BETA

THE ROBERT AND ROSE GLICK CHARITABLE FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
THE ROBERT AND ROSE GLICK CHARITABLE FOUNDATION (EIN 38-3556345)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-14
IRS object ID
202631349349102733
Schema version
2025v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-14T11:54:21-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN382622899PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PREDHOMME & COBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1260 E BROWN STREET SUITE 320AddressLine1Txt
CityBIRMINGHAMCityNm
State AbbreviationMIStateAbbreviationCd
ZIP480096232ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN383556345EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ROBERT AND ROSE GLICKBusinessNameLine1Txt
Business Name Line2CHARITABLE FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlROBEBusinessNameControlTxt
Phone5177692529PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 927AddressLine1Txt
CityJACKSONCityNm
State AbbreviationMIStateAbbreviationCd
ZIP49204ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCARLTON L GLICKPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5177692529PhoneNum
Signature2026-05-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL J PREDHOMMEPreparerPersonNm
PTINP00011558PTIN
Phone2485401040PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,024,175FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$14,352InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$14,352InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$89,606DividendsRevAndExpnssAmt
Dividends Net Invst Incm$89,534DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$83,967NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$492,620GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$83,967CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$187,925TotalRevAndExpnssAmt
Total Net Invst Incm$187,853TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,865AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$933AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$932AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$13,037OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$13,037OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$3,296TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,474TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$237OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$237OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$18,435TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$15,444TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,169TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$173,542ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$173,542ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$191,977TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$15,444TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$174,711TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$4,052ExcessRevenueOverExpensesAmt
Net Investment Income$172,409NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$21,631SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$15,863SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$15,863SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,856,090CorporateStockBOYAmt
Corporate Stock EOY$1,830,880CorporateStockEOYAmt
Corporate Stock EOYFMV$3,097,524CorporateStockEOYFMVAmt
Corporate Bonds BOY$642,417CorporateBondsBOYAmt
Corporate Bonds EOY$670,536CorporateBondsEOYAmt
Corporate Bonds EOYFMV$669,182CorporateBondsEOYFMVAmt
Other Investments BOY$234,744OtherInvestmentsBOYAmt
Other Investments EOY$245,000OtherInvestmentsEOYAmt
Other Investments EOYFMV$241,606OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,754,882TotalAssetsBOYAmt
Total Assets EOY$2,762,279TotalAssetsEOYAmt
Total Assets EOYFMV$4,024,175TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,754,882RetainedEarningBOYAmt
Retained Earning EOY$2,762,279RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,754,882TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,762,279TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,754,882TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,762,279TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,754,882TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$4,052ExcessRevenueOverExpensesAmt
Other Increases$11,449OtherIncreasesAmt
Subtotal$2,762,279SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,762,279TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$492,620GrossSalesPriceAmt
Cost Or Other Basis$408,653CostOrOtherBasisAmt
Gain Or Loss$83,967GainOrLossAmt
Gains Minus Excess Or Losses$83,967GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$83,967CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,396InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,396SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,396TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,600EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,600TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$796TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressNONEWebsiteAddressTxt
Individual With BooksREBECCA ARMSTRONGIndividualWithBooksNm
Phone5177692529PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 927AddressLine1Txt
CityJACKSONCityNm
State AbbreviationMIStateAbbreviationCd
ZIP49204ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CARLTON L GLICK
PO BOX 927JACKSONMI49204PRESIDENT/DIRECTOR1.00$0$0$0
LORI BURKE
PO BOX 927JACKSONMI49204VICE PRESIDENT/SECR/DIRECT1.00$0$0$0
AARON T GLICK
PO BOX 927JACKSONMI49204VICE PRESIDENT/TREAS/DIREC1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,810,706AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$45,846AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,856,552TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,856,552AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$57,848CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,798,704NetVlNoncharitableAssetsAmt
Minimum Investment Return$189,935MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$189,935MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,396TaxBasedOnInvestmentIncomeAmt
Total Tax$2,396TotalTaxAmt
Distributable Before Adj$187,539DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$187,539DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$187,539DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$174,711ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$174,711QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$187,539DistributableAsAdjustedAmt
Undistributed Income PY$173,112UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$174,711QualifyingDistributionsAmt
Applied To Year1$173,112AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,599AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$185,940UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALEX'S LEMONADE STAND
333 E LANCASTER AVE 414WYNNEWOODPA19096NONEPCGENERAL OPERATING SUPPORT$6,000
ANTI-DEFAMATION LEAGUE
605 THIRD AVENUENEW YORKNY10158NONEPCGENERAL OPERATING SUPPORT$14,500
BOCA RATON REGIONAL HOSPITAL FOUNDATION
800 MEADOWS RDBOCA RATONFL33486NONEPCGENERAL OPERATING SUPPORT$6,000
JEWISH FOR GOOD
1937 W CORNWALLIS ROADDURHAMNC27705NONEPCGENERAL OPERATING SUPPORT$6,000
CONGREGATION B'NAI ISRAEL
2710 PARK AVEBRIDGEPORTCT06604NONEPCGENERAL OPERATING SUPPORT$3,230
RISING HEROES
3603 QUENTIN ROADBROOKLYNNY11234NONEPCGENERAL OPERATING SUPPORT$6,000
SANDY HOOK PROMISE
PO BOX 3489NEWTONCT06470NONEPCGENERAL OPERATING SUPPORT$6,000
STAND WITH US
PO BOX 341069LOS ANGELESCA90034NONEPCGENERAL OPERATING SUPPORT$6,000
HIAS
PO BOX 97077WASHINGTONDC20090NONEPCGENERAL OPERATING SUPPORT$6,000
JAFINA
633 THIRD AVE 21ST FLOORNEW YORKNY10017NONEPCGENERAL OPERATING SUPPORT$12,000
AMERICAN CANCER SOCIETY HOPE LODGE
270 PEACHTREE ST NW SUITE 1300ATLANTAGA30303NONEPCGENERAL OEPRATING SUPPORT$6,000
REBOOT
734 LONGMEADOW ST UNIT 103LONGMEADOWMA01106NONEPCGENERAL OPERATING SUPPORT$5,000
RONALD MCDONALD HOUSE CHARITIES OF AA
1600 WASHINGTON HEIGHTSANN ARBORMI48104NONEPCGENERAL OPERATING SUPPORT$6,000
SECURE COMMUNITY NETWORK
PO BOX 10303CHICAGOIL60610NONEPCGENERAL OPERATING SUPPORT$13,500
SOS CHILDREN'S VILLAGE OF FLORIDA
3681 NW 59TH PLACECOCONUT CREEKFL33073NONEPCGENERAL OPERATING SUPPORT$6,000
BREVARD ZOO
8225 N WICKHAM RDMELBOURNEFL32940NONEPCGENERAL OPERATING SUPPORT$12,000
TEMPLE BETH ISRAEL
801 W MICHIGAN AVEJACKSONMI49202NONEPCGENERAL OPERATING SUPPORT$6,000
TEMPLE BETH ISRAEL
801 W MICHIGAN AVEJACKSONMI49202NONEPCGENERAL OPERATING SUPPORT$1,500
TEMPLE BETH ISRAEL
801 W MICHIGAN AVEJACKSONMI49202NONEPCGENERAL OPERATING SUPPORT$3,100
TEMPLE B'NAI SHALOM
7612 OLD OX ROADFAIRFAX STATIONVA22039NONEPCGENERAL OPERATING SUPPORT$3,557
TEMPLE BETH ISRAEL
801 W MICHIGAN AVEJACKSONMI49202NONEPCGENERAL OPERATING SUPPORT$25,000
COLLEGE AND CAREER ACCESS CENTER
1082 JACKSON CROSSINGJACKSONMI49202NONEPCGENERAL OPERATING SUPPORT$6,000
FOREIGN POLICY RESEARCH INSTITUTE
123 S BROAD ST SUITE 1920PHILADELPHIAPA19109NONEPCGENERAL OPERATING SUPPORT$6,000
TEMPLE BETH EL
333 SW 4TH AVEBOCA RATONFL33432NONEPCGENERAL OPERATING SUPPORT$2,155
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$173,542TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$14,352ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$89,606ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$83,967ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$187,925ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$187,925TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX AND ACCOUNTING FEESCategoryTxt
Amt$1,865Amt
Net Investment Income$933NetInvestmentIncomeAmt
Disbursements Charitable Prps$932DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondFIXED INCOME INVESTMENTS (DETAIL AVAILABLE UPON REQUEST)BondNm
EOY Book Value$670,536EOYBookValueAmt
EOYFMV$669,182EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKS (DETAIL AVAILABLE UPON REQUEST)StockNm
EOY Book Value$1,830,880EOYBookValueAmt
EOYFMV$3,097,524EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemOTHER INVESTMENTS (DETAIL AVAILABLE UPON REQUEST)CategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$245,000BookValueAmt
EOYFMV$241,606EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MICHIGAN ANNUAL REPORT FEE$20$0$20
BANK CHARGES$217$0$217

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescBASIS ADJUSTMENTDesc
Amt$11,449Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEESCategoryTxt
Amt$13,037Amt
Net Investment Income$13,037NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
ROSE M GLICK DECEASED
PO BOX 927JACKSONMI49204
HIGBY STREET LLC (DISSOLVED LLC FORMERLY OWNED BY THE IDA ROSE GLICK TRUST)
PO BOX 927JACKSONMI49204

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX$1,474$1,474$0
EXCISE TAX$1,822$0$0

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