2024-11-12T10:51:21-08:00 2023-12-31 381997231 Rottman Kingston & Neuvirth PC 32871 Middlebelt Road Ste 200 Farmington HIlls MI 48334 990PF 2023-01-01 383574592 BRIAN J McKEEN FOUNDATION CO BARRY R BESS BRIA 2488553902 32871 MIDDLEBELT RD 200 FARMINGTON HILLS MI 48334 BRIAN J MCKEEN Trustee 2024-11-12 true true Howard Rudin EA P00021385 2488553902 2023 2024-10-15 13:58:12Z X 525924 X 500000 363 363 363 3313 18445 3313 503676 3676 363 0 0 0 17200 17200 17200 0 17200 486476 3676 363 1167 502110 502110 33102 18718 23814 34269 520828 525924 0 X 34269 520828 34269 520828 34269 520828 34269 486476 83 520828 520828 61.805 fidelity adv equity income P 2000-06-01 2023-02-01 2000 1530 470 470 84.746 fidelity adv small cap P 2000-06-01 2023-02-01 2000 2058 -58 -58 53.908 fidelity adv utilities P 2000-06-01 2023-02-01 2000 1476 524 524 36.563 fidelity adv health care P 2000-06-01 2023-02-01 2000 1267 733 733 9.125 fidelity adv health care P 2000-06-01 2023-06-21 496 316 180 180 51.788 fidlity adv intl small cap P 2000-06-01 2023-06-21 1500 1233 267 267 64.061 fidelity adv strategic div P 2000-06-01 2023-06-21 1000 921 79 79 16.021 fidelity adv consumer staples P 2000-06-01 2023-06-21 1500 1453 47 47 76.511 fidelity adv mid cap value P 2000-06-01 2023-02-01 2000 1708 292 292 13.564 fidelity adv growth opport P 2000-06-01 2023-06-21 1500 1183 317 317 30.404 fidelity adv technology P 2000-06-01 2023-02-01 2000 1987 13 13 Capital Gain Dividends 449 3313 51 51 51 51 51 0 0 false false false false false false false true true MI true false false false false true N/A BARRY R BESS 2488553902 32871 MIDDLEBELT ROAD 200 FARMINGTON HILLS MI 48334 false false false false false false false false false false false false false false false false false false false false false false BRIAN J McKEEN 645 GRISWOLD ST 42ND FLOOR DETROIT MI 48226 President 0.00 0 BRENDA ANN McKEEN 645 GRISWOLD STREET 42ND FLOOR DETROIT MI 48226 Secretary 0.00 0 ALEXANDER MCKEEN 41150 WOODWARED AVE APT E-316 BLOOMFIELD HILLS MI 48304 Director 0.00 0 NONE NONE 0 0 0 0 0 0 0 0 0 51 51 51 51 0 17200 17200 0 19140 52000 29650 100790 17200 0 17200 117990 0 117990 19140 52000 29650 17200 BRIAN J McKEEN X KIRK IN THE HILLS 1340 W LONG LAKE RD BLOOMFIELD HILLS MI 48302 NONE PC SUPPORT RELIGIOUS ACTIVITIES 12000 HAMILTON COLLEGE 198 COLLEGE HILL ROAD CLINTON NY 13323 NONE PC EDUCATION 5200 17200 14 14 363 449 2864 449 3227 3676 48 INVESTMENT INCOME FOR CHARITABLE DISBURSEMENT PURPOSES. false false false false false false false false false false X X 1 brian j mckeen 4303 lahser bloomfield hills MI 48304 500000 X FIDELITY ADV EQUITY INCOME # 280 AT COST 2205 2841 FIDELITY ADV SMALL CAP # 299 AT COST 1754 1919 FIDELITY ADV DIVIDEND GROWTH # 720 AT COST 2288 3015 FIDELITY ADV MATERIALS # 1792 AT COST 1068 1562 FIDELITY ADV HEALTH CARE # 191 AT COST FIDELITY ADV CONSUMER DISCRETIONARY #195 AT COST 1597 2813 FIDELITY ADV SMALL CAP # 1261 AT COST 178 227 FIDELITY ADV STRATEGIC DIV & INC # 1324 AT COST 1840 2005 FIDELITY ADV CONSUMER STAPLES # 1782 AT COST 2770 2745 FIDELITY ADV MID CAP VALUE # 1819 AT COST 1427 1810 Fidelity ADV Utilities # 196 AT COST 1124 1471 fidelity adv growth opport # 168 AT COST 1318 1904 fidelity adv technology # 192 AT COST 1149 1502