KEGLEY FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- KEGLEY FAMILY FOUNDATION (EIN 82-5449374)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-02-06
- IRS object ID
- 202500379349101065
- Schema version
- 2024v5.0
- 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 | 2025-02-06T16:02:02-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-01-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| 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 | 2025-01-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,559,726 | 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 | $767,818 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $63,390 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $63,390 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $336,053 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $940,564 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $336,053 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,167,261 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $399,443 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,415 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,208 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,207 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,113 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,113 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,868 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $20 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,396 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,321 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,227 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $269,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $269,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $278,896 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,321 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $270,727 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $888,365 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $393,122 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $118,800 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $146,837 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $146,837 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $446,263 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,306,591 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,412,889 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $565,063 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,453,428 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,559,726 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $565,063 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,453,428 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $565,063 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,453,428 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $565,063 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,453,428 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $565,063 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $888,365 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,453,428 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,453,428 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SALE OF SECURITIES | P | $129,000 | $125,000 | $4,000 | $4,000 |
| SALE OF SECURITIES | P | $811,564 | $479,511 | $332,053 | $332,053 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $336,053 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $336,053 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,464 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,464 | SubtotalAmt |
| Tax Based On Investment Income | $5,464 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,410 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,410 | TotalPaymentsAndCreditsAmt |
| Tax Due | $4,054 | 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 | $1,087,661 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $25,611 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,113,272 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,113,272 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,699 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,096,573 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $54,829 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $54,829 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,464 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,464 | TotalTaxAmt |
| Distributable Before Adj | $49,365 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $49,365 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $49,365 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $270,727 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $270,727 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $49,365 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $31,890 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $13,890 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $71,541 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $45,992 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $102,724 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $266,037 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $270,727 | QualifyingDistributionsAmt |
| Applied To Current Year | $49,365 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $221,362 | RemainingDistriFromCorpusAmt |
| Total Corpus | $487,399 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $31,890 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $455,509 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $13,890 | ExcessFromYear4Amt |
| Excess From Year3 | $71,541 | ExcessFromYear3Amt |
| Excess From Year2 | $45,992 | ExcessFromYear2Amt |
| Excess From Year1 | $102,724 | ExcessFromYear1Amt |
| Excess From Current Year | $221,362 | 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 (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALLIANCE FOR THE GREAT LAKES | |||||||
| 150 N MICHIGAN AVE 750 | CHICAGO | IL | 60601 | N/A | PC | ENVIRONMENT | $2,500 |
| BIG BROTHERS AND BIG SISTERS NW MI | |||||||
| 900 E FRONT ST 125 | TRAVERSE CITY | MI | 49686 | N/A | PC | YOUTH SERVICES | $2,500 |
| BLOOMFIELD CHRISTIAN SCHOOL | |||||||
| 3570 TELEGRAPH ROAD | BLOOMFIELD HILLS | MI | 48302 | N/A | PC | CHILDRENS EDUCATION | $5,000 |
| CARE HOUSE | |||||||
| 44765 WOODWARD AVE | PONTIAC | MI | 48341 | N/A | PC | CHILD ADVOCACY CENTER FOR THE ABUSED | $7,500 |
| CHILD & FAMILY SERVICES OF NW MI | |||||||
| 3875 VETERANS DR | TRAVERSE CITY | MI | 49684 | N/A | PC | HOMELESS AND RUNAWAY YOUTH | $5,000 |
| CORNERSTONE CHAPEL | |||||||
| 650 BATTLEFIELD PKWY SE | LEESBURG | VA | 20175 | N/A | PC | RELIGIOUS ORGANIZATION | $15,000 |
| EAGLES FOR CHILDREN | |||||||
| 50430 SCHOOL HOUSE ROAD | CANTON | MI | 48187 | N/A | PC | SUPPORT DISADVANTAGED CHILDREN | $25,000 |
| ED CHOICE | |||||||
| 111 MONUMENT CIRCLE 2650 | INDIANAPOLICS | IN | 46204 | N/A | PC | CHILDRENS EDUCATION | $2,000 |
| FATHER FRED FOUNDATION | |||||||
| PO BOX 2260 | TRAVERSE CITY | MI | 49685 | N/A | PC | COMMUNITY PROGRAM | $5,000 |
| FIRST STEP OF WAYNE COUNTY | |||||||
| 44567 PINETREE DR | PLYMOUTH | MI | 48170 | N/A | PC | PREVENT DOMESTIC ABUSE | $25,000 |
| FIVE POINTS CHURCH | |||||||
| 3411 WALTON BLVD | AUBURN HILLS | MI | 48326 | N/A | PC | RELIGIOUS ORGANIZATION | $10,000 |
| FOREST HILLS PUBLIC SCHOOLS | |||||||
| 620 FOREST HILL AVE SE | GRAND RAPIDS | MI | 49546 | N/A | NC | CHILDRENS EDUCATION | $5,000 |
| GENERATIONS AHEAD | |||||||
| 3962 N THREE MILE RD | TRAVERSE CITY | MI | 49686 | N/A | PC | OUTREACH PROGRAM | $5,000 |
| GRACE CENTERS OF HOPE | |||||||
| 35 E HURON ST | PONTIAC | MI | 48342 | N/A | PC | HOMELESS SHELTER | $14,000 |
| GRAND TRAVERSE LAND CONSERVANCY | |||||||
| 3860 N LONG LAKE RD | TRAVERSE CITY | MI | 48342 | N/A | PC | PROTECT LAND | $30,000 |
| HILLSDALE COLLEGE | |||||||
| 33 E COLLEGE ST | HILLSDALE | MI | 49242 | N/A | PC | COLLEGE | $25,000 |
| JOAN ROSE FOUNDATION | |||||||
| 432 S WASHINGTON | ROYAL OAK | MI | 48067 | N/A | PC | CHILDRENS EDUCATION | $12,500 |
| KENSINGTON CHURCH | |||||||
| 6880 SECOR ROAD | TRAVERSE CITY | MI | 49685 | N/A | NC | RELIGIOUS ORGANIZATION | $2,500 |
| KENT COUNTY CONSERVATION DISTRICT | |||||||
| 3200 EAGLE PARK NE 100C | GRAND RAPIDS | MI | 49525 | N/A | NC | PROTECT LAND | $2,500 |
| MICHAELS PLACE | |||||||
| 1212 VETERANS DR STE 100 | TRAVERSE CITY | MI | 49684 | N/A | PC | GRIEF SUPPORT | $2,500 |
| MOUNT HOLIDAY | |||||||
| 3100 HOLIDAY ROAD | TRAVERSE CITY | MI | 49686 | N/A | PC | PROMOTE RECREATION | $2,500 |
| NORTHWESTERN MICHIGAN COLLEGE | |||||||
| 1701 E FRONT ST | TRAVERSE CITY | MI | 49686 | N/A | PC | COLLEGE | $10,000 |
| NW MI SUPPORTIVE HOUSING | |||||||
| 3588 VETERANS DR 1 | TRAVERSE CITY | MI | 49684 | N/A | PC | MENTAL HEALTH WELLNESS | $1,500 |
| PENINSULA COMMUNITY LIBRARY | |||||||
| 2893 ISLAND VIEW ROAD | TRAVERSE CITY | MI | 49686 | N/A | PC | LIBRARY | $1,000 |
| PENINSULA TOWNSHIP HEMLOCK PATH | |||||||
| 13235 CENTER ROAD | TRAVERSE CITY | MI | 49586 | N/A | PC | PROTECT LAND | $5,000 |
| PRE BORN | |||||||
| PO BOX 78221 | INDIANAPOLIS | IN | 46278 | N/A | PC | PRO-LIFE | $5,000 |
| SINGLE MOMM | |||||||
| 1748 S GARFIELD AVE | TRAVERSE CITY | MI | 49686 | N/A | PC | COMMUNITY PROGRAM | $5,000 |
| TART TRAILS | |||||||
| 148 EAST FRONT SUITE 201 | TRAVERSE CITY | MI | 49685 | N/A | PC | PROMOTE RECREATION | $2,500 |
| THE ROCK OF KINGSLEY | |||||||
| 115 E BLAIR ST | KINGSLEY | MI | 49649 | N/A | PC | COMMUNITY PROGRAM | $2,500 |
| TRAVERSE CITY PHILHARMONIC | |||||||
| 1724 S GARFIELD AVE | TRAVERSE CITY | MI | 49686 | N/A | PC | PROMOTE RECREATION | $15,000 |
| TURNING POINT USA | |||||||
| 4940 EAST BEVERLY ROAD | PHOENIX | AZ | 85044 | N/A | PC | CONSERVATIVE EDUCATION | $10,000 |
| UNITED WE SMILE | |||||||
| 4075 COPPER RIDGE DR | TRAVERSE CITY | MI | 49684 | N/A | PC | DENTAL CARE | $3,000 |
| WOMENS RESOURCE CENTER | |||||||
| 720 SOUTH ELMWOOD STE 2 | TRAVERSE CITY | MI | 49684 | N/A | PC | PREVENT DOMESTIC ABUSE | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $269,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $63,390 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $336,053 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $399,443 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $399,443 | 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 | Noncash ContributionNoncashContributionInd | Address Line2ContributorUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| DONALD R PAMELA A KEGLEY | ||||||||
| 1 | 9301 ROLLING RIDGE | TRAVERSE CITY | MI | 49686 | $717,818 | Yes (X) | Yes (X) | |
| CUNNINGHAM LIMP DEVELOPMENT COMPANY | ||||||||
| 2 | 28970 CABOT DRIVE | NOVI | MI | 48377 | $50,000 | Yes (X) | SUITE 100 | |
Non Cash Property Contribution NonCashPropertyContributionGrp (8 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 3,821.577 SH AM FUND WASH INVEST | $164,288 | 2024-03-06 |
| 1 | 814 SH JPM CAP GROWTH | $38,971 | 2024-11-20 |
| 1 | 1,445 SH AB LARGE CAP GROWTH | $78,187 | 2024-07-22 |
| 1 | 1,239 SH GFA | $48,015 | 2024-12-17 |
| 1 | 352 SH ISHARES | $24,182 | 2024-09-19 |
| 1 | 501 SH RUSSELL MID | $37,411 | 2024-09-19 |
| 1 | 173 SH VANGUARD VALUE | $15,704 | 2024-09-19 |
| 1 | 70 SH VANGUARD GROWTH | $11,060 | 2024-09-19 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $2,415 | Amt |
| Net Investment Income | $1,208 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,207 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITIES - ETF FUNDS | $299,051 | $348,220 |
| EQUITIES - MUTUAL FUNDS | $456,066 | $464,212 |
| FIXED INCOME - ETF FUNDS | $24,623 | $24,225 |
| FIXED INCOME - MUTUAL FUNDS | $435,574 | $433,915 |
| OTHER - MUTUAL FUNDS | $57,260 | $58,438 |
| EQUITIES - COMMON STOCKS | $34,017 | $83,879 |
| EQUITIES |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| STATE OF MICHIGAN FILING FEE | $20 | $20 |
| US DEPARTMENT OF TREASURY | $1,848 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $5,113 | Amt |
| Net Investment Income | $5,113 | NetInvestmentIncomeAmt |
Comments