MIKE AND SHARON SEELYE FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- MIKE AND SHARON SEELYE FAMILY FOUNDATION (EIN 20-0488026)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-02-15
- IRS object ID
- 201620469349100357
- Schema version
- 2014v6.0
- 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
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-02-15T11:42:21-06:00 | ReturnTs |
| Tax Period End | 2015-06-30 | 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 | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200488026 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL 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 | 2016-02-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES G THOMPSON CPA | PreparerPersonNm |
| PTIN | P00053844 | PTIN |
| Phone | 2695674500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $322,061 | 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 | $41,905 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $8,706 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,706 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$3,261 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $47,139 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $47,350 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,706 | 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 |
| Other Prof Fees Rev And Expnss | $25 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $25 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $25 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $53,095 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $53,095 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $53,120 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $53,095 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,770 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,681 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $8,650 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $32,354 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $32,354 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $342 | AcctRcvblAmt |
| Acct Rcvbl BOY | $221 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $342 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $342 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $131,201 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $111,606 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $106,255 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $193,349 | OtherAssetsBOYAmt |
| Other Assets EOY | $182,637 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $183,110 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $333,421 | TotalAssetsBOYAmt |
| Total Assets EOY | $326,939 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $322,061 | 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 | $333,421 | RetainedEarningBOYAmt |
| Retained Earning EOY | $326,939 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $333,421 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $326,939 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $333,421 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $326,939 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $333,421 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,770 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $327,651 | SubtotalAmt |
| Other Decreases | $712 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $326,939 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ADVISORS DISCIPLINED TR #865 - 973 UNITS | P | 2012-08-27 | 2014-07-08 | $11,009 | $9,993 | $1,016 | $1,016 |
| PIMCO HIGH YIELD - 2095.975 UNITS | P | 2015-01-08 | $18,734 | $20,024 | -$1,290 | -$1,290 | |
| PIMCO HIGH YIELD - 42.372 UNITS | P | 2015-01-08 | $387 | $387 | $0 | $0 | |
| ADVISORS DISCIPLINED TR #1031 - 2078 UNITS | P | 2013-09-03 | 2015-06-18 | $16,578 | $19,996 | -$3,418 | -$3,418 |
| CAPITAL GAINS DIVIDENDS | P | $431 | $431 | $431 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$3,261 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $33,911 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $333,929 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.101552 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $32,822 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $328,288 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.099979 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $26,330 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $316,507 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.083189 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $26,462 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $319,942 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.082709 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $14,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $302,241 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046321 | DistributionYr5Rt |
| Total Distribution | 0.413750 | TotalDistributionRt |
| Average Distribution | 0.082750 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $334,923 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $27,715 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $87 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $27,802 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $53,095 | 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 | $87 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $87 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $87 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $261 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $261 | TotalPaymentsAndCreditsAmt |
| Overpayment | $174 | OverpaymentAmt |
| Applied To ES Tax | $174 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 | ||||||||
| 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 |
| 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 | $319,204 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $20,819 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $340,023 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $340,023 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,100 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $334,923 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $16,746 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $16,746 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $87 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $87 | TotalTaxAmt |
| Distributable Before Adj | $16,659 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $16,659 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $16,659 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $53,095 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $53,095 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $87 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $53,008 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $16,659 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $10,681 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $10,745 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $16,764 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $17,593 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $55,783 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $53,095 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $16,659 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $36,436 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $92,219 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $92,219 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $10,681 | ExcessFromYear4Amt |
| Excess From Year3 | $10,745 | ExcessFromYear3Amt |
| Excess From Year2 | $16,764 | ExcessFromYear2Amt |
| Excess From Year1 | $17,593 | ExcessFromYear1Amt |
| Excess From Current Year | $36,436 | 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 (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BIG BROTHERS BIG SISTERS | ||||||
| 3501 COVINGTON ROAD | KALAMAZOO | MI | 49001 | PUBLIC | GENERAL SUPPORT | $1,000 |
| BOYS AND GIRLS CLUBS OF GREATER KALAMAZOO | ||||||
| 915 LAKE STREET | KALAMAZOO | MI | 49001 | PUBLIC | GENERAL SUPPORT | $4,085 |
| CHEFF THERAPEUTIC RIDING CENTER | ||||||
| 8450 N 43RD STREET | AUGUSTA | MI | 49012 | PUBLIC | GENERAL SUPPORT | $365 |
| COMMUNITY HEALING CENTERS | ||||||
| 2615 STADIUM DR | KALAMAZOO | MI | 49008 | PUBLIC | GENERAL SUPPORT | $6,365 |
| GENEROUS HANDS | ||||||
| PO BOX 313 502 W HIGHWAY ST | VICKSBURG | MI | 49097 | PUBLIC | GENERAL SUPPORT | $1,850 |
| GREAT LAKES BURN CAMP | ||||||
| 1709 N WEST AVE PMB 138 | JACKSON | MI | 49202 | PUBLIC | GENERAL SUPPORT | $894 |
| GRYHON PLACE | ||||||
| 3245 SOUTH 8TH STREET | KALAMAZOO | MI | 49009 | PUBLIC | GENERAL SUPPORT | $675 |
| HOSPICE CARE OF SOUTHWEST MICHIGAN | ||||||
| 222 N KALAMAZOO MALL | KALAMAZOO | MI | 49007 | PUBLIC | GENERAL SUPPORT | $1,000 |
| KALAMAZOO COUNTY HUMANE SOCIETY | ||||||
| 4239 SOUTH WESTNEDGE AVENUE | KALAMAZOO | MI | 49008 | PUBLIC | GENERAL SUPPORT | $350 |
| KALAMAZOO GOSPEL MISSION | ||||||
| 448 N BURDICK STREET | KALAMAZOO | MI | 49007 | PUBLIC | GENERAL SUPPORT | $4,364 |
| LOAVES AND FISHES | ||||||
| 901 PORTAGE STREET | KALAMAZOO | MI | 49001 | PUBLIC | GENERAL SUPPORT | $915 |
| MATTAWAN AREA PANTRY | ||||||
| PO BOX 155 | MATTAWAN | MI | 49071 | PUBLIC | GENERAL SUPPORT | $4,746 |
| MINISTRY WITH COMMUNITY | ||||||
| 440 N CHURCH ST | KALAMAZOO | MI | 49007 | PUBLIC | GENERAL SUPPORT | $15,130 |
| PRETTY LAKE VACATION CAMP | ||||||
| 9123 WEST Q AVENUE | MATTAWAN | MI | 49071 | PUBLIC | GENERAL SUPPORT | $664 |
| SPCA OF SOUTHWEST MICHIGAN | ||||||
| PO BOX 2676 | PORTAGE | MI | 49081 | PUBLIC | GENERAL SUPPORT | $1,700 |
| WEST MICHIGAN CANCER CENTER | ||||||
| 200 NORTH PARK STREET | KALAMAZOO | MI | 49007 | PUBLIC | GENERAL SUPPORT | $500 |
| ALTERNATIVES OF KALAMAZOO | ||||||
| 4200 WEST MICHIGAN STE 100 | KALAMAZOO | MI | 49006 | PUBLIC | GENERAL SUPPORT | $688 |
| ANIMALS BEST FRIEND | ||||||
| PO BOX 443 | OSTHEMO | MI | 49077 | PUBLIC | GENERAL SUPPORT | $750 |
| BRONSON HEALTH FOUNDATION | ||||||
| 301 JOHN STREET BOX C | KALAMAZOO | MI | 49007 | PUBLIC | GENERAL SUPPORT | $1,000 |
| FAMILY & CHILDREN SERVICES | ||||||
| 1608 LAKE STREET | KALAMAZOO | MI | 49001 | PUBLIC | GENERAL SUPPORT | $1,500 |
| HABITAT FOR HUMANITY | ||||||
| 525 EAST KALAMAZOO AVENUE | KALAMAZOO | MI | 49007 | PUBLIC | GENERAL SUPPORT | $1,500 |
| NEW WORLD FLOOD | ||||||
| 735 EAST HAZEL | LANSING | MI | 48912 | PUBLIC | HIGH FIVE TURKEY DRIVE | $437 |
| HOSPITALITY HOUSE OF SOUTHWEST MICHIGAN | ||||||
| 527 W SOUTH STREET | KALAMAZOO | MI | 49007 | PUBLIC | GENERAL SUPPORT | $1,000 |
| LAUGH INC | ||||||
| PO BOX 631 | MATTAWAN | MI | 49071 | PUBLIC | GENERAL SUPPORT | $500 |
| LENDING HANDS | ||||||
| 5350 IVANHOE CT | PORTAGE | MI | 49002 | PUBLIC | GENERAL SUPPORT | $580 |
| PET RESOURCE NETWORK | ||||||
| PO BOX 3034 | KALAMAZOO | MI | 49003 | PUBLIC | GENERAL SUPPORT | $537 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $53,095 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,706 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$3,261 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,445 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,445 | 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 (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| SEE-WRIGHT III | ||||||
| 1 | 3820 STADIUM DRIVE | KALAMAZOO | MI | 49008 | $4,200 | Yes (X) |
| WEST MICHIGAN AUTO AUCTION | ||||||
| 2 | 4758 DIVISION STREET | WAYLAND | MI | 49348 | $16,400 | Yes (X) |
| SEELYE FORD | ||||||
| 3 | 3820 STADIUM DRIVE | KALAMAZOO | MI | 49008 | $5,090 | Yes (X) |
| SEELYE KIA | ||||||
| 4 | 4102 STADIUM DRIVE | KALAMAZOO | MI | 49008 | $6,765 | Yes (X) |
| SKY-KING III LLC | ||||||
| 5 | 3820 STADIUM DRIVE | KALAMAZOO | MI | 49008 | $9,450 | Yes (X) |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 1795.674 SHARES PIMCO INCOME FUND CLASS A | AT COST | $21,241 | $22,246 |
| FS ENERGY & POWER FUND | AT COST | $20,000 | $18,490 |
| FS INVESTMENT CORPORATION II | AT COST | $20,000 | $20,384 |
| ADVISORS DISCIPLINED TR UNIT 1063 | AT COST | $19,911 | $18,806 |
| KAYNE ANDERSON MLP INVT CO | AT COST | $19,446 | $16,880 |
| ADVISORS DISCIPLINED TRUST #1244 EQUITY | AT COST | $11,008 | $9,449 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | JACKSON ANNUITY | Desc |
| BOY Book Value | $193,349 | BOYBookValueAmt |
| EOY Book Value | $182,637 | EOYBookValueAmt |
| EOYFMV | $183,110 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO INVESTMENT CARRYING VALUE | Desc |
| Amt | $712 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $25 | Amt |
| Net Investment Income | $25 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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