BETA

THE ROBERT AND ROSE GLICK CHARITABLE FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
THE ROBERT AND ROSE GLICK CHARITABLE FOUNDATION (EIN 38-3556345)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-06-03
IRS object ID
202121549349100107
Schema version
2020v4.1
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)
Return2021-06-03T09:05:51-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

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 Begin2020-01-01TaxPeriodBeginDt

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 1166AddressLine1Txt
CityJACKSONCityNm
State AbbreviationMIStateAbbreviationCd
ZIP49204ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCARLTON L GLICKPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5177692529PhoneNum
Signature2021-05-21SignatureDt
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

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)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,348,533FMVAssetsEOYAmt
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$195InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$195InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$93,660DividendsRevAndExpnssAmt
Dividends Net Invst Incm$91,126DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$114,991NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$609,465GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss-$21,136TotalRevAndExpnssAmt
Total Net Invst Incm$91,321TotalNetInvstIncmAmt
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$1,815AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$908AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$907AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$11,076OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$11,076OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,371TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,371TaxesNetInvstIncmAmt
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$14,282TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$13,355TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$927TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$153,856ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$153,856ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$168,138TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$13,355TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$154,783TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$189,274ExcessRevenueOverExpensesAmt
Net Investment Income$77,966NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$27,124SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$16,584SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$16,584SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,886,577CorporateStockBOYAmt
Corporate Stock EOY$1,795,676CorporateStockEOYAmt
Corporate Stock EOYFMV$2,150,327CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,194,394CorporateBondsBOYAmt
Corporate Bonds EOY$1,106,256CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,181,622CorporateBondsEOYFMVAmt
Total Assets BOY$3,108,095TotalAssetsBOYAmt
Total Assets EOY$2,918,516TotalAssetsEOYAmt
Total Assets EOYFMV$3,348,533TotalAssetsEOYFMVAmt
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$3,108,095RetainedEarningBOYAmt
Retained Earning EOY$2,918,516RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,108,095TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,918,516TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,108,095TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,918,516TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,108,095TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$189,274ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,918,821SubtotalAmt
Other Decreases$305OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,918,516TotNetAstOrFundBalancesEOYAmt

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$602,926$724,456-$121,530-$121,530
CAPITAL GAINS DIVIDENDS$6,539$6,539$6,539P
FieldValueIRS element (for citing)
Capital Gain Net Income-$114,991CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,084InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,084SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,084TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,839EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,839TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$755OverpaymentAmt
Applied To ES Tax$755AppliedToESTaxAmt
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 1166AddressLine1Txt
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CARLTON L GLICK
PO BOX 1166JACKSONMI49204PRESIDENT/DIRECTOR1.00$0$0$0
BARRY GLICK
PO BOX 1166JACKSONMI49204VICE PRESIDENT/DIRECTOR1.00$0$0$0
LORI BURKE
PO BOX 1166JACKSONMI49204VICE PRESIDENT/SECR/DIRECT1.00$0$0$0
AARON T GLICK
PO BOX 1166JACKSONMI49204VICE 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$3,028,905AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$59,049AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,087,954TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,087,954AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$46,319CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,041,635NetVlNoncharitableAssetsAmt
Minimum Investment Return$152,082MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$152,082MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,084TaxBasedOnInvestmentIncomeAmt
Total Tax$1,084TotalTaxAmt
Distributable Before Adj$150,998DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$150,998DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$150,998DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$154,783ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$154,783QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$154,783AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$150,998DistributableAsAdjustedAmt
Undistributed Income PY$153,831UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$154,783QualifyingDistributionsAmt
Applied To Year1$153,831AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$952AppliedToCurrentYearAmt
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$150,046UndistributedIncomeCYAmt
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 (18 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CONGREGATION B'NAI ISRAEL
PO BOX 810909BOCA RATONFL33481NONEPCGENERAL OPERATING$3,081
CONGREGATION B'NAI ISRAEL
2710 PARK AVEBRIDGEPORTCT06604NONEPCGENERAL OPERATING$3,405
GESHER JEWISH DAY SCHOOL
4800 MATTIE MOORE COURTFAIRFAXVA22030NONEPCGENERAL OPERATING$10,000
UNITED WAY OF JACKSON COUNTY
536 N JACKSON STJACKSONMI49201NONEPCCOVID-19 EMERGENCY RESPONSE FUND$15,000
TEMPLE BETH EMET
4807 SOUTH FLAMINGO RDCOOPER CITYFL33330NONEPCGENERAL OPERATING$2,480
TEMPLE BETH ISRAEL
801 W MICHIGAN AVEJACKSONMI49202NONEPCGENERAL OPERATING$1,200
TEMPLE BETH ISRAEL
801 W MICHIGAN AVEJACKSONMI49202NONEPCRABBI FUND$25,000
TEMPLE BETH ISRAEL
801 W MICHIGAN AVEJACKSONMI49202NONEPCGENERAL OPERATING$3,090
ALEXANDER MUSS INSTITUTE
78 RANDALL AVEROCKVILLE CENTRENY11570NONEPCISRAEL AND JUDAISM EDUCATION$5,000
ANTI-DEFAMATION LEAGUE
605 THIRD AVENEW YORKNY10158NONEPCCOMBATING ANTI-SEMITISM$5,000
ANTI-DEFAMATION LEAGUE
120 S LASALLE SUITE 1550CHICAGOIL60603NONEPCEDUCATION$17,800
BOCA RATON REGIONAL HOSPITAL FOUNDATION
800 MEADOWS RDBOCA RATONFL33486NONEPCLYNN CANCER INSTITUTE$10,000
CANCER RESEARCH INSTITUTE
29 BROADWAY 4TH FLOORNEW YORKNY10006NONEPCMEDICAL RESEARCH$5,000
DANA-FARBER CANCER INSTITUTE
10 BROOKLINE PLACE WESTBROOKLINEMA02445NONEPCJEROME LIPPER MULTIPLE MYELOMA CENTER AND LEBOW INSTITUTE FOR MYELOMA THERAPEUTICSJEROME LIPPER MULTIPLE MYELOMA CENTER & LEBOW INSTITUTE FOR MYELOMA THERAPEUTICS$15,000
FACING OUR RISK OF CANCER EMPOWERED
16057 TAMPA PALMS BLVD W 373TAMPAFL33647NONEPCCANCER EDUCATION AND SUPPORT$5,000
GOODMAN FAMILY SERVICES OF BROWARD FOUNDATION
5890 S PINE ISLAND ROAD SUITE 201DAVIEFL33328NONEPCEMERGENCY FINANCIAL ASSISTANCE$5,000
HEART OF ADOPTIONS ALLIANCE
418 WEST PLATT ST SUITE CTAMPAFL33606NONEPCST FRANCES FUND; SPECIAL NEEDS CHILDREN ADOPTION$5,000
SECURE COMMUNITY NETWORK
25 BROADWAY SUITE 1700NEW YORKNY10004NONEPCJEWISH FEDERATION$17,800
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$153,856TotalGrantOrContriPdDurYrAmt
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$195ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$93,660ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$114,991ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion-$21,136ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$21,136TotalIncomeProducingActyAmt

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$1,815Amt
Net Investment Income$908NetInvestmentIncomeAmt
Disbursements Charitable Prps$907DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondVARIOUS FIXED INCOME INVESTMENTSBondNm
EOY Book Value$1,106,256EOYBookValueAmt
EOYFMV$1,181,622EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockVARIOUS CORPORATE STOCKSStockNm
EOY Book Value$1,795,676EOYBookValueAmt
EOYFMV$2,150,327EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBASIS ADJUSTMENTSDesc
Amt$305Amt

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$11,076Amt
Net Investment Income$11,076NetInvestmentIncomeAmt
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 1166JACKSONMI49204
HIGBY STREET LLC (DISSOLVED LLC FORMERLY OWNED BY THE IDA ROSE GLICK TRUST)
PO BOX 1166JACKSONMI49204

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX PAIDCategoryTxt
Amt$1,371Amt
Net Investment Income$1,371NetInvestmentIncomeAmt
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.