JON AND MARCIA KINZENBAW FOUNDATIONINC: Form 990PF, tax year 2025
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- Organization
- JON AND MARCIA KINZENBAW FOUNDATIONINC (EIN 20-5096137)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-03-03
- IRS object ID
- 202630629349100128
- Schema version
- 2025v4.0
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-03T17:40:05-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 844130791 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAHM KNAPP & ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1570 BOYSON ROAD | AddressLine1Txt |
| City | HIAWATHA | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52233 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205096137 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JON AND MARCIA KINZENBAW | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JONA | BusinessNameControlTxt |
| Phone | 3196682787 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 852 | AddressLine1Txt |
| City | WILLIAMSBURG | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 523610852 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARCIA A KINZENBAW | PersonNm |
| Person Title | VP/SEC/TREAS | PersonTitleTxt |
| Phone | 3196682787 | PhoneNum |
| Signature | 2026-02-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RANDALLE K KNAPP | PreparerPersonNm |
| PTIN | P01619180 | PTIN |
| Phone | 3192003100 | PhoneNum |
| Preparation | 2026-03-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,208,318 | 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 | $15,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $9,046 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,046 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $365,342 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $365,342 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $244,547 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,155,519 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $244,547 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $266 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $266 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $634,201 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $619,201 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $45 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $45 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,985 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $4,985 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $54,374 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $54,374 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $12,673 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,599 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $72,077 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $59,973 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,030 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $575,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $575,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $647,077 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $59,973 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $580,030 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$12,876 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $559,228 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $192,005 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $209,164 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $209,164 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $8,538,400 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,510,518 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,999,154 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,730,405 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,719,682 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,208,318 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $8,730,405 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,719,682 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,730,405 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,719,682 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,730,405 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,719,682 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,730,405 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$12,876 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,153 | OtherIncreasesAmt |
| Subtotal | $8,719,682 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,719,682 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| NORTHERN TRUST 1099 - ST | P | $4,259 | $4,902 | -$643 | -$643 |
| NORTHERN TRUST 1099 - LT | P | $1,051,074 | $906,070 | $145,004 | $145,004 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $244,547 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,773 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,773 | SubtotalAmt |
| Tax Based On Investment Income | $7,773 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,500 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $7,500 | TotalPaymentsAndCreditsAmt |
| Tax Due | $273 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MARCIA KINZENBAW | IndividualWithBooksNm |
| Phone | 3196682787 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 852 | AddressLine1Txt |
| City | WILLIAMSBURG | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 523610852 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JON E KINZENBAW | ||||||||
| 2148 PP AVENUE | WILLIAMSBURG | IA | 52361 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| MARCIA A KINZENBAW | ||||||||
| 2148 PP AVENUE | WILLIAMSBURG | IA | 52361 | VP/SEC/TREAS | 000.00 | $0 | $0 | $0 |
| JONATHAN D KINZENBAW | ||||||||
| 7207 G24 HIGHWAY | INDIANOLA | IA | 50125 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| SUSANNE N VEATCH | ||||||||
| 2286 PRAIRIE DU CHIEN RD NE | IOWA CITY | IA | 52240 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NORTHERN TRUST COMPANY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 803878 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60680 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MGMT | ServiceTypeTxt |
| Compensation | $51,599 | CompensationAmt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,967,558 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $436,060 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $490,454 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,894,072 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $11,894,072 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $178,411 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,715,661 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $585,783 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $585,783 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,773 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,773 | TotalTaxAmt |
| Distributable Before Adj | $578,010 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $578,010 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $578,010 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $580,030 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $580,030 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $578,010 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $3,098 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $3,757 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,212 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $14,067 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $580,030 | QualifyingDistributionsAmt |
| Applied To Current Year | $578,010 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,020 | RemainingDistriFromCorpusAmt |
| Total Corpus | $16,087 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $16,087 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,098 | ExcessFromYear4Amt |
| Excess From Year2 | $3,757 | ExcessFromYear2Amt |
| Excess From Year1 | $7,212 | ExcessFromYear1Amt |
| Excess From Current Year | $2,020 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JON AND MARCIA KINZENBAW | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARCIA A KINZENBAW | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 852 | AddressLine1Txt |
| City | WILLIAMSBURG | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52361 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3196682787 | RecipientPhoneNum |
| Form And Info And Materials | NO FORMAL APPLICATION REQUIRED. PROVIDE YOUR PURPOSE AND PROOF OF YOUR 501(C)(3) STATUS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | FOCUS ON FUNDING CHARITABLE ACTIVITIES IN IOWA, ALTHOUGH THIS WILL NOT PRECLUDE GRANTS TO GOOD CAUSES OUTSIDE OF THIS AREA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HILLS BANK DONOR ADVISED FUND | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 590 W FOREVERGREEN ROAD | AddressLine1Txt |
| City | NORTH LIBERTY | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52317 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusCd |
| Grant Or Contribution Purpose | FUTURE DESIGNATIONS | GrantOrContributionPurposeTxt |
| Amt | $575,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $575,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,046 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $365,342 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $100,186 | ExclusionAmt |
| Related Or Exempt Function Incm | $144,361 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NORTHERN TRUST | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $266 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $474,840 | ExclusionAmt |
| Related Or Exempt Function Incm | $144,361 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $619,201 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 | JON MARCIA KINZENBAW | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 852 | AddressLine1Txt |
| City | WILLIAMSBURG | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52361 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $15,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION & BOOKKEEPING | CategoryTxt |
| Amt | $4,985 | Amt |
| Disbursements Charitable Prps | $4,985 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SEE ATTACHED SCHEDULE | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $8,510,518 | BookValueAmt |
| EOYFMV | $11,999,154 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $45 | LegalFeesAmt |
| Disbursements Charitable Prps | $45 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NORTHERN TRUST | Desc |
| Revenue And Expenses Per Books | $266 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $266 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME REPORTED IN 2025 RECEIVED IN 2026 | Desc |
| Amt | $2,153 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TRUSTEE FEES | CategoryTxt |
| Amt | $54,374 | Amt |
| Net Investment Income | $54,374 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX WITHHELD | $5,599 | $5,599 |
| EXCISE TAX | $7,074 |