MIKE AND SHARON SEELYE FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MIKE AND SHARON SEELYE FAMILY FOUNDATION (EIN 20-0488026)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-14
- IRS object ID
- 202411359349101836
- Schema version
- 2022v5.0
- 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 Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T11:07:24-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381357951 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 TRADE CENTRE WAY STE 300 | AddressLine1Txt |
| City | PORTAGE | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200488026 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MIKE AND SHARON SEELYE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MIKE | BusinessNameControlTxt |
| Phone | 2693753820 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3820 STADIUM DRIVE | AddressLine1Txt |
| City | KALAMAZOO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49008 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL SEELYE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2693753820 | PhoneNum |
| Signature | 2024-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL | PersonFirstNm |
| Person Last | SEELYE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JASON J DURANT CPA | PreparerPersonNm |
| PTIN | P00286749 | PTIN |
| Phone | 2695674500 | PhoneNum |
| Preparation | 2024-05-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $220,634 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $145,950 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $73 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $73 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,522 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,522 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,677 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $45,951 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,677 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $156,222 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,272 | 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 | $4,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,970 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,980 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $26 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $26 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,976 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,996 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,980 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $175,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $163,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $180,876 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,996 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $165,480 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$24,654 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,276 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $1 | CashEOYAmt |
| Cash EOYFMV | $1 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,092 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,073 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,073 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $59 | AcctRcvblBOYAmt |
| Other Investments BOY | $87,729 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $98,052 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $91,174 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $112,637 | OtherAssetsBOYAmt |
| Other Assets EOY | $102,637 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $125,386 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $203,517 | TotalAssetsBOYAmt |
| Total Assets EOY | $204,763 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $220,634 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $6,500 | GrantsPayableBOYAmt |
| Grants Payable EOY | $12,400 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $6,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,400 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $197,017 | RetainedEarningBOYAmt |
| Retained Earning EOY | $192,363 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $197,017 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $192,363 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $203,517 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $204,763 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $197,017 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$24,654 | ExcessRevenueOverExpensesAmt |
| Other Increases | $20,000 | OtherIncreasesAmt |
| Subtotal | $192,363 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $192,363 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| PIMCO INCOME FUND CLASS A | P | 2022-07-06 | $5,496 | $5,948 | -$452 | -$452 |
| EATON VANCE FLOATING RATE ADVANTAGE FUND CLASS C | P | 2023-03-14 | $10,151 | $11,062 | -$911 | -$911 |
| ARES INDL REIT INC COM CL T | P | $28,437 | $20,000 | $8,437 | $8,437 | |
| HINES MSC INCOME FUND, INC | P | $1,867 | $2,264 | -$397 | -$397 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,677 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $101 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $101 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $101 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $175 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $175 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $74 | OverpaymentAmt |
| Applied To ES Tax | $74 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 0 | 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 | MICHAEL N SEELYE | IndividualWithBooksNm |
| Phone | 2693753820 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3820 STADIUM DRIVE | AddressLine1Txt |
| City | KALAMAZOO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49008 | 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL N SEELYE | ||||||||
| 3820 STADIUM DRIVE | KALAMAZOO | MI | 49008 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| SHARON K SEELYE | ||||||||
| 3820 STADIUM DRIVE | KALAMAZOO | MI | 49008 | VP/SECRETARY/TREASURER | 0.00 | $0 | $0 | $0 |
| MICHAEL T SEELYE | ||||||||
| 3820 STADIUM DRIVE | KALAMAZOO | MI | 49008 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| MICHELLE N SEELYE DRUCKER | ||||||||
| 3820 STADIUM DRIVE | KALAMAZOO | MI | 49008 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| MAURI E SEELYE VANDENBERG | ||||||||
| 3820 STADIUM DRIVE | KALAMAZOO | MI | 49008 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| LINDSEY M SEELYE | ||||||||
| 3820 STADIUM DRIVE | KALAMAZOO | MI | 49008 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| BENJAMIN J DRUCKER | ||||||||
| 3820 STADIUM DRIVE | KALAMAZOO | MI | 49008 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| CHAD V VANDENBERG | ||||||||
| 3820 STADIUM DRIVE | KALAMAZOO | MI | 49008 | DIRECTOR | 0.00 | $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 | $193,957 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $29,934 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $223,891 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $223,891 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,358 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $220,533 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,027 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,027 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $101 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $101 | TotalTaxAmt |
| Distributable Before Adj | $10,926 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $10,926 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $10,926 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $165,480 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $165,480 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,926 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $45,674 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $65,152 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $71,753 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $76,947 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $82,786 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $342,312 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $165,480 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,926 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $154,554 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $496,866 | 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 | $45,674 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $451,192 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $65,152 | ExcessFromYear4Amt |
| Excess From Year3 | $71,753 | ExcessFromYear3Amt |
| Excess From Year2 | $76,947 | ExcessFromYear2Amt |
| Excess From Year1 | $82,786 | ExcessFromYear1Amt |
| Excess From Current Year | $154,554 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MICHAEL N SEELYE | ContributingManagerNm |
| Contributing Manager | SHARON K SEELYE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALTERNATIVES | ||||||
| 4200 WEST MICHIGAN AVENUE SUITE 100 | KALAMAZOO | MI | 49006 | PUBLIC | GENERAL SUPPORT | $1,000 |
| ANIMAL RESCUE PROJECT | ||||||
| 219 PEEKSTOCK DRIVE | KALAMAZOO | MI | 49001 | PUBLIC | GENERAL SUPPORT | $2,000 |
| ANIMAL'S BEST FRIEND FUND INC | ||||||
| PO BOX 443 | OSHTEMO | MI | 49007 | PUBLIC | GENERAL SUPPORT | $9,500 |
| BOYS AND GIRLS CLUB OF GREATER KALAMAZOO | ||||||
| 4000 PORTAGE ROAD SUITE 201 | KALAMAZOO | MI | 49001 | PUBLIC | GENERAL SUPPORT | $2,000 |
| BRONSON HEALTH FOUNDATION | ||||||
| 301 JOHN STREET BOX C | KALAMAZOO | MI | 49007 | PUBLIC | GENERAL SUPPORT | $7,000 |
| CENTRICA CARE NAVIGATORS | ||||||
| 7100 STADIUM DRIVE | KALAMAZOO | MI | 49009 | PUBLIC | GENERAL SUPPORT | $2,500 |
| COMMUNITIES IN SCHOOLS - KALAMAZOO | ||||||
| 125 WEST EXCHANGE PLACE | KALAMAZOO | MI | 49007 | PUBLIC | GENERAL SUPPORT | $2,000 |
| COMMUNITY HEALING CENTERS | ||||||
| 2615 STADIUM DRIVE | KALAMAZOO | MI | 49008 | PUBLIC | SERVE FOR KIDS | $5,500 |
| CPL CHRISTOPHER K WILLIS FOUNDATION | ||||||
| 491 WEST SOUTH STREET | KALAMAZOO | MI | 49007 | PUBLIC | GENERAL SUPPORT | $2,500 |
| FAMILY AND CHILDREN SERVICES | ||||||
| 1608 LAKE ST | KALAMAZOO | MI | 49001 | PUBLIC | GENERAL SUPPORT | $2,500 |
| FIRST DAY SHOE FUND | ||||||
| PO BOX 2751 | KALAMAZOO | MI | 49003 | PUBLIC | GENERAL SUPPORT | $3,000 |
| GENEROUS HANDS INC | ||||||
| PO BOX 313 | VICKSBURG | MI | 49047 | PUBLIC | GENERAL SUPPORT | $15,000 |
| GIRLS ON THE RUN OF GREATER KALAMAZOO | ||||||
| 3901 EMERALD DRIVE SUITE E | KALAMAZOO | MI | 49001 | PUBLIC | GENERAL SUPPORT | $2,500 |
| GOODWILL INDUSTRIES OF SW MI | ||||||
| 420 EAST ALCOTT STREET | KALAMAZOO | MI | 49001 | PUBLIC | GENERAL SUPPORT | $1,000 |
| GREAT LAKES BURN CAMP | ||||||
| PO BOX 6189 | JACKSON | MI | 49204 | PUBLIC | GENERAL SUPPORT | $1,000 |
| GRYPHON PLACE | ||||||
| 3245 SOUTH 8TH STREET | KALAMAZOO | MI | 49009 | PUBLIC | GENERAL SUPPORT | $1,500 |
| HOSPITAL HOSPITALITY HOUSE OF SOUTHWEST MICHIGAN | ||||||
| 828 SOUTH BURDICK STREET | KALAMAZOO | MI | 49001 | PUBLIC | GENERAL SUPPORT | $2,000 |
| JUNIOR LEAGUE OF KALAMAZOO | ||||||
| 5046 WEST MAIN STREET 260 | KALAMAZOO | MI | 49008 | PUBLIC | GENERAL SUPPORT | $2,500 |
| KALAMAZOO CIVIC THEATRE | ||||||
| 329 SOUTH PARK STREET | KALAMAZOO | MI | 49007 | PUBLIC | GENERAL SUPPORT | $2,500 |
| KALAMAZOO GOSPEL MISSION | ||||||
| 448 NORTH BURDICK STREET | KALAMAZOO | MI | 49007 | PUBLIC | GENERAL SUPPORT | $2,000 |
| KALAMAZOO HUMANE SOCIETY | ||||||
| 3661 EASY STREET | KALAMAZOO | MI | 49001 | PUBLIC | GENERAL SUPPORT | $2,500 |
| KALAMAZOO LOAVES AND FISHES | ||||||
| 901 PORTAGE STREET | KALAMAZOO | MI | 49001 | PUBLIC | GENERAL SUPPORT | $15,000 |
| KALAMAZOO VALLEY COMMUNITY COLLEGE FOUNDATION | ||||||
| 6767 WEST O AVENUE PO BOX 4070 | KALAMAZOO | MI | 49003 | PUBLIC | GENERAL SUPPORT | $2,500 |
| KALAMAZOO VALLEY HABITAT FOR HUMANITY | ||||||
| 1126 GULL ROAD | KALAMAZOO | MI | 49048 | PUBLIC | GENERAL SUPPORT | $1,500 |
| LENDING HANDS OF MICHIGAN | ||||||
| 4570 COMMERCIAL AVENUE | PORTAGE | MI | 49002 | PUBLIC | GENERAL SUPPORT | $2,000 |
| MARINE CORPS LEAGUE-KALAMAZOO | ||||||
| 1025 WOODLAND DRIVE | PORTAGE | MI | 49024 | PUBLIC | GENERAL SUPPORT | $2,000 |
| MATTAWAN CONSOLIDATED SCHOOLS | ||||||
| 56720 MURRAY STREET | MATTAWAN | MI | 49071 | PUBLIC | WALK-A-THON | $6,000 |
| MATTAWAN PUBLIC EDUCATION FOUNDATION | ||||||
| PO BOX 153 | MATTAWAN | MI | 49071 | PUBLIC | GENERAL SUPPORT | $4,500 |
| MILESTONE SENIOR SERVICES | ||||||
| 918 JASPER STREET | KALAMAZOO | MI | 49001 | PUBLIC | GENERAL SUPPORT | $7,500 |
| MINISTRY WITH COMMUNITY | ||||||
| 500 NORTH EDWARDS STREET | KALAMAZOO | MI | 49007 | PUBLIC | GENERAL SUPPORT | $3,500 |
| OPEN DOORS - KALAMAZOO | ||||||
| PO BOX 50102 | KALAMAZOO | MI | 49005 | PUBLIC | GENERAL SUPPORT | $1,500 |
| OPENING ACT THEATRE COMPANY | ||||||
| 61268 CO RD 657 | LAWTON | MI | 49065 | PUBLIC | GENERAL SUPPORT | $2,500 |
| PET RESOURCE NETWORK INC | ||||||
| PO BOX 336 | OTSEGO | MI | 49078 | PUBLIC | GENERAL SUPPORT | $2,000 |
| PORTAGE COMMUNITY CENTER | ||||||
| 325 EAST CENTRE AVE | PORTAGE | MI | 49002 | PUBLIC | GENERAL SUPPORT | $2,000 |
| PRETTY LAKE VACATION CAMP | ||||||
| 9123 WEST Q AVENUE | MATTAWAN | MI | 49071 | PUBLIC | GENERAL SUPPORT | $2,000 |
| READ AND WRITE KALAMAZOO | ||||||
| 802 SOUTH WESTNEDGE AVE | KALAMAZOO | MI | 49008 | PUBLIC | GENERAL SUPPORT | $1,000 |
| SPCA OF SOUTHWEST MICHIGAN | ||||||
| 6955 WEST KL AVENUE | KALAMAZOO | MI | 49009 | PUBLIC | GENERAL SUPPORT | $3,500 |
| ST LUKE'S EPISCOPAL CHURCH | ||||||
| 247 WEST LOVELL | KALAMAZOO | MI | 49007 | PUBLIC | GENERAL SUPPORT | $6,000 |
| VFW | ||||||
| 1920 KILGORE SERVICE ROAD | PORTAGE | MI | 49002 | PUBLIC | GENERAL SUPPORT | $5,000 |
| WILD PAKS | ||||||
| PO BOX 155 | MATTAWAN | MI | 49071 | PUBLIC | GENERAL SUPPORT | $15,000 |
| WMU THEATRE | ||||||
| 1903 WEST MICHIGAN AVENUE | KALAMAZOO | MI | 49008 | PUBLIC | WMU THEATRE GUILD | $2,500 |
| YMCA KALAMAZOO | ||||||
| 353 EAST MICHIGAN AVENUE | KALAMAZOO | MI | 49007 | PUBLIC | GENERAL SUPPORT | $2,500 |
| CHEFF CENTER | ||||||
| 8450 NORTH 43RD STREET | AUGUSTA | MI | 49012 | PUBLIC | GENERAL SUPPORT | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $163,500 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| GENEROUS HANDS INC | ||||||
| PO BOX 313 | VICKSBURG | MI | 49047 | PUBLIC | GENERAL SUPPORT | $6,200 |
| WILD PAKS | ||||||
| PO BOX 155 | MATTAWAN | MI | 49071 | PUBLIC | GENERAL SUPPORT | $6,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $12,400 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $73 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,522 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,677 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $10,272 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,272 | 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 (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| SEELYE AUTO GROUP | ||||||
| 1 | 3820 STADIUM DRIVE | KALAMAZOO | MI | 49008 | $12,000 | Yes (X) |
| SKY KING LLC | ||||||
| 2 | 3820 STADIUM DRIVE | KALAMAZOO | MI | 49008 | $115,500 | Yes (X) |
| SKY KING HOMES | ||||||
| 3 | 3820 STADIUM DRIVE | KALAMAZOO | MI | 49008 | $11,000 | Yes (X) |
| SHARE BEAR LLC | ||||||
| 4 | 5545 BLUE SPRUCE LANE | KALAMAZOO | MI | 49009 | $2,500 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION AND ACCOUNTING - PLANTE & MORAN, PLLC | CategoryTxt |
| Amt | $4,950 | Amt |
| Net Investment Income | $2,970 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,980 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FS ENERGY & POWER FUND | AT COST | $20,000 | $7,132 |
| BLUEROCK TOTAL INCOME REAL ESTATE FUND CLASS A | AT COST | $10,185 | $12,993 |
| HMS INCOME FUND, INC. | AT COST | $20,909 | $17,065 |
| THE PRIVATES SHARES FUND CLASS A | AT COST | $17,545 | $24,407 |
| UNITED STATES TREAS BILLS 0.000% 08/24/23 B/E | AT COST | $14,804 | $14,888 |
| UNITED STS TREAS BILLS 0.000% 11/24/23 B/E | AT COST | $14,609 | $14,689 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | JACKSON ANNUITY | Desc |
| BOY Book Value | $112,637 | BOYBookValueAmt |
| EOY Book Value | $102,637 | EOYBookValueAmt |
| EOYFMV | $125,386 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSES | Desc |
| Revenue And Expenses Per Books | $26 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $26 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX BASIS ADJUSTMENT | Desc |
| Amt | $20,000 | Amt |
Comments