Civic Intelligence

Allan B Copley Charitable Foundation

990PF • Fiscal year 2013 • EIN 61-1458325

Jan 01, 2013 to Dec 31, 2013 • Filed on May 13, 2014

1015 S Higby49203

(517) 784-0610

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

27th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

30th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

1st percentile

-2300%

Higher net margin than 1% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

51st percentile

$10,000

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 244.4% of source-year revenue.

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

14th percentile

-7.2%

Faster asset growth than 14% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

1st percentile

-95%

Faster revenue growth than 1% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Assets

Down

$1,215,805

Down $94,478 (-7.2%) from 2012

Net Assets

$1,215,805

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2012

Revenue

Down

$4,092

Down $70,571 (-95%) from 2012

Expenses

Up

$98,226

Up $5,828 (+6.3%) from 2012

Net Income

Down

-$94,134

Down $76,399 (-431%) from 2012

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2011: $1,328,231Liabilities 2011: $0Net Assets 2011: $1,328,2312011Assets 2012: $1,310,283Liabilities 2012: $12012Assets 2013: $1,215,805Liabilities 2013: $0Net Assets 2013: $1,215,8052013Assets 2014: $1,214,256Liabilities 2014: $0Net Assets 2014: $1,214,2562014Assets 2015: $1,241,823Liabilities 2015: $0Net Assets 2015: $1,241,8232015Assets 2016: $1,183,664Liabilities 2016: $0Net Assets 2016: $1,183,6642016Assets 2017: $1,140,977Liabilities 2017: $0Net Assets 2017: $1,140,9772017Assets 2018: $1,056,041Liabilities 2018: $0Net Assets 2018: $1,056,0412018Assets 2019: $1,074,860Liabilities 2019: $0Net Assets 2019: $1,074,8602019Assets 2020: $1,122,542Liabilities 2020: $0Net Assets 2020: $1,122,5422020Assets 2021: $1,199,051Liabilities 2021: $0Net Assets 2021: $1,199,0512021Assets 2022: $981,094Liabilities 2022: $0Net Assets 2022: $981,0942022Assets 2023: $923,119Liabilities 2023: $0Net Assets 2023: $923,1192023Assets 2024: $932,040Liabilities 2024: $0Net Assets 2024: $932,0402024

Highlighted filing

2013

Assets$1,215,805
Liabilities$0
Net Assets$1,215,805

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200K-$400KExpenses 2011: $141,9112011Revenue 2012: $74,663Expenses 2012: $92,398Net Income 2012: -$17,7352012Revenue 2013: $4,092Expenses 2013: $98,226Net Income 2013: -$94,1342013Revenue 2014: $89,971Expenses 2014: $93,810Net Income 2014: -$3,8392014Revenue 2015: $92,793Expenses 2015: $112,434Net Income 2015: -$19,6412015Revenue 2016: $42,754Expenses 2016: $102,236Net Income 2016: -$59,4822016Revenue 2017: $62,653Expenses 2017: $105,255Net Income 2017: -$42,6022017Revenue 2018: $15,697Expenses 2018: $100,518Net Income 2018: -$84,8212018Revenue 2019: $138,156Expenses 2019: $68,752Net Income 2019: $69,4042019Revenue 2020: $33,159Expenses 2020: $27,957Net Income 2020: $5,2022020Revenue 2021: $116,000Expenses 2021: $39,491Net Income 2021: $76,5092021Revenue 2022: $11,469Expenses 2022: $229,426Net Income 2022: -$217,9572022Revenue 2023: $30,076Expenses 2023: $88,051Net Income 2023: -$57,9752023Revenue 2024: $87,808Expenses 2024: $78,887Net Income 2024: $8,9212024

Highlighted filing

2013

Revenue$4,092
Expenses$98,226
Net Income-$94,134
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 13, 2014
Return Version
2013v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHLEEN OCONNELLCo-TrusteePT$10,000-$10,000
EILEEN IDZIAKCo-Trustee-$0--
Filing and Contact Details

Filer

EIN
61-1458325
Phone
5177840610

Signing Officer

Name
Kathleen Oconnell
Title
Co-trustee
Phone
5177840610
Signed
2014-05-13
Discuss with paid preparer
Yes

Preparer

Preparer
John a Schultz
Phone
5177898185
Raw XML Appendix274 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt01000
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0INDIRECT ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01000
CompensationExplanation/CompensationExplanationGrp/PersonNm0KATHLEEN OCONNELL
CompensationExplanation/CompensationExplanationGrp/PersonNm1EILEEN IDZIAK
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02010-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0MORGAN STANLEY
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt0979962
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt0939891
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02013-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0-40071
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0VARIOUS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt044686
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt045453
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01065547
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01264424
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0VARIOUS
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt047347
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt047452
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt030618
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0-26526
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt04092
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt04092
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01000
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IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt013545
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt010000
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt064000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt030618
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt030618
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt030618
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-94134
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0953436
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-26526
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt019937
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt022498
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt022498
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0728
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0728
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt030618
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt064000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt024226
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt098226
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt044163
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt04092
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt024226
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt034226
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt013545
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-94134
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0344
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01216149
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01310283
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01215805
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt068646
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt068646
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt068646
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt069045
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0399
IRS990PF/DistributableAmountGrp/TotalTaxAmt0399
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0399
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0399
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0399
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0399
IRS990PF/FMVAssetsEOYAmt01415554
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01310283
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01215805
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0119770
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt044686
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt045453
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0958401
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01065547
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01264424
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt036806
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt058225
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt058225
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01310283
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01215805
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01415554
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01310283
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01215805
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01310283
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01215805
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0195306
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt047347
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt047452
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01401932
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt047515
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01354417
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt021029
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt069045
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01380903
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01401932
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt010000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0KATHLEEN OCONNELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1EILEEN IDZIAK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine101015 S HIGBY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1110276 E TWIN OAKS DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0JACKSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1TRAVERSE CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State1MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode049203
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode149684
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt078644
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt078843
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt057500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt093787
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt074865
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.056951
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.042552
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.066050
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.060762
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.060837
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.054555
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0199
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01380903
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01351299
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.284756
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt064000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt064000
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt064000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0KATHLEEN OCONNELL
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0JACKSON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0MI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode049203
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum05177840610
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0INFORMATION ABOUT REQUESTING ORGANIZATION AND AMOUNT OF GRANT REQUESTED.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0KATHLEEN OCONNELL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05177840610
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine101015 S HIGBY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/City0JACKSON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/State0MI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCode049203
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0GENERALLY IN THE SOUTHERN MICHIGAN AREA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt064000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0GRANTS DONATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine101015 S HIGBY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0JACKSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode049203
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt064000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt064000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt068646
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt04646
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt023216
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt016696
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt014378
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt06251
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt04646
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01605
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt054290
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt023216
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt016696
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt014378
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt064000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt055895
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt060541
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amount0344
OtherDecreasesSchedule/OtherDecreasesDetail/Description0TAX 990-PF
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt022498
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISOR
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt022498
TaxesSchedule/TaxesDetail/Amt0728
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX WITHHELD
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0728
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHLEEN OCONNELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05177840610
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine10ALLAN B COPLEY CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine20FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ALLA
ReturnHeader/Filer/EIN0611458325
ReturnHeader/Filer/PhoneNum05177840610
ReturnHeader/Filer/USAddress/AddressLine101015 S HIGBY
ReturnHeader/Filer/USAddress/City0JACKSON
ReturnHeader/Filer/USAddress/State0MI
ReturnHeader/Filer/USAddress/ZIPCode049203
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10SCHULTZ & SONNENBERG PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine103343 SPRING ARBOR ROAD STE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0JACKSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode049203
ReturnHeader/PreparerPersonGrp/PhoneNum05177898185
ReturnHeader/PreparerPersonGrp/PreparationDt02014-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN A SCHULTZ
ReturnHeader/ReturnTs02014-05-13T15:08:25-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.09$0.08$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.03$0.09$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.01$0.23$0.22
2021Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.12$0.04$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.03$0.03$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.14$0.07$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.02$0.10$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.06$0.11$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.04$0.10$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.09$0.11$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.09$0.09$0.00
2013Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.00$0.10$0.09
2012Summary only. Only limited summary data is available for this year.$1.31$0.00$0.07$0.09$0.02
2011Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.14