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Nonprofit · EIN 61-1458325

ALLAN B COPLEY CHARITABLE FOUNDATION

Tax-exempt · JACKSON, MI 49203

Financials

$30K$88K2023$88K$79K2024
Revenue Expenses · by fiscal year end
Financials of ALLAN B COPLEY CHARITABLE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$87,808$78,887$8,921$932,040$0$932,040
December 31, 2023990-PF$30,076$88,051-$57,975$923,119$0$923,119
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$34,951
Interest
$1
Net gain from sales of assets
$52,662
Other income
$194

Expenses

Grants and similar amounts paid
$60,000
Disbursements for charitable purposes
$60,000
Excise tax on investment income
$280

Balance sheet and other

Total assets, start of year
$923,119
Total assets, end of year
$932,040
Total liabilities, end of year
$0
Net assets, end of year
$932,040
Fair market value of assets
$1,091,033
Qualifying distributions
$60,000
Net investment income
$39,060

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
KATHLEEN OCONNELL
1015 S HIGBY, JACKSON, MI 49203
CO-TRUSTEE0$0
EILEEN IDZIAK
10276 E TWIN OAKS DR, TRAVERSE CITY, MI 49684
CO-TRUSTEE0$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
KATHLEEN OCONNELL
1015 S HIGBY, JACKSON, MI 49203
CO-TRUSTEE0$0
EILEEN IDZIAK
10276 E TWIN OAKS DR, TRAVERSE CITY, MI 49684
CO-TRUSTEE0$0

Address and contacts

Address (IRS master file)
1015 S HIGBY ST, JACKSON, MI 49203-2830
In care of
% EILEEN L IDZIAK
Signed the 990-PF
KATHLEEN OCONNELL, CO-TRUSTEE
Phone
(517) 784-0610
Return prepared by
BOSWELL SCHULTZ SONNENBERG & ARNETT PLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
61-1458325
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2004
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$932,040
Income (IRS master file)
$487,275

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$87,808$78,887$932,040IRS
990-PFDecember 2023$30,076$88,051$923,119XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 61-1458325).

Questions about ALLAN B COPLEY CHARITABLE FOUNDATION

What is the EIN of ALLAN B COPLEY CHARITABLE FOUNDATION?
The employer identification number (EIN) of ALLAN B COPLEY CHARITABLE FOUNDATION is 61-1458325.
Is ALLAN B COPLEY CHARITABLE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
Are donations to ALLAN B COPLEY CHARITABLE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ALLAN B COPLEY CHARITABLE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of ALLAN B COPLEY CHARITABLE FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ALLAN B COPLEY CHARITABLE FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of ALLAN B COPLEY CHARITABLE FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
How much revenue does ALLAN B COPLEY CHARITABLE FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $87,808, expenses of $78,887 and total assets of $932,040 at year end.

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