KENNETH K KINSEY FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- KENNETH K KINSEY FAMILY FOUNDATION (EIN 36-4154135)
- Tax period
- 2013-06-01 to 2014-05-31
- Filed
- 2014-08-04
- IRS object ID
- 201432169349100213
- Schema version
- 2013v3.0
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-04T13:24:10-05:00 | ReturnTs |
| Tax Period End | 2014-05-31 | 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 | MCGLADREY LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 S DUBUQUE ST | AddressLine1 |
| City | IOWA CITY | City |
| State | IA | State |
| ZIP Code | 522404077 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-06-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | IOWA CITY | City |
| State | IA | State |
| ZIP Code | 52245 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENNETH K KINSEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3193545000 | PhoneNum |
| Signature | 2014-07-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANDY SWANSON | PreparerPersonNm |
| PTIN | P00705970 | PTIN |
| Phone | 3193541500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,587,146 | 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 | $90,567 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $14,120 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14,120 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $121,469 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $121,469 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$2,874 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $46,465 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $223,282 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $135,589 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,920 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,460 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,460 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $359 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $105 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $77 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,356 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,565 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,460 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $136,350 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $136,350 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $139,706 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,565 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $137,810 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $83,576 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $134,024 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $55,316 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $113,857 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $113,857 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,756,709 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,781,744 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,041,390 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $463,137 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $463,137 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $431,899 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,275,162 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,358,738 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,587,146 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,275,162 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,358,738 | 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 | $2,275,162 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,358,738 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,275,162 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,358,738 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,275,162 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $83,576 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,358,738 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,358,738 | 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 | $46,465 | GrossSalesPriceAmt |
| Cost Or Other Basis | $49,339 | CostOrOtherBasisAmt |
| Gain Or Loss | -$2,874 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$2,874 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$2,874 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | Yes (1) | LiableSection4942TaxInd |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,680 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,680 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,680 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $58 | EsPenaltyAmt |
| Tax Due | $2,738 | 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 | AddressLine1 |
| City | IOWA CITY | City |
| State | IA | State |
| ZIP Code | 52245 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $0 | $0 | $0 |
| KRISTOFER K KINSEY | ||||||||
| 38 POST ROAD | IOWA CITY | IA | 52245 | DIRECTOR | 1.00 | $0 | $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 | $3,166,957 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $68,868 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,235,825 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,235,825 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $48,537 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,187,288 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $159,364 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $159,364 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,680 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,680 | TotalTaxAmt |
| Distributable Before Adj | $156,684 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $156,684 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $156,684 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $137,810 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $137,810 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $137,810 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $156,684 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $130,019 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $137,810 | QualifyingDistributionsAmt |
| Applied To Year1 | $130,019 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,791 | 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 | $148,893 | 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 (84 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| 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 | ||||||||
| PO BOX 22718 | OKLAHOMA CITY | OK | 73123 | NONE | PUBLIC | GENERAL OPERATING FUND | $250 | |
| AMERICAN SENIORS GOLF ASSN | ||||||||
| PO BOX 100 | MARSTONS MILLS | MA | 02648 | NONE | PUBLIC | GENERAL OPERATING FUND | $3,500 | |
| ATHLETES IN ACTION - CO BOB LEHNERTZ | ||||||||
| 2109 ABBIE COURT | CORALVILLE | IA | 52241 | NONE | PUBLIC | GENERAL OPERATING FUND | $250 | |
| BIRDIES FOR CHARITY FUND | ||||||||
| 15623 COALTOWN RD | EAST MOLINE | IL | 61244 | NONE | PUBLIC | GENERAL OPERATING FUND | $4,000 | |
| BOSTON CHILDREN'S HOSPITAL | ||||||||
| 300 LONGWOOD AVENUE | BOSTON | MA | 02115 | NONE | PUBLIC | GENERAL OPERATING FUND | $500 | |
| BRETT GREENWOOD FOUNDATION | ||||||||
| 2001 SPRUCE HILLS DR | BETTENDORF | IA | 52722 | NONE | PUBLIC | GENERAL OPERATING FUND | $300 | |
| BROOKLINE EDUCATION FOUNDATION | ||||||||
| PO BOX 470652 | BROOKLINE | MA | 02447 | NONE | PUBLIC | GENERAL OPERATING FUND | $200 | |
| CAMDEN MUSIC SCHOOL | ||||||||
| 3751 N SHERIDAN AVE | MINNEAPOLIS | MN | 55412 | 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 | ||||||||
| 2600 EDGEWOOD RD SW | CEDAR RAPIDS | IA | 52404 | 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 | |
| CEDAR VALLEY HUMANE SOCIETY | ||||||||
| 7411 MT VERNON RD SE | CEDAR RAPIDS | IA | 52403 | NONE | PUBLIC | GENERAL OPERATING FUND | $250 | |
| COMMUNITY DEVELOPMENT ALTERNATIVES FOR KIDS | ||||||||
| 410 E WASHINGTON ST | IOWA CITY | IA | 52240 | NONE | PUBLIC | GENERAL OPERATING FUND | $250 | |
| COMMUNITY FOUNDATION OF JOHNSON COUNTY | ||||||||
| 325 E WASHINGTON STREET | IOWA CITY | IA | 52240 | NONE | PUBLIC | GENERAL OPERATING FUND | $7,500 | |
| 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 | |
| DOMESTIC VIOLENCE INTERVENTION PROGRAM | ||||||||
| PO BOX 3170 | IOWA CITY | IA | 52244 | NONE | PUBLIC | GENERAL OPERATING FUND | $1,600 | |
| DONALD ROSS SOCIETY FOUNDATION | ||||||||
| 450 MONTBROOK LANE | KNOXVILLE | TN | 37919 | NONE | PUBLIC | GENERAL OPERATING FUND | $1,000 | |
| 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 | ||||||||
| 35124 IOWA 13 | STRAWBERRY POINT | IA | 52076 | NONE | PUBLIC | 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 | $1,000 | |
| FIRST CONGREGATIONAL CHURCH | ||||||||
| 500 8TH AVE SE | MINNEAPOLIS | MN | 55414 | NONE | RELIGIOUS ORGANIZATI | GENERAL OPERATING FUND | $1,000 | |
| FIRST PRESBYTERIAN CHURCH | ||||||||
| 2701 ROCHESTER AVE | IOWA CITY | IA | 52245 | NONE | RELIGIOUS ORGANIZATI | GENERAL OPERATING FUND | $3,500 | |
| FIRST TEE IN NAPLES | ||||||||
| 9393 VANDERBILT BEACH RD | NAPLES | FL | 34120 | NONE | PUBLIC | GENERAL OPERATING FUND | $2,000 | |
| FOREST LODGE PUBLIC LIBRARY | ||||||||
| 13450 COUNTY HIGHWAY M | CABLE | WI | 54821 | NONE | PUBLIC | GENERAL OPERATING FUND | $200 | |
| GIVE FOUNDATION | ||||||||
| 3184 HWY 22 | RIVERSIDE | IA | 52327 | NONE | PUBLIC | GENERAL OPERATING FUND | $1,200 | |
| HERBERT HOOVER LIBRARY | ||||||||
| 210 PARKSIDE DR | WEST BRANCH | IA | 52358 | NONE | PUBLIC | GENERAL OPERATING FUND | $3,000 | |
| HERMAN SANI SCHOLARSHIP FUND - IOWA GOLF ASSN FOUNDATION | ||||||||
| 8515 DOUGLAS AVE STE 25 | URBANDALE | IA | 50322 | NONE | PUBLIC | GENERAL OPERATING FUND | $1,500 | |
| HITCHCOCK WOODS FOUNDATION | ||||||||
| POBOX 1702 | AIKEN | SC | 29802 | NONE | PUBLIC | GENERAL OPERATING FUND | $300 | |
| HOLDEN COMPREHENSIVE CANCER CENTER | ||||||||
| PO BOX 4550 | IOWA CITY | IA | 52244 | NONE | PUBLIC | GENERAL OPERATING FUND | $2,000 | |
| 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 | $5,000 | |
| IJAG | ||||||||
| GRIMES STATE OFFICE BUILDING 3RD | DES MOINES | IA | 50319 | NONE | PUBLIC | GENERAL OPERATING FUND | $1,500 | FLOOR |
| IOWA CITY FREE MEDICAL CLINIC | ||||||||
| 2440 TOWNCREST DR | IOWA CITY | IA | 52240 | NONE | PUBLIC | GENERAL OPERATING FUND | $700 | |
| IOWA CITY HOSPICE | ||||||||
| 1025 WADE ST | IOWA CITY | IA | 52240 | NONE | PUBLIC | GENERAL OPERATING FUND | $300 | |
| 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 | $700 | |
| IOWA CITY ROTARY WHEEL CLUB | ||||||||
| PO BOX 684 | IOWA CITY | IA | 52244 | NONE | PUBLIC | GENERAL OPERATING FUND | $1,500 | |
| IOWA CITY WEST GOLF | ||||||||
| 2901 MELROSE AVENUE | IOWA CITY | IA | 52246 | NONE | PUBLIC | GENERAL OPERATING FUND | $500 | |
| IOWA ENVIRONMENTAL COUNCIL | ||||||||
| 521 E LOCUST ST STE 220 | DES MOINES | IA | 50309 | NONE | PUBLIC | GENERAL OPERATING FUND | $2,000 | |
| IOWA GOLF ASSOCIATION FOUNDATION | ||||||||
| 8515 DOUGLAS AVE STE 25 | URBANDALE | IA | 50322 | NONE | PUBLIC | GENERAL OPERATING FUND | $1,500 | |
| IOWA PUBLIC RADIO | ||||||||
| 2022 COMMUNICATIONS BUILDING | AMES | IA | 50011 | NONE | PUBLIC | GENERAL OPERATING FUND | $500 | |
| IOWA PUBLIC TELEVISION | ||||||||
| 6450 CORPORATE DRIVE | JOHNSTON | IA | 50131 | NONE | PUBLIC | GENERAL OPERATING FUND | $500 | |
| JOHNSON COUNTY CRISIS CENTER | ||||||||
| 1121 GILBERT COURT | IOWA CITY | IA | 52240 | NONE | PUBLIC | GENERAL OPERATING FUND | $800 | |
| JOHNSON COUNTY I CLUB | ||||||||
| PO BOX 4550 | IOWA CITY | IA | 52244 | NONE | PUBLIC | GENERAL OPERATING FUND | $200 | |
| JUNIOR ACHIEVEMENT OF EASTERN IOWA | ||||||||
| 324 3RD ST SE 200 | CEDAR RAPIDS | IA | 52401 | NONE | PUBLIC | GENERAL OPERATING FUND | $300 | |
| KIRKWOOD COMMUNITY COLLEGE FOUNDATION | ||||||||
| 6301 KIRKWOOD BLVD SW | CEDAR RAPIDS | IA | 52404 | NONE | PUBLIC | GENERAL OPERATING FUND | $3,000 | |
| 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 HOSPICE UNIT OF MERCY HOSPITAL | ||||||||
| 500 E MARKET STREET | IOWA CITY | IA | 52245 | NONE | PUBLIC | GENERAL OPERATING FUND | $200 | |
| METRO MIX CHORUS | ||||||||
| 1417 3RD ST SE | CEDAR RAPIDS | IA | 52403 | NONE | PUBLIC | GENERAL OPERATING FUND | $500 | |
| 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 | $3,000 | |
| NATIONAL ALLIANCE ON MENTAL HEALTH OF JOHNSON COUNTY | ||||||||
| 1105 S GILBERT COURT | IOWA CITY | IA | 52240 | NONE | PUBLIC | GENERAL OPERATING FUN | $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 | |
| OAKNOLL FOUNDATION | ||||||||
| 1 OAKNOLL COURT | IOWA CITY | IA | 52246 | NONE | PUBLIC | GENERAL OPERATING FUND | $1,000 | |
| REGINA FOUNDATION | ||||||||
| 2140 ROCHESTER AVE | IOWA CITY | IA | 52245 | NONE | PUBLIC | GENERAL OPERATING FUND | $200 | |
| RONALD MCDONALD HOUSE | ||||||||
| 730 HAWKINS DR | IOWA CITY | IA | 52246 | NONE | PUBLIC | GENERAL OPERATING FUND | $3,500 | |
| RUSSELL & ANN GERDIN AMERICAN CANCER SOCIETY HOPE LODGE | ||||||||
| 750 HAWKINS DR | IOWA CITY | IA | 52246 | NONE | PUBLIC | GENERAL OPERATING FUND | $1,000 | |
| ST ANDREW PRESBYTERIAN CHURCH | ||||||||
| 1300 MELROSE AVE | IOWA CITY | IA | 52246 | NONE | RELIGIOUS ORGANIZATI | GENERAL OPERATING FUND | $300 | |
| SHELTER HOUSE COMMUNITY | ||||||||
| 429 SOUTHGATE AVE | IOWA CITY | IA | 52240 | NONE | PUBLIC | GENERAL OPERATING FUND | $1,000 | |
| SOUTH FLORIDA PGA FOUNDATION | ||||||||
| C/O OLDE FLORIDA 9393 VANDERBILT | NAPLES | FL | 34120 | NONE | PUBLIC | GENERAL OPERATING FUND | $400 | BEACH RD |
| TENNESSEE GOLF FOUNDATION | ||||||||
| 400 FRANKLIN RD | FRANKLIN | TN | 37069 | NONE | PUBLIC | GENERAL OPERATING FUND | $1,000 | |
| THE CONCORD FOUNDATION | ||||||||
| 1011 ARLINGTON BLVD SUITE 300 | ARLINGTON | VA | 22209 | NONE | PUBLIC | GENERAL OPERATING FUND | $500 | |
| THE FIRST TEE OF GREATER DES MOINES | ||||||||
| THE GOLF FOUNDATION OF IOWA INC | GRIMES | IA | 50111 | NONE | PUBLIC | GENERAL OPERATING FUND | $1,200 | 12928 NW 8TH AVE 25 |
| THE FIRST TEE OF MINNEAPOLIS | ||||||||
| 445 ST ANTHONY PARKWAY | MINNEAPOLIS | MN | 55418 | NONE | PUBLIC | GENERAL OPERATING FUND | $200 | |
| THE GIDEONS INTERNATIONAL | ||||||||
| PO BOX 140800 | NASHVILLE | TN | 37214 | NONE | RELIGIOUS ORGANIZATI | GENERAL OPERATING FUND | $300 | |
| THE GREATER CR COMMUNITY FOUNDATION | ||||||||
| 324 3RD ST SE | CEDAR RAPIDS | IA | 52401 | NONE | PUBLIC | GENERAL OPERATING FUND | $3,000 | |
| THE IOWA CHILDRENS MUSEUM | ||||||||
| 1451 CORAL RIDGE AVE | CORALVILLE | IA | 52241 | NONE | PUBLIC | GENERAL OPERATING FUND | $1,100 | |
| 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 | $500 | |
| THE UNIVERSITY OF IOWA FOUNDATION | ||||||||
| LEVITT CENTER | IOWA CITY | IA | 52242 | NONE | PUBLIC | GENERAL OPERATING FUND | $29,500 | |
| THEATRE CEDAR RAPIDS | ||||||||
| 102 3RD STREET SE | CEDAR RAPIDS | IA | 52401 | 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 | $3,500 | |
| VISITING NURSE ASSN | ||||||||
| 2953 SIERRA CT SW | IOWA CITY | IA | 52240 | NONE | PUBLIC | GENERAL OPERATING FUND | $1,500 | |
| WILLOW WIND SCHOOL | ||||||||
| 950 DOVER STREET | IOWA CITY | IA | 52245 | NONE | PUBLIC | GENERAL OPERATING FUND | $300 | |
| YOUTH HOMES OF MID-AMERICA | ||||||||
| PO BOX 39 | JOHNSTON | IA | 50131 | NONE | PUBLIC | GENERAL OPERATING FUND | $1,200 | |
| ZACH JOHNSON FOUNDATION | ||||||||
| POBOX 2336 | CEDAR RAPIDS | IA | 52406 | NONE | PUBLIC | GENERAL OPERATING FUND | $250 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $136,350 | 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 | $14,120 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $121,469 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$2,874 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $132,715 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $132,715 | 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 | KERMIT KINSEY CHARITABLE LEAD UNIT | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BANK OF AMERICA 401 LOS OLAS BLVD | AddressLine1 |
| City | FORT LAUDERDALE | City |
| State | FL | State |
| ZIP Code | 34394 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $90,567 | 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 | $2,920 | Amt |
| Net Investment Income | $1,460 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,460 | 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 (23 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 2000 AMEREN CORP | $48,230 | $78,700 |
| 2000 BRISTOL MYERS SQUIBB CO | $47,351 | $99,480 |
| 1000 CALIFORNIA WATER SERVICE GROUP | $19,356 | $22,060 |
| 3000 CENTURYLINK | $110,544 | $113,010 |
| 5000 COEUR D ALENE MINES CORP | $76,266 | $34,200 |
| 2000 EMPIRE DISTRICT ELECTRIC CO | $29,891 | $48,020 |
| 10000 FRONTIER COMMUNICATIONS CORP | $86,232 | $57,900 |
| 10000 GREAT PLAINS ENERGY | $224,899 | $254,500 |
| 6000 H & Q HEALTHCARE INVS | $87,802 | $156,540 |
| 9000 LOCKHEED MARTIN CORP | $421,382 | $1,472,850 |
| 3000 MDU RESOURCES GROUP INC. | $40,169 | $101,640 |
| 1000 NEWMONT MINING CORP | $49,105 | $22,890 |
| 20000 ORASURE TECHNOLOGIES INC | $146,992 | $126,400 |
| 3000 OTTER TAIL CORP | $69,106 | $85,740 |
| 1000 PINNACLE FOODS INC | $25,056 | $31,310 |
| 1000 SOUTHWEST GAS CORP | $19,245 | $52,360 |
| 1000 SPECTRA ENERGY CORP | $31,315 | $40,580 |
| 1000 VERIZON COMMUNICATIONS | $36,909 | $49,960 |
| 11000 WINDSTREAM CORP | $107,410 | $105,270 |
| 2000 BARRICK GOLD CORP | $57,170 | $32,220 |
| 800 GOLAR LNG LIMITED | $29,962 | $37,240 |
| 1000 SHIP FINANCE INTERNATIONAL LIMITED | $17,352 | $18,520 |
| 500 HEINZ H J CO | $0 | $0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 1500 QWEST CORPORATION | AT COST | $37,500 | $39,405 |
| 2000 SATURNS TR NO 2007 | AT COST | $38,112 | $36,500 |
| 2000 PUBLIC STORAGE (PSAPRP) | AT COST | $50,000 | $52,100 |
| 2000 PUBLIC STORAGE (PSAPRQ) | AT COST | $50,000 | $52,900 |
| 1000 PUBLIC STORAGE (PSAPRR) | AT COST | $25,000 | $25,950 |
| 100000 EMBARQ CORP | AT COST | $107,961 | $109,262 |
| 750 MARKET VECTORS | AT COST | $73,593 | $25,582 |
| 2000 PLUM CREEK TIMBER CO INC | AT COST | $80,971 | $90,200 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| USPS | $74 | $0 | $0 |
| PENALTIES | $3 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAID | $254 | $0 | $0 |
| FOREIGN TAX PAID | $105 | $105 | $0 |
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