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HUCKLE FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
HUCKLE FAMILY FOUNDATION (EIN 37-6474117)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-10-14
IRS object ID
202122879349100507
Schema version
2020v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-10-14T08:31:15-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

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 Begin2020-01-01TaxPeriodBeginDt

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 TitleTRUSTEEPersonTitleTxt
Phone8008391754PhoneNum
Signature2021-10-05SignatureDt
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)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$11,235,033FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,098,945ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$8,630InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$8,630InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$86,606DividendsRevAndExpnssAmt
Dividends Net Invst Incm$86,606DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$154,907NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,833,717GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,198,236CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,349,088TotalRevAndExpnssAmt
Total Net Invst Incm$1,293,472TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$13,550TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$30,240OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$30,240OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$43,790TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$30,240TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$646,200ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$646,200ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$689,990TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$676,440TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$659,098ExcessRevenueOverExpensesAmt
Net Investment Income$1,293,472NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,819,624SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,346,509SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,346,509SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$3,195,412CorporateStockBOYAmt
Corporate Stock EOY$4,327,625CorporateStockEOYAmt
Corporate Stock EOYFMV$9,888,524CorporateStockEOYFMVAmt
Total Assets BOY$5,015,036TotalAssetsBOYAmt
Total Assets EOY$5,674,134TotalAssetsEOYAmt
Total Assets EOYFMV$11,235,033TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$5,015,036RetainedEarningBOYAmt
Retained Earning EOY$5,674,134RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$5,015,036TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,674,134TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,015,036TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,674,134TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,015,036TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$659,098ExcessRevenueOverExpensesAmt
Subtotal$5,674,134SubtotalAmt
Tot Net Ast Or Fund Balances EOY$5,674,134TotNetAstOrFundBalancesEOYAmt

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$2,833,717GrossSalesPriceAmt
Cost Or Other Basis$1,635,481CostOrOtherBasisAmt
Gain Or Loss$1,198,236GainOrLossAmt
Gains Minus Excess Or Losses$1,198,236GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$1,198,236CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$17,979InvestmentIncomeExciseTaxAmt
Subtotal$17,979SubtotalAmt
Tax Based On Investment Income$17,979TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,200EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$12,780ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$17,980TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$1OverpaymentAmt
Applied To ES Tax$1AppliedToESTaxAmt

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$7,325,372AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,447,845AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$8,773,217TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$8,773,217AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$131,598CashDeemedCharitableAmt
Net Vl Noncharitable Assets$8,641,619NetVlNoncharitableAssetsAmt
Minimum Investment Return$432,081MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$432,081MinimumInvestmentReturnAmt
Tax Based On Investment Income$17,979TaxBasedOnInvestmentIncomeAmt
Total Tax$17,979TotalTaxAmt
Distributable Before Adj$414,102DistributableBeforeAdjAmt
Distributable Before Ded$414,102DistributableBeforeDedAmt
Distributable As Adjusted$414,102DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$676,440ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$676,440QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$676,440AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$414,102DistributableAsAdjustedAmt
Prior Year12018PriorYear1Yr
Prior Year22017PriorYear2Yr
Prior Year32016PriorYear3Yr
Excess Distribution Cyov Yr3$31,625ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$438,787ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$93,203ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$563,615TotalExcessDistributionCyovAmt
Qualifying Distributions$676,440QualifyingDistributionsAmt
Applied To Current Year$414,102AppliedToCurrentYearAmt
Remaining Distri From Corpus$262,338RemainingDistriFromCorpusAmt
Total Corpus$825,953TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$825,953ExcessDistriCyovToNextYrAmt
Excess From Year3$31,625ExcessFromYear3Amt
Excess From Year2$438,787ExcessFromYear2Amt
Excess From Year1$93,203ExcessFromYear1Amt
Excess From Current Year$262,338ExcessFromCurrentYearAmt
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 (15 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
CONSERVATION RESOURCE ALLIANCE
10850 E TRAVERSE HWY STE 1180TRAVERSE CITYMI49684N/APCRadical Interdependence Fund$4,000
EL GRUPO NORTE YOUTH CYCLING
PO BOX 781TRAVERSE CITYMI49685N/APCGeneral & Unrestricted$35,000
FOR LOVE OF WATER
153 1/2 E FRONT STTRAVERSE CITYMI49684N/APCLegal Director position Fund$30,000
GOODWILL INDUSTRIES OF NORTHERN MICHIGAN INC
2279 S AIRPORT RD WTRAVERSE CITYMI49684N/APCGeneral & Unrestricted$25,000
GRAND TRAVERSE REGIONAL COMMUNITY FOUNDATION
223 LAKE AVE STE BTRAVERSE CITYMI49684N/APCCampaign Fund$100,000
GRAND TRAVERSE REGIONAL COMMUNITY FOUNDATION
223 LAKE AVE STE BTRAVERSE CITYMI49684N/APCUrgent Needs Fund$10,000
GRAND TRAVERSE REGIONAL LAND CONSERVANCY
3860 N LONG LAKE RD SUITTRAVERSE CITYMI49684N/APCCampaign for Generations$233,000
GROUNDWORK CENTER FOR RESILIENT COMMUNITIES INC
148 E FRONT ST STE 301TRAVERSE CITYMI49684N/APCTransportation Project$50,000
HEART OF THE LAKES CENTER FOR LAND CONSERVATION PO
PO BOX 1128BAY CITYMI48706N/APCGeneral & Unrestricted$5,000
SOARING UNLIMITED
PO BOX 631HOLTMI48842N/APCExecutive Director Position Fund$10,000
SOARING UNLIMITED
PO BOX 631HOLTMI48842N/APCConsulting Services Fund$7,700
TRAVERSE AREA RECREATION & TRANSPORTATION TRAILS I
PO BOX 252TRAVERSE CITYMI49685N/APCThree Mile Trial conceptual plan Fund$50,000
TRAVERSE AREA RECREATION & TRANSPORTATION TRAILS I
PO BOX 252TRAVERSE CITYMI49685N/APCProject Manager Position Fund$25,000
TRAVERSE CITY CENTER OF ENTREPRENEURSHIP
10850 E TRAVERSE HWY STE 4400TRAVERSE CITYMI49684N/APCHealth Innovation Leader Fund$41,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$646,200TotalGrantOrContriPdDurYrAmt

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$8,630ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$86,606ExclusionAmt
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 Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$154,907ExclusionAmt
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$250,143ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$250,143TotalIncomeProducingActyAmt

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 ContributionNoncashContributionIndPerson ContributionPersonContributionInd
Bowman Martha Huckle
16218 Lower Shore DriveHarbor SpringsMI49740$244,742Yes (X)
Huckle Jim
26291 Peninsula DriveTraverse CityMI49686$699,367Yes (X)Yes (X)
Mittlestaedt Renee Huckle
36369 Peninsula DriveTraverse CityMI49686$154,836Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1FIDELITY NASDAQ COMPOSITE INDEX FNCMX, 1520.417 sh.$244,7422020-12-21
2FIDELITY NASDAQ COMPOSITE INDEX FNCMX, 3723.47 sh.$599,3672020-12-21
3FIDELITY NASDAQ COMPOSITE INDEX FNCMX, 961.896 sh.$154,8362020-12-21

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
FIDELITY 500 INDEX FUND$378,144$655,876
FIDELITY EXTENDED MARKET INDEX$1,444,632$1,763,687
FIDELITY NASDAQ COMPOSITE INDE$1,606,315$5,119,956
FIDELITY TOTAL MARKET INDEX FU$898,534$2,349,005

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$27,490$27,490
Foundation Dues & Memberships$2,750$2,750

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2020$5,200
990-PF Excise Tax for 2019$8,350

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