ALLKINS FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ALLKINS FAMILY FOUNDATION (EIN 92-1980623)
- Tax period
- 2023-01-25 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202413199349100946
- Schema version
- 2023v5.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T09:08:07-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 | 710 E MILHAM AVE | AddressLine1Txt |
| City | KALAMAZOO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 490021494 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-25 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 921980623 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ALLKINS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALLK | BusinessNameControlTxt |
| Phone | 2697606424 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5207 PORTAGE RD | AddressLine1Txt |
| City | PORTAGE | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 490021713 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CODY ALLKINS | PersonNm |
| Person Title | PRESIDENT & DIRECTOR | PersonTitleTxt |
| Phone | 6163366587 | PhoneNum |
| Signature | 2024-06-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID T JEWELL | PreparerPersonNm |
| PTIN | P01259843 | PTIN |
| Phone | 2693297007 | PhoneNum |
| Preparation | 2024-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Initial Return | Yes (X) | InitialReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $39,983 | 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 | $149,534 | ContriRcvdRevAndExpnssAmt |
| Total Rev And Expnss | $149,534 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $1,193 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $1,193 | LegalFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,396 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,396 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,589 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,589 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $106,962 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $106,962 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $109,551 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $109,551 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $39,983 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $39,983 | CashEOYAmt |
| Cash EOYFMV | $39,983 | CashEOYFMVAmt |
| Total Assets EOY | $39,983 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $39,983 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests EOY | $39,983 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances EOY | $39,983 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $0 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $39,983 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Excess Revenue Over Expenses | $39,983 | ExcessRevenueOverExpensesAmt |
| Subtotal | $39,983 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $39,983 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Ruling Letter | 2023-01-25 | RulingLetterDt |
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
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 | false | 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 | CODY ALLKINS | IndividualWithBooksNm |
| Phone | 2697606424 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5207 PORTAGE ROAD | AddressLine1Txt |
| City | PORTAGE | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49002 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| CODY ALLKINS | ||||||||
| 5207 PORTAGE ROAD | PORTAGE | MI | 49002 | PRESIDENT & | 1.00 | $0 | $0 | $0 |
| PATRICK ALLKINS | ||||||||
| 5207 PORTAGE ROAD | PORTAGE | MI | 49002 | TREASURER & | 1.00 | $0 | $0 | $0 |
| JANIS FRIZZO | ||||||||
| 5207 PORTAGE ROAD | PORTAGE | MI | 49002 | SECRETARY & | 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $94,992 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $94,992 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $94,992 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,425 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $93,567 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,371 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,371 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $4,371 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $4,371 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $4,371 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $109,551 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $109,551 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,371 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $109,551 | QualifyingDistributionsAmt |
| Applied To Current Year | $4,371 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $105,180 | RemainingDistriFromCorpusAmt |
| Total Corpus | $105,180 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $105,180 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $105,180 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CODY ALLKINS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5207 PORTAGE RD | AddressLine1Txt |
| City | KALAMAZOO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2693856292 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN SUBMITTED TO BOARD | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO DEADLINES FOR SUBMISSIONS OF APPLICATIONS | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BRONSON HEALTH FOUNDATION | ||||||||
| 301 JOHN STREET | KALAMAZOO | MI | 49007 | NONE | PC | GENERAL FUND | $10,000 | |
| COMMUNITIES IN SCHOOL OF KALAMAZOO | ||||||||
| 180 E WATER ST SUITE 2000 | KALAMAZOO | MI | 49007 | NONE | PC | GENERAL FUND | $1,000 | |
| COMMUNITY HEALING CENTERS | ||||||||
| 2615 STADIUM DR | KALAMAZOO | MI | 49008 | NONE | PC | GENERAL FUND | $2,000 | |
| COMMUNITY HOMEWORKS | ||||||||
| 810 BRYANT ST | KALAMAZOO | MI | 49001 | NONE | PC | GENERAL FUND | $1,000 | |
| FOREVERSTRONG MEMORIAL FOUNDATION | ||||||||
| 5263 E P AVE | KALAMAZOO | MI | 49048 | NONE | PC | GENERAL FUND | $1,200 | |
| JENNINGS DEVELOPMENT INTERPLEX | ||||||||
| 1515 N EDWARDS ST | KALAMAZOO | MI | 49007 | NONE | PC | PRESCHOOL PLAYGROUND TOYS | $1,400 | |
| KALAMAZOO CHAP OF NATL ASSOC OF | ||||||||
| 2411 PARKVIEW | KALAMAZOO | MI | 49008 | NONE | PC | GENERAL FUND | $1,000 | AMERICAN INDEPENDENT BUSINESS ALLIANCE |
| KALAMAZOO COUNTRY DAY SCHOOL | ||||||||
| 4221 E MILHAM AVE | PORTAGE | MI | 49002 | NONE | PC | GENERAL FUND | $12,500 | |
| KALAMAZOO GROWLER'S FDN | ||||||||
| 251 MILLS ST | KALAMAZOO | MI | 49048 | NONE | PC | GENERAL FUND | $2,347 | |
| KALAMAZOO HUMAN SOCIETY | ||||||||
| 2272 RIVER ST | KALAMAZOO | MI | 49048 | NONE | PC | GENERAL FUND | $1,000 | |
| KALAMAZOO LOAVES & FISHES | ||||||||
| 901 PORTAGE STREET | KALAMAZOO | MI | 49001 | NONE | PC | GENERAL FUND | $13,995 | |
| KALAMAZOO SYMPHONYY ORCHESTRA | ||||||||
| 359 S KALAMAZOO MALL 100 | KALAMAZOO | MI | 49007 | NONE | PC | GENERAL FUND | $10,000 | |
| KALAMAZOO VALLEY COMMUNITY | ||||||||
| 224 E CROSSTOWN PARKWAY | KALAMAZOO | MI | 49001 | NONE | PC | SCHOLARSHIP FUND | $10,000 | COLLEGE FOUNDATION |
| LENDING HANDS OF MICHIGAN INC | ||||||||
| 4570 COMMERCIAL AVE STE E | PORTAGE | MI | 49002 | NONE | PC | GENERAL FUND | $3,000 | |
| MICHIGAN MARITIME MUSEUM | ||||||||
| 260 DYCKMAN AVE | SOUTH HAVEN | MI | 49090 | NONE | PC | GENERAL FUND | $500 | |
| MINISTRY WITH COMMUNITY | ||||||||
| 500 N EDWARDS ST | KALAMAZOO | MI | 49007 | NONE | PC | GENERAL FUND | $3,000 | |
| SPCA OF SOUTHWEST MICHIGAN | ||||||||
| 6955 W KI AVE | KALAMAZOO | MI | 49009 | NONE | PC | GENERAL FUND | $1,000 | |
| WEST MICHIGAN CANCER CENTER | ||||||||
| 200 N PARK ST | KALAMAZOO | MI | 49007 | NONE | PC | GENERAL FUND | $8,000 | |
| WESTERN MICHIGAN UNIVERSITY | ||||||||
| 1903 W MICHIGAN AVE | KALAMAZOO | MI | 49008 | NONE | PC | SCHOLARSHIP FUND | $21,520 | |
| WILLIS FOUNDATION | ||||||||
| 491 W SOUTH ST | KALAMAZOO | MI | 49007 | NONE | PC | GENERAL FUND | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $106,962 | TotalGrantOrContriPdDurYrAmt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | PATRICK JANIS ALLKINS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5207 PORTAGE RD | AddressLine1Txt |
| City | PORTAGE | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $134,487 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,193 | LegalFeesAmt |
| Disbursements Charitable Prps | $1,193 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| OFFICE SUPPLIES | $1,142 | $1,142 |
| OTHER EXPENSES | $254 | $254 |