Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
THE ALVIN L GLICK FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)3100 E HIGH STREET
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
JACKSON, MI49203
A Employer identification number

38-3551619
B Telephone number (see instructions)

(517) 788-3259
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$34,233,796
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 539,412
2 Check bullet.............
3 Interest on savings and temporary cash investments 103,050 103,050  
4 Dividends and interest from securities... 454,335 448,401  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 639,307
b Gross sales price for all assets on line 6a 11,357,587
7 Capital gain net income (from Part IV, line 2)... 1,019,542
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,736,104 1,570,993  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 6,660 3,330   3,330
c Other professional fees (attach schedule).... 151,180 151,180   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 39,011 12,359   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 3,257 2,199   1,058
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 200,108 169,068   4,388
25 Contributions, gifts, grants paid....... 1,141,677 1,141,677
26 Total expenses and disbursements. Add lines 24 and 25 1,341,785 169,068   1,146,065
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 394,319
b Net investment income (if negative, enter -0-) 1,401,925
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 741,436 916,082 916,082
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 18,052,564 Click to see attachment18,637,976 25,486,705
c Investments—corporate bonds (attach schedule)....... 4,615,780 Click to see attachment5,021,537 5,279,880
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 3,196,736 Click to see attachment2,433,182 2,541,517
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment10,184 Click to see attachment9,612 Click to see attachment9,612
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 26,616,700 27,018,389 34,233,796
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 26,616,700 27,018,389
29 Total net assets or fund balances (see instructions)..... 26,616,700 27,018,389
30 Total liabilities and net assets/fund balances (see instructions). 26,616,700 27,018,389
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
26,616,700
2
Enter amount from Part I, line 27a .....................
2
394,319
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
7,370
4
Add lines 1, 2, and 3 ..........................
4
27,018,389
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
27,018,389
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES P    
b CLASS ACTION PROCEEDS P    
c CAPITAL GAINS DIVIDENDS P    
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 11,331,985   10,338,045 993,940
b 72     72
c 25,530     25,530
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       993,940
b       72
c       25,530
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 1,019,542
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved
(b)
Reserved
(c)
Reserved
(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 19,487
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 19,487
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 19,487
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 21,652
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 5,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 26,652
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 7,165
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet7,165 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMI
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. Click to see attachment...............................
    10
    Yes
     
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletALVIN L GLICK Telephone no.bullet (517) 788-3259

    Located atbullet3100 E HIGH STREETJACKSONMI ZIP+4bullet49203
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    ALVIN L GLICK PRESIDENT
    3.00
    0 0 0
    3100 E HIGH STREET
    JACKSON,MI49203
    BARRY J GLICK VICE PRESIDENT
    1.00
    0 0 0
    6200 PARK OF COMMERCE BLVD
    BOCA RATON,FL33431
    RANDAL L GLICK TREASURER
    2.00
    0 0 0
    3100 E HIGH STREET
    JACKSON,MI49203
    CARLTON L GLICK VICE PRESIDENT
    1.00
    0 0 0
    3100 E HIGH STREET
    JACKSON,MI49203
    BRIAN T GLICK SECRETARY
    2.00
    0 0 0
    3100 E HIGH STREET
    JACKSON,MI49203
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    MERIDIAN WEALTH MANAGEMENT OF MICHIGAN INVESTMENT ADVISORY 111,999
    100 S JACKSON ST STE 106
    JACKSON,MI49201
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A 0
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    29,207,533
    b
    Average of monthly cash balances.......................
    1b
    1,035,749
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    30,243,282
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    30,243,282
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    453,649
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    29,789,633
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,489,482
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,489,482
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    19,487
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    19,487
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,469,995
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,469,995
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    1,469,995
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    1,146,065
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,146,065
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,146,065
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2019
    (c)
    2019
    (d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 1,469,995
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 1,140,739
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,146,065
    a Applied to 2019, but not more than line 2a 1,140,739
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2020 distributable amount..... 5,326
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    1,464,669
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    ALVIN L GLICK
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    AARP FOUNDATION
    601 E STREET NW
    WASHINGTON,DC20049
    NONE PC GENERAL OPERATING 12
    ACADEMY FOR MANUFACTURING CAREERS-JAMA
    2545 SPRING ARBOR RDSUITE 201
    JACKSON,MI49203
    NONE PC GENERAL OPERATING 15,000
    ALBION COLLEGE
    611 E PORTER ST
    ALBION,MI49224
    NONE PC GENERAL OPERATING 1,000
    ALBION COMMUNITY FOUNDATION
    PO BOX 156
    ALBION,MI49224
    NONE PC GENERAL OPERATING 1,000
    AMERICAN CANCER SOCIETY
    3500 EMBASSY PARKWAYSUITE 150
    AKRON,OH44333
    NONE PC GENERAL OPERATING 250
    AMERICAN CANCER SOCIETY
    PO BOX 22478
    OKLAHOMA CITY,OK73123
    NONE PC GENERAL OPERATING 250
    AMERICAN HEART ASSOCIATION
    2140 UNIVERSITY PARK DR
    OKEMOS,MI48864
    NONE PC GENERAL OPERATING 5,000
    AMERICAN RED CROSS
    1800 E GRAND AVE
    LANSING,MI48912
    NONE PC GENERAL OPERATING 10,000
    ANCHOR INITIATIVE
    161 W MICHIGAN AVE14TH FLOOR
    JACKSON,MI49201
    NONE PC GENERAL OPERATING 25,000
    ANDY'S ANGELS
    2326 BROOKLYN RD
    JACKSON,MI49203
    NONE PC GENERAL OPERATING 500
    AQUINAS COLLEGE FOUNDATION
    1700 FULTON ST E
    GRAND RAPIDS,MI49506
    NONE PC GENERAL OPERATING 1,500
    BIG BROTHERS BIG SISTERS OF JACKSON COUNTY
    PO BOX 1802
    JACKSON,MI49204
    NONE PC GENERAL OPERATING 2,000
    BLUE NOSE FOOTBALL
    7427 W US HIGHWAY 223
    ADRIAN,MI49221
    NONE PC GENERAL OPERATING 1,000
    BOY SCOUTS OF AMERICA
    3914 BESTECH RD
    YPSILANTI,MI48197
    NONE PC GENERAL OPERATING 4,000
    CAPUCHIN SOUP KITCHEN
    1820 MT ELLIOTT ST
    DETROIT,MI48207
    NONE PC GENERAL OPERATING 100
    CASS HOUSING
    111 W BERRY STSUITE 211
    FORT WAYNE,IN46802
    NONE PC GENERAL OPERATING 1,000
    CENTER FOR FAMILY HEALTH
    505 N JACKSON
    JACKSON,MI49201
    NONE PC GENERAL OPERATING 25,000
    CENTRAL MICHIGAN UNIVERSITY
    1200 S FRANKLIN ST
    MT PLEASANT,MI48859
    NONE PC GENERAL OPERATING 5,000
    CHADTOUGH FOUNDATION
    PO BOX 907
    SALINE,MI48176
    NONE PC GENERAL OPERATING 50,000
    CHADTOUGH FOUNDATION
    PO BOX 907
    SALINE,MI48176
    NONE PC GENERAL OPERATING 200
    CITY OF JACKSON
    161 W MICHIGAN AVE
    JACKSON,MI492011303
    NONE PC GENERAL OPERATING 60,000
    COLLEGE & CAREER ACCESS CENTER
    1082 JACKSON CROSSING
    JACKSON,MI49202
    NONE PC GENERAL OPERATING 5,000
    COUNCIL FOR THE PREVENTION OF CHILD ABUSE
    606 GREENWOOD PLACE
    JACKSON,MI49203
    NONE PC GENERAL OPERATING 2,000
    ELE'S PLACE
    5665 HINES DR
    ANN ARBOR,MI48108
    NONE PC GENERAL OPERATING 25,000
    ENTERPRISE GROUP COMMUNITY VENTURES
    100 E MICHIGAN AVESUITE 1100
    JACKSON,MI49201
    NONE PC GENERAL OPERATING 25,000
    ENTERPRISE GROUP COMMUNITY VENTURES
    100 E MICHIGAN AVESUITE 1100
    JACKSON,MI49201
    NONE PC GENERAL OPERATING 50,000
    ENTERPRISE GROUP COMMUNITY VENTURES
    100 E MICHIGAN AVESUITE 1100
    JACKSON,MI49201
    NONE PC GENERAL OPERATING 25,000
    EVANS SCHOLARS FOUNDATION
    2501 PATRIOT BLVD
    GLENVIEW,IL60026
    NONE PC GENERAL OPERATING 1,000
    EXCHANGE CLUB OF JACKSON
    PO BOX 1513
    JACKSON,MI49204
    NONE PC GENERAL OPERATING 1,000
    FERRIS FOUNDATION
    1201 S STATE ST
    BIG RAPIDS,MI49307
    NONE PC GENERAL OPERATING 25,000
    FINDLAY TOWNSHIP CRIME PREVENTION UNIT
    PO BOX W
    CLINTON,PA15026
    NONE PC GENERAL OPERATING 300
    FOUNDATION AT MONROE COUNTY COMMUNITY COLLEGE
    1555 S RAINSVILLE RD
    MONROE,MI48161
    NONE PC GENERAL OPERATING 5,000
    FREESTORE FOODBANK
    1141 CENTRAL PARKWAY
    CINCINNATI,OH45202
    NONE PC GENERAL OPERATING 250
    FRIENDS OF JACKSON SENIORS
    1715 LANSING AVE
    JACKSON,MI49202
    NONE PC GENERAL OPERATING 1,000
    GRAND RAPIDS CHRISTIAN SCHOOLS
    2300 PLYMOUTH AVE SE
    GRAND RAPIDS,MI49506
    NONE PC GENERAL OPERATING 500
    GRASS LAKE AREA HISTORICAL CONNECTIONS
    PO BOX 53
    GRASS LAKE,MI49240
    NONE PC GENERAL OPERATING 3,000
    GREATER JACKSON HABITAT FOR HUMANITY
    251 W PROSPECT
    JACKSON,MI49203
    NONE PC GENERAL OPERATING 1,000
    GREENSBORO CHAMBER FOUNDATION
    111 W FEBRUARY ONE PLACE
    GREENSBORO,NC27401
    NONE PC GENERAL OPERATING 3,000
    HENRY FORD ALLEGIANCE HEALTH FOUNDATION
    100 E MICHIGAN AVESUITE 500
    JACKSON,MI49201
    NONE PC GENERAL OPERATING 500
    HENRY FORD ALLEGIANCE HEALTH FOUNDATION
    100 E MICHIGAN AVESUITE 500
    JACKSON,MI49201
    NONE PC GENERAL OPERATING 1,000
    HENRY FORD ALLEGIANCE HEALTH FOUNDATION
    100 E MICHIGAN AVESUITE 500
    JACKSON,MI49201
    NONE PC GENERAL OPERATING 10,000
    HILLSDALE COLLEGE
    33 E COLLEGE ST
    HILLSDALE,MI49242
    NONE PC GENERAL OPERATING 1,000
    HILLSDALE COUNTY COMMUNITY FOUNDATION
    PO BOX 276
    HILLSDALE,MI49242
    NONE PC GENERAL OPERATING 1,000
    INDUSTRIAL ARTS INSTITUTE
    PO BOX 241
    ONAWAY,MI49765
    NONE PC GENERAL OPERATING 1,000
    JACKSON AREA HOCKEY ASSOCIATION
    1300 W NORTH ST
    JACKSON,MI49202
    NONE PC GENERAL OPERATING 5,000
    JACKSON COLLEGE FOUNDATION
    3000 BLAKE RD
    JACKSON,MI49201
    NONE PC GENERAL OPERATING 1,500
    JACKSON COLLEGE FOUNDATION
    3000 BLAKE RD
    JACKSON,MI49201
    NONE PC GENERAL OPERATING 100
    JACKSON COLLEGE FOUNDATION
    3000 BLAKE RD
    JACKSON,MI49201
    NONE PC GENERAL OPERATING 25,000
    JACKSON COMMUNITY FOUNDATION
    100 E MICHIGAN AVESUITE 308
    JACKSON,MI49201
    NONE PC GENERAL OPERATING 7,500
    JACKSON COMMUNITY FOUNDATION
    100 S JACKSON ST SUITE 206B
    JACKSON,MI49201
    NONE PC GENERAL OPERATING 1,000
    JACKSON COMMUNITY FOUNDATION
    100 S JACKSON ST SUITE 206B
    JACKSON,MI49201
    NONE PC GENERAL OPERATING 5,000
    JACKSON COUNTY PARKS
    200 W GANSON ST
    JACKSON,MI49201
    NONE PC GENERAL OPERATING 15,000
    JACKSON FRIENDLY HOME
    435 W NORTH ST
    JACKSON,MI49202
    NONE PC GENERAL OPERATING 5,000
    JACKSON FRIENDLY HOME
    435 W NORTH ST
    JACKSON,MI49202
    NONE PC GENERAL OPERATING 5,000
    JACKSON INTERFAITH SHELTER
    PO BOX 4411
    JACKSON,MI49204
    NONE PC GENERAL OPERATING 4,500
    JACKSON NORTHWEST KIWANIS FOUNDATION
    PO BOX 1243
    JACKSON,MI49204
    NONE PC GENERAL OPERATING 1,000
    JACKSON PUBLIC SCHOOLS
    522 WILDWOOD AVE
    JACKSON,MI49202
    NONE PC GENERAL OPERATING 5,000
    JACKSON PUBLIC SCHOOLS
    522 WILDWOOD AVE
    JACKSON,MI49202
    NONE PC GENERAL OPERATING 40,000
    JACKSON PUBLIC SCHOOLS
    522 WILDWOOD AVE
    JACKSON,MI49202
    NONE PC GENERAL OPERATING 2,500
    JACKSON SCHOOL OF THE ARTS
    634 N MECHANIC ST
    JACKSON,MI49204
    NONE PC GENERAL OPERATING 5,000
    JACKSON SOUTHWEST LITTLE LEAGUE
    2021 JEFFREY CT
    JACKSON,MI49203
    NONE PC GENERAL OPERATING 400
    JACKSON SYMPHONY ORCHESTRA
    215 W MICHIGAN AVE
    JACKSON,MI49201
    NONE PC GENERAL OPERATING 500
    JACKSON YMCA
    127 W WESLEY ST
    JACKSON,MI49201
    NONE PC GENERAL OPERATING 50,000
    JDRF(JUVENILE DIABETES)
    24359 NORTHWESTERN HWYSUITE 125
    SOUTHFIELD,MI48075
    NONE PC GENERAL OPERATING 500
    JDRF(JUVENILE DIABETES)
    24359 NORTHWESTERN HWYSUITE 125
    SOUTHFIELD,MI48075
    NONE PC GENERAL OPERATING 22,000
    JDRF(JUVENILE DIABETES)
    3333 N MAYFAIR RDSUITE 107
    WAUWATOSA,WI53222
    NONE PC GENERAL OPERATING 2,600
    JOHN GEORGE HOME
    1501 E GANSON ST
    JACKSON,MI49202
    NONE PC GENERAL OPERATING 5,000
    JOHN GEORGE HOME
    1501 E GANSON ST
    JACKSON,MI49202
    NONE PC GENERAL OPERATING 5,000
    JUDI'S HOUSE
    1741 GAYLORD ST
    DENVER,CO80206
    NONE PC GENERAL OPERATING 50,000
    JUDI'S HOUSE
    1741 GAYLORD ST
    DENVER,CO80206
    NONE PC GENERAL OPERATING 50,000
    JUNIOR ACHIEVEMENT OF THE MICHIGAN EDGE
    209 E WASHINGTON SUITE 180
    JACKSON,MI49201
    NONE PC GENERAL OPERATING 5,000
    JUNIOR ACHIEVEMENT OF THE MICHIGAN EDGE
    209 E WASHINGTON SUITE 180
    JACKSON,MI49201
    NONE PC GENERAL OPERATING 30,500
    JUNIOR ACHIEVEMENT OF THE MICHIGAN EDGE
    724 W MICHIGAN AVE
    JACKSON,MI49201
    NONE PC GENERAL OPERATING 15,000
    KIWANIS FOUNDATION
    PO BOX 805
    JACKSON,MI49204
    NONE PC GENERAL OPERATING 1,440
    KOMEN MICHIGAN
    909 ABBOT RD SUITE F
    EAST LANSING,MI48823
    NONE PC GENERAL OPERATING 1,000
    LEAD FOUNDATION
    PO BOX 134
    HAMBURG,MI48139
    NONE PC GENERAL OPERATING 5,000
    LETTERWINNERS M CLUB
    1000 SOUTH STATE ST
    ANN ARBOR,MI48109
    NONE PC GENERAL OPERATING 350
    LIFEBRIDGE COMMUNITY
    PO BOX 709
    BEECH GROVE,IN46107
    NONE PC GENERAL OPERATING 250
    LILY MISSION CENTER
    PO BOX 421
    JACKSON,MI49204
    NONE PC GENERAL OPERATING 5,000
    LIONS OF MICHIGAN FOUNDATION
    PO BOX 241
    JACKSON,MI49204
    NONE PC GENERAL OPERATING 300
    LOGAN AUTISM LEARNING CENTER
    2505 E JEFFERSON BLVD
    SOUTH BEND,IN46615
    NONE PC GENERAL OPERATING 1,500
    LOVE INC OF JACKSON COUNTY
    PO BOX 1831
    JACKSON,MI49203
    NONE PC GENERAL OPERATING 500
    LUMEN CHRISTI HIGH SCHOOL
    3483 SPRING ARBOR RD
    JACKSON,MI49203
    NONE PC GENERAL OPERATING 1,500
    LYLE TORRANT
    1175 W PARNALL RD
    JACKSON,MI49201
    NONE PC GENERAL OPERATING 100
    MACKINAC CENTER FOR PUBLIC POLICY
    PO BOX 568
    MIDLAND,MI486409943
    NONE PC GENERAL OPERATING 5,000
    METALS SERVICE CENTER FOUNDATION
    4201 EUCLID AVE
    ROLLING MEADOWS,IL60008
    NONE PC GENERAL OPERATING 750
    METALS SERVICE CENTER FOUNDATION
    4201 EUCLID AVE
    ROLLING MEADOWS,IL60008
    NONE PC GENERAL OPERATING 750
    MICHIGAN BASKETBALL ALUMNI CHARITABLE FUND
    304 DEER CROSSING RD
    ELGIN,SC29045
    NONE PC GENERAL OPERATING 5,000
    MICHIGAN CENTER SCHOOLS
    400 S STATE ST
    MICHIGAN CENTER,MI49254
    NONE PC GENERAL OPERATING 1,000
    MICHIGAN ECONOMIC DEVELOPMENT FOUNDATION
    PO BOX 13063
    LANSING,MI48901
    NONE PC GENERAL OPERATING 5,000
    MICHIGAN SHERIFF'S ASSOCIATION
    PO BOX 22002
    LANSING,MI48909
    NONE PC GENERAL OPERATING 1,000
    MID MICHIGAN COMMUNITY COLLEGE
    1375 S CLARE AVE
    HARRISON,MI48625
    NONE PC GENERAL OPERATING 5,000
    MID MICHIGAN COMMUNITY COLLEGE
    1375 S CLARE AVE
    HARRISON,MI48625
    NONE PC GENERAL OPERATING 500
    MILITARY VETERENS MUSEUM & EDUCATION CENTER
    PO BOX 2494
    OSHKOSH,WI54903
    NONE PC GENERAL OPERATING 150
    MONROE CENTRAL LITTLE LEAGUE
    PO BOX 217
    FARMLAND,IN47340
    NONE PC GENERAL OPERATING 400
    MOSINEE FIRE DISTRICT
    601 S RANGELINE RD
    MOSINEE,WI54455
    NONE PC GENERAL OPERATING 350
    NAPOLEON HIGH SCHOOL
    201 WEST ST
    NAPOLEON,MI49261
    NONE PC GENERAL OPERATING 1,000
    NFPA EDUCATION & TECHNOLOGY FOUNDATION
    6737 W WASHINGTON STSUITE 2350
    MILWAUKEE,WI53214
    NONE PC GENERAL OPERATING 2,100
    NORTH STAR REACH
    1050 HIGHLAND DRSUITE F
    ANN ARBOR,MI48108
    NONE PC GENERAL OPERATING 3,000
    NORTHWEST SCHOOLS
    4200 VANHORN RD
    JACKSON,MI49201
    NONE PC GENERAL OPERATING 500
    NSCC FOUNDATION
    22600 ST RT 34
    ARCHBOLD,OH43502
    NONE PC GENERAL OPERATING 2,500
    NUTS BOLTS & THINGAMAJIGS
    2135 POINT BLVD
    ELGIN,IL60123
    NONE PC GENERAL OPERATING 5,000
    OHIO & ERIE CANAL TOWPATH COALITION
    47 WEST EXCHANGE ST
    AKRON,OH44308
    NONE PC GENERAL OPERATING 500
    PANTHER PARENTS ATHLETIC BOOSTER CLUB
    PO BOX 119
    NORTON,OH44203
    NONE PC GENERAL OPERATING 450
    QUEEN OF THE MIRACULOUS MEDAL CHURCH
    606 S WISNER ST
    JACKSON,MI49203
    NONE PC GENERAL OPERATING 1,500
    QUEEN OF THE MIRACULOUS MEDAL CHURCH
    606 S WISNER ST
    JACKSON,MI49203
    NONE PC GENERAL OPERATING 500
    RIGHT PLACE FOUNDATION
    125 OTTAWA AVE NWSUITE 450
    GRAND RAPIDS,MI49503
    NONE PC GENERAL OPERATING 1,000
    RISE ABOVE
    936 FLEMING AVE
    JACKSON,MI49202
    NONE PC GENERAL OPERATING 5,000
    SALVATION ARMY
    PO BOX 1383
    JACKSON,MI49204
    NONE PC GENERAL OPERATING 10,000
    SAVE OUR YOUTH
    PO BOX 341
    JACKSON,MI49201
    NONE PC GENERAL OPERATING 10,000
    SHOP RAT FOUNDATION
    11855 BUNKERHILL RD
    PLEASANT LAKE,MI49272
    NONE PC GENERAL OPERATING 1,000
    SMITHVILLE FORGE WRESTLING
    600 W MAIN ST
    SMITHVILLE,OH44677
    NONE PC GENERAL OPERATING 500
    SOAR CAF & FARMS
    1100 WILDWOOD AVE
    JACKSON,MI49202
    NONE PC GENERAL OPERATING 25,000
    SOUTH MICHIGAN FOOD BANK
    5451 WAYNE RD
    BATTLE CREEK,MI49037
    NONE PC GENERAL OPERATING 10,000
    SOUTH MICHIGAN FOOD BANK
    5451 WAYNE RD
    BATTLE CREEK,MI49037
    NONE PC GENERAL OPERATING 25,000
    SPARROW HEALTH SYSTEM
    1215 E MICHIGAN AVE
    LANSING,MI48912
    NONE PC GENERAL OPERATING 100
    SPRING ARBOR UNIVERSITY
    PO BOX 219
    SPRING ARBOR,MI49283
    NONE PC GENERAL OPERATING 25,000
    ST BALDRICKS FOUNDATION
    1333 S MAYFLOWER AVESUITE 400
    MONROVIA,CA91016
    NONE PC GENERAL OPERATING 500
    ST JUDE CHILDREN'S RESEARCH HOSPITAL
    262 DANNY THOMAS PLACE
    MEMPHIS,TN38105
    NONE PC GENERAL OPERATING 25,000
    ST VINCENT CATHOLIC CHARITIES
    2800 W WILLOW ST
    LANSING,MI48917
    NONE PC GENERAL OPERATING 300
    TEMPLE BETH ISRAEL
    801 W MICHIGAN AVE
    JACKSON,MI49202
    NONE PC GENERAL OPERATING 50,000
    TEMPLE BETH ISRAEL
    801 W MICHIGAN AVE
    JACKSON,MI49202
    NONE PC GENERAL OPERATING 10,000
    TEMPLE BETH ISRAEL
    801 W MICHIGAN AVE
    JACKSON,MI49202
    NONE PC GENERAL OPERATING 6,000
    TOYS FOR TOTS
    PO BOX 1648
    JACKSON,MI49204
    NONE PC GENERAL OPERATING 2,000
    TRINE UNIVERSITY
    ONE UNIVERISTY AVE
    ANGOLA,IN46703
    NONE PC GENERAL OPERATING 250
    TUFF
    8950 BALDWIN RD
    MENTOR,OH44060
    NONE PC GENERAL OPERATING 5,000
    UNITED WAY OF BAY COUNTY
    909 WASHINGTON AVE SUITE 2
    BAY CITY,MI48708
    NONE PC GENERAL OPERATING 500
    UNITED WAY OF JACKSON COUNTY
    540 N JACKSON
    JACKSON,MI49201
    NONE PC GENERAL OPERATING 50,000
    UNITED WAY OF JACKSON COUNTY
    540 N JACKSON
    JACKSON,MI49201
    NONE PC GENERAL OPERATING 25,000
    UNITED WAY OF TOLDEO
    424 JACKSN ST
    TOLEDO,OH43604
    NONE PC GENERAL OPERATING 1,000
    UNITED WAY OF WASHINGTON COUNTY
    590 WASHINGTON RDSUITE 200
    WASHINGTON,PA15301
    NONE PC GENERAL OPERATING 175
    UNIVERSITY OF MICHIGAN COMPREHENSIVE DIABETES CENTER
    1500 E MEDICAL CENTER DR
    ANN ARBOR,MI48109
    NONE PC GENERAL OPERATING 1,000
    UNIVERSITY OF MICHIGAN HEALTH SYSTEM
    1000 OAKBROOK DRSUITE 100
    ANN ARBOR,MI48104
    NONE PC GENERAL OPERATING 25,000
    WASHINGTON COUNTY COMMUNITY FOUNDATION
    PO BOX 308
    EIGHTY FOUR,PA15330
    NONE PC GENERAL OPERATING 500
    WESTERN ATHLETIC BOOSTER CLUB
    1260 S SANDSTONE RD
    JACKSON,MI49201
    NONE PC GENERAL OPERATING 500
    WESTERN FOOTBALL QUARTERBACK CLUB
    PO BOX 122
    PARMA,MI49269
    NONE PC GENERAL OPERATING 500
    WKAR-TV
    404 WILSON RDRM 212
    EAST LANSING,MI48824
    NONE PC GENERAL OPERATING 1,000
    YOUNG AMERICA'S FOUNDATION
    217 STATE ST
    SANTA BARBARA,CA93101
    NONE PC GENERAL OPERATING 5,000
    YOUNG PEOPLE OF PURPOSE
    PO BOX 1206
    JACKSON,MI49204
    NONE PC GENERAL OPERATING 500
    YOUTH HAVEN RANCH
    PO BOX 97
    RIVES JUNCTION,MI49277
    NONE PC GENERAL OPERATING 500
    Total .................................bullet 3a 1,141,677
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
        14 103,050  
    4 Dividends and interest from securities....     14 454,335  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 639,307  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 1,196,692 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,196,692
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    THE ALVIN L GLICK FOUNDATION
     
    Employer identification number

    38-3551619
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    THE ALVIN L GLICK FOUNDATION
     
    Employer identification number
    38-3551619
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    ALVIN L GLICK
    3100 E HIGH STREET
     
    JACKSON, MI49203

    $ 539,412


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    THE ALVIN L GLICK FOUNDATION
     
    Employer identification number

    38-3551619
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    1
    2539.009 SHS GENTEX $ 77,719 2020-01-22
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    1
    3870.041 SHS INDEPENDENT BANK $ 86,108 2020-01-22
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    1
    1663.0306 SHS BANK OF AMERICA $ 57,108 2020-01-22
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    1
    313.818 SHS RAYTHEON $ 72,192 2020-01-22
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    1
    6298 SHS SPARTAN MOTORS $ 108,861 2020-01-22
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    1
    1201 SHS TARGET CORP $ 137,424 2020-01-22
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    THE ALVIN L GLICK FOUNDATION
     
    Employer identification number

    38-3551619
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    THE ALVIN L GLICK FOUNDATION
    EIN:
    38-3551619
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING AND TAX FEES 6,660 3,330   3,330

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    THE ALVIN L GLICK FOUNDATION
    EIN:
    38-3551619
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS - DETAILS AVAILABLE UPON REQUEST 5,021,537 5,279,880

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE ALVIN L GLICK FOUNDATION
    EIN:
    38-3551619
    Name of Stock End of Year Book Value End of Year Fair Market Value
    PUBLICLY TRADED STOCKS - DETAILS AVAILABLE UPON REQUEST 18,637,976 25,486,705

    TY 2020 InvestmentsOtherSchedule2
    Name:
    THE ALVIN L GLICK FOUNDATION
    EIN:
    38-3551619
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    NOTE AT COST 323,066 323,066
    MUTUAL FUNDS - DETAILS AVAILABLE UPON REQUEST AT COST 2,110,116 2,218,451

    TY 2020 OtherAssetsSchedule
    Name:
    THE ALVIN L GLICK FOUNDATION
    EIN:
    38-3551619
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DIVIDENDS RECEIVABLE 10,184 9,612 9,612


    TY 2020 OtherExpensesSchedule
    Name:
    THE ALVIN L GLICK FOUNDATION
    EIN:
    38-3551619
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MI ANNUAL REPORT FEE 20 0   20
    SUBSCRIPTIONS 750 0   750
    CHECK FEE 288 0   288
    ADR FEES PAID 2,199 2,199   0


    TY 2020 OtherIncreasesSchedule
    Name:
    THE ALVIN L GLICK FOUNDATION
    EIN:
    38-3551619
    Description Amount
    BASIS ADJUSTMENT 7,370


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    THE ALVIN L GLICK FOUNDATION
    EIN:
    38-3551619
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISORY FEES 151,180 151,180   0


    TY 2020 SubstantialContributorsSch
    Name:
    THE ALVIN L GLICK FOUNDATION
    EIN:
    38-3551619
    Name Address
    ALVIN L GLICK 3100 E HIGH STREET
    JACKSON,MI49203
    ALRO STEEL CORPORATION
     
    3100 E HIGH STREET
    JACKSON,MI49203


    TY 2020 TaxesSchedule
    Name:
    THE ALVIN L GLICK FOUNDATION
    EIN:
    38-3551619
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX PAID 12,359 12,359   0
    EXCISE TAX PAID 26,652 0   0