Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 06-01-2023 , and ending 05-31-2024
Name of foundation
THE KENNETH K KINSEY FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)38 POST RD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
IOWA CITY, IA52245
A Employer identification number

36-4154135
B Telephone number (see instructions)

(319) 621-8954
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$6,423,246J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 89,934
2 Check right arrow.............
3 Interest on savings and temporary cash investments 753 753  
4 Dividends and interest from securities... 172,995 172,995  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -12,494
b Gross sales price for all assets on line 6a 179,816
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 251,188 173,748  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 1,797 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,774 1,887   1,887
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
6,359 3,974   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
60 0   60
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 11,990 5,861   1,947
25 Contributions, gifts, grants paid....... 333,580 333,580
26 Total expenses and disbursements. Add lines 24 and 25 345,570 5,861   335,527
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -94,382
b Net investment income (if negative, enter -0-) 167,887
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 4,067 12,063 12,063
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,850,191 Click to see attachment
List of Attached Documents:
// Content
1,747,299 		6,254,983
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 163,888 Click to see attachment
List of Attached Documents:
// Content
163,888 		156,200
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,018,146 1,923,250 6,423,246
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 2,018,146 1,923,250
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 2,018,146 1,923,250
30 Total liabilities and net assets/fund balances (see instructions). 2,018,146 1,923,250
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,018,146
2
Enter amount from Part I, line 27a .....................
2
-94,382
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,923,764
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
514
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,923,250
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES D    
b PUBLICLY TRADED SECURITIES P    
c CAPITAL GAINS DIVIDENDS P    
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 90,212   89,420 792
b 69,954   102,890 -32,936
c 19,650     19,650
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       792
b       -32,936
c       19,650
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -12,494
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 2,334
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 2,334
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,334
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 2,280
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,280
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 54
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowIA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowNONE
14
The books are in care ofright arrowKENNETH K KINSEY Telephone no.right arrow (319) 621-8954

Located atright arrow38 POST ROADIOWA CITYIA ZIP+4right arrow52245
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
Yes
 
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
Yes
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
KENNETH K KINSEY PRESIDENT, TREAS., & DIRECTOR
1.00 		0 0 0
38 POST ROAD
IOWA CITY,IA52245
JEANETTE A KINSEY SECRETARY & DIRECTOR
1.00 		0 0 0
38 POST ROAD
IOWA CITY,IA52245
ELIZABETH J HAWLEY DIRECTOR
1.00 		599 0 0
38 POST ROAD
IOWA CITY,IA52245
KRISTOFER K KINSEY DIRECTOR
1.00 		599 0 0
38 POST ROAD
IOWA CITY,IA52245
JAMES HAWLEY DIRECTOR
1.00 		599 0 0
38 POST ROAD
IOWA CITY,IA52245
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 NONE 0
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 NONE 0
2  
All other program-related investments. See instructions.
3 Click to see attachment
List of Attached Documents:
// Content
0
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
6,159,969
b
Average of monthly cash balances.......................
1b
76,797
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
6,236,766
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
6,236,766
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
93,551
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
6,143,215
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
307,161
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
307,161
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
2,334
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,334
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
304,827
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
304,827
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
304,827
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
335,527
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
335,527
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 304,827
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 310,748
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 335,527
a Applied to 2022, but not more than line 2a 310,748
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		Click to see attachment
List of Attached Documents:
// Content
0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 24,779
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		280,048
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
KENNETH K KINSEY
JEANETTE A KINSEY
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ABBE CENTER FOR COMMUNITY MENTAL HEALTH

1039 ARTHUR ST
IOWA CITY,IA52240 		NONE PC GENERAL OPERATING FUND 2,000

AFRICA YOUTH NOW FOUNDATION

4300 FAWN HILL CT SE
CEDAR RAPIDS,IA52403 		NONE PC GENERAL OPERATING FUND 1,500

ALZHEIMER'S ASSOCIATION EAST CENTRAL IOWA

317 SEVENTH AVENUE SE STE 402
CEDAR RAPIDS,IA52401 		NONE PC GENERAL OPERATING FUND 2,000

AMERICAN CANCER SOCIETY HOPE LODGE

750 HAWKINS DR
IOWA CITY,IA52246 		NONE PC GENERAL OPERATING FUND 1,800

AMERICAN SENIORS GOLF ASSN

PO BOX 100
MARSTONS MILLS,MA02648 		NONE PC GENERAL OPERATING FUND 4,000

ATHLETES IN ACTION - CRU MINISTRIES

3741 LACINA DR SW
IOWA CITY,IA52240 		NONE PC GENERAL OPERATING FUND 700

BIG BROTHERS BIG SISTERS OF JOHNSON COUNTY

3109 OLD HWY 218 SOUTH
IOWA CITY,IA52240 		NONE PC GENERAL OPERATING FUND 1,000

BOYS & GIRLS CLUB OF THE CORRIDER

420 6TH ST SE
CEDAR RAPIDS,IA52401 		NONE PC GENERAL OPERATING FUND 5,000

CAMP COURAGEOUS

12007 190TH STREET
MONTICELLO,IA52310 		NONE PC GENERAL OPERATING FUND 2,000

CEDAR RAPIDS MUSEUM OF ART

410 THIRD AVE SE
CEDAR RAPIDS,IA52401 		NONE PC GENERAL OPERATING FUND 1,000

CEDAR RAPIDS PUBLIC LIBRARY FOUNDATION

450 5TH AVE SE
CEDAR RAPIDS,IA52401 		NONE PC GENERAL OPERATING FUND 1,200

CITY OF LITERATURE USA

123 S LINN ST
IOWA CITY,IA52240 		NONE PC GENERAL OPERATING FUND 1,500

COMMUNITY CRISIS SERVICES & FOOD BANK

1121 GILBERT CT
IOWA CITY,IA52240 		NONE PC GENERAL OPERATING FUND 2,500

COMMUNITY DEVELOPMENT ALTERNATIVES FOR KIDS

315 EAST CEDAR ST
PRAIRIE DU CHIEN,WI53821 		NONE PC GENERAL OPERATING FUND 300

COMMUNITY FOUNDATION OF JOHNSON COUNTY

501 12TH AVENUE SUITE 102
CORALVILLE,IA52241 		NONE PC GENERAL OPERATING FUND 5,000

COMMUNITY FOUNDATION OF JOHNSON COUNTY

501 12TH AVENUE SUITE 102
CORALVILLE,IA52241 		NONE PC ROTARY HEART SAFE FUND 5,000

COMMUNITY FOUNDATION OF JOHNSON COUNTY

501 12TH AVENUE SUITE 102
CORALVILLE,IA52241 		NONE PC HONOR OF PETE WALLACE 5,000

COOLIDGE CORNER THEATRE FOUNDATION

290 HARVARD ST
BROOKLINE,MA02446 		NONE PC GENERAL OPERATING FUND 1,500

CORALVILLE COMMUNITY FOOD PANTRY

1002 5TH ST
CORALVILLE,IA52241 		NONE PC GENERAL OPERATING FUND 1,500

DOMESTIC VIOLENCE INTERVENTION PROGRAM

1105 SOUTH GILBERT COURT STE 300
IOWA CITY,IA52240 		NONE PC GENERAL OPERATING FUND 5,000

DONALD ROSS SOCIETY FOUNDATION

66 HILLSBORO DRIVE
WEST HARTFORD,CT06107 		NONE PC GENERAL OPERATING FUND 1,000

DOUBLE H RANCH

97 HIDDEN VALLEY ROAD
LAKE LUZERNE,NY12846 		NONE PC GENERAL OPERATING FUND 1,000

EL KAHIR SHRINE

905 TOWER TERRACE RD
HIAWATHA,IA52233 		NONE PC GENERAL OPERATING FUND 500

ELLIPSIS

918 E 11TH ST
DES MOINES,IA50309 		NONE PC GENERAL OPERATING FUND 1,000

EVANS SCHOLARS FOUNDATION

2501 PATRIOT BOULEVARD
GLENVIEW,IL60026 		NONE PC GENERAL OPERATING FUND 2,500

FARAJA FUND FOUNDATION

8919 PARK RD STE 249
CHARLOTTE,NC28210 		NONE PC GENERAL OPERATING FUND 4,500

FEED MY STARVING CHILDREN

18732 LAKESIDE DR E
CHANHASSEN,MN55317 		NONE PC GENERAL OPERATING FUND 1,500

FERRYVILLE VILLAGE

PO BOX 236
FERRYVILLE,WI54628 		NONE GOV FERRYVILLE VISION AND PROMOTION 300

FILM SCENE

404 E COLLEGE ST
IOWA CITY,IA52240 		NONE PC GENERAL OPERATING FUND 1,000

FIRST CONGREGATIONAL CHURCH

500 8TH AVE SE
MINNEAPOLIS,MN55414 		NONE PC GENERAL OPERATING FUND 1,200

FIRST PRESBYTERIAN CHURCH

2701 ROCHESTER AVE
IOWA CITY,IA52245 		NONE PC GENERAL OPERATING FUND 2,000

FOLDS OF HONOR FND

5800 N PATRIOT DR
OWASSO,OK74055 		NONE PC GENERAL OPERATING FUND 1,000

FOUR OAKS

5400 KIRKWOOD BLVD SW
CEDAR RAPIDS,IA52404 		NONE PC GENERAL OPERATING FUND 2,000

FREE MEDICAL AND DENTAL CLINIC

2440 TOWNCREST DR
IOWA CITY,IA52240 		NONE PC GENERAL OPERATING FUND 2,000

FRIENDS OF IOWA PBS FOUNDATION

6535 CORPORATE DRIVE PO BOX 6400
JOHNSTON,IA501316400 		NONE PC GENERAL OPERATING FUND 500

FRIENDS OF THE ANIMAL CENTER

PO BOX 1345
IOWA CITY,IA52244 		NONE PC GENERAL OPERATING FUND 1,000

GIVE FOUNDATION

3184 HWY 22
RIVERSIDE,IA52327 		NONE PC GENERAL OPERATING FUND 2,000

GREATER CEDAR RAPIDS COMMUNITY FOUNDATION

324 3RD ST SE
CEDAR RAPIDS,IA52401 		NONE PC GENERAL OPERATING FUND 3,000

GREATER CEDAR RAPIDS COMMUNITY FOUNDATION

324 3RD ST SE
CEDAR RAPIDS,IA52401 		NONE PC WASHINGTON HIGH SCHOOL FUND 2,500

HAVEN HOUSING

1803 BRYANT AVENUE NORTH
MINNEAPOLIS,MN55411 		NONE PC GENERAL OPERATING FUND 2,500

HERBERT HOOVER PRESIDENTIAL LIBRARY

PO BOX 696
WEST BRANCH,IA52358 		NONE PC GENERAL OPERATING FUND 5,080

HERBERT HOOVER PRESIDENTIAL LIBRARY

PO BOX 696
WEST BRANCH,IA52358 		NONE PC USA ENDOWMENT 2,000

HITCHCOCK WOODS FOUNDATION

POBOX 1702
AIKEN,SC29802 		NONE PC GENERAL OPERATING FUND 300

HOLDEN COMPREHENSIVE CANCER CENTER

PO BOX 4550
IOWA CITY,IA52244 		NONE PC GENERAL OPERATING FUND 4,000

HOOVER PRESIDENTIAL FOUNDATION

PO BOX 695
WEST BRANCH,IA52357 		NONE PC GENERAL OPERATING FUND 400

HOSPICE SUPPORT FOUNDATION

7755 3RD STREET NORTH 200
OAKDALE,MN55128 		NONE PC GENERAL OPERATING FUND 400

I CAN READ

1826 BROWN DEER COVE
CORALVILLE,IA52241 		NONE PC SIGHT WORD ACTIVITIES 1,000

ICCSD FOUNDATION

1725 N DODGE
IOWA CITY,IA52245 		NONE PC GENERAL OPERATING FUND 6,000

IJAG

1111 9TH ST SUITE 268
DES MOINES,IA50314 		NONE PC GENERAL OPERATING FUND 1,500

IMMANUEL LUTHERAN CHURCH

7973 WI-57
BAILEYS HARBOR,WI54202 		NONE PC GENERAL OPERATING FUND 500

IOWA CITY HOSPICE

1526 SYCAMORE ST
IOWA CITY,IA52245 		NONE PC GENERAL OPERATING FUND 700

IOWA CITY MASONIC FOUNDATION

312 E COLLEGE ST 300
IOWA CITY,IA52240 		NONE PC GENERAL OPERATING FUND 1,000

IOWA CITY PUBLIC LIBRARY FOUNDATION

123 S LINN ST
IOWA CITY,IA52240 		NONE PC GENERAL OPERATING FUND 1,200

IOWA ENVIRONMENTAL COUNCIL

505 FIFTH AVE SUITE 850
DES MOINES,IA50309 		NONE PC GENERAL OPERATING FUND 2,500

IOWA GOLF ASSOCIATION FOUNDATION

1605 N ANKENY BLVD STE 210
ANKENY,IA50023 		NONE PC GENERAL OPERATING FUND 26,500

IOWA GOLF ASSOCIATION FOUNDATION

1605 N ANKENY BLVD STE 210
ANKENY,IA50023 		NONE PC HERMAN SANI SCHOLARSHIP FUND 2,500

IOWA PUBLIC RADIO

2111 GRAND AVE STE 100
DES MOINES,IA50312 		NONE PC GENERAL OPERATING FUND 500

IOWA VALLEY HABITAT FOR HUMANITY

2401 SCOTT BLVD SE
IOWA CITY,IA52240 		NONE PC GENERAL OPERATING FUND 1,000

IOWA WOMEN'S FOUNDATION

2201 GRANTVIEW DR SUITE 200
CORALVILLE,IA52241 		NONE PC GENERAL OPERATING FUND 800

JOHNSON COUNTY HISTORICAL SOCIETY

200 E 9TH ST SUITE 101
CORALVILLE,IA52241 		NONE PC GENERAL OPERATING FUND 1,000

JUNIOR ACHIEVEMENT OF EASTERN IOWA

324 3RD ST SE 200
CEDAR RAPIDS,IA52401 		NONE PC GENERAL OPERATING FUND 500

KIRKWOOD COMMUNITY COLLEGE FOUNDATION

6301 KIRKWOOD BLVD SW
CEDAR RAPIDS,IA52404 		NONE PC GENERAL OPERATING FUND 3,000

LINN COUNTY HISTORICAL MUSEUM

PO BOX 137
PLEASANTON,KS66075 		NONE PC GENERAL OPERATING FUND 500

LITERACY VOLUNTEERS OF COLLIER COUNTY

8833 TAMIAMI TRAIL E
NAPLES,FL34113 		NONE PC GENERAL OPERATING FUND 1,500

MAKE A WISH FOUNDATION OF MINNEAPOLIS

1919 UNIVERSITY AVE WEST SUITE 415
SAINT PAUL,MN55104 		NONE PC GENERAL OPERATING FUND 500

MEALS ON WHEELS

2210 9TH ST SUITE 1
CORALVILLE,IA52241 		NONE PC GENERAL OPERATING FUND 2,000

MERCY MEDICAL CENTER FOUNDATION

701 10TH STREET SE
CEDAR RAPIDS,IA52403 		NONE PC SUPPORT FOR TRAINING DEMENTIA CAREGIVING 5,000

MIKE'S DOG PARK MEMORIAL FUND

1624 URBANA AVE
DELTONA,FL32725 		NONE NC GENERAL OPERATING FUND 300

MISSOURI MILITARY ACADEMY

204 N GRAND ST
MEXICO,MO65265 		NONE PC GENERAL OPERATING FUND 1,200

MOUNT MERCY UNIVERSITY FOUNDATION

1330 ELMHURST DR NE
CEDAR RAPIDS,IA52402 		NONE PC GENERAL OPERATING FUND 8,000

NATIONAL CZECH & SLOVAK MUSEUM AND LIBRARY

1400 INSPIRATION PLACE SW
CEDAR RAPIDS,IA52404 		NONE PC GENERAL OPERATING FUND 500

NATIONAL TRUST FOR HISTORIC PRESERVATION

2600 VIRGINIA AVE NW SUITE 1100
WASHINGTON,DC20037 		NONE PC GENERAL OPERATING FUND 500

NEIGHBORHOOD CENTERS OF JOHNSON COUNTY

PO BOX 2491
IOWA CITY,IA52244 		NONE PC GENERAL OPERATING FUND 800

NEIGHBORHOOD HOUSE

179 EAST ROBIE STREET
SAINT PAUL,MN55407 		NONE PC GENERAL OPERATING FUND 2,500

OAKNOLL FOUNDATION

1 OAKNOLL COURT
IOWA CITY,IA52246 		NONE PC GENERAL OPERATING FUND 3,000

ORCHESTRA IOWA

119 THIRD AVENUE SE
CEDAR RAPIDS,IA52401 		NONE PC GENERAL OPERATING FUND 500

PATHWAYS IOWA CITY

817 PEPPERWOOD LANE
IOWA CITY,IA52240 		NONE PC GENERAL OPERATING FUND 1,000

RIVERSIDE THEATRE

308 E BURLINGTON ST SUITE 304
IOWA CITY,IA52240 		NONE PC GENERAL OPERATING FUND 6,500

RONALD MCDONALD HOUSE

730 HAWKINS DR
IOWA CITY,IA52246 		NONE PC GENERAL OPERATING FUND 5,000

ROTARY DISTRICT 6000 IOWA

PO BOX 122
PELLA,IA50219 		NONE PC IOWA M.O.S.T. 10,000

ROTARY DISTRICT 6000 IOWA

PO BOX 122
PELLA,IA50219 		NONE PC WHEEL CLUB 500

ROTARY DISTRICT 6000 IOWA

PO BOX 122
PELLA,IA50219 		NONE PC CLUB FOOT SUPPORT 1,500

ROTARY DISTRICT 6000 IOWA

PO BOX 122
PELLA,IA50219 		NONE PC COMMUNITY CIRSIS CENTER FOOD BANK 1,000

ROTARY DISTRICT 6000 IOWA

PO BOX 122
PELLA,IA50219 		NONE PC RYLE SCHOLARSHIP 1,500

SCOTTISH RITE FOUNDATION

616 A AVE NE
CEDAR RAPIDS,IA52401 		NONE PC GENERAL OPERATING FUND 500

SHELTER HOUSE COMMUNITY

429 SOUTHGATE AVE
IOWA CITY,IA52240 		NONE PC GENERAL OPERATING FUND 6,000

SOUTH FLORIDA PGA FOUNDATION

9393 VANDERBILT BEACH RD
NAPLES,FL34120 		NONE PC GENERAL OPERATING FUND 1,000

ST MARYS CATHOLIC CHURCH

PO BOX 80
OXFORD,IA52322 		NONE PC GENERAL OPERATING FUND 1,000

SUMMER OF THE ARTS

319 E 1ST ST
IOWA CITY,IA52240 		NONE PC GENERAL OPERATING FUND 2,000

TABLE TO TABLE

840 S CAPITOL ST
IOWA CITY,IA52240 		NONE PC GENERAL OPERATING FUND 3,000

TEXAS 4000 FOR CANCER

1111 W 24TH STREET
AUSTIN,TX78705 		NONE PC GENERAL OPERATING FUND 1,000

THE BIRD HOUSE - HOSPICE HOME OF JOHNSON COUNTY

8 LIME KILN LN NE
IOWA CITY,IA52240 		NONE PC GENERAL OPERATING FUND 1,200

THE ENGLERT THEATRE

221 E WASHINGTON ST
IOWA CITY,IA52240 		NONE PC GENERAL OPERATING FUND 2,000

THE FIRST TEE OF CENTRAL IOWA

15920 HICKMAN RD SUITE 400
CLIVE,IA50325 		NONE PC GENERAL OPERATING FUND 1,200

THE FIRST TEE OF CONNECTICUT

55 GOLF CLUB RD
CROMWELL,CT06416 		NONE PC GENERAL OPERATING FUND 1,000

THE FIRST TEE OF NAPLES

1370 CREEKSIDE BLVD
NAPLES,FL34108 		NONE PC CAPITAL CAMPAIGN 6,000

THE FOUNDERS SCHOLARSHIP FUND

707 GULF PARK DRIVE
NAPLES,FL34108 		NONE PC GENERAL OPERATING FUND 1,500

THE IOWA CHILDRENS MUSEUM

1451 CORAL RIDGE AVE
CORALVILLE,IA52241 		NONE PC GENERAL OPERATING FUND 2,500

THE READING CENTER - DYSLEXIA INSTITUTE OF MN

2010 SCOTT RD NW
ROCHESTER,MN55901 		NONE PC GENERAL OPERATING FUND 500

THE ROTARY FOUNDATION

14280 COLLECTIONS CENTER DRIVE
CHICAGO,IL60693 		NONE PC GENERAL OPERATING FUND 1,000

THE SALVATION ARMY IOWA CITY CORP

1116 E GILBERT COURT
IOWA CITY,IA52240 		NONE PC GENERAL OPERATING FUND 1,500

THE SWARM COLLECTIVE INC

5674 SHADDELEE LANE W
FORT MEYERS,FL33919 		NONE PC GENERAL OPERATING FUND 10,000

THEATRE CEDAR RAPIDS

102 3RD STREET SE
CEDAR RAPIDS,IA52401 		NONE PC GENERAL OPERATING FUND 1,000

TREES FOREVER

80 W 8TH AVE
MARION,IA52302 		NONE PC GENERAL OPERATING FUND 1,500

UNITED WAY OF JOHNSON COUNTY

1150 5TH ST 290
CORALVILLE,IA52241 		NONE PC GENERAL OPERATING FUND 4,000

UNIV OF IOWA CENTER FOR ADVANCEMENT

PO BOX 4550
IOWA CITY,IA52244 		NONE PC IOWA MEN'S GOLF 2,000

UNIV OF IOWA CENTER FOR ADVANCEMENT

PO BOX 4550
IOWA CITY,IA52244 		NONE PC BASEBALL CAPITAL FUND 10,000

UNIV OF IOWA CENTER FOR ADVANCEMENT

PO BOX 4550
IOWA CITY,IA52244 		NONE PC IOWA CITY MONDAY MORNING QBACK SCHOLARSHIP 1,500

UNIV OF IOWA CENTER FOR ADVANCEMENT

PO BOX 4550
IOWA CITY,IA52244 		NONE PC UI REACH PROGRAM 10,000

UNIV OF IOWA CENTER FOR ADVANCEMENT

PO BOX 4550
IOWA CITY,IA52244 		NONE PC OLD CAPITAL MUSEUM DEVELOPMENT 500

UNIV OF IOWA CENTER FOR ADVANCEMENT

PO BOX 4550
IOWA CITY,IA52244 		NONE PC GENERAL OPERATING FUND 14,000

UNIV OF IOWA CENTER FOR ADVANCEMENT

PO BOX 4550
IOWA CITY,IA52244 		NONE PC JOHNSON CO. I CLUB 500

UNIV OF IOWA CENTER FOR ADVANCEMENT

PO BOX 4550
IOWA CITY,IA52244 		NONE PC IOWA BASKETBALL GOLF TOURNAMENT 1,500

UNIV OF IOWA CENTER FOR ADVANCEMENT

PO BOX 4550
IOWA CITY,IA52244 		NONE PC CASE RESEARCH OF ALZHEIMERS & RELATIVE DEMENTIA 30,000

UNIV OF IOWA CENTER FOR ADVANCEMENT

PO BOX 4550
IOWA CITY,IA52244 		NONE PC WRESTLING CAPITAL FUND 500

UNIV OF IOWA CENTER FOR ADVANCEMENT

PO BOX 4550
IOWA CITY,IA52244 		NONE PC EARLE AND LOURSE MURPHY ATHLETIC SCHOLARSHIP 1,000

UNIV OF IOWA CENTER FOR ADVANCEMENT

PO BOX 4550
IOWA CITY,IA52244 		NONE PC RICHARD HANSON MEMORIAL 500

VISITING NURSE ASSN

1524 SYCAMORE ST
IOWA CITY,IA52240 		NONE PC GENERAL OPERATING FUND 2,000

WASHINGTON COUNTY HOSPITAL AND CLINICS FOUNDATION

400 EAST POLK STREET
WASHINGTON,IA52353 		NONE PC GENERAL OPERATING FUND 1,500

ZACH JOHNSON FOUNDATION

PO BOX 2336
CEDAR RAPIDS,IA52406 		NONE PC GENERAL OPERATING FUND 10,000
Total .................................right arrow 3a 333,580
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 753  
4 Dividends and interest from securities ....     14 172,995  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 -12,494  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 161,254 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
161,254
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
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Form 990-PF (2023)
Additional Data


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Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
THE KENNETH K KINSEY FAMILY FOUNDATION
 
Employer identification number

36-4154135
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
THE KENNETH K KINSEY FAMILY FOUNDATION
  		Employer identification number
36-4154135
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
KENNETH K KINSEY
38 POST ROAD
 
IOWA CITY, IA52245

$ 89,934


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
THE KENNETH K KINSEY FAMILY FOUNDATION
  		Employer identification number

36-4154135
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 200 SHS OF LOCKHEED MARTIN STOCK $ 89,934 2023-06-01
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
THE KENNETH K KINSEY FAMILY FOUNDATION
  		Employer identification number

36-4154135
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
THE KENNETH K KINSEY FAMILY FOUNDATION
EIN:
36-4154135
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 3,774 1,887   1,887

TY 2023 AllOthProgRltdInvestmentsSch
Name:
THE KENNETH K KINSEY FAMILY FOUNDATION
EIN:
36-4154135
Category Amount
NONE 0

TY 2023 AppliedToPriorYearElection
Name:
THE KENNETH K KINSEY FAMILY FOUNDATION
EIN:
36-4154135
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

TY 2023 InvestmentsCorpStockSchedule
Name:
THE KENNETH K KINSEY FAMILY FOUNDATION
EIN:
36-4154135
Name of Stock End of Year Book Value End of Year Fair Market Value
2000 AMEREN CORP 48,230 146,740
2000 BRISTOL MYERS SQUIBB CO 47,352 82,180
1000 CALIFORNIA WATER SERVICE GROUP 19,356 49,890
13000 COEUR D ALENE MINES CORP 110,515 74,750
6016 ENBRIDGE INC 220,923 220,065
1000 ETF MANAGERS TRUST (HACK) 23,271 59,790
5981 EVERGY INC 224,899 326,921
1000 FACTORSHARES TRUST (SILJ) 16,659 12,540
1500 GOLAR LNG LIMITED 35,646 39,435
875 KNIFE RIV HLDG CO 19,804 61,871
9400 LOCKHEED MARTIN CORP 421,382 4,421,196
3500 MDU RESOURCES GROUP INC. 45,021 88,340
1000 NEWMONT MINING CORP 49,105 41,940
20000 ORASURE TECHNOLOGIES INC 152,643 94,600
3000 OTTER TAIL CORP 69,106 271,410
1000 SHIP FINANCE INTERNATIONAL LIMITED 17,352 14,310
500 SOUTHWEST GAS CORP 10,154 38,795
7000 WEYERHAEUSER CO 215,881 210,210

TY 2023 InvestmentsOtherSchedule2
Name:
THE KENNETH K KINSEY FAMILY FOUNDATION
EIN:
36-4154135
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
8000 TEKLA HEALTHCARE AT COST 137,876 132,480
1000 COHEN & STEERS INFRASTRUCTURE FUND INC AT COST 26,012 23,720

TY 2023 OtherDecreasesSchedule
Name:
THE KENNETH K KINSEY FAMILY FOUNDATION
EIN:
36-4154135
Description Amount
FMV IN EXCESS OF COST BASIS OF CONTRIBUTED STOCK 514


TY 2023 OtherExpensesSchedule
Name:
THE KENNETH K KINSEY FAMILY FOUNDATION
EIN:
36-4154135
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MISCELLANEOUS 60 0   60


TY 2023 TaxesSchedule
Name:
THE KENNETH K KINSEY FAMILY FOUNDATION
EIN:
36-4154135
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAX PAID 2,385 0   0
FOREIGN TAX PAID 3,974 3,974   0