BETA

THE ROBERT AND ROSE GLICK CHARITABLE FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
THE ROBERT AND ROSE GLICK CHARITABLE FOUNDATION (EIN 38-3556345)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-15
IRS object ID
202311359349101656
Schema version
2022v5.0
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)
Return2023-05-15T08:55:04-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

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 Begin2022-01-01TaxPeriodBeginDt

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
Signature2023-05-11SignatureDt
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)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,930,349FMVAssetsEOYAmt
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$9,408InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$9,408InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$82,944DividendsRevAndExpnssAmt
Dividends Net Invst Incm$82,201DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$923NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$302,400GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$91,429TotalRevAndExpnssAmt
Total Net Invst Incm$91,609TotalNetInvstIncmAmt
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$1,680AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$840AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$840AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$11,941OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$11,941OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$6,254TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,592TaxesNetInvstIncmAmt
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$19,895TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$14,373TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$860TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$170,075ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$170,075ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$189,970TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$14,373TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$170,935TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$98,541ExcessRevenueOverExpensesAmt
Net Investment Income$77,236NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$29,023SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$13,925SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$13,925SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,116,287CorporateStockBOYAmt
Corporate Stock EOY$2,073,026CorporateStockEOYAmt
Corporate Stock EOYFMV$2,206,384CorporateStockEOYFMVAmt
Corporate Bonds BOY$830,901CorporateBondsBOYAmt
Corporate Bonds EOY$790,411CorporateBondsEOYAmt
Corporate Bonds EOYFMV$710,040CorporateBondsEOYFMVAmt
Total Assets BOY$2,976,211TotalAssetsBOYAmt
Total Assets EOY$2,877,362TotalAssetsEOYAmt
Total Assets EOYFMV$2,930,349TotalAssetsEOYFMVAmt
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$2,976,211RetainedEarningBOYAmt
Retained Earning EOY$2,877,362RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,976,211TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,877,362TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,976,211TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,877,362TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,976,211TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$98,541ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,877,670SubtotalAmt
Other Decreases$308OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,877,362TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES$279,707$303,323-$23,616-$23,616
CAPITAL GAINS DIVIDENDS$22,693$22,693$22,693P
FieldValueIRS element (for citing)
Capital Gain Net Income-$923CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,074InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,074SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,074TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,900EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,900TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,826OverpaymentAmt
Applied To ES Tax$1,826AppliedToESTaxAmt
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$3,129,025AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$16,977AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,146,002TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,146,002AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$47,190CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,098,812NetVlNoncharitableAssetsAmt
Minimum Investment Return$154,941MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$154,941MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,074TaxBasedOnInvestmentIncomeAmt
Total Tax$1,074TotalTaxAmt
Distributable Before Adj$153,867DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$153,867DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$153,867DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$170,935ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$170,935QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$153,867DistributableAsAdjustedAmt
Undistributed Income PY$170,038UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$170,935QualifyingDistributionsAmt
Applied To Year1$170,038AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$897AppliedToCurrentYearAmt
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$152,970UndistributedIncomeCYAmt
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 (21 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
605 THIRD AVENEW YORKNY10158NONEPCEDUCATION$5,000
ANTI-DEFAMATION LEAGUE
120 S LASALLE ST 1550CHICAGOIL60603NONEPCEDUCATION$15,600
BOCA RATON REGIONAL HOSPITAL FOUNDATION
800 MEADOWS RDBOCA RATONFL33486NONEPCEUGENE & CHRISTINE LYNN CANCER INSTITUTE$5,000
CONGREGATION B'NAI ISRAEL
2200 YAMATO RDBOCA RATONFL33431NONEPCGENERAL OPERATING SUPPORT$845
CONGREGATION B'NAI ISRAEL
2710 PARK AVEBRIDGEPORTCT06604NONEPCGENERAL OPERATING SUPPORT$3,490
GESHER JEWISH DAY SCHOOL
4800 MATTIE MOORE COURTFAIRFAXVA22030NONEPCGENERAL OPERATING SUPPORT$10,000
GIVE KIDS THE WORLD
210 SOUTH BASS RDKISSIMMEEFL34746NONEPCGENERAL OPERATING SUPPORT$10,000
GROW JACKSON
740 W MICHIGAN AVEJACKSONMI49201NONEPCFOOD INSECURITY$5,000
HIAS
1300 SPRING ST SUITE 500SILVER SPRINGMD20910NONEPCJEWISH UKRAINE$15,000
JAFINA
633 THIRD AVE 21ST FLOORNEW YORKNY10017NONEPCUKRAINE$20,000
JEWISH NATIONAL FUND
78 RANDALL AVEROCKVILLE CENTRENY11570NONEPCALEXANDER MUSS HIGH SCHOOL IN ISRAEL$10,000
NONPROFIT NETWORK
2800 SPRINGPORT RDJACKSONMI49202NONEPCGENERAL OPERATING SUPPORT$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$15,500
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$3,000
TEMPLE BETH ISRAEL
801 W MICHIGAN AVEJACKSONMI49202NONEPCGENERAL OPERATING SUPPORT$1,100
TEMPLE BETH ISRAEL
801 W MICHIGAN AVEJACKSONMI49202NONEPCGENERAL OPERATING SUPPORT$25,000
TEMPLE B'NAI SHALOM
PO BOX 418MONTVALENJ07645NONEPCGENERAL OPERATING SUPPORT$3,060
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$170,075TotalGrantOrContriPdDurYrAmt
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$9,408ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$82,944ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$923ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$91,429ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$91,429TotalIncomeProducingActyAmt

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$1,680Amt
Net Investment Income$840NetInvestmentIncomeAmt
Disbursements Charitable Prps$840DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondFIXED INCOME INVESTMENTS (DETAIL AVAILABLE UPON REQUEST)BondNm
EOY Book Value$790,411EOYBookValueAmt
EOYFMV$710,040EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKS (DETAIL AVAILABLE UPON REQUEST)StockNm
EOY Book Value$2,073,026EOYBookValueAmt
EOYFMV$2,206,384EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBASIS ADJUSTMENTDesc
Amt$308Amt

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$11,941Amt
Net Investment Income$11,941NetInvestmentIncomeAmt
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 TAX PAID$1,592$1,592$0
EXCISE TAX PAID$4,662$0$0

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