Civic Intelligence

Allan B Copley Charitable Foundation

990PF • Fiscal year 2015 • EIN 61-1458325

Jan 01, 2015 to Dec 31, 2015 • Filed on May 16, 2016

Organization Profile
1015 S HigbyJackson, MI 49203

(517) 784-0610

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

19th percentile

-21%

Higher net margin than 19% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

45th percentile

$10,000

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 10.8% of source-year revenue.

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

59th percentile

2.3%

Faster asset growth than 59% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

52nd percentile

3.1%

Faster revenue growth than 52% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$1,241,823

Up $27,567 (+2.3%) from 2014

Net Assets

Up

$1,241,823

Up $27,567 (+2.3%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin19th percentile

Revenue

Up

$92,793

Up $2,822 (+3.1%) from 2014

Expenses

Up

$112,434

Up $18,624 (+20%) from 2014

Net Income

Down

-$19,641

Down $15,802 (-412%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

2015

Assets$1,241,823
Liabilities$0
Net Assets$1,241,823
Open 2015 Filing

Operations Trend

Revenue Growth52nd percentile

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

2015

Revenue$92,793
Expenses$112,434
Net Income-$19,641
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 16, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHLEEN OCONNELLCo-TrusteePT$10,000-$10,000
EILEEN IDZIAKCo-Trustee-$5,000-$5,000
Filing and Contact Details

Filer

Filer Name
Allan B Copley Charitable
EIN
61-1458325
Phone
5177840610
Address
1015 S HIGBY, JACKSON, MI 49203

Signing Officer

Name
Kathleen Oconnell
Title
Co-trustee
Phone
5177840610
Signed
2016-05-16
Discuss with paid preparer
Yes

Preparer

Firm
Schultz & Sonnenberg Pc
Address
3343 SPRING ARBOR ROAD STE 400, JACKSON, MI 49203
Preparer
John a Schultz
Phone
5177898185
Raw XML Appendix286 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
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0MORGAN STANLEY
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1MORGAN STANLEY
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2MORGAN STANLEY
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc3MORGAN STANLEY
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt0103046
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt15023
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt2174866
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt3197657
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt0105509
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt15360
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt2197351
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt3226809
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt2PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt3PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt02463
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1337
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt222485
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt329152
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0VARIOUS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt040807
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt041407
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01107336
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01086117
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0VARIOUS
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt050087
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt050475
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt025615
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt063815
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt03363
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt092793
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt092793
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt028978
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt09378
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt015000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt074000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt074000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt025615
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt025615
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt025615
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-19641
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0544407
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt03363
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt03363
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt03363
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt063815
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt014922
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt022434
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt022434
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt028978
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt074000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt023434
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0112434
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt038356
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt092793
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt023434
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt038434
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt09378
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-19641
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0512
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt047720
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01242335
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01214256
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01241823
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt064008
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt064008
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt064008
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt064157
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0149
IRS990PF/DistributableAmountGrp/TotalTaxAmt0149
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0149
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0149
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0149
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0149
IRS990PF/FMVAssetsEOYAmt01221592
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01214256
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01241823
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt045030
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt040807
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt041407
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01061414
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01107336
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01086117
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt052484
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt043593
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt043593
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01214256
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01241823
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01221592
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01214256
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01241823
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01214256
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01241823
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt055328
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt050087
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt050475
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01302672
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt048039
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01254633
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt019540
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt064157
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01283132
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01302672
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt010000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt15000
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/AddressLine1Txt01015 S HIGBY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt110276 E TWIN OAKS DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0JACKSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1TRAVERSE CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd049203
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd149684
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt065790
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt065939
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt056050
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt064000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt057500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt093787
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt089500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.051273
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.040656
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.046346
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.042552
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.066050
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.060762
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0149
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01283132
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01378657
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01380903
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01351299
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01419944
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01472961
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt074000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.256366
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt073851
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt074000
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0149
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt074000
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
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01015 S HIGBY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0JACKSON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd049203
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum05177840610
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
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/AddressLine1Txt01015 S HIGBY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0JACKSON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd049203
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0GENERALLY IN THE SOUTHERN MICHIGAN AREA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt074000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0GRANTS DONATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01015 S HIGBY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0JACKSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd049203
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt074000
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/AppliedToCurrentYearAmt064008
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt064008
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt023216
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt016696
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt016696
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt033208
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt09992
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt023216
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt074000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt09992
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt049904
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt039912
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0512
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0TAX 990-PF
OtherIncreasesSchedule/OtherIncreasesDetail/Amt047720
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0OTHER
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt022434
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISOR
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt022434
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHLEEN OCONNELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05177840610
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALLAN B COPLEY CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ALLA
ReturnHeader/Filer/EIN0611458325
ReturnHeader/Filer/PhoneNum05177840610
ReturnHeader/Filer/USAddress/AddressLine1Txt01015 S HIGBY
ReturnHeader/Filer/USAddress/CityNm0JACKSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd049203
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0382912625
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHULTZ & SONNENBERG PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03343 SPRING ARBOR ROAD STE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JACKSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd049203
ReturnHeader/PreparerPersonGrp/PhoneNum05177898185
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN A SCHULTZ
ReturnHeader/ReturnTs02016-05-16T10:52:07-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,241,823
Liabilities
$0
Net assets
$1,241,823
Revenue
$92,793
Expenses
$112,434
Net income
-$19,641
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