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KEGLEY FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
KEGLEY FAMILY FOUNDATION (EIN 82-5449374)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-03-08
IRS object ID
202120679349100117
Schema version
2020v4.0
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

FieldValueIRS element (for citing)
Return2021-03-08T15:18:32-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN383133790PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ANDREWS HOOPER PAVLIK PLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line129229 NORTHWESTERN HWYAddressLine1Txt
CitySOUTHFIELDCityNm
State AbbreviationMIStateAbbreviationCd
ZIP480341024ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN825449374EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KEGLEY FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKEGLBusinessNameControlTxt
Phone2488932300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19301 ROLLING RIDGEAddressLine1Txt
CityTRAVERSE CITYCityNm
State AbbreviationMIStateAbbreviationCd
ZIP49686ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDONALD R KEGLEY JRPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2488932300PhoneNum
Signature2021-02-16SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDONALD RPersonFirstNm
Person LastKEGLEY JRPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGEORGE W SMITH IVPreparerPersonNm
PTINP00654680PTIN
Phone2483543177PhoneNum
Preparation2021-03-08PreparationDt
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$381,273FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$271,848ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$3,117DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,689DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$82,178NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$228,683GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$82,178CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$357,143TotalRevAndExpnssAmt
Total Net Invst Incm$84,867TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,945AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$973AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$972AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$227OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$20OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,172TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$973TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$992TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$27,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$27,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$29,672TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$973TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$28,492TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$327,471ExcessRevenueOverExpensesAmt
Net Investment Income$83,894NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$80,571SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$332,700SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$332,700SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$34,506CorporateStockBOYAmt
Corporate Stock EOY$37,559CorporateStockEOYAmt
Corporate Stock EOYFMV$48,573CorporateStockEOYFMVAmt
Total Assets BOY$115,077TotalAssetsBOYAmt
Total Assets EOY$370,259TotalAssetsEOYAmt
Total Assets EOYFMV$381,273TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$115,077NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$370,259NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$115,077TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$370,259TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$115,077TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$370,259TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$115,077TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$327,471ExcessRevenueOverExpensesAmt
Subtotal$442,548SubtotalAmt
Other Decreases$72,289OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$370,259TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertySALE OF INVESTMENTSPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$228,683GrossSalesPriceAmt
Cost Or Other Basis$146,505CostOrOtherBasisAmt
Gain Or Loss$82,178GainOrLossAmt
Gains Minus Excess Or Losses$82,178GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$82,178CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$82,178NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,166InvestmentIncomeExciseTaxAmt
Subtotal$1,166SubtotalAmt
Tax Based On Investment Income$1,166TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$4EsPenaltyAmt
Tax Due$1,170TaxDueAmt

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
Website AddressN/AWebsiteAddressTxt
Individual With BooksDONALD R KEGLEY JRIndividualWithBooksNm
Phone2488932300PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line19301 ROLLING RIDGEAddressLine1Txt
CityTRAVERSE CITYCityNm
State AbbreviationMIStateAbbreviationCd
ZIP49686ZIPCd
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
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 (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DONALD R KEGLEY JR
9301 ROLLING RIDGETRAVERSE CITYMI49686PRESIDENT2.00$0$0$0
PAMELA A KEGLEY
9301 ROLLING RIDGETRAVERSE CITYMI49686VICE PRES.2.00$0$0$0
BRAIN T KEGLEY
9301 ROLLING RIDGETRAVERSE CITYMI49686TREASURER000.00$0$0$0
LAURA A PEPLINSKI
9301 ROLLING RIDGETRAVERSE CITYMI49686SECRETARY000.00$0$0$0
JASON R KEGLEY
9301 ROLLING RIDGETRAVERSE CITYMI49686ASST. SECR.000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$190,629AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$69,182AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$259,811TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$259,811AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,897CashDeemedCharitableAmt
Net Vl Noncharitable Assets$255,914NetVlNoncharitableAssetsAmt
Minimum Investment Return$12,796MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$12,796MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,166TaxBasedOnInvestmentIncomeAmt
Total Tax$1,166TotalTaxAmt
Distributable Before Adj$11,630DistributableBeforeAdjAmt
Distributable Before Ded$11,630DistributableBeforeDedAmt
Distributable As Adjusted$11,630DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$28,492ExpensesAndContributionsAmt
Qualifying Distributions$28,492QualifyingDistributionsAmt
Adjusted Qualifying Distri$28,492AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$11,630DistributableAsAdjustedAmt
Undistributed Income PY$2,972UndistributedIncomePYAmt
Excess Distribution Cyov Yr1$31,890ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$31,890TotalExcessDistributionCyovAmt
Qualifying Distributions$28,492QualifyingDistributionsAmt
Applied To Year1$2,972AppliedToYear1Amt
Applied To Current Year$11,630AppliedToCurrentYearAmt
Remaining Distri From Corpus$13,890RemainingDistriFromCorpusAmt
Total Corpus$45,780TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$45,780ExcessDistriCyovToNextYrAmt
Excess From Year1$31,890ExcessFromYear1Amt
Excess From Current Year$13,890ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDONALD R PAMELA A KEGLEYContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CARE HOUSE
44765 WOODWARD AVEPONTIACMI48341N/APCPREVENT CHILD ABUSE$5,000
JOAN ROSE FOUNDATION
432 S WASHINTON NO1703ROYAL OAKMI48067N/APCCHILDRENS EDUCATION$5,000
HILLSDALE COLLEGE
33 E COLLEGE STHILLSDALEMI49242N/APCOPERATIONS$10,000
FIRST STEP
44567 PINETREE DRPLYMOUTHMI48170N/APCPREVENT DOMESTIC VIOLENCE$7,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$27,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,117ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$82,178ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$85,295ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$85,295TotalIncomeProducingActyAmt

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 (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionIndAddress Line2ContributorUSAddress/AddressLine2TxtPerson ContributionPersonContributionInd
DONALD R PAMELA A KEGLEY
19301 ROLLING RIDGETRAVERSE CITYMI49686$221,848Yes (X)
CUNNINGHAM LIMP DEVELOPMENT COMPANY
228970 CABOT DRIVENOVIMI48377$50,000SUITE 100Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1177 SHS VANGUARD S& P 500$59,2972020-12-14
1PHOENIX AZ CIVIC BOND$112,9512020-07-28
132 SHS WELLS FARGO$49,6002020-02-24

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$1,945Amt
Net Investment Income$973NetInvestmentIncomeAmt
Disbursements Charitable Prps$972DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ACAP STRATEGIC FUND
WELLS FARGO$37,559$48,573

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescADJUST CONTRIBUTION TO CARRYOVER BASIS VALUEDesc
Amt$72,289Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
STATE OF MICHIGAN FILING FEE$20$20
US DEPARTMENT OF TREASURY$207

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