KENNETH K KINSEY FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
KENNETH K KINSEY FAMILY FOUNDATION (EIN 36-4154135)
Tax period
2020-06-01 to 2021-05-31
Filed
2021-07-28
IRS object ID
202102099349100505
Schema version
2020v4.1
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)
Return2021-07-28T09:10:59-05:00ReturnTs
Tax Period End2021-05-31TaxPeriodEndDt

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 Begin2020-06-01TaxPeriodBeginDt

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
Phone3193545000PhoneNum

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
Phone3193545000PhoneNum
Signature2021-07-22SignatureDt
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

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSHAWNA HULSPreparerPersonNm
PTINP01315330PTIN
Phone3192985333PhoneNum
Preparation2021-07-21PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,023,776FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$106,248ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$7InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$7InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$147,477DividendsRevAndExpnssAmt
Dividends Net Invst Incm$147,477DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,155NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$156,126GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,155CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$125OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$125OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$255,012TotalRevAndExpnssAmt
Total Net Invst Incm$148,764TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$998CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,360AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,180AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,180AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$8,436TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,865TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$188OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$157OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$13,982TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,045TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,337TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$271,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$271,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$285,482TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,045TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$273,837TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$30,470ExcessRevenueOverExpensesAmt
Net Investment Income$143,719NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$74,330SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$44,793SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$44,793SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,950,408CorporateStockBOYAmt
Corporate Stock EOY$1,963,096CorporateStockEOYAmt
Corporate Stock EOYFMV$5,753,493CorporateStockEOYFMVAmt
Other Investments BOY$177,315OtherInvestmentsBOYAmt
Other Investments EOY$163,888OtherInvestmentsEOYAmt
Other Investments EOYFMV$225,490OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,202,053TotalAssetsBOYAmt
Total Assets EOY$2,171,777TotalAssetsEOYAmt
Total Assets EOYFMV$6,023,776TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$2,202,053CapitalStockBOYAmt
Capital Stock EOY$2,171,777CapitalStockEOYAmt
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$2,202,053TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,171,777TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,202,053TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,171,777TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,202,053TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$30,470ExcessRevenueOverExpensesAmt
Other Increases$194OtherIncreasesAmt
Subtotal$2,171,777SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,171,777TotNetAstOrFundBalancesEOYAmt

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 SECURITIESP$31,428$48,529-$17,101-$17,101
PUBLICLY TRADED SECURITIESD$106,778$106,442$336$336
CAPITAL GAINS DIVIDENDSP$17,920$17,920$17,920
FieldValueIRS element (for citing)
Capital Gain Net Income$1,155CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,998InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,998SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,998TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,200EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$3,200TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,202OverpaymentAmt
Applied To ES Tax$1,202AppliedToESTaxAmt
Refund$0RefundAmt

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
Phone3193382580PhoneNum

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 Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
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 (4 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 CITYIA52245PRESIDENT1.00$0$0$0
JEANETTE A KINSEY
38 POST ROADIOWA CITYIA52245DIRECTOR1.00$0$0$0
ELIZABETH J HAWLEY
38 POST ROADIOWA CITYIA52245DIRECTOR1.00$499$0$0
KRISTOFER K KINSEY
38 POST ROADIOWA CITYIA52245DIRECTOR1.00$499$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$5,589,237AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$51,260AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,640,497TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$5,640,497AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$84,607CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,555,890NetVlNoncharitableAssetsAmt
Minimum Investment Return$277,795MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$277,795MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,998TaxBasedOnInvestmentIncomeAmt
Total Tax$1,998TotalTaxAmt
Distributable Before Adj$275,797DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$275,797DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$275,797DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$273,837ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$273,837QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$273,837AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$275,797DistributableAsAdjustedAmt
Undistributed Income PY$272,058UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$273,837QualifyingDistributionsAmt
Applied To Year1$272,058AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,779AppliedToCurrentYearAmt
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$274,018UndistributedIncomeCYAmt
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 (117 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$3,000
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 - CO CRAIG WELT
3741 LACINA DR SWIOWA CITYIA52240NONEPCGENERAL OPERATING FUND$300
BIG BROTHERS BIG SISTERS
3109 OLD HWY 218 SOUTHIOWA CITYIA52240NONEPCGENERAL OPERATING FUND$500
BOSTON CHILDREN'S HOSPITAL TRUST
401 PARK DRBOSTONMA02115NONEPCGENERAL OPERATING FUND$300
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
CEDAR RAPIDS SCOTTISH RITE
616 A AVE NECEDAR RAPIDSIA52401NONEPCGENERAL OPERATING FUND$500
CITY OF LITERATURE USA
12350 LINN STIOWA CITYIA52240NONEPCGENERAL OPERATING FUND$1,000
COMMUNITY CRISIS SERVICES & FOOD BANK
1121 GILBERT CTIOWA CITYIA52240NONEPCGENERAL OPERATING FUND$2,000
COMMUNITY DEVELOPMENT ALTERNATIVES FOR KIDS
43495 TROUT CREEK RDSOLDIERS GROVEWI54655NONEPCGENERAL OPERATING FUND$300
COMMUNITY FOUNDATION OF JOHNSON COUNTY
501 12TH AVENUE SUITE 102CORALVILLEIA52241NONEPCGENERAL/ROTARY HEART SAFE FUND$17,500
COMMUNITY HEALTH FREE CLINIC
947 14TH AVE SECEDAR RAPIDSIA52401NONEPCGENERAL OPERATING FUND$2,000
CORALVILLE COMMUNITY FOOD PANTRY
PO BOX 5523CORALVILLEIA52241NONEPCGENERAL OPERATING FUND$1,500
COVENANT TEACHING FELLOWSHIP INC
4918 ROOSELVELT STHOLLYWOODFL33021NONEPCGENERAL OPERATING FUND$2,000
DISABLED AMERICAN VETERANS
PO BOX 14301CINCINNATIOH45250NONEPCGENERAL OPERATING FUND$200
DOMESTIC VIOLENCE INTERVENTION PROGRAM
1105 SOUTH GILBERT COURT STE 300IOWA CITYIA52240NONEPCGENERAL OPERATING FUND$2,500
DONALD ROSS SOCIETY FOUNDATION (DRS)
PO BOX 722CONCORDMA01742NONEPCGENERAL OPERATING FUND$1,000
EL KAHIR SHRINE CENTER
PO BOX 38HIAWATHAIA52233NONEPCGENERAL OPERATING FUND$400
EVANS SCHOLARS FOUNDATION
ONE BRIAR RDGOLFIL60029NONEPCGENERAL OPERATING FUND$2,500
FARAJA FUND FOUNDATION
8919 PARK RD STE 249CHARLOTTENC28210NONEPCGENERAL OPERATING FUND$1,000
FEED MY STARVING CHILDREN
PO BOX 865IOWA CITYIA52241NONEPCGENERAL OPERATING FUND$1,500
FERRYVILLE VISION AND PROMOTION
PO BOX 236FERRYVILLEWI54628NONEPCGENERAL OPERATING FUND$300
FILM SCENE
118 E COLLEGE ST 101IOWA CITYIA52240NONEPCGENERAL OPERATING FUND$1,000
FIRST CONGREGATIONAL CHURCH
500 8TH AVE SEMINNEAPOLISMN55414NONEPCGENERAL OPERATING AND CAPITAL CAMPAIGN$6,200
FIRST PRESBYTERIAN CHURCH
2701 ROCHESTER AVEIOWA CITYIA52245NONEPCGENERAL OPERATING FUND$2,000
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 PUBLIC TELEVISION
6535 CORPORATE DRIVE PO BOX 6400JOHNSTONIA501316400NONEPCGENERAL OPERATING FUND$500
GIVE FOUNDATION
3184 HWY 22RIVERSIDEIA52327NONEPCGENERAL OPERATING FUND$1,500
GREATER CEDAR RAPIDS COMMUNITY FOUNDATION
324 3RD ST SECEDAR RAPIDSIA52401NONEPCGENERAL OPERATING FUND$3,000
HANDS UP FOR HAITI
PO BOX 913MT KISCONY10549NONEPCGENERAL OPERATING FUND$1,000
HERBERT HOOVER LIBRARY
210 PARKSIDE DRWEST BRANCHIA52358NONEPCGENERAL OPERATING FUND$12,450
HITCHCOCK WOODS FOUNDATION
POBOX 1702AIKENSC29802NONEPCGENERAL OPERATING FUND$200
HOLDEN COMPREHENSIVE CANCER CENTER
PO BOX 4550IOWA CITYIA52244NONEPCGENERAL OPERATING FUND$3,000
HOOVER PRESIDENTIAL FOUNDATION
302 PARKSIDE DRWEST BRANCHIA52358NONEPCGENERAL OPERATING & STATUE FUND$2,000
HOSPICE CARE INITIATIVE
3720 QUEEN CT SW SUITE 9CEDAR RAPIDSIA52404NONEPCGENERAL OPERATING FUND$200
HOUSES INTO HOMES
401 6TH AVECORALVILLEIA52241NONEPCGENERAL OPERATING FUND$2,000
I CAN READ
1826 BROWN DEER COVECORALVILLEIA52241NONEPCGENERAL OPERATING FUND$1,000
ICCSD
1725 N DODGEIOWA CITYIA52245NONEPCGENERAL OPERATING FUND$6,000
IJAG
1111 9TH ST SUITE 268DES MOINESIA50314NONEPCGENERAL OPERATING FUND$1,500
IOWA CITY GOLF ASSOCIATION
1202 HIGHLAND CTIOWA CITYIA52240NONEPCSCHOLARSHIP$2,000
IOWA CITY MASONIC FOUNDATION
312 E COLLEGE ST 300IOWA CITYIA52240NONEPCGENERAL OPERATING FUND$1,500
IOWA CITY PUBLIC LIBRARY
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 210ANKENYIA50023NONEPCHERMAN SANI SCHOLARSHIP FUND$2,500
IOWA GOLF ASSOCIATION FOUNDATION
1605 N ANKENY BLVD STE 210ANKENYIA50023NONEPCGENERAL OPERATING FUND$1,500
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
860 QUARRY RDCORALVILLEIA52241NONEPCGENERAL 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 / SCHOLARSHIP$3,500
LEGACY FOUNDATION OF HARTFORD
1229 ALBANY AVEHARTFORDCT06112NONEPCGENERAL OPERATING FUND$1,000
LINN COUNTY HISTORICAL SOCIETY
PO BOX 137PLEASANTONKS66075NONEPCGENERAL OPERATING FUND$500
LITERACY VOLUNTEERS OF COLLIER COUNTY
8833 TAMIAMI TRAIL ENAPLESFL34113NONEPCGENERAL OPERATING FUND$1,500
MAKE A WISH FOUNDATION OF MINNESOTA
1919 UNIVERSITY AVE WEST SUITE 415SAINT PAULMN55104NONEPCGENERAL OPERATING FUND$500
MARCY OPEN SCHOOL
415 4TH AVE SEMINNEAPOLISMN55414NONEPCMARCY ARTS PARTNERSHIP$1,000
MERCY COMMUNITY HEALTH FOUNDATION
947 14TH AVE SECEDAR RAPIDSIA52401NONEPCGENERAL OPERATING FUND$300
MERCY HOSPITAL FDN
500 E MARKET STIOWA CITYIA52245NONEPCGENERAL AND EMPLOYEE RELIEF FUND$1,250
MISSOURI MILITARY ACADEMY
204 N GRAND STMEXICOMO65265NONEPCGENERAL OPERATING FUND$1,200
MOUNT MERCY UNIVERSITY FOUNDATION
1330 ELMHURST DR NECEDAR RAPIDSIA52402NONEPCGENERAL OPERATING FUND$5,000
NATIONAL ALLIANCE ON MENTAL ILLNESSJOHNSON COUNTY
1105 GILBERT CTIOWA CITYIA52240NONEPCGENERAL OPERATING FUND$1,000
NATIONAL CZECH & SLOVAK MUSEUM AND LIBRARY
1400 INSPIRATION PLACE SWCEDAR RAPIDSIA52404NONEPCGENERAL OPERATING FUND$500
NATIONAL TRUST FOR HISTORIC PRESERVATION
PO BOX 5043HAGERSTOWNMD21741NONEPCGENERAL OPERATING FUND$250
NEIGHBORHOOD CENTERS OF JOHNSON COUNTY
PO BOX 2491IOWA CITYIA52244NONEPCGENERAL OPERATING FUND$800
OAKNOLL FOUNDATION
1 OAKNOLL COURTIOWA CITYIA52246NONEPCGENERAL OPERATING FUND$1,000
OPERATION WALK LOS ANGELES
381 VAN NESS AVE SUITE 1514TORRANCECA90501NONEPCGENERAL OPERATING FUND$1,000
ORCHESTRA IOWA
119 THIRD AVENUE SECEDAR RAPIDSIA52401NONEPCGENERAL OPERATING FUND$500
PATHWAYS
817 PEPPERWOOD LANEIOWA CITYIA52240NONEPCGENERAL OPERATING FUND$1,000
PEDAL THE PACIFIC
PO BOX 5778AUSTINTX78763NONEPCGENERAL OPERATING FUND$1,000
RIVERSIDE THEATRE
213 N GILBERT STREETIOWA CITYIA52245NONEPCENDOWMENT FUND$1,000
RONALD MCDONALD HOUSE
730 HAWKINS DRIOWA CITYIA52246NONEPCGENERAL OPERATING FUND$5,000
ROTARY DISTRICT 6000 IOWA
PO BOX 122PELLAIA50219NONEPCIOWA M.O.S.T. / SCHOLARSHIP / FOOD BANK / CLUB FOOT$13,500
SAFETY VILLAGE-MERCY IA CITY COMMUNITY RELATIONS
500 E MARKET STIOWA CITYIA52245NONEPCGENERAL OPERATING FUND$300
SHELTER HOUSE COMMUNITY
429 SOUTHGATE AVEIOWA CITYIA52240NONEPCGENERAL OPERATING FUND$1,500
SOUTH FLORIDA PGA FOUNDATION
9393 VANDERBILT BEACH RDNAPLESFL34120NONEPCGENERAL OPERATING FUND$1,000
SOUTHEAST LINN COMMUNITY CENTER
1085 WASHINGTON STLISBONIA52253NONEPCGENERAL OPERATING FUND$500
ST MARYS CATHOLIC CHURCH
PO BOX 80OXFORDIA52322NONEPCGENERAL OPERATING FUND$1,000
SUMMER OF THE ARTS
319 E 1ST STIOWA CITYIA52240NONEPCGENERAL OPERATING FUND$1,000
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 RDCROMWELCT06416NONEPCGENERAL OPERATING FUND$1,000
THE FIRST TEE OF NAPLES
1370 CREEKSIDE BLVDNAPLESFL34108NONEPCGENERAL / SCHOLARSHIPS$5,000
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
THEATRE CEDAR RAPIDS
102 3RD STREET SECEDAR RAPIDSIA52401NONEPCGENERAL OPERATING FUND$1,000
TREES FOREVER
80 W 8TH AVEMARIONIA52302NONEPCGENERAL OPERATING FUND$1,000
UNITED WAY OF JOHNSON COUNTY
1150 5TH ST 290CORALVILLEIA52241NONEPCGENERAL OPERATING FUND$3,500
UNITY POINT HOSPICE
290 BLAIRS FERRY RD NE SUITE 100CEDAR RAPIDSIA52401NONEPCGENERAL OPERATING FUND$250
UNIVERSITY OF IOWA ALUMNI ASSOCIATION
PO BOX 4550IOWA CITYIA52244NONEPCGENERAL OPERATING FUND$1,000
UNIVERSITY OF IOWA FOUNDATION
PO BOX 4550IOWA CITYIA52244NONEPCSCHOOL OF MUSIC - COMMUNITY MUSIC PROJECT$3,500
UNIVERSITY OF IOWA FOUNDATION
PO BOX 4550IOWA CITYIA52244NONEPCIOWA MEN'S GOLF$2,000
UNIVERSITY OF IOWA FOUNDATION
PO BOX 4550IOWA CITYIA52244NONEPCKINNICK$2,000
UNIVERSITY OF IOWA FOUNDATION
PO BOX 4550IOWA CITYIA52244NONEPCGENERAL FUND$4,000
UNIVERSITY OF IOWA FOUNDATION
PO BOX 4550IOWA CITYIA52244NONEPCRESEARCH OF ALZHEIMER'S RELATIVE DEMENTIA$20,000
UNIVERSITY OF IOWA FOUNDATION
PO BOX 4550IOWA CITYIA52244NONEPCKINNICK$4,000
UNIVERSITY OF IOWA FOUNDATION
PO BOX 4550IOWA CITYIA52244NONEPCSCHOLARSHIP$20,000
UNIVERSITY OF IOWA FOUNDATION
PO BOX 4550IOWA CITYIA52244NONEPCCOLLEGE OF EDUCATION RENOVATION FUND$2,000
UNIVERSITY OF IOWA FOUNDATION
PO BOX 4550IOWA CITYIA52244NONEPCCYSTIC FIBROSIS RESEARCH$500
UNIVERSITY OF IOWA FOUNDATION
PO BOX 4550IOWA CITYIA52244NONEPCGENERAL FUND$2,000
UNIVERSITY OF IOWA FOUNDATION
PO BOX 4550IOWA CITYIA52244NONEPCIC MONDAY MORNING QUARTERBACK SCHOLARSHIP$1,000
UNIVERSITY OF IOWA FOUNDATION
PO BOX 4550IOWA CITYIA52244NONEPCJEANETTE KINSEY SCHOLARSHIP$10,000
UNIVERSITY OF IOWA FOUNDATION
PO BOX 4550IOWA CITYIA52244NONEPCPSYCHOLOGICAL AND BRAIN SCIENCE BUILDING$2,000
UNIVERSITY OF IOWA FOUNDATION
PO BOX 4550IOWA CITYIA52244NONEPCREBUILDING THE MUSEUM$2,000
UNIVERSITY OF IOWA FOUNDATION
PO BOX 4550IOWA CITYIA52244NONEPCBASKETBALL GOLF TOURNAMENT$1,000
VISITING NURSE ASSN
1524 SYCAMORE STIOWA CITYIA52240NONEPCGENERAL OPERATING FUND$2,000
YMCA CAMP WAPSIE
2174 WAPSIE RDCOGGONIA52218NONEPCGENERAL OPERATING FUND$300
YOUNG LIFE IOWA CITY
818 MAIDEN LNIOWA CITYIA52240NONEPCGENERAL OPERATING FUND$1,000
YOUTH HOMES OF MID-AMERICA
PO BOX 39JOHNSTONIA50131NONEPCGENERAL OPERATING FUND$1,200
ZACH JOHNSON FOUNDATION--KIDS ON COURSE ENDOWMENT
PO BOX 2336CEDAR RAPIDSIA52406NONEPCGENERAL OPERATING FUND$7,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$271,500TotalGrantOrContriPdDurYrAmt
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$7ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$147,477ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,155ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescREFUND - PRIOR FEESDesc
Exclusion14ExclusionCd
Exclusion$125ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$148,764ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$148,764TotalIncomeProducingActyAmt

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 RDAddressLine1Txt
CityIOWA CITYCityNm
State AbbreviationIAStateAbbreviationCd
ZIP52245ZIPCd
FieldValueIRS element (for citing)
Total Contributions$106,248TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property300 SHS LOCKHEED MARTIN CORPNoncashPropertyDesc
Fair Market Value$106,248FairMarketValueAmt
Received2020-12-30ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREP FEESCategoryTxt
Amt$4,360Amt
Net Investment Income$2,180NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,180DisbursementsCharitablePrpsAmt

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$168,400
2000 BRISTOL MYERS SQUIBB CO$47,351$131,440
1000 CALIFORNIA WATER SERVICE GROUP$19,356$56,840
5000 LUMEN TECHNOLOGIES INC$145,979$69,200
13000 COEUR D ALENE MINES CORP$110,515$135,200
6016 ENBRIDGE INC$220,923$231,496
2000 ETF MANAGERS TRUST (HACK)$53,901$117,100
5981 EVERGY INC$224,899$370,762
1000 ETF MANAGERS TRUST (SILJ)$16,659$17,650
2200 GOLAR LNG LIMITED$52,285$27,940
9400 LOCKHEED MARTIN CORP$421,382$3,592,680
3500 MDU RESOURCES GROUP INC.$64,824$117,810
1000 NEWMONT MINING CORP$49,105$73,480
20000 ORASURE TECHNOLOGIES INC$175,194$192,200
3000 OTTER TAIL CORP$69,106$143,910
1000 SHIP FINANCE INTERNATIONAL LIMITED$17,352$8,660
500 SOUTHWEST GAS CORP$10,154$33,005
7000 WEYERHAEUSER CO$215,881$265,720

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
8000 TEKLA HEALTHCAREAT COST$137,876$196,160
1000 COHEN & STEERS INFRASTRUCTURE FUND INCAT COST$26,012$29,330

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
POSTAGE$157$0$157
PENALTY$31$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescREFUND - PRIOR FEESDesc
Revenue And Expenses Per Books$125RevenueAndExpensesPerBooksAmt
Net Investment Income$125NetInvestmentIncomeAmt
Adjusted Net Income$125AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCOST BASIS IN EXCESS OF FMV OF CONTRIBUTED STOCKDesc
Amt$194Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAX PAID$5,571$0$0
FOREIGN TAX PAID$2,865$2,865$0

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