2026-02-23T14:34:18-05:00 2025-12-31 383133790 ANDREWS HOOPER PAVLIK PLC 43252 WOODWARD AVE STE 150 BLOOMFIELD HILLS MI 483025046 990PF 2025-01-01 825449374 KEGLEY FAMILY FOUNDATION KEGL 2488932300 9301 ROLLING RIDGE TRAVERSE CITY MI 49686 DONALD R KEGLEY JR PRESIDENT 2488932300 2026-02-14 true GEORGE W SMITH IV P00654680 2483406050 2026-02-14 2025 2025-03-06 01:10:19Z X 2277713 X 490175 97875 97875 362915 775613 362915 950965 460790 3150 1575 1575 12165 12165 9691 25006 13740 1575 287800 287800 312806 13740 289375 638159 447050 146837 285809 285809 1306591 1805778 1991904 1453428 2091587 2277713 0 X 1453428 2091587 1453428 2091587 1453428 2091587 1453428 638159 2091587 2091587 SALE OF SECURITIES P 775613 412698 362915 362915 362915 362915 6214 6214 6214 5470 5470 744 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 1951361 25443 0 1976804 1976804 29652 1947152 97358 97358 6214 6214 91144 91144 91144 289375 289375 91144 13890 71541 45992 102724 221362 455509 289375 91144 198231 653740 0 13890 639850 71541 45992 102724 221362 198231 DONALD R PAMELA A KEGLEY X ALLIANCE FOR THE GREAT LAKES 150 N MICHIGAN AVE 750 CHICAGO IL 60601 N/A PC ENVIRONMENT 2500 ANGEL'S PLACE 29299 FRANKLIN RD SOUTHFIELD MI 48034 N/A PC SUPPORT FOR DISABLED COMMUNITY 300 BETTER TOGETHER NW MI PO BOX 544 TRAVERSE CITY MI 49696 N/A PC SUPPORT FOR DISABLED COMMUNITY 1500 BIG BROTHERS AND BIG SISTERS NW MI 900 E FRONT ST 125 TRAVERSE CITY MI 49686 N/A PC YOUTH SERVICES 10000 CAMP CASEY 25882 ORCHARD LAKE 207 FARMINGTON HILLS MI 48336 N/A PC YOUTH SERVICES 2000 CARE HOUSE 44765 WOODWARD AVE PONTIAC MI 48341 N/A PC CHILD ADVOCACY CENTER FOR THE ABUSED 10000 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 20000 DETROIT CHILDRENS FUND 1155 GRATIOT AVE STE 420 DETROIT MI 48207 N/A PC CHILDRENS EDUCATION 10000 ED CHOICE 111 MONUMENT CIRCLE 2650 INDIANAPOLIS IN 46204 N/A PC CHILDRENS EDUCATION 2000 FATHER FRED FOUNDATION PO BOX 2260 TRAVERSE CITY MI 49685 N/A PC COMMUNITY PROGRAM 5000 FEEDING AMERICA WEST MI 3070 SHAFFER AVE SE KENTWOOD MI 49512 N/A PC COMMUNITY PROGRAM 10000 FIRST STEP OF WAYNE COUNTY 44567 PINETREE DR PLYMOUTH MI 48170 N/A PC PREVENT DOMESTIC ABUSE 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 6000 GRACE CENTERS OF HOPE 35 E HURON ST PONTIAC MI 48342 N/A PC HOMELESS SHELTER 15000 GRAND TRAVERSE LAND CONSERVANCY 3860 N LONG LAKE RD TRAVERSE CITY MI 49686 N/A PC PROTECT LAND 12500 GRAND TRAVERSE YMCA 3700 SILVER LAKE RD TRAVERSE CITY MI 49686 N/A PC COMMUNITY PROGRAM 30000 HILLSDALE COLLEGE 33 E COLLEGE ST HILLSDALE MI 49242 N/A NC COLLEGE 25000 JOAN ROSE FOUNDATION 432 S WASHINGTON ROYAL OAK MI 48067 N/A PC CHILDRENS EDUCATION 12500 KENT COUNTY CONSERVATION DISTRICT 3200 EAGLE PARK NE 100C GRAND RAPIDS MI 49525 N/A PC PROTECT LAND 2500 LIFEPOINT BIBLE CHURCH 1249 3 MILE RD SOUTH TRAVERSE CITY MI 49696 N/A PC RELIGIOUS ORGANIZATION 30000 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 NC COLLEGE 12500 NW MI SUPPORTIVE HOUSING 3588 VETERANS DR 1 TRAVERSE CITY MI 49684 N/A PC MENTAL HEALTH WELLNESS 2000 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 3000 TRAVERSE AREA COMMUNITY SAILING 13170 SW BAYSHORE DR 106 TRAVERSE CITY MI 49684 N/A PC COMMUNITY PROGRAM 1000 TURNING POINT USA 4940 EAST BEVERLY ROAD PHOENIX AZ 85044 N/A PC CONSERVATIVE EDUCATION 20000 VETERANS IN CRISIS PO BOX 2028 TRAVERSE CITY MI 49685 N/A PC VETERANS SUPPORT 2500 WOMENS RESOURCE CENTER 720 SOUTH ELMWOOD STE 2 TRAVERSE CITY MI 49684 N/A PC PREVENT DOMESTIC ABUSE 2500 287800 14 97875 18 362915 460790 460790 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 440175 X X 2 CUNNINGHAM LIMP DEVELOPMENT COMPANY 28970 CABOT DRIVE SUITE 100 NOVI MI 48377 50000 X 1 388 SH FISERV INC 90262 2025-02-21 1 26 SH GE VERNOVA LLC 15495 2025-10-21 1 34 SH WHITE MOUNTAIN GROUP 62139 2025-02-21 1 188 SH ROSS STORES INC 29371 2025-10-21 1 11.183 SH MERCADOLIBRE INC 24398 2025-02-21 1 71 SH VEEVA SYSTEMS INC 20607 2025-10-21 1 566 SH TJX COS INC 68959 2025-02-21 1 2,845.27 SH AM FD NEW PERSPECTIV 208473 2025-09-23 1 149 SH ADYN N V ADR 2581 2025-10-21 1 107 SH GE AEROSPACE 32727 2025-10-21 INDIRECT ACCOUNTING FEES 3150 1575 1575 EQUITIES - ETF FUNDS 373770 469024 EQUITIES - MUTUAL FUNDS 586850 655059 FIXED INCOME - ETF FUNDS FIXED INCOME - MUTUAL FUNDS 777880 794621 OTHER - MUTUAL FUNDS 67278 73200 EQUITIES - COMMON STOCKS EXPENSES US DEPARTMENT OF TREASURY 9691 INVESTMENT FEES 12165 12165