MULLICK FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MULLICK FOUNDATION (EIN 45-2044199)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-18
- IRS object ID
- 202013239349100901
- Schema version
- 2019v5.1
- 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
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Reasonable Cause Explanation
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-18T13:52:17-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381910111 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UHY ADVISORS MI INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12900 HALL RD STE 510 | AddressLine1Txt |
| City | STERLING HEIGHTS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 483131153 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 452044199 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MULLICK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MULL | BusinessNameControlTxt |
| Phone | 2313330103 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1771 FAIRVIEW COURT | AddressLine1Txt |
| City | SALINE | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48176 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MONA MULLICK | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2313330103 | PhoneNum |
| Signature | 2020-11-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAMELA MAY | PreparerPersonNm |
| PTIN | P00180046 | PTIN |
| Phone | 5862548141 | PhoneNum |
| Preparation | 2020-11-18 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 99.161.184.10 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-18 | IPDt |
| IP Tm | 13:47:48 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9059A2BF94263A1337F1E596A942BEC7333A4143 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,815,449 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $500,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $23,857 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,857 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $103,768 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,015,155 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $103,768 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $627,625 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $127,625 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $10,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $5,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,755 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,182 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $21,630 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $19,630 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,000 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $33,385 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,812 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $574,194 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $574,194 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $607,579 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,812 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $581,194 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $20,046 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $101,813 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,054,280 | CashBOYAmt |
| Cash EOY | $967,063 | CashEOYAmt |
| Cash EOYFMV | $967,063 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,000,887 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,108,150 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,848,386 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,055,167 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,075,213 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,815,449 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,055,167 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,075,213 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,055,167 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,075,213 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,055,167 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,075,213 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,055,167 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $20,046 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,075,213 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,075,213 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SALE OF STOCK - SHORT TERM | 2019-12-31 | $576,555 | $569,102 | $7,453 | $7,453 |
| SALE OF STOCK - LONG TERM | 2019-12-31 | $438,600 | $342,285 | $96,315 | $96,315 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $103,768 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $183,131 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,907,962 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.062976 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $176,368 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,233,557 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.078963 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $228,581 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $675,736 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.338270 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $89,600 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $586,896 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.152668 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $24,057 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $145,944 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.164837 | DistributionYr5Rt |
| Total Distribution | 0.797714 | TotalDistributionRt |
| Average Distribution | 0.159543 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,467,142 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $553,158 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,018 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $554,176 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $581,194 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,018 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,018 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,018 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $2,300 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,300 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,282 | OverpaymentAmt |
| Applied To ES Tax | $1,282 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MONA MULLICK | IndividualWithBooksNm |
| Phone | 7342604785 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1771 FAIRVIEW COURT | AddressLine1Txt |
| City | SALINE | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48176 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MONA MULLICK | ||||||||
| 1771 FAIRVIEW COURT | SALINE | MI | 48176 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| JOEY P MULLICK | ||||||||
| 1771 FAIRVIEW COURT | SALINE | MI | 48176 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| RICK MULLICK | ||||||||
| 1771 FAIRVIEW COURT | SALINE | MI | 48176 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,346,067 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,173,874 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,519,941 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,519,941 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $52,799 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,467,142 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $173,357 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $173,357 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,018 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,018 | TotalTaxAmt |
| Distributable Before Adj | $172,339 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $172,339 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $172,339 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $581,194 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $581,194 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,018 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $580,176 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $172,339 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $16,760 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $60,255 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $194,794 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $64,851 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $38,014 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $374,674 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $581,194 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $172,339 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $408,855 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $783,529 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $16,760 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $766,769 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $60,255 | ExcessFromYear4Amt |
| Excess From Year3 | $194,794 | ExcessFromYear3Amt |
| Excess From Year2 | $64,851 | ExcessFromYear2Amt |
| Excess From Year1 | $38,014 | ExcessFromYear1Amt |
| Excess From Current Year | $408,855 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MONA MULLICK | ContributingManagerNm |
| Contributing Manager | JOEY P MULLICK | ContributingManagerNm |
| Contributing Manager | RICK MULLICK | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MONA MULLICK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1771 FAIRVIEW COURT | AddressLine1Txt |
| City | SALINE | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48176 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7342604785 | RecipientPhoneNum |
| Recipient Email Address | RMULLICK@EWIE.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | WRITTEN REQUEST WITH ALL RELEVANT BACKGROUND INFORMATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEPTEMBER 30 OF EACH CALENDAR YEAR. | SubmissionDeadlinesTxt |
| Restrictions On Awards | LIMITS BASED ON NEED AND FUNDS AVAILABILITY. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AID IN MILAN | |||||||
| 89 W MAIN ST | MILAN | MI | 48160 | NO RELATIONSHIP | QUALIFIED NON-PROFIT | ASSIST NEEDY CITIZENS OF THE COMMUNITY | $2,500 |
| ALPHA HOUSE | |||||||
| 4290 JACKSON RD | ANN ARBOR | MI | 48103 | NO RELATIONSHIP | QUALIFIED NON-PROFIT | ASSIST YOUTH IN THE COMMUNITY | $5,000 |
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | NO RELATIONSHIP | QUALIFIED NON-PROFIT | RESEARCH AND PATIENT SUPPORT | $500 |
| BICHITRA INC | |||||||
| 5028 VILLAGE PLACE DRIVE | WEST BLOOMFIELD | MI | 48322 | NO RELATIONSHIP | QUALIFIED NON-PROFIT | ASSIST NEEDY CITIZENS OF THE COMMUNITY. | $2,500 |
| BIG BROTHER BIG SISTER WASHTENAW COUNTY | |||||||
| 2890 CARPENTER ROAD 600 | ANN ARBOR | MI | 48108 | NO RELATIONSHIP | QUALIFIED NON-PROFIT | ASSIST NEEDY CITIZENS OF THE COMMUNITY. | $26,300 |
| CAMP KESEM | |||||||
| 10586 WEST PICO BLVD 196 | LOS ANGELES | CA | 90064 | NO RELATIONSHIP | QUALIFIED NON-PROFIT | ASSIST NEEDY CITIZENS OF THE COMMUNITY | $2,500 |
| CHILDREN'S LITERACY NETWORK | |||||||
| 1954 INDUSTRIAL HWY SUITE D | ANN ARBOR | MI | 48104 | NO RELATIONSHIP | QUALIFIED NON-PROFIT | PUBLIC EDUCATION AND INFORMATION. | $15,000 |
| DETROIT ACHIEVEMENT ACADEMY | |||||||
| 7000 W OUTER DR | DETROIT | MI | 48235 | NO RELATIONSHIP | QUALIFIED NON-PROFIT | PUBLIC EDUCATION AND INFORMATION. | $195,000 |
| DURGA TEMPLE | |||||||
| 4215 EAST MCNICHOLS ROAD | DETROIT | MI | 48212 | NO RELATIONSHIP | QUALIFIED NON-PROFIT | RELIGIOUS SERVICES AND EDUCATION. | $1,000 |
| EHM SENIOR SOLUTIONS | |||||||
| 400 W RUSSELL ST | SALINE | MI | 48176 | NO RELATIONSHIP | QUALIFIED NON-PROFIT | ASSIST NEEDY CITIZENS OF THE COMMUNITY | $10,000 |
| GIVE MERIT INC | |||||||
| 3805 GLEN FALLS | BLOOMFIELD HILLS | MI | 48302 | NO RELATIONSHIP | QUALIFIED NON-PROFIT | ASSIST NEEDY CITIZENS OF THE COMMUNITY | $190,000 |
| HINDU CANTON TEMPLE | |||||||
| 44955 CHERRY HILL ROAD | CANTON | MI | 48188 | NO RELATIONSHIP | QUALIFIED NON-PROFIT | RELIGIOUS SERVICES AND EDUCATION. | $951 |
| MD ANDERSON CANCER CENTER | |||||||
| PO BOX 4486 | HOUSTON | TX | 77210 | NO RELATIONSHIP | QUALIFIED NON-PROFIT | CANCER RESEARCH | $10,000 |
| MICHIGAN KALI BARI | |||||||
| 2601 NINE MILE ROAD | WARREN | MI | 48091 | NO RELATIONSHIP | QUALIFIED NON-PROFIT | ASSIST NEEDY CITIZENS OF THE COMMUNITY. | $2,500 |
| MICHIGAN LITERARY AND THEATRICAL SOCIETY | |||||||
| 3490 HONEYSUCKLE CT | ANN ARBOR | MI | 48103 | NO RELATIONSHIP | QUALIFIED NON-PROFIT | ASSIST NEEDY CITIZENS OF THE COMMUNITY. | $4,000 |
| MIDNIGHT GOLF PROGRAM | |||||||
| 30100 TELEGRAPH SUITE 478 | BINGHAM FARMS | MI | 48025 | NO RELATIONSHIP | QUALIFIED NON-PROFIT | ASSIST NEEDY CITIZENS OF THE COMMUNITY. | $5,000 |
| NPR | |||||||
| 535 W WILIAM ST SUITE 110 | ANN ARBOR | MI | 48103 | NO RELATIONSHIP | QUALIFIED NON-PROFIT | PUBLIC EDUCATION AND INFORMATION | $2,000 |
| OZONE HOUSE | |||||||
| 1705 WASHTENAW | ANN ARBOR | MI | 48104 | NO RELATIONSHIP | QUALIFIED NON-PROFIT | ASSIST NEEDY CITIZENS OF THE COMMUNITY | $500 |
| PANCREATIC CANCER ACTION NETWORK | |||||||
| 1500 ROSECARNS AVENUE 200 | MANHATTAN BEACH | CA | 90266 | NO RELATIONSHIP | QUALIFIED NON-PROFIT | PANCREATIC CANCER RESEARCH | $10,000 |
| ROTARY CLUB OF ANN ARBOR NORTH | |||||||
| PO BOX 131217 | ANN ARBOR | MI | 48113 | NO RELATIONSHIP | QUALIFIED NON-PROFIT | ASSIST IN MEETING COMMUNITY NEEDS | $5,000 |
| SALINE AREA SOCIAL SERVICES | |||||||
| 131 EAST MICHIGAN AVENUE | SALINE | MI | 48176 | NO RELATIONSHIP | QUALIFIED NON-PROFIT | ASSIST NEEDY CITIZENS OF THE COMMUNITY. | $10,000 |
| SALINE BOYS BASKETBALL | |||||||
| 1300 CAMPUS PKWY | SALINE | MI | 48176 | NO RELATIONSHIP | QUALIFIED NON-PROFIT | ASSIST YOUTH IN THE COMMUNITY | $500 |
| SALINE MAIN STREET | |||||||
| 109 W MICHIGAN AVE | SALINE | MI | 48176 | NO RELATIONSHIP | QUALIFIED NON-PROFIT | ASSIST IN MEETING COMMUNITY NEEDS | $11,186 |
| SALINE ROTARY CLUB | |||||||
| PO BOX 121 | SALINE | MI | 48176 | NO RELATIONSHIP | QUALIFIED NON-PROFIT | ASSIST IN MEETING COMMUNITY NEEDS AND CHARITABLE PROGRAMS. | $19,257 |
| SANKARA NETHRALAYA OM TRUST | |||||||
| 9710 TRAVILLE GATEWAY DRIVE NO 392 | ROCKVILLE | MD | 20850 | NO RELATIONSHIP | QUALIFIED NON-PROFIT | MEDICAL ASSISTANCE FOR NEEDY CITIZENS OF INDIA | $10,000 |
| SUSAN G KOMEN | |||||||
| DEPT 41831 PO BOX 650309 | DALLAS | TX | 75265 | NO RELATIONSHIP | QUALIFIED NON-PROFIT | CANCER RESEARCH | $4,000 |
| SWAJAN OF GREAT LAKES | |||||||
| PO BOX 871796 | CANTON | MI | 48187 | NO RELATIONSHIP | QUALIFIED NON-PROFIT | ASSIST NEEDY CITIZENS OF THE COMMUNITY. | $1,000 |
| UNIVERSITY OF MICHIGAN - CS MOTT CHILDREN'S HOSPITAL | |||||||
| 1540 E HOSPITAL DRIVE | ANN ARBOR | MI | 48109 | NO RELATIONSHIP | QUALIFIED NON-PROFIT | ASSIST NEEDY CHILDREN OF THE COMMUNITY | $26,000 |
| UNIVERSITY OF MICHIGAN - UNIVERSITY MUSICAL SOCIETY | |||||||
| 881 N UNIVERSITY AVE | ANN ARBOR | MI | 48109 | NO RELATIONSHIP | QUALIFIED NON-PROFIT | PUBLIC EDUCATION AND INFORMATION | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $574,194 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| DETROIT ACHIEVEMENT ACADEMY | |||||||
| 7000 W OUTER DR | DETROIT | MI | 48235 | NO RELATIONSHIP | QUALIFIED NON-PROFIT | PUBLIC EDUCATION AND INFORMATION | $540,000 |
| GIVE MERIT INC | |||||||
| 3805 GLEN FALLS | BLOOMFIELD HILLS | MI | 48302 | NO RELATIONSHIP | QUALIFIED NON-PROFIT | ASSIST NEEDY CITIZENS OF THE COMMUNITY | $540,000 |
| MIDNIGHT GOLF PROGRAM | |||||||
| 30100 TELEGRAPH SUITE 478 | BINGHAM FARMS | MI | 48025 | NO RELATIONSHIP | QUALIFIED NON-PROFIT | ASSIST NEEDY CITIZENS OF THE COMMUNITY | $5,000 |
| SALINE AREA SOCIAL SERVICES | |||||||
| 131 EAST MICHIGAN AVENUE | SALINE | MI | 48176 | NO RELATIONSHIP | QUALIFIED NON-PROFIT | ASSIST NEEDY CITIZENS OF THE COMMUNITY | $10,000 |
| UNIVERSITY OF MICHIGAN - CS MOTT CHILDREN'S HOSPITAL | |||||||
| 1540 E HOSPITAL DRIVE | ANN ARBOR | MI | 48109 | NO RELATIONSHIP | QUALIFIED NON-PROFIT | ASSIST NEEDY CHILDREN OF THE COMMUNITY | $750,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,845,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,857 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $103,768 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $127,625 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $127,625 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | MONA MULLICK | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1771 FAIRVIEW COURT | AddressLine1Txt |
| City | SALINE | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48176 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $500,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | AZIMUTH CAPITAL MANAGEMENT | StockNm |
| EOY Book Value | $2,108,150 | EOYBookValueAmt |
| EOYFMV | $2,848,386 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMINISTRATION EXPENSES | $2,450 | $450 | $2,000 |
| MAINTENANCE FEES | $19,180 | $19,180 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $10,000 | Amt |
| Net Investment Income | $5,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,000 | DisbursementsCharitablePrpsAmt |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | "COVID-19" | ExplanationTxt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| MONA MULLICK | |||
| 1771 FAIRVIEW COURT | SALINE | MI | 48176 |
| JOEY MULLICK | |||
| 1771 FAIRVIEW COURT | SALINE | MI | 48176 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $1,182 | $1,182 | $0 |
| FEDERAL TAXES PAID | $573 | $0 | $0 |
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