MIKE AND SHARON SEELYE FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MIKE AND SHARON SEELYE FAMILY FOUNDATION (EIN 20-0488026)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-02-11
- IRS object ID
- 202040429349100214
- Schema version
- 2018v3.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-02-11T16:49:08-06:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381357951 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 TRADE CENTRE WAY STE 300 | AddressLine1Txt |
| City | PORTAGE | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200488026 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MIKE AND SHARON SEELYE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MIKE | BusinessNameControlTxt |
| Phone | 2693753820 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3820 STADIUM DRIVE | AddressLine1Txt |
| City | KALAMAZOO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49008 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL SEELYE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2693753820 | PhoneNum |
| Signature | 2020-02-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JASON J DURANT CPA | PreparerPersonNm |
| PTIN | P00286749 | PTIN |
| Phone | 2695674500 | PhoneNum |
| Preparation | 2020-02-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $273,179 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $63,988 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $104 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $104 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $8,414 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,414 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $65 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,442 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $65 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $72,571 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,583 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,640 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,760 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $75 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $50 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,475 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,665 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,810 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $77,588 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $77,588 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $82,063 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,665 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $79,398 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$9,492 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,918 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $9,490 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $371 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $371 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $108 | AcctRcvblAmt |
| Acct Rcvbl BOY | $394 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $108 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $108 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $134,577 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $144,490 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $132,208 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $152,637 | OtherAssetsBOYAmt |
| Other Assets EOY | $142,637 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $140,492 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $297,098 | TotalAssetsBOYAmt |
| Total Assets EOY | $287,606 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $273,179 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $297,098 | RetainedEarningBOYAmt |
| Retained Earning EOY | $287,606 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $297,098 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $287,606 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $297,098 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $287,606 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $297,098 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$9,492 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $287,606 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $287,606 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| PIMCO INCOME FUND CLASS A | P | 2019-05-31 | $4,969 | $4,863 | $106 | $106 | |
| EATON VANCE FLOATING-RATE ADVANTAGE FD CLASS C | P | 2019-06-24 | $1,473 | $1,514 | -$41 | -$41 | 2018-11-27 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $65 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $60,604 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $299,962 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.202039 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $58,437 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $299,579 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.195064 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $45,544 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $298,725 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.152461 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $53,008 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $334,923 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.158269 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $33,911 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $333,929 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.101552 | DistributionYr5Rt |
| Total Distribution | 0.809385 | TotalDistributionRt |
| Average Distribution | 0.161877 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $286,101 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $46,313 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $59 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $46,372 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $79,398 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $59 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $59 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $59 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $280 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $280 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $221 | OverpaymentAmt |
| Applied To ES Tax | $221 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MICHAEL N SEELYE | IndividualWithBooksNm |
| Phone | 2693753820 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3820 STADIUM DRIVE | AddressLine1Txt |
| City | KALAMAZOO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49008 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MICHAEL N SEELYE | ||||||||
| 3820 STADIUM DRIVE | KALAMAZOO | MI | 49008 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| SHARON K SEELYE | ||||||||
| 3820 STADIUM DRIVE | KALAMAZOO | MI | 49008 | VP/SECRETARY/TREASURER | 0.00 | $0 | $0 | $0 |
| MICHAEL T SEELYE | ||||||||
| 3820 STADIUM DRIVE | KALAMAZOO | MI | 49008 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| MICHELLE N SEELYE DRUCKER | ||||||||
| 3820 STADIUM DRIVE | KALAMAZOO | MI | 49008 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| MAURI E SEELYE VANDENBERG | ||||||||
| 3820 STADIUM DRIVE | KALAMAZOO | MI | 49008 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| LINDSEY M SEELYE | ||||||||
| 3820 STADIUM DRIVE | KALAMAZOO | MI | 49008 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| BENJAMIN J DRUCKER | ||||||||
| 3820 STADIUM DRIVE | KALAMAZOO | MI | 49008 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| CHAD V VANDENBERG | ||||||||
| 3820 STADIUM DRIVE | KALAMAZOO | MI | 49008 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $277,620 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,838 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $290,458 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $290,458 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,357 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $286,101 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $14,305 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $14,305 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $59 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $59 | TotalTaxAmt |
| Distributable Before Adj | $14,246 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $14,246 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $14,246 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $79,398 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $79,398 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $59 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $79,339 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $14,246 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $17,593 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $36,436 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $30,770 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $43,514 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $45,674 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $173,987 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $79,398 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $14,246 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $65,152 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $239,139 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $17,593 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $221,546 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $36,436 | ExcessFromYear4Amt |
| Excess From Year3 | $30,770 | ExcessFromYear3Amt |
| Excess From Year2 | $43,514 | ExcessFromYear2Amt |
| Excess From Year1 | $45,674 | ExcessFromYear1Amt |
| Excess From Current Year | $65,152 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MICHAEL N SEELYE | ContributingManagerNm |
| Contributing Manager | SHARON K SEELYE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ANIMAL'S BEST FRIEND FUND INC | ||||||
| PO BOX 443 | OSHTEMO | MI | 49007 | PUBLIC | GENERAL SUPPORT | $500 |
| BOYS AND GIRLS CLUBS OF GREATER KALAMAZOO | ||||||
| 915 LAKE STREET | KALAMAZOO | MI | 49001 | PUBLIC | GENERAL SUPPORT | $1,000 |
| BRONSON HEALTH FOUNDATION | ||||||
| 301 JOHN STREET BOX C | KALAMAZOO | MI | 49007 | PUBLIC | GOOD NEIGHBOR ANNUAL APPEAL - CHILDREN'S HOSPITAL FUND | $2,000 |
| BRONSON HEALTH FOUNDATION | ||||||
| 301 JOHN STREET BOX C | KALAMAZOO | MI | 49007 | PUBLIC | ALZHEIMER'S AND DEMENTIA TREATMENT FUND | $1,000 |
| COMMUNITIES IN SCHOOLS - KALAMAZOO | ||||||
| 125 WEST EXCHANGE PLACE | KALAMAZOO | MI | 49007 | PUBLIC | GENERAL SUPPORT | $600 |
| COMMUNITY HEALING CENTERS | ||||||
| 2615 STADIUM DRIVE | KALAMAZOO | MI | 49008 | PUBLIC | BRONZE SPONSORSHIP FOR ROOF SIT | $1,000 |
| COMMUNITY HEALING CENTERS | ||||||
| 2615 STADIUM DRIVE | KALAMAZOO | MI | 49008 | PUBLIC | ROOF SIT | $4,000 |
| COMMUNITY HEALING CENTERS | ||||||
| 2615 STADIUM DRIVE | KALAMAZOO | MI | 49008 | PUBLIC | COPPER SPONSORSHIP FOR "SERVE FOR KIDS" | $500 |
| CPL CHRISTOPHER KELLY WILLIS FOUNDATION | ||||||
| 491 WEST SOUTH STREET | KALAMAZOO | MI | 49007 | PUBLIC | SPONSORSHIP FOR 2019 WARRIOR RIDE | $2,000 |
| CRAYONS4KIDS - CHILDREN'S HOSPITAL AT BRONSON | ||||||
| 601 JOHN STREET M-351 | KALAMAZOO | MI | 49007 | PUBLIC | SPONSORSHIP OF BENEFIT CONCERT 2019 | $2,000 |
| FAMILY AND CHILDREN SERVICES | ||||||
| 1608 LAKE ST | KALAMAZOO | MI | 49001 | PUBLIC | HANDLE WITH CARE ANNUAL FUND | $500 |
| FIRST DAY SHOE FUND | ||||||
| PO BOX 2751 | KALAMAZOO | MI | 49003 | PUBLIC | SPONSORSHIP OF THE SHOE DISTRIBUTION FALL OF 2019 | $1,500 |
| GENEROUS HANDS INC | ||||||
| PO BOX 313 | VICKSBURG | MI | 49047 | PUBLIC | GENERAL SUPPORT | $10,500 |
| GREAT LAKES BURN CAMP | ||||||
| PO BOX 6189 | JACKSON | MI | 49204 | PUBLIC | GENERAL SUPPORT | $1,500 |
| GRYPHON PLACE | ||||||
| 3245 SOUTH 8TH STREET | KALAMAZOO | MI | 49009 | PUBLIC | SPONSORSHIP FOR SUICIDE PREVENTION MONTH 2019 | $500 |
| HOSPICE CARE OF SOUTHWEST MICHIGAN | ||||||
| 222 NORTH KALAMAZOO MALL SUITE 100 | KALAMAZOO | MI | 49007 | PUBLIC | GENERAL SUPPORT | $1,000 |
| HOSPITAL HOSPITALITY HOUSE OF SOUTHWEST MICHIGAN | ||||||
| 527 WEST SOUTH STREET | KALAMAZOO | MI | 49007 | PUBLIC | SPONSORSHIP OF "TOAST IN SOUTH TOWN" | $1,000 |
| JUNIOR LEAGUE OF KALAMAZOO | ||||||
| 5047 WEST MAIN STREET 260 | KALAMAZOO | MI | 49009 | PUBLIC | ANNUAL FUND | $1,000 |
| JUNIOR LEAGUE OF KALAMAZOO | ||||||
| 5047 WEST MAIN STREET 260 | KALAMAZOO | MI | 49009 | PUBLIC | SPONSORSHIP OF "TOUCH-A-TRUCK" | $500 |
| KALAMAZOO CIVIC THEATRE | ||||||
| 329 SOUTH PARK STREET | KALAMAZOO | MI | 49007 | PUBLIC | ANNUAL HOLIDAY FUNDRAISER | $1,000 |
| KALAMAZOO CIVIC THEATRE | ||||||
| 329 SOUTH PARK STREET | KALAMAZOO | MI | 49007 | PUBLIC | YOUTH THEATRE ACADEMY "SHAKESPEARE ON THE STREET OUTREACH PROGRAM" ACADEMY OF THEATRE ARTS SCHOLARSHIP FUND | $1,500 |
| KALAMAZOO CIVIC THEATRE | ||||||
| 329 SOUTH PARK STREET | KALAMAZOO | MI | 49007 | PUBLIC | GENERAL SUPPORT | $2,588 |
| KALAMAZOO COMMUNITY FOUNDATION | ||||||
| 402 EAST MICHIGAN AVENUE | KALAMAZOO | MI | 49007 | PUBLIC | DAVID BRAGANINI BE NICE. MEMORIAL FUND | $3,100 |
| KALAMAZOO COMMUNITY FOUNDATION | ||||||
| 402 EAST MICHIGAN AVENUE | KALAMAZOO | MI | 49007 | PUBLIC | JOHN HILLIARD ENDOWMENT FUND FOR LENDING HANDS OF MICHIGAN, INC. | $1,000 |
| KALAMAZOO GOSPEL MISSION | ||||||
| 448 NORTH BURDICK STREET | KALAMAZOO | MI | 49007 | PUBLIC | GENERAL SUPPORT | $1,000 |
| KALAMAZOO HUMANE SOCIETY | ||||||
| 4239 SOUTH WESTNEDGE AVENUE | KALAMAZOO | MI | 49008 | PUBLIC | GENERAL SUPPORT | $1,000 |
| KALAMAZOO LOAVES AND FISHES | ||||||
| 901 PORTAGE STREET | KALAMAZOO | MI | 49001 | PUBLIC | GENERAL SUPPORT | $1,250 |
| KALAMAZOO VALLEY HABITAT FOR HUMANITY | ||||||
| 1126 GULL ROAD | KALAMAZOO | MI | 49048 | PUBLIC | GENERAL SUPPORT | $500 |
| LAKESIDE FOR CHILDREN FOUNDATION | ||||||
| 3921 OAKLAND DRIVE | KALAMAZOO | MI | 49008 | PUBLIC | GENERAL SUPPORT | $600 |
| MATTAWAN CONSOLIDATED SCHOOLS | ||||||
| 56720 MURRAY STREET | MATTAWAN | MI | 49071 | PUBLIC | FLAGSHIP SPONSORSHIP FOR WALK-A-THON 2019 | $1,500 |
| MATTAWAN FOOD PACKS | ||||||
| PO BOX 155 | MATTAWAN | MI | 49071 | PUBLIC | GENERAL SUPPORT | $10,500 |
| MATTAWAN LATER ELEMENTARY SCHOOL | ||||||
| 56720 MURRAY STREET | MATTAWAN | MI | 49071 | PUBLIC | MUSIC NEEDS FOR MRS. MROZEK AND TARA FLETCHER | $1,300 |
| MATTAWAN PUBLIC EDUCATION FOUNDATION | ||||||
| 56720 MURRAY STREET | MATTAWAN | MI | 49071 | PUBLIC | SPONSORSHIP OF FOUR STUDENTS ATTENDING THE HIGH SCHOOL CATALYST UNIVERSITY EVENT | $1,200 |
| MATTAWAN PUBLIC EDUCATION FOUNDATION | ||||||
| 56720 MURRAY STREET | MATTAWAN | MI | 49071 | PUBLIC | 2019 HIGH SCHOOL MEDIA CENTER RENOVATION PROJECT | $1,000 |
| MENTAL HEALTH FOUNDATION OF WEST MICHIGAN | ||||||
| 349 DIVISION AVENUE SOUTH | GRAND RAPIDS | MI | 49503 | PUBLIC | "BE NICE" PROGRAM | $1,000 |
| MINISTRY WITH COMMUNITY | ||||||
| PO BOX 51777 | KALAMAZOO | MI | 49005 | PUBLIC | GENERAL SUPPORT | $1,350 |
| OPEN DOORS - KALAMAZOO | ||||||
| PO BOX 50102 | KALAMAZOO | MI | 49005 | PUBLIC | GENERAL SUPPORT | $600 |
| PET RESOURCE NETWORK INC | ||||||
| PO BOX 336 | OTSEGO | MI | 49078 | PUBLIC | GENERAL SUPPORT | $1,000 |
| PORTAGE COMMUNITY CENTER | ||||||
| 325 EAST CENTRE AVE | PORTAGE | MI | 49002 | PUBLIC | GENERAL SUPPORT | $500 |
| PRETTY LAKE VACATION CAMP | ||||||
| 9123 WEST Q AVENUE | MATTAWAN | MI | 49071 | PUBLIC | GENERAL SUPPORT | $1,500 |
| PREVENTION WORKS | ||||||
| 611 WHITCOMB SUITE A | KALAMAZOO | MI | 49008 | PUBLIC | "BETTER TOOLS BRIGHTER FUTURES" CAPITAL CAMPAIGN | $1,000 |
| READ AND WRITE KALAMAZOO | ||||||
| 802 SOUTH WESTNEDGE AVENUE | KALAMAZOO | MI | 49008 | PUBLIC | GENERAL SUPPORT | $1,000 |
| SPCA OF SOUTHWEST MICHIGAN | ||||||
| 6955 WEST KL AVENUE | KALAMAZOO | MI | 49009 | PUBLIC | IN MEMORY OF CHRISSIE KAUSRUD | $2,500 |
| SPCA OF SOUTHWEST MICHIGAN | ||||||
| 6955 WEST KL AVENUE | KALAMAZOO | MI | 49009 | PUBLIC | GENERAL SUPPORT | $3,000 |
| WESTERN MICHIGAN UNIVERSITY | ||||||
| 1903 WEST MICHIGAN AVENUE | KALAMAZOO | MI | 49008 | PUBLIC | THEATRE DEPARTMENT | $1,500 |
| YWCA | ||||||
| 353 EAST MICHIGAN AVENUE | KALAMAZOO | MI | 49007 | PUBLIC | FULL CIRCLE LUNCHEON | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $77,588 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $104 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,414 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $65 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,583 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,583 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| SEELYE AUTO GROUP | ||||||
| 1 | 3820 STADIUM DRIVE | KALAMAZOO | MI | 49008 | $12,000 | Yes (X) |
| SKY KING LLC | ||||||
| 2 | 3820 STADIUM DRIVE | KALAMAZOO | MI | 49008 | $47,588 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION AND ACCOUNTING - PLANTE & MORAN, PLLC | CategoryTxt |
| Amt | $4,400 | Amt |
| Net Investment Income | $2,640 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,760 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PIMCO INCOME FUND CLASS A | AT COST | $11,479 | $11,857 |
| FS ENERGY & POWER FUND | AT COST | $20,000 | $11,566 |
| FS INVESTMENT CORPORATION II | AT COST | $20,000 | $15,173 |
| BLUEROCK TOTAL INCOME REAL ESTATE FUND CLASS A | AT COST | $24,156 | $24,367 |
| INDUSTRIAL PROPERTY TRUST | AT COST | $15,000 | $17,849 |
| HMS INCOME FUND, INC. | AT COST | $25,000 | $21,586 |
| SHARESPOST 100 FUND CLASS A | AT COST | $15,003 | $16,125 |
| EATON VANCE FLOATING-RATE ADVANTAGE FD CLASS C | AT COST | $13,852 | $13,685 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | JACKSON ANNUITY | Desc |
| BOY Book Value | $152,637 | BOYBookValueAmt |
| EOY Book Value | $142,637 | EOYBookValueAmt |
| EOYFMV | $140,492 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STOP PAYMENT FEE | $25 | $0 | $25 |
| SILVER ANNUAL FEE | $25 | $25 | $0 |
| CHECK REORDER FEE | $25 | $0 | $25 |
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