KEGLEY FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- KEGLEY FAMILY FOUNDATION (EIN 82-5449374)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-02-23
- IRS object ID
- 202600549349100715
- Schema version
- 2025v4.0
- 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
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-02-23T14:34:18-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | 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 | 43252 WOODWARD AVE STE 150 | AddressLine1Txt |
| City | BLOOMFIELD HILLS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 483025046 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | 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 | 2026-02-14 | 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 | 2483406050 | PhoneNum |
| Preparation | 2026-02-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,277,713 | 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 | $490,175 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $97,875 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $97,875 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $362,915 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $775,613 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $362,915 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $950,965 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $460,790 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,575 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,575 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $12,165 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,165 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $9,691 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $25,006 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,740 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,575 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $287,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $287,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $312,806 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,740 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $289,375 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $638,159 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $447,050 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $146,837 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $285,809 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $285,809 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,306,591 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,805,778 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,991,904 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,453,428 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,091,587 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,277,713 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,453,428 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,091,587 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,453,428 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,091,587 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,453,428 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,091,587 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,453,428 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $638,159 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,091,587 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,091,587 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SALE OF SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $775,613 | GrossSalesPriceAmt |
| Cost Or Other Basis | $412,698 | CostOrOtherBasisAmt |
| Gain Or Loss | $362,915 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $362,915 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $362,915 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $362,915 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,214 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,214 | SubtotalAmt |
| Tax Based On Investment Income | $6,214 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,470 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,470 | TotalPaymentsAndCreditsAmt |
| Tax Due | $744 | 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 | 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 | 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. | 1.00 | $0 | $0 | $0 |
| BRIAN T KEGLEY | ||||||||
| 9301 ROLLING RIDGE | TRAVERSE CITY | MI | 49686 | TREASURER | 1.00 | $0 | $0 | $0 |
| LAURA A PEPLINSKI | ||||||||
| 9301 ROLLING RIDGE | TRAVERSE CITY | MI | 49686 | SECRETARY | 1.00 | $0 | $0 | $0 |
| JASON R KEGLEY | ||||||||
| 9301 ROLLING RIDGE | TRAVERSE CITY | MI | 49686 | ASST. SECR. | 1.00 | $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 | $1,951,361 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $25,443 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,976,804 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,976,804 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,652 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,947,152 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $97,358 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $97,358 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,214 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,214 | TotalTaxAmt |
| Distributable Before Adj | $91,144 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $91,144 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $91,144 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $289,375 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $289,375 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $91,144 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $13,890 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $71,541 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $45,992 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $102,724 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $221,362 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $455,509 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $289,375 | QualifyingDistributionsAmt |
| Applied To Current Year | $91,144 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $198,231 | RemainingDistriFromCorpusAmt |
| Total Corpus | $653,740 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $13,890 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $639,850 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $71,541 | ExcessFromYear4Amt |
| Excess From Year3 | $45,992 | ExcessFromYear3Amt |
| Excess From Year2 | $102,724 | ExcessFromYear2Amt |
| Excess From Year1 | $221,362 | ExcessFromYear1Amt |
| Excess From Current Year | $198,231 | 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 (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALLIANCE FOR THE GREAT LAKES | |||||||
| 150 N MICHIGAN AVE 750 | CHICAGO | IL | 60601 | N/A | PC | ENVIRONMENT | $2,500 |
| ANGEL'S PLACE | |||||||
| 29299 FRANKLIN RD | SOUTHFIELD | MI | 48034 | N/A | PC | SUPPORT FOR DISABLED COMMUNITY | $300 |
| BETTER TOGETHER NW MI | |||||||
| PO BOX 544 | TRAVERSE CITY | MI | 49696 | N/A | PC | SUPPORT FOR DISABLED COMMUNITY | $1,500 |
| BIG BROTHERS AND BIG SISTERS NW MI | |||||||
| 900 E FRONT ST 125 | TRAVERSE CITY | MI | 49686 | N/A | PC | YOUTH SERVICES | $10,000 |
| CAMP CASEY | |||||||
| 25882 ORCHARD LAKE 207 | FARMINGTON HILLS | MI | 48336 | N/A | PC | YOUTH SERVICES | $2,000 |
| CARE HOUSE | |||||||
| 44765 WOODWARD AVE | PONTIAC | MI | 48341 | N/A | PC | CHILD ADVOCACY CENTER FOR THE ABUSED | $10,000 |
| CHILD & FAMILY SERVICES OF NW MI | |||||||
| 3875 VETERANS DR | TRAVERSE CITY | MI | 49684 | N/A | PC | HOMELESS AND RUNAWAY YOUTH | $5,000 |
| CORNERSTONE CHAPEL | |||||||
| 650 BATTLEFIELD PKWY SE | LEESBURG | VA | 20175 | N/A | PC | RELIGIOUS ORGANIZATION | $20,000 |
| DETROIT CHILDRENS FUND | |||||||
| 1155 GRATIOT AVE STE 420 | DETROIT | MI | 48207 | N/A | PC | CHILDRENS EDUCATION | $10,000 |
| ED CHOICE | |||||||
| 111 MONUMENT CIRCLE 2650 | INDIANAPOLIS | IN | 46204 | N/A | PC | CHILDRENS EDUCATION | $2,000 |
| FATHER FRED FOUNDATION | |||||||
| PO BOX 2260 | TRAVERSE CITY | MI | 49685 | N/A | PC | COMMUNITY PROGRAM | $5,000 |
| FEEDING AMERICA WEST MI | |||||||
| 3070 SHAFFER AVE SE | KENTWOOD | MI | 49512 | N/A | PC | COMMUNITY PROGRAM | $10,000 |
| FIRST STEP OF WAYNE COUNTY | |||||||
| 44567 PINETREE DR | PLYMOUTH | MI | 48170 | N/A | PC | PREVENT DOMESTIC ABUSE | $10,000 |
| FOREST HILLS PUBLIC SCHOOLS | |||||||
| 620 FOREST HILL AVE SE | GRAND RAPIDS | MI | 49546 | N/A | NC | CHILDRENS EDUCATION | $5,000 |
| GENERATIONS AHEAD | |||||||
| 3962 N THREE MILE RD | TRAVERSE CITY | MI | 49686 | N/A | PC | OUTREACH PROGRAM | $6,000 |
| GRACE CENTERS OF HOPE | |||||||
| 35 E HURON ST | PONTIAC | MI | 48342 | N/A | PC | HOMELESS SHELTER | $15,000 |
| GRAND TRAVERSE LAND CONSERVANCY | |||||||
| 3860 N LONG LAKE RD | TRAVERSE CITY | MI | 49686 | N/A | PC | PROTECT LAND | $12,500 |
| GRAND TRAVERSE YMCA | |||||||
| 3700 SILVER LAKE RD | TRAVERSE CITY | MI | 49686 | N/A | PC | COMMUNITY PROGRAM | $30,000 |
| HILLSDALE COLLEGE | |||||||
| 33 E COLLEGE ST | HILLSDALE | MI | 49242 | N/A | NC | COLLEGE | $25,000 |
| JOAN ROSE FOUNDATION | |||||||
| 432 S WASHINGTON | ROYAL OAK | MI | 48067 | N/A | PC | CHILDRENS EDUCATION | $12,500 |
| KENT COUNTY CONSERVATION DISTRICT | |||||||
| 3200 EAGLE PARK NE 100C | GRAND RAPIDS | MI | 49525 | N/A | PC | PROTECT LAND | $2,500 |
| LIFEPOINT BIBLE CHURCH | |||||||
| 1249 3 MILE RD SOUTH | TRAVERSE CITY | MI | 49696 | N/A | PC | RELIGIOUS ORGANIZATION | $30,000 |
| MICHAELS PLACE | |||||||
| 1212 VETERANS DR STE 100 | TRAVERSE CITY | MI | 49684 | N/A | PC | GRIEF SUPPORT | $2,500 |
| MOUNT HOLIDAY | |||||||
| 3100 HOLIDAY ROAD | TRAVERSE CITY | MI | 49686 | N/A | PC | PROMOTE RECREATION | $2,500 |
| NORTHWESTERN MICHIGAN COLLEGE | |||||||
| 1701 E FRONT ST | TRAVERSE CITY | MI | 49686 | N/A | NC | COLLEGE | $12,500 |
| NW MI SUPPORTIVE HOUSING | |||||||
| 3588 VETERANS DR 1 | TRAVERSE CITY | MI | 49684 | N/A | PC | MENTAL HEALTH WELLNESS | $2,000 |
| PRE BORN | |||||||
| PO BOX 78221 | INDIANAPOLIS | IN | 46278 | N/A | PC | PRO-LIFE | $5,000 |
| SINGLE MOMM | |||||||
| 1748 S GARFIELD AVE | TRAVERSE CITY | MI | 49686 | N/A | PC | COMMUNITY PROGRAM | $5,000 |
| TART TRAILS | |||||||
| 148 EAST FRONT SUITE 201 | TRAVERSE CITY | MI | 49685 | N/A | PC | PROMOTE RECREATION | $2,500 |
| THE ROCK OF KINGSLEY | |||||||
| 115 E BLAIR ST | KINGSLEY | MI | 49649 | N/A | PC | COMMUNITY PROGRAM | $3,000 |
| TRAVERSE AREA COMMUNITY SAILING | |||||||
| 13170 SW BAYSHORE DR 106 | TRAVERSE CITY | MI | 49684 | N/A | PC | COMMUNITY PROGRAM | $1,000 |
| TURNING POINT USA | |||||||
| 4940 EAST BEVERLY ROAD | PHOENIX | AZ | 85044 | N/A | PC | CONSERVATIVE EDUCATION | $20,000 |
| VETERANS IN CRISIS | |||||||
| PO BOX 2028 | TRAVERSE CITY | MI | 49685 | N/A | PC | VETERANS SUPPORT | $2,500 |
| WOMENS RESOURCE CENTER | |||||||
| 720 SOUTH ELMWOOD STE 2 | TRAVERSE CITY | MI | 49684 | N/A | PC | PREVENT DOMESTIC ABUSE | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $287,800 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $97,875 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $362,915 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $460,790 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $460,790 | 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 | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd | Address Line2ContributorUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| DONALD R PAMELA A KEGLEY | ||||||||
| 1 | 9301 ROLLING RIDGE | TRAVERSE CITY | MI | 49686 | $440,175 | Yes (X) | Yes (X) | |
| CUNNINGHAM LIMP DEVELOPMENT COMPANY | ||||||||
| 2 | 28970 CABOT DRIVE | NOVI | MI | 48377 | $50,000 | Yes (X) | SUITE 100 | |
Non Cash Property Contribution NonCashPropertyContributionGrp (10 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 388 SH FISERV INC | $90,262 | 2025-02-21 |
| 1 | 26 SH GE VERNOVA LLC | $15,495 | 2025-10-21 |
| 1 | 34 SH WHITE MOUNTAIN GROUP | $62,139 | 2025-02-21 |
| 1 | 188 SH ROSS STORES INC | $29,371 | 2025-10-21 |
| 1 | 11.183 SH MERCADOLIBRE INC | $24,398 | 2025-02-21 |
| 1 | 71 SH VEEVA SYSTEMS INC | $20,607 | 2025-10-21 |
| 1 | 566 SH TJX COS INC | $68,959 | 2025-02-21 |
| 1 | 2,845.27 SH AM FD NEW PERSPECTIV | $208,473 | 2025-09-23 |
| 1 | 149 SH ADYN N V ADR | $2,581 | 2025-10-21 |
| 1 | 107 SH GE AEROSPACE | $32,727 | 2025-10-21 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $3,150 | Amt |
| Net Investment Income | $1,575 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,575 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITIES - ETF FUNDS | $373,770 | $469,024 |
| EQUITIES - MUTUAL FUNDS | $586,850 | $655,059 |
| FIXED INCOME - ETF FUNDS | ||
| FIXED INCOME - MUTUAL FUNDS | $777,880 | $794,621 |
| OTHER - MUTUAL FUNDS | $67,278 | $73,200 |
| EQUITIES - COMMON STOCKS |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| US DEPARTMENT OF TREASURY | $9,691 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $12,165 | Amt |
| Net Investment Income | $12,165 | NetInvestmentIncomeAmt |
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