KENNETH K KINSEY FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- KENNETH K KINSEY FAMILY FOUNDATION (EIN 36-4154135)
- Tax period
- 2016-06-01 to 2017-05-31
- Filed
- 2017-07-19
- IRS object ID
- 201732009349100303
- Schema version
- 2016v3.0
- 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
- Form 990-PF
- Schedule B
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-07-19T10:32:27-05:00 | ReturnTs |
| Tax Period End | 2017-05-31 | 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 | 125 S DUBUQUE ST | AddressLine1Txt |
| City | IOWA CITY | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 522404077 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-06-01 | 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 ROAD | 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 | 2017-07-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MADELINE WINDAUER | PreparerPersonNm |
| PTIN | P00094137 | PTIN |
| Phone | 3193541500 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.171.131.188 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-07-17 | IPDt |
| IP Tm | 09:45:38 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8188F5105CE746EC099054DA211A9C02C2ABC2A7 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4EB68A65321406C632C30C388056C7EEC112CD33 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,003,637 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $73,072 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $17,622 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $17,622 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $146,170 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $146,170 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$49,452 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $149,763 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $528 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $187,940 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $163,792 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,800 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $900 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,685 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,843 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,842 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $257 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $114 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,856 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,843 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,742 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $192,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $192,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $197,956 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,843 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $194,842 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$10,016 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $161,949 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $90,060 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $116,031 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $116,031 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,015,324 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,043,984 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,637,180 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $357,226 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $292,579 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $250,426 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,462,610 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,452,594 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,003,637 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,462,610 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,452,594 | 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 | $2,462,610 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,452,594 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,462,610 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,452,594 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,462,610 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$10,016 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,452,594 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,452,594 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $149,763 | GrossSalesPriceAmt |
| Cost Or Other Basis | $199,215 | CostOrOtherBasisAmt |
| Gain Or Loss | -$49,452 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$49,452 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$49,452 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $184,337 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,936,175 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046832 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $154,842 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,819,832 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.040536 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $137,810 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,187,288 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.043237 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $124,333 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,710,981 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045863 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $108,800 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,556,447 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.042559 | DistributionYr5Rt |
| Total Distribution | 0.219027 | TotalDistributionRt |
| Average Distribution | 0.043805 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,580,637 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $200,655 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,619 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $202,274 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $194,842 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,239 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,239 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,239 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,640 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,640 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,599 | TaxDueAmt |
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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
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 | $900 | $0 | $0 |
| KRISTOFER K KINSEY | ||||||||
| 38 POST ROAD | IOWA CITY | IA | 52245 | DIRECTOR | 1.00 | $900 | $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 | $4,587,298 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $63,095 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,650,393 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,650,393 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $69,756 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,580,637 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $229,032 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $229,032 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,239 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,239 | TotalTaxAmt |
| Distributable Before Adj | $225,793 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $225,793 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $225,793 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $194,842 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $194,842 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $194,842 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $225,793 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $191,327 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $194,842 | QualifyingDistributionsAmt |
| Applied To Year1 | $191,327 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,515 | 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 | $222,278 | 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 (109 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AGING SERVICES | ||||||||
| 317 7TH AVE SE 302 | CEDAR RAPIDS | IA | 52401 | NONE | PUBLIC | GENERAL OPERATING FUND | $1,500 | |
| ALZHEIMER'S ASSOCIATION EAST CENTRAL IOWA | ||||||||
| 317 SEVENTH AVENUE SE STE 402 | CEDAR RAPIDS | IA | 52401 | NONE | PUBLIC | GENERAL OPERATING FUND | $750 | |
| AMERICAN CANCER SOCIETY HOPE LODGE | ||||||||
| 750 HAWKINS DR | IOWA CITY | IA | 52246 | NONE | PUBLIC | GENERAL OPERATING FUND | $1,500 | |
| AMERICAN SENIORS GOLF ASSN | ||||||||
| PO BOX 100 | MARSTONS MILLS | MA | 02648 | NONE | PUBLIC | GENERAL OPERATING FUND | $3,000 | |
| ATHLETES IN ACTION - CO CRAIG WELT | ||||||||
| 3741 LACINA DR SW | IOWA CITY | IA | 52240 | NONE | PUBLIC | GENERAL OPERATING FUND | $300 | |
| ATLANTIC FIRE DEPARTMENT | ||||||||
| 1203 SW 7TH STREET | ATLANTIC | IA | 50022 | NONE | PUBLIC | GENERAL OPERATING FUND | $250 | |
| ATLANTIC FOOD PANTRIES | ||||||||
| 19 W 4TH STREET | ATLANTIC | IA | 50022 | NONE | PUBLIC | GENERAL OPERATING FUND | $250 | |
| BIG BROTHERS BIG SISTERS | ||||||||
| 3109 OLD HWY 218 SOUTH | IOWA CITY | IA | 52240 | NONE | PUBLIC | GENERAL OPERATING FUND | $500 | |
| BIRDIES THAT CARE | ||||||||
| PO BOX 2336 | CEDAR RAPIDS | IA | 52406 | NONE | PUBLIC | GENERAL OPERATING FUND | $4,000 | |
| BOSTON CHILDREN'S HOSPITAL TRUST | ||||||||
| 401 PARK DR | BOSTON | MA | 02115 | NONE | PUBLIC | GENERAL OPERATING FUND | $500 | |
| BOYS & GIRLS CLUB OF CEDAR RAPIDS | ||||||||
| 420 6TH ST SE SUITE 240 | CEDAR RAPIDS | IA | 52401 | NONE | PUBLIC | GENERAL OPERATING FUND | $1,000 | |
| BRETT GREENWOOD FOUNDATION | ||||||||
| 2001 SPRUCE HILLS DR | BETTENDORF | IA | 52722 | NONE | PUBLIC | GENERAL OPERATING FUND | $400 | |
| BROOKLINE EDUCATION FOUNDATION | ||||||||
| PO BOX 470652 | BROOKLINE | MA | 02447 | NONE | PUBLIC | GENERAL OPERATING FUND | $200 | |
| CAMP COURAGEOUS | ||||||||
| 12007 190TH STREET | MONTICELLO | IA | 52310 | NONE | PUBLIC | GENERAL OPERATING FUND | $1,500 | |
| CEDAR RAPIDS MUSEUM OF ART | ||||||||
| 410 THIRD AVE SE | CEDAR RAPIDS | IA | 52401 | NONE | PUBLIC | GENERAL OPERATING FUND | $1,000 | |
| CEDAR RAPIDS PUBLIC LIBRARY FOUNDATION | ||||||||
| 450 5TH AVE SE | CEDAR RAPIDS | IA | 52401 | NONE | PUBLIC | GENERAL OPERATING FUND | $1,000 | |
| CEDAR RAPIDS SCOTTISH RITE | ||||||||
| 616 A AVE NE | CEDAR RAPIDS | IA | 52401 | NONE | PUBLIC | GENERAL OPERATING FUND | $500 | |
| COMMUNITY DEVELOPMENT ALTERNATIVES FOR KIDS | ||||||||
| 410 E WASHINGTON ST | IOWA CITY | IA | 52240 | NONE | PUBLIC | GENERAL OPERATING FUND | $300 | |
| COMMUNITY FOUNDATION OF JOHNSON COUNTY | ||||||||
| 325 E WASHINGTON STREET | IOWA CITY | IA | 52240 | NONE | PUBLIC | GENERAL OPERATING FUND | $5,000 | |
| COMMUNITY HEALTH FREE CLINIC | ||||||||
| 947 14TH AVE SE | CEDAR RAPIDS | IA | 52401 | NONE | PUBLIC | GENERAL OPERATING FUND | $2,000 | |
| COMMUNITY MENTAL HEALTH CENTER FOR MIDEASTERN IOWA | ||||||||
| 507 E COLLEGE ST | IOWA CITY | IA | 52240 | NONE | PUBLIC | GENERAL OPERATING FUND | $3,000 | |
| CORALVILLE ECUMENICAL FOOD PANTRY | ||||||||
| 2031 1ST STREET | CORALVILLE | IA | 52241 | NONE | PUBLIC | GENERAL OPERATING FUND | $1,500 | |
| DES MOINES YMCA | ||||||||
| 501 GRAND AVE | DES MOINES | IA | 50309 | NONE | PUBLIC | GENERAL OPERATING FUND | $500 | |
| DOMESTIC VIOLENCE INTERVENTION PROGRAM | ||||||||
| PO BOX 3170 | IOWA CITY | IA | 52244 | NONE | PUBLIC | GENERAL OPERATING FUND | $2,000 | |
| DONALD ROSS SOCIETY FOUNDATION (DRS) | ||||||||
| 450 MONTBROOK LANE | KNOXVILLE | TN | 37919 | NONE | PUBLIC | GENERAL OPERATING FUND | $1,000 | |
| EKWANOK SCHOLARSHIP TRUST | ||||||||
| 9 GRANITE ST | WESTERLY | RI | 02891 | NONE | PUBLIC | GENERAL OPERATING FUND | $500 | |
| EL KAHIR SHRINE HOSPITAL | ||||||||
| 1400 BLAIRS FERRY RD NE | CEDAR RAPIDS | IA | 52402 | NONE | PUBLIC | GENERAL OPERATING FUND | $300 | |
| EVANS SCHOLARS FOUNDATION | ||||||||
| ONE BRIAR RD | GOLF | IL | 60029 | NONE | PUBLIC | GENERAL OPERATING FUND | $2,500 | |
| EWALU LUTHERAN CAMP | ||||||||
| 37776 ALPHA AVE | STRAWBERRY POINT | IA | 52076 | NONE | RELIGIOUS ORGANIZATI | GENERAL OPERATING FUND | $500 | |
| FAMSCO - ROTARY DISTRICT 6000 HUMANITARIAN AND EDUCATIONAL FOUNDATION INC | ||||||||
| 1811 N DUBUQUE RD | IOWA CITY | IA | 52240 | NONE | PUBLIC | GENERAL OPERATING FUND | $3,500 | |
| FARAJA FUND FOUNDATION | ||||||||
| C/O DON TOLMIE 8919 PARK RD UNIT | CHARLOTTE | NC | 28210 | NONE | PUBLIC | GENERAL OPERATING FUND | $1,500 | 249 |
| FEED MY STARVING CHILDREN | ||||||||
| C/O MARGY TOWERS 175 E DOVETAIL DR | CORALVILLE | IA | 52241 | NONE | PUBLIC | GENERAL OPERATING FUND | $1,000 | |
| FIRST CONGREGATIONAL CHURCH | ||||||||
| 500 8TH AVE SE | MINNEAPOLIS | MN | 55414 | NONE | RELIGIOUS ORGANIZATI | GENERAL OPERATING FUND | $2,200 | |
| FIRST PRESBYTERIAN CHURCH | ||||||||
| 2701 ROCHESTER AVE | IOWA CITY | IA | 52245 | NONE | RELIGIOUS ORGANIZATI | GENERAL OPERATING FUND | $2,500 | |
| FOLDS OF HONOR FND | ||||||||
| 5800 N PATRIOT DR | OWASSO | OK | 74055 | NONE | PUBLIC | GENERAL OPERATING FUND | $1,000 | |
| FRIENDS OF IOWA PUBLIC TELEVISION | ||||||||
| 6535 CORPORATE DRIVE PO BOX 6400 | JOHNSTON | IA | 501316400 | NONE | PUBLIC | GENERAL OPERATING FUND | $500 | |
| GIVE FOUNDATION | ||||||||
| 3184 HWY 22 | RIVERSIDE | IA | 52327 | NONE | PUBLIC | GENERAL OPERATING FUND | $1,500 | |
| GREATER CEDAR RAPIDS COMMUNITY FOUNDATION | ||||||||
| 324 3RD ST SE | CEDAR RAPIDS | IA | 52401 | NONE | PUBLIC | GENERAL OPERATING FUND | $3,000 | |
| HEALTHY KIDS COMMUNITY CARE (COMMUNITY FOUNDATION OF JOHNSON COUNTY IOWA) | ||||||||
| 325 E WASHINGTON STREET | IOWA CITY | IA | 52240 | NONE | PUBLIC | GENERAL OPERATING FUND | $5,000 | |
| HERBERT HOOVER LIBRARY | ||||||||
| 210 PARKSIDE DR | WEST BRANCH | IA | 52358 | NONE | PUBLIC | GENERAL OPERATING FUND | $4,000 | |
| HERMAN SANI SCHOLARSHIP FUND - IOWA GOLF ASSN FOUNDATION | ||||||||
| 8515 DOUGLAS AVE STE 25 | URBANDALE | IA | 50322 | NONE | PUBLIC | GENERAL OPERATING FUND | $2,500 | |
| HITCHCOCK WOODS FOUNDATION | ||||||||
| POBOX 1702 | AIKEN | SC | 29802 | NONE | PUBLIC | GENERAL OPERATING FUND | $200 | |
| HOLDEN COMPREHENSIVE CANCER CENTER | ||||||||
| PO BOX 4550 | IOWA CITY | IA | 52244 | NONE | PUBLIC | GENERAL OPERATING FUND | $2,500 | |
| HOOVER PRESIDENTIAL FOUNDATION | ||||||||
| 302 PARKSIDE DR | WEST BRANCH | IA | 52358 | NONE | PUBLIC | GENERAL OPERATING & STATUE FUND | $3,250 | |
| I CAN READ SONG SIGHT WORLD ACTIVITIES | ||||||||
| 1826 BROWN DEER COVE | CORALVILLE | IA | 52241 | NONE | PUBLIC | GENERAL OPERATING FUND | $750 | |
| ICCSD | ||||||||
| 509 S DUBUQUE | IOWA CITY | IA | 52240 | NONE | PUBLIC | GENERAL OPERATING FUND | $6,000 | |
| IJAG | ||||||||
| GRIMES STATE OFFICE BUILDING 3RD | DES MOINES | IA | 50319 | NONE | PUBLIC | GENERAL OPERATING FUND | $1,500 | FLOOR |
| IOWA CITY ANIMAL CARE & ADOPTION CENTER | ||||||||
| 3910 NAPOLEON LANE | IOWA CITY | IA | 52240 | NONE | PUBLIC | GENERAL OPERATING FUND | $500 | |
| IOWA CITY ENGLERT THEATRE | ||||||||
| 221 E WASHINGTON ST | IOWA CITY | IA | 52240 | NONE | PUBLIC | GENERAL OPERATING FUND | $1,000 | |
| IOWA CITY FREE MEDICAL CLINIC | ||||||||
| 2440 TOWNCREST DR | IOWA CITY | IA | 52240 | NONE | PUBLIC | GENERAL OPERATING FUND | $1,000 | |
| IOWA CITY HOSPICE | ||||||||
| 1025 WADE ST | IOWA CITY | IA | 52240 | NONE | PUBLIC | GENERAL OPERATING FUND | $200 | |
| IOWA CITY MASONIC FOUNDATION | ||||||||
| 4970 AMERICAN LEGION RD | IOWA CITY | IA | 52240 | NONE | PUBLIC | GENERAL OPERATING FUND | $4,000 | |
| IOWA CITY PUBLIC LIBRARY | ||||||||
| 123 S LINN ST | IOWA CITY | IA | 52240 | NONE | PUBLIC | GENERAL OPERATING FUND | $1,000 | |
| IOWA CITY ROTARY WHEEL CLUB | ||||||||
| PO BOX 684 | IOWA CITY | IA | 52244 | NONE | PUBLIC | GENERAL OPERATING FUND | $500 | |
| IOWA CITY UNESCO CITY OF LITERATURE | ||||||||
| 123 S LINN ST | IOWA CITY | IA | 52240 | NONE | PUBLIC | GENERAL OPERATING FUND | $1,000 | |
| IOWA ENVIRONMENTAL COUNCIL | ||||||||
| 521 E LOCUST ST STE 220 | DES MOINES | IA | 50309 | NONE | PUBLIC | GENERAL OPERATING FUND | $2,000 | |
| IOWA PGA FOUNDATION | ||||||||
| ATTN BRIAN WERNIMONT 1900 COUNTRY | CORALVILLE | IA | 52241 | NONE | PUBLIC | GENERAL OPERATING FUND | $2,500 | CLUB DR |
| IOWA PUBLIC RADIO | ||||||||
| 2022 COMMUNICATIONS BUILDING | AMES | IA | 50011 | NONE | PUBLIC | GENERAL OPERATING FUND | $500 | |
| IOWA WOMEN'S FOUNDATION | ||||||||
| 2201 GRANTVIEW DR SUITE 200 | CORALVILLE | IA | 52241 | NONE | PUBLIC | GENERAL OPERATING FUND | $800 | |
| IRVINE ANIMAL CARE CENTER | ||||||||
| 6443 OAK CANYON | IRVINE | CA | 92618 | NONE | PUBLIC | GENERAL OPERATING FUND | $200 | |
| JC MEARDON SOCCER FOUNDATION | ||||||||
| C/O HILLS BANK 1401 S GILBERT ST | IOWA CITY | IA | 52240 | NONE | PUBLIC | GENERAL OPERATING FUND | $300 | |
| JOHNSON COUNTY CRISIS CENTER | ||||||||
| 1121 GILBERT COURT | IOWA CITY | IA | 52240 | NONE | PUBLIC | GENERAL OPERATING FUND | $1,000 | |
| JOHNSON COUNTY HISTORICAL SOCIETY | ||||||||
| 860 QUARRY RD | CORALVILLE | IA | 52241 | NONE | PUBLIC | GENERAL OPERATING FUND | $1,000 | |
| JOHNSON COUNTY I CLUB | ||||||||
| PO BOX 4550 | IOWA CITY | IA | 52244 | NONE | PUBLIC | GENERAL OPERATING FUND | $300 | |
| JUNIOR ACHIEVEMENT OF EASTERN IOWA | ||||||||
| 324 3RD ST SE 200 | CEDAR RAPIDS | IA | 52401 | NONE | PUBLIC | GENERAL OPERATING FUND | $500 | |
| KIRKWOOD COMMUNITY COLLEGE FOUNDATION | ||||||||
| 6301 KIRKWOOD BLVD SW | CEDAR RAPIDS | IA | 52404 | NONE | PUBLIC | GENERAL OPERATING FUND | $3,000 | |
| LEGACY FOUNDATION OF HARTFORD | ||||||||
| 1229 ALBANY AVE | HARTFORD | CT | 06112 | NONE | PUBLIC | GENERAL OPERATING FUND | $1,000 | |
| LINN COUNTY HISTORICAL MUSEUM | ||||||||
| 716 OAKLAND ROAD NE STE 103 | CEDAR RAPIDS | IA | 52402 | NONE | PUBLIC | GENERAL OPERATING FUND | $800 | |
| LUTHER COLLEGE | ||||||||
| 700 COLLEGE DR | DECORAH | IA | 52101 | NONE | PUBLIC | GENERAL OPERATING FUND | $1,000 | |
| MACPHAIL CENTER FOR MUSIC | ||||||||
| PO BOX 86 | MINNEAPOLIS | MN | 55486 | NONE | PUBLIC | GENERAL OPERATING FUND | $500 | |
| MARCY OPEN SCHOOL | ||||||||
| 415 4TH AVE SE | MINNEAPOLIS | MN | 55414 | NONE | PUBLIC | GENERAL OPERATING FUND | $1,000 | |
| MERCY HOSPITAL FDN | ||||||||
| 500 E MARKET ST | IOWA CITY | IA | 52245 | NONE | PUBLIC | GENERAL OPERATING FUND | $1,500 | |
| METRO MIX CHORUS | ||||||||
| 1417 3RD ST SE | CEDAR RAPIDS | IA | 52403 | NONE | PUBLIC | GENERAL OPERATING FUND | $750 | |
| MISSOURI MILITARY ACADEMY | ||||||||
| 204 N GRAND ST | MEXICO | MO | 65265 | NONE | PUBLIC | GENERAL OPERATING FUND | $1,200 | |
| MOUNT MERCY UNIVERSITY | ||||||||
| 1330 ELMHURST DR NE | CEDAR RAPIDS | IA | 52402 | NONE | PUBLIC | GENERAL OPERATING FUND | $5,000 | |
| NATIONAL ALLIANCE ON MENTAL ILLNESSJOHNSON COUNTY | ||||||||
| 1105 GILBERT CT | IOWA CITY | IA | 52240 | NONE | PUBLIC | GENERAL OPERATING FUND | $2,000 | |
| NATIONAL CZECH & SLOVAK MUSEUM AND LIBRARY | ||||||||
| 1400 INSPIRATION PLACE SW | CEDAR RAPIDS | IA | 52404 | NONE | PUBLIC | GENERAL OPERATING FUND | $500 | |
| NEIGHBORHOOD CENTERS OF JOHNSON COUNTY | ||||||||
| PO BOX 2491 | IOWA CITY | IA | 52244 | NONE | PUBLIC | GENERAL OPERATING FUND | $500 | |
| NISHNA VALLEY TRAILS INC | ||||||||
| C/O BOB CHASE 2824 COUNTRY CLUB DR | ATLANTIC | IA | 50022 | NONE | PUBLIC | GENERAL OPERATING FUND | $500 | |
| OAKNOLL FOUNDATION | ||||||||
| 1 OAKNOLL COURT | IOWA CITY | IA | 52246 | NONE | PUBLIC | GENERAL OPERATING FUND | $1,200 | |
| ORCHESTRA IOWA SIGHT & SOUND | ||||||||
| 119 THIRD AVENUE SE | CEDAR RAPIDS | IA | 52401 | NONE | PUBLIC | GENERAL OPERATING FUND | $500 | |
| PATHWAYS | ||||||||
| 817 PEPPERWOOD LANE | IOWA CITY | IA | 52240 | NONE | PUBLIC | GENERAL OPERATING FUND | $800 | |
| PONSETI INTERNATIONAL ASSOCIATION | ||||||||
| 401 SE 3RD STREET | LEON | IA | 50144 | NONE | PUBLIC | GENERAL OPERATING FUND | $1,000 | |
| RIVERSIDE THEATRE | ||||||||
| 213 N GILBERT STREET | IOWA CITY | IA | 52245 | NONE | PUBLIC | GENERAL OPERATING FUND | $700 | |
| RONALD MCDONALD HOUSE | ||||||||
| 730 HAWKINS DR | IOWA CITY | IA | 52246 | NONE | PUBLIC | GENERAL OPERATING FUND | $5,000 | |
| SAFETY VILLAGE-MERCY IA CITY COMMUNITY RELATIONS | ||||||||
| 500 E MARKET ST | IOWA CITY | IA | 52245 | NONE | PUBLIC | GENERAL OPERATING FUND | $400 | |
| ST CROIX VALLEY FOUNDATION | ||||||||
| 516 WND ST 214A | HUDSON | WI | 54016 | NONE | PUBLIC | GENERAL OPERATING FUND | $500 | |
| SHELTER HOUSE COMMUNITY | ||||||||
| 429 SOUTHGATE AVE | IOWA CITY | IA | 52240 | NONE | PUBLIC | GENERAL OPERATING FUND | $1,200 | |
| SOUTH FLORIDA PGA FOUNDATION | ||||||||
| C/O OLDE FLORIDA 9393 VANDERBILT | NAPLES | FL | 34120 | NONE | PUBLIC | GENERAL OPERATING FUND | $1,000 | BEACH RD |
| SUMMER OF THE ARTS | ||||||||
| 325 E WASHINGTON ST 301 | IOWA CITY | IA | 52240 | NONE | PUBLIC | GENERAL OPERATING FUND | $700 | |
| TABLE TO TABLE | ||||||||
| 840 S CAPITOL ST | IOWA CITY | IA | 52240 | NONE | PUBLIC | GENERAL OPERATING FUND | $2,000 | |
| THE FIRST TEE OF BALTIMORE | ||||||||
| C/O SINCLAIR EADDY JR 1321 CHURCH | BALTIMORE | MD | 21208 | NONE | PUBLIC | GENERAL OPERATING FUND | $1,000 | HILL DR |
| THE FIRST TEE OF DES MOINES | ||||||||
| 1620 PLEASANT ST 247 | DES MOINES | IA | 50314 | NONE | PUBLIC | GENERAL OPERATING FUND | $1,500 | |
| THE FIRST TEE OF MINNEAPOLIS | ||||||||
| 445 ST ANTHONY PARKWAY | MINNEAPOLIS | MN | 55418 | NONE | PUBLIC | GENERAL OPERATING FUND | $500 | |
| THE FIRST TEE OF NAPLES | ||||||||
| 9393 VANDERBILT BEACH RD | NAPLES | FL | 34120 | NONE | PUBLIC | GENERAL OPERATING FUND | $1,500 | |
| THE IOWA CHILDRENS MUSEUM | ||||||||
| 1451 CORAL RIDGE AVE | CORALVILLE | IA | 52241 | NONE | PUBLIC | GENERAL OPERATING FUND | $1,200 | |
| THE READING CENTER - DYSLEXIA INSTITUTE OF MN | ||||||||
| 847 5TH ST NW | ROCHESTER | MN | 55901 | NONE | PUBLIC | GENERAL OPERATING FUND | $1,000 | |
| THE SALVATION ARMY IOWA CITY CORP | ||||||||
| 1116 E GILBERT COURT | IOWA CITY | IA | 52240 | NONE | PUBLIC | GENERAL OPERATING FUND | $1,000 | |
| THE UNIVERSITY OF IOWA FOUNDATION | ||||||||
| LEVITT CENTER | IOWA CITY | IA | 52242 | NONE | PUBLIC | GENERAL OPERATING FUND | $38,300 | |
| THE WARRIOR ALLIANCE-OPERATION DOUBLE EAGLE | ||||||||
| 1205 JOHNSON FERRY RD SUITE 136 201 | MARIETTA | GA | 30068 | NONE | PUBLIC | GENERAL OPERATING FUND | $1,000 | |
| THEATRE CEDAR RAPIDS | ||||||||
| 102 3RD STREET SE | CEDAR RAPIDS | IA | 52401 | NONE | PUBLIC | GENERAL OPERATING FUND | $1,000 | |
| TREES FOREVER | ||||||||
| 770 7TH AVE | MARION | IA | 52302 | NONE | PUBLIC | GENERAL OPERATING FUND | $1,000 | |
| UNITED METHODIST CHURCH OF TIFFIN | ||||||||
| 300 WEST MARENGO ROAD | TIFFIN | IA | 52340 | NONE | RELIGIOUS ORGANIZATI | GENERAL OPERATING FUND | $200 | |
| UNITED WAY OF JOHNSON COUNTY | ||||||||
| 1150 5TH ST 290 | CORALVILLE | IA | 52241 | NONE | PUBLIC | GENERAL OPERATING FUND | $4,500 | |
| UNIVERSITY OF IOWA ALUMNI ASSOCIATION | ||||||||
| PO BOX 1970 | IOWA CITY | IA | 52244 | NONE | PUBLIC | GENERAL OPERATING FUND | $1,000 | |
| UNIVERSITY OF IOWA - CHRIS STREET BASKETBALL GOLF TOURNAMENT | ||||||||
| N215 CARVER HAWKEYE ARENA | IOWA CITY | IA | 52242 | NONE | PUBLIC | GENERAL OPERATING FUND | $1,000 | |
| VISITING NURSE ASSN | ||||||||
| 2953 SIERRA CT SW | IOWA CITY | IA | 52240 | NONE | PUBLIC | GENERAL OPERATING FUND | $2,000 | |
| YOUNG LIFE IOWA CITY | ||||||||
| 818 S GILBERT CT | IOWA CITY | IA | 52240 | NONE | PUBLIC | GENERAL OPERATING FUND | $1,000 | |
| YOUTH HOMES OF MID-AMERICA | ||||||||
| PO BOX 39 | JOHNSTON | IA | 50131 | NONE | PUBLIC | GENERAL OPERATING FUND | $1,200 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $192,100 | 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 | $17,622 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $146,170 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$49,452 | 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 | $528 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $528 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $114,340 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $114,868 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KERMIT KINSEY CHARITABLE LEAD UNIT | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BANK OF AMERICA 401 LOS OLAS BLVD | AddressLine1Txt |
| City | FORT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34394 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $73,072 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEES | CategoryTxt |
| Amt | $3,685 | Amt |
| Net Investment Income | $1,843 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,842 | 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 (28 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 2000 AMEREN CORP | $48,230 | $113,500 |
| 2000 BRISTOL MYERS SQUIBB CO | $47,351 | $107,900 |
| 1000 CALIFORNIA WATER SERVICE GROUP | $19,356 | $34,650 |
| 8000 CENTURYLINK | $256,523 | $199,600 |
| 5000 COEUR D ALENE MINES CORP | $76,266 | $46,400 |
| 1000 DCP MIDSTREAM PARTNERS LP | $27,178 | $33,780 |
| 2000 EMPIRE DISTRICT ELECTRIC CO | $0 | $0 |
| 1000 FACTORSHARES TRUST | $0 | $0 |
| 3000 FRONTIER COMMUNICATIONS CORP | $25,869 | $3,930 |
| 10000 GREAT PLAINS ENERGY | $224,899 | $287,300 |
| 9000 LOCKHEED MARTIN CORP | $421,382 | $2,530,170 |
| 4500 MDU RESOURCES GROUP INC. | $73,882 | $122,535 |
| 1000 NEWMONT MINING CORP | $49,105 | $34,150 |
| 20000 ORASURE TECHNOLOGIES INC | $146,992 | $301,400 |
| 3000 OTTER TAIL CORP | $69,106 | $119,850 |
| 1000 PINNACLE FOODS INC | $25,056 | $62,310 |
| 1000 SOUTHWEST GAS CORP | $19,245 | $79,570 |
| 1000 SPECTRA ENERGY CORP | $0 | $0 |
| 8000 TEKLA HEALTHCARE | $137,876 | $191,280 |
| 2200 UNITI GROUP INC | $67,354 | $55,022 |
| 1000 VERIZON COMMUNICATIONS | $36,906 | $46,640 |
| 3200 WEYERHAEUSER CO | $80,971 | $105,472 |
| 1833 WINDSTREAM CORP | $40,056 | $7,790 |
| 2000 BARRICK GOLD CORP | $0 | $0 |
| 984 ENBRIDGE INC | $31,315 | $37,894 |
| 2000 ETF MANAGERS TRUST (HACK) | $53,901 | $60,660 |
| 1800 GOLAR LNG LIMITED | $47,813 | $41,877 |
| 1000 SHIP FINANCE INTERNATIONAL LIMITED | $17,352 | $13,500 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 1500 QWEST CORPORATION | AT COST | $37,500 | $38,010 |
| 4000 SATURNS TR NO 2007 | AT COST | $72,224 | $62,200 |
| 1000 PUBLIC STORAGE (PSAPRR) | AT COST | $0 | $0 |
| 100000 EMBARQ CORP | AT COST | $107,961 | $101,562 |
| 1000 ETF MANAGERS TRUST (SILJ) | AT COST | $16,659 | $12,510 |
| 2200 COMMUNICATIONS SALES & LEASING | AT COST | $0 | $0 |
| 1150 VANECK VECTORS | AT COST | $58,235 | $36,144 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | USPS | Desc |
| Revenue And Expenses Per Books | $114 | 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 | $528 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $528 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAID | $245 | $0 | $0 |
| FOREIGN TAX PAID | $12 | $0 | $0 |
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