THE ROBERT AND ROSE GLICK CHARITABLE FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
THE ROBERT AND ROSE GLICK CHARITABLE FOUNDATION (EIN 38-3556345)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-08
IRS object ID
202511289349102036
Schema version
2024v5.1
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)
Return2025-05-08T12:12:08-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

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 Begin2024-01-01TaxPeriodBeginDt

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
Signature2025-05-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL J PREDHOMMEPreparerPersonNm
PTINP00011558PTIN
Phone2485401040PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,635,552FMVAssetsEOYAmt
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$13,067InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$13,067InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$80,289DividendsRevAndExpnssAmt
Dividends Net Invst Incm$79,810DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$29,858NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$487,279GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$29,858CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$123,214TotalRevAndExpnssAmt
Total Net Invst Incm$122,735TotalNetInvstIncmAmt
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$1,375AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$688AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$687AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$12,045OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$12,045OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,800TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,100TaxesNetInvstIncmAmt
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$15,240TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$13,833TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$707TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$152,341ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$152,341ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$167,581TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$13,833TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$153,048TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$44,367ExcessRevenueOverExpensesAmt
Net Investment Income$108,902NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$10,322SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$21,631SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$21,631SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,005,582CorporateStockBOYAmt
Corporate Stock EOY$1,856,090CorporateStockEOYAmt
Corporate Stock EOYFMV$2,755,573CorporateStockEOYFMVAmt
Corporate Bonds BOY$798,024CorporateBondsBOYAmt
Corporate Bonds EOY$642,417CorporateBondsEOYAmt
Corporate Bonds EOYFMV$614,002CorporateBondsEOYFMVAmt
Other Investments BOY$0OtherInvestmentsBOYAmt
Other Investments EOY$234,744OtherInvestmentsEOYAmt
Other Investments EOYFMV$244,346OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,813,928TotalAssetsBOYAmt
Total Assets EOY$2,754,882TotalAssetsEOYAmt
Total Assets EOYFMV$3,635,552TotalAssetsEOYFMVAmt
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$2,813,928RetainedEarningBOYAmt
Retained Earning EOY$2,754,882RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,813,928TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,754,882TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,813,928TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,754,882TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,813,928TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$44,367ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,769,561SubtotalAmt
Other Decreases$14,679OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,754,882TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$487,279GrossSalesPriceAmt
Cost Or Other Basis$457,421CostOrOtherBasisAmt
Gain Or Loss$29,858GainOrLossAmt
Gains Minus Excess Or Losses$29,858GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$29,858CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,514InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,514SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,514TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,292EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,292TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$222TaxDueAmt

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$3,528,761AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$40,450AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,569,211TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,569,211AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$53,538CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,515,673NetVlNoncharitableAssetsAmt
Minimum Investment Return$175,784MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$175,784MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,514TaxBasedOnInvestmentIncomeAmt
Total Tax$1,514TotalTaxAmt
Distributable Before Adj$174,270DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$174,270DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$174,270DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$153,048ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$153,048QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$174,270DistributableAsAdjustedAmt
Undistributed Income PY$151,890UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$153,048QualifyingDistributionsAmt
Applied To Year1$151,890AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,158AppliedToCurrentYearAmt
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$173,112UndistributedIncomeCYAmt
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 (24 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$5,000
BOCA RATON REGIONAL HOSPITAL FOUNDATION
800 MEADOWS RDBOCA RATONFL33486NONEPCMEDICAL RESEARCH$5,000
JEWISH FOR GOOD
1937 W CORNALLIS ROADDURHAMNC27705NONEPCGENERAL OPERATING SUPPORT$5,000
CONGREGATION B'NAI ISRAEL
2710 PARK AVEBRIDGEPORTCT06604NONEPCGENERAL OPERATING SUPPORT$3,230
GESHER JEWISH DAY SCHOOL
4800 MATTIE MOORE COURTFAIRFAXVA22030NONEPCGENERAL OPERATING SUPPORT$10,000
GIVE KIDS THE WORLD
210 SOUTH BASS RDKISSIMMEEFL34746NONEPCGENERAL OPERATING SUPPORT$5,000
HILLEL INTERNATIONAL
PO BOX 92994WASHINGTONDC20044NONEPCGENERAL OPERATING SUPPORT$5,000
HIAS
PO BOX 97077WASHINGTONDC20090NONEPCJEWISH UKRAINE$5,000
JAFINA
633 THIRD AVE 21ST FLOORNEW YORKNY10017NONEPCGENERAL OPERATING SUPPORT$5,000
REBOOT
734 LONGMEADOW ST UNIT 103LONGMEADOWMA01106NONEPCGENERAL OPERATING SUPPORT$5,000
RONALD MCDONALD HOUSE CHARITIES OF AA
1600 WASHINGTON HEIGHTSANN ARBORMI48104NONEPCGENERAL OPERATING SUPPORT$5,000
SECURE COMMUNITY NETWORK
PO BOX 10303CHICAGOIL60610NONEPCGENERAL OPERATING SUPPORT$17,000
SOS CHILDREN'S VILLAGE OF FLORIDA
3681 NW 59TH PLACECOCONUT CREEKFL33073NONEPCSUMMER CAMP PROGRAM$5,000
TEMPLE BETH ISRAEL
801 W MICHIGAN AVEJACKSONMI49202NONEPCGENERAL OPERATING SUPPORT$5,000
TEMPLE BETH ISRAEL
801 W MICHIGAN AVEJACKSONMI49202NONEPCGENERAL OPERATING SUPPORT$1,500
TEMPLE BETH ISRAEL
801 W MICHIGAN AVEJACKSONMI49202NONEPCGENERAL OPERATING SUPPORT$3,100
TEMPLE B'NAI SHALOM
7612 OLD OX ROADFAIRFAX STATIONVA22039NONEPCGENERAL OPERATING SUPPORT$3,376
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 RATONFL33432NONEPCGENERAL OPERATING SUPPORT$2,135
ANTI-DEFAMATION LEAGUE
605 THIRD AVENUENEW YORKNY10158NONEPCGENERAL OPERATING SUPPORT$12,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$152,341TotalGrantOrContriPdDurYrAmt
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$13,067ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$80,289ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$29,858ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$123,214ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$123,214TotalIncomeProducingActyAmt

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$1,375Amt
Net Investment Income$688NetInvestmentIncomeAmt
Disbursements Charitable Prps$687DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondFIXED INCOME INVESTMENTS (DETAIL AVAILABLE UPON REQUEST)BondNm
EOY Book Value$642,417EOYBookValueAmt
EOYFMV$614,002EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKS (DETAIL AVAILABLE UPON REQUEST)StockNm
EOY Book Value$1,856,090EOYBookValueAmt
EOYFMV$2,755,573EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemOTHER INVESTMENTS (DETAIL AVAILABLE UPON REQUEST)CategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$234,744BookValueAmt
EOYFMV$244,346EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBASIS ADJUSTMENTDesc
Amt$14,679Amt

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 Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEESCategoryTxt
Amt$12,045Amt
Net Investment Income$12,045NetInvestmentIncomeAmt
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 (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$1,100$1,100$0
EXCISE TAX$700$0$0

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