KENNETH K KINSEY FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
KENNETH K KINSEY FAMILY FOUNDATION (EIN 36-4154135)
Tax period
2023-06-01 to 2024-05-31
Filed
2024-08-16
IRS object ID
202422299349100857
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-08-16T15:45:07-05:00ReturnTs
Tax Period End2024-05-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN411944416PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1201 FIRST ST SE STE 800AddressLine1Txt
CityCEDAR RAPIDSCityNm
State AbbreviationIAStateAbbreviationCd
ZIP524011425ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-06-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN364154135EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE KENNETH K KINSEY FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKENNBusinessNameControlTxt
Phone3196218954PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line138 POST RDAddressLine1Txt
CityIOWA CITYCityNm
State AbbreviationIAStateAbbreviationCd
ZIP52245ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKENNETH K KINSEYPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3196218954PhoneNum
Signature2024-08-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSHAWNA HULSPreparerPersonNm
PTINP01315330PTIN
Phone3192985333PhoneNum
Preparation2024-08-16PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,423,246FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$89,934ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$753InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$753InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$172,995DividendsRevAndExpnssAmt
Dividends Net Invst Incm$172,995DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$12,494NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$179,816GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$251,188TotalRevAndExpnssAmt
Total Net Invst Incm$173,748TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$1,797CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,774AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,887AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,887AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$6,359TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,974TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$60OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$60OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$11,990TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,861TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,947TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$333,580ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$333,580ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$345,570TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,861TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$335,527TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$94,382ExcessRevenueOverExpensesAmt
Net Investment Income$167,887NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$4,067SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$12,063SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$12,063SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,850,191CorporateStockBOYAmt
Corporate Stock EOY$1,747,299CorporateStockEOYAmt
Corporate Stock EOYFMV$6,254,983CorporateStockEOYFMVAmt
Other Investments BOY$163,888OtherInvestmentsBOYAmt
Other Investments EOY$163,888OtherInvestmentsEOYAmt
Other Investments EOYFMV$156,200OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,018,146TotalAssetsBOYAmt
Total Assets EOY$1,923,250TotalAssetsEOYAmt
Total Assets EOYFMV$6,423,246TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$2,018,146CapitalStockBOYAmt
Capital Stock EOY$1,923,250CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,018,146TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,923,250TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,018,146TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,923,250TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,018,146TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$94,382ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,923,764SubtotalAmt
Other Decreases$514OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,923,250TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESD$90,212$89,420$792$792
PUBLICLY TRADED SECURITIESP$69,954$102,890-$32,936-$32,936
CAPITAL GAINS DIVIDENDSP$19,650$19,650$19,650
FieldValueIRS element (for citing)
Capital Gain Net Income-$12,494CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,334InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,334SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,334TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,280EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,280TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$54TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateIAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressNONEWebsiteAddressTxt
Individual With BooksKENNETH K KINSEYIndividualWithBooksNm
Phone3196218954PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line138 POST ROADAddressLine1Txt
CityIOWA CITYCityNm
State AbbreviationIAStateAbbreviationCd
ZIP52245ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As ExcYes (1)TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KENNETH K KINSEY
38 POST ROADIOWA CITYIA52245PRESIDENT, TREAS., & DIRECTOR1.00$0$0$0
JEANETTE A KINSEY
38 POST ROADIOWA CITYIA52245SECRETARY & DIRECTOR1.00$0$0$0
ELIZABETH J HAWLEY
38 POST ROADIOWA CITYIA52245DIRECTOR1.00$599$0$0
KRISTOFER K KINSEY
38 POST ROADIOWA CITYIA52245DIRECTOR1.00$599$0$0
JAMES HAWLEY
38 POST ROADIOWA CITYIA52245DIRECTOR1.00$599$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$6,159,969AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$76,797AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,236,766TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$6,236,766AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$93,551CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,143,215NetVlNoncharitableAssetsAmt
Minimum Investment Return$307,161MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$307,161MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,334TaxBasedOnInvestmentIncomeAmt
Total Tax$2,334TotalTaxAmt
Distributable Before Adj$304,827DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$304,827DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$304,827DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$335,527ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$335,527QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$304,827DistributableAsAdjustedAmt
Undistributed Income PY$310,748UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$335,527QualifyingDistributionsAmt
Applied To Year1$310,748AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$24,779AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$280,048UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerKENNETH K KINSEYContributingManagerNm
Contributing ManagerJEANETTE A KINSEYContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (120 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ABBE CENTER FOR COMMUNITY MENTAL HEALTH
1039 ARTHUR STIOWA CITYIA52240NONEPCGENERAL OPERATING FUND$2,000
AFRICA YOUTH NOW FOUNDATION
4300 FAWN HILL CT SECEDAR RAPIDSIA52403NONEPCGENERAL OPERATING FUND$1,500
ALZHEIMER'S ASSOCIATION EAST CENTRAL IOWA
317 SEVENTH AVENUE SE STE 402CEDAR RAPIDSIA52401NONEPCGENERAL OPERATING FUND$2,000
AMERICAN CANCER SOCIETY HOPE LODGE
750 HAWKINS DRIOWA CITYIA52246NONEPCGENERAL OPERATING FUND$1,800
AMERICAN SENIORS GOLF ASSN
PO BOX 100MARSTONS MILLSMA02648NONEPCGENERAL OPERATING FUND$4,000
ATHLETES IN ACTION - CRU MINISTRIES
3741 LACINA DR SWIOWA CITYIA52240NONEPCGENERAL OPERATING FUND$700
BIG BROTHERS BIG SISTERS OF JOHNSON COUNTY
3109 OLD HWY 218 SOUTHIOWA CITYIA52240NONEPCGENERAL OPERATING FUND$1,000
BOYS & GIRLS CLUB OF THE CORRIDER
420 6TH ST SECEDAR RAPIDSIA52401NONEPCGENERAL OPERATING FUND$5,000
CAMP COURAGEOUS
12007 190TH STREETMONTICELLOIA52310NONEPCGENERAL OPERATING FUND$2,000
CEDAR RAPIDS MUSEUM OF ART
410 THIRD AVE SECEDAR RAPIDSIA52401NONEPCGENERAL OPERATING FUND$1,000
CEDAR RAPIDS PUBLIC LIBRARY FOUNDATION
450 5TH AVE SECEDAR RAPIDSIA52401NONEPCGENERAL OPERATING FUND$1,200
CITY OF LITERATURE USA
123 S LINN STIOWA CITYIA52240NONEPCGENERAL OPERATING FUND$1,500
COMMUNITY CRISIS SERVICES & FOOD BANK
1121 GILBERT CTIOWA CITYIA52240NONEPCGENERAL OPERATING FUND$2,500
COMMUNITY DEVELOPMENT ALTERNATIVES FOR KIDS
315 EAST CEDAR STPRAIRIE DU CHIENWI53821NONEPCGENERAL OPERATING FUND$300
COMMUNITY FOUNDATION OF JOHNSON COUNTY
501 12TH AVENUE SUITE 102CORALVILLEIA52241NONEPCGENERAL OPERATING FUND$5,000
COMMUNITY FOUNDATION OF JOHNSON COUNTY
501 12TH AVENUE SUITE 102CORALVILLEIA52241NONEPCROTARY HEART SAFE FUND$5,000
COMMUNITY FOUNDATION OF JOHNSON COUNTY
501 12TH AVENUE SUITE 102CORALVILLEIA52241NONEPCHONOR OF PETE WALLACE$5,000
COOLIDGE CORNER THEATRE FOUNDATION
290 HARVARD STBROOKLINEMA02446NONEPCGENERAL OPERATING FUND$1,500
CORALVILLE COMMUNITY FOOD PANTRY
1002 5TH STCORALVILLEIA52241NONEPCGENERAL OPERATING FUND$1,500
DOMESTIC VIOLENCE INTERVENTION PROGRAM
1105 SOUTH GILBERT COURT STE 300IOWA CITYIA52240NONEPCGENERAL OPERATING FUND$5,000
DONALD ROSS SOCIETY FOUNDATION
66 HILLSBORO DRIVEWEST HARTFORDCT06107NONEPCGENERAL OPERATING FUND$1,000
DOUBLE H RANCH
97 HIDDEN VALLEY ROADLAKE LUZERNENY12846NONEPCGENERAL OPERATING FUND$1,000
EL KAHIR SHRINE
905 TOWER TERRACE RDHIAWATHAIA52233NONEPCGENERAL OPERATING FUND$500
ELLIPSIS
918 E 11TH STDES MOINESIA50309NONEPCGENERAL OPERATING FUND$1,000
EVANS SCHOLARS FOUNDATION
2501 PATRIOT BOULEVARDGLENVIEWIL60026NONEPCGENERAL OPERATING FUND$2,500
FARAJA FUND FOUNDATION
8919 PARK RD STE 249CHARLOTTENC28210NONEPCGENERAL OPERATING FUND$4,500
FEED MY STARVING CHILDREN
18732 LAKESIDE DR ECHANHASSENMN55317NONEPCGENERAL OPERATING FUND$1,500
FERRYVILLE VILLAGE
PO BOX 236FERRYVILLEWI54628NONEGOVFERRYVILLE VISION AND PROMOTION$300
FILM SCENE
404 E COLLEGE STIOWA CITYIA52240NONEPCGENERAL OPERATING FUND$1,000
FIRST CONGREGATIONAL CHURCH
500 8TH AVE SEMINNEAPOLISMN55414NONEPCGENERAL OPERATING FUND$1,200
FIRST PRESBYTERIAN CHURCH
2701 ROCHESTER AVEIOWA CITYIA52245NONEPCGENERAL OPERATING FUND$2,000
FOLDS OF HONOR FND
5800 N PATRIOT DROWASSOOK74055NONEPCGENERAL OPERATING FUND$1,000
FOUR OAKS
5400 KIRKWOOD BLVD SWCEDAR RAPIDSIA52404NONEPCGENERAL OPERATING FUND$2,000
FREE MEDICAL AND DENTAL CLINIC
2440 TOWNCREST DRIOWA CITYIA52240NONEPCGENERAL OPERATING FUND$2,000
FRIENDS OF IOWA PBS FOUNDATION
6535 CORPORATE DRIVE PO BOX 6400JOHNSTONIA501316400NONEPCGENERAL OPERATING FUND$500
FRIENDS OF THE ANIMAL CENTER
PO BOX 1345IOWA CITYIA52244NONEPCGENERAL OPERATING FUND$1,000
GIVE FOUNDATION
3184 HWY 22RIVERSIDEIA52327NONEPCGENERAL OPERATING FUND$2,000
GREATER CEDAR RAPIDS COMMUNITY FOUNDATION
324 3RD ST SECEDAR RAPIDSIA52401NONEPCGENERAL OPERATING FUND$3,000
GREATER CEDAR RAPIDS COMMUNITY FOUNDATION
324 3RD ST SECEDAR RAPIDSIA52401NONEPCWASHINGTON HIGH SCHOOL FUND$2,500
HAVEN HOUSING
1803 BRYANT AVENUE NORTHMINNEAPOLISMN55411NONEPCGENERAL OPERATING FUND$2,500
HERBERT HOOVER PRESIDENTIAL LIBRARY
PO BOX 696WEST BRANCHIA52358NONEPCGENERAL OPERATING FUND$5,080
HERBERT HOOVER PRESIDENTIAL LIBRARY
PO BOX 696WEST BRANCHIA52358NONEPCUSA ENDOWMENT$2,000
HITCHCOCK WOODS FOUNDATION
POBOX 1702AIKENSC29802NONEPCGENERAL OPERATING FUND$300
HOLDEN COMPREHENSIVE CANCER CENTER
PO BOX 4550IOWA CITYIA52244NONEPCGENERAL OPERATING FUND$4,000
HOOVER PRESIDENTIAL FOUNDATION
PO BOX 695WEST BRANCHIA52357NONEPCGENERAL OPERATING FUND$400
HOSPICE SUPPORT FOUNDATION
7755 3RD STREET NORTH 200OAKDALEMN55128NONEPCGENERAL OPERATING FUND$400
I CAN READ
1826 BROWN DEER COVECORALVILLEIA52241NONEPCSIGHT WORD ACTIVITIES$1,000
ICCSD FOUNDATION
1725 N DODGEIOWA CITYIA52245NONEPCGENERAL OPERATING FUND$6,000
IJAG
1111 9TH ST SUITE 268DES MOINESIA50314NONEPCGENERAL OPERATING FUND$1,500
IMMANUEL LUTHERAN CHURCH
7973 WI-57BAILEYS HARBORWI54202NONEPCGENERAL OPERATING FUND$500
IOWA CITY HOSPICE
1526 SYCAMORE STIOWA CITYIA52245NONEPCGENERAL OPERATING FUND$700
IOWA CITY MASONIC FOUNDATION
312 E COLLEGE ST 300IOWA CITYIA52240NONEPCGENERAL OPERATING FUND$1,000
IOWA CITY PUBLIC LIBRARY FOUNDATION
123 S LINN STIOWA CITYIA52240NONEPCGENERAL OPERATING FUND$1,200
IOWA ENVIRONMENTAL COUNCIL
505 FIFTH AVE SUITE 850DES MOINESIA50309NONEPCGENERAL OPERATING FUND$2,500
IOWA GOLF ASSOCIATION FOUNDATION
1605 N ANKENY BLVD STE 210ANKENYIA50023NONEPCGENERAL OPERATING FUND$26,500
IOWA GOLF ASSOCIATION FOUNDATION
1605 N ANKENY BLVD STE 210ANKENYIA50023NONEPCHERMAN SANI SCHOLARSHIP FUND$2,500
IOWA PUBLIC RADIO
2111 GRAND AVE STE 100DES MOINESIA50312NONEPCGENERAL OPERATING FUND$500
IOWA VALLEY HABITAT FOR HUMANITY
2401 SCOTT BLVD SEIOWA CITYIA52240NONEPCGENERAL OPERATING FUND$1,000
IOWA WOMEN'S FOUNDATION
2201 GRANTVIEW DR SUITE 200CORALVILLEIA52241NONEPCGENERAL OPERATING FUND$800
JOHNSON COUNTY HISTORICAL SOCIETY
200 E 9TH ST SUITE 101CORALVILLEIA52241NONEPCGENERAL OPERATING FUND$1,000
JUNIOR ACHIEVEMENT OF EASTERN IOWA
324 3RD ST SE 200CEDAR RAPIDSIA52401NONEPCGENERAL OPERATING FUND$500
KIRKWOOD COMMUNITY COLLEGE FOUNDATION
6301 KIRKWOOD BLVD SWCEDAR RAPIDSIA52404NONEPCGENERAL OPERATING FUND$3,000
LINN COUNTY HISTORICAL MUSEUM
PO BOX 137PLEASANTONKS66075NONEPCGENERAL OPERATING FUND$500
LITERACY VOLUNTEERS OF COLLIER COUNTY
8833 TAMIAMI TRAIL ENAPLESFL34113NONEPCGENERAL OPERATING FUND$1,500
MAKE A WISH FOUNDATION OF MINNEAPOLIS
1919 UNIVERSITY AVE WEST SUITE 415SAINT PAULMN55104NONEPCGENERAL OPERATING FUND$500
MEALS ON WHEELS
2210 9TH ST SUITE 1CORALVILLEIA52241NONEPCGENERAL OPERATING FUND$2,000
MERCY MEDICAL CENTER FOUNDATION
701 10TH STREET SECEDAR RAPIDSIA52403NONEPCSUPPORT FOR TRAINING DEMENTIA CAREGIVING$5,000
MIKE'S DOG PARK MEMORIAL FUND
1624 URBANA AVEDELTONAFL32725NONENCGENERAL OPERATING FUND$300
MISSOURI MILITARY ACADEMY
204 N GRAND STMEXICOMO65265NONEPCGENERAL OPERATING FUND$1,200
MOUNT MERCY UNIVERSITY FOUNDATION
1330 ELMHURST DR NECEDAR RAPIDSIA52402NONEPCGENERAL OPERATING FUND$8,000
NATIONAL CZECH & SLOVAK MUSEUM AND LIBRARY
1400 INSPIRATION PLACE SWCEDAR RAPIDSIA52404NONEPCGENERAL OPERATING FUND$500
NATIONAL TRUST FOR HISTORIC PRESERVATION
2600 VIRGINIA AVE NW SUITE 1100WASHINGTONDC20037NONEPCGENERAL OPERATING FUND$500
NEIGHBORHOOD CENTERS OF JOHNSON COUNTY
PO BOX 2491IOWA CITYIA52244NONEPCGENERAL OPERATING FUND$800
NEIGHBORHOOD HOUSE
179 EAST ROBIE STREETSAINT PAULMN55407NONEPCGENERAL OPERATING FUND$2,500
OAKNOLL FOUNDATION
1 OAKNOLL COURTIOWA CITYIA52246NONEPCGENERAL OPERATING FUND$3,000
ORCHESTRA IOWA
119 THIRD AVENUE SECEDAR RAPIDSIA52401NONEPCGENERAL OPERATING FUND$500
PATHWAYS IOWA CITY
817 PEPPERWOOD LANEIOWA CITYIA52240NONEPCGENERAL OPERATING FUND$1,000
RIVERSIDE THEATRE
308 E BURLINGTON ST SUITE 304IOWA CITYIA52240NONEPCGENERAL OPERATING FUND$6,500
RONALD MCDONALD HOUSE
730 HAWKINS DRIOWA CITYIA52246NONEPCGENERAL OPERATING FUND$5,000
ROTARY DISTRICT 6000 IOWA
PO BOX 122PELLAIA50219NONEPCIOWA M.O.S.T.$10,000
ROTARY DISTRICT 6000 IOWA
PO BOX 122PELLAIA50219NONEPCWHEEL CLUB$500
ROTARY DISTRICT 6000 IOWA
PO BOX 122PELLAIA50219NONEPCCLUB FOOT SUPPORT$1,500
ROTARY DISTRICT 6000 IOWA
PO BOX 122PELLAIA50219NONEPCCOMMUNITY CIRSIS CENTER FOOD BANK$1,000
ROTARY DISTRICT 6000 IOWA
PO BOX 122PELLAIA50219NONEPCRYLE SCHOLARSHIP$1,500
SCOTTISH RITE FOUNDATION
616 A AVE NECEDAR RAPIDSIA52401NONEPCGENERAL OPERATING FUND$500
SHELTER HOUSE COMMUNITY
429 SOUTHGATE AVEIOWA CITYIA52240NONEPCGENERAL OPERATING FUND$6,000
SOUTH FLORIDA PGA FOUNDATION
9393 VANDERBILT BEACH RDNAPLESFL34120NONEPCGENERAL OPERATING FUND$1,000
ST MARYS CATHOLIC CHURCH
PO BOX 80OXFORDIA52322NONEPCGENERAL OPERATING FUND$1,000
SUMMER OF THE ARTS
319 E 1ST STIOWA CITYIA52240NONEPCGENERAL OPERATING FUND$2,000
TABLE TO TABLE
840 S CAPITOL STIOWA CITYIA52240NONEPCGENERAL OPERATING FUND$3,000
TEXAS 4000 FOR CANCER
1111 W 24TH STREETAUSTINTX78705NONEPCGENERAL OPERATING FUND$1,000
THE BIRD HOUSE - HOSPICE HOME OF JOHNSON COUNTY
8 LIME KILN LN NEIOWA CITYIA52240NONEPCGENERAL OPERATING FUND$1,200
THE ENGLERT THEATRE
221 E WASHINGTON STIOWA CITYIA52240NONEPCGENERAL OPERATING FUND$2,000
THE FIRST TEE OF CENTRAL IOWA
15920 HICKMAN RD SUITE 400CLIVEIA50325NONEPCGENERAL OPERATING FUND$1,200
THE FIRST TEE OF CONNECTICUT
55 GOLF CLUB RDCROMWELLCT06416NONEPCGENERAL OPERATING FUND$1,000
THE FIRST TEE OF NAPLES
1370 CREEKSIDE BLVDNAPLESFL34108NONEPCCAPITAL CAMPAIGN$6,000
THE FOUNDERS SCHOLARSHIP FUND
707 GULF PARK DRIVENAPLESFL34108NONEPCGENERAL OPERATING FUND$1,500
THE IOWA CHILDRENS MUSEUM
1451 CORAL RIDGE AVECORALVILLEIA52241NONEPCGENERAL OPERATING FUND$2,500
THE READING CENTER - DYSLEXIA INSTITUTE OF MN
2010 SCOTT RD NWROCHESTERMN55901NONEPCGENERAL OPERATING FUND$500
THE ROTARY FOUNDATION
14280 COLLECTIONS CENTER DRIVECHICAGOIL60693NONEPCGENERAL OPERATING FUND$1,000
THE SALVATION ARMY IOWA CITY CORP
1116 E GILBERT COURTIOWA CITYIA52240NONEPCGENERAL OPERATING FUND$1,500
THE SWARM COLLECTIVE INC
5674 SHADDELEE LANE WFORT MEYERSFL33919NONEPCGENERAL OPERATING FUND$10,000
THEATRE CEDAR RAPIDS
102 3RD STREET SECEDAR RAPIDSIA52401NONEPCGENERAL OPERATING FUND$1,000
TREES FOREVER
80 W 8TH AVEMARIONIA52302NONEPCGENERAL OPERATING FUND$1,500
UNITED WAY OF JOHNSON COUNTY
1150 5TH ST 290CORALVILLEIA52241NONEPCGENERAL OPERATING FUND$4,000
UNIV OF IOWA CENTER FOR ADVANCEMENT
PO BOX 4550IOWA CITYIA52244NONEPCIOWA MEN'S GOLF$2,000
UNIV OF IOWA CENTER FOR ADVANCEMENT
PO BOX 4550IOWA CITYIA52244NONEPCBASEBALL CAPITAL FUND$10,000
UNIV OF IOWA CENTER FOR ADVANCEMENT
PO BOX 4550IOWA CITYIA52244NONEPCIOWA CITY MONDAY MORNING QBACK SCHOLARSHIP$1,500
UNIV OF IOWA CENTER FOR ADVANCEMENT
PO BOX 4550IOWA CITYIA52244NONEPCUI REACH PROGRAM$10,000
UNIV OF IOWA CENTER FOR ADVANCEMENT
PO BOX 4550IOWA CITYIA52244NONEPCOLD CAPITAL MUSEUM DEVELOPMENT$500
UNIV OF IOWA CENTER FOR ADVANCEMENT
PO BOX 4550IOWA CITYIA52244NONEPCGENERAL OPERATING FUND$14,000
UNIV OF IOWA CENTER FOR ADVANCEMENT
PO BOX 4550IOWA CITYIA52244NONEPCJOHNSON CO. I CLUB$500
UNIV OF IOWA CENTER FOR ADVANCEMENT
PO BOX 4550IOWA CITYIA52244NONEPCIOWA BASKETBALL GOLF TOURNAMENT$1,500
UNIV OF IOWA CENTER FOR ADVANCEMENT
PO BOX 4550IOWA CITYIA52244NONEPCCASE RESEARCH OF ALZHEIMERS & RELATIVE DEMENTIA$30,000
UNIV OF IOWA CENTER FOR ADVANCEMENT
PO BOX 4550IOWA CITYIA52244NONEPCWRESTLING CAPITAL FUND$500
UNIV OF IOWA CENTER FOR ADVANCEMENT
PO BOX 4550IOWA CITYIA52244NONEPCEARLE AND LOURSE MURPHY ATHLETIC SCHOLARSHIP$1,000
UNIV OF IOWA CENTER FOR ADVANCEMENT
PO BOX 4550IOWA CITYIA52244NONEPCRICHARD HANSON MEMORIAL$500
VISITING NURSE ASSN
1524 SYCAMORE STIOWA CITYIA52240NONEPCGENERAL OPERATING FUND$2,000
WASHINGTON COUNTY HOSPITAL AND CLINICS FOUNDATION
400 EAST POLK STREETWASHINGTONIA52353NONEPCGENERAL OPERATING FUND$1,500
ZACH JOHNSON FOUNDATION
PO BOX 2336CEDAR RAPIDSIA52406NONEPCGENERAL OPERATING FUND$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$333,580TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$753ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$172,995ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$12,494ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$161,254ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$161,254TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonKENNETH K KINSEYContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line138 POST ROADAddressLine1Txt
CityIOWA CITYCityNm
State AbbreviationIAStateAbbreviationCd
ZIP52245ZIPCd
FieldValueIRS element (for citing)
Total Contributions$89,934TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property200 SHS OF LOCKHEED MARTIN STOCKNoncashPropertyDesc
Fair Market Value$89,934FairMarketValueAmt
Received2023-06-01ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,774Amt
Net Investment Income$1,887NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,887DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc
Amt$0Amt

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionPURSUANT TO REG. SEC. 53.4942(A)-3(D)(2), THE FOUNDATION HEREBY ELECTS TO APPLY EXCESS QUALIFYING DISTRIBUTIONS TO PRIOR YEAR UNDISTRIBUTED INCOME IN THE AMOUNT OF $1,135 FOR THE PRIOR YEAR ENDED DECEMBER 31, 2008._________________________________________________KENNETH K. KINSEY, PRESIDENTElectionDesc

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
2000 AMEREN CORP$48,230$146,740
2000 BRISTOL MYERS SQUIBB CO$47,352$82,180
1000 CALIFORNIA WATER SERVICE GROUP$19,356$49,890
13000 COEUR D ALENE MINES CORP$110,515$74,750
6016 ENBRIDGE INC$220,923$220,065
1000 ETF MANAGERS TRUST (HACK)$23,271$59,790
5981 EVERGY INC$224,899$326,921
1000 FACTORSHARES TRUST (SILJ)$16,659$12,540
1500 GOLAR LNG LIMITED$35,646$39,435
875 KNIFE RIV HLDG CO$19,804$61,871
9400 LOCKHEED MARTIN CORP$421,382$4,421,196
3500 MDU RESOURCES GROUP INC.$45,021$88,340
1000 NEWMONT MINING CORP$49,105$41,940
20000 ORASURE TECHNOLOGIES INC$152,643$94,600
3000 OTTER TAIL CORP$69,106$271,410
1000 SHIP FINANCE INTERNATIONAL LIMITED$17,352$14,310
500 SOUTHWEST GAS CORP$10,154$38,795
7000 WEYERHAEUSER CO$215,881$210,210

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
8000 TEKLA HEALTHCAREAT COST$137,876$132,480
1000 COHEN & STEERS INFRASTRUCTURE FUND INCAT COST$26,012$23,720

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescFMV IN EXCESS OF COST BASIS OF CONTRIBUTED STOCKDesc
Amt$514Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Revenue And Expenses Per Books$60RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$60DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAX PAID$2,385$0$0
FOREIGN TAX PAID$3,974$3,974$0

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