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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 06-01-2024 , and ending 05-31-2025
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$6,725,745
J 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) 93,520
2 Check right arrow.............
3 Interest on savings and temporary cash investments 190 190  
4 Dividends and interest from securities... 183,091 183,091  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 41,938
b Gross sales price for all assets on line 6a 173,360
7 Capital gain net income (from Part IV, line 2)... 41,938
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)....... 414 114  
12 Total. Add lines 1 through 11........ 319,153 225,333  
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)....... 5,355 2,678   2,677
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 6,063 3,589   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 60 0   60
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 13,275 6,267   2,737
25 Contributions, gifts, grants paid....... 289,500 289,500
26 Total expenses and disbursements. Add lines 24 and 25 302,775 6,267   292,237
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 16,378
b Net investment income (if negative, enter -0-) 219,066
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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......... 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)....... 1,747,299 Click to see attachment
List of Attached Documents:
// Content
1,757,817
6,577,775
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
147,970
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) 1,923,250 1,921,705 6,725,745
Liabilities 17 Accounts payable and accrued expenses..........   1,039
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 1,039
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........ 1,923,250 1,920,666
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)..... 1,923,250 1,920,666
30 Total liabilities and net assets/fund balances (see instructions). 1,923,250 1,921,705
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
1,923,250
2
Enter amount from Part I, line 27a .....................
2
16,378
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,939,628
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
18,962
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,920,666
Form 990-PF (2024)
Form 990-PF (2024)
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 93,529   74,558 18,971
b 55,201   56,864 -1,663
c 24,630     24,630
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       18,971
b       -1,663
c       24,630
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 41,938
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 3,045
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 3,045
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 3,045
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 2,360
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 2,360
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 9 685
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 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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 (2024)
Form 990-PF (2024)
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 (2024)
Form 990-PF (2024)
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
6,877,835
b
Average of monthly cash balances.......................
1b
57,360
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
6,935,195
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
6,935,195
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
104,028
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
6,831,167
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
341,558
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
341,558
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
3,045
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,045
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
338,513
4
Recoveries of amounts treated as qualifying distributions................
4
300
5
Add lines 3 and 4............................
5
338,813
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
338,813
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
292,237
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
292,237
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2023
(c)
2023
(d)
2024
1 Distributable amount for 2024 from Part X, line 7 338,813
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 280,048
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 292,237
a Applied to 2023, but not more than line 2a 280,048
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 2024 distributable amount..... 12,189
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 ..........
326,624
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 2019 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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

510 11TH ST NW
CEDAR RAPIDS,IA52405
NONE PC GENERAL OPERATING FUND 1,500

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

1526 SYCAMORE ST
IOWA CITY,IA52240
NONE PC GENERAL OPERATING FUND 2,000

ALZHEIMER'S ASSOCIATION - EAST CENTRAL IOWA

1526 SYCAMORE ST
IOWA CITY,IA52240
NONE PC GENERAL OPERATING FUND 1,000

AMERICAN CANCER SOCIETY

750 HAWKINS DR
IOWA CITY,IA52246
NONE PC IOWA CITY HOPE LODGE SUPPORT 2,000

AMERICAN SENIORS GOLF ASSOCIATION FOUNDATION

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

BIG BROTHERS BIG SISTERS OF JOHNSON COUNTY

3109 OLD HWY 218 SOUTH
IOWA CITY,IA52246
NONE PC GENERAL OPERATING FUND 1,000

BOYS & GIRLS CLUB OF THE CORRIDER

420 6TH ST SE SUITE 240
CEDAR RAPIDS,IA52401
NONE PC GENERAL OPERATING FUND 2,500

CAMP COURAGEOUS

12007 190TH STREET
MONTICELLO,IA52310
NONE PC GENERAL OPERATING FUND 1,500

CAMP COURAGEOUS

12007 190TH STREET
MONTICELLO,IA52310
NONE PC GENERAL OPERATING FUND 500

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

CHILDSERVE FOUNDATION INC

2350 OAKDALE BLVD
CORALVILLE,IA52241
NONE PC MUSIC THERAPY 5,000

CITY OF LITERATURE USA

123 S LINN ST
IOWA CITY,IA52240
NONE PC GENERAL OPERATING FUND 1,000

COMMUNITY CRISIS SERVICES AND FOOD BANK

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

COMMUNITY DEVELOPMENT ALTERNATIVE

PO BOX 72
PRAIRIE DU CHIEN,WI53821
NONE PC GENERAL OPERATING FUND 300

COMMUNITY FOUNDATION OF JOHNSON COUNTY

501 12TH AVENUE STE 102
CORALVILLE,IA52241
NONE PC ROTARY - KERBER HEART SALE FUND 10,000

COMMUNITY FOUNDATION OF JOHNSON COUNTY

501 12TH AVENUE STE 102
CORALVILLE,IA52241
NONE PC HEALTHY KIDS: SCHOOL-BASED HEALTH CLINICS 5,000

COOLIDGE CORNER THEATRE FOUNDATION

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

CORALVILLE COMMUNITY FOOD PANTRY

804 13TH AVE
CORALVILLE,IA52241
NONE PC GENERAL OPERATING FUND 1,500

COVENANT TEACHING FELLOWSHIP

4918 ROOSEVELT ST
HOLLYWOOD,FL33021
NONE PC GENERAL OPERATING FUND 5,000

CSPS HALL INC

1103 3RD ST SE
CEDAR RAPIDS,IA52401
NONE PC GENERAL OPERATING FUND 2,500

DOMESTIC VIOLENCE INTERVENTION PROGRAM

1105 SOUTH GILBERT COURT STE 300
IOWA CITY,IA52240
NONE PC CAPITAL CAMPAIGN 5,000

DONALD ROSS SOCIETY FOUNDATION

PO BOX 722
CONCORD,MA01742
NONE PC GENERAL OPERATING FUND 2,100

DOUBLE H RANCH

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

EL KAHIR SHRINE

PO BOX 38
HIAWATHA,IA52233
NONE PC GENERAL OPERATING FUND 500

ELLIPSIS

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

ESSENCE OF LIFE HOSPICE

PO BOX 333
AMANA,IA52203
NONE PF GENERAL OPERATING FUND 300

EVANS SCHOLARS FOUNDATION

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

FARAJA FUND FOUNDATION

1509 WAUKEGAN RD 1171
GLENVIEW,IL60025
NONE PC GENERAL OPERATING FUND 1,500

FEED MY STARVING CHILDREN

401 93RD AVE NW
COON RAPIDS,MN55433
NONE PC GENERAL OPERATING FUND 1,500

FERRYVILLE VILLAGE

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

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 FOUNDATION

5800 N PATRIOT DR
OWASSO,OK74055
NONE PC GENERAL OPERATING FUND 1,200

FOUR OAKS

5400 KIRKWOOD BLVD SW
CEDAR RAPIDS,IA52404
NONE PC GENERAL OPERATING FUND 1,500

FREE MEDICAL AND DENTAL CLINIC

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

FRIENDS OF IOWA PBS FOUNDATION

PO BOX 6400
JOHNSTON,IA50131
NONE PC GENERAL OPERATING FUND 500

FRIENDS OF THE ANIMAL CENTER FOUNDATION

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

GUIDE DOGS FOR THE BLIND

PO BOX 151200
SAN RAFAEL,CA94915
NONE PC GENERAL OPERATING FUND 500

HITCHCOCK WOODS FOUNDATION

PO BOX 1702
AIKEN,SC29802
NONE PC GENERAL OPERATING FUND 300

HOLDEN COMPREHENSIVE CANCER CENTER

PO BOX 4550
IOWA CITY,IA52244
NONE PC GENERAL OPERATING FUND 5,000

HOOVER PRESIDENTIAL FOUNDATION

PO BOX 696
WEST BRANCH,IA52358
NONE PC GENERAL OPERATING FUND 3,000

HOOVER PRESIDENTIAL LIBRARY

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

I CAN READ

1826 BROWN DEER CV
CORALVILLE,IA522411169
NONE PC SIGHT WORDS ACTIVITIES SUPPORT 1,000

ICCSD FOUNDATION

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

ICCSD FOUNDATION

1725 NORTH DODGE ST
IOWA CITY,IA52245
NONE PC SCHOLARSHIPS 1,000

IJAG

1111 9TH ST SUITE 268
DES MOINES,IA50314
NONE PC GENERAL OPERATING FUND 1,000

IOWA CITY HOSPICE

1526 SYCAMORE ST
IOWA CITY,IA52240
NONE PC GENERAL OPERATING FUND 500

IOWA CITY MASONIC FOUNDATION

312 E COLLEGE ST
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 1,500

IOWA ENVIRONMENTAL COUNCIL

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

IOWA GOLF ASSOCIATION FOUNDATION

8050 GOLF HOUSE DR
DES MOINES,IA50211
NONE PC GENERAL OPERATING FUND 1,500

IOWA GOLF ASSOCIATION FOUNDATION

8050 GOLF HOUSE DR
DES MOINES,IA50211
NONE PC HERMAN SANI SCHOLARSHIP 2,500

IOWA GOLF ASSOCIATION FOUNDATION

8050 GOLF HOUSE DR
DES MOINES,IA50211
NONE PC GENERAL OPERATING FUND 3,000

IOWA PUBLIC RADIO

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

IOWA VALLEY HABITAT FOR HUMANITY

2401 SCOTT BLVD SE
IOWA CITY,IA52241
NONE PC GENERAL OPERATING FUND 800

IOWA WOMEN'S FOUNDATION

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

JOHNSON COUNTY HISTORICAL SOCIETY

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

JUNIOR ACHIEVEMENT OF EASTERN IOWA

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

KIRKWOOD COMMUNITY COLLEGE FOUNDATION

6301 KIRKWOOD BLVD SW
CEDAR RAPIDS,IA52406
NONE PC GENERAL OPERATING FUND 2,500

KIRKWOOD COMMUNITY COLLEGE FOUNDATION

6301 KIRKWOOD BLVD SW
CEDAR RAPIDS,IA52406
NONE PC JAY PETERSON WASHINGTON SCHOLARSHIP FUND 2,500

LINN COUNTY HISTORICAL MUSEUM AND GENEALOGY LIBRARY

307 PARK ST
PLEASANTON,KS66075
NONE PC GENERAL OPERATING FUND 1,000

LINN COUNTY HISTORICAL SOCIETY DBA THE HISTORY CENTER

8002NDAVENUESE
CEDAR RAPIDS,IA52403
NONE PC GENERAL OPERATING FUND 1,000

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 600

MEALS ON WHEELS

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

MERCY MEDICAL CENTER FOUNDATION

701 10TH STREET SE
CEDAR RAPIDS,IA52403
NONE PC TRAINING DEMENTIA CARE GIVING 5,000

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 2,000

NATIONAL CZECH & SLOVAK MUSEUM AND LIBRARY

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

NATIONAL TRUST FOR HISTORIC PRESERVATION

PO BOX 5043
HAGERSTOWN,MD21741
NONE PC GENERAL OPERATING FUND 500

NEIGHBORHOOD CENTERS OF JOHNSON COUNTY

PO BOX 2491
IOWA CITY,IA52244
NONE PC GENERAL OPERATING FUND 900

NEIGHBORHOOD HOUSE

179 EAST ROBIE STREET E
SAINT PAUL,MN55107
NONE PC GENERAL OPERATING FUND 1,500

OAKNOLL FOUNDATION

1 OAKNOLL COURT
IOWA CITY,IA52246
NONE PC GENERAL OPERATING FUND 4,000

OAKNOLL FOUNDATION

1 OAKNOLL COURT
IOWA CITY,IA52246
NONE PC MEMORY CARE "THE LOFT" 1,000

OAKNOLL FOUNDATION

1 OAKNOLL COURT
IOWA CITY,IA52246
NONE PC SCHOLARSHIPS 1,000

ORCHESTRA IOWA

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

PATHWAYS OF IOWA CITY

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

RIVERSIDE THEATRE

119 E COLLEGE STREET
IOWA CITY,IA52240
NONE PC EDUCATION AND SHAKESPEARE SUPPORT 6,000

RONALD MCDONALD HOUSE

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

ROTARY DISTRICT 6000 HEF INC

PO BOX 5774
CORALVILLE,IA52241
NONE PC ROTARY YOUTH LEADERSHIP AWARDS SUPPORT 2,000

ROTARY DISTRICT 6000 HEF INC

PO BOX 5774
CORALVILLE,IA52241
NONE PC DISASTER RELIEF 1,000

ROTARY DISTRICT 6000 HEF INC

PO BOX 5774
CORALVILLE,IA52241
NONE PC IOWA M.O.S.T. (MILES OF SMILES TEAM) 10,000

ROTARY DISTRICT 6000 HEF INC

PO BOX 5774
CORALVILLE,IA52241
NONE PC RYLE SCHOLARSHIP 1,500

ROTARY DISTRICT 6000 HEF INC

PO BOX 5774
CORALVILLE,IA52241
NONE PC COMMUNITY FOOD BANK 1,000

ROTARY DISTRICT 6000 HEF INC

PO BOX 5774
CORALVILLE,IA52241
NONE PC WHEEL CLUB 500

ROTARY DISTRICT 6000 HEF INC

PO BOX 5774
CORALVILLE,IA52241
NONE PC CLUBFOOT 1,500

SAFETY VILLAGE

PO BOX 5551
CORALVILLE,IA52241
NONE PC GENERAL OPERATING FUND 500

SCOTTISH RITE FOUNDATION

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

SCOTTISH RITE FOUNDATION

616 A AVE NE
CEDAR RAPIDS,IA52401
NONE PC LIBRARY AND MUSEUM 500

SHELTER HOUSE COMMUNITY

429 SOUTHGATE AVE
IOWA CITY,IA52240
NONE PC GENERAL OPERATING FUND 1,500

SHELTER HOUSE COMMUNITY

429 SOUTHGATE AVE
IOWA CITY,IA52240
NONE PC GENERAL OPERATING FUND 3,500

SOUTHERN FLORIDA PGA FOUNDATION

9393 VANDERBILT BEACH RD
NAPLES,FL34120
NONE PC GENERAL OPERATING FUND 1,200

ST ANDREWS CHURCH

140 GATHERING PLACE LN
IOWA CITY,IA52246
NONE PC GENERAL OPERATING FUND 500

ST MARY'S 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

THE BIRD HOUSE - HOSPICE HOME OF JOHNSON COUNTY

8 LIME KILN LN NE
IOWA CITY,IA52240
NONE PC GENERAL OPERATING FUND 1,500

THE FIRST TEE OF CENTRAL IOWA

8050 GOLF HOUSE DR
NORWALK,IA50211
NONE PC GENERAL OPERATING FUND 1,500

THE FIRST TEE OF CONNECTICUT

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

THE FIRST TEE OF NAPLES

801 ANCHOR RODE DR STE 203C
NAPLES,FL34103
NONE PC SCHOLARSHIPS AND 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

145 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 600

THE ROTARY FOUNDATION

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

THE SALVATION ARMY OF JOHNSON COUNTY

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

THE SWARM COLLECTIVE

PO BOX 777
NORTH LIBERTY,IA52317
NONE PC SUPPORT FOR MEN'S AND WOMEN'S GOLF PROGRAMS 6,000

THEATER 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 1,000

UNITED WAY OF JOHNSON COUNTY

1150 5TH ST 290
CORALVILLE,IA52241
NONE PC GENERAL OPERATING FUND 4,500

UNIVERSITY OF IOWA CENTER FOR ADVANCEMENT

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

UNIVERSITY OF IOWA CENTER FOR ADVANCEMENT

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

UNIVERSITY OF IOWA CENTER FOR ADVANCEMENT

PO BOX 4550
IOWA CITY,IA52244
NONE PC JOHNSON COUNTY I CLUB SUPPORT 500

UNIVERSITY OF IOWA CENTER FOR ADVANCEMENT

PO BOX 4550
IOWA CITY,IA52244
NONE PC HANCHER 5,000

UNIVERSITY OF IOWA CENTER FOR ADVANCEMENT

PO BOX 4550
IOWA CITY,IA52244
NONE PC LIBRARY SPECIAL COLLECTION, SCOTTISH HIGHLANDER ALUMNI FUND, AND COLLEGE OF EDUCATION 4,000

UNIVERSITY OF IOWA CENTER FOR ADVANCEMENT

PO BOX 4550
IOWA CITY,IA52244
NONE PC MULTIDISCIPLINARY PATHWAY TO RECUITMENT 2,000

UNIVERSITY OF IOWA CENTER FOR ADVANCEMENT

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

UNIVERSITY OF IOWA CENTER FOR ADVANCEMENT

PO BOX 4550
IOWA CITY,IA52244
NONE PC STANLEY SUSTAINING FUND 1,000

UNIVERSITY OF IOWA CENTER FOR ADVANCEMENT

PO BOX 4550
IOWA CITY,IA52244
NONE PC CARE RESEARCH OF ALZHEIMER'S RELATIVE DEMENTIA 30,000

UNIVERSITY OF IOWA CENTER FOR ADVANCEMENT

PO BOX 4550
IOWA CITY,IA52244
NONE PC UNIVERSITY OF IOWA STEAD FAMILY CHILDREN'S HOSPITAL SUPPORT 500

UNIVERSITY OF IOWA CENTER FOR ADVANCEMENT

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

VISITING NURSE ASSOCIATION

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

WASHINGTON COUNTY HOSPITAL & CLINICS

400 E POLK ST
WASHINGTON,IA52353
NONE PC GENERAL OPERATING FUND 1,500

ZACH JOHNSON FOUNDATION

PO BOX 2336
CEDAR RAPIDS,IA52406
NONE PC KIDS ON COURSE ENDOWMENT 10,000
Total .................................right arrow 3a 289,500
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 ...........
    14 190  
4 Dividends and interest from securities ....     14 183,091  
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 .....     14 114  
8 Gain or (loss) from sales of assets other than
inventory ............
    18 41,938  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aREIMBURSEMENT
    01 300  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 225,633 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
225,633
(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 (2024)
Form 990-PF (2024)
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?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow
PTIN
Firm's name Right Arrow
Firm's EIN Right Arrow
Firm's address Right Arrow


Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
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
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
THE KENNETH K KINSEY FAMILY FOUNDATION
 
Employer identification number
36-4154135
Part I
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

$ 93,520


(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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 $ 93,520 2024-06-03
(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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.) $  
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) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 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 5,355 2,678   2,677

TY 2024 AllOthProgRltdInvestmentsSch
Name:
THE KENNETH K KINSEY FAMILY FOUNDATION
EIN:
36-4154135
Category Amount
NONE 0

TY 2024 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 2024 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 48,230 193,760
1000 AMPLIFY CYBERSECURTY ETF 23,271 81,840
1000 AMPLIFY JUNIOR SILVR ETF 16,659 13,060
2000 BRISTOL MYERS SQUIBB CO 47,352 96,560
1000 CALIFORNIA WATER SERVICE GROUP 19,356 47,250
11000 COEUR D ALENE MINES CORP 80,283 88,880
6016 ENBRIDGE INC 220,923 279,624
5981 EVERGY INC 224,899 397,198
875 EVERUS CONSTR GROUP INC 20,709 50,671
2000 FLEX LNG LTD SHS NEW 49,473 47,800
1500 GOLAR LNG LIMITED 35,646 61,740
500 KNIFE RIV HLDG CO 9,504 47,050
9400 LOCKHEED MARTIN CORP 421,382 4,534,372
3500 MDU RESOURCES GROUP INC. 24,311 60,165
1000 NEWMONT MINING CORP 49,105 52,720
23500 ORASURE TECHNOLOGIES INC 154,221 67,680
3000 OTTER TAIL CORP 69,106 231,540
1000 SHIP FINANCE INTERNATIONAL LIMITED 17,352 8,580
500 SOUTHWEST GAS CORP 10,154 35,915
7000 WEYERHAEUSER CO 215,881 181,370

TY 2024 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
1000 COHEN & STEERS INFRASTRUCTURE FUND INC AT COST 26,012 26,210
8000 ABRDN HEALTHCARE INVESTORS AT COST 137,876 121,760

TY 2024 OtherDecreasesSchedule
Name:
THE KENNETH K KINSEY FAMILY FOUNDATION
EIN:
36-4154135
Description Amount
FMV IN EXCESS OF COST BASIS OF CONTRIBUTED STOCK 18,962


TY 2024 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
POSTAGE 54 0   54
BANK FEES 6 0   6


TY 2024 OtherIncomeSchedule2
Name:
THE KENNETH K KINSEY FAMILY FOUNDATION
EIN:
36-4154135
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
SECURITIES LITIGATION SETTLEMENT 114 114 114
REIMBURSEMENT 300   300


TY 2024 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 2,474 0   0
FOREIGN TAX PAID 3,589 3,589   0