EDWARD AND JUNE KELLOGG FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- EDWARD AND JUNE KELLOGG FOUNDATION INC (EIN 30-0057241)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-05-15
- IRS object ID
- 201901359349102875
- Schema version
- 2017v2.3
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-15T14:52:05-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 382549242 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BREDERNITZ WAGNER & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 109 W CLINTON STREET | AddressLine1Txt |
| City | HOWELL | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 488431565 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300057241 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARD AND JUNE KELLOGG FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDWA | BusinessNameControlTxt |
| Phone | 5175463330 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1250 BYRON ROAD | AddressLine1Txt |
| City | HOWELL | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48843 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARAH TOTTINGHAM | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 5175463330 | PhoneNum |
| Signature | 2019-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREGORY D CLUM | PreparerPersonNm |
| PTIN | P00144382 | PTIN |
| Phone | 5175462130 | PhoneNum |
| Preparation | 2019-05-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.167.23.169 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-15 | IPDt |
| IP Tm | 14:52:05 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | AE8C9C03515BF28CCA459B9D0240300EC9F1E9FD | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F58C0C34B11AEECA2A6E2CF8F0A3BB35A786744A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,181,285 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $117,248 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $117,248 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $93,284 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $391,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $93,284 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $210,532 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $210,532 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $35,375 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,600 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $25,488 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $2,724 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $2,355 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $2,876 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $2,310 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,510 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $1,510 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,325 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $14,697 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,739 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $958 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,381 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,341 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $40 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $269 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $7,671 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,904 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $30,007 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $26,793 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $98,835 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,680 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $66,358 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $175,768 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $175,768 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $274,603 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,680 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $242,126 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$64,071 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $191,852 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $53,547 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $43,569 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $43,569 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,265,705 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,369,883 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,369,883 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,837,728 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,079,825 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,079,825 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $940,851 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,949 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $938,171 | LandBOYAmt |
| Land EOY | $937,902 | LandEOYAmt |
| Land EOYFMV | $680,089 | LandEOYFMVAmt |
| Other Assets BOY | $31 | OtherAssetsBOYAmt |
| Other Assets EOY | $7,919 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $7,919 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,095,182 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,439,098 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,181,285 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $26,272 | GrantsPayableBOYAmt |
| Other Liabilities BOY | $98 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $193 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $26,370 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $193 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $6,068,812 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,438,905 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,068,812 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,438,905 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,095,182 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,439,098 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,068,812 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$64,071 | ExcessRevenueOverExpensesAmt |
| Other Increases | $434,164 | OtherIncreasesAmt |
| Subtotal | $6,438,905 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,438,905 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| THOMAS PARTNERS - TOTAL ACTIVITY | P | $5,814 | $7,392 | -$1,578 | -$1,578 |
| THOMAS PARTNERS - TOTAL ACTIVITY | P | $95,427 | $65,852 | $29,575 | $29,575 |
| CASH IN LIEU | P | $59 | $59 | $59 | |
| JACKSON FINANICAL-TOTAL ACTIVITY | P | $289,700 | $224,472 | $65,228 | $65,228 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $93,284 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $373,258 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,892,472 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.063345 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $294,287 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,613,678 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052423 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $262,209 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,756,176 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045553 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $290,245 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,424,320 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.053508 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $212,201 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,987,106 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.042550 | DistributionYr5Rt |
| Total Distribution | 0.257379 | TotalDistributionRt |
| Average Distribution | 0.051476 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,194,679 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $318,877 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,919 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $320,796 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $242,126 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,837 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,837 | SubtotalAmt |
| Tax Based On Investment Income | $3,837 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,117 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $8,117 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,280 | OverpaymentAmt |
| Applied To ES Tax | $4,280 | AppliedToESTaxAmt |
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 | WWW.KELLOGGFAMILYFOUNDATION.COM | WebsiteAddressTxt |
| Individual With Books | BREDERNITZ WAGNER CO PC | IndividualWithBooksNm |
| Phone | 5175462130 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 109 W CLINTON STREET | AddressLine1Txt |
| City | HOWELL | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48843 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| THOMAS A KELLOGG | ||||||||
| 1250 BYRON ROAD | HOWELL | MI | 48843 | PRESIDENT | 000.00 | $26,000 | $0 | $0 |
| RYAN KELLOGG | ||||||||
| 1250 BYRON ROAD | HOWELL | MI | 48843 | TREASURER | 000.00 | $250 | $0 | $0 |
| SARAH TOTTINGHAM | ||||||||
| 1250 BYRON ROAD | HOWELL | MI | 48843 | SECRETARY | 000.00 | $9,125 | $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 | $5,303,227 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $50,627 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $935,160 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,289,014 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $6,289,014 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $94,335 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,194,679 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $309,734 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $309,734 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,837 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,837 | TotalTaxAmt |
| Distributable Before Adj | $305,897 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $305,897 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $305,897 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $242,126 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $242,126 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $242,126 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $305,897 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $115,046 | UndistributedIncomePYAmt |
| Qualifying Distributions | $242,126 | QualifyingDistributionsAmt |
| Applied To Year1 | $115,046 | AppliedToYear1Amt |
| Applied To Current Year | $127,080 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $178,817 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KELLOGG FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1250 BYRON ROAD | AddressLine1Txt |
| City | HOWELL | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48843 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5175463330 | RecipientPhoneNum |
| Form And Info And Materials | EDWARD AND JUNE KELLOGG FOUNDATION WILL ACCEPT ALL GRANT REQUESTS AND WILL CONSIDER MAKING THE GRANT IF IT IS WITHIN THE GRANT MAKING GUIDELINES OF THE FOUNDATION. REQUESTS SHOULD INCLUDE AMOUNT REQUESTED, THE PURPOSE THE FUNDS WILL BE USED FOR, AND THE EXEMPT PURPOSE OF THE REQUESTING ORGANIZATION, IF APPLICABLE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THERE ARE NO SUBMISSION DEADLINES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANT FOCUS AREAS: IMPROVING EDUCATION AND CREATING OPPORTUNITIES FOR CAREERS IN DENTISTRY; TO ADVANCE THE DENTAL HEALTH AND WELL-BEING OF YOUTH IN OUR COMMUNITIES AND THOSE UNDERSERVED IN OTHER PARTS OF THE WORLD; TO PROVIDE SPIRITUAL SUPPORT IN THE PROCESS OF THESE ENDEAVORS; TO PROVIDE MONIES AND SUPPORT FOR THE HUMANE TREATMENT OF ANIMALS; TO SUPPORT LOCAL ORGANIZATIONS; AND TO PROMOTE COMMUNITY STEWARDSHIP. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CENTER FOR SUCCESS | |||||||
| 245 E RUNDELL STREET | PONTIAC | MI | 48340 | NONE | PC | GENERAL OPERATIONS | $750 |
| CHILD CONNECT FOR SUCCESS | |||||||
| 2710 E GRAND RIVER AVE | HOWELL | MI | 48843 | NONE | PC | CONFERENCE & PROGRAM SUPPORT | $11,000 |
| CWSCROP WALK | |||||||
| PO BOX 968 | ELKHART | IN | 46515 | NONE | PC | SPONSORSHIP | $500 |
| GLEANER'S FOOD BANK | |||||||
| 2131 BEAUFAIT | DETROIT | MI | 48207 | NONE | PC | GENERAL OPERATIONS | $85 |
| GREAT COMMISSION AIR | |||||||
| 205 MECHANIC STREET | DUNDEE | MI | 48131 | NONE | PC | SCHOLARSHIP GRANT | $88 |
| HOWELL MAIN STREET | |||||||
| 118 W CLINTON STREET | HOWELL | MI | 48843 | NONE | PC | GENERAL DONATION | $8,000 |
| HOWELL PARKS & RECREATION | |||||||
| 925 W GRAND RIVER AVE | HOWELL | MI | 48843 | NONE | PC | TEEN CENTER GRANT | $10,000 |
| HOWELL PUBLIC SCHOOLS | |||||||
| 411 HIGHLANDER WAY | HOWELL | MI | 48843 | NONE | PC | SENIOR PARTY SPONSORSHIP | $100 |
| KALKASKA UNITED METHODIST CHURCH | |||||||
| 2525 BEEBE ROAD | KALKASKA | MI | 49646 | NONE | PC | BOY SCOUT GENERAL SUPPORT | $41,500 |
| LACASA | |||||||
| 2895 W GRAND RIVER AVE | HOWELL | MI | 48843 | NONE | PC | PARENTING CLASSES | $25,000 |
| LIVINGSTON COUNTY CATHOLIC CHARITIE | |||||||
| 1020 GRAND RIVER DR 104 | HOWELL | MI | 48843 | NONE | PC | CHILD WELFARE PROGRAM SUPPORT | $3,005 |
| MOST MINISTRIES | |||||||
| 4090 GEDDES ROAD | ANN ARBOR | MI | 48105 | NONE | PC | FOREIGN MISSIONS | $15,140 |
| SHEPHERD OF THE LAKES CHURCH | |||||||
| 2101 S HACKER ROAD | BRIGHTON | MI | 48114 | NONE | PC | GENERAL OPERATIONS | $8,000 |
| MARINE CORP LEAGUE | |||||||
| 3265 W GRAND RIVER | HOWELL | MI | 48855 | NONE | PC | SPONSORSHIP MARINE CORPS BALL | $300 |
| HOWELL ELKS | |||||||
| 2830 E GRAND RIVER | HOWELL | MI | 48843 | NONE | PC | FUNDRAISER SPONSORSHIP | $200 |
| SOUTHERN SHORES FIELD SVC COUNCIL | |||||||
| 3914 BESTECH DRIVE | YPSILANTI | MI | 48197 | NONE | PC | BSA GENERAL FUND SUPPORT | $5,000 |
| RECYCLE LIVINGSTON | |||||||
| PO BOX 1818 | HOWELL | MI | 48844 | NONE | PC | BUILDING GRANT | $15,000 |
| VETERAN COMMUNITY ACTION TEAM | |||||||
| 110 MICHIGAN AVE STE 200 | LANSING | MI | 48933 | NONE | PC | VETS FAMILY FUN DAY | $3,000 |
| LACASA | |||||||
| 2895 W GRAND RIVER | HOWELL | MI | 48843 | NONE | PC | PHILANTHROPY PTR GEN FD DONATION | $10,000 |
| LACASA | |||||||
| 2895 W GRAND RIVER | HOWELL | MI | 48843 | NONE | PC | CHILD ABUSE PREVENTION CAMPAIGN | $5,000 |
| ST PATRICK'S SCHOOL | |||||||
| 711 RICKETT ROAD | BRIGHTON | MI | 48116 | NONE | PC | ANNUAL DONATION | $500 |
| EXCEL EMPLOYMENT | |||||||
| 3399 GRAND RIVER STE 102 | HOWELL | MI | 48843 | NONE | PC | INDEPENDENT LIVING CENTER GRANT | $11,100 |
| RECYCLE LIVINGSTON | |||||||
| PO BOX 1818 | HOWELL | MI | 48843 | NONE | PC | WEBSITE GRANT | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $175,768 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $117,248 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $93,284 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $210,532 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $210,532 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BREDERNITZ WAGNER & CO., PC | CategoryTxt |
| Amt | $1,325 | Amt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | DEPRECIATION | PropertyDesc |
| Current Year Expense | $269 | CurrentYearExpenseAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CISCO SYSTEMS | $13,985 | $13,985 |
| KELLOGG COMPANY | $34,935 | $34,935 |
| THOMAS PARTNERS - SEE SCHEDULE | $1,320,963 | $1,320,963 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD 500 INDEX FUND - JF | FMV | $265,819 | $265,819 |
| ALPS ALERIAN MLP ETF - TPI | FMV | $42,582 | $42,582 |
| VANGUARD 500 INDEX FUND - MASON CAP | FMV | $3,771,424 | $3,771,424 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| OFFICE EQUIPMENT | $5,690 | $2,949 | $2,741 | $2,741 |
| BUILDING | $309,348 | $309,348 | $309,348 | |
| PONTIUS ROAD | $158,813 | $158,813 | $92,000 | |
| ADAMS ROAD | $467,000 | $467,000 | $276,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | CategoryTxt |
| Legal Fees | $1,510 | LegalFeesAmt |
| Disbursements Charitable Prps | $1,510 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DUE FROM TK | $5 | $5 | $5 |
| PAYROLL TAX OVERPAYMENT | $26 | ||
| PREPAID EXPENSES | $7,914 | $7,914 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| DUES & MEMBERSHIPS | $1,650 | $1,300 |
| INSURANCE | $3,962 | $3,108 |
| MAINTENANCE & UPKEEP | $979 | $450 |
| MARKETING | $6,620 | $6,620 |
| MEALS - FND | $2,010 | $2,010 |
| OPERATING SUPPLIES | $1,371 | $992 |
| PUBLIC RELATIONS/COMMUNITY IN | $50 | $50 |
| WEBSITE | $11,008 | $11,008 |
| UTILITIES | $272 | $272 |
| MISCELLANEOUS | $294 | |
| REPAIRS & MAINT | $430 | $430 |
| BOARD EXPENSES | $254 | |
| OFFICE EXPENSES | $1,107 | $553 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $434,164 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| MICHIGAN WITHHOLDING TAXES | $98 | $16 |
| FED & FICA PAYABLE | $177 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES - TPI | $13,721 | $13,721 | |
| OTHER INVESTMENT FEES | $18 | $18 | |
| LINDHOUT & ASSOC. | $958 | $958 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROPERTY TAXES | $1,782 | $1,782 | |
| FOREIGN TAXES PAID | $559 | $559 | |
| MICHIGAN ANNUAL FEE | $40 | $40 |