KEGLEY FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: KEGLEY FAMILY FOUNDATION (EIN 82-5449374)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-02-21
IRS object ID: 202440529349100704
Schema version: 2023v4.0
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
Other Professional Fees Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-02-21T09:53:16-05:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	383133790	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	ANDREWS HOOPER PAVLIK PLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	43252 WOODWARD AVE STE 150	AddressLine1Txt
City	BLOOMFIELD HILLS	CityNm
State Abbreviation	MI	StateAbbreviationCd
ZIP	48302	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2023-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	825449374	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	KEGLEY FAMILY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	KEGL	BusinessNameControlTxt
Phone	2488932300	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	9301 ROLLING RIDGE	AddressLine1Txt
City	TRAVERSE CITY	CityNm
State Abbreviation	MI	StateAbbreviationCd
ZIP	49686	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	DONALD R KEGLEY JR	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	2488932300	PhoneNum
Signature	2024-02-07	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	DONALD R	PersonFirstNm
Person Last	KEGLEY JR	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	GEORGE W SMITH IV	PreparerPersonNm
PTIN	P00654680	PTIN
Phone	2483406050	PhoneNum
Preparation	2024-02-07	PreparationDt

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$685,495	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	$116,681	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$16,857	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$16,857	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$88,297	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$288,126	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$88,297	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$221,835	TotalRevAndExpnssAmt
Total Net Invst Incm	$105,154	TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss	$2,300	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$1,150	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$1,150	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$2,696	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$2,696	OtherProfFeesNetInvstIncmAmt
Other Expenses Rev And Expnss	$20	OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl	$20	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$5,016	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$3,846	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$1,170	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$128,500	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$128,500	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$133,516	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$3,846	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$129,670	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$88,319	ExcessRevenueOverExpensesAmt
Net Investment Income	$101,308	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$117,552	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$118,800	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$120,193	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$359,192	CorporateStockBOYAmt
Corporate Stock EOY	$446,263	CorporateStockEOYAmt
Corporate Stock EOYFMV	$565,302	CorporateStockEOYFMVAmt
Total Assets BOY	$476,744	TotalAssetsBOYAmt
Total Assets EOY	$565,063	TotalAssetsEOYAmt
Total Assets EOYFMV	$685,495	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$476,744	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$565,063	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$476,744	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$565,063	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$476,744	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$565,063	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$476,744	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$88,319	ExcessRevenueOverExpensesAmt
Subtotal	$565,063	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$565,063	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	SALE OF SECURITIES	PropertyDesc
How Acquired	P	HowAcquiredCd
Gross Sales Price	$288,126	GrossSalesPriceAmt
Cost Or Other Basis	$199,829	CostOrOtherBasisAmt
Gain Or Loss	$88,297	GainOrLossAmt
Gains Minus Excess Or Losses	$88,297	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$88,297	CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss	$88,297	NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$1,408	InvestmentIncomeExciseTaxAmt
Subtotal	$1,408	SubtotalAmt
Tax Based On Investment Income	$1,408	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$984	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$984	TotalPaymentsAndCreditsAmt
Tax Due	$424	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	MI	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	DONALD R KEGLEY JR	IndividualWithBooksNm
Phone	2488932300	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	9301 ROLLING RIDGE	AddressLine1Txt
City	TRAVERSE CITY	CityNm
State Abbreviation	MI	StateAbbreviationCd
ZIP	49686	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	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
DONALD R KEGLEY JR
9301 ROLLING RIDGE	TRAVERSE CITY	MI	49686	PRESIDENT	2.00	$0	$0	$0
PAMELA A KEGLEY
9301 ROLLING RIDGE	TRAVERSE CITY	MI	49686	VICE PRES.	1.00	$0	$0	$0
BRIAN T KEGLEY
9301 ROLLING RIDGE	TRAVERSE CITY	MI	49686	TREASURER	1.00	$0	$0	$0
LAURA A PEPLINSKI
9301 ROLLING RIDGE	TRAVERSE CITY	MI	49686	SECRETARY	1.00	$0	$0	$0
JASON R KEGLEY
9301 ROLLING RIDGE	TRAVERSE CITY	MI	49686	ASST. SECR.	1.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$551,503	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$24,207	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$575,710	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$575,710	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$8,636	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$567,074	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$28,354	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$28,354	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$1,408	TaxBasedOnInvestmentIncomeAmt
Total Tax	$1,408	TotalTaxAmt
Distributable Before Adj	$26,946	DistributableBeforeAdjAmt
Distributable Before Ded	$26,946	DistributableBeforeDedAmt
Distributable As Adjusted	$26,946	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$129,670	ExpensesAndContributionsAmt
Qualifying Distributions	$129,670	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$26,946	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4	$31,890	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$13,890	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$71,541	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$45,992	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$163,313	TotalExcessDistributionCyovAmt
Qualifying Distributions	$129,670	QualifyingDistributionsAmt
Applied To Current Year	$26,946	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$102,724	RemainingDistriFromCorpusAmt
Total Corpus	$266,037	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$266,037	ExcessDistriCyovToNextYrAmt
Excess From Year4	$31,890	ExcessFromYear4Amt
Excess From Year3	$13,890	ExcessFromYear3Amt
Excess From Year2	$71,541	ExcessFromYear2Amt
Excess From Year1	$45,992	ExcessFromYear1Amt
Excess From Current Year	$102,724	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	DONALD R PAMELA A KEGLEY	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
JOAN ROSE FOUNDATION
432 S WASHINGTON	ROYAL OAK	MI	48067	N/A	PC	CHILDRENS EDUCATION	$10,000
HILLSDALE COLLEGE
33 E COLLEGE ST	HILLSDALE	MI	49242	N/A	PC	COLLEGE	$20,000
FIRST STEP OF WAYNE COUNTY
44567 PINETREE DR	PLYMOUTH	MI	48170	N/A	PC	PREVENT DOMESTIC ABUSE	$20,000
GRACE CENTERS OF HOPE
35 E HURON ST	PONTIAC	MI	48342	N/A	PC	HOMELESS SHELTER	$10,000
TRAVERSE BAY CHILDRENS ADVOCACY CEN
2000 CHARTWELL DR	TRAVERSE CITY	MI	49696	N/A	PC	ABUSED CHILD SUPPORT	$2,500
CHILD & FAMILY SERVICES OF NW MI
3875 VETERANS DR	TRAVERSE CITY	MI	49684	N/A	PC	HOMELESS AND RUNAWAY YOUTH	$2,500
GRAND TRAVERSE LAND CONSERVANCY
3860 N LONG LAKE RD	TRAVERSE CITY	MI	48342	N/A	PC	PROTECT LAND	$2,500
CORNERSTONE CHAPEL
650 BATTLEFIELD PKWY SE	LEESBURG	VA	20175	N/A	NC	RELIGIOUS ORGANIZATION	$10,000
TURNING POINT USA
4940 EAST BEVERLY ROAD	PHOENIX	AZ	85044	N/A	PC	CONSERVATIVE EDUCATION	$7,500
KIDS EMPOWERED
415 S WEST ST	ROYAL OAK	MI	48067	N/A	PC	CHILDREN'S MENTAL HEALTH	$6,000
TRAVERSE SYMPHONY ORCHESTRA
826 HASTINGS ST	TRAVERSE CITY	MI	49686	N/A	PC	FOOD & CLOTHING FOR POOR	$5,000
FIVE POINTS CHURCH
3411 WALTON BLVD	AUBURN HILLS	MI	48326	N/A	NC	RELIGIOUS ORGANIZATION	$20,000
CASSIE HINES SHOE CANCER FOUNDATION
PO BOX 345	WASHINGTON TWP	MI	48094	N/A	PC	SUPPORT YOUNG ADULTS WITH CANCER	$2,500
EAGLES FOR CHILDREN
50430 SCHOOL HOUSE ROAD	CANTON	MI	48187	N/A	PC	SUPPORT DISADVANTAGED CHILDREN	$5,000
KENSINGTON CHURCH
6880 SECOR ROAD	TRAVERSE CITY	MI	49685	N/A	NC	RELIGIOUS ORGANIZATION	$5,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$128,500	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$16,857	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$88,297	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$105,154	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$105,154	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	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	Noncash ContributionNoncashContributionInd	Address Line2ContributorUSAddress/AddressLine2Txt	Person ContributionPersonContributionInd
DONALD R PAMELA A KEGLEY
1	9301 ROLLING RIDGE	TRAVERSE CITY	MI	49686	$66,681	Yes (X)
CUNNINGHAM LIMP DEVELOPMENT COMPANY
2	28970 CABOT DRIVE	NOVI	MI	48377	$50,000		SUITE 100	Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)

ContributorContributorNum	Noncash PropertyNoncashPropertyDesc	Fair Market ValueFairMarketValueAmt	ReceivedReceivedDt
1	SHS AMAZON	$52,232	2023-11-07
1	SHS ALPHABET	$48,590	2023-11-07
1	SHS MICROSOFT	$71,746	2023-11-07
1	SHS MICROSOFT	$32,109	2023-03-06
1	SHS VISA	$22,675	2023-03-06

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	INDIRECT ACCOUNTING FEES	CategoryTxt
Amt	$2,300	Amt
Net Investment Income	$1,150	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$1,150	DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
EQUITIES - STRUCTURED PRODUCTS
EQUITIES - ETF FUNDS	$79,988	$107,690
EQUITIES - MUTUAL FUNDS	$159,959	$169,946
FIXED INCOME - ETF FUNDS
FIXED INCOME - MUTUAL FUNDS	$94,359	$92,908
OTHER - MUTUAL FUNDS	$16,558	$16,701
EQUITIES - COMMON STOCKS	$45,399	$126,657
EQUITIES	$50,000	$51,400

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
STATE OF MICHIGAN FILING FEE	$20	$20

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	INVESTMENT FEES	CategoryTxt
Amt	$2,696	Amt
Net Investment Income	$2,696	NetInvestmentIncomeAmt

KEGLEY FAMILY FOUNDATION: Form 990PF, tax year 2023

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp (2 entries)

Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Comments