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HUCKLE FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
HUCKLE FAMILY FOUNDATION (EIN 37-6474117)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-07-31
IRS object ID
202522129349101102
Schema version
2024v5.2
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)
Return2025-07-31T07:25:11-04:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13333 New Hyde Park Rd Ste 406AddressLine1Txt
CityNew Hyde ParkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

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)
PersonJames HucklePersonNm
Person TitleTrusteePersonTitleTxt
Phone8008391754PhoneNum
Signature2025-07-24SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$14,079,263FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$85,000InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$85,000InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$110,781DividendsRevAndExpnssAmt
Dividends Net Invst Incm$110,781DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$195,781TotalRevAndExpnssAmt
Total Net Invst Incm$195,781TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$2,931TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$41,979OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$41,979OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$44,910TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$41,979TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$897,859ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$897,859ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$942,769TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$939,838TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$746,988ExcessRevenueOverExpensesAmt
Net Investment Income$195,781NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$2,376,871SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,629,883SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,629,883SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$3,695,452CorporateStockBOYAmt
Corporate Stock EOY$3,695,452CorporateStockEOYAmt
Corporate Stock EOYFMV$12,449,380CorporateStockEOYFMVAmt
Total Assets BOY$6,072,323TotalAssetsBOYAmt
Total Assets EOY$5,325,335TotalAssetsEOYAmt
Total Assets EOYFMV$14,079,263TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$6,072,323RetainedEarningBOYAmt
Retained Earning EOY$5,325,335RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$6,072,323TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,325,335TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,072,323TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,325,335TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,072,323TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$746,988ExcessRevenueOverExpensesAmt
Subtotal$5,325,335SubtotalAmt
Tot Net Ast Or Fund Balances EOY$5,325,335TotNetAstOrFundBalancesEOYAmt
FieldValueIRS element (for citing)
Cap Gains Loss Tx Invst Incm DetailCapGainsLossTxInvstIncmDetail

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,721InvestmentIncomeExciseTaxAmt
Subtotal$2,721SubtotalAmt
Tax Based On Investment Income$2,721TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,600EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$1,200ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$2,800TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$79OverpaymentAmt
Applied To ES Tax$79AppliedToESTaxAmt

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

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$11,391,701AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,759,592AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$13,151,293TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$13,151,293AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$197,269CashDeemedCharitableAmt
Net Vl Noncharitable Assets$12,954,024NetVlNoncharitableAssetsAmt
Minimum Investment Return$647,701MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$647,701MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,721TaxBasedOnInvestmentIncomeAmt
Total Tax$2,721TotalTaxAmt
Distributable Before Adj$644,980DistributableBeforeAdjAmt
Distributable Before Ded$644,980DistributableBeforeDedAmt
Distributable As Adjusted$644,980DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$939,838ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$939,838QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$644,980DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$93,203ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$262,338ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$21,509ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$416,237ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$793,287TotalExcessDistributionCyovAmt
Qualifying Distributions$939,838QualifyingDistributionsAmt
Applied To Current Year$644,980AppliedToCurrentYearAmt
Remaining Distri From Corpus$294,858RemainingDistriFromCorpusAmt
Total Corpus$1,088,145TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$93,203ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$994,942ExcessDistriCyovToNextYrAmt
Excess From Year4$262,338ExcessFromYear4Amt
Excess From Year2$21,509ExcessFromYear2Amt
Excess From Year1$416,237ExcessFromYear1Amt
Excess From Current Year$294,858ExcessFromCurrentYearAmt
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 (10 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/APCCONSULTING SERVICE FUND$48,500
GOODWILL INDUSTRIES OF NORTHERN MICHIGAN INC
2279 S AIRPORT RD WTRAVERSE CITYMI49684N/APCBringing It Home Campaign for housing and food security$200,000
GRAND TRAVERSE REGIONAL COMMUNITY FOUNDATION
800 COTTAGEVIEW DR STE 1040TRAVERSE CITYMI49684N/APCCommunity Development Fund$10,000
GRAND TRAVERSE REGIONAL COMMUNITY FOUNDATION
800 COTTAGEVIEW DR STE 1040TRAVERSE CITYMI49684N/APCNew Office Fund$60,000
GRAND TRAVERSE REGIONAL LAND CONSERVANCY
2846 3 MILE RD NTRAVERSE CITYMI49686N/APCPelizzari Natural Area addition FUND$16,500
MICHIGAN STATE UNIVERSITY
149 E CORUNNA AVECORUNNAMI48817N/APCThe Malawi Project Fund$50,000
SOARING UNLIMITED
PO BOX 631HOLTMI48842N/APCCapacity Building Services, Consulting, and Technology$19,525
THE GRAND TRAVERSE BAY YOUNG MENS CHRISTIAN ASSOCI
3700 SILVER LAKE RDTRAVERSE CITYMI49684N/APCCapital Campaign$333,334
TRAVERSE AREA RECREATION & TRANSPORTATION TRAILS I
148 E FRONT ST STE 201TRAVERSE CITYMI49684N/APCThree Mile Trail extension engineering FUND$150,000
WARM HEARTS FOUNDATION
PO BOX 888634GRAND RAPIDSMI49588N/APCgirls hostel project$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$897,859TotalGrantOrContriPdDurYrAmt

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$85,000ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$110,781ExclusionAmt
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 InvntryGainSalesAstOthThanInvntryGrp
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$195,781ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$195,781TotalIncomeProducingActyAmt

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

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
FIDELITY 500 INDEX FUND$378,144$1,028,834
FIDELITY NASDAQ COMPOSITE INDE$1,444,421$6,452,615
FIDELITY TOTAL MARKET INDEX FU$1,872,887$4,967,931

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$37,929$37,929
Foundation Dues & Memberships$4,050$4,050

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2024$1,600
990-PF Excise Tax for 2023$1,331

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