KIMSEY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization: KIMSEY FOUNDATION (EIN 52-2007895)
Tax period: 2014-01-01 to 2014-12-31
Filed: 2015-11-13
IRS object ID: 201533179349100118
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
Form 990-PF
Schedule B
Accounting Fees Schedule
Depreciation Schedule
Investments Other Schedule2
Land Etc Schedule2
Legal Fees Schedule
Other Expenses Schedule
Other Increases Schedule
Other Liabilities Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2015-11-13T08:48:03-06:00	ReturnTs
Tax Period End	2014-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	390859910	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	BAKER TILLY VIRCHOW KRAUSE LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	8219 LEESBURG PIKE SUITE 800	AddressLine1Txt
City	TYSONS CORNER	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	22182	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2014-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	522007895	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	KIMSEY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	KIMS	BusinessNameControlTxt
Phone	2023671037	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1700 PENNSYLVANIA AVE NW SUITE 900	AddressLine1Txt
City	WASHINGTON	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	20006	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JAMES KIMSEY	PersonNm
Person Title	CHAIRMAN	PersonTitleTxt
Phone	2023671037	PhoneNum
Signature	2015-11-10	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ROBERT HOTTLE	PreparerPersonNm
PTIN	P00632650	PTIN
Phone	7039238300	PhoneNum

Field	Value	IRS element (for citing)
Tax	2014	TaxYr
Build TS	2016-04-25 22:37:26Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$17,687,226	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	$1,121,893	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$193,933	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$193,933	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$152,038	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$152,038	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$553,265	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$1,808,818	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$553,265	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$2,021,129	TotalRevAndExpnssAmt
Total Net Invst Incm	$899,236	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$175,000	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$175,000	CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss	$236,776	OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm	$0	OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$186,776	OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss	$37,928	PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm	$0	PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl	$37,928	PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss	$5,100	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$0	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$5,100	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$13,000	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$6,500	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$6,500	AccountingFeesChrtblPrpsAmt
Interest Rev And Expnss	$1,359	InterestRevAndExpnssAmt
Interest Net Invst Incm	$1,359	InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl	$0	InterestDsbrsChrtblAmt
Taxes Rev And Expnss	$2,991	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$2,991	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss	$889	DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm	$0	DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss	$119,016	OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm	$0	OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl	$119,016	OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss	$998	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm	$0	TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl	$998	TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss	$85,265	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$50,019	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$35,243	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$678,322	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$60,869	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$566,561	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$548,050	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$548,050	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,226,372	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$60,869	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$1,114,611	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$794,757	ExcessRevenueOverExpensesAmt
Net Investment Income	$838,367	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$312,366	CashBOYAmt
Cash EOY	$416,686	CashEOYAmt
Cash EOYFMV	$416,686	CashEOYFMVAmt
Other Investments BOY	$15,972,700	OtherInvestmentsBOYAmt
Other Investments EOY	$17,270,540	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$17,270,540	OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss	$51,187	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$51,187	LandBldgEquipAccumDeprecAmt
Land BOY	$889	LandBOYAmt
Land EOY	$0	LandEOYAmt
Land EOYFMV	$0	LandEOYFMVAmt
Total Assets BOY	$16,285,955	TotalAssetsBOYAmt
Total Assets EOY	$17,687,226	TotalAssetsEOYAmt
Total Assets EOYFMV	$17,687,226	TotalAssetsEOYFMVAmt
Other Liabilities BOY	$1,315	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$1,420	OtherLiabilitiesEOYAmt
Total Liabilities BOY	$1,315	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$1,420	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Capital Stock BOY	$0	CapitalStockBOYAmt
Capital Stock EOY	$0	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$16,284,640	RetainedEarningBOYAmt
Retained Earning EOY	$17,685,806	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$16,284,640	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$17,685,806	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$16,285,955	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$17,687,226	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$16,284,640	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$794,757	ExcessRevenueOverExpensesAmt
Other Increases	$606,409	OtherIncreasesAmt
Subtotal	$17,685,806	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$17,685,806	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	Gross Sales PriceGrossSalesPriceAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	Cost Or Other BasisCostOrOtherBasisAmt
RAMSEY LONG-BIASED FUND, LP	P	$14,494	$14,494	$14,494
RAMSEY BPI INVESTORS, LLC	P	$2,682	$2,682	$2,682
CHARLES SCHWAB - MARKETABLE EQUITY SECURITIES	P	$1,175,336	$60,442	$60,442	$1,114,894
MORGAN STANLEY - MARKETABLE EQUITY SECURITIES	P	$616,306	$475,647	$475,647	$140,659

Field	Value	IRS element (for citing)
Capital Gain Net Income	$553,265	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$1,257,991	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$15,888,579	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.079176	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$1,183,993	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$16,031,688	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.073853	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$1,203,876	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$16,218,751	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.074227	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$1,053,571	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$16,557,663	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.063630	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$1,141,056	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$15,938,255	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.071592	DistributionYr5Rt
Total Distribution	0.362478	TotalDistributionRt
Average Distribution	0.072496	AverageDistributionRt
Net Vl Noncharitable Assets	$17,373,291	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$1,259,494	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$8,384	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$1,267,878	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$1,114,611	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$16,767	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$16,767	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$16,767	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$11,954	EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax	$10,000	AppliedToEsTaxAmt
Total Payments And Credits	$21,954	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$65	EsPenaltyAmt
Overpayment	$5,122	OverpaymentAmt
Applied To ES Tax	$5,122	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	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	DC	OrgReportOrRegisterStateCd
Org Report Or Register State	VA	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	WWW.KIMSEYFOUNDATION.ORG	WebsiteAddressTxt
Individual With Books	THE OFFICE OF JAMES V KIMSEY	IndividualWithBooksNm
Phone	2027850307	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	1700 PENNSYLVANIA AVE NW SUITE 900	AddressLine1Txt
City	WASHINGTON	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	20006	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	Address Line2USAddress/AddressLine2Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
JAMES V KIMSEY
1700 PENNSYLVANIA AVENUE NW SUITE	900	WASHINGTON	DC	20006	CHAIRMAN	10.00	$0	$0	$0
MICHAEL P KIMSEY
1700 PENNSYLVANIA AVENUE NW SUITE	900	WASHINGTON	DC	20006	EXECUTIVE DIRECTOR	40.00	$175,000	$29,497	$0
RAYMOND C KIMSEY
1700 PENNSYLVANIA AVENUE NW SUITE	900	WASHINGTON	DC	20006	DIRECTOR	20.00	$0	$0	$0
MARK J KIMSEY
1700 PENNSYLVANIA AVENUE NW SUITE	900	WASHINGTON	DC	20006	DIRECTOR	1.00	$0	$0	$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	Address Line2USAddress/AddressLine2Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee BenefitsEmployeeBenefitsAmt	Expense AccountExpenseAccountAmt
NANCY MERRITT
1700 PENNSYLVANIA AVENUE NW SUITE	900	WASHINGTON	DC	20006	EMPLOYEE	30.00	$109,055	$10,389	$0
MARK CHASE
1700 PENNSYLVANIA AVENUE NW SUITE	900	WASHINGTON	DC	20006	EMPLOYEE	12.00	$84,331	$21,784	$0

Field	Value	IRS element (for citing)
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$15,386,255	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$427,420	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$1,824,184	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$17,637,859	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$17,637,859	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$264,568	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$17,373,291	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$868,665	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$868,665	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$16,767	TaxBasedOnInvestmentIncomeAmt
Total Tax	$16,767	TotalTaxAmt
Distributable Before Adj	$851,898	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$851,898	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$851,898	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$1,114,611	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$1,114,611	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$0	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$1,114,611	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$851,898	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$349,589	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$241,231	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$417,424	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$410,236	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$468,269	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$1,886,749	TotalExcessDistributionCyovAmt
Qualifying Distributions	$1,114,611	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$851,898	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$262,713	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$2,149,462	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$349,589	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$1,799,873	ExcessDistriCyovToNextYrAmt
Excess From Year4	$241,231	ExcessFromYear4Amt
Excess From Year3	$417,424	ExcessFromYear3Amt
Excess From Year2	$410,236	ExcessFromYear2Amt
Excess From Year1	$468,269	ExcessFromYear1Amt
Excess From Current Year	$262,713	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	JAMES V KIMSEY	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
826DC
3233 14TH STREET NW	WASHINGTON	DC	20010	PUBLIC CHARITY	GENERAL OPERATING	$35,000
BIKE TO THE BEACH (CO AUTISM SPEAKS)
1990 K STREET NW 2ND FLOOR	WASHINGTON	DC	20006	PUBLIC CHARITY	GENERAL OPERATING	$2,500
CHESS CHALLENGE IN DC
5185 MACARTHUR BLVD NW 620	WASHINGTON	DC	20016	PUBLIC CHARITY	GENERAL OPERATING	$2,000
CHILDREN'S CHARITIES FOUNDATION
3000 K STREET NW	WASHINGTON	DC	20007	PUBLIC CHARITY	GENERAL OPERATING	$800
CHILDREN'S SCIENCE CENTER
485 SPRING PARK PLACE STE 500	HERNDON	VA	20171	PUBLIC CHARITY	GENERAL OPERATING	$3,000
COMMUNITIES IN SCHOOLS OF THE NATION'S CAPITAL
3121 SOUTH STREET NW	WASHINGTON	DC	20007	PUBLIC CHARITY	GENERAL OPERATING	$50,000
DC CHILDREN AND YOUTH INVESTMENT TRUST
1400 16TH STREET NW SUITE 500	WASHINGTON	DC	20036	PUBLIC CHARITY	GENERAL OPERATING	$75,000
DC SOCIAL INNOVATION PROJECT
1718 M STREET NW STE 377	WASHINGTON	DC	20036	PUBLIC CHARITY	GENERAL OPERATING	$3,000
DUKE ELLINGTON SCHOOL OF THE ARTS
3500 R STREET NW SUITE 100	WASHINGTON	DC	20007	PUBLIC CHARITY	GENERAL OPERATING	$2,000
FAIR CHANCE
733 15TH STREET NW STE 440	WASHINGTON	DC	20005	PUBLIC CHARITY	GENERAL OPERATING	$10,000
HIGHER ACHIEVEMENT PROGRAM
317 8TH STREET NE	WASHINGTON	DC	20002	PUBLIC CHARITY	GENERAL OPERATING	$25,000
INSTITUTE FOR EDUCATION
4410 MASSACHUSETTS AVE NW	WASHINGTON	DC	20016	PUBLIC CHARITY	GENERAL OPERATING	$5,000
JAMES MADISON COUNCIL
101 INDEPENDENCE AVENUE SE	WASHINGTON	DC	20540	PUBLIC CHARITY	GENERAL OPERATING	$25,000
JOHN F KENNEDY CENTER
2700 F STREET NW	WASHINGTON	DC	205660001	PUBLIC CHARITY	GENERAL OPERATING	$100,000
KIPP DC
910 17TH STREET STE 1050	WASHINGTON	DC	20006	PUBLIC CHARITY	GENERAL OPERATING	$25,000
LEARNSERVE INTERNATIONAL
BOX 6203	WASHINGTON	DC	20015	PUBLIC CHARITY	GENERAL OPERATING	$25,000
LIFE WITH CANCER
8411 PENNELL STREET	FAIRFAX	VA	22031	PUBLIC CHARITY	GENERAL OPERATING	$10,000
NATIONAL BREAST CANCER FOUNDATION
2600 NETWORK BLVD	FRISCO	TX	75034	PUBLIC CHARITY	GENERAL OPERATING	$500
NATIONAL CHILD RESEARCH CENTER
3209 HIGHLAND PLACE NW	WASHINGTON	DC	20008	PUBLIC CHARITY	GENERAL OPERATING	$5,000
OPERATION SMILE
6435 TIDEWATER DRIVE	NORFOLK	VA	23509	PUBLIC CHARITY	GENERAL OPERATING	$18,400
SIBLEY MEMORIAL HOSPITAL FOUNDATION
5255 LOUGHBORO ROAD NW	WASHINGTON	DC	20016	PUBLIC CHARITY	GENERAL OPERATING	$50,000
SPOUT THERPEUTIC RIDING & EDUCATION CENTER
40685 JOHN MOSBY HWY	ALDIE	VA	20105	PUBLIC CHARITY	GENERAL OPERATING	$1,350
THE ASPEN INSTITUTE
1 DUPONT CIRCLE NW 700	WASHINGTON	DC	20036	PUBLIC CHARITY	GENERAL OPERATING	$50,000
THE WEST POINT FUND
UNITED STATES MILITARY ACADEMY	WEST POINT	NY	10996	PUBLIC CHARITY	GENERAL OPERATING	$13,000
WASHINGTON INTERNATIONAL SCHOOL
3100 MACOMB STREET NW	WASHINGTON	DC	20009	PUBLIC CHARITY	GENERAL OPERATING	$10,000
WOLF TRAP FOUNDATION FOR THE PERFORMING ARTS
1645 TRAP ROAD	VIENNA	VA	22182	PUBLIC CHARITY	GENERAL OPERATING	$1,500

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$548,050	TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
SIBLEY MEMORIAL HOSPITAL FOUNDATION
5255 LOUGHBORO ROAD NW	WASHINGTON	DC	20016	PUBLIC CHARITY	GENERAL OPERATING	$350,000
THE ASPEN INSTITUTE
1 DUPONT CIRCLE NW 700	WASHINGTON	DC	20036	PUBLIC CHARITY	GENERAL OPERATING	$100,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Apprv Fut	$450,000	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$193,933	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$152,038	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$553,265	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$899,236	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$899,236	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 Person	JAMES V KIMSEY	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	600 CHAIN BRIDGE ROAD	AddressLine1Txt
City	MCLEAN	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	22101	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$1,121,893	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd
Noncash Contribution	Yes (X)	NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Noncash Property	18,500 SHARES OF CHENIERE ENERGY, INC	NoncashPropertyDesc
Fair Market Value	$1,015,095	FairMarketValueAmt
Received	2014-03-28	ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	TAX & ACCOUNTING FEES	CategoryTxt
Amt	$13,000	Amt
Net Investment Income	$6,500	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$6,500	DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (8 entries)

PropertyPropertyDesc	AcquiredAcquiredDt	Cost Or Other BasisCostOrOtherBasisAmt	Prior Year DepreciationPriorYearDepreciationAmt	Computation MethodComputationMethodTxt	LifeLifeRt	Current Year ExpenseCurrentYearExpenseAmt	Net Investment IncomeNetInvestmentIncomeAmt
WEBSITE (DOMAIN NAMES)	2000-11-27	$90	$90	200DB	5.000000000000	$0	$0
OFFICE FURNITURE	2001-03-05	$16,575	$16,575	200DB	7.000000000000	$0	$0
WEBSITE CONSTRUCTION	2001-04-24	$11,250	$11,250	200DB	5.000000000000	$0	$0
TELEPHONE EQUIPMENT	2005-11-21	$1,096	$1,096	200DB	5.000000000000	$0	$0
COMPUTER EQUIPMENT	2006-08-31	$6,115	$5,930	200DB	5.000000000000	$185	$0
COMPUTER EQUIPMENT	2007-01-17	$3,472	$3,472	200DB	5.000000000000	$0	$0
COMPUTER EQUIPMENT	2007-11-09	$3,040	$2,888	200DB	5.000000000000	$152	$0
SERVER	2008-11-08	$9,549	$4,222	200DB	5.000000000000	$552	$0

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
RAMSEY LONG-BIASED FUND, LP	FMV	$1,551,354	$1,551,354
INVESTMENT ACCOUNTS	FMV	$15,497,543	$15,497,543
GREYCROFT GROWTH FUND	FMV	$221,643	$221,643

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (8 entries)

Category Or ItemCategoryOrItemTxt	Cost Or Other BasisCostOrOtherBasisAmt	Accumulated DepreciationAccumulatedDepreciationAmt	Book ValueBookValueAmt
WEBSITE (DOMAIN NAMES)	$90	$90	$0
OFFICE FURNITURE	$16,575	$16,575	$0
WEBSITE CONSTRUCTION	$11,250	$11,250	$0
TELEPHONE EQUIPMENT	$1,096	$1,096	$0
COMPUTER EQUIPMENT	$6,115	$6,115	$0
COMPUTER EQUIPMENT	$3,472	$3,472	$0
COMPUTER EQUIPMENT	$3,040	$3,040	$0
SERVER	$9,549	$9,549	$0

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL FEES	CategoryTxt
Legal Fees	$5,100	LegalFeesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$5,100	DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE	$4,895	$0	$4,895
DUES & SUBSCRIPTIONS	$10,200	$0	$10,200
WEB MAINTENANCE	$449	$0	$449
INVESTMENT MANAGEMENT FEES	$17,220	$17,220	$0
MISCELLANEOUS EXPENSES	$32,799	$32,799	$0
TELEPHONE AND INTERNET	$5,215	$0	$5,215
POSTAGE & DELIVERY	$368	$0	$368
PRINTING AND COPYING	$1,205	$0	$1,205
OFFICE SUPPLIES	$4,651	$0	$4,651
COMPUTER SUPPORT	$6,933	$0	$6,933
BANK AND SERVICE FEES	$1,327	$0	$1,327
NON-DEDUCTIBLE EXPENSES FROM RAMSEY LONG-BIASED FUND, LP	$3	$0	$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	UNREALIZED GAIN/(LOSS)	Desc
Amt	$606,409	Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

Field	Value	IRS element (for citing)
Desc	EMPLOYEE 401(K) PAYABLE	Desc
BOY Book Value	$1,315	BOYBookValueAmt
EOY Book Value	$1,420	EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FOREIGN TAXES	CategoryTxt
Amt	$2,991	Amt
Net Investment Income	$2,991	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

KIMSEY FOUNDATION: Form 990PF, tax year 2014

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Contributor US Address ContributorUSAddress

Non Cash Property Contribution NonCashPropertyContributionGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (8 entries)

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (8 entries)

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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