THE MACKEY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- THE MACKEY FOUNDATION (EIN 38-3134945)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-06-26
- IRS object ID
- 202631779349100103
- Schema version
- 2025v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-26T06:47:04-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 382706146 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YEO & YEO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4468 Oak Bridge Drive | AddressLine1Txt |
| City | Flint | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48532 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383134945 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Mackey Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MACK | BusinessNameControlTxt |
| Phone | 8109531380 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3181 Tri Park Drive | AddressLine1Txt |
| City | Grand Blanc | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48439 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Robert Mackey | PersonNm |
| Person Title | Secrectary/Treasurer | PersonTitleTxt |
| Phone | 8109531380 | PhoneNum |
| Signature | 2026-06-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Rebecca Millsap | PreparerPersonNm |
| PTIN | P01080174 | PTIN |
| Phone | 8107323000 | PhoneNum |
| Preparation | 2026-06-21 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,154,325 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,616,961 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,089 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,089 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $203,326 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $203,326 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $629,721 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $864,081 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $629,721 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,454,097 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $837,136 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,410 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,410 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $31,197 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $31,197 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $18,175 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,263 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $441 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $84 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $357 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $52,223 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $34,954 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $357 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $902,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $902,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $954,223 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $34,954 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $902,357 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,499,874 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $802,182 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $112,910 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $271,312 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $271,312 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $6,755,500 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,688,301 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,883,013 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,868,410 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,959,613 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,154,325 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $6,868,410 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $7,959,613 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,868,410 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,959,613 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,868,410 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,959,613 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,868,410 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,499,874 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,368,284 | SubtotalAmt |
| Other Decreases | $408,671 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,959,613 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| DFA Invt Dimensions Group | $72,791 | $32,907 | $39,884 | $39,884 | |
| DFA Invt Dimensions Group | $20,000 | $4,694 | $15,306 | $15,306 | |
| PIMCO FDS PAC | $43,535 | $47,012 | -$3,477 | -$3,477 | |
| Victory Portfolios | $222,548 | $149,747 | $72,801 | $72,801 | |
| Capital Gains Dividends | $505,207 | $505,207 | $505,207 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $629,721 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,150 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,150 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,150 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,600 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $550 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $11,150 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Robert Mackey | IndividualWithBooksNm |
| Phone | 8109531380 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3181 Tri-Park Drive | AddressLine1Txt |
| City | Grand Blanc | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48439 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Marilyn Johnson | ||||||||
| 3181 Tri-Park Dr | Grand Blanc | MI | 48439 | Director | 1.00 | $0 | $0 | $0 |
| Gary Romeyn | ||||||||
| 3181 Tri-Park Dr | Grand Blanc | MI | 48439 | Trustee | 1.00 | $0 | $0 | $0 |
| Robert Mackey | ||||||||
| 3181 Tri-Park Dr | Grand Blanc | MI | 48439 | Secretary/Treasurer | 1.00 | $0 | $0 | $0 |
| Shelley Payne | ||||||||
| 3181 Tri Park Drive | Grand Blac | MI | 48439 | President | 1.00 | $0 | $0 | $0 |
| Karen Mackey | ||||||||
| 3181 Tri Park Dr | Grand Blanc | MI | 48439 | Trustee | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,975,000 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $127,000 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,102,000 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,102,000 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $151,530 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,950,470 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $497,524 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $497,524 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,150 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,150 | TotalTaxAmt |
| Distributable Before Adj | $486,374 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $486,374 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $486,374 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $902,357 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $902,357 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $486,374 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $536,470 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $530,422 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $494,874 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,561,766 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $902,357 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $486,374 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $415,983 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,977,749 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,977,749 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $536,470 | ExcessFromYear3Amt |
| Excess From Year2 | $530,422 | ExcessFromYear2Amt |
| Excess From Year1 | $494,874 | ExcessFromYear1Amt |
| Excess From Current Year | $415,983 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Robert Mackey | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Boys & Girls Club | |||||||
| 3701 N Averill Ave | Flint | MI | 48506 | None | PC | Enrichment of the arts & education | $165,000 |
| Carriage Town Ministries | |||||||
| 605 Garland St | Flint | MI | 48503 | None | PC | Program Services | $88,000 |
| Catholic Relief Services | |||||||
| 901 Chippewa Street | Flint | MI | 48503 | None | PC | General Fund | $22,000 |
| Christnet | |||||||
| 25275 Eureka Road | Taylor | MI | 48180 | None | PC | Program Services | $11,000 |
| Cocoon | |||||||
| PO Box 1165 | Bowling Green | OH | 43402 | None | PC | Woman's shelter | $22,000 |
| Community Foundation | |||||||
| 500 Saginaw St Ste 200 | Flint | MI | 48502 | None | PC | General Fund | $11,000 |
| Compassionate Heart Ministry | |||||||
| 404 Centerstone Ct | Zeeland | MI | 49464 | None | PC | Help individuals with disabilities | $38,500 |
| Crossover Downtown Outreach Ministry | |||||||
| 414 W Court St | Flint | MI | 48503 | None | PC | Program Services | $22,000 |
| Ducks Unlimited | |||||||
| 7322 Newman Blvd Building 2 | Dexter | MI | 48130 | None | PC | Program Services | $12,000 |
| ECHO | |||||||
| 525 Michael St | Manistee | MI | 49660 | None | PC | Program Services | $27,500 |
| Fenton Center of Hope | |||||||
| 10401 Fenton Rd | Fenton | MI | 48430 | None | PC | Program Services | $11,000 |
| Flint Children's Museum | |||||||
| 1602 University Ave | Flint | MI | 48504 | None | PC | Enrichment of the arts & education | $110,000 |
| Flint Eastide Mission | |||||||
| 1917 Delware Ave | Flint | MI | 48506 | None | PC | General Fund | $66,000 |
| Flint Institute of Music | |||||||
| 1025 E Kearsley St | Flint | MI | 48503 | None | PC | Program Services | $30,000 |
| Food Bank of Eastern MI | |||||||
| 2300 Lapeer Rd | Flint | MI | 48503 | None | PC | General Fund | $38,500 |
| Goodwill | |||||||
| 4340 Miller Rd | Flint | MI | 48507 | None | PC | General Fund | $22,000 |
| Motherly Intercession | |||||||
| 3010 S Dye Rd | Flint | MI | 48507 | None | PC | Program Services | $88,000 |
| My Brother's Keeper | |||||||
| 101 N Grand Traverse St | Flint | MI | 48503 | None | PC | Food/shelter/outreach for homeless | $44,000 |
| Resilience | |||||||
| 411 Butternut Drive | Holland | MI | 49424 | None | PC | Reduce and prevent domestic violence | $5,500 |
| Shelter of Flint | |||||||
| 924 Cedar St | Flint | MI | 48503 | None | PC | Program Services | $35,000 |
| Young Life of Genesee County | |||||||
| G-5083 Miller Rd c | Flint | MI | 48507 | None | PC | Program Services | $33,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $902,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,089 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $203,326 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $629,721 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $837,136 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $837,136 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Robert Mackey | ||||||
| 1 | 3181 Tri-Park | Grand Blanc | MI | 48439 | $580,000 | Yes (X) |
| Bruce Mackey Irrevocable Trust FBO Margaret | ||||||
| 2 | 3181 Tri-Park | Grand Blanc | MI | 48439 | $1,036,961 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting | CategoryTxt |
| Amt | $2,410 | Amt |
| Net Investment Income | $2,410 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Huntington Bank | AT COST | $2,495,575 | $4,313,319 |
| Vanguard Mutual Funds | AT COST | $5,192,726 | $6,569,694 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Adjustment | $2,583 |
| Built-in-Gain Adjustment | $406,088 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bank charges | $84 | $84 | $0 |
| Office Expenses | $357 | $0 | $357 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Huntington Agency Fees | CategoryTxt |
| Amt | $31,197 | Amt |
| Net Investment Income | $31,197 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Huntington - Foreign Taxes | $1,263 | $1,263 | $0 |
| Federal Taxes | $16,912 | $0 | $0 |