KEGLEY FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- KEGLEY FAMILY FOUNDATION (EIN 82-5449374)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-11
- IRS object ID
- 202041939349100804
- Schema version
- 2019v5.0
- 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 Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-11T13:04:53-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 383133790 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDREWS HOOPER PAVLIK PLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29229 NORTHWESTERN HWY | AddressLine1Txt |
| City | SOUTHFIELD | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 480341024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 825449374 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEGLEY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KEGL | BusinessNameControlTxt |
| Phone | 2488932300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9301 ROLLING RIDGE | AddressLine1Txt |
| City | TRAVERSE CITY | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49686 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONALD R KEGLEY JR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2488932300 | PhoneNum |
| Signature | 2020-06-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GEORGE W SMITH IV | PreparerPersonNm |
| PTIN | P00654680 | PTIN |
| Phone | 2483543177 | PhoneNum |
| Preparation | 2020-07-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.16.49 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-11 | IPDt |
| IP Tm | 13:04:53 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B3378FDA7FD6FCE78EA220F1EB933BEC585536A3 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0326BBFD3ECCCEA428E00492128EE62FD55226D1 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $138,241 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $108,336 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $908 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $908 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $23,520 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $61,662 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $23,520 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $132,764 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $24,428 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $6,234 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,117 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,117 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,263 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $632 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $631 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $20 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $20 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,517 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,749 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,768 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $35,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $35,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $43,317 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,749 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $39,568 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $89,447 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,679 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $10,000 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $80,571 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $80,571 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $38,141 | CorporateStockBOYAmt |
| Corporate Stock EOY | $34,506 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $57,670 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $48,141 | TotalAssetsBOYAmt |
| Total Assets EOY | $115,077 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $138,241 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $48,141 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $115,077 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $48,141 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $115,077 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $48,141 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $115,077 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $48,141 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $89,447 | ExcessRevenueOverExpensesAmt |
| Subtotal | $137,588 | SubtotalAmt |
| Other Decreases | $22,511 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $115,077 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | ACAP STRATEGIC FUND | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2011-11-22 | AcquiredDt |
| Sold | 2019-03-29 | SoldDt |
| Gross Sales Price | $59,705 | GrossSalesPriceAmt |
| Cost Or Other Basis | $38,142 | CostOrOtherBasisAmt |
| Gain Or Loss | $21,563 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $21,563 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $23,520 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Net Vl Noncharitable Assets Yr1 | $59,447 | NetVlNoncharitableAssetsYr1Amt |
| Net Vl Noncharitable Assets | $98,257 | NetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $207 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $207 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $39,568 | 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 | $207 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $207 | SubtotalAmt |
| Tax Based On Investment Income | $207 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $207 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DONALD R KEGLEY JR | IndividualWithBooksNm |
| Phone | 2488932300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9301 ROLLING RIDGE | AddressLine1Txt |
| City | TRAVERSE CITY | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49686 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| DONALD R KEGLEY JR | ||||||||
| 9301 ROLLING RIDGE | TRAVERSE CITY | MI | 49686 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| PAMELA A KEGLEY | ||||||||
| 9301 ROLLING RIDGE | TRAVERSE CITY | MI | 49686 | VICE PRES. | 2.00 | $0 | $0 | $0 |
| BRAIN T KEGLEY | ||||||||
| 9301 ROLLING RIDGE | TRAVERSE CITY | MI | 49686 | TREASURER | 000.00 | $0 | $0 | $0 |
| LAURA A PEPLINSKI | ||||||||
| 9301 ROLLING RIDGE | TRAVERSE CITY | MI | 49686 | SECRETARY | 000.00 | $0 | $0 | $0 |
| JASON R KEGLEY | ||||||||
| 9301 ROLLING RIDGE | TRAVERSE CITY | MI | 49686 | ASST. SECR. | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $90,106 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,647 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $99,753 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $99,753 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,496 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $98,257 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,913 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,913 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $207 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $207 | TotalTaxAmt |
| Distributable Before Adj | $4,706 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $4,706 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $4,706 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $39,568 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $39,568 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $207 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $39,361 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,706 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,972 | UndistributedIncomePYAmt |
| Qualifying Distributions | $39,568 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,972 | AppliedToYear1Amt |
| Applied To Current Year | $4,706 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $31,890 | RemainingDistriFromCorpusAmt |
| Total Corpus | $31,890 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $31,890 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $31,890 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DONALD R PAMELA A KEGLEY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BLOOMFIELD CHRISTIAN SCHOOL | ||||||||
| 3570 TELEGRAPH RD | BLOOMFIELD HILLS | MI | 48302 | N/A | PC | OPERATIONS | $2,500 | |
| CARE HOUSE | ||||||||
| 44765 WOODWARD AVE | PONTIAC | MI | 48341 | N/A | PC | PREVENT CHILD ABUSE | $1,000 | |
| CHILD & FAMILY SERVICES | ||||||||
| 3875 VETERANS DRIVE | TRAVERSE CITY | MI | 49684 | N/A | PC | HOMLESS & RUNAWAY YOUTH | $2,500 | |
| FIRST STEP | ||||||||
| 44567 PINETREE DR | PLYMOUTH | MI | 48170 | N/A | PC | PREVENT DOMESTIC VIOLENCE | $7,500 | |
| GRACE CENTERS OF HOPE | ||||||||
| 35 E HURON ST | PONTIAC | MI | 48342 | N/A | PC | OPERATIONS | $2,500 | |
| GRAND TRAVERSE LAND CONSERVANCY | ||||||||
| 3860 N LOND LAKE RD | TRAVERSE CITY | MI | 49684 | N/A | PC | PROTECT LAND | $2,000 | STE D |
| HILLSDALE COLLEGE | ||||||||
| 33 E COLLEGE ST | HILLSDALE | MI | 49242 | N/A | PC | OPERATIONS | $5,000 | |
| JOAN ROSE FOUNDATION | ||||||||
| 432 S WASHINTON NO1703 | ROYAL OAK | MI | 48067 | N/A | PC | CHILDRENS EDUCATION | $5,000 | |
| KENSTINGTON CHURCH | ||||||||
| 4640 S LAPEER RD | LAKE ORION | MI | 48359 | N/A | PC | OPERATIONS | $5,000 | |
| OUR DAUGHTERS INTERNATIONAL | ||||||||
| PO BOX 70228 | ROCHESTER HILLS | MI | 48307 | N/A | PC | END HUMAN TRAFFICKING | $2,500 | |
| ST FABIAN CHURCH | ||||||||
| 32200 W 12 MILE RD | FARMINGTON HILLS | MI | 48334 | N/A | PC | OPERATIONS | $300 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $35,800 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $908 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $21,563 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,957 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $22,471 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,957 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $24,428 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 | Noncash ContributionNoncashContributionInd | Address Line2ContributorUSAddress/AddressLine2Txt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|---|
| DONALD R PAMELA A KEGLEY | ||||||||
| 1 | 9301 ROLLING RIDGE | TRAVERSE CITY | MI | 49686 | $55,061 | Yes (X) | ||
| CUNNINGHAM LIMP DEVELOPMENT COMPANY | ||||||||
| 2 | 28970 CABOT DRIVE | NOVI | MI | 48377 | $53,275 | SUITE 100 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 3000.591 SHARES ACAP STOCK | NoncashPropertyDesc |
| Fair Market Value | $55,061 | FairMarketValueAmt |
| Received | 2019-08-06 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $1,263 | Amt |
| Net Investment Income | $632 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $631 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | ACAP STRATEGIC FUND | StockNm |
| EOY Book Value | $34,506 | EOYBookValueAmt |
| EOYFMV | $57,670 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | CategoryTxt |
| Legal Fees | $6,234 | LegalFeesAmt |
| Net Investment Income | $3,117 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,117 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUST CONTRIBUTION TO CARRYOVER BASIS VALUE | Desc |
| Amt | $22,511 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| STATE OF MICHIGAN FILING FEE | $20 | $20 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CUNNINGHAM LIMP DEVELOPMENT CO | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28970 CABOT DRIVE | AddressLine1Txt |
| Address Line2 | SUITE 100 | AddressLine2Txt |
| City | NOVI | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48377 | ZIPCd |
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