DORIS K HOBSON FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- DORIS K HOBSON FAMILY FOUNDATION (EIN 65-6285127)
- Tax period
- 2011-09-01 to 2012-08-31
- Filed
- 2013-01-09
- IRS object ID
- 201340099349100304
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-01-09T12:06:20-06:00 | Timestamp |
| Tax Period End Date | 2012-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420714325 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 S DUBUQUE ST | AddressLine1 |
| City | IOWA CITY | City |
| State | IA | State |
| ZIP Code | 522404077 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 656285127 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DORIS K HOBSON FAMILY FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | C/O DUNWODY WHITE & LANDON PA | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | DORI | NameControl |
| Phone | 9412635885 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4001 TAMIAMI TRAIL NORTH NO 200 | AddressLine1 |
| City | NAPLES | City |
| State | FL | State |
| ZIP Code | 34103 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DORIS K HOBSON | Name |
| Title | TRUSTEE | Title |
| Phone | 9412635885 | Phone |
| Date Signed | 2013-01-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ANDY SWANSON | Name |
| PTIN | P00705970 | PTIN |
| Phone | 3193541500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2051906 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 87614 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 24156 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 24156 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 84934 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 84934 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -104 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 261271 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 196600 | TotalRevenueAndExpenses |
| Total Net Investment Income | 109090 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 3770 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1885 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1885 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 4137 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 93 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 216 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 8123 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1978 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1885 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 95720 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 95720 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 103843 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1978 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 97605 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 92757 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 107112 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 17907 | CashBOY |
| Cash EOY | 25054 | CashEOY |
| Cash EOYFMV | 25054 | CashEOYFMV |
| Investments Corp Stock BOY | 1808330 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1893940 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2026852 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 1826237 | TotalAssetsBOY |
| Total Assets EOY | 1918994 | TotalAssetsEOY |
| Total Assets EOYFMV | 2051906 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 1826237 | CapitalStockBOY |
| Capital Stock EOY | 1918994 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 1826237 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1918994 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1826237 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1918994 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1826237 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 92757 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1918994 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1918994 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 260463 | 261375 | -912 | -912 |
| CAPITAL GAINS DIVIDENDS | P | 808 | 808 | 808 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -104 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 79220 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1946590 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.040697 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 73440 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1636787 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.044868 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 86078 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1406060 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.061219 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 79919 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1753363 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.045580 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 68605 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1690418 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.040585 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.232949 | TotalDistributionRatio |
| Average Distribution Ratio | 0.046590 | AverageDistributionRatio |
| Net Noncharitable Assets | 2002500 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 93296 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1071 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 94367 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 97605 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1071 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1071 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1071 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2040 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2040 | TotalCreditsAndPayments |
| Overpayment | 969 | Overpayment |
| Amount Credited To Next Year | 969 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | FL | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | NONE | WebsiteAddress |
| Books In Care Of Person Name | DORIS K HOBSON | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9415918592 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 81 SEAGATE DR 503 | AddressLine1 |
| City | NAPLES | City |
| State | FL | State |
| ZIP Code | 34103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| DORIS K HOBSON | ||||||||
| 81 SEAGATE DRIVE 503 | NAPLES | FL | 34103 | TRUSTEE | 0.50 | 0 | 0 | 0 |
| KENNETH K KINSEY | ||||||||
| 38 POST ROAD | IOWA CITY | IA | 52245 | TRUSTEE | 0.50 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1978061 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 54934 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2032995 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2032995 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 30495 | CashDeemedCharitable |
| Net Noncharitable Assets | 2002500 | NetNoncharitableAssets |
| Minimum Investment Return | 100125 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 100125 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1071 | TaxBasedOnInvestmentIncome |
| Total Tax | 1071 | TotalTax |
| Distributable Amount Before Adj | 99054 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 99054 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 99054 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 97605 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 97605 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1071 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 96534 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 99054 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 90894 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 97605 | QualifyingDistributions |
| Applied To Year1 | 90894 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 6711 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 92343 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DORIS K HOBSON | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (18 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AVOW HOSPICE | |||||||
| 1095 WHIPPOORWILL LANE | NAPLES | FL | 34105 | NONE | PUBLIC CHARITY | GENERAL OPERATING BUDGET | $7,000 |
| BARBARA'S FRIENDS CHILDREN'S HOSPITAL (LEE MEMORIAL HEALTH SYSTEM) | |||||||
| 9800 S HEALTH PARK DR SUITE 210 | FT MYERS | FL | 33908 | NONE | PUBLIC CHARITY | GENERAL OPERATING BUDGET | $25,000 |
| CIRCUMNAVIGATORS CLUB FOUNDATION | |||||||
| 24 EAST 39TH ST | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | GENERAL OPERATING BUDGET | $2,000 |
| CONSERVANCY OF SOUTHWEST FLORIDA | |||||||
| 1450 MERRIHUE DR | NAPLES | FL | 34102 | NONE | PUBLIC CHARITY | GENERAL OPERATING BUDGET | $2,000 |
| HERBERT HOOVER PRESIDENTIAL LIBRARY ASSOC | |||||||
| 302 PARKSIDE DR | WEST BRANCH | IA | 52358 | NONE | PUBLIC CHARITY | GENERAL OPERATING BUDGET | $3,000 |
| HOLDEN COMPREHENSIVE CANCER CENTER (U OF I HOSPITALS AND CLINICS) | |||||||
| PO BOX 4550 | IOWA CITY | IA | 52244 | NONE | PUBLIC CHARITY | GENERAL OPERATING BUDGET | $17,000 |
| MOUNT MERCY UNIVERSITY | |||||||
| 1330 ELMHURST DR NE | CEDAR RAPIDS | IA | 52402 | NONE | PUBLIC CHARITY | GENERAL OPERATING BUDGET | $1,000 |
| NAPLES BOTANICAL GARDEN | |||||||
| 4820 BAYSHORE DR | NAPLES | FL | 34112 | NONE | PUBLIC CHARITY | GENERAL OPERATING BUDGET | $2,000 |
| NAPLES EQUESTRIAN CHALLENGE | |||||||
| 206 RIDGE DR | NAPLES | FL | 34108 | NONE | PUBLIC CHARITY | GENERAL OPERATING BUDGET | $2,000 |
| NAPLES PHILHARMONIC CENTER FOR THE ARTS | |||||||
| 5833 PELICAN BAY BLVD | NAPLES | FL | 34108 | NONE | PUBLIC CHARITY | GENERAL OPERATING BUDGET | $3,050 |
| RONALD MCDONALD HOUSE | |||||||
| 730 HAWKINS DR | IOWA CITY | IA | 52246 | NONE | PUBLIC CHARITY | GENERAL OPERATING BUDGET | $10,000 |
| SHELTER FOR ABUSED WOMEN & CHILDREN | |||||||
| PO BOX 10102 | NAPLES | FL | 34101 | NONE | PUBLIC CHARITY | GENERAL OPERATING BUDGET | $15,545 |
| STEPHENS COLLEGE | |||||||
| 1200 E BROADWAY | COLUMBIA | MO | 65201 | NONE | PUBLIC CHARITY | GENERAL OPERATING BUDGET | $1,000 |
| UNITED STATES POWER SQUADRONS | |||||||
| 1504 BLUE RIDGE RD | RALEIGH | NC | 27607 | NONE | PUBLIC CHARITY | GENERAL OPERATING BUDGET | $2,000 |
| WGCU PUBLIC MEDIA (FLORIDA GULF COAST UNIVERSITY) | |||||||
| 10501 FGCU BLVD | FORT MEYERS | FL | 33965 | NONE | PUBLIC CHARITY | GENERAL OPERATING BUDGET | $100 |
| YOUTH HAVEN | |||||||
| 5867 WHITAKER RD | NAPLES | FL | 34112 | NONE | PUBLIC CHARITY | GENERAL OPERATING BUDGET | $2,000 |
| WOUNDED WARRIOR PROJECT | |||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | NONE | PUBLIC CHARITY | GENERAL OPERATING BUDGET | $25 |
| MARY'S MEALS USA | |||||||
| 590 BLOOMFIELD AVE UNIT 280 | BLOOMFIELD | NJ | 07003 | NONE | PUBLIC CHARITY | GENERAL OPERATING BUDGET | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 95720 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $24,156 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $84,934 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$104 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $108,986 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 108986 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | KERMIT KINSEY CHARITABLE LEAD UNIT | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BANK OF AMERICA 401 LOS OLAS BLVD | AddressLine1 |
| City | FORT LAUDERDALE | City |
| State | FL | State |
| ZIP Code | 34394 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 87614 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MCGLADREY LLP | Category |
| Amount | $3,770 | Amount |
| Net Investment Income | 1885 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1885 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (33 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 2000 SH ALLIANT ENERGY | 59165 | 88160 |
| 1000 SH AMERICAN STATES WTR CO | 21731 | 43580 |
| 1000 SH BRISTOL MYERS | 22984 | 33010 |
| 1000 SH LOCKHEED MARTIN | 42437 | 91140 |
| 2000 SH MDU RESOURCES GROUP | 18077 | 43100 |
| 1000 SH NEWMONT MINING CORP | 55708 | 50680 |
| 3600 SH ORASURE TECHNOLOGIES | 24231 | 34956 |
| 1000 SH SOUTHWEST GAS CORP | 18362 | 42750 |
| 1000 SH BARRICK GOLD CORP | 25944 | 38520 |
| 4000 SH PUBLIC STORAGE INC (PSAPRZ) | 94336 | 102880 |
| 1000 SH PETROLEUM & RESOURCES | 31896 | 25010 |
| 9000 SH GREAT PLAINS ENERGY | 189972 | 191880 |
| 1400 SH NFJ DIVID INT & PREM STRATEGY FD | 35818 | 24066 |
| 3000 SH PPLUS | 69650 | 75750 |
| 3000 SH SATURNS | 69465 | 67020 |
| 10000 SH WINDSTREAM CORP | 124712 | 98700 |
| 3000 SH COEUR D ALENE MINES CORP | 69437 | 68970 |
| 14000 SH FRONTIER COMMUNICATIONS CORP | 135906 | 64680 |
| 3000 SH XCEL ENERGY INC | 75000 | 78180 |
| 1000 SH AMEREN CORP | 22801 | 32720 |
| 1000 SH NEXTERA ENERGY CAPITAL | 25000 | 28270 |
| 1500 SH PUBLIC STORAGE (PSAPRO) DEPOSITARY | 37500 | 41805 |
| 1500 SH PLUM CREEK TIMBER CO INC | 56807 | 61395 |
| 4000 SH MARKET VECTORS | 98795 | 86720 |
| 3000 SH CENTURYLINK INC | 117485 | 126780 |
| 3000 SH H & Q HEALTHCARE INVESTORS | 41326 | 52590 |
| 2000 SH PUBLIC STORAGE (PSAPRP) | 50000 | 55860 |
| 2000 SH PUBLIC STORAGE (PSAPRQ) | 50000 | 57500 |
| 1500 SH PUBLIC STORAGE (PSAPRR) | 37500 | 41400 |
| 1000 SH TELEPHONE & DATA SYSTEMS INC | 25000 | 27160 |
| 2000 SH OTTER TAIL CORP | 46895 | 45280 |
| 3000 SH QWEST CORPORATION | 75000 | 80040 |
| 1000 SH PUBLIC STORAGE (PSAPRU) | 25000 | 26300 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Revenue And Expenses Per Books | 216 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAXES PAID | $93 | 93 | 0 |
| FEDERAL TAX | $4,044 | 0 | 0 |