BETA

HUCKLE FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
HUCKLE FAMILY FOUNDATION (EIN 37-6474117)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-07-13
IRS object ID
202011959349102151
Schema version
2019v5.1
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)
Return2020-07-13T14:27:58-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

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 Begin2019-01-01TaxPeriodBeginDt

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
Signature2020-06-30SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address68.194.129.137IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id06391520201955000108FederalOriginalSubmissionId
Federal Original Submission Id2020-07-13FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdB19A53FA749DAD8C2EFDCAB0C5B79501992FC144AtSubmissionCreationDeviceId
At Submission Filing Device IdD2746C13DFDED97F2954BEA0DC7B7E2EDF81EBF0AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2020-11-19 02:30:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$8,657,492FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$625,155ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$28,355InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$28,355InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$94,403DividendsRevAndExpnssAmt
Dividends Net Invst Incm$94,403DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$399,749NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,138,190GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$399,749CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,147,662TotalRevAndExpnssAmt
Total Net Invst Incm$522,507TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$3,281TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$27,693OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$27,693OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$30,974TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$27,693TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$427,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$427,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$458,474TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$455,193TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$689,188ExcessRevenueOverExpensesAmt
Net Investment Income$522,507NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$727,149SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,819,624SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,819,624SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$3,598,699CorporateStockBOYAmt
Corporate Stock EOY$3,195,412CorporateStockEOYAmt
Corporate Stock EOYFMV$6,837,868CorporateStockEOYFMVAmt
Total Assets BOY$4,325,848TotalAssetsBOYAmt
Total Assets EOY$5,015,036TotalAssetsEOYAmt
Total Assets EOYFMV$8,657,492TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$4,325,848RetainedEarningBOYAmt
Retained Earning EOY$5,015,036RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,325,848TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,015,036TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,325,848TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,015,036TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,325,848TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$689,188ExcessRevenueOverExpensesAmt
Subtotal$5,015,036SubtotalAmt
Tot Net Ast Or Fund Balances EOY$5,015,036TotNetAstOrFundBalancesEOYAmt

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$1,138,190GrossSalesPriceAmt
Cost Or Other Basis$738,441CostOrOtherBasisAmt
Gain Or Loss$399,749GainOrLossAmt
Gains Minus Excess Or Losses$399,749GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$399,749CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$794,186AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$7,191,222NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.110438DistributionYr1Rt
Adjusted Qlfy Distri Yr2$521,688AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$6,833,359NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.076344DistributionYr2Rt
Adjusted Qlfy Distri Yr3$450,400AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$6,209,516NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.072534DistributionYr3Rt
Adjusted Qlfy Distri Yr4$227,756AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$6,266,443NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.036345DistributionYr4Rt
Adjusted Qlfy Distri Yr5$153,654AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$4,820,085NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.031878DistributionYr5Rt
Total Distribution0.327539TotalDistributionRt
Average Distribution0.065508AverageDistributionRt
Net Vl Noncharitable Assets$7,448,803NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$487,956AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$5,225NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$493,181AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$455,193QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$10,450InvestmentIncomeExciseTaxAmt
Subtotal$10,450SubtotalAmt
Tax Based On Investment Income$10,450TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,100EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,100TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Tax Due$8,350TaxDueAmt

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 ContributorsYes (true)NewSubstantialContributorsInd
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$6,221,970AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,340,267AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$7,562,237TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$7,562,237AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$113,434CashDeemedCharitableAmt
Net Vl Noncharitable Assets$7,448,803NetVlNoncharitableAssetsAmt
Minimum Investment Return$372,440MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$372,440MinimumInvestmentReturnAmt
Tax Based On Investment Income$10,450TaxBasedOnInvestmentIncomeAmt
Total Tax$10,450TotalTaxAmt
Distributable Before Adj$361,990DistributableBeforeAdjAmt
Distributable Before Ded$361,990DistributableBeforeDedAmt
Distributable As Adjusted$361,990DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$455,193ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$455,193QualifyingDistributionsAmt
Adjusted Qualifying Distri$455,193AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$361,990DistributableAsAdjustedAmt
Prior Year12017PriorYear1Yr
Prior Year22016PriorYear2Yr
Prior Year32015PriorYear3Yr
Excess Distribution Cyov Yr2$31,625ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$438,787ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$470,412TotalExcessDistributionCyovAmt
Qualifying Distributions$455,193QualifyingDistributionsAmt
Applied To Current Year$361,990AppliedToCurrentYearAmt
Remaining Distri From Corpus$93,203RemainingDistriFromCorpusAmt
Total Corpus$563,615TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$563,615ExcessDistriCyovToNextYrAmt
Excess From Year2$31,625ExcessFromYear2Amt
Excess From Year1$438,787ExcessFromYear1Amt
Excess From Current Year$93,203ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDiana HuckleContributingManagerNm
Contributing ManagerJim HuckleContributingManagerNm
Contributing ManagerMartha Huckle BowmanContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
BIG BROTHERS BIG SISTERS OF NORTHWESTERN MICHIGAN
900 E FRONT ST STE 125TRAVERSE CITYMI49686N/APCMentoring Specialist position fund$20,000
CITY OPERA HOUSE HERITAGE ASSOCIATION INC
106 E FRONT STTRAVERSE CITYMI49684N/APCBeyond Tomorrow Campaign$50,000
FISHTOWN PRESERVATION SOCIETY INC
PO BOX 721LELANDMI49654N/APCFishtown Preservation Capital Campaign$5,000
FOR LOVE OF WATER
153 1/2 E FRONT STTRAVERSE CITYMI49684N/APCGeneral & Unrestricted$25,000
FOR LOVE OF WATER
153 1/2 E FRONT STTRAVERSE CITYMI49684N/APCLegal Director position fund$31,000
GRAND TRAVERSE REGIONAL COMMUNITY FOUNDATION
223 LAKE AVE STE BTRAVERSE CITYMI49684N/APCNew Teen Parent Program$10,000
GRAND TRAVERSE REGIONAL COMMUNITY FOUNDATION
223 LAKE AVE STE BTRAVERSE CITYMI49684N/APCCharitable Event$2,000
GRAND TRAVERSE REGIONAL LAND CONSERVANCY
3860 N LONG LAKE RD STE DTRAVERSE CITYMI49684N/APCCampaign for Generations$33,000
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
policyBAY CITYMI48706N/APCGeneral & Unrestricted$5,000PO BOX 1128
INTERLOCHEN CENTER FOR THE ARTS
PO BOX 199INTERLOCHENMI49643N/APCGeneral & Unrestricted$5,000
NORTHWEST MICHIGAN WORKS INC
PO BOX 506TRAVERSE CITYMI49685N/APCGeneral & Unrestricted$5,000
NORTHWESTERN MICHIGAN COLLEGE
1701 E FRONT STTRAVERSE CITYMI49686N/AGOVnew Experiential Learning Institute$100,000
SOARING UNLIMITED
PO BOX 631HOLTMI48842N/APCCapital Campaign$10,000
SOARING UNLIMITED
PO BOX 631HOLTMI48842N/APCExecutive Director position fund$10,000
TRAVERSE AREA RECREATION & TRANSPORTATION TRAILS
PO BOX 252TRAVERSE CITYMI49685N/APCproject manager position fund$25,000
TRAVERSE CITY CENTER OF ENTREPRENEURSHIP
101 N PARK ST STE 220TRAVERSE CITYMI49684N/APChealth innovation leader fund$41,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$427,500TotalGrantOrContriPdDurYrAmt

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$28,355ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$94,403ExclusionAmt
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$399,749ExclusionAmt
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$522,507ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$522,507TotalIncomeProducingActyAmt

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 ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
Huckle Bowman Martha
16218 Lower Shore DriveHarbor SpringsMI49740$100,028Yes (X)Yes (X)
Huckle Jim
26291 Peninsula DriveTraverse CityMI49686$325,081Yes (X)Yes (X)
Huckle Mittelstaedt Renee
36369 Peninsula DriveTraverse CityMI49686$200,047Yes (X)Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1FIDELITY EXTENDED MARKET INDEX FUND FSMAX, 920.25 sh.$60,0282019-12-11
2FIDELITY EXTENDED MARKET INDEX FUND FSMAX, 2684.05 sh.$175,0812019-12-11
3FIDELITY EXTENDED MARKET INDEX FUND FSMAX, 1533.75 sh.$100,0472019-12-11

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
FIDELITY 500 INDEX FUND$378,144$564,425
FIDELITY EXTENDED MARKET INDEX$1,113,594$1,480,129
FIDELITY NASDAQ COMPOSITE INDE$805,140$2,817,856
FIDELITY TOTAL MARKET INDEX FU$898,534$1,975,458

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$25,593$25,593
Foundation Dues & Memberships$2,100$2,100

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonHuckle Bowman MarthaPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line16218 Lower Shore DriveAddressLine1Txt
CityHarbor SpringsCityNm
State AbbreviationMIStateAbbreviationCd
ZIP49740ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2019$2,100
990-PF Excise Tax for 2018$1,181

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