KENNETH K KINSEY FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
KENNETH K KINSEY FAMILY FOUNDATION (EIN 36-4154135)
Tax period
2022-06-01 to 2023-05-31
Filed
2023-08-14
IRS object ID
202332269349100628
Schema version
2022v5.0
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)
Return2023-08-14T14:21:05-05:00ReturnTs
Tax Period End2023-05-31TaxPeriodEndDt

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
ZIP524011512ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-06-01TaxPeriodBeginDt

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
Signature2023-08-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKENNETHPersonFirstNm
Person LastKINSEYPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSHAWNA HULSPreparerPersonNm
PTINP01315330PTIN
Phone3192985333PhoneNum
Preparation2023-08-10PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,139,824FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$338InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$338InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$165,644DividendsRevAndExpnssAmt
Dividends Net Invst Incm$165,644DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$15,623NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$128,966GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$929OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$929OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$151,288TotalRevAndExpnssAmt
Total Net Invst Incm$166,911TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$1,797CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$6,234TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,945TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$237OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$237OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,268TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,945TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$237TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$292,400ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$292,400ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$300,668TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,945TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$292,637TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$149,380ExcessRevenueOverExpensesAmt
Net Investment Income$162,966NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$14,709SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$4,067SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$4,067SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,988,929CorporateStockBOYAmt
Corporate Stock EOY$1,850,191CorporateStockEOYAmt
Corporate Stock EOYFMV$5,980,527CorporateStockEOYFMVAmt
Other Investments BOY$163,888OtherInvestmentsBOYAmt
Other Investments EOY$163,888OtherInvestmentsEOYAmt
Other Investments EOYFMV$155,230OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,167,526TotalAssetsBOYAmt
Total Assets EOY$2,018,146TotalAssetsEOYAmt
Total Assets EOYFMV$6,139,824TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$2,167,526CapitalStockBOYAmt
Capital Stock EOY$2,018,146CapitalStockEOYAmt
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$2,167,526TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,018,146TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,167,526TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,018,146TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,167,526TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$149,380ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,018,146SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,018,146TotNetAstOrFundBalancesEOYAmt

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$89,162$86,836$2,326$2,326
PUBLICLY TRADED SECURITIESP$15,194$57,753-$42,559-$42,559
CAPITAL GAINS DIVIDENDSP$24,610$24,610$24,610
FieldValueIRS element (for citing)
Capital Gain Net Income-$15,623CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,265InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,265SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,265TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,160EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,160TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$105TaxDueAmt

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 Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
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$6,340,187AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$59,093AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,399,280TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$6,399,280AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$95,989CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,303,291NetVlNoncharitableAssetsAmt
Minimum Investment Return$315,165MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$315,165MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,265TaxBasedOnInvestmentIncomeAmt
Total Tax$2,265TotalTaxAmt
Distributable Before Adj$312,900DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$312,900DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$312,900DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$292,637ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$292,637QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$312,900DistributableAsAdjustedAmt
Undistributed Income PY$290,485UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$292,637QualifyingDistributionsAmt
Applied To Year1$290,485AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,152AppliedToCurrentYearAmt
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$310,748UndistributedIncomeCYAmt
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 (135 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$1,200
ALEX AND ALI FOUNDATION
PO BOX 741BARGERSVILLEIN46106NONEPCGENERAL OPERATING FUND$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$1,500
AMERICAN SENIORS GOLF ASSN
PO BOX 100MARSTONS MILLSMA02648NONEPCGENERAL OPERATING FUND$3,000
ATHLETES IN ACTION - CRU MINISTRIES
3741 LACINA DR SWIOWA CITYIA52240NONEPCGENERAL OPERATING FUND$300
BALANCE AUTISM
2205 E GRANTVIEW DRCORALVILLEIA52241NONEPCGENERAL OPERATING FUND$300
BIG BROTHERS BIG SISTERS OF JOHNSON COUNTY
3109 OLD HWY 218 SOUTHIOWA CITYIA52240NONEPCGENERAL OPERATING FUND$500
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$1,000
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 102CORALVILLEIA52241NONEPCROTARY HEART SAFE FUND$5,000
COMMUNITY FOUNDATION OF JOHNSON COUNTY
501 12TH AVENUE SUITE 102CORALVILLEIA52241NONEPCHEALTHY KIDS COMMUNITY CARE$5,000
COMMUNITY FOUNDATION OF JOHNSON COUNTY
501 12TH AVENUE SUITE 102CORALVILLEIA52241NONEPCROTARY HEART SAFE FUND$10,000
COMMUNITY FOUNDATION OF JOHNSON COUNTY
501 12TH AVENUE SUITE 102CORALVILLEIA52241NONEPCGENERAL OPERATING FUND$5,000
COOLIDGE CORNER THEATRE FOUNDATION
290 HARVARD STBROOKLINEMA02446NONEPCGENERAL OPERATING FUND$2,000
CORALVILLE COMMUNITY FOOD PANTRY
1002 5TH STCORALVILLEIA52241NONEPCGENERAL OPERATING FUND$1,500
COVENANT TEACHING FELLOWSHIP INC
4918 ROOSELVELT STHOLLYWOODFL33021NONEPCGENERAL OPERATING FUND$8,000
DOMESTIC VIOLENCE INTERVENTION PROGRAM
1105 SOUTH GILBERT COURT STE 300IOWA CITYIA52240NONEPCGENERAL OPERATING FUND$2,500
DOMESTIC VIOLENCE INTERVENTION PROGRAM
1105 SOUTH GILBERT COURT STE 300IOWA CITYIA52240NONEPCCAPITAL CAMPAIGN$5,000
EL KAHIR SHRINE
905 TOWER TERRACE RDHIAWATHAIA52233NONEPCGENERAL OPERATING FUND$400
EL KAHIR SHRINE
905 TOWER TERRACE RDHIAWATHAIA52233NONEPCGENERAL OPERATING FUND$700
ELLIPSIS
918 E 11TH STDES MOINESIA50309NONEPCGENERAL OPERATING FUND$1,000
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$1,000
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$500
FIRST PRESBYTERIAN CHURCH
2701 ROCHESTER AVEIOWA CITYIA52245NONEPCGENERAL OPERATING FUND$2,000
FIRST PRESBYTERIAN CHURCH
2701 ROCHESTER AVEIOWA CITYIA52245NONEPCGENERAL OPERATING FUND$200
FOLDS OF HONOR FND
5800 N PATRIOT DROWASSOOK74055NONEPCGENERAL OPERATING FUND$1,000
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$1,500
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
HERBERT HOOVER PRESIDENTIAL LIBRARY
PO BOX 696WEST BRANCHIA52358NONEPCGENERAL OPERATING FUND$2,000
HERBERT HOOVER PRESIDENTIAL LIBRARY
PO BOX 696WEST BRANCHIA52358NONEPCGENERAL OPERATING FUND$500
HERBERT HOOVER PRESIDENTIAL LIBRARY
PO BOX 696WEST BRANCHIA52358NONEPCUSA ENDOWMENT$2,000
HERBERT HOOVER PRESIDENTIAL LIBRARY
PO BOX 696WEST BRANCHIA52358NONEPCGENERAL OPERATING FUND$1,500
HITCHCOCK WOODS FOUNDATION
POBOX 1702AIKENSC29802NONEPCGENERAL OPERATING FUND$200
HOLDEN COMPREHENSIVE CANCER CENTER
PO BOX 4550IOWA CITYIA52244NONEPCGENERAL OPERATING FUND$4,000
I CAN READ
1826 BROWN DEER COVECORALVILLEIA52241NONEPCSIGHT WORD ACTIVITIES$1,000
ICCSD FOUNDATION
1725 N DODGEIOWA CITYIA52245NONEPCGENERAL FUND, DEPT OF MUSIC SUPPORT, AND HIGH SCHOOL GOLF PROGRAM SUPPORT$6,000
ICCSD FOUNDATION
1725 N DODGEIOWA CITYIA52245NONEPCGENERAL OPERATING FUND$400
IJAG
1111 9TH ST SUITE 268DES MOINESIA50314NONEPCGENERAL OPERATING FUND$1,000
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$1,000
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$1,500
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 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
LEGACY FOUNDATION OF HARTFORD
1229 ALBANY AVEHARTFORDCT06112NONEPCFRIENDS OF KENEY PARK GOLF$1,000
LINN COUNTY HISTORICAL MUSEUM
PO BOX 137PLEASANTONKS66075NONEPCGENERAL OPERATING FUND$500
LITERACY VOLUNTEERS OF COLLIER COUNTY
8833 TAMIAMI TRAIL ENAPLESFL34113NONEPCGENERAL OPERATING FUND$1,000
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 HOSPITAL FDN
500 E MARKET STIOWA CITYIA52245NONEPCGENERAL OPERATING FUND$1,500
MERCY MEDICAL CENTER FOUNDATION
701 10TH STREET SECEDAR RAPIDSIA52403NONEPCSUPPORT FOR TRAINING DEMENTIA CAREGIVING$5,000
MISSOURI MILITARY ACADEMY
204 N GRAND STMEXICOMO65265NONEPCGENERAL OPERATING FUND$1,200
MOUNT MERCY UNIVERSITY FOUNDATION
1330 ELMHURST DR NECEDAR RAPIDSIA52402NONEPCGENERAL OPERATING FUND$3,000
MOUNT MERCY UNIVERSITY FOUNDATION
1330 ELMHURST DR NECEDAR RAPIDSIA52402NONEPCGENERAL OPERATING FUND$2,000
NATIONAL ALLIANCE ON MENTAL ILLNESSJOHNSON COUNTY
702 S GILBERT ST SUITE 111IOWA CITYIA52240NONEPCGENERAL OPERATING FUND$300
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
OAKNOLL FOUNDATION
1 OAKNOLL COURTIOWA CITYIA52246NONEPCGENERAL OPERATING FUND$1,500
ORCHESTRA IOWA
119 THIRD AVENUE SECEDAR RAPIDSIA52401NONEPCGENERAL OPERATING FUND$500
PATHWAYS IOWA CITY
817 PEPPERWOOD LANEIOWA CITYIA52240NONEPCGENERAL OPERATING FUND$1,000
PEDAL THE PACIFIC
PO BOX 5778AUSTINTX78763NONEPCGENERAL OPERATING FUND$1,000
RIVERSIDE THEATRE
308 E BURLINGTON ST SUITE 304IOWA CITYIA52240NONEPCGENERAL OPERATING FUND$2,500
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$500
ROTARY DISTRICT 6000 IOWA
PO BOX 122PELLAIA50219NONEPCRYLE SCHOLARSHIP$1,000
ROTARY DISTRICT 6000 IOWA
PO BOX 122PELLAIA50219NONEPCDISASTER SERVICES$1,000
SAFETY VILLAGE-MERCY IA CITY COMMUNITY RELATIONS
500 E MARKET STIOWA CITYIA52245NONEPCGENERAL OPERATING FUND$300
SAINT JOHN - THE EVANGELIST CATHOLIC CHURCH
625 111TH AVE NNAPLESFL34110NONEPCGENERAL OPERATING FUND$300
SCOTTISH RITE FOUNDATION
616 A AVE NECEDAR RAPIDSIA52401NONEPCGENERAL OPERATING FUND$500
SHELTER HOUSE COMMUNITY
429 SOUTHGATE AVEIOWA CITYIA52240NONEPCGENERAL OPERATING FUND$1,500
SOUTH FLORIDA PGA FOUNDATION
9393 VANDERBILT BEACH RDNAPLESFL34120NONEPCGENERAL OPERATING FUND$1,000
ST MARYS CATHOLIC CHURCH
PO BOX 80OXFORDIA52322NONEPCGENERAL OPERATING FUND$1,000
STEAMBOAT ROCK BAPTIST CHURCH
107 2ND STREETSTEAMBOAT ROCKIA50672NONEPCGENERAL OPERATING FUND$800
SUMMER OF THE ARTS
319 E 1ST STIOWA CITYIA52240NONEPCGENERAL OPERATING FUND$1,200
TABLE TO TABLE
840 S CAPITOL STIOWA CITYIA52240NONEPCGENERAL OPERATING FUND$3,000
THE BIRD HOUSE - HOSPICE HOME OF JOHNSON COUNTY
8 LIME KILN LN NEIOWA CITYIA52240NONEPCGENERAL OPERATING FUND$1,000
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$1,000
THE FIRST TEE OF CONNECTICUT
55 GOLF CLUB RDCROMWELLCT06416NONEPCGENERAL OPERATING FUND$1,000
THE FIRST TEE OF NAPLES
1370 CREEKSIDE BLVDNAPLESFL34108NONEPCCAPITAL CAMPAIGN$3,000
THE FIRST TEE OF NAPLES
1370 CREEKSIDE BLVDNAPLESFL34108NONEPCSCHOLARSHIPS$3,000
THE FIRST TEE OF NAPLES
1370 CREEKSIDE BLVDNAPLESFL34108NONEPCGENERAL OPERATING FUND$1,000
THE HISTORY CENTER
800 SECOND AVENUE SECEDAR RAPIDSIA52403NONEPCGENERAL OPERATING FUND$300
THE IOWA CHILDRENS MUSEUM
1451 CORAL RIDGE AVECORALVILLEIA52241NONEPCGENERAL OPERATING FUND$2,500
THE MONNARCH RESEARCH PROJECT
4970 LAKESIDE RDMARIONIA52302NONEPCGENERAL OPERATING FUND$200
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
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$3,500
UNIV OF IOWA CENTER FOR ADVANCEMENT
PO BOX 4550IOWA CITYIA52244NONEPCIOWA MEN'S GOLF$2,000
UNIV OF IOWA CENTER FOR ADVANCEMENT
PO BOX 4550IOWA CITYIA52244NONEPCHANCHER$5,000
UNIV OF IOWA CENTER FOR ADVANCEMENT
PO BOX 4550IOWA CITYIA52244NONEPCIOWA CITY MONDAY MORNING QBACK SCHOLARSHIP$2,500
UNIV OF IOWA CENTER FOR ADVANCEMENT
PO BOX 4550IOWA CITYIA52244NONEPCEXELLENCE FUND, SCHOTTISH HIGHLAND ALUMNI FUND, COLLEGE OF EDUCATION ADVANCEMENT, & HIGH SCHOOL INNOVATIVE DEVELOPMENT IN EDUCATION AWARD$2,000
UNIV OF IOWA CENTER FOR ADVANCEMENT
PO BOX 4550IOWA CITYIA52244NONEPCLIBRARY SPECIAL COLLECTION$2,000
UNIV OF IOWA CENTER FOR ADVANCEMENT
PO BOX 4550IOWA CITYIA52244NONEPCOLD CAPITAL MUSEUM, STUDENT LIFE EMERGENCY FUND, STUDENT MENTAL HEALTH FUND, AND LIBRARY$2,000
UNIV OF IOWA CENTER FOR ADVANCEMENT
PO BOX 4550IOWA CITYIA52244NONEPCGENERAL OPERATING FUND$1,000
UNIV OF IOWA CENTER FOR ADVANCEMENT
PO BOX 4550IOWA CITYIA52244NONEPCCARDIOVASCULAR ICU AT UIHC$1,000
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$1,200
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$4,000
UNIV OF IOWA CENTER FOR ADVANCEMENT
PO BOX 4550IOWA CITYIA52244NONEPCGENERAL OPERATING FUND$8,000
UNIV OF IOWA CENTER FOR ADVANCEMENT
PO BOX 4550IOWA CITYIA52244NONEPCGENERAL OPERATING FUND$6,000
VISITING NURSE ASSN
1524 SYCAMORE STIOWA CITYIA52240NONEPCGENERAL OPERATING FUND$2,000
WESLEY ACRES
3520 GRAND AVEDES MOINESIA50312NONEPCGENERAL OPERATING FUND$500
YMCA OF WASHINGTON CO
520 WEST 5TH STWASHINGTONIA52353NONEPCGENERAL OPERATING FUND$6,000
ZACH JOHNSON FOUNDATION
PO BOX 2336CEDAR RAPIDSIA52406NONEPCKIDS ON COURSE ENDOWMENT$10,000
ZACH JOHNSON FOUNDATION
PO BOX 2336CEDAR RAPIDSIA52406NONEPCGENERAL OPERATING FUND$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$292,400TotalGrantOrContriPdDurYrAmt
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$338ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$165,644ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$15,623ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescSECURITIES LITIGATION PROCEEDSDesc
Business523000BusinessCd
Exclusion14ExclusionCd
Exclusion$929ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$151,288ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$151,288TotalIncomeProducingActyAmt

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

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$162,140
2000 BRISTOL MYERS SQUIBB CO$47,352$128,880
1000 CALIFORNIA WATER SERVICE GROUP$19,356$56,910
3000 LUMEN TECHNOLOGIES INC$55,624$3,960
13000 COEUR D ALENE MINES CORP$110,515$39,000
6016 ENBRIDGE INC$220,923$211,763
2000 ETF MANAGERS TRUST (HACK)$53,901$98,860
5981 EVERGY INC$224,899$346,001
1000 FACTORSHARES TRUST (SILJ)$16,659$9,690
2200 GOLAR LNG LIMITED$52,285$45,254
9400 LOCKHEED MARTIN CORP$421,382$4,173,694
3500 MDU RESOURCES GROUP INC.$64,824$102,130
1000 NEWMONT MINING CORP$49,105$40,550
20000 ORASURE TECHNOLOGIES INC$152,643$100,600
3000 OTTER TAIL CORP$69,106$222,630
1000 SHIP FINANCE INTERNATIONAL LIMITED$17,352$8,580
500 SOUTHWEST GAS CORP$10,154$29,265
7000 WEYERHAEUSER CO$215,881$200,620

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
8000 TEKLA HEALTHCAREAT COST$137,876$134,080
1000 COHEN & STEERS INFRASTRUCTURE FUND INCAT COST$26,012$21,150

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescPOSTAGEDesc
Revenue And Expenses Per Books$237RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$237DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescSECURITIES LITIGATION PROCEEDSDesc
Revenue And Expenses Per Books$929RevenueAndExpensesPerBooksAmt
Net Investment Income$929NetInvestmentIncomeAmt
Adjusted Net Income$929AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAX PAID$2,289$0$0
FOREIGN TAX PAID$3,945$3,945$0

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