BETA

KINSEY FAMILY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
KINSEY FAMILY FOUNDATION (EIN 77-0526511)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-11-16
IRS object ID
201523209349103387
Schema version
2014v5.0
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2015-11-16T16:55:38-06:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN262833194PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FIDUCIA PARTNERS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1333 W EL CAMINO REAL STE 390AddressLine1Txt
CitySUNNYVALECityNm
State AbbreviationCAStateAbbreviationCd
ZIP940871975ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN770526511EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KINSEY FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKINSBusinessNameControlTxt
Phone4082148570PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 0999AddressLine1Txt
CityMENLO PARKCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94026ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEDWARD KINSEYPersonNm
Person TitleMANAGERPersonTitleTxt
Phone4082148570PhoneNum
Signature2015-11-13SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEFFREY MINERPreparerPersonNm
PTINP00342684PTIN
Phone4082148570PhoneNum
Preparation2015-11-16PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$389,983FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$20InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$20InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$6,981DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,981DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$27,224NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$79,915GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$27,224CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$34,225TotalRevAndExpnssAmt
Total Net Invst Incm$34,225TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$3,200AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,600AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,600AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$4,545OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,545OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$571TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$35TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$17OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$17OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$8,333TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,162TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,635TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$21,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$21,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$29,333TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,162TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$22,635TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$4,892ExcessRevenueOverExpensesAmt
Net Investment Income$28,063NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$682CashBOYAmt
Cash EOY$682CashEOYAmt
Cash EOYFMV$682CashEOYFMVAmt
Sav And Temp Cash Invst BOY$51,981SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$90,854SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$90,854SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$231,793CorporateStockBOYAmt
Corporate Stock EOY$197,812CorporateStockEOYAmt
Corporate Stock EOYFMV$298,447CorporateStockEOYFMVAmt
Total Assets BOY$284,456TotalAssetsBOYAmt
Total Assets EOY$289,348TotalAssetsEOYAmt
Total Assets EOYFMV$389,983TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$284,456UnrestrictedBOYAmt
Unrestricted EOY$289,348UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$284,456TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$289,348TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$284,456TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$289,348TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$284,456TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$4,892ExcessRevenueOverExpensesAmt
Subtotal$289,348SubtotalAmt
Tot Net Ast Or Fund Balances EOY$289,348TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertySALES OF SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2020-01-01AcquiredDt
Sold2020-12-31SoldDt
Gross Sales Price$79,915GrossSalesPriceAmt
Cost Or Other Basis$52,691CostOrOtherBasisAmt
Gain Or Loss$27,224GainOrLossAmt
Gains Minus Excess Or Losses$27,224GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$27,224CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$6,876AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$344,193NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.019977DistributionYr1Rt
Adjusted Qlfy Distri Yr2$19,057AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$313,391NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.060809DistributionYr2Rt
Adjusted Qlfy Distri Yr3$6,544AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$307,887NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.021255DistributionYr3Rt
Adjusted Qlfy Distri Yr4$48,120AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$284,959NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.168866DistributionYr4Rt
Adjusted Qlfy Distri Yr5$3,200AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$287,797NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.011119DistributionYr5Rt
Total Distribution0.282026TotalDistributionRt
Average Distribution0.056405AverageDistributionRt
Net Vl Noncharitable Assets$378,154NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$21,330AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$281NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$21,611AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$22,635QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$281InvestmentIncomeExciseTaxAmt
Subtotal$281SubtotalAmt
Tax Based On Investment Income$281TaxBasedOnInvestmentIncomeAmt
Tax Due$281TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksEDWARD KINSEYIndividualWithBooksNm
Phone4082148570PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 0999AddressLine1Txt
CityMENLO PARKCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94026ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LISA KINSEY
PO BOX 0999PO BOX 0999MENLO PARKCA94026PRESIDENT/SE0.00$0$0$0
EDWARD KINSEY
PO BOX 0999PO BOX 0999MENLO PARKCA94026CFO0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$341,215AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$42,698AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$383,913TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$383,913AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,759CashDeemedCharitableAmt
Net Vl Noncharitable Assets$378,154NetVlNoncharitableAssetsAmt
Minimum Investment Return$18,908MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$18,908MinimumInvestmentReturnAmt
Tax Based On Investment Income$281TaxBasedOnInvestmentIncomeAmt
Total Tax$281TotalTaxAmt
Distributable Before Adj$18,627DistributableBeforeAdjAmt
Distributable Before Ded$18,627DistributableBeforeDedAmt
Distributable As Adjusted$18,627DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$22,635ExpensesAndContributionsAmt
Qualifying Distributions$22,635QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$281PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$22,354AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$18,627DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$19,874ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$3,387ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$23,261TotalExcessDistributionCyovAmt
Qualifying Distributions$22,635QualifyingDistributionsAmt
Applied To Current Year$18,627AppliedToCurrentYearAmt
Remaining Distri From Corpus$4,008RemainingDistriFromCorpusAmt
Total Corpus$27,269TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$27,269ExcessDistriCyovToNextYrAmt
Excess From Year4$19,874ExcessFromYear4Amt
Excess From Year2$3,387ExcessFromYear2Amt
Excess From Current Year$4,008ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerLISA KINSEYContributingManagerNm
Contributing ManagerEDWARD KINSEYContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1SACRED HEART SCHOLARSHIPBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1150 VALPARAISO AVEAddressLine1Txt
CityATHERTONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94027ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusPUBLIC CHARIRecipientFoundationStatusTxt
Grant Or Contribution PurposeSCHOLOARSHIPGrantOrContributionPurposeTxt
Amt$21,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$21,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$20ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,981ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$27,224ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$34,225ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$34,225TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAPERCEN PARTNERS LLCCategoryTxt
Amt$3,200Amt
Net Investment Income$1,600NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,600DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMORGAN STANLEY - SECURITIESStockNm
EOY Book Value$197,812EOYBookValueAmt
EOYFMV$298,447EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
WIRE FEE$17$17

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMORGAN STANLEY FEESCategoryTxt
Amt$4,545Amt
Net Investment Income$4,545NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
SOS AND FTB TAXES$35$35
IRS$536

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