MULLICK FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MULLICK FOUNDATION (EIN 45-2044199)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202543189349103964
- Schema version
- 2024v5.2
- 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
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T14:05:35-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 GREAT LAKES 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 | 2024-01-01 | 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 | 2025-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAMELA MAY | PreparerPersonNm |
| PTIN | P00180046 | PTIN |
| Phone | 5862548141 | PhoneNum |
| Preparation | 2025-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,726,859 | 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 | $1,829,693 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $11,742 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,742 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,625,599 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,266,084 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,625,599 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,467,034 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,637,341 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $64,542 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $32,271 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $32,271 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $9,906 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,906 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $20,943 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,728 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $3,233 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,403 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,403 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $97,794 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $45,905 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $37,907 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,771,877 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,771,877 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,869,671 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $45,905 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,809,784 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,597,363 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,591,436 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $126,506 | CashBOYAmt |
| Cash EOY | $33,136 | CashEOYAmt |
| Cash EOYFMV | $33,136 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $204,940 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $204,940 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $6,600 | AcctRcvblAmt |
| Acct Rcvbl EOY | $6,600 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $6,600 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $23,976 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $24,938 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $889,689 | CorporateStockBOYAmt |
| Corporate Stock EOY | $810,880 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,411,164 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $38,435 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $46,081 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,016,195 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,117,967 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,726,859 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,016,195 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,117,967 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,016,195 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,117,967 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,016,195 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,117,967 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,016,195 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,597,363 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,613,558 | SubtotalAmt |
| Other Decreases | $1,495,591 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,117,967 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $2,266,064 | $640,485 | $1,625,579 | $1,625,579 | |
| CAPITAL GAINS DIVIDENDS | $20 | $20 | $20 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,625,599 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $22,121 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $22,121 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $22,121 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $35,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $35,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $921 | EsPenaltyAmt |
| Overpayment | $11,958 | OverpaymentAmt |
| Applied To ES Tax | $11,958 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| VASVI MULLICK | ||||||||
| 1771 FAIRVIEW COURT | SALINE | MI | 48176 | DIRECTOR | 2.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LYRIC MORGAN-OSINSKI | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13096 WOODRIDGE CIRCLE | AddressLine1Txt |
| City | PLYMOUTH | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48170 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $64,542 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $16,801,718 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,243,753 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,045,471 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,045,471 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $285,682 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,759,789 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $937,989 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $937,989 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $22,121 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $22,121 | TotalTaxAmt |
| Distributable Before Adj | $915,868 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $915,868 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $915,868 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,809,784 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,809,784 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $915,868 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $408,855 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,251,156 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,234,969 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,924,403 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,853,239 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,672,622 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,809,784 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $915,868 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $893,916 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,566,538 | 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 | $408,855 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,157,683 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,251,156 | ExcessFromYear4Amt |
| Excess From Year3 | $1,234,969 | ExcessFromYear3Amt |
| Excess From Year2 | $1,924,403 | ExcessFromYear2Amt |
| Excess From Year1 | $1,853,239 | ExcessFromYear1Amt |
| Excess From Current Year | $893,916 | 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 | 7344293389 | RecipientPhoneNum |
| Recipient Email Address | RICK.MULLICK@GMAIL.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 (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 6704 | HAGERSTOWN | MD | 21741 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $250 |
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | NO RELATIONSHIP | PC | RESEARCH AND PATIENT SUPPORT | $500 |
| BICHITRA INC | |||||||
| 5028 VILLAGE PLACE DRIVE | WEST BLOOMFIELD | MI | 48322 | NO RELATIONSHIP | PC | ASSIST NEEDY CITIZENS OF THE COMMUNITY. | $3,000 |
| CHILDREN'S LITERACY NETWORK | |||||||
| 1954 INDUSTRIAL HWY SUITE D | ANN ARBOR | MI | 48104 | NO RELATIONSHIP | PC | PUBLIC EDUCATION AND INFORMATION. | $21,660 |
| DETROIT ACHIEVEMENT ACADEMY | |||||||
| 7000 W OUTER DR | DETROIT | MI | 48235 | NO RELATIONSHIP | PC | PUBLIC EDUCATION AND INFORMATION | $750,000 |
| FOOD GATHERERS | |||||||
| 1 CARROT WAY | ANN ARBOR | MI | 48105 | NO RELATIONSHIP | PC | ASSIST NEEDY CITIZENS OF THE COMMUNITY. | $500 |
| GIVE MERIT INC | |||||||
| 3805 GLEN FALLS | BLOOMFIELD HILLS | MI | 48302 | NO RELATIONSHIP | PC | GENERAL SUPPORT FOR EDUCATIONAL AND MENTORSHIP OPPORTUNITIES TO UNDERSERVED YOUTH IN DETROIT | $450,000 |
| KEEP GROWING DETROIT | |||||||
| 1445 ADELAIDE ST | DETROIT | MI | 48207 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $25,000 |
| MD ANDERSON CANCER CENTER | |||||||
| PO BOX 4486 | HOUSTON | TX | 77210 | NO RELATIONSHIP | PC | MD ANDERSON CARING FUND | $5,000 |
| MICHIGAN KALI BARI | |||||||
| 2601 NINE MILE ROAD | WARREN | MI | 48091 | NO RELATIONSHIP | PC | ASSIST NEEDY CITIZENS OF THE COMMUNITY. | $3,500 |
| MICHIGAN RADIO | |||||||
| 535 W WILIAM ST SUITE 110 | ANN ARBOR | MI | 48103 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $1,000 |
| RENAISSANCE OF HOPE | |||||||
| 10100 GRAND RIVER | DETROIT | MI | 48204 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $300,000 |
| SALINE AREA SOCIAL SERVICES | |||||||
| 1259 INDUSTRIAL DR | SALINE | MI | 48176 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $155,000 |
| SALINE ROTARY FOUNDATION | |||||||
| PO BOX 121 | SALINE | MI | 48176 | NO RELATIONSHIP | PC | GENERAL SUPPORT AND DONATION FOR MULLICK CHALLENGE EVENT | $54,467 |
| SWAJAN OF GREAT LAKES | |||||||
| PO BOX 532555 | LIVONIA | MI | 48152 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $1,000 |
| U OF M MUSICAL SOCIETY | |||||||
| 881 N UNIVERSITY AVE | ANN ARBOR | MI | 48109 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,771,877 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,742 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,625,599 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,637,341 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,637,341 | 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 | $1,829,693 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | AMAZON AND APPLE STOCKS | NoncashPropertyDesc |
| Fair Market Value | $1,647,193 | FairMarketValueAmt |
| Received | 2024-06-25 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (101 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC IRELAND | $1,945 | $5,277 |
| ADVANCED MICRO DEVICE IN | $14,465 | $10,267 |
| AGILENT TECHNOLOGIES INC | $996 | $2,015 |
| AIRBUS SE | $5,850 | $6,055 |
| ALPHABET INC | $37,047 | $83,292 |
| AMAZON.COM INC | $5,026 | $76,787 |
| AMPHENOL CORP NEW | $9,141 | $17,363 |
| APPLE INC | $13,349 | $37,563 |
| ASML HLDG N V | $2,833 | $10,396 |
| ASTRAZENECA PLC | $11,906 | $10,811 |
| ATLASSIAN CORP | $8,037 | $8,518 |
| AUTODESK INC | $29,519 | $32,513 |
| AXON ENTERPRISE INC | $6,314 | $29,716 |
| BANK NEW YORK MELLON COR | $10,152 | $13,445 |
| BLACKROCK INC NEW | $10,158 | $15,377 |
| BOEING CO | $3,547 | $5,310 |
| BOOZ ALLEN HAMILTON HLDG | $4,783 | $6,435 |
| BROADCOM INC | $1,375 | $17,388 |
| BROOKFIELD ASSET MGMT | $9,433 | $14,089 |
| CANADIAN NATL RY CO | $2,327 | $4,060 |
| CAPGEMINI S E | $1,813 | $4,058 |
| CASEYS GEN STORES INC | $4,077 | $5,943 |
| CHECK POINT SOFTWARE T | $2,032 | $4,668 |
| CHEVRON CORP NEW | $804 | $2,173 |
| CHIPOTLE MEXICAN GRILL I | $18,555 | $27,135 |
| CHUBB LTD | $3,067 | $4,145 |
| CONSTELLATION BRANDS INC | $4,821 | $4,420 |
| CORPAY INC | $20,535 | $28,766 |
| CORTEVA INC | $3,294 | $3,133 |
| COSTAR GROUP INC | $15,127 | $14,318 |
| COSTCO WHSL CORP NEW | $1,521 | $9,163 |
| CROWDSTRIKE HLDGS INC | $4,235 | $8,554 |
| DAIICHI SANKYO CO LTD | $14,494 | $10,916 |
| DASSAULT SYS S A | $3,025 | $6,027 |
| DBS GROUP HLDGS LTD | $3,047 | $7,042 |
| ELI LILLY AND CO | $12,130 | $11,580 |
| EXPERIAN PLC | $7,453 | $9,614 |
| EXXON MOBIL CORP | $821 | $2,689 |
| FASTENAL CO | $1,558 | $5,393 |
| FISERV INC | $39,854 | $52,382 |
| GENERAL DYNAMICS CORP | $2,212 | $5,270 |
| GLOBANT S A | $17,370 | $18,226 |
| HDFC BK LTD | $5,189 | $6,386 |
| HEICO CORP NEW | $8,989 | $13,076 |
| HOME DEPOT INC | $1,511 | $3,890 |
| ICON PLC | $4,042 | $4,194 |
| IDEXX LABS INC | $3,160 | $6,202 |
| INTERCONTINENTAL EXCHANG | $12,675 | $12,666 |
| INTUIT | $11,688 | $18,855 |
| INTUITIVE SURGICAL INC | $14,323 | $39,147 |
| LINDE PLC | $2,513 | $4,187 |
| LONDON STK EXCHANGE GR | $5,362 | $6,424 |
| LONZA GROUP AG | $5,424 | $4,996 |
| MARSH & MCLENNAN COS INC | $1,551 | $4,248 |
| MARVELL TECHNOLOGY INC | $17,137 | $16,568 |
| MASTERCARD INC | $21,293 | $31,594 |
| MERCADOLIBRE INC | $7,268 | $10,203 |
| MERCK & CO. INC. | $5,099 | $4,974 |
| META PLATFORMS INC | $5,009 | $29,276 |
| MICROSOFT CORP | $7,185 | $33,720 |
| MONDELEZ INTL INC | $2,759 | $3,584 |
| MONOLITHIC PWR SYS INC | $5,001 | $8,876 |
| MSCI INC | $8,685 | $9,000 |
| MTU AERO ENGINES HLDGS | $5,892 | $9,112 |
| NESTLE S A | $2,368 | $2,043 |
| NETFLIX INC | $12,624 | $17,826 |
| NEUROCRINE BIOSCIENCES I | $24,144 | $23,888 |
| NICE LTD | $11,868 | $10,190 |
| NVIDIA CORP | $1,139 | $33,573 |
| PALO ALTO NETWORKS INC | $2,837 | $16,376 |
| PENUMBRA INC | $4,330 | $8,312 |
| PEPSICO INC | $1,671 | $2,281 |
| REINSURANCE GROUP AMER I | $1,729 | $5,341 |
| REPUBLIC SVCS INC | $3,143 | $10,059 |
| ROPER TECHNOLOGIES INC | $5,252 | $5,199 |
| ROSS STORES INC | $6,426 | $11,345 |
| SALESFORCE INC | $6,880 | $21,731 |
| SCHLUMBERGER LTD | $1,655 | $4,793 |
| SERVICENOW INC | $19,964 | $53,006 |
| SHERWIN-WILLIAMS CO | $2,716 | $3,399 |
| STARBUCKS CORP | $2,933 | $4,563 |
| STRYKER CORP | $4,901 | $12,602 |
| T-MOBILE US INC | $9,568 | $11,037 |
| TAIWAN SEMICONDUCTOR | $1,952 | $17,774 |
| TECHTRONIC INDS LTD | $5,334 | $11,482 |
| TENCENT HLDGS LTD | $7,957 | $10,636 |
| THE TRADE DESK INC | $14,406 | $21,155 |
| TYLER TECHNOLOGIES INC | $17,900 | $31,715 |
| UNION PAC CORP | $2,099 | $4,561 |
| UNITEDHEALTH GROUP INC | $8,384 | $12,647 |
| VEEVA SYS INC | $17,584 | $13,666 |
| VERTEX PHARMACEUTICALS I | $3,899 | $10,068 |
| VISA INC | $6,726 | $14,222 |
| WAL-MART DE MEXICO | $7,263 | $4,620 |
| WEC ENERGY GROUP INC | $8,881 | $9,404 |
| WELLS FARGO & CO | $9,106 | $8,780 |
| WEST PHARMACEUTICAL SVCS | $1,604 | $4,913 |
| WORKDAY INC | $25,883 | $28,383 |
| XYLEM INC | $4,289 | $4,640 |
| ZOETIS INC | $1,542 | $4,072 |
| TERRENO RLTY CORP | $8,120 | $7,392 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $23,976 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $24,938 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ISHARES MSCI EMERGING | AT COST | $10,307 | $10,454 |
| ISHARES MSCI EUROPE | AT COST | $11,951 | $15,727 |
| ISHARES MSCI JAPAN ETF | AT COST | $8,416 | $10,064 |
| WISDOMTREE EUROPE HEDGED | AT COST | $7,761 | $9,836 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS AND LOSSES | Desc |
| Amt | $1,495,591 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| WIRE FEES | $42 | $0 | $42 |
| QUICKBOOK FEES | $2,211 | $0 | $2,211 |
| OFFICE EXPENSES | $150 | $0 | $150 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $9,906 | Amt |
| Net Investment Income | $9,906 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (4 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 |
| RICK MULLICK | |||
| 1771 FAIRVIEW COURT | SALINE | MI | 48176 |
| DILIP K MULLICK FAMILY TRUST | |||
| 1771 FAIRVIEW COURT | SALINE | MI | 48176 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $495 | $495 | $0 |
| FEDERAL TAXES PAID | $13,982 | $0 | $0 |
| PAYROLL TAXES | $6,466 | $3,233 | $3,233 |
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