KEGLEY FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- KEGLEY FAMILY FOUNDATION (EIN 82-5449374)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-02-28
- IRS object ID
- 202300599349100600
- Schema version
- 2022v4.1
- 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 | 2023-02-28T07:07:41-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-02-08 | 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 | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GEORGE W SMITH IV | PreparerPersonNm |
| PTIN | P00654680 | PTIN |
| Phone | 2483406050 | PhoneNum |
| Preparation | 2023-02-08 | PreparationDt |
| 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 | $476,943 | 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 | $125,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $14,082 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,082 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,041 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $102,994 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,041 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $141,123 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,123 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,835 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $918 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $917 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,446 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,446 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $20 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $20 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,301 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,364 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $937 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $67,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $67,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $70,801 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,364 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $68,437 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $70,322 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,759 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $340,587 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $117,552 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $117,806 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $65,835 | CorporateStockBOYAmt |
| Corporate Stock EOY | $359,192 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $359,137 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $406,422 | TotalAssetsBOYAmt |
| Total Assets EOY | $476,744 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $476,943 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $406,422 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $476,744 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $406,422 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $476,744 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $406,422 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $476,744 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $406,422 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $70,322 | ExcessRevenueOverExpensesAmt |
| Subtotal | $476,744 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $476,744 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SALES OF SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $102,994 | GrossSalesPriceAmt |
| Cost Or Other Basis | $100,953 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,041 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,041 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,041 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $191 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $191 | SubtotalAmt |
| Tax Based On Investment Income | $191 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,175 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,175 | TotalPaymentsAndCreditsAmt |
| Overpayment | $984 | OverpaymentAmt |
| Applied To ES Tax | $984 | AppliedToESTaxAmt |
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. | 2.00 | $0 | $0 | $0 |
| BRIAN T KEGLEY | ||||||||
| 9301 ROLLING RIDGE | TRAVERSE CITY | MI | 49686 | TREASURER | 0.50 | $0 | $0 | $0 |
| LAURA A PEPLINSKI | ||||||||
| 9301 ROLLING RIDGE | TRAVERSE CITY | MI | 49686 | SECRETARY | 0.50 | $0 | $0 | $0 |
| JASON R KEGLEY | ||||||||
| 9301 ROLLING RIDGE | TRAVERSE CITY | MI | 49686 | ASST. SECR. | 0.50 | $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 | $404,080 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $55,541 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $459,621 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $459,621 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,894 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $452,727 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $22,636 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $22,636 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $191 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $191 | TotalTaxAmt |
| Distributable Before Adj | $22,445 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $22,445 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $22,445 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $68,437 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $68,437 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $22,445 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $31,890 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $13,890 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $71,541 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $117,321 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $68,437 | QualifyingDistributionsAmt |
| Applied To Current Year | $22,445 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $45,992 | RemainingDistriFromCorpusAmt |
| Total Corpus | $163,313 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $163,313 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $31,890 | ExcessFromYear3Amt |
| Excess From Year2 | $13,890 | ExcessFromYear2Amt |
| Excess From Year1 | $71,541 | ExcessFromYear1Amt |
| Excess From Current Year | $45,992 | 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 (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| TART TRAILS | |||||||
| PO BOX 252 | TRAVERSE CITY | MI | 49685 | N/A | PC | OUTDOOR NATURE SUPPORT | $1,000 |
| 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 | $17,500 |
| FIRST STEP OF WAYNE COUNTY | |||||||
| 44567 PINETREE DR | PLYMOUTH | MI | 48170 | N/A | PC | PREVENT DOMESTIC ABUSE | $15,000 |
| 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 | $5,000 |
| CHILD & FAMILY SERVICES OF NW MI | |||||||
| 3875 VETERANS DR | TRAVERSE CITY | MI | 49684 | N/A | PC | HOMELESS AND RUNAWAY YOUTH | $5,000 |
| THE FATHER FRED FOUNDATION | |||||||
| 826 HASTINGS ST | TRAVERSE CITY | MI | 49686 | N/A | PC | FOOD AND CLOTHING FOR POOR | $1,000 |
| GRAND TRAVERSE LAND CONSERVANCY | |||||||
| 3860 N LONG LAKE RD | TRAVERSE CITY | MI | 48342 | N/A | PC | PROTECT LAND | $1,000 |
| CARE HOUSE | |||||||
| 44765 WOODWARD AVE | PONTIAC | MI | 48341 | N/A | PC | PREVENT CHILD ABUSE | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $67,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,082 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,041 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $16,123 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,123 | 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 | Person ContributionPersonContributionInd | Address Line2ContributorUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| DONALD R PAMELA A KEGLEY | |||||||
| 1 | 9301 ROLLING RIDGE | TRAVERSE CITY | MI | 49686 | $75,000 | Yes (X) | |
| CUNNINGHAM LIMP DEVELOPMENT COMPANY | |||||||
| 2 | 28970 CABOT DRIVE | NOVI | MI | 48377 | $50,000 | Yes (X) | SUITE 100 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $1,835 | Amt |
| Net Investment Income | $918 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $917 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| WELLS FARGO | ||
| VANGUARD S&P | ||
| VANGUARD S&P | ||
| EQUITIES - STRUCTURED PRODUCTS | $50,000 | $50,100 |
| EQUITIES - ETF FUNDS | $71,831 | $83,970 |
| EQUITIES - MUTUAL FUNDS | $124,406 | $116,315 |
| FIXED INCOME - ETF FUNDS | $15,125 | $14,837 |
| FIXED INCOME - MUTUAL FUNDS | $78,842 | $76,268 |
| OTHER - MUTUAL FUNDS | $18,988 | $17,647 |
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 | $1,446 | Amt |
| Net Investment Income | $1,446 | NetInvestmentIncomeAmt |
Comments