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HUCKLE FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
HUCKLE FAMILY FOUNDATION (EIN 37-6474117)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-08-30
IRS object ID
202202429349101155
Schema version
2021v4.2
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

FieldValueIRS element (for citing)
Return2022-08-30T12:38:57-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FOUNDATION SOURCEBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE HOLLOW LN STE 212AddressLine1Txt
CityLAKE SUCCESSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN376474117EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Jim and Diana Huckle Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlJIMABusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJIM HUCKLEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8008391754PhoneNum
Signature2022-08-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJIMPersonFirstNm
Person LastHUCKLEPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Additional Filer Information AdditionalFilerInformation

FieldValueIRS element (for citing)
Trusted CustomerTrustedCustomerGrp
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$14,025,581FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$974,358ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$522InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$522InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$109,888DividendsRevAndExpnssAmt
Dividends Net Invst Incm$109,888DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$945,174NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,600,070GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$946,146CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,029,942TotalRevAndExpnssAmt
Total Net Invst Incm$1,056,556TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$26,280TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$39,265OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$39,265OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$65,545TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$39,265TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$458,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$458,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$523,545TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$497,265TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,506,397ExcessRevenueOverExpensesAmt
Net Investment Income$1,056,556NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,346,509SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,040,447SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,040,447SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$4,327,625CorporateStockBOYAmt
Corporate Stock EOY$5,140,084CorporateStockEOYAmt
Corporate Stock EOYFMV$11,985,134CorporateStockEOYFMVAmt
Total Assets BOY$5,674,134TotalAssetsBOYAmt
Total Assets EOY$7,180,531TotalAssetsEOYAmt
Total Assets EOYFMV$14,025,581TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$5,674,134RetainedEarningBOYAmt
Retained Earning EOY$7,180,531RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$5,674,134TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,180,531TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,674,134TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,180,531TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,674,134TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,506,397ExcessRevenueOverExpensesAmt
Subtotal$7,180,531SubtotalAmt
Tot Net Ast Or Fund Balances EOY$7,180,531TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$2,600,070GrossSalesPriceAmt
Cost Or Other Basis$1,653,924CostOrOtherBasisAmt
Gain Or Loss$946,146GainOrLossAmt
Gains Minus Excess Or Losses$946,146GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$946,146CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$14,686InvestmentIncomeExciseTaxAmt
Subtotal$14,686SubtotalAmt
Tax Based On Investment Income$14,686TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$13,501EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$1,200ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$14,701TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$15OverpaymentAmt
Applied To ES Tax$15AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Martha Huckle Bowman
Foundation Source 501 Silverside RdWilmingtonDE198091377Trustee1.0$0$0$0
Diana Huckle
Foundation Source 501 Silverside RdWilmingtonDE198091377Trustee2.0$0$0$0
Jim Huckle
Foundation Source 501 Silverside RdWilmingtonDE198091377Trustee5.0$0$0$0
Renee Huckle Mittlestaedt
Foundation Source 501 Silverside RdWilmingtonDE198091377Trustee1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$12,059,429AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,221,806AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$13,281,235TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$13,281,235AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$199,219CashDeemedCharitableAmt
Net Vl Noncharitable Assets$13,082,016NetVlNoncharitableAssetsAmt
Minimum Investment Return$654,101MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$654,101MinimumInvestmentReturnAmt
Tax Based On Investment Income$14,686TaxBasedOnInvestmentIncomeAmt
Total Tax$14,686TotalTaxAmt
Distributable Before Adj$639,415DistributableBeforeAdjAmt
Distributable Before Ded$639,415DistributableBeforeDedAmt
Distributable As Adjusted$639,415DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$497,265ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$497,265QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$639,415DistributableAsAdjustedAmt
Prior Year12019PriorYear1Yr
Prior Year22018PriorYear2Yr
Prior Year32017PriorYear3Yr
Excess Distribution Cyov Yr4$31,625ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$438,787ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$93,203ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$262,338ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$825,953TotalExcessDistributionCyovAmt
Qualifying Distributions$497,265QualifyingDistributionsAmt
Applied To Current Year$497,265AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$142,150ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$142,150ExcessDistributionCyovAppCYAmt
Total Corpus$683,803TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$683,803ExcessDistriCyovToNextYrAmt
Excess From Year3$328,262ExcessFromYear3Amt
Excess From Year2$93,203ExcessFromYear2Amt
Excess From Year1$262,338ExcessFromYear1Amt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDiana HuckleContributingManagerNm
Contributing ManagerJim HuckleContributingManagerNm
Contributing ManagerMartha Huckle BowmanContributingManagerNm
Contributing ManagerRenee Huckle MittlestaedtContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BIG BROTHERS BIG SISTERS OF NORTHWESTERN MICHIGAN
900 E FRONT STTRAVERSE CITYMI49686N/APCmentoring Specialist position fund$20,000
DISCOVERY CENTER GREAT LAKES
13170 S WEST BAY SHORE DR NOTRAVERSE CITYMI49684N/APCDiscovery Pier capital improvement funds$50,000
EL GRUPO NORTE YOUTH CYCLING
PO BOX 781TRAVERSE CITYMI49685N/APCGeneral & Unrestricted$35,000
FOR LOVE OF WATER
440 W FRONT ST STE 100TRAVERSE CITYMI49684N/APCLegal Director position fund$29,000
GENERATIONS AHEAD
3962 3 MILE RD NTRAVERSE CITYMI49686N/APCfunds for hiring a second social worker$10,000
GRAND TRAVERSE REGIONAL COMMUNITY FOUNDATION
223 LAKE AVE STE BTRAVERSE CITYMI49684N/APCGeneral & Unrestricted$2,500
GRAND TRAVERSE REGIONAL COMMUNITY FOUNDATION
223 LAKE AVE STE BTRAVERSE CITYMI49684N/APCThree year campaign$100,000
GRAND TRAVERSE REGIONAL COMMUNITY FOUNDATION
223 LAKE AVE STE BTRAVERSE CITYMI49684N/APCGrand Traverse Area Local Journalism Fund$10,000
GRAND TRAVERSE REGIONAL LAND CONSERVANCY
3860 N LONG LAKE ROAD SUITTRAVERSE CITYMI49684N/APCPyatt Lake preserve expansion fund$50,000
GRASS RIVER NATURAL AREA INC
PO BOX 231BELLAIREMI49615N/APCBoardwalk replacement and expansion fund$30,000
HEART OF THE LAKES CENTER FOR LAND CONSERVATION PO
PO BOX 1128BAY CITYMI48706N/APCGeneral & Unrestricted$5,000
JUSTICE FOR OUR NEIGHBORS - MICHIGAN
207 FULTON ST E 3101GRAND RAPIDSMI49503N/APCExpansion of immigration legal services$30,000
PADDLE ANTRIM
PO BOX 323ELK RAPIDSMI49629N/APCElk Rapids Rotary Park Kayak Launch$30,000
SOARING UNLIMITED
PO BOX 631HOLTMI48842N/APCNutrition Program$5,000
SOARING UNLIMITED
PO BOX 631HOLTMI48842N/APCthree years Executive Director's salary fund$10,000
TRAVERSE CITY CENTER OF ENTREPRENEURSHIP
10850 E TRAVERSE HWY STE 4400TRAVERSE CITYMI49684N/APCfunds for a health innovation leader salary who will be tasked with creating a health innovation ecosystem in Traverse City, Michigan, for three years beginning October 2019 and ending September 2022$41,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$458,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$522ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$109,888ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$945,174ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,055,584ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,055,584TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionInd
Bowman Martha Huckle
16218 Lower Shore DriveHarbor SpringsMI49740$238,717Yes (X)
Huckle Jim
26291 Peninsula DriveTraverse CityMI49686$584,613Yes (X)
Mittelstaedt Renee
36369 Peninsula DriveTraverse CityMI49686$151,025Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1FIDELITY TOTAL MARKET INDEX FUND FSKAX, 2204.625 sh.$238,7172021-01-27
2FIDELITY TOTAL MARKET INDEX FUND FSKAX, 5399.082 sh.$584,6132021-01-27
3FIDELITY TOTAL MARKET INDEX FUND FSKAX, 1394.763 sh.$151,0252021-01-27

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
FIDELITY 500 INDEX FUND$378,144$832,983
FIDELITY EXTENDED MARKET INDEX$1,444,632$1,842,491
FIDELITY NASDAQ COMPOSITE INDE$1,444,421$5,188,560
FIDELITY TOTAL MARKET INDEX FU$1,872,887$4,121,100

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$35,465$35,465
Foundation Dues & Memberships$3,800$3,800

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2021$13,500
990-PF Extension for 2020$12,780

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