2021-10-14T08:31:15-05:00 2020-12-31 FOUNDATION SOURCE ONE HOLLOW LN STE 212 LAKE SUCCESS NY 11042 990PF 2020-01-01 376474117 Jim and Diana Huckle Family Foundation % Foundation Source JIMA 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 JIM HUCKLE TRUSTEE 8008391754 2021-10-05 true JIM HUCKLE 999009999 Jeffrey D Haskell P01345770 8008391754 2020 2022-09-23 18:48:47Z X 11235033 X 1098945 8630 8630 86606 86606 154907 2833717 1198236 1349088 1293472 0 13550 30240 30240 43790 0 30240 646200 646200 689990 0 676440 659098 1293472 1819624 1346509 1346509 3195412 4327625 9888524 5015036 5674134 11235033 0 0 X 5015036 5674134 5015036 5674134 5015036 5674134 5015036 659098 5674134 5674134 Publicly-traded Securities 2833717 1635481 1198236 1198236 1198236 17979 17979 17979 5200 0 12780 17980 X 1 1 false false false false false false false true true MI true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false false false false false false false false false false false false false false false false false false Martha Huckle Bowman Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 0 0 0 Diana Huckle Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 2.0 0 0 0 Jim Huckle Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 5.0 0 0 0 Renee Huckle Mittlestaedt Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 0 0 0 7325372 1447845 0 8773217 0 8773217 131598 8641619 432081 432081 17979 17979 414102 414102 414102 676440 0 0 0 0 676440 0 676440 414102 2018 2017 2016 31625 438787 93203 563615 676440 414102 262338 825953 0 825953 31625 438787 93203 262338 Diana Huckle Jim Huckle Martha Huckle Bowman Renee Huckle Mittlestaedt X BIG BROTHERS BIG SISTERS OF NORTHWESTERN MICHIGAN 900 E FRONT ST TRAVERSE CITY MI 49686 N/A PC Mentoring Specialist Position Fund 20000 CONSERVATION RESOURCE ALLIANCE 10850 E TRAVERSE HWY STE 1180 TRAVERSE CITY MI 49684 N/A PC Radical Interdependence Fund 4000 EL GRUPO NORTE YOUTH CYCLING PO BOX 781 TRAVERSE CITY MI 49685 N/A PC General & Unrestricted 35000 FOR LOVE OF WATER 153 1/2 E FRONT ST TRAVERSE CITY MI 49684 N/A PC Legal Director position Fund 30000 GOODWILL INDUSTRIES OF NORTHERN MICHIGAN INC 2279 S AIRPORT RD W TRAVERSE CITY MI 49684 N/A PC General & Unrestricted 25000 GRAND TRAVERSE REGIONAL COMMUNITY FOUNDATION 223 LAKE AVE STE B TRAVERSE CITY MI 49684 N/A PC Campaign Fund 100000 GRAND TRAVERSE REGIONAL COMMUNITY FOUNDATION 223 LAKE AVE STE B TRAVERSE CITY MI 49684 N/A PC Urgent Needs Fund 10000 GRAND TRAVERSE REGIONAL LAND CONSERVANCY 3860 N LONG LAKE RD SUIT TRAVERSE CITY MI 49684 N/A PC Campaign for Generations 233000 GROUNDWORK CENTER FOR RESILIENT COMMUNITIES INC 148 E FRONT ST STE 301 TRAVERSE CITY MI 49684 N/A PC Transportation Project 50000 HEART OF THE LAKES CENTER FOR LAND CONSERVATION PO PO BOX 1128 BAY CITY MI 48706 N/A PC General & Unrestricted 5000 SOARING UNLIMITED PO BOX 631 HOLT MI 48842 N/A PC Executive Director Position Fund 10000 SOARING UNLIMITED PO BOX 631 HOLT MI 48842 N/A PC Consulting Services Fund 7700 TRAVERSE AREA RECREATION & TRANSPORTATION TRAILS I PO BOX 252 TRAVERSE CITY MI 49685 N/A PC Three Mile Trial conceptual plan Fund 50000 TRAVERSE AREA RECREATION & TRANSPORTATION TRAILS I PO BOX 252 TRAVERSE CITY MI 49685 N/A PC Project Manager Position Fund 25000 TRAVERSE CITY CENTER OF ENTREPRENEURSHIP 10850 E TRAVERSE HWY STE 4400 TRAVERSE CITY MI 49684 N/A PC Health Innovation Leader Fund 41500 646200 14 8630 14 86606 18 154907 250143 250143 false false false false false false false false false false X X 1 Bowman Martha Huckle 6218 Lower Shore Drive Harbor Springs MI 49740 244742 X 2 Huckle Jim 6291 Peninsula Drive Traverse City MI 49686 699367 X X 3 Mittlestaedt Renee Huckle 6369 Peninsula Drive Traverse City MI 49686 154836 X 1 FIDELITY NASDAQ COMPOSITE INDEX FNCMX, 1520.417 sh. 244742 2020-12-21 2 FIDELITY NASDAQ COMPOSITE INDEX FNCMX, 3723.47 sh. 599367 2020-12-21 3 FIDELITY NASDAQ COMPOSITE INDEX FNCMX, 961.896 sh. 154836 2020-12-21 FIDELITY 500 INDEX FUND 378144 655876 FIDELITY EXTENDED MARKET INDEX 1444632 1763687 FIDELITY NASDAQ COMPOSITE INDE 1606315 5119956 FIDELITY TOTAL MARKET INDEX FU 898534 2349005 Administrative Fees 27490 27490 Foundation Dues & Memberships 2750 2750 990-PF Estimated Tax for 2020 5200 990-PF Excise Tax for 2019 8350