KENNETH K KINSEY FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- KENNETH K KINSEY FAMILY FOUNDATION (EIN 36-4154135)
- Tax period
- 2012-06-01 to 2013-05-31
- Filed
- 2013-09-15
- IRS object ID
- 201302609349100005
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- 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) |
|---|---|---|
| Timestamp | 2013-09-15T13:47:29-05:00 | Timestamp |
| Tax Period End Date | 2013-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411944416 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364154135 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KENNETH K KINSEY FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | KENN | NameControl |
| Phone | 3193545000 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KENNETH K KINSEY | Name |
| Title | PRESIDENT | Title |
| Phone | 3193545000 | Phone |
| Date Signed | 2013-09-10 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ANDY SWANSON | Name |
| PTIN | P00705970 | PTIN |
| Phone | 3193541500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2843436 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 88151 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 14343 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 14343 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 115691 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 115691 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -1021 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 344974 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 217164 | TotalRevenueAndExpenses |
| Total Net Investment Income | 130034 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 2200 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 1100 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 3465 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1732 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1733 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 2827 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 240 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 71 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 8563 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1972 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 2833 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 121500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 121500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 130063 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1972 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 124333 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 87101 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 128062 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 65205 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 55316 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 55316 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1660381 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1756709 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2336660 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 462475 | InvestmentsOtherBOY |
| Investments Other EOY | 463137 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 451460 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 2188061 | TotalAssetsBOY |
| Total Assets EOY | 2275162 | TotalAssetsEOY |
| Total Assets EOYFMV | 2843436 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 2188061 | CapitalStockBOY |
| Capital Stock EOY | 2275162 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 2188061 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2275162 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2188061 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2275162 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2188061 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 87101 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 2275162 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2275162 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | PUBLICLY TRADED SECURITIES | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Gross Sales Price | 344974 | GrossSalesPrice |
| Cost Or Other Basis | 345995 | CostOrOtherBasis |
| Gain Or Loss | -1021 | GainOrLoss |
| Gains Minus Excess Or Losses | -1021 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -1021 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 1 | LiableFor4942Tax |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 2561 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 2561 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 2561 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Penalty For Underpayment | 52 | PenaltyForUnderpayment |
| Tax Due | 2613 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | IA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | NONE | WebsiteAddress |
| Books In Care Of Person Name | KENNETH K KINSEY | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3193382580 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 | 1100 | 0 | 0 |
| KRISTOFER K KINSEY | ||||||||
| 38 POST ROAD | IOWA CITY | IA | 52245 | DIRECTOR | 1.00 | 1100 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
| Amount1 | 0 | Amount1 |
| All Oth Prog Rltd Investments Total | 0 | AllOthProgRltdInvestmentsTotal |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 2691818 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 60447 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2752265 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2752265 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 41284 | CashDeemedCharitable |
| Net Noncharitable Assets | 2710981 | NetNoncharitableAssets |
| Minimum Investment Return | 135549 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 135549 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2561 | TaxBasedOnInvestmentIncome |
| Total Tax | 2561 | TotalTax |
| Distributable Amount Before Adj | 132988 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 132988 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 132988 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 124333 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 124333 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 124333 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 132988 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 121364 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 124333 | QualifyingDistributions |
| Applied To Year1 | 121364 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 2969 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 130019 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KENNETH K KINSEY | ContributingManager |
| Contributing Manager | JEANETTE A KINSEY | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (77 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION EAST CENTRAL IOWA | ||||||||
| 317 SEVENTH AVENUE SE STE 402 | CEDAR RAPIDS | IA | 52401 | NONE | PUBLIC | GENERAL OPERATING FUND | $500 | |
| ALZHEIMER'S FOUNDATION OF AMERICA | ||||||||
| 322 EIGHTH AVE 7TH PL | NEW YORK | NY | 10001 | NONE | PUBLIC | GENERAL OPERATING FUND | $500 | |
| AMANA HERITAGE SOCIETY | ||||||||
| 705 44TH AVE | AMANA | IA | 52203 | NONE | PUBLIC | GENERAL OPERATING FUND | $300 | |
| AMERICAN SENIORS GOLF ASSN | ||||||||
| PO BOX 100 | MARSTONS MILLS | MA | 02648 | NONE | PUBLIC | GENERAL OPERATING FUND | $3,000 | |
| 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 | $2,000 | |
| BRETT GREENWOOD FOUNDATION | ||||||||
| 2001 SPRUCE HILLS DR | BETTENDORF | IA | 52722 | NONE | PUBLIC | GENERAL OPERATING FUND | $500 | |
| 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 | ||||||||
| 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 | |
| CHILDREN'S HOSPITAL - BOSTON | ||||||||
| 300 LONGWOOD AVENUE | BOSTON | MA | 02115 | NONE | PUBLIC | GENERAL OPERATING FUND | $500 | |
| COLLIER JUNIOR GOLF TOUR | ||||||||
| 9393 VANDERBILT BEACH RD | NAPLES | FL | 34120 | NONE | PUBLIC | GENERAL OPERATING FUND | $500 | |
| COMMUNITY DEVELOPMENT ALTERNATIVES FOR KIDS | ||||||||
| 410 E WASHINGTON ST | IOWA CITY | IA | 52240 | NONE | PUBLIC | GENERAL OPERATING FUND | $250 | |
| 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 | $1,500 | |
| 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 | $400 | |
| EVANS SCHOLARS FOUNDATION | ||||||||
| ONE BRIAR RD | GOLF | IL | 60029 | NONE | PUBLIC | GENERAL OPERATING FUND | $2,500 | |
| FAMSCO - ROTARY DISTRICT 6000 HUMANITARIAN AND EDUCATIONAL FOUNDATION INC | ||||||||
| 1811 N DUBUQUE RD | IOWA CITY | IA | 52240 | NONE | PUBLIC | GENERAL OPERATING FUND | $1,900 | |
| FIRST BAPTIST CHURCH | ||||||||
| 33425 MAIN STREET | WINIGAN | MO | 63566 | NONE | RELIGIOUS ORGANIZATI | GENERAL OPERATING FUND | $100 | |
| FIRST CONGREGATIONAL CHURCH | ||||||||
| 500 8TH AVE SE | MINNEAPOLIS | MN | 55414 | NONE | RELIGIOUS ORGANIZATI | GENERAL OPERATING FUND | $1,200 | |
| FIRST PRESBYTERIAN CHURCH | ||||||||
| 2701 ROCHESTER AVE | IOWA CITY | IA | 52245 | NONE | RELIGIOUS ORGANIZATI | GENERAL OPERATING FUND | $2,000 | |
| FIRST TEE IN NAPLES | ||||||||
| 9393 VANDERBILT BEACH RD | NAPLES | FL | 34120 | NONE | PUBLIC | GENERAL OPERATING FUND | $500 | |
| FIRST UNITED METHODIST CHURCH | ||||||||
| 214 EAST JEFFERSON ST | IOWA CITY | IA | 52245 | NONE | RELIGIOUS ORGANIZATI | GENERAL OPERATING FUND | $100 | |
| GIVE FOUNDATION | ||||||||
| 3184 HWY 22 | RIVERSIDE | IA | 52327 | NONE | PUBLIC | GENERAL OPERATING FUND | $1,200 | |
| GOLFING FORE CANCER | ||||||||
| US BANK 222 2ND AVE | CEDAR RAPIDS | IA | 52401 | NONE | PUBLIC | GENERAL OPERATING FUND | $1,500 | |
| 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 | $1,200 | |
| HITCHCOCK WOODS FOUNDATION | ||||||||
| POBOX 1702 | AIKEN | SC | 29802 | NONE | PUBLIC | GENERAL OPERATING FUND | $400 | |
| 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 | $1,500 | |
| ICCSD | ||||||||
| 509 S DUBUQUE | IOWA CITY | IA | 52240 | NONE | PUBLIC | GENERAL OPERATING FUND | $4,000 | |
| IOWA CITY FREE MEDICAL CLINIC | ||||||||
| 2440 TOWNCREST DR | IOWA CITY | IA | 52240 | NONE | PUBLIC | GENERAL OPERATING FUND | $500 | |
| IOWA CITY HOSPICE | ||||||||
| 1025 WADE ST | IOWA CITY | IA | 52240 | NONE | PUBLIC | GENERAL OPERATING FUND | $600 | |
| IOWA CITY MASONIC FOUNDATION | ||||||||
| 4970 AMERICAN LEGION RD | IOWA CITY | IA | 52240 | NONE | PUBLIC | GENERAL OPERATING FUND | $4,000 | |
| 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 | $1,200 | |
| IOWA PHYSICIANS FOR SOCIAL RESPONSIBILITY | ||||||||
| 20 EAST MARKET ST | IOWA CITY | IA | 52245 | NONE | PUBLIC | GENERAL OPERATING FUND | $200 | |
| 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 | $500 | |
| JUNIOR INVITATIONAL INC | ||||||||
| AUGUSTA RIVERFRONT CENTER ONE TENTH | AUGUSTA | GA | 30901 | NONE | PUBLIC | GENERAL OPERATING FUND | $3,000 | STREET STE 340 |
| KIRKWOOD COMMUNITY COLLEGE FOUNDATION | ||||||||
| 6301 KIRKWOOD BLVD SW | CEDAR RAPIDS | IA | 52404 | NONE | PUBLIC | GENERAL OPERATING FUND | $3,000 | |
| MACPHAIL CENTER FOR MUSIC | ||||||||
| PO BOX 86 | MINNEAPOLIS | MN | 55486 | NONE | PUBLIC | GENERAL OPERATING FUND | $1,000 | |
| MARCY OPEN SCHOOL | ||||||||
| 415 4TH AVE SE | MINNEAPOLIS | MN | 55414 | NONE | PUBLIC | GENERAL OPERATING FUND | $700 | |
| 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 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 | |
| PATHWAYS ADULT DAY CARE | ||||||||
| 81 PEPPERWOOD LANE | IOWA CITY | IA | 52240 | NONE | PUBLIC | GENERAL OPERATING FUND | $400 | |
| PEOPLE'S CITY MISSION | ||||||||
| 110 Q STREET | LINCOLN | NE | 68508 | NONE | PUBLIC | GENERAL OPERATING FUND | $300 | |
| 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 | |
| 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 |
| TEE UP FOR TIM | ||||||||
| 637 FOSTER RD | IOWA CITY | IA | 52245 | NONE | PUBLIC | GENERAL OPERATING FUND | $200 | |
| 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 | $1,000 | 12928 NW 8TH AVE 25 |
| 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 | $1,200 | |
| 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 | $27,300 | |
| 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 | $300 | |
| 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 | |
| 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 | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 121500 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $14,343 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $115,691 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$1,021 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $129,013 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 129013 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | KERMIT KINSEY CHARITABLE LEAD UNIT | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | 88151 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEES | Category |
| Amount | $3,465 | Amount |
| Net Investment Income | 1732 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1733 | DisbursementsCharitablePrps |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Oth Prog Rltd Investments AllOthProgRltdInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NONE | Description |
| Amount | $0 | Amount |
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 | Election |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (20 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 3000 MDU RESOURCES GROUP INC. | 40169 | 77580 |
| 10000 GREAT PLAINS ENERGY | 224899 | 225700 |
| 6000 H & Q HEALTHCARE INVS | 87802 | 134340 |
| 9000 LOCKHEED MARTIN CORP | 421382 | 952470 |
| 20000 ORASURE TECHNOLOGIES INC | 146992 | 87600 |
| 1000 SOUTHWEST GAS CORP | 19245 | 47350 |
| 500 HEINZ H J CO | 16783 | 36180 |
| 2000 BRISTOL MYERS SQUIBB CO | 47351 | 92020 |
| 1000 NEWMONT MINING CORP | 49105 | 34280 |
| 11000 WINDSTREAM CORP | 107410 | 88330 |
| 2000 BARRICK GOLD CORP | 57170 | 42240 |
| 6000 COEUR D ALENE MINES CORP | 108822 | 85140 |
| 2000 AMEREN CORP | 48230 | 68080 |
| 2000 EMPIRE DISTRICT ELECTRIC CO | 29891 | 43460 |
| 10000 FRONTIER COMMUNICATIONS CORP | 86232 | 41450 |
| 3000 CENTURYLINK | 110544 | 102450 |
| 3000 OTTER TAIL CORP | 69106 | 81960 |
| 1000 VERIZON COMMUNICATIONS | 36909 | 48480 |
| 1000 SPECTRA ENERGY CORP | 31315 | 30570 |
| 1000 SHIP FINANCE INTERNATIONAL LIMITED | 17352 | 16980 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (11 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| 2000 SATURNS TR NO 2007 | AT COST | 38112 | 39624 |
| 400 SOVRAN SELF STORAGE INC | AT COST | 0 | 0 |
| 5000 PPLUS TR | AT COST | 0 | 0 |
| 500 PROSHARES ULTRASHORT BARCLAYS | AT COST | 0 | 0 |
| 3000 MARKET VECTORS | AT COST | 73593 | 36060 |
| 2000 PUBLIC STORAGE (PSAPRP) | AT COST | 50000 | 52800 |
| 2000 PUBLIC STORAGE (PSAPRQ) | AT COST | 50000 | 53720 |
| 2000 PLUM CREEK TIMBER CO INC | AT COST | 80971 | 95400 |
| 1500 QWEST CORPORATION | AT COST | 37500 | 39150 |
| 1000 PUBLIC STORAGE (PSAPRR) | AT COST | 25000 | 26360 |
| 100000 EMBARQ CORP | AT COST | 107961 | 108346 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | USPS | Description |
| Revenue And Expenses Per Books | 71 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FEDERAL TAX PAID | $2,360 | 0 | 0 |
| EXCISE TAX | $227 | 0 | 0 |
| FOREIGN TAX PAID | $240 | 240 | 0 |
Comments