THE ROBERT AND ROSE GLICK CHARITABLE FOUNDATION: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
THE ROBERT AND ROSE GLICK CHARITABLE FOUNDATION (EIN 38-3556345)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-03-15
IRS object ID
201120769349100202
Schema version
2010v3.2
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2011-03-15T09:43:53-05:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1PREDHOMME & COBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1260 E BROWN STREET SUITE 320AddressLine1
CityBIRMINGHAMCity
StateMIState
ZIP Code480096232ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2010-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN383556345EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE ROBERT AND ROSE GLICK CHARITABLE FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlROBENameControl
Phone5177871900Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1166AddressLine1
CityJACKSONCity
StateMIState
ZIP Code49204ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameCARLTON L GLICKName
TitleTRUSTEETitle
Phone5177871900Phone
Date Signed2011-03-01DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameMICHAEL J PREDHOMMEName
Phone2485401040Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY266458FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss0ContriReceivedRevAndExpnss
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss729InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm729InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss263DividendsRevAndExpnss
Dividends Net Invst Incm263DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss0NetGainSaleAssetsRevAndExpnss
Gross Sales Price75000GrossSalesPrice
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses992TotalRevenueAndExpenses
Total Net Investment Income992TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss840AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm420AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps420AccountingFeesDsbrsChrtblPrps
Other Expenses Rev And Expnss20OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm0OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps20OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss860TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm420TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps440TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss14017ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps14017ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss14877TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm420TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps14457TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-13885ExcessOfRevenueOverExpenses
Net Investment Income572NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY111147SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY72262SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV72262SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY435976InvestmentsCorpStockBOY
Investments Corp Stock EOY435976InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV94196InvestmentsCorpStockEOYFMV
Investments Other BOY75000InvestmentsOtherBOY
Investments Other EOY100000InvestmentsOtherEOY
Investments Other EOYFMV100000InvestmentsOtherEOYFMV
Total Assets BOY622123TotalAssetsBOY
Total Assets EOY608238TotalAssetsEOY
Total Assets EOYFMV266458TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY0CapitalStockBOY
Capital Stock EOY0CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY622123RetainedEarningsBOY
Retained Earnings EOY608238RetainedEarningsEOY
Total Net Assets BOY622123TotalNetAssetsBOY
Total Net Assets EOY608238TotalNetAssetsEOY
Total Liabilities Net Assets BOY622123TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY608238TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY622123TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-13885ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal608238Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY608238TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo

FieldValueIRS element (for citing)
Description Of Asset$75,000 - GE MONEY BANK CDDescriptionOfAsset
How AcquiredPHowAcquired
Date Acquired2009-11-16DateAcquired
Date Sold2010-11-19DateSold
Gross Sales Price75000GrossSalesPrice
Cost Or Other Basis75000CostOrOtherBasis
Gain Or Loss0GainOrLoss
Gains Minus Excess Or Losses0GainsMinusExcessOrLosses
FieldValueIRS element (for citing)
Capital Gain Net Income0CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year116409QualifyingDistributionsYear1
Noncharitable Assets Year1194844NoncharitableAssetsYear1
Distribution Ratio Year10.084216DistributionRatioYear1
Qualifying Distributions Year226922QualifyingDistributionsYear2
Noncharitable Assets Year2313186NoncharitableAssetsYear2
Distribution Ratio Year20.085962DistributionRatioYear2
Qualifying Distributions Year328736QualifyingDistributionsYear3
Noncharitable Assets Year3549135NoncharitableAssetsYear3
Distribution Ratio Year30.052330DistributionRatioYear3
Qualifying Distributions Year426541QualifyingDistributionsYear4
Noncharitable Assets Year4581504NoncharitableAssetsYear4
Distribution Ratio Year40.045642DistributionRatioYear4
Qualifying Distributions Year520404QualifyingDistributionsYear5
Noncharitable Assets Year5550174NoncharitableAssetsYear5
Distribution Ratio Year50.037086DistributionRatioYear5
Total Distribution Ratio0.305236TotalDistributionRatio
Average Distribution Ratio0.061047AverageDistributionRatio
Net Noncharitable Assets276850NetNoncharitableAssets
Adjusted Noncharitable Assets16901AdjustedNoncharitableAssets
One Percent Net Investment Income6OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One16907AdjNonchrtblAssetsAndOnePct
Qualifying Distributions14457QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax11InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal11Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income11TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment200EstTaxPaymentsAndOverpayment
Total Credits And Payments200TotalCreditsAndPayments
Overpayment189Overpayment
Amount Credited To Next Year189AmountCreditedToNextYear
Amount To Be Refunded0AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithMIStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors1NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressNONEWebsiteAddress
Books In Care Of Person NameREBECCA ARMSTRONGBooksInCareOfPersonName
Books In Care Of Phone Number5177871900BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1166AddressLine1
CityJACKSONCity
StateMIState
ZIP Code49204ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
ROSE M GLICK
PO BOX 1166JACKSONMI49204PRESIDENT/DIRECTOR1.00000
BARRY J GLICK
PO BOX 1166JACKSONMI49204VICE PRESIDENT/DIRECTOR1.00000
SUSAN G WEBER
PO BOX 1166JACKSONMI49204DIRECTOR1.00000
CARLTON L GLICK
PO BOX 1166JACKSONMI49204SECR/TREAS/DIRECTOR1.00000
GARY M GLICK
PO BOX 1166JACKSONMI49204DIRECTOR1.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Description1N/ADescription1
Amount10Amount1
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities101707AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances179359AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets281066TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets281066AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable4216CashDeemedCharitable
Net Noncharitable Assets276850NetNoncharitableAssets
Minimum Investment Return13843MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return13843MinimumInvestmentReturn
Tax Based On Investment Income11TaxBasedOnInvestmentIncome
Total Tax11TotalTax
Distributable Amount Before Adj13832DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded13832DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted13832DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions14457ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions14457QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions14457AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted13832DistributableAmountAsAdjusted
Undistributed Income Prior Year8173UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Total Excess Distri Carryover0TotalExcessDistriCarryover
Qualifying Distributions14457QualifyingDistributions
Applied To Year18173AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year6284AppliedToCurrentYear
Remaining Distri From Corpus0RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus0TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY7548UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year0ExcessDistriCyovToNextYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerROSE M GLICKContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (12 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
CONGREGATION B'NAI ISRAEL
2200 YAMATO ROADBOCA RATONFL33431NONEPUBLICGENERAL OPERATING$2,102
CONGREGATION B'NAI ISRAEL
2200 YAMATO ROADBOCA RATONFL33431NONEPUBLICGENERAL OPERATING$2,102
TEMPLE BETH ISRAEL
801 W MICHIGAN AVENUEJACKSONMI49202NONEPUBLICGENERAL OPERATING$200
TEMPLE BETH ISRAEL
801 W MICHIGAN AVENUEJACKSONMI49202NONEPUBLICGENERAL OPERATING$875
TEMPLE BETH ISRAEL
801 W MICHIGAN AVENUEJACKSONMI49202NONEPUBLICGENERAL OPERATING$2,440
TEMPLE BETH ISRAEL
801 W MICHIGAN AVENUEJACKSONMI49202NONEPUBLICGENERAL OPERATING$126
TEMPLE BETH ISRAEL
801 W MICHIGAN AVENUEJACKSONMI49202NONEPUBLICGENERAL OPERATING$72
TEMPLE ISRAEL
7350 LAKE ANDREW DRIVEVIERAFL32940NONEPUBLICGENERAL OPERATING$3,000
TEMPLE BETH EMET
4807 S FLAMINGO ROADCOOPER CITYFL33330NONEPUBLICGENERAL OPERATING$1,790
TEMPLE BETH EMET
4807 S FLAMINGO ROADCOOPER CITYFL33330NONEPUBLICGENERAL OPERATING$860
FIRST UNITED METHODIST CHURCH OF WARREN
5005 CHICAGO ROADWARRENMI48092NONEPUBLICGENERAL OPERATING$250
HERB & CAROL AMSTER LUPUS RESEARCH FUND
301 E LIBERTY SUITE 400ANN ARBORMI48104NONEPUBLICGENERAL OPERATING$200
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year14017TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$729ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$263ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$992ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA992TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryTAX PREPARATIONCategory
Amount$840Amount
Net Investment Income420NetInvestmentIncome
Disbursements Charitable Prps420DisbursementsCharitablePrps

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (3 entries)

Name Of StockNameOfStockEOY Book ValueEOYBookValueEOYFMVEOYFMV
9,211 SHS-CITIZEN BANKING CP MI2741715665
5982.87 SHS-BANK OF AMERICA CORP12919279811
594 SHS-FIFTH THIRD BANCORP326138720

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (2 entries)

Category Or ItemCategoryOrItemListed At Cost Or FMVListedAtCostOrFMVBook ValueBookValueEOYFMVEOYFMV
$75,000 GE CERTIFICATE OF DEPOSITAT COST00
$100,000 GE CERTIFICATE OF DEPOSITAT COST100000100000

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionMICHIGAN ANNUAL REPORT FEEDescription
Revenue And Expenses Per Books20RevenueAndExpensesPerBooks
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps20DisbursementsCharitablePrps

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor SubstantialContributor

FieldValueIRS element (for citing)
Person NameROSE M GLICKPersonName

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1166AddressLine1
CityJACKSONCity
StateMIState
ZIP Code49204ZIPCode

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.