2024-05-09T08:24:16-04:00 2023-12-31 571225176 BOSWELL SCHULTZ SONNENBERG & ARNETT PLC 415 S JACKSON ST JACKSON MI 492012399 990PF 2023-01-01 611458325 ALLAN B COPLEY CHARITABLE ALLA 5177840610 1015 S HIGBY JACKSON MI 49203 KATHLEEN OCONNELL CO-TRUSTEE 5177840610 2024-05-06 true KATHLEEN OCONNELL XXX-XX-XXXX true TODD R SONNENBERG CPA P00236772 5177968880 2024-05-06 2023 2023-04-26 12:10:37Z X 1066694 X X 1 1 1 30628 30628 30628 -678 460467 475 125 125 125 30076 31229 30754 1055 1055 16396 16396 600 600 18051 18051 0 70000 70000 88051 18051 70000 -57975 13178 30754 18452 14137 14137 962642 908982 1052557 981094 923119 1066694 0 X 981094 923119 981094 923119 981094 923119 981094 -57975 923119 923119 475 183 183 183 183 false false false false false false false true true true false false false false true N/A KATHLEEN OCONNELL 5177840610 1015 S HIGBY JACKSON MI 49203 false false false false false false false true 2020 true false false false false false false false false false false false false KATHLEEN OCONNELL 1015 S HIGBY JACKSON MI 49203 CO-TRUSTEE 000.00 0 0 0 EILEEN IDZIAK 10276 E TWIN OAKS DR TRAVERSE CITY MI 49684 CO-TRUSTEE 000.00 0 0 0 NONE NONE N/A 1046355 16295 0 1062650 1062650 15940 1046710 52336 52336 183 183 52153 52153 52153 70000 70000 52153 2020 47211 64256 64256 70000 52153 17847 82103 47211 47211 0 82103 64256 17847 KATHLEEN OCONNELL 1015 S HIGBY JACKSON MI 49203 5177840610 INFORMATION ABOUT REQUESTING ORGANIZATION AND AMOUNT OF GRANT REQUESTED. NONE GENERALLY IN THE SOUTHERN MICHIGAN AREA GRANTS DONATIONS 1015 S HIGBY JACKSON MI 49203 NONE PUBLIC GENERAL FUND 70000 70000 1 30628 125 -678 30076 30076 false false false false false false false false false false BOSWELL SCHULTZ 1055 1055 MORGAN STANLEY SHORT TERM 2023-03 PURCHASE 2023-09 356042 359519 -3477 MORGAN STANLEY LONG TERM 2020-06 PURCHASE 2023-10 103950 101626 2324 VARIOUS STOCKS 207271 267759 EXCHANGE TRADED FUNDS 560009 635588 MUTUAL FUNDS 141702 149210 OTHER INVESTMENT INCOME 125 125 125 INVESTMENT ADVISOR 16396 16396 FEDERAL TAXES 70 70 FOREIGN TAXES 530 530