KENNETH K KINSEY FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- KENNETH K KINSEY FAMILY FOUNDATION (EIN 36-4154135)
- Tax period
- 2018-06-01 to 2019-05-31
- Filed
- 2019-08-02
- IRS object ID
- 201922149349100502
- Schema version
- 2018v3.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Applied To Prior Year Election
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-08-02T09:41:05-05:00 | ReturnTs |
| Tax Period End | 2019-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 411944416 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 FIRST ST SE STE 800 | AddressLine1Txt |
| City | CEDAR RAPIDS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 524011512 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364154135 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KENNETH K KINSEY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KENN | BusinessNameControlTxt |
| Phone | 3193545000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 38 POST RD | AddressLine1Txt |
| City | IOWA CITY | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52245 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENNETH K KINSEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3193545000 | PhoneNum |
| Signature | 2019-06-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHAWNA HULS | PreparerPersonNm |
| PTIN | P01315330 | PTIN |
| Phone | 3192985333 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.98.98.129 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-06-28 | IPDt |
| IP Tm | 15:57:03 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CFDCB964B1DF4C9A9DAAC3B1488004CEFEDD9B1E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,128,243 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $8,511 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,511 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $156,770 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $156,770 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$12,190 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $251,632 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$3,991 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $149,100 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $165,281 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $998 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,280 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,140 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,140 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,947 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,671 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $200 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,425 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,811 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,140 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $257,225 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $257,225 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $267,650 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,811 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $259,365 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$118,550 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $161,470 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $180,149 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $129,483 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $129,483 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,754,342 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,903,517 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,819,825 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $487,538 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $271,979 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $178,935 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,422,029 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,304,979 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,128,243 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,422,029 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,304,979 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,422,029 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,304,979 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,422,029 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,304,979 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,422,029 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$118,550 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,500 | OtherIncreasesAmt |
| Subtotal | $2,304,979 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,304,979 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $234,158 | $263,822 | -$29,664 | -$29,664 |
| PTP - DCP MIDSTREAM, LP - ORDINARY GAIN | P | $17,474 | $17,474 | $17,474 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$12,190 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $224,530 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,281,466 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042513 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $194,842 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,580,637 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042536 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $184,337 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,936,175 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046832 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $154,842 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,819,832 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.040536 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $137,810 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,187,288 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043237 | DistributionYr5Rt |
| Total Distribution | 0.215654 | TotalDistributionRt |
| Average Distribution | 0.043131 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,032,382 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $217,052 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,615 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $218,667 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $259,365 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,615 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,615 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,615 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,120 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,120 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,505 | OverpaymentAmt |
| Applied To ES Tax | $1,505 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | NONE | WebsiteAddressTxt |
| Individual With Books | KENNETH K KINSEY | IndividualWithBooksNm |
| Phone | 3193382580 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 38 POST ROAD | AddressLine1Txt |
| City | IOWA CITY | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52245 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| KENNETH K KINSEY | ||||||||
| 38 POST ROAD | IOWA CITY | IA | 52245 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JEANETTE A KINSEY | ||||||||
| 38 POST ROAD | IOWA CITY | IA | 52245 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ELIZABETH J HAWLEY | ||||||||
| 38 POST ROAD | IOWA CITY | IA | 52245 | DIRECTOR | 1.00 | $499 | $0 | $0 |
| KRISTOFER K KINSEY | ||||||||
| 38 POST ROAD | IOWA CITY | IA | 52245 | DIRECTOR | 1.00 | $499 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,001,321 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $107,696 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,109,017 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,109,017 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $76,635 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,032,382 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $251,619 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $251,619 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,615 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $2,621 | IncomeTaxAmt |
| Total Tax | $4,236 | TotalTaxAmt |
| Distributable Before Adj | $247,383 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $247,383 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $247,383 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $259,365 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $259,365 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,615 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $257,750 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $247,383 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $258,725 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $259,365 | QualifyingDistributionsAmt |
| Applied To Year1 | $258,725 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $640 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $246,743 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KENNETH K KINSEY | ContributingManagerNm |
| Contributing Manager | JEANETTE A KINSEY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (116 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ABBE CENTER FOR COMMUNITY MENTAL HEALTH | ||||||||
| 1039 ARTHUR ST | IOWA CITY | IA | 52240 | NONE | PC | GENERAL OPERATING FUND | $3,000 | |
| AGING SERVICES | ||||||||
| 317 7TH AVE SE 302 | CEDAR RAPIDS | IA | 52401 | NONE | PC | GENERAL OPERATING FUND | $1,500 | |
| ALZHEIMER'S ASSOCIATION EAST CENTRAL IOWA | ||||||||
| 317 SEVENTH AVENUE SE STE 402 | CEDAR RAPIDS | IA | 52401 | NONE | PC | GENERAL OPERATING FUND | $2,000 | |
| AMERICAN CANCER SOCIETY HOPE LODGE | ||||||||
| 750 HAWKINS DR | IOWA CITY | IA | 52246 | NONE | PC | GENERAL OPERATING FUND | $1,500 | |
| AMERICAN FOUNDATION FOR SUICIDE PREVENTION | ||||||||
| 120 WALL STREET 29TH FLOOR | NEW YORK | NY | 10005 | NONE | PC | GENERAL OPERATING FUND | $500 | |
| AMERICAN SENIORS GOLF ASSN | ||||||||
| PO BOX 100 | MARSTONS MILLS | MA | 02648 | NONE | PC | GENERAL OPERATING FUND | $3,500 | |
| ARENACO (IOWA RIVER LANDING) | ||||||||
| 1512 7TH ST | CORALVILLE | IA | 52241 | NONE | PC | GENERAL OPERATING FUND | $2,000 | |
| ATHLETES IN ACTION - CO CRAIG WELT | ||||||||
| 3741 LACINA DR SW | IOWA CITY | IA | 52240 | NONE | PC | GENERAL OPERATING FUND | $300 | |
| BIG BROTHERS BIG SISTERS | ||||||||
| 3109 OLD HWY 218 SOUTH | IOWA CITY | IA | 52240 | NONE | PC | GENERAL OPERATING FUND | $500 | |
| BOSTON CHILDREN'S HOSPITAL TRUST | ||||||||
| 401 PARK DR | BOSTON | MA | 02115 | NONE | PC | GENERAL OPERATING FUND | $300 | |
| CAMP COURAGEOUS | ||||||||
| 12007 190TH STREET | MONTICELLO | IA | 52310 | NONE | PC | GENERAL OPERATING FUND | $2,000 | |
| CEDAR RAPIDS MUSEUM OF ART | ||||||||
| 410 THIRD AVE SE | CEDAR RAPIDS | IA | 52401 | NONE | PC | GENERAL OPERATING FUND | $1,000 | |
| CEDAR RAPIDS PUBLIC LIBRARY FOUNDATION | ||||||||
| 450 5TH AVE SE | CEDAR RAPIDS | IA | 52401 | NONE | PC | GENERAL OPERATING FUND | $1,000 | |
| CEDAR RAPIDS SCOTTISH RITE | ||||||||
| 616 A AVE NE | CEDAR RAPIDS | IA | 52401 | NONE | PC | GENERAL OPERATING FUND | $500 | |
| COMMUNITY DEVELOPMENT ALTERNATIVES FOR KIDS | ||||||||
| 410 E WASHINGTON ST | IOWA CITY | IA | 52240 | NONE | PC | GENERAL OPERATING FUND | $300 | |
| COMMUNITY FOUNDATION OF JOHNSON COUNTY | ||||||||
| 325 E WASHINGTON STREET | IOWA CITY | IA | 52240 | NONE | PC | GENERAL OPERATING FUND | $5,000 | |
| COMMUNITY HEALTH FREE CLINIC | ||||||||
| 947 14TH AVE SE | CEDAR RAPIDS | IA | 52401 | NONE | PC | GENERAL OPERATING FUND | $2,000 | |
| CORALVILLE COMMUNITY FOOD PANTRY | ||||||||
| 1002 5TH STREET | CORALVILLE | IA | 52241 | NONE | PC | GENERAL OPERATING FUND | $1,500 | |
| DOMESTIC VIOLENCE INTERVENTION PROGRAM | ||||||||
| PO BOX 3170 | IOWA CITY | IA | 52244 | NONE | PC | GENERAL OPERATING FUND | $2,000 | |
| DONALD ROSS SOCIETY FOUNDATION (DRS) | ||||||||
| 450 MONTBROOK LANE | KNOXVILLE | TN | 37919 | NONE | PC | GENERAL OPERATING FUND | $1,000 | |
| EL KAHIR SHRINE HOSPITAL | ||||||||
| 1400 BLAIRS FERRY RD NE | CEDAR RAPIDS | IA | 52402 | NONE | PC | GENERAL OPERATING FUND | $300 | |
| EVANS SCHOLARS FOUNDATION | ||||||||
| ONE BRIAR RD | GOLF | IL | 60029 | NONE | PC | GENERAL OPERATING FUND | $2,500 | |
| FACE IT FOUNDATION | ||||||||
| 2722 HWY 694 SERVICE DRIVE | NEW BRIGHTON | MN | 55112 | NONE | PC | GENERAL OPERATING FUND | $1,000 | |
| FAMILY CRISIS SUPPORT NETWORK | ||||||||
| PO BOX 11 | ATLANTIC | IA | 50022 | NONE | PC | GENERAL OPERATING FUND | $1,000 | |
| FEED MY STARVING CHILDREN | ||||||||
| C/O MARGY TOWERS 175 E DOVETAIL DR | CORALVILLE | IA | 52241 | NONE | PC | GENERAL OPERATING FUND | $1,000 | |
| FERRYVILLE VISION & PROMOTION | ||||||||
| PO BOX 236 | FERRYVILLE | WI | 54628 | NONE | PC | GENERAL OPERATING FUND | $250 | |
| FILM SCENE | ||||||||
| 118 E COLLEGE ST 101 | IOWA CITY | IA | 52240 | NONE | PC | GENERAL OPERATING FUND | $1,000 | |
| FIRST CHRISTIAN CHURCH | ||||||||
| 900 LINCOLNSHIRE PLACE | CORALVILLE | IA | 52241 | NONE | PC | GENERAL OPERATING FUND | $500 | |
| FIRST CONGREGATIONAL CHURCH | ||||||||
| 500 8TH AVE SE | MINNEAPOLIS | MN | 55414 | NONE | PC | GENERAL OPERATING FUND | $1,200 | |
| FIRST PRESBYTERIAN CHURCH OF LAKE FOREST | ||||||||
| 700 N SHERIDAN RD | LAKE FOREST | IL | 60045 | NONE | PC | GENERAL OPERATING FUND | $3,000 | |
| FIRST PRESBYTERIAN CHURCH | ||||||||
| 2701 ROCHESTER AVE | IOWA CITY | IA | 52245 | NONE | PC | GENERAL OPERATING FUND | $2,000 | |
| FOLDS OF HONOR FND | ||||||||
| 5800 N PATRIOT DR | OWASSO | OK | 74055 | NONE | PC | GENERAL OPERATING FUND | $1,000 | |
| FRIENDS OF IOWA PUBLIC TELEVISION | ||||||||
| 6535 CORPORATE DRIVE PO BOX 6400 | JOHNSTON | IA | 501316400 | NONE | PC | GENERAL OPERATING FUND | $500 | |
| GENESIS HEALTH SERVICES FOUNDATION | ||||||||
| 1227 EAST RUSHOLME ST | DAVENPORT | IA | 52803 | NONE | PC | GENERAL OPERATING FUND | $2,000 | |
| GIRL SCOUTS OF AMERICA TROUP 40116 | ||||||||
| 904 SPRUCE ST | ATLANTIC | IA | 50022 | NONE | PC | GENERAL OPERATING FUND | $1,000 | |
| GIVE FOUNDATION | ||||||||
| 3184 HWY 22 | RIVERSIDE | IA | 52327 | NONE | PC | GENERAL OPERATING FUND | $2,000 | |
| GRACE COMMUNITY CHURCH | ||||||||
| 2707 DUBUQUE ST NE | NORTH LIBERTY | IA | 52317 | NONE | PC | GENERAL OPERATING FUND | $200 | |
| GRACE LUTHERAN CHURCH - LITTLE KITCHEN FOOD SHELF | ||||||||
| 1500 6TH ST NE | MINNEAPOLIS | MN | 55413 | NONE | PC | GENERAL OPERATING FUND | $500 | |
| GREATER CEDAR RAPIDS COMMUNITY FOUNDATION | ||||||||
| 324 3RD ST SE | CEDAR RAPIDS | IA | 52401 | NONE | PC | GENERAL OPERATING FUND | $3,000 | |
| HEALTHY KIDS COMMUNITY CARE (COMMUNITY FOUNDATION OF JOHNSON COUNTY IOWA) | ||||||||
| 325 E WASHINGTON STREET | IOWA CITY | IA | 52240 | NONE | PC | GENERAL OPERATING FUND | $5,000 | |
| HERBERT HOOVER LIBRARY | ||||||||
| 210 PARKSIDE DR | WEST BRANCH | IA | 52358 | NONE | PC | GENERAL OPERATING FUND | $6,000 | |
| HERMAN SANI SCHOLARSHIP FUND - IOWA GOLF ASSN FOUNDATION | ||||||||
| 8515 DOUGLAS AVE STE 25 | URBANDALE | IA | 50322 | NONE | PC | GENERAL OPERATING FUND | $2,500 | |
| HITCHCOCK WOODS FOUNDATION | ||||||||
| POBOX 1702 | AIKEN | SC | 29802 | NONE | PC | GENERAL OPERATING FUND | $200 | |
| HOLDEN COMPREHENSIVE CANCER CENTER | ||||||||
| PO BOX 4550 | IOWA CITY | IA | 52244 | NONE | PC | GENERAL OPERATING FUND | $3,500 | |
| HOOVER PRESIDENTIAL FOUNDATION | ||||||||
| 302 PARKSIDE DR | WEST BRANCH | IA | 52358 | NONE | PC | GENERAL OPERATING & STATUE FUND | $2,000 | |
| HOUSES INTO HOMES | ||||||||
| 1935 FLANIGAN COURT | IOWA CITY | IA | 52246 | NONE | PC | GENERAL OPERATING FUND | $2,000 | |
| I CAN READ | ||||||||
| 1826 BROWN DEER COVE | CORALVILLE | IA | 52241 | NONE | PC | GENERAL OPERATING FUND | $1,000 | |
| ICCSD | ||||||||
| 509 S DUBUQUE | IOWA CITY | IA | 52240 | NONE | PC | GENERAL OPERATING FUND | $6,000 | |
| IJAG | ||||||||
| GRIMES STATE OFFICE BUILDING 3RD | DES MOINES | IA | 50319 | NONE | PC | GENERAL OPERATING FUND | $1,500 | FLOOR |
| IOWA CITY FREE MEDICAL CLINIC | ||||||||
| 2440 TOWNCREST DR | IOWA CITY | IA | 52240 | NONE | PC | GENERAL OPERATING FUND | $1,500 | |
| IOWA CITY HOSPICE | ||||||||
| 1025 WADE ST | IOWA CITY | IA | 52240 | NONE | PC | GENERAL OPERATING FUND | $300 | |
| IOWA CITY MASONIC FOUNDATION | ||||||||
| 4970 AMERICAN LEGION RD | IOWA CITY | IA | 52240 | NONE | PC | GENERAL OPERATING FUND | $3,000 | |
| IOWA CITY PUBLIC LIBRARY | ||||||||
| 123 S LINN ST | IOWA CITY | IA | 52240 | NONE | PC | GENERAL OPERATING FUND | $1,000 | |
| IOWA CITY ROTARY WHEEL CLUB | ||||||||
| PO BOX 684 | IOWA CITY | IA | 52244 | NONE | PC | GENERAL OPERATING FUND | $500 | |
| IOWA CITY UNESCO CITY OF LITERATURE | ||||||||
| 123 S LINN ST | IOWA CITY | IA | 52240 | NONE | PC | GENERAL OPERATING FUND | $1,000 | |
| IOWA ENVIRONMENTAL COUNCIL | ||||||||
| 521 E LOCUST ST STE 220 | DES MOINES | IA | 50309 | NONE | PC | GENERAL OPERATING FUND | $2,500 | |
| IOWA GOLF ASSOCIATION FOUNDATION | ||||||||
| 1605 N ANKENY BLVD STE 210 | ANKENY | IA | 50023 | NONE | PC | GENERAL OPERATING FUND | $1,500 | |
| IOWA PGA FOUNDATION | ||||||||
| 3184 HWY 22 | RIVERSIDE | IA | 52327 | NONE | PC | GENERAL OPERATING FUND | $1,000 | |
| IOWA PUBLIC RADIO | ||||||||
| 2022 COMMUNICATIONS BUILDING | AMES | IA | 50011 | NONE | PC | GENERAL OPERATING FUND | $500 | |
| IOWA WOMEN'S FOUNDATION | ||||||||
| 2201 GRANTVIEW DR SUITE 200 | CORALVILLE | IA | 52241 | NONE | PC | GENERAL OPERATING FUND | $900 | |
| JOHNSON COUNTY CRISIS CENTER | ||||||||
| 1121 GILBERT COURT | IOWA CITY | IA | 52240 | NONE | PC | GENERAL OPERATING FUND | $1,500 | |
| JOHNSON COUNTY HISTORICAL SOCIETY | ||||||||
| 860 QUARRY RD | CORALVILLE | IA | 52241 | NONE | PC | GENERAL OPERATING FUND | $1,000 | |
| JUNIOR ACHIEVEMENT OF EASTERN IOWA | ||||||||
| 324 3RD ST SE 200 | CEDAR RAPIDS | IA | 52401 | NONE | PC | GENERAL OPERATING FUND | $500 | |
| KIRKWOOD COMMUNITY COLLEGE FOUNDATION | ||||||||
| 6301 KIRKWOOD BLVD SW | CEDAR RAPIDS | IA | 52404 | NONE | PC | GENERAL OPERATING FUND | $3,000 | |
| LEGACY FOUNDATION OF HARTFORD | ||||||||
| 1229 ALBANY AVE | HARTFORD | CT | 06112 | NONE | PC | GENERAL OPERATING FUND | $1,000 | |
| LINN COUNTY HISTORICAL MUSEUM | ||||||||
| 716 OAKLAND ROAD NE STE 103 | CEDAR RAPIDS | IA | 52402 | NONE | PC | GENERAL OPERATING FUND | $800 | |
| MAKE A WISH FOUNDATION OF MINNESOTA | ||||||||
| 615 FIRST AVE NE SUITE 415 | MINNEAPOLIS | MN | 55413 | NONE | PC | GENERAL OPERATING FUND | $300 | |
| MARCY OPEN SCHOOL | ||||||||
| 415 4TH AVE SE | MINNEAPOLIS | MN | 55414 | NONE | PC | GENERAL OPERATING FUND | $1,000 | |
| MERCY HOSPITAL FDN | ||||||||
| 500 E MARKET ST | IOWA CITY | IA | 52245 | NONE | PC | GENERAL OPERATING FUND | $1,000 | |
| METRO MIX CHORUS | ||||||||
| 1417 39TH ST SE | CEDAR RAPIDS | IA | 52403 | NONE | PC | GENERAL OPERATING FUND | $750 | |
| MISSOURI MILITARY ACADEMY | ||||||||
| 204 N GRAND ST | MEXICO | MO | 65265 | NONE | PC | GENERAL OPERATING FUND | $1,200 | |
| MOUNT MERCY UNIVERSITY FOUNDATION | ||||||||
| 1330 ELMHURST DR NE | CEDAR RAPIDS | IA | 52402 | NONE | PC | GENERAL OPERATING FUND | $5,000 | |
| NATIONAL ALLIANCE ON MENTAL ILLNESSJOHNSON COUNTY | ||||||||
| 1105 GILBERT CT | IOWA CITY | IA | 52240 | NONE | PC | GENERAL OPERATING FUND | $2,000 | |
| NATIONAL CZECH & SLOVAK MUSEUM AND LIBRARY | ||||||||
| 1400 INSPIRATION PLACE SW | CEDAR RAPIDS | IA | 52404 | NONE | PC | GENERAL OPERATING FUND | $500 | |
| NEIGHBORHOOD CENTERS OF JOHNSON COUNTY | ||||||||
| PO BOX 2491 | IOWA CITY | IA | 52244 | NONE | PC | GENERAL OPERATING FUND | $1,300 | |
| NISHNA VALLEY TRAILS INC | ||||||||
| C/O BOB CHASE 2824 COUNTRY CLUB DR | ATLANTIC | IA | 50022 | NONE | PC | GENERAL OPERATING FUND | $1,000 | |
| OAKNOLL FOUNDATION | ||||||||
| 1 OAKNOLL COURT | IOWA CITY | IA | 52246 | NONE | PC | GENERAL OPERATING FUND | $1,000 | |
| ORCHESTRA IOWA | ||||||||
| 119 THIRD AVENUE SE | CEDAR RAPIDS | IA | 52401 | NONE | PC | GENERAL OPERATING FUND | $500 | |
| PARTNERS IN FOSTER CARE | ||||||||
| 2706 BADGER LANE | MADISON | WI | 53713 | NONE | PC | GENERAL OPERATING FUND | $500 | |
| PATHWAYS | ||||||||
| 817 PEPPERWOOD LANE | IOWA CITY | IA | 52240 | NONE | PC | GENERAL OPERATING FUND | $1,000 | |
| RIVERSIDE THEATRE | ||||||||
| 213 N GILBERT STREET | IOWA CITY | IA | 52245 | NONE | PC | GENERAL OPERATING FUND | $1,000 | |
| RONALD MCDONALD HOUSE | ||||||||
| 730 HAWKINS DR | IOWA CITY | IA | 52246 | NONE | PC | GENERAL OPERATING FUND | $5,000 | |
| ROTARY CLUB OF MARSHALLTOWN | ||||||||
| PO BOX 754 | MARSHALLTOWN | IA | 50158 | NONE | PC | GENERAL OPERATING FUND | $500 | |
| ROTARY DISTRICT 6000 IOWA | ||||||||
| PO BOX 122 | PELLA | IA | 50219 | NONE | PC | IOWA M.O.S.T. (MILES OF SMILES TEAM) - PROVIDE FREE CLEFT LIP/PALATE SURGERY | $1,500 | |
| ROTARY INTERNATIONAL FOUNDATION | ||||||||
| PO BOX 684 | IOWA CITY | IA | 52244 | NONE | PC | GENERAL OPERATING FUND | $1,000 | |
| SAFETY VILLAGE-MERCY IA CITY COMMUNITY RELATIONS | ||||||||
| 500 E MARKET ST | IOWA CITY | IA | 52245 | NONE | PC | GENERAL OPERATING FUND | $400 | |
| SHELTER HOUSE COMMUNITY | ||||||||
| 429 SOUTHGATE AVE | IOWA CITY | IA | 52240 | NONE | PC | GENERAL OPERATING FUND | $1,500 | |
| SOUTH FLORIDA PGA FOUNDATION | ||||||||
| C/O OLDE FLORIDA 9393 VANDERBILT | NAPLES | FL | 34120 | NONE | PC | GENERAL OPERATING FUND | $1,000 | BEACH RD |
| ST MARYS CATHOLIC CHURCH | ||||||||
| PO BOX 80 | OXFORD | IA | 52322 | NONE | PC | GENERAL OPERATING FUND | $1,000 | |
| ST STEPHEN'S HUMAN SERVICES | ||||||||
| 2309 NICOLLET AVE | MINNEAPOLIS | MN | 55404 | NONE | PC | GENERAL OPERATING FUND | $500 | |
| STAND UP FOR ANIMALS | ||||||||
| 33 LARRY HIRSCH LANE | WESTERLY | RI | 02891 | NONE | PC | GENERAL OPERATING FUND | $2,000 | |
| SUMMER OF THE ARTS | ||||||||
| 325 E WASHINGTON ST 301 | IOWA CITY | IA | 52240 | NONE | PC | GENERAL OPERATING FUND | $1,000 | |
| TABLE TO TABLE | ||||||||
| 840 S CAPITOL ST | IOWA CITY | IA | 52240 | NONE | PC | GENERAL OPERATING FUND | $2,500 | |
| TEXAS 4000 FOR CANCER | ||||||||
| PO BOX 6459 | AUSTIN | TX | 78762 | NONE | PC | GENERAL OPERATING FUND | $3,000 | |
| THE BIRD HOUSE - HOSPICE HOME OF JOHNSON COUNTY | ||||||||
| 8 LIME KILN LN NE | IOWA CITY | IA | 52240 | NONE | PC | GENERAL OPERATING FUND | $1,000 | |
| THE ENGLERT THEATRE | ||||||||
| 221 E WASHINGTON ST | IOWA CITY | IA | 52240 | NONE | PC | GENERAL OPERATING FUND | $2,500 | |
| THE FIRST TEE OF BALTIMORE | ||||||||
| C/O SINCLAIR EADDY JR 1321 CHURCH | BALTIMORE | MD | 21208 | NONE | PC | GENERAL OPERATING FUND | $1,000 | HILL DR |
| THE FIRST TEE OF CENTRAL IOWA | ||||||||
| 15920 HICKMAN RD SUITE 400 | CLIVE | IA | 50325 | NONE | PC | GENERAL OPERATING FUND | $1,500 | |
| THE FIRST TEE OF CONNECTICUT | ||||||||
| 55 GOLF CLUB RD | CROMWEL | CT | 06416 | NONE | PC | GENERAL OPERATING FUND | $1,000 | |
| THE FIRST TEE OF MINNEAPOLIS | ||||||||
| 445 ST ANTHONY PARKWAY | MINNEAPOLIS | MN | 55418 | NONE | PC | GENERAL OPERATING FUND | $300 | |
| THE FIRST TEE OF NAPLES | ||||||||
| 9393 VANDERBILT BEACH RD | NAPLES | FL | 34120 | NONE | PC | GENERAL OPERATING FUND | $1,500 | |
| THE FIRST TEE OF NAPLESCOLLIER | ||||||||
| 1370 CREEKSIDE BLVD | NAPLES | FL | 34108 | NONE | PC | SCHOLARSHIP | $3,000 | |
| THE IOWA CHILDRENS MUSEUM | ||||||||
| 1451 CORAL RIDGE AVE | CORALVILLE | IA | 52241 | NONE | PC | GENERAL OPERATING FUND | $1,500 | |
| THE READING CENTER - DYSLEXIA INSTITUTE OF MN | ||||||||
| 847 5TH ST NW | ROCHESTER | MN | 55901 | NONE | PC | GENERAL OPERATING FUND | $300 | |
| THE SALVATION ARMY IOWA CITY CORP | ||||||||
| 1116 E GILBERT COURT | IOWA CITY | IA | 52240 | NONE | PC | GENERAL OPERATING FUND | $1,000 | |
| THEATRE CEDAR RAPIDS | ||||||||
| 102 3RD STREET SE | CEDAR RAPIDS | IA | 52401 | NONE | PC | GENERAL OPERATING FUND | $1,000 | |
| TREES FOREVER | ||||||||
| 770 7TH AVE | MARION | IA | 52302 | NONE | PC | GENERAL OPERATING FUND | $1,000 | |
| UNITED METHODIST CHURCH OF TIFFIN | ||||||||
| 300 WEST MARENGO ROAD | TIFFIN | IA | 52340 | NONE | PC | GENERAL OPERATING FUND | $200 | |
| UNITED WAY OF JOHNSON COUNTY | ||||||||
| 1150 5TH ST 290 | CORALVILLE | IA | 52241 | NONE | PC | GENERAL OPERATING FUND | $3,500 | |
| UNIVERSITY OF IOWA ALUMNI ASSOCIATION | ||||||||
| PO BOX 1970 | IOWA CITY | IA | 52244 | NONE | PC | GENERAL OPERATING FUND | $1,000 | |
| UNIVERSITY OF IOWA FOUNDATION - PONSETI INTERNATIONAL ASSN | ||||||||
| 401 SE 3RD STREET | LEON | IA | 50144 | NONE | PC | GENERAL OPERATING FUND | $1,500 | |
| UNIVERSITY OF IOWA FOUNDATION | ||||||||
| PO BOX 4550 | IOWA CITY | IA | 52244 | NONE | PC | GENERAL OPERATING FUND | $78,725 | |
| VISITING NURSE ASSN | ||||||||
| 2953 SIERRA CT SW | IOWA CITY | IA | 52240 | NONE | PC | GENERAL OPERATING FUND | $2,000 | |
| YOUNG LIFE IOWA CITY | ||||||||
| 818 S GILBERT CT | IOWA CITY | IA | 52240 | NONE | PC | GENERAL OPERATING FUND | $1,000 | |
| YOUTH HOMES OF MID-AMERICA | ||||||||
| PO BOX 39 | JOHNSTON | IA | 50131 | NONE | PC | GENERAL OPERATING FUND | $1,200 | |
| ZACH JOHNSON FOUNDATION--KIDS ON COURSE ENDOWMENT | ||||||||
| PO BOX 2336 | CEDAR RAPIDS | IA | 52406 | NONE | PC | GENERAL OPERATING FUND | $6,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $257,225 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,511 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $156,770 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $17,474 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$29,664 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DCP MIDSTREAM PARTNERS K-1 | Desc |
| Business | 211110 | BusinessCd |
| Unrelated Business Taxbl Incm | -$3,991 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $13,483 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $135,617 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $149,100 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEES | CategoryTxt |
| Amt | $4,280 | Amt |
| Net Investment Income | $2,140 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,140 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT 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, PRESIDENT | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 2000 AMEREN CORP | $48,230 | $146,680 |
| 2000 BRISTOL MYERS SQUIBB CO | $47,351 | $90,740 |
| 1000 CALIFORNIA WATER SERVICE GROUP | $19,356 | $49,220 |
| 5000 CENTURYLINK | $145,979 | $52,250 |
| 13000 COEUR D ALENE MINES CORP | $110,515 | $36,920 |
| 1000 DCP MIDSTREAM PARTNERS LP | $28,765 | $30,420 |
| 2000 ETF MANAGERS TRUST (HACK) | $53,901 | $76,420 |
| 9000 LOCKHEED MARTIN CORP | $421,382 | $3,046,860 |
| 3500 MDU RESOURCES GROUP INC. | $64,824 | $86,380 |
| 1000 NEWMONT MINING CORP | $49,105 | $33,090 |
| 18000 ORASURE TECHNOLOGIES INC | $153,415 | $149,400 |
| 3000 OTTER TAIL CORP | $69,106 | $149,010 |
| 1000 SOUTHWEST GAS CORP | $19,245 | $85,140 |
| 8000 TEKLA HEALTHCARE | $137,876 | $150,800 |
| 6016 ENBRIDGE INC | $220,923 | $221,810 |
| 3000 GOLAR LNG LIMITED | $71,293 | $54,570 |
| 1000 SHIP FINANCE INTERNATIONAL LIMITED | $17,352 | $12,380 |
| 5981 EVERGY INC | $224,899 | $347,735 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 2300 SATURNS TR NO 2007 | AT COST | $39,439 | $12,190 |
| 1000 ETF MANAGERS TRUST (SILJ) | AT COST | $16,659 | $7,145 |
| 7000 WEYERHAEUSER CO | AT COST | $215,881 | $159,600 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | USPS | Desc |
| Revenue And Expenses Per Books | $200 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DCP MIDSTREAM PARTNERS K-1 | Desc |
| Revenue And Expenses Per Books | -$3,991 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | -$3,991 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF PRIOR YEAR GRANTS | Desc |
| Amt | $1,500 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAID | $3,276 | $0 | $0 |
| FOREIGN TAX PAID | $1,671 | $1,671 | $0 |
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