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HUCKLE FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
HUCKLE FAMILY FOUNDATION (EIN 37-6474117)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-08
IRS object ID
201911289349100961
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-05-08T13:41:09-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Begin2018-01-01TaxPeriodBeginDt

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
Signature2019-04-18SignatureDt
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 Address24.187.244.114IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id06391520191275000096FederalOriginalSubmissionId
Federal Original Submission Id2019-05-07FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdBC971FC33BAF52379132A0473611089A0DAEC697AtSubmissionCreationDeviceId
At Submission Filing Device Id8776116A3220F8F92B6869340FF540F084420A8BAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,681,629FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$148,293ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$9,045InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$9,045InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$97,904DividendsRevAndExpnssAmt
Dividends Net Invst Incm$97,904DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$101,165NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$760,760GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$101,165CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$356,407TotalRevAndExpnssAmt
Total Net Invst Incm$208,114TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$1,153TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$27,767OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$27,767OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$28,920TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$27,767TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$768,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$768,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$797,420TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$796,267TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$441,013ExcessRevenueOverExpensesAmt
Net Investment Income$208,114NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$732,076SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$727,149SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$727,149SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$4,034,785CorporateStockBOYAmt
Corporate Stock EOY$3,598,699CorporateStockEOYAmt
Corporate Stock EOYFMV$5,954,480CorporateStockEOYFMVAmt
Total Assets BOY$4,766,861TotalAssetsBOYAmt
Total Assets EOY$4,325,848TotalAssetsEOYAmt
Total Assets EOYFMV$6,681,629TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$4,766,861RetainedEarningBOYAmt
Retained Earning EOY$4,325,848RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,766,861TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,325,848TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,766,861TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,325,848TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,766,861TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$441,013ExcessRevenueOverExpensesAmt
Subtotal$4,325,848SubtotalAmt
Tot Net Ast Or Fund Balances EOY$4,325,848TotNetAstOrFundBalancesEOYAmt

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$760,760GrossSalesPriceAmt
Cost Or Other Basis$659,595CostOrOtherBasisAmt
Gain Or Loss$101,165GainOrLossAmt
Gains Minus Excess Or Losses$101,165GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$101,165CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$521,688AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$6,833,359NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.076344DistributionYr1Rt
Adjusted Qlfy Distri Yr2$450,400AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$6,209,516NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.072534DistributionYr2Rt
Adjusted Qlfy Distri Yr3$227,756AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$6,266,443NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.036345DistributionYr3Rt
Adjusted Qlfy Distri Yr4$153,654AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$4,820,085NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.031878DistributionYr4Rt
Adjusted Qlfy Distri Yr5$175,079AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,473,221NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.050408DistributionYr5Rt
Total Distribution0.267509TotalDistributionRt
Average Distribution0.053502AverageDistributionRt
Net Vl Noncharitable Assets$7,191,222NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$384,745AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,081NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$386,826AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$796,267QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$2,081InvestmentIncomeExciseTaxAmt
Subtotal$2,081SubtotalAmt
Tax Based On Investment Income$2,081TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$900EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$900TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Tax Due$1,181TaxDueAmt

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

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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Diana Huckle
Foundation Source 501 Silverside RdWilmingtonDE198091377Trustee2.0$0$0$0
Jim Huckle
Foundation Source 501 Silverside RdWilmingtonDE198091377Trustee5.0$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$6,805,061AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$495,672AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$7,300,733TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$7,300,733AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$109,511CashDeemedCharitableAmt
Net Vl Noncharitable Assets$7,191,222NetVlNoncharitableAssetsAmt
Minimum Investment Return$359,561MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$359,561MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,081TaxBasedOnInvestmentIncomeAmt
Total Tax$2,081TotalTaxAmt
Distributable Before Adj$357,480DistributableBeforeAdjAmt
Distributable Before Ded$357,480DistributableBeforeDedAmt
Distributable As Adjusted$357,480DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$796,267ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$796,267QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$2,081PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$794,186AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$357,480DistributableAsAdjustedAmt
Prior Year12016PriorYear1Yr
Prior Year22015PriorYear2Yr
Prior Year32014PriorYear3Yr
Excess Distribution Cyov Yr1$31,625ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$31,625TotalExcessDistributionCyovAmt
Qualifying Distributions$796,267QualifyingDistributionsAmt
Applied To Current Year$357,480AppliedToCurrentYearAmt
Remaining Distri From Corpus$438,787RemainingDistriFromCorpusAmt
Total Corpus$470,412TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$470,412ExcessDistriCyovToNextYrAmt
Excess From Year1$31,625ExcessFromYear1Amt
Excess From Current Year$438,787ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BIG BROTHERS BIG SISTERS OF NORTHWESTERN MICHIGAN
900 E FRONT ST STE 125TRAVERSE CITYMI49686N/APCGeneral & Unrestricted$10,000
CHILD AND FAMILY SERVICES OF NORTHWESTERN MICHIGAN
3785 VETERANS DRTRAVERSE CITYMI49684N/APCto purchase tools for the Youth Work program$10,000
FOR LOVE OF WATER
153 1/2 E FRONT ST STE 203CTRAVERSE CITYMI49684N/APCGeneral & Unrestricted$42,500
GRAND TRAVERSE COUNTY
400 BOARDMAN AVETRAVERSE CITYMI49684N/AGOVEasling Pool Renovation Fund$25,000
GRAND TRAVERSE REGIONAL COMMUNITY FOUNDATION
250 E FRONT ST STE 310TRAVERSE CITYMI49684N/APCGeneral & Unrestricted$200,000
GRAND TRAVERSE REGIONAL COMMUNITY FOUNDATION
250 E FRONT ST STE 310TRAVERSE CITYMI49684N/APCNew Teen Parent Program$10,000
GRAND TRAVERSE REGIONAL COMMUNITY FOUNDATION
250 E FRONT ST STE 310TRAVERSE CITYMI49684N/APCConsulting service for Health and Wellness Initiative$29,000
GRAND TRAVERSE REGIONAL LAND CONSERVANCY
3860 N LONG LAKE RD STE DTRAVERSE CITYMI49684N/APCGeneral & Unrestricted$333,000
GROUNDWORK CENTER FOR RESILIENT COMMUNITIES INC
148 E FRONT ST STE 301TRAVERSE CITYMI49684N/APCTransportation Project$50,000
IMAGING THE WORLD CORP
PO BOX 25CHARLOTTEVT05445N/APCPilot project to introduce routine obstetric ultrasound in rural health centers in Mangochi District$5,000
MT HOLIDAY INC
3100 HOLIDAY RDTRAVERSE CITYMI49686N/APC2018 Capital Campaign$10,000
SOARING UNLIMITED
PO BOX 631HOLTMI48842N/APCTo support cost for Michigan State University medical mission team to Cap-Haitien Haiti$3,000
SOARING UNLIMITED
PO BOX 631HOLTMI48842N/APCMichigan State University Haiti medical mission$3,500
TRAVERSE AREA RECREATION & TRANSPORTATION TRAILS I
PO BOX 252TRAVERSE CITYMI49685N/APCProject Manager position fund$25,000
UTOPIA FOUNDATION INC
111 CASS STTRAVERSE CITYMI49684N/APCGeneral & Unrestricted$12,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$768,500TotalGrantOrContriPdDurYrAmt

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$9,045ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$97,904ExclusionAmt
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$101,165ExclusionAmt
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$208,114ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$208,114TotalIncomeProducingActyAmt

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 (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
Huckle Bowman Martha
16218 Lower Shore Shore DriveHarbor SpringsMI49740$99,147Yes (X)Yes (X)
Mittelstaedt Renee
26369 Peninsula DriveTraverse CityMI49686$49,147Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1FIDELITY EXTENDED MARKET INDEX FUND FSMAX, 927.472 sh.$49,1472018-12-19
2FIDELITY EXTENDED MARKET INDEX FUND FSMAX, 927.472 sh.$49,1472018-12-19

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
FIDELITY 500 INDEX FUND$1,116,585$1,327,366
FIDELITY EXTENDED MARKET INDEX$778,440$935,001
FIDELITY NASDAQ COMPOSITE INDE$805,140$2,152,786
FIDELITY TOTAL MARKET INDEX FU$898,534$1,539,327

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$25,717$25,717
Foundation Dues & Memberships$2,050$2,050

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2018$900
990-PF Excise Tax for 2017$253

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