BETA

THE ROBERT AND ROSE GLICK CHARITABLE FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
THE ROBERT AND ROSE GLICK CHARITABLE FOUNDATION (EIN 38-3556345)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-13
IRS object ID
202411349349103261
Schema version
2023v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-13T13:48:43-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN382622899PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PREDHOMME & COBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1260 E BROWN STREET SUITE 320AddressLine1Txt
CityBIRMINGHAMCityNm
State AbbreviationMIStateAbbreviationCd
ZIP480096232ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN383556345EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ROBERT AND ROSE GLICKBusinessNameLine1Txt
Business Name Line2CHARITABLE FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlROBEBusinessNameControlTxt
Phone5177692529PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 927AddressLine1Txt
CityJACKSONCityNm
State AbbreviationMIStateAbbreviationCd
ZIP49204ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCARLTON L GLICKPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5177692529PhoneNum
Signature2024-05-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCARLTONPersonFirstNm
Person LastGLICKPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL J PREDHOMMEPreparerPersonNm
PTINP00011558PTIN
Phone2485401040PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,302,807FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$11,041InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$11,041InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$81,741DividendsRevAndExpnssAmt
Dividends Net Invst Incm$81,120DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$10,024NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$384,623GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$10,024CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$102,806TotalRevAndExpnssAmt
Total Net Invst Incm$102,185TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,880AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$940AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$940AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$11,074OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$11,074OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,427TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,427TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$20OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$20OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$14,401TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$13,441TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$960TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$153,347ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$153,347ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$167,748TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$13,441TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$154,307TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$64,942ExcessRevenueOverExpensesAmt
Net Investment Income$88,744NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$13,925SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$10,322SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$10,322SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,073,026CorporateStockBOYAmt
Corporate Stock EOY$2,005,582CorporateStockEOYAmt
Corporate Stock EOYFMV$2,530,346CorporateStockEOYFMVAmt
Corporate Bonds BOY$790,411CorporateBondsBOYAmt
Corporate Bonds EOY$798,024CorporateBondsEOYAmt
Corporate Bonds EOYFMV$762,139CorporateBondsEOYFMVAmt
Total Assets BOY$2,877,362TotalAssetsBOYAmt
Total Assets EOY$2,813,928TotalAssetsEOYAmt
Total Assets EOYFMV$3,302,807TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,877,362RetainedEarningBOYAmt
Retained Earning EOY$2,813,928RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,877,362TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,813,928TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,877,362TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,813,928TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,877,362TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$64,942ExcessRevenueOverExpensesAmt
Other Increases$1,508OtherIncreasesAmt
Subtotal$2,813,928SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,813,928TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$382,701$374,599$8,102$8,102
CAPITAL GAINS DIVIDENDSP$1,922$1,922$1,922
FieldValueIRS element (for citing)
Capital Gain Net Income$10,024CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,234InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,234SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,234TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,826EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,826TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$592OverpaymentAmt
Applied To ES Tax$592AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressNONEWebsiteAddressTxt
Individual With BooksREBECCA ARMSTRONGIndividualWithBooksNm
Phone5177692529PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 927AddressLine1Txt
CityJACKSONCityNm
State AbbreviationMIStateAbbreviationCd
ZIP49204ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CARLTON L GLICK
PO BOX 927JACKSONMI49204PRESIDENT/DIRECTOR1.00$0$0$0
LORI BURKE
PO BOX 927JACKSONMI49204VICE PRESIDENT/SECR/DIRECT1.00$0$0$0
AARON T GLICK
PO BOX 927JACKSONMI49204VICE PRESIDENT/TREAS/DIREC1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,116,457AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$19,798AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,136,255TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,136,255AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$47,044CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,089,211NetVlNoncharitableAssetsAmt
Minimum Investment Return$154,461MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$154,461MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,234TaxBasedOnInvestmentIncomeAmt
Total Tax$1,234TotalTaxAmt
Distributable Before Adj$153,227DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$153,227DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$153,227DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$154,307ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$154,307QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$153,227DistributableAsAdjustedAmt
Undistributed Income PY$152,970UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$154,307QualifyingDistributionsAmt
Applied To Year1$152,970AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,337AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$151,890UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALEX'S LEMONADE STAND
333 E LANCASTER AVE 414WYNNEWOODPA19096NONEPCCANCER RESEARCH$5,000
ANTI-DEFAMATION LEAGUE
120 S LASALLE ST 1550CHICAGOIL60603NONEPCEDUCATION$16,500
BOCA RATON REGIONAL HOSPITAL FOUNDATION
800 MEADOWS RDBOCA RATONFL33486NONEPCEUGENE & CHRISTINE LYNN CANCER INSTITUTE$5,000
CONGREGATION B'NAI ISRAEL
2710 PARK AVEBRIDGEPORTCT06604NONEPCGENERAL OPERATING SUPPORT$3,130
GESHER JEWISH DAY SCHOOL
4800 MATTIE MOORE COURTFAIRFAXVA22030NONEPCGENERAL OPERATING SUPPORT$10,000
GIVE KIDS THE WORLD
210 SOUTH BASS RDKISSIMMEEFL34746NONEPCGENERAL OPERATING SUPPORT$5,000
HIAS
1300 SPRING ST SUITE 500SILVER SPRINGMD20910NONEPCJEWISH UKRAINE$5,000
JAFINA
633 THIRD AVE 21ST FLOORNEW YORKNY10017NONEPCUKRAINE$10,000
JEWISH NATIONAL FUND
78 RANDALL AVEROCKVILLE CENTRENY11570NONEPCALEXANDER MUSS HIGH SCHOOL IN ISRAEL$5,000
RONALD MCDONALD HOUSE CHARITIES OF AA
1600 WASHINGTON HEIGHTSANN ARBORMI48104NONEPCGENERAL OPERATING SUPPORT$5,000
SECURE COMMUNITY NETWORK
350 W HUBBARD STCHICAGOIL60654NONEPCGENERAL OPERATING SUPPORT$21,500
SOS CHILDREN'S VILLAGE OF FLORIDA
3681 NW 59TH PLACECOCONUT CREEKFL33073NONEPCSUMMER CAMP PROGRAM$5,000
TEMPLE BETH EMET
4807 SOUTH FLAMINGO RDCOOPER CITYFL33330NONEPCGENERAL OPERATING SUPPORT$2,480
TEMPLE BETH ISRAEL
801 W MICHIGAN AVEJACKSONMI49202NONEPCGENERAL OPERATING SUPPORT$1,500
TEMPLE BETH ISRAEL
801 W MICHIGAN AVEJACKSONMI49202NONEPCGENERAL OPERATING SUPPORT$3,100
TEMPLE BETH ISRAEL
801 W MICHIGAN AVEJACKSONMI49202NONEPCGENERAL OPERATING SUPPORT$5,000
TEMPLE B'NAI SHALOM
PO BOX 418MONTVALENJ07645NONEPCGENERAL OPERATING SUPPORT$3,182
TEMPLE BETH ISRAEL
801 W MICHIGAN AVEJACKSONMI49202NONEPCRABBI FUND$25,000
COLLEGE AND CAREER ACCESS CENTER
1082 JACKSON CROSSINGJACKSONMI49202NONEPCGENERAL OPERATING SUPPORT$5,000
FOREIGN POLICY RESEARCH INSTITUTE
123 S BROAD ST SUITE 1920PHILADELPHIAPA19109NONEPCGENERAL OPERATING SUPPORT$5,000
HUSHABYE NURSERY
3003 E MCDOWLEE ROADPHOENIXAZ85008NONEPCGENERAL OPERATING SUPPORT$5,000
TEMPLE BETH EL
333 SW 4TH AVEBOCA RATONFL33482NONEPCGENERAL OPERATING SUPPORT$1,955
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$153,347TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11,041ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$81,741ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$10,024ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$102,806ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$102,806TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX AND ACCOUNTING FEESCategoryTxt
Amt$1,880Amt
Net Investment Income$940NetInvestmentIncomeAmt
Disbursements Charitable Prps$940DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondFIXED INCOME INVESTMENTS (DETAIL AVAILABLE UPON REQUEST)BondNm
EOY Book Value$798,024EOYBookValueAmt
EOYFMV$762,139EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKS (DETAIL AVAILABLE UPON REQUEST)StockNm
EOY Book Value$2,005,582EOYBookValueAmt
EOYFMV$2,530,346EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescMICHIGAN ANNUAL REPORT FEEDesc
Revenue And Expenses Per Books$20RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$20DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescBASIS ADJUSTMENTDesc
Amt$1,508Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEESCategoryTxt
Amt$11,074Amt
Net Investment Income$11,074NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
ROSE M GLICK DECEASED
PO BOX 927JACKSONMI49204
HIGBY STREET LLC (DISSOLVED LLC FORMERLY OWNED BY THE IDA ROSE GLICK TRUST)
PO BOX 927JACKSONMI49204

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$1,427Amt
Net Investment Income$1,427NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.