THE ROBERT AND ROSE GLICK CHARITABLE FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE ROBERT AND ROSE GLICK CHARITABLE FOUNDATION (EIN 38-3556345)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-13
- IRS object ID
- 201901339349101615
- Schema version
- 2018v3.1
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-13T10:34:53-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 382622899 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PREDHOMME & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 260 E BROWN STREET SUITE 320 | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 480096232 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383556345 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROBERT AND ROSE GLICK | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 5177692529 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1166 | AddressLine1Txt |
| City | JACKSON | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CARLTON L GLICK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5177692529 | PhoneNum |
| Signature | 2019-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL J PREDHOMME | PreparerPersonNm |
| PTIN | P00011558 | PTIN |
| Phone | 2485401040 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 75.147.255.149 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-09 | IPDt |
| IP Tm | 18:05:58 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 02F1697B996DF436C913761ACEF4E42CB12B052F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CD7E1773E18E6AD3D8DF5A32026353C2C8FBFCF8 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,916,226 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $14,385 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14,385 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $89,389 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $89,101 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $351 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $130,827 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $351 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $104,125 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $103,837 | 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 |
| Legal Fees Rev And Expnss | $60 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $30 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $30 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,970 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $985 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $985 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,611 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,611 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,061 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,724 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $20 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $20 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,722 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,350 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,035 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $148,123 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $148,123 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $165,845 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,350 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $149,158 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$61,720 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $94,487 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,222,609 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $20,320 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $20,320 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,882,147 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,683,545 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,258,422 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,212,361 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $3,222,609 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,160,889 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,916,226 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,222,609 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,160,889 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,222,609 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,160,889 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,222,609 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,160,889 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,222,609 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$61,720 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,160,889 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,160,889 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $122,538 | $130,476 | -$7,938 | -$7,938 |
| CAPITAL GAINS DIVIDENDS | P | $8,289 | $8,289 | $8,289 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $351 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $138,008 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,234,780 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042664 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $11,840 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,945,774 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.004019 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $12,981 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $244,643 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053061 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $12,217 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $255,447 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047826 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $19,274 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $251,685 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.076580 | DistributionYr5Rt |
| Total Distribution | 0.224150 | TotalDistributionRt |
| Average Distribution | 0.044830 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,114,649 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $139,630 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $945 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $140,575 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $149,158 | 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 | $945 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $945 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $945 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,800 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,855 | OverpaymentAmt |
| Applied To ES Tax | $2,855 | 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 | Yes (1) | 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 | NONE | WebsiteAddressTxt |
| Individual With Books | REBECCA ARMSTRONG | IndividualWithBooksNm |
| Phone | 5177692529 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1166 | AddressLine1Txt |
| City | JACKSON | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49204 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| CARLTON L GLICK | ||||||||
| PO BOX 1166 | JACKSON | MI | 49204 | PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| BARRY GLICK | ||||||||
| PO BOX 1166 | JACKSON | MI | 49204 | VICE PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| LORI BURKE | ||||||||
| PO BOX 1166 | JACKSON | MI | 49204 | VICE PRESIDENT/SECR/DIRECTOR | 1.00 | $0 | $0 | $0 |
| AARON T GLICK | ||||||||
| PO BOX 1166 | JACKSON | MI | 49204 | VICE PRESIDENT/TREAS/DIRECTOR | 1.00 | $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) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,291,991 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $870,089 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,162,080 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,162,080 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $47,431 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,114,649 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $155,732 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $155,732 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $945 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $945 | TotalTaxAmt |
| Distributable Before Adj | $154,787 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $154,787 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $154,787 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $149,158 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $149,158 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $945 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $148,213 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $154,787 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $147,636 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $149,158 | QualifyingDistributionsAmt |
| Applied To Year1 | $147,636 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,522 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $153,265 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CONGREGATION B'NAI ISRAEL | |||||||
| PO BOX 810909 | BOCA RATON | FL | 33481 | NONE | PC | GENERAL OPERATING | $1,421 |
| CHABAD LUBAVITCH OF NORTHERN VA | |||||||
| 3939 PRINCE WILLIAM DR | FAIRFAX | VA | 22031 | NONE | PC | GAN ISRAEL PRESCHOOL | $5,000 |
| GESHER JEWISH DAY SCHOOL | |||||||
| 4800 MATTIE MOORE COURT | FAIRFAX | VA | 22030 | NONE | PC | SCHLICHUT EMISSARY PROGRAM | $10,000 |
| ALEXANDER MUSS INSTITUTE ISRAEL EDU | |||||||
| 78 RANDALL AVE | ROCKVILLE CENTRE | NY | 11570 | NONE | PC | ALEXANDER MUSS H.S. IN ISRAEL | $10,000 |
| GOODMAN JEWISH FAMILY SERVICES | |||||||
| 5890 S PINE ISLANE RDSUITE 201 | DAVIE | FL | 33328 | NONE | PC | GENERAL OPERATING | $5,000 |
| JACKSON SCHOOL OF THE ARTS | |||||||
| 634 N MECHANIC ST | JACKSON | MI | 49202 | NONE | PC | CAPITAL CAMPAIGN | $5,000 |
| ELLA SHARP MUSEUM | |||||||
| 3225 FOURTH ST | JACKSON | MI | 49203 | NONE | PC | INTERFIATH SHELTER CHILDREN'S PROGRAMS | $5,000 |
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||
| PO BOX 5892 | HICKSVILLE | NY | 11802 | NONE | PC | YOUTH TRAVEL TO ISRAEL | $5,000 |
| NEW ENGLAND HEMOPHILIA ASSOCIATION | |||||||
| 347 WASHINGTON STSUITE 401 | DEDHAM | MA | 02026 | NONE | PC | HEMOPHILIA CAMP | $5,000 |
| DANA-FARBER CANCER INSTITUTE | |||||||
| 10 BROOKLINE PLACE WEST | BROOKLINE | MA | 02445 | NONE | PC | MULTIPLE MYELOMA RESEARCH | $35,000 |
| TEMPLE BETH EMET | |||||||
| 4807 SOUTH FLAMINGO RD | COOPER CITY | FL | 33330 | NONE | PC | GENERAL OPERATING | $2,480 |
| CONGREGATION B'NAI ISRAEL | |||||||
| 2710 PARK AVE | BRIDGEPORT | CT | 06604 | NONE | PC | GENERAL OPERATING | $2,432 |
| DANA-FARBER CANCER INSTITUTE | |||||||
| 450 BROOKLINE AVE | BOSTON | MA | 02215 | NONE | PC | MULTIPLE MYELOMA RESEARCH | $5,000 |
| TEMPLE BETH ISRAEL | |||||||
| 801 W MICHIGAN AVE | JACKSON | MI | 49202 | NONE | PC | GENERAL OPERATING | $3,090 |
| TEMPLE BETH ISRAEL | |||||||
| 801 W MICHIGAN AVE | JACKSON | MI | 49202 | NONE | PC | GENERAL OPERATING | $1,200 |
| TEMPLE BETH ISRAEL | |||||||
| 801 W MICHIGAN AVE | JACKSON | MI | 49202 | NONE | PC | RABBI FUND | $25,000 |
| JEWISH FEDERATIONS OF NORTH AMERICA | |||||||
| 25 BROADWAYSUITE 1700 | NEW YORK | NY | 10004 | NONE | PC | HURRICANE MICHAEL RELIEF | $22,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $148,123 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,385 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $89,389 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $351 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $104,125 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $104,125 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX AND ACCOUNTING FEES | CategoryTxt |
| Amt | $1,970 | Amt |
| Net Investment Income | $985 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $985 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | VARIOUS FIXED INCOME INVESTMENTS | BondNm |
| EOY Book Value | $1,258,422 | EOYBookValueAmt |
| EOYFMV | $1,212,361 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VARIOUS CORPORATE STOCKS | StockNm |
| EOY Book Value | $1,882,147 | EOYBookValueAmt |
| EOYFMV | $1,683,545 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $60 | LegalFeesAmt |
| Net Investment Income | $30 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $30 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MICHIGAN ANNUAL REPORT FEE | Desc |
| Revenue And Expenses Per Books | $20 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $20 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $6,611 | Amt |
| Net Investment Income | $6,611 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| ROSE M GLICK DECEASED | |||
| PO BOX 1166 | JACKSON | MI | 49204 |
| HIGBY STREET LLC (OWNED BY IDA ROSE GLICK TRUST) | |||
| PO BOX 1166 | JACKSON | MI | 49204 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX PAID | $7,337 | $0 | $0 |
| FOREIGN TAX PAID | $1,724 | $1,724 | $0 |
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