Civic Intelligence

Allan B Copley Charitable Foundation

990PF • Fiscal year 2020 • EIN 61-1458325

Jan 01, 2020 to Dec 31, 2020 • Filed on May 27, 2021

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

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

66th percentile

16%

Higher net margin than 66% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

54th percentile

4.4%

Faster asset growth than 54% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

4th percentile

-76%

Faster revenue growth than 4% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$1,122,542

Up $47,682 (+4.4%) from 2019

Net Assets

Up

$1,122,542

Up $47,682 (+4.4%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin66th percentile

Revenue

Down

$33,159

Down $104,997 (-76%) from 2019

Expenses

Down

$27,957

Down $40,795 (-59%) from 2019

Net Income

Down

$5,202

Down $64,202 (-93%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth54th 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

2020

Assets$1,122,542
Liabilities$0
Net Assets$1,122,542
Open 2020 Filing

Operations Trend

Revenue Growth4th 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

2020

Revenue$33,159
Expenses$27,957
Net Income$5,202
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 27, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHLEEN OCONNELLCo-TrusteePT$0--
EILEEN IDZIAKCo-TrusteePT$0--
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
2021-05-27
Discuss with paid preparer
Yes

Preparer

Firm
Boswell Schultz Sonnenberg & Arnett Plc
Address
415 S JACKSON ST, JACKSON, MI 49201-2399
Preparer
John a Schultz CPA
Phone
5177968880
Raw XML Appendix227 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/Amt0825
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0BOSWELL SCHULTZ
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0825
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01064789
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01237388
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0VARIOUS
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt031793
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt01362
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt04
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt033159
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt033159
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0825
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0825
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt031797
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01362
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt07000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt07000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt031793
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt031793
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt031793
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt05202
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01362
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt04
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt04
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt04
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01362
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt013102
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt018960
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt019860
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0272
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0272
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt031797
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt07000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt020057
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt027957
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt033159
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt033159
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt020057
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt020957
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01362
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt05202
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0272
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt042752
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01122814
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01074860
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01122542
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt062838
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt062838
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt062838
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt063020
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0182
IRS990PF/DistributableAmountGrp/TotalTaxAmt0182
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0182
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0182
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0182
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0182
IRS990PF/FMVAssetsEOYAmt01243163
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01026604
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01064789
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01237388
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01074860
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01122542
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt048256
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt057753
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt05775
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01074860
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01122542
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01243163
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01074860
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01122542
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01074860
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01122542
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01279586
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt053045
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01226541
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt019194
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt063020
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01260392
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01279586
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
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/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/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt07000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt07000
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt07000
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/SubjToTaxRmnrtnExPrchtPymtInd0false
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/Amt07000
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/TotalGrantOrContriPdDurYrAmt07000
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/AppliedToCurrentYearAmt0627
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt06373
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt062838
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt07000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt062211
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt06373
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0272
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0TAX 990-PF
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt019860
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISOR
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt018960
TaxesSchedule/TaxesDetail/Amt0272
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAX 2018
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0272
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHLEEN OCONNELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05177840610
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALLAN B COPLEY CHARITABLE
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/PreparerFirmEIN0571225176
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BOSWELL SCHULTZ SONNENBERG & ARNETT PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0415 S JACKSON ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JACKSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0492012399
ReturnHeader/PreparerPersonGrp/PhoneNum05177968880
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN A SCHULTZ CPA
ReturnHeader/ReturnTs02021-05-27T09:52:56-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KATHLEEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0OCONNELL
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,122,542
Liabilities
$0
Net assets
$1,122,542
Revenue
$33,159
Expenses
$27,957
Net income
$5,202
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