KENNETH K KINSEY FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
KENNETH K KINSEY FAMILY FOUNDATION (EIN 36-4154135)
Tax period
2025-06-01 to 2026-05-31
Filed
2026-09-24
IRS object ID
202622679349100502
Schema version
2025v4.2
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-09-24T08:43:40-05:00ReturnTs
Tax Period End2026-05-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1201 FIRST ST SE STE 800AddressLine1Txt
CityCEDAR RAPIDSCityNm
State AbbreviationIAStateAbbreviationCd
ZIP524011425ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-06-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN364154135EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE KENNETH K KINSEY FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKENNBusinessNameControlTxt
Phone3196218954PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line138 POST RDAddressLine1Txt
CityIOWA CITYCityNm
State AbbreviationIAStateAbbreviationCd
ZIP52245ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKENNETH K KINSEYPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3196218954PhoneNum
Signature2026-09-22SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSHAWNA HULSPreparerPersonNm
PTINP01315330PTIN
Phone3192985333PhoneNum
Preparation2026-09-22PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$7,764,577FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$104,670ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$94InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$94InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$193,488DividendsRevAndExpnssAmt
Dividends Net Invst Incm$193,488DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$94,627NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$160,524GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$94,627CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$300OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$393,179TotalRevAndExpnssAmt
Total Net Invst Incm$288,209TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$1,797CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,539AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,770AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,769AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$6,306TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,481TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$297OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$297OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$13,939TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,251TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,066TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$328,600ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$328,600ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$342,539TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,251TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$331,666TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$50,640ExcessRevenueOverExpensesAmt
Net Investment Income$282,958NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst EOY$7,115SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$7,115SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,757,817CorporateStockBOYAmt
Corporate Stock EOY$1,785,118CorporateStockEOYAmt
Corporate Stock EOYFMV$7,565,226CorporateStockEOYFMVAmt
Other Investments BOY$163,888OtherInvestmentsBOYAmt
Other Investments EOY$168,600OtherInvestmentsEOYAmt
Other Investments EOYFMV$192,236OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,921,705TotalAssetsBOYAmt
Total Assets EOY$1,960,833TotalAssetsEOYAmt
Total Assets EOYFMV$7,764,577TotalAssetsEOYFMVAmt
Accounts Payable BOY$1,039AccountsPayableBOYAmt
Total Liabilities BOY$1,039TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$1,920,666CapitalStockBOYAmt
Capital Stock EOY$1,960,833CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,920,666TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,960,833TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,921,705TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,960,833TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,920,666TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$50,640ExcessRevenueOverExpensesAmt
Other Increases$1,000OtherIncreasesAmt
Subtotal$1,972,306SubtotalAmt
Other Decreases$11,473OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,960,833TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$136,854$65,897$70,957$70,957
CAPITAL GAINS DIVIDENDSP$23,670$23,670$23,670
FieldValueIRS element (for citing)
Capital Gain Net Income$94,627CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,933InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,933SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,933TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,080EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$3,080TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$853TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateIAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressNONEWebsiteAddressTxt
Individual With BooksKENNETH K KINSEYIndividualWithBooksNm
Phone3196218954PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line138 POST ROADAddressLine1Txt
CityIOWA CITYCityNm
State AbbreviationIAStateAbbreviationCd
ZIP52245ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As ExcYes (1)TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KENNETH K KINSEY
38 POST ROADIOWA CITYIA52245PRESIDENT, TREAS., & DIRECTOR1.00$0$0$0
JEANETTE A KINSEY
38 POST ROADIOWA CITYIA52245SECRETARY & DIRECTOR1.00$0$0$0
ELIZABETH J HAWLEY
38 POST ROADIOWA CITYIA52245DIRECTOR1.00$599$0$0
KRISTOFER K KINSEY
38 POST ROADIOWA CITYIA52245DIRECTOR1.00$599$0$0
JAMES HAWLEY
38 POST ROADIOWA CITYIA52245DIRECTOR1.00$599$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$7,358,344AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$55,965AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$7,414,309TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$7,414,309AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$111,215CashDeemedCharitableAmt
Net Vl Noncharitable Assets$7,303,094NetVlNoncharitableAssetsAmt
Minimum Investment Return$365,155MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$365,155MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,933TaxBasedOnInvestmentIncomeAmt
Total Tax$3,933TotalTaxAmt
Distributable Before Adj$361,222DistributableBeforeAdjAmt
Recoveries Qualfied Distri$1,300RecoveriesQualfiedDistriAmt
Distributable Before Ded$362,522DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$362,522DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$331,666ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$331,666QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$362,522DistributableAsAdjustedAmt
Undistributed Income PY$326,624UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$331,666QualifyingDistributionsAmt
Applied To Year1$326,624AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$5,042AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$357,480UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerKENNETH K KINSEYContributingManagerNm
Contributing ManagerJEANETTE A KINSEYContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (116 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ABBE CENTER FOR COMMUNITY MENTAL HEALTH
940 OLD MARION RD NECEDAR RAPIDSIA52402NONEPCGENERAL OPERATING FUND$2,000
AFRICA YOUTH NOW FOUNDATION
4300 FAWN HILL CT SECEDAR RAPIDSIA52403NONEPCGENERAL OPERATING FUND$2,000
ALZHEIMER'S ASSOCIATION - EAST CENTRAL IOWA
1526 SYCAMORE STIOWA CITYIA52240NONEPCGENERAL OPERATING FUND$2,000
AMERICAN SENIORS GOLF ASSOCIATION FOUNDATION
PO BOX 100MARSTONENC28803NONEPCGENERAL OPERATING FUND$4,000
ATHLETES IN ACTION
651 TAYLOR DRXENIAMA02648NONEPCGENERAL OPERATING FUND$300
BIG BROTHERS BIG SISTERS OF JOHNSON COUNTY
3109 OLD HWY 218 SOUTHIOWA CITYIA52246NONEPCGENERAL OPERATING FUND$1,000
BOYS & GIRLS CLUB OF THE CORRIDOR
420 6TH ST SE SUITE 240CEDAR RAPIDSIA52401NONEPCGENERAL OPERATING FUND$2,000
CAMP COURAGEOUS
12007 190TH STREETMONTICELLOIA52310NONEPCGENERAL OPERATING FUND$1,500
CEDAR RAPIDS MUSEUM OF ART
410 THIRD AVE SECEDAR RAPIDSIA52401NONEPCGENERAL OPERATING FUND$1,200
CEDAR RAPIDS PUBLIC LIBRARY FOUNDATION
450 5TH AVE SECEDAR RAPIDSIA52401NONEPCGENERAL OPERATING FUND$1,200
CEDAR RAPIDS SCOTTISH RITE
616 A AVE NECEDAR RAPIDSIA52401NONEPFGENERAL OPERATING FUND$500
CITY OF LITERATURE USA
123 S LINN STIOWA CITYIA52240NONEPCGENERAL OPERATING FUND$1,000
COMMUNITY CRISIS SERVICES AND FOOD BANK
1121 S GILBERT CTIOWA CITYIA52240NONEPCGENERAL OPERATING FUND$2,500
COMMUNITY DEVELOPMENT ALTERNATIVE
PO BOX 72PRAIRIE DU CHIENWI53821NONEPCGENERAL OPERATING FUND$300
COMMUNITY FOUNDATION OF JOHNSON COUNTY
501 12TH AVENUE STE 102CORALVILLEIA52241NONEPCGENERAL OPERATING FUND$15,500
COOLIDGE CORNER THEATRE FOUNDATION
290 HARVARD STBROOKLINEMA02446NONEPCGENERAL OPERATING FUND$1,500
CORALVILLE COMMUNITY FOOD PANTRY
804 13TH AVECORALVILLEIA52241NONEPCGENERAL OPERATING FUND$1,500
COVENANT TEACHING FELLOWSHIP
4918 ROOSEVELT STHOLLYWOODFL33021NONEPCGENERAL OPERATING FUND$15,000
CSPS HALL INC
1103 3RD ST SECEDAR RAPIDSIA52401NONEPCGENERAL OPERATING FUND$2,500
DOMESTIC VIOLENCE INTERVENTION PROGRAM
1105 SOUTH GILBERT COURT STE 300IOWA CITYIA52240NONEPCCAPITAL CAMPAIGN$5,000
DONALD ROSS SOCIETY FOUNDATION
PO BOX 722CONCORDMA01742NONEPCGENERAL OPERATING FUND$2,100
EL KAHIR SHRINE
PO BOX 38HIAWATHAIA52233NONENCMEDICAL TRANSPORTATION FUND$500
ELLIPSIS
918 E 11TH STDES MOINESIA50309NONEPCGENERAL OPERATING FUND$1,000
EVANS SCHOLARS FOUNDATION
2501 PATRIOT BOULEVARDGLENVIEWIL60026NONEPCGENERAL OPERATING FUND$2,500
FARAJA FUND FOUNDATION
1509 WAUKEGAN RD 1171GLENVIEWIL60025NONEPCGENERAL OPERATING FUND$1,500
FEED MY STARVING CHILDREN
401 93RD AVE NWCOON RAPIDSMN55433NONEPCGENERAL OPERATING FUND$1,500
FERRYVILLE VILLAGE
PO BOX 236FERRYVILLEWI54628NONEGOVFERRYVILLE VISION AND PROMOTION$300
FILM SCENE
118 E COLLEGE STIOWA CITYIA52240NONEPCGENERAL OPERATING FUND$1,200
FIRST CONGREGATIONAL CHURCH
500 8TH AVE SEMINNEAPOLISMN55414NONEPCGENERAL OPERATING FUND$1,200
FIRST PRESBYTERIAN CHURCH
2701 ROCHESTER AVEIOWA CITYIA52245NONEPCGENERAL OPERATING FUND$2,000
FIRST TEE OF NAPLES COLLIER
801 ANCHOR RODE DR STE 203CNAPLESFL34103NONEPCGENERAL OPERATING FUND$6,000
FOLDS OF HONOR FOUNDATION
5800 N PATRIOT DROWASSOOK74055NONEPCGENERAL OPERATING FUND$1,500
FOUR OAKS
5400 KIRKWOOD BLVD SWCEDAR RAPIDSIA52404NONEPCGENERAL OPERATING FUND$2,500
FREE MEDICAL AND DENTAL CLINIC
2440 TOWNCREST DRIOWA CITYIA52240NONEPCGENERAL OPERATING FUND$3,000
FRIENDS OF IOWA PBS FOUNDATION
PO BOX 6400JOHNSTONIA50131NONEPCGENERAL OPERATING FUND$1,000
FRIENDS OF THE ANIMAL CENTER FOUNDATION
PO BOX 1345IOWA CITYIA52244NONEPCGENERAL OPERATING FUND$1,000
GIVE FOUNDATION
3184 HWY 22RIVERSIDEIA52327NONEPCGENERAL OPERATING FUND$2,000
GREATER CEDAR RAPIDS COMMUNITY FOUNDATION
324 3RD ST SECEDAR RAPIDSIA52401NONEPCGENERAL OPERATING FUND$8,000
HITCHCOCK WOODS FOUNDATION
PO BOX 1702AIKENSC29802NONEPCGENERAL OPERATING FUND$1,000
HOOVER PRESIDENTIAL FOUNDATION
PO BOX 696WEST BRANCHIA52358NONEPCGENERAL OPERATING FUND$3,900
HOOVER PRESIDENTIAL LIBRARY
PO BOX 696WEST BRANCHIA52358NONEPCUSA ENDOWMENT$2,000
HOPE LODGE
1 OAKDALE BLVDCORALVILLEIA52241NONEPCGENERAL OPERATING FUND$2,000
HOSPICE OF THE VALLEY
1510 E FLOWER STPHOENIXAZ85014NONEPCGENERAL OPERATING FUND$500
HOUSES INTO HOMES
PO BOX 1393IOWA CITYIA52244NONEPCGENERAL OPERATING FUND$1,000
I CAN READ
1826 BROWN DEER CVCORALVILLEIA522411169NONEPCSIGHT WORDS ACTIVITIES SUPPORT$1,000
ICCSB FOUNDATION
1725 N DODGE STIOWA CITYIA52245NONEPCGENERAL OPERATING FUND$7,000
IJAG
1111 9TH ST SUITE 268DES MOINESIA50314NONEPCGENERAL OPERATING FUND$1,000
IOWA CITY COMMUNITY SCHOOL DISTRICT
1725 N DOGDE STIOWA CITYIA52245NONEGOVHEALTHY KIDS SCHOOL BASED CLINIC$5,000
IOWA CITY FREE LUNCH PROGRAM
1105 GILBERT CTIOWA CITYIA52240NONEPCGENERAL OPERATING FUND$1,000
IOWA CITY PUBLIC LIBRARY FOUNDATION
123 S LINN STIOWA CITYIA52240NONEPCGENERAL OPERATING FUND$1,500
IOWA ENVIRONMENTAL COUNCIL
505 FIFTH AVE STE 850DES MOINESIA50309NONEPCGENERAL OPERATING FUND$2,000
IOWA GOLF ASSOCIATION FOUNDATION
8050 GOLF HOUSE DRDES MOINESIA50211NONEPCHERMAN SANI SCHOLARSHIP$2,500
IOWA GOLF ASSOCIATION FOUNDATION
8050 GOLF HOUSE DRDES MOINESIA50211NONEPCGENERAL OPERATING FUND$2,000
IOWA PUBLIC RADIO
2111 GRAND AVEDES MOINESIA50312NONEPCGENERAL OPERATING FUND$1,000
IOWA VALLEY HABITAT FOR HUMANITY
2401 SCOTT BLVD SEIOWA CITYIA52241NONEPCGENERAL OPERATING FUND$1,000
IOWA WOMEN'S FOUNDATION
2201 GRANTVIEW DR STE 200CORALVILLEIA52241NONEPCGENERAL OPERATING FUND$1,000
JOHNSON COUNTY HISTORICAL SOCIETY
200 E 9TH ST STE 101CORALVILLEIA52241NONEPCGENERAL OPERATING FUND$1,000
JUNIOR ACHIEVEMENT OF EASTERN IOWA
324 3RD AVE SE STE 200CEDAR RAPIDSIA52401NONEPCGENERAL OPERATING FUND$500
KIRKWOOD COMMUNITY COLLEGE FOUNDATION
6301 KIRKWOOD BLVD SWCEDAR RAPIDSIA52406NONEPCGENERAL OPERATING FUND$5,000
LINN COUNTY HISTORICAL MUSEUM AND GENEALOGY LIBRARY
307 PARK STPLEASANTONKS66075NONEPCGENERAL OPERATING FUND$1,000
LITERACY VOLUNTEERS OF COLLIER COUNTY
8833 TAMIAMI TRAIL ENAPLESFL34113NONEPCGENERAL OPERATING FUND$2,000
MAKE A WISH FOUNDATION OF MINNEAPOLIS
1919 UNIVERSITY AVE WEST SUITE 415SAINT PAULMN55104NONEPCGENERAL OPERATING FUND$600
MEALS ON WHEELS
2210 9TH ST STE 1CORALVILLEIA52241NONEPCGENERAL OPERATING FUND$2,000
MERCY MEDICAL CENTER FOUNDATION
701 10TH STREET SECEDAR RAPIDSIA52403NONEPCGENERAL OPERATING FUND$6,000
MISSOURI MILITARY ACADEMY
204 N GRAND STMEXICOMO65265NONEPCGENERAL OPERATING FUND$1,500
MOUNT MERCY UNIVERSITY FOUNDATION
1330 ELMHURST DR NECEDAR RAPIDSIA52402NONEPCGENERAL OPERATING FUND$3,000
NATIONAL CZECH & SLOVAK MUSEUM AND LIBRARY
1400 INSPIRATION PLACE SWCEDAR RAPIDSIA52404NONEPCGENERAL OPERATING FUND$500
NATIONAL TRUST FOR HISTORIC PRESERVATION
PO BOX 5043HAGERSTOWNMD21741NONEPCGENERAL OPERATING FUND$500
NEIGHBORHOOD CENTERS OF JOHNSON COUNTY
PO BOX 2491IOWA CITYIA52244NONEPCGENERAL OPERATING FUND$1,000
NEIGHBORHOOD HOUSE
179 EAST ROBIE STREET ESAINT PAULMN55107NONEPCGENERAL OPERATING FUND$1,500
NORTH LIBERTY COMMUNITY FOOD PANTRY
89 N JONES BLVDNORTH LIBERTYIA52317NONEPCGENERAL OPERATING FUND$1,200
OAKNOLL FOUNDATION
1 OAKNOLL COURTIOWA CITYIA52246NONEPCGENERAL OPERATING FUND$5,000
ORCHESTRA IOWA
119 THIRD AVENUE SECEDAR RAPIDSIA52401NONEPCGENERAL OPERATING FUND$500
PATHWAYS OF IOWA CITY
817 PEPPERWOOD LANEIOWA CITYIA52240NONEPCGENERAL OPERATING FUND$1,000
PENNIES WITH PURPOSE
PO BOX 11NORTH LIBERTYIA52317NONEPCGENERAL OPERATING FUND$500
PROSPECT MEADOWS SPORTS
1850 PROSPECT DRIVEMARIONIA52302NONEPCGENERAL OPERATING FUND$3,000
RIVERSIDE THEATRE
119 E COLLEGE STREETIOWA CITYIA52240NONEPCGENERAL OPERATING FUND$6,000
RONALD MCDONALD HOUSE
730 HAWKINS DRIOWA CITYIA52246NONEPCGENERAL OPERATING FUND$5,000
ROTARY DISTRICT 6000 HEF INC
PO BOX 5774CORALVILLEIA52241NONEPCKERBER - HEART SAFE$5,000
ROTARY DISTRICT 6000 HEF INC
PO BOX 5774CORALVILLEIA52241NONEPCIOWA M.O.S.T. (MILES OF SMILES TEAM)$10,000
ROTARY DISTRICT 6000 HEF INC
PO BOX 5774CORALVILLEIA52241NONEPCRYLE SCHOLARSHIP$4,000
ROTARY DISTRICT 6000 HEF INC
PO BOX 5774CORALVILLEIA52241NONEPCCOMMUNITY FOOD BANK$1,000
ROTARY DISTRICT 6000 HEF INC
PO BOX 5774CORALVILLEIA52241NONEPCWHEEL CLUB$500
ROTARY DISTRICT 6000 HEF INC
PO BOX 5774CORALVILLEIA52241NONEPCCLUBFOOT$2,000
SALVATION ARMY
1116 E GILBERT COURTIOWA CITYIA52240NONEPCGENERAL OPERATING FUND$2,000
SHELTER HOUSE
429 SOUTHGATE AVEIOWA CITYIA52240NONEPCGENERAL OPERATING FUND$3,500
SOUTHERN FLORIDA PGA FOUNDATION
140 GATHERING PLACE LANEIOWA CITYIA52246NONEPCGENERAL OPERATING FUND$1,500
ST MARY'S CATHOLIC CHURCH
PO BOX 80OXFORDIA52322NONEPCGENERAL OPERATING FUND$1,000
SUMMER OF THE ARTS
319 E 1ST STIOWA CITYIA52240NONEPCGENERAL OPERATING FUND$2,000
SYSTEMS UNLIMITED
2533 SCOTT BLVD SEIOWA CITYIA52240NONEPCGENERAL OPERATING FUND$1,000
TEXAS 4000 FOR CANCER
503 W 15TH STREETAUSTINTX78701NONEPCGENERAL OPERATING FUND$1,000
THE BIRD HOUSE - HOSPICE HOME OF JOHNSON COUNTY
8 LIME KILN LN NEIOWA CITYIA52240NONEPCGENERAL OPERATING FUND$1,700
THE FOUNDERS SCHOLARSHIP FUND
707 GULF PARK DRIVENAPLESFL34108NONEPCGENERAL OPERATING FUND$1,000
THE HISTORY CENTER
800 2ND AVENUE SECEDAR RAPIDSIA52403NONEPCGENERAL OPERATING FUND$1,000
THE IOWA CHILDRENS MUSEUM
145 CORAL RIDGE AVECORALVILLEIA52241NONEPCGENERAL OPERATING FUND$3,000
THE READING CENTER - DYSLEXIA INSTITUTE OF MN
2010 SCOTT RD NWROCHESTERMN55901NONEPCGENERAL OPERATING FUND$600
THE ROTARY FOUNDATION
14280 COLLECTIONS CENTER DRIVECHICAGOIL60693NONEPCGENERAL OPERATING FUND$1,000
THEATER CEDAR RAPIDS
102 3RD STREET SECEDAR RAPIDSIA52401NONEPCGENERAL OPERATING FUND$1,200
TREES FOREVER
80 W 8TH AVEMARIONIA52302NONEPCGENERAL OPERATING FUND$1,000
UNITED WAY OF JOHNSON COUNTY
1150 5TH ST 290CORALVILLEIA52241NONEPCGENERAL OPERATING FUND$5,000
UNIVERSITY OF IOWA CENTER FOR ADVANCEMENT
PO BOX 4550IOWA CITYIA52244NONEPCELSIE FOERSTNER MEMORIAL$500
UNIVERSITY OF IOWA CENTER FOR ADVANCEMENT
PO BOX 4550IOWA CITYIA52244NONEPCJOHNSON COUNTY I-CLUB$600
UNIVERSITY OF IOWA CENTER FOR ADVANCEMENT
PO BOX 4550IOWA CITYIA52244NONEPCREACH PROGRAM$10,000
UNIVERSITY OF IOWA CENTER FOR ADVANCEMENT
PO BOX 4550IOWA CITYIA52244NONEPCCARE RESEARCH OF ALZHEIMER'S RELATIVE DEMENTIA$30,000
UNIVERSITY OF IOWA CENTER FOR ADVANCEMENT
PO BOX 4550IOWA CITYIA52244NONEPCWOMEN'S GOLF$5,000
UNIVERSITY OF IOWA CENTER FOR ADVANCEMENT
PO BOX 4550IOWA CITYIA52244NONEPCMEN'S GOLF$5,000
UNIVERSITY OF IOWA CENTER FOR ADVANCEMENT
PO BOX 4550IOWA CITYIA52244NONEPCLIBRARY SPECIAL COLLECTION, SCOTTISH HIGHLANDER ALUMNI FUND, AND COLLEGE OF EDUCATION$4,000
UNIVERSITY OF IOWA CENTER FOR ADVANCEMENT
PO BOX 4550IOWA CITYIA52244NONEPCSTANLY SUSTAINING FUND$3,000
UNIVERSITY OF IOWA CENTER FOR ADVANCEMENT
PO BOX 4550IOWA CITYIA52244NONEPCHANCHER$5,000
UNIVERSITY OF IOWA CENTER FOR ADVANCEMENT
PO BOX 4550IOWA CITYIA52244NONEPCHOLDEN COMPREHENSIVE CNTER$8,000
UNIVERSITY OF IOWA CENTER FOR ADVANCEMENT
PO BOX 4550IOWA CITYIA52244NONEPCOLD CAPITAL MUSUEM$1,000
UNIVERSITY OF IOWA CENTER FOR ADVANCEMENT
PO BOX 4550IOWA CITYIA52244NONEPCIC MORNING QBACK CLUB SCHOLARSHIP$2,000
VISITING NURSE ASSOCIATION
1524 SYCAMORE STIOWA CITYIA52240NONEPCGENERAL OPERATING FUND$2,000
WASHINGTON COUNTY HOSPITAL & CLINICS
400 E POLK STWASHINGTONIA52353NONEPCGENERAL OPERATING FUND$1,500
WEE ONE FOUNDATION
11855 ARCHER AVENUELEMONTIL60439NONEPCGENERAL OPERATING FUND$2,500
ZACH JOHNSON FOUNDATION
PO BOX 2336CEDAR RAPIDSIA52406NONEPCKIDS ON COURSE ENDOWMENT$12,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$328,600TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$94ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$193,488ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$94,627ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescREIMBURSEMENTDesc
Exclusion01ExclusionCd
Exclusion$300ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$288,509ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$288,509TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonKENNETH K KINSEYContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line138 POST ROADAddressLine1Txt
CityIOWA CITYCityNm
State AbbreviationIAStateAbbreviationCd
ZIP52245ZIPCd
FieldValueIRS element (for citing)
Total Contributions$104,670TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property250 SHARES OF LOCKHEED MARTIN CORP.NoncashPropertyDesc
Fair Market Value$104,670FairMarketValueAmt
Received2025-07-30ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$5,539Amt
Net Investment Income$2,770NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,769DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc
Amt$0Amt

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionPURSUANT 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, PRESIDENTElectionDesc

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (20 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
2000 AMEREN CORP$48,230$215,940
1000 AMPLIFY CYBERSECURTY ETF$23,271$99,350
1000 AMPLIFY JUNIOR SILVR ETF$16,659$30,910
2000 BRISTOL MYERS SQUIBB CO$47,352$114,360
1000 CALIFORNIA WATER SERVICE GROUP$19,356$45,100
11000 COEUR D ALENE MINES CORP$80,283$212,520
6016 ENBRIDGE INC$220,923$329,316
5981 EVERGY INC$224,899$490,681
875 EVERUS CONSTR GROUP INC$20,709$130,174
2000 FLEX LNG LTD SHS NEW$49,473$59,540
1500 GOLAR LNG LIMITED$35,646$74,625
500 KNIFE RIV HLDG CO$9,504$39,255
9400 LOCKHEED MARTIN CORP$503,971$4,986,230
3500 MDU RESOURCES GROUP INC.$24,311$73,780
1000 NEWMONT MINING CORP$49,105$109,810
21500 ORASURE TECHNOLOGIES INC$134,378$92,450
3000 OTTER TAIL CORP$69,106$259,980
1000 SHIP FINANCE INTERNATIONAL LIMITED$17,352$11,040
500 SOUTHWEST GAS CORP$10,154$43,105
6000 WEYERHAEUSER CO$180,436$147,060

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
1200 COHEN & STEERS INFRASTRUCTURE FUND INCAT COST$30,724$32,316
8000 ABRDN HEALTHCARE INVESTORSAT COST$137,876$159,920

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescFMV IN EXCESS OF COST BASIS OF CONTRIBUTED STOCKDesc
Amt$11,473Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MISCELLANEOUS$177$0$177
POSTAGE$120$0$120

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescREIMBURSEMENTDesc
Revenue And Expenses Per Books$300RevenueAndExpensesPerBooksAmt
Adjusted Net Income$300AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescPRIOR PERIOD ADJUSTMENT-VOIDED CHECKDesc
Amt$1,000Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAX PAID$3,825$0$0
FOREIGN TAX PAID$2,481$2,481$0

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