2025-02-06T16:02:02-05:00 2024-12-31 383133790 ANDREWS HOOPER PAVLIK PLC 43252 WOODWARD AVE STE 150 BLOOMFIELD HILLS MI 48302 990PF 2024-01-01 825449374 KEGLEY FAMILY FOUNDATION KEGL 2488932300 9301 ROLLING RIDGE TRAVERSE CITY MI 49686 DONALD R KEGLEY JR PRESIDENT 2488932300 2025-01-27 true true GEORGE W SMITH IV P00654680 2483406050 2025-01-27 2024 2025-03-06 01:10:19Z X 1559726 X 767818 63390 63390 336053 940564 336053 1167261 399443 2415 1208 1207 5113 5113 1868 20 9396 6321 1227 269500 269500 278896 6321 270727 888365 393122 118800 146837 146837 446263 1306591 1412889 565063 1453428 1559726 0 X 565063 1453428 565063 1453428 565063 1453428 565063 888365 1453428 1453428 SALE OF SECURITIES P 129000 125000 4000 4000 SALE OF SECURITIES P 811564 479511 332053 332053 336053 336053 5464 5464 5464 1410 1410 4054 false false false false false false false true true MI true false false false false true N/A DONALD R KEGLEY JR 2488932300 9301 ROLLING RIDGE TRAVERSE CITY MI 49686 false false false false false false false false false false false false false false false false false false false false DONALD R KEGLEY JR 9301 ROLLING RIDGE TRAVERSE CITY MI 49686 PRESIDENT 2.00 0 0 0 PAMELA A KEGLEY 9301 ROLLING RIDGE TRAVERSE CITY MI 49686 VICE PRES. 1.00 0 0 0 BRIAN T KEGLEY 9301 ROLLING RIDGE TRAVERSE CITY MI 49686 TREASURER 1.00 0 0 0 LAURA A PEPLINSKI 9301 ROLLING RIDGE TRAVERSE CITY MI 49686 SECRETARY 1.00 0 0 0 JASON R KEGLEY 9301 ROLLING RIDGE TRAVERSE CITY MI 49686 ASST. SECR. 1.00 0 0 0 NONE NONE N/A 1087661 25611 0 1113272 1113272 16699 1096573 54829 54829 5464 5464 49365 49365 49365 270727 270727 49365 31890 13890 71541 45992 102724 266037 270727 49365 221362 487399 0 31890 455509 13890 71541 45992 102724 221362 DONALD R PAMELA A KEGLEY X ALLIANCE FOR THE GREAT LAKES 150 N MICHIGAN AVE 750 CHICAGO IL 60601 N/A PC ENVIRONMENT 2500 BIG BROTHERS AND BIG SISTERS NW MI 900 E FRONT ST 125 TRAVERSE CITY MI 49686 N/A PC YOUTH SERVICES 2500 BLOOMFIELD CHRISTIAN SCHOOL 3570 TELEGRAPH ROAD BLOOMFIELD HILLS MI 48302 N/A PC CHILDRENS EDUCATION 5000 CARE HOUSE 44765 WOODWARD AVE PONTIAC MI 48341 N/A PC CHILD ADVOCACY CENTER FOR THE ABUSED 7500 CHILD & FAMILY SERVICES OF NW MI 3875 VETERANS DR TRAVERSE CITY MI 49684 N/A PC HOMELESS AND RUNAWAY YOUTH 5000 CORNERSTONE CHAPEL 650 BATTLEFIELD PKWY SE LEESBURG VA 20175 N/A PC RELIGIOUS ORGANIZATION 15000 EAGLES FOR CHILDREN 50430 SCHOOL HOUSE ROAD CANTON MI 48187 N/A PC SUPPORT DISADVANTAGED CHILDREN 25000 ED CHOICE 111 MONUMENT CIRCLE 2650 INDIANAPOLICS IN 46204 N/A PC CHILDRENS EDUCATION 2000 FATHER FRED FOUNDATION PO BOX 2260 TRAVERSE CITY MI 49685 N/A PC COMMUNITY PROGRAM 5000 FIRST STEP OF WAYNE COUNTY 44567 PINETREE DR PLYMOUTH MI 48170 N/A PC PREVENT DOMESTIC ABUSE 25000 FIVE POINTS CHURCH 3411 WALTON BLVD AUBURN HILLS MI 48326 N/A PC RELIGIOUS ORGANIZATION 10000 FOREST HILLS PUBLIC SCHOOLS 620 FOREST HILL AVE SE GRAND RAPIDS MI 49546 N/A NC CHILDRENS EDUCATION 5000 GENERATIONS AHEAD 3962 N THREE MILE RD TRAVERSE CITY MI 49686 N/A PC OUTREACH PROGRAM 5000 GRACE CENTERS OF HOPE 35 E HURON ST PONTIAC MI 48342 N/A PC HOMELESS SHELTER 14000 GRAND TRAVERSE LAND CONSERVANCY 3860 N LONG LAKE RD TRAVERSE CITY MI 48342 N/A PC PROTECT LAND 30000 HILLSDALE COLLEGE 33 E COLLEGE ST HILLSDALE MI 49242 N/A PC COLLEGE 25000 JOAN ROSE FOUNDATION 432 S WASHINGTON ROYAL OAK MI 48067 N/A PC CHILDRENS EDUCATION 12500 KENSINGTON CHURCH 6880 SECOR ROAD TRAVERSE CITY MI 49685 N/A NC RELIGIOUS ORGANIZATION 2500 KENT COUNTY CONSERVATION DISTRICT 3200 EAGLE PARK NE 100C GRAND RAPIDS MI 49525 N/A NC PROTECT LAND 2500 MICHAELS PLACE 1212 VETERANS DR STE 100 TRAVERSE CITY MI 49684 N/A PC GRIEF SUPPORT 2500 MOUNT HOLIDAY 3100 HOLIDAY ROAD TRAVERSE CITY MI 49686 N/A PC PROMOTE RECREATION 2500 NORTHWESTERN MICHIGAN COLLEGE 1701 E FRONT ST TRAVERSE CITY MI 49686 N/A PC COLLEGE 10000 NW MI SUPPORTIVE HOUSING 3588 VETERANS DR 1 TRAVERSE CITY MI 49684 N/A PC MENTAL HEALTH WELLNESS 1500 PENINSULA COMMUNITY LIBRARY 2893 ISLAND VIEW ROAD TRAVERSE CITY MI 49686 N/A PC LIBRARY 1000 PENINSULA TOWNSHIP HEMLOCK PATH 13235 CENTER ROAD TRAVERSE CITY MI 49586 N/A PC PROTECT LAND 5000 PRE BORN PO BOX 78221 INDIANAPOLIS IN 46278 N/A PC PRO-LIFE 5000 SINGLE MOMM 1748 S GARFIELD AVE TRAVERSE CITY MI 49686 N/A PC COMMUNITY PROGRAM 5000 TART TRAILS 148 EAST FRONT SUITE 201 TRAVERSE CITY MI 49685 N/A PC PROMOTE RECREATION 2500 THE ROCK OF KINGSLEY 115 E BLAIR ST KINGSLEY MI 49649 N/A PC COMMUNITY PROGRAM 2500 TRAVERSE CITY PHILHARMONIC 1724 S GARFIELD AVE TRAVERSE CITY MI 49686 N/A PC PROMOTE RECREATION 15000 TURNING POINT USA 4940 EAST BEVERLY ROAD PHOENIX AZ 85044 N/A PC CONSERVATIVE EDUCATION 10000 UNITED WE SMILE 4075 COPPER RIDGE DR TRAVERSE CITY MI 49684 N/A PC DENTAL CARE 3000 WOMENS RESOURCE CENTER 720 SOUTH ELMWOOD STE 2 TRAVERSE CITY MI 49684 N/A PC PREVENT DOMESTIC ABUSE 3000 269500 14 63390 18 336053 399443 399443 false false false false false false false false false false X X 1 DONALD R PAMELA A KEGLEY 9301 ROLLING RIDGE TRAVERSE CITY MI 49686 717818 X X 2 CUNNINGHAM LIMP DEVELOPMENT COMPANY 28970 CABOT DRIVE SUITE 100 NOVI MI 48377 50000 X 1 3,821.577 SH AM FUND WASH INVEST 164288 2024-03-06 1 814 SH JPM CAP GROWTH 38971 2024-11-20 1 1,445 SH AB LARGE CAP GROWTH 78187 2024-07-22 1 1,239 SH GFA 48015 2024-12-17 1 352 SH ISHARES 24182 2024-09-19 1 501 SH RUSSELL MID 37411 2024-09-19 1 173 SH VANGUARD VALUE 15704 2024-09-19 1 70 SH VANGUARD GROWTH 11060 2024-09-19 INDIRECT ACCOUNTING FEES 2415 1208 1207 EQUITIES - ETF FUNDS 299051 348220 EQUITIES - MUTUAL FUNDS 456066 464212 FIXED INCOME - ETF FUNDS 24623 24225 FIXED INCOME - MUTUAL FUNDS 435574 433915 OTHER - MUTUAL FUNDS 57260 58438 EQUITIES - COMMON STOCKS 34017 83879 EQUITIES EXPENSES STATE OF MICHIGAN FILING FEE 20 20 US DEPARTMENT OF TREASURY 1848 INVESTMENT FEES 5113 5113