The Patricia and David Kepler Foundation
EIN 472457794Total Given 2016–2024
$3.8M
168 grants · $424K avg/year
based on 9 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$10K
typical small grants · $2K–$25K
grant size
56%
supporter · 37/66 multi-year
repeat
$1.6M
Assets (2024)
66
Distinct Recipients
About
As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2021, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $560,333. This amount represents 25% or more of the Foundation's net assets of $2,109,307 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2021. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein.
Focus Areas
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(800) 839-1754
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $106K | $3.5M | $434K | 8 |
| 2017 | $351K | $3.6M | $353K | 36 |
| 2018 | $874K | $3.5M | $1.2M | 51 |
| 2019 | N/A | $3.1M | $115K | N/A |
| 2020 | $1.1M | $2.1M | $72K | 22 |
| 2021 | $560K | $2.7M | $1.3M | 19 |
| 2022 | $250K | $2.0M | $39K | 8 |
| 2023 | $272K | $1.9M | $84K | 13 |
| 2024 | $329K | $1.6M | $70K | 11 |
Grant Size Distribution
Based on 168 grants on record
Minimum
$500
25th Pctl
$2K
Median
$10K
Average
$23K
75th Pctl
$25K
Maximum
$500K
Geographic Distribution
Officers & Directors
DK
David E Kepler II
Dir, Sec, Co- President
Leadership
DK
David E Kepler III
Dir, Treasurer, Vice President
Leadership
PK
Patricia Kepler
Dir, Co- President
Leadership
SH
Sarah Anne Hubble
Dir
SM
Shannon Lynn McDonald
Dir
PK
Patricia Kepler
Dir, Co- President
Leadership
DK
David E Kepler II
Dir, Sec, Co- President
Leadership
DK
David E Kepler III
Dir, Treasurer, Vice President
Leadership
SM
Shannon Lynn McDonald
Dir
SH
Sarah Anne Hubble
Dir
PK
Patricia Kepler
Dir, Co- President
Leadership
DK
David E Kepler II
Dir, Sec, Co- President
Leadership
DK
David E Kepler III
Dir, Treasurer, Vice President
Leadership
SM
Shannon Lynn McDonald
Dir
SH
Sarah Anne Hubble
Dir
DK
David E Kepler III
Dir, Treasurer, Vice President
Leadership
PK
Patricia Kepler
Dir, Co- President
Leadership
DK
David E Kepler II
Dir, Sec, Co- President
Leadership
SH
Sarah Anne Hubble
Dir
SM
Shannon Lynn McDonald
Dir
DK
David E Kepler II
Dir, Sec, Co- President
Leadership
DK
David E Kepler III
Dir, Treasurer, Vice President
Leadership
PK
Patricia Kepler
Dir, Co- President
Leadership
SH
Sarah Anne Hubble
Dir
SM
Shannon Lynn McDonald
Dir
PK
Patricia Kepler
Dir, Co- President
Leadership
DK
David E Kepler III
Dir, Treasurer, Vice President
Leadership
DK
David E Kepler II
Dir, Sec, Co- President
Leadership
SH
Sarah Anne Hubble
Dir
SM
Shannon Lynn McDonald
Dir
DK
David E Kepler II
Dir / Sec / Co- President
Leadership
DK
David E Kepler III
Vice President / Dir / Treasurer
Leadership
PK
Patricia Kepler
Dir / Co- President
Leadership
SM
Shannon Lynn McDonald
Dir
SH
Sarah Anne Hubble
Dir
PK
Patricia Kepler
Dir, Co- President
Leadership
DK
David E Kepler II
Dir, Sec, Co- President
Leadership
DK
David E Kepler III
Dir, Treasurer, Vice President
Leadership
SM
Shannon Lynn McDonald
Dir
SH
Sarah Anne Hubble
Dir
DK
David E Kepler III
Vice President / Dir / Treasurer
Leadership
DK
David E Kepler II
Co- President/President*/Dir/Sec/Treasurer*
Leadership
PK
Patricia Kepler
Co- President / Dir
Leadership
SM
Shannon Lynn McDonald
Dir
SH
Sarah Anne Hubble
Dir
Grants Awarded (168 total)
| Purpose | ||||
|---|---|---|---|---|
| Four Lakes Task Force | Midland, MI | $500,000 | General & Unrestricted | 2020 |
| Sanford Lake Preservation Association | Midland, MI | $140,000 | General & Unrestricted | 2018 |
| Midland Center for the Arts Inc | Midland, MI | $125,000 | Capital Campaign | 2024 |
| Council on Domestic Violence and Sexual Assault | Midland, MI | $100,000 | New Shelter House Building Fund | 2018 |
| Midland County Council on Aging | Midland, MI | $100,000 | Sanford Building Project | 2018 |
| Four Lakes Task Force | Midland, MI | $100,000 | Four Lakes Erosion Program | 2020 |
| United Way of Midland County | Midland, MI | $100,000 | General & Unrestricted | 2020 |
| Four Lakes Task Force | Midland, MI | $100,000 | General & Unrestricted | 2021 |
| United Way of Midland County | Midland, MI | $100,000 | General & Unrestricted | 2021 |
| Ten Sixteen Recovery Network | Midland, MI | $98,000 | PRI Loan Forgiveness | 2022 |
| Ten Sixteen Recovery Network | Midland, MI | $81,000 | New Building Fund | 2020 |
| United Way of Midland County | Midland, MI | $75,000 | General & Unrestricted | 2018 |
| Greater Midland Community Centers Inc | Midland, MI | $75,000 | Greater Together Capital Campaign | 2024 |
| Edenville Township | Edenville, MI | $50,000 | New Edenville Fire Station Building Project | 2018 |
| Mackinac Center | Midland, MI | $50,000 | General & Unrestricted | 2018 |
| Mackinac Center | Midland, MI | $50,000 | General & Unrestricted | 2020 |
| Mackinac Center | Midland, MI | $50,000 | General & Unrestricted | 2021 |
| Midland Business Alliance Foundation | Midland, MI | $50,000 | MBA Infrastructure Committee | 2021 |
| Mackinac Center | Midland, MI | $50,000 | General & Unrestricted | 2022 |
| Midland Business Alliance Foundation | Midland, MI | $50,000 | MBA Infrastructure Committee Fund | 2022 |
| Greater Midland Community Centers Inc | Midland, MI | $50,000 | Greater Together Capital Campaign | 2023 |
| Mackinac Center | Midland, MI | $50,000 | General & Unrestricted | 2023 |
| Midland Center for the Arts Inc | Midland, MI | $50,000 | Capital Campaign | 2023 |
| United Way of Midland County | Midland, MI | $50,000 | General & Unrestricted | 2024 |
| Midland Area Community Foundation | Midland, MI | $46,000 | Gladwin County Community Foundation Flood Relief Fund | 2021 |