THE MACKEY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE MACKEY FOUNDATION (EIN 38-3134945)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-15
- IRS object ID
- 201421359349101267
- Schema version
- 2013v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Compensation Explanation
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-15T09:40:48-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YEO & YEO PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4468 OAK BRIDGE DR | AddressLine1 |
| City | FLINT | City |
| State | MI | State |
| ZIP Code | 485325422 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383134945 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MACKEY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MACK | BusinessNameControlTxt |
| Phone | 8109531380 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3181 TRI-PARK DR | AddressLine1 |
| City | GRAND BLANC | City |
| State | MI | State |
| ZIP Code | 48439 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT MACKEY | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 8109531380 | PhoneNum |
| Signature | 2014-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | REBECCA MILLSAP | PreparerPersonNm |
| PTIN | P01080174 | PTIN |
| Phone | 8107323000 | PhoneNum |
| Preparation | 2014-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,802,139 | 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 | $700,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,202 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,202 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $142,825 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $142,825 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$427,929 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,106,678 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $1,186 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,186 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $1,186 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $418,284 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $146,213 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,186 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,520 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $760 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $760 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $35,984 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $35,984 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,418 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $836 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $6,778 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,813 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $965 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $48,700 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $43,393 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,725 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,069,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,139,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,118,200 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $43,393 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,140,725 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,699,916 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $102,820 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,186 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $613,906 | CashBOYAmt |
| Cash EOY | $569,239 | CashEOYAmt |
| Cash EOYFMV | $569,239 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $658,692 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $21,063 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $21,063 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,233,921 | CorporateStockBOYAmt |
| Other Investments BOY | $6,190,116 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,406,417 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,211,837 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,696,635 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,996,719 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,802,139 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $8,696,635 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,996,719 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,696,635 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,996,719 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,696,635 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,996,719 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,696,635 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,699,916 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,996,719 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,996,719 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PNC STOCK | P | 2008-07-01 | 2013-01-09 | $75,762 | $602,292 | -$526,530 | -$526,530 |
| INTEL STOCK | P | 2000-07-01 | 2013-12-02 | $496,957 | $504,757 | -$7,800 | -$7,800 |
| SOUTHERN COMPANY | P | 2000-07-01 | 2013-12-02 | $135,214 | $143,217 | -$8,003 | -$8,003 |
| JP MORGAN US REAL ESTATE | P | 2012-12-01 | 2013-11-25 | $19,979 | $19,875 | $104 | $104 |
| DFA US CORE EQUITY | P | 2000-07-01 | 2013-08-23 | $203,025 | $143,752 | $59,273 | $59,273 |
| DFA US CORE EQUITY | P | 2000-07-01 | 2013-08-23 | $12,335 | $9,451 | $2,884 | $2,884 |
| JP MORGAN US REAL ESTATE | P | 2000-07-01 | 2013-11-25 | $110,948 | $106,805 | $4,143 | $4,143 |
| JP MORGAN US REAL ESTATE | P | 2000-07-01 | 2013-11-25 | $3,884 | $4,458 | -$574 | -$574 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$427,929 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $104 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,189,170 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,407,667 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.232701 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,518,770 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,915,932 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.254012 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,196,404 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,898,191 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.412811 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,136,223 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,994,622 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.569643 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,639,856 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,600,400 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.630617 | DistributionYr5Rt |
| Total Distribution | 2.099784 | TotalDistributionRt |
| Average Distribution | 0.419957 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,076,939 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,811,924 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,028 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,812,952 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,140,725 | 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 | $1,028 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,028 | SubtotalAmt |
| Tax Based On Investment Income | $1,028 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,400 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5,372 | OverpaymentAmt |
| Applied To ES Tax | $2,000 | AppliedToESTaxAmt |
| Refund | $3,372 | RefundAmt |
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 | false | 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 | ROBERT MACKEY | IndividualWithBooksNm |
| Phone | 8109531380 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3181 TRI-PARK DRIVE | AddressLine1 |
| Address Line2 | 3181 TRI-PARK DRIVE | AddressLine2 |
| City | GRAND BLANC | City |
| State | MI | State |
| ZIP Code | 48439 | ZIPCode |
| 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MARILYN JOHNSON | ||||||||
| 3181 TRI-PARK DR | GRAND BLANC | MI | 48439 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| STANLEY MACKEY | ||||||||
| 3181 TRI-PARK DR | GRAND BLANC | MI | 48439 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| ROBERT MACKEY | ||||||||
| 3181 TRI-PARK DR | GRAND BLANC | MI | 48439 | SECRETARY/TR | 0.00 | $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 | $8,090,167 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,125,000 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,215,167 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $9,215,167 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $138,228 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,076,939 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $453,847 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $453,847 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,028 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,028 | TotalTaxAmt |
| Distributable Before Adj | $452,819 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $452,819 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $452,819 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,140,725 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $4,140,725 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,028 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,139,697 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $452,819 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,511,882 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,037,372 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,061,789 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,032,074 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,725,169 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,368,286 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,140,725 | QualifyingDistributionsAmt |
| Applied To Current Year | $452,819 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,687,906 | RemainingDistriFromCorpusAmt |
| Total Corpus | $11,056,192 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,511,882 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $9,544,310 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,037,372 | ExcessFromYear4Amt |
| Excess From Year3 | $1,061,789 | ExcessFromYear3Amt |
| Excess From Year2 | $2,032,074 | ExcessFromYear2Amt |
| Excess From Year1 | $1,725,169 | ExcessFromYear1Amt |
| Excess From Current Year | $3,687,906 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT MACKEY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BOYS & GIRLS CLUB OF FLINT | ||||||
| 3701 N AVERILL AVE | FLINT | MI | 48506 | CHARITY | YOUTH EDUCATIONAL PROGRAMS | $275,000 |
| CARRIAGE TOWN MINSTRIES | ||||||
| 605 GARLAND ST | FLINT | MI | 48503 | CHARITY | FOOD/SHELTER/OUTREACH FOR HOMELESS | $100,000 |
| CATHOLIC CHARITIES OF SHIAWGEN CO | ||||||
| 901 CHIPPEWA ST | FLINT | MI | 48503 | CHARITY | FOOD TO POOR/SOCIAL SERVICES | $200,000 |
| CATHOLIC RELIEF SERVICES | ||||||
| PO BOX 17152 | BALTIMORE | MD | 21298 | CHARITY | INTERNATIONAL RELIEF AND DEVELOPMENT | $50,000 |
| COMMUNITY FOUNDATION | ||||||
| 500 S SAGINAW ST STE 200 | FLINT | MI | 48502 | CHARITY | EDUCATION PROGRAMS | $100,000 |
| CROSSOVER OUTREACH MINISTRY | ||||||
| 414 W COURT ST | FLINT | MI | 48503 | CHARITY | FOOD/SHELTER/OUTREACH FOR HOMELESS | $40,000 |
| ECHO | ||||||
| 17391 DURRANCE ROAD | N FORT MYERS | FL | 33917 | CHARITY | GLOBAL HUNGER | $50,000 |
| EPISCOPAL DIOCESE OF ARKANSAS | ||||||
| 300 W 17TH STREET | LITTLE ROCK | AR | 72216 | CHARITY | YOUTH EDUCATIONAL/CAMP | $8,000 |
| EPISCOPAL RELIEF & DEVELOPMENT | ||||||
| PO BOX 7058 | MERRIFIELD | VA | 22116 | CHARITY | YOUTH EDUCATION PROGRAMS | $50,000 |
| FLINT CHILDREN'S MUSEUM | ||||||
| 1602 W THIRD AVE | FLINT | MI | 48504 | CHARITY | YOUTH EDUCATION | $100,000 |
| FLINT EASTSIDE MISSION | ||||||
| PO BOX 90238 | BURTON | MI | 48509 | CHARITY | FOOD FOR THE POOR | $50,000 |
| FLINT INSTITUTE OF ARTS | ||||||
| 1120 E KEARSLEY ST | FLINT | MI | 48503 | CHARITY | YOUTH EDUCATION IN THE ARTS | $10,000 |
| FLINT INSTITUTE OF MUSIC | ||||||
| 1025 E KEARSLEY ST | FLINT | MI | 48503 | CHARITY | YOUTH EDUCATION IN MUSIC | $10,000 |
| FOOD BANK - PROJECT HOPE | ||||||
| 915B GAINES | HOT SPRINGS | AR | 71901 | CHARITY | FOOD FOR THE POOR | $7,000 |
| ST ANDREW'S EPISCOPAL CHURCH | ||||||
| 1922 IOWA AVE | FLINT | MI | 48506 | CHARITY | FOOD/SHELTER/OUTREACH FOR HOMELESS | $50,000 |
| YOUNG LIFE OF GENESEE COUNTY | ||||||
| 10801 S SAGINAW ST BLDG D | GRAND BLANC | MI | 48439 | CHARITY | YOUTH RELIGIOUS EDUCATION & PROGRAMS | $34,500 |
| FOOD BANK OF EASTERN MICHIGAN | ||||||
| 2312 LAPEER RD | FLINT | MI | 48503 | CHARITY | FOOD FOR THE POOR | $300,000 |
| GENESEE AREA FOCUS FUND | ||||||
| 519 S SAGINAW ST | FLINT | MI | 48502 | CHARITY | YOUTH TRAINING & EDUCATION | $30,000 |
| GOODWILL INDUSTRIES | ||||||
| 501 S AVERILL AVE | FLINT | MI | 48506 | CHARITY | FOOD/SHELTER/OUTREACH FOR HOMELESS | $50,000 |
| GREATER FLINT OLYMPIAN - CANUSA | ||||||
| 923 E KEARSLEY ST | FLINT | MI | 48502 | CHARITY | YOUTH HEALTH | $10,000 |
| MOTHERLY INTERCESSION | ||||||
| PO BOX 311109 | FLINT | MI | 48531 | CHARITY | FAMILY SUPPORT SERVICESFOR CHILDREN | $100,000 |
| MY BROTHER'S KEEPER OF GENESEE CO | ||||||
| 101 N GRAND TRAVERSE | FLINT | MI | 48503 | CHARITY | SHELTER | $50,000 |
| SAFE HAVEN SHELTER | ||||||
| PO BOX 20333 | HOT SPRINGS | AR | 71903 | CHARITY | HOMELESS SHELTER | $10,000 |
| SHELTER OF FLINT | ||||||
| 902 E SIXTH ST | FLINT | MI | 48503 | CHARITY | FOOD/SHELTER/OUTREACH FOR HOMELESS | $200,000 |
| FAMILY SERVICES AGENCY | ||||||
| 1422 W COURT ST | FLINT | MI | 48503 | CHARITY | YOUNG TRAINING & EDUCATION | $50,000 |
| WELLSPRING LUTHERAN SERVICES | ||||||
| 160 S MAIN ST | FRANKENMUTH | MI | 48734 | CHARITY | CHILD AND SENIOR SERVICES | $100,000 |
| SAMARITAN MINISTRIES | ||||||
| 6000 N FOREST PARK DR | PEORIA | IL | 61612 | CHARITY | CHRISTIAN HEALTH CARE | $25,000 |
| UNITED WAY | ||||||
| 328 S SAGINAW ST 501 | FLINT | MI | 48502 | CHARITY | EDUCATION/HEALTH/FINANCIAL RESOURCES | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,069,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,202 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $142,825 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $48,574 | ExclusionAmt |
| Related Or Exempt Function Incm | -$476,503 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NATIONAL CITY SETTLEMENT | Desc |
| Related Or Exempt Function Incm | $1,186 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $193,601 | ExclusionAmt |
| Related Or Exempt Function Incm | -$475,317 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$281,716 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ROBERT MACKEY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3181 TRI-PARK | AddressLine1 |
| City | GRAND BLANC | City |
| State | MI | State |
| ZIP Code | 48439 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $700,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $1,520 | Amt |
| Net Investment Income | $760 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $760 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (3 entries)
| MARILYN JOHNSON |
| STANLEY MACKEY |
| ROBERT MACKEY |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm |
|---|
| INTEL 19,308 SHARES |
| PNC FINANCIAL SERVICES 1,260 SHARES |
| SOUTHERN COMPANY 3,164 SHARES |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIRST MERIT TRUST ACCOUNT | AT COST | $4,301,427 | $5,311,330 |
| VANGUARD MUTUAL FUNDS | AT COST | $2,104,990 | $2,900,507 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| DUES & SUBSCRIPTIONS | $965 | $965 | |
| NATIONAL CITY LOSS | $5,813 | $5,813 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NATIONAL CITY SETTLEMENT | Desc |
| Revenue And Expenses Per Books | $1,186 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,186 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,186 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FIRST MERIT AGENCY FEES | CategoryTxt |
| Amt | $35,984 | Amt |
| Net Investment Income | $35,984 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAID | $836 | $836 |
| EXCISE TAXES PAID | $3,582 |