Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$59,817,948J 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)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 142,245 142,245  
4 Dividends and interest from securities... 1,043,614 1,037,970  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 930,255
b Gross sales price for all assets on line 6a 21,384,329
7 Capital gain net income (from Part IV, line 2)... 930,255
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........ 2,116,114 2,110,470  
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)....... Click to see attachment
List of Attached Documents:
// Content
6,420 3,210   3,210
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
278,492 278,492   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
64,793 34,793   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
869 0   869
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 350,574 316,495   4,079
25 Contributions, gifts, grants paid....... 2,110,225 2,110,225
26 Total expenses and disbursements. Add lines 24 and 25 2,460,799 316,495   2,114,304
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -344,685
b Net investment income (if negative, enter -0-) 1,793,975
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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......... 1,502,627 852,112 852,112
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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)....... 37,018,468 Click to see attachment
List of Attached Documents:
// Content
35,318,317 		43,356,083
c Investments—corporate bonds (attach schedule)....... 10,084,987 Click to see attachment
List of Attached Documents:
// Content
11,426,505 		11,203,862
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 4,018,303 Click to see attachment
List of Attached Documents:
// Content
4,691,167 		4,382,485
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
23,368 		Click to see attachment
List of Attached Documents:
// Content
23,406 		Click to see attachment
List of Attached Documents:
// Content
23,406
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 52,647,753 52,311,507 59,817,948
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
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 52,647,753 52,311,507
29 Total net assets or fund balances (see instructions)..... 52,647,753 52,311,507
30 Total liabilities and net assets/fund balances (see instructions). 52,647,753 52,311,507
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
52,647,753
2
Enter amount from Part I, line 27a .....................
2
-344,685
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
8,439
4
Add lines 1, 2, and 3 ..........................
4
52,311,507
5
Decreases not included in line 2 (itemize) right arrow
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
52,311,507
Form 990-PF (2023)
Form 990-PF (2023)
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 CAPITAL GAINS DIVIDENDS P    
c
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 21,316,819   20,454,074 862,745
b 67,510     67,510
c
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       862,745
b       67,510
c
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 2 930,255
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
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 right arrow 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) 1 24,936
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 24,936
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 24,936
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 36,650
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 7,500
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 44,150
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.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 19,214
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow19,214 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowMI
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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
List of Attached Documents:
// Content
...............................
10
Yes
 
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 addressright arrowN/A
14
The books are in care ofright arrowRANDAL L GLICK Telephone no.right arrow (517) 788-3259

Located atright arrow3100 E HIGH STREETJACKSONMI ZIP+4right arrow49203
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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
RANDAL L GLICK PRESIDENT AND 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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
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 183,954
100 S JACKSON ST STE 106
JACKSON,MI49201
JPMORGAN CHASE BANK NA INVESTMENT ADVISORY 90,989
383 MADISON AVENUE
NEW YORK,NY10179
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-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 VIII-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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
54,845,361
b
Average of monthly cash balances.......................
1b
1,413,906
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
56,259,267
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
56,259,267
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
843,889
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
55,415,378
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,770,769
Part X
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 IX, line 6..................
1
2,770,769
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
24,936
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
24,936
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,745,833
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,745,833
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 XII, line 1 ...
7
2,745,833
Part XI
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
2,114,304
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
2,114,304
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 2,745,833
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 1,976,970
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 2,114,304
a Applied to 2022, but not more than line 2a 1,976,970
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 2023 distributable amount..... 137,334
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		2,608,499
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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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).)
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 right arrow
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 (2023)
Form 990-PF (2023)
Page 11
Part XIV
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

AL GLICK YOUTH FOOTBALL CAMP

PO BOX 927
JACKSON,MI49204 		NONE PC GENERAL OPERATING 10,000

AMERICAN HEART ASSOCIATION

26555 EVERGREEN RD SUITE 570
SOUTHFIELD,MI48076 		NONE PC GENERAL OPERATING 15,000

AMERICAN HEART ASSOCIATION

PO BOX 840692
DALLAS,TX75284 		NONE PC GENERAL OPERATING 1,000

AMERICAN RED CROSS

1800 E GRAND AVE
LANSING,MI48912 		NONE PC GENERAL OPERATING 30,000

ANCHOR INITIATIVE

161 W MICHIGAN AVE 14TH FLOOR
JACKSON,MI49201 		NONE PC GENERAL OPERATING 25,000

ANDY'S ANGELS

3522 SCHEELE DR
JACKSON,MI49202 		NONE PC GENERAL OPERATING 1,000

ARTS & CULTURAL ALLIANCE OF JACKSON COUNTY

134 W MICHIGAN AVE
JACKSON,MI49201 		NONE PC GENERAL OPERATING 10,000

ASSOCIATED CHARITIES OF LENAWEE COUNTY

PO BOX 322
ADRIAN,MI49221 		NONE PC GENERAL OPERATING 20,000

AUTISM ALLIANCE OF MICHIGAN

26913 NORTHWESTERN HWY 520
SOUTHFIELD,MI48033 		NONE PC GENERAL OPERATING 3,000

BIG BROTHERS BIG SISTERS OF JACKSON COUNTY

PO BOX 1802
JACKSON,MI49204 		NONE PC GENERAL OPERATING 5,000

BIG BROTHERS BIG SISTERS OF JACKSON COUNTY

PO BOX 1802
JACKSON,MI49204 		NONE PC GENERAL OPERATING 5,000

BLUE NOSE FOOTBALL

7427 W US HIGHWAY 223
ADRIAN,MI49221 		NONE PC GENERAL OPERATING 1,000

BOY SCOUTS OF AMERICA MICHIGAN CROSSROADS

3914 BESETCH DR
YPSILANTI,MI49240 		NONE PC GENERAL OPERATING 5,000

BOY SCOUTS TROOP 322

409 MCBRIDE ST
JACKSON,MI49203 		NONE PC GENERAL OPERATING 600

CAMP OF DREAMS FOUNDATION

1218 BURR ST
JACKSON,MI49201 		NONE PC GENERAL OPERATING 1,000

CENTRAL MICHIGAN UNIVERSITY

1200 S FRANKLIN ST
MT PLEASANT,MI48859 		NONE PC GENERAL OPERATING 15,000

CHADTOUGH FOUNDATION

PO BOX 907
SALINE,MI48176 		NONE PC GENERAL OPERATING 150,000

CHILDREN'S HEALING CENTER

1530 FULTON ST EAST
GRAND RAPIDS,MI49503 		NONE PC CAPITAL CAMPAIGN 250,000

CITY OF JACKSON

161 W MICHIGAN AVE
JACKSON,MI49201 		NONE PC GENERAL OPERATING 5,000

CITY OF JACKSON

161 W MICHIGAN AVE
JACKSON,MI492011303 		NONE PC GENERAL OPERATING 15,000

COMMUNITY ACTION AGENCY

1208 GREENWOOD AVE
JACKSON,MI49203 		NONE PC GENERAL OPERATING 10,000

CONCORD HIGH SCHOOL

219 MONROE ST
CONCORD,MI49237 		NONE PC GENERAL OPERATING 2,000

CONCORD HIGH SCHOOL

219 MONROE ST
CONCORD,MI49237 		NONE PC GENERAL OPERATING 1,000

COUNCIL FOR THE PREVENTION OF CHILD ABUSE

606 GREENWOOD PLACE
JACKSON,MI49203 		NONE PC GENERAL OPERATING 2,000

CRIME STOPPERS OF MICHIGAN

18000 WEST 9 MILE RD SUITE 500
SOUTHFIELD,MI48075 		NONE PC GENERAL OPERATING 1,000

DISABILITY CONNECTIONS

409 LINDEN AVE
JACKSON,MI49203 		NONE PC GENERAL OPERATING 10,000

ELLA SHARP GOLF COURSE

2800 FOURTH ST
JACKSON,MI49203 		NONE PC GENERAL OPERATING 100

ENTERPRISE GROUP COMMUNITY VENTURES

100 E MICHIGAN AVE SUITE 1100
JACKSON,MI49201 		NONE PC GENERAL OPERATING 50,000

EVANS SCHOLARS FOUNDATION

2501 PATRIOT BLVD
GLENVIEW,IL60026 		NONE PC GENERAL OPERATING 1,000

FAITH EVANGELICAL LUTHERAN CHURCH

2820 FRANCIS ST
JACKSON,MI49203 		NONE PC GENERAL OPERATING 1,000

FATHER GABRIEL RICHARD HIGH SCHOOL

4333 WHITEHALL DR
ANN ARBOR,MI48105 		NONE PC GENERAL OPERATING 1,000

FIRST UNITED METHODIST CHURCH OF JACKSON

275 N MICHIGAN AVE
JACKSON,MI49201 		NONE PC GENERAL OPERATING 2,000

FOUNDATION AT MONROE COUNTY COMMUNITY COLLEGE

1555 S RAINSVILLE RD
MONROE,MI48161 		NONE PC GENERAL OPERATING 5,000

FRIENDS OF JACKSON SENIORS

1715 LANSING AVE
JACKSON,MI49202 		NONE PC GENERAL OPERATING 1,000

GIRL SCOUTS HEART OF MICHIGAN

4403 FRANCIS ST
JACKSON,MI49203 		NONE PC GENERAL OPERATING 5,000

GREAT LAKES RENEGADES

11226 HUCKLEBERRY LANE
GRASS LAKE,MI49240 		NONE PC GENERAL OPERATING 500

GREATER LANSING CARE FOUNDATION

4127 OKEMOS RD SUITE 4
OKEMOS,MI48864 		NONE PC GENERAL OPERATING 1,500

GROW JACKSON

740 W MICHIGAN AVE
JACKSON,MI49201 		NONE PC GENERAL OPERATING 15,000

HENRY FORD HEALTH

ONE FORD PLACE SUITE 5A PROCESSING
DETROIT,MI48202 		NONE PC GENERAL OPERATING 1,000

HILLSDALE COLLEGE

33 E COLLEGE ST
HILLSDALE,MI49242 		NONE PC GENERAL OPERATING 2,500

HILLSDALE COUNTY COMMUNITY FOUNDATION

PO BOX 276
HILLSDALE,MI49242 		NONE PC GENERAL OPERATING 1,000

HILLSDALE COUNTY COMMUNITY FOUNDATION

PO BOX 276
HILLSDALE,MI49242 		NONE PC GENERAL OPERATING 1,000

IMMANUEL LUTHERAN CHURCH

1505 W MICHIGAN AVE
JACKSON,MI49202 		NONE PC GENERAL OPERATING 1,000

JACKSON AREA CAREER CENTER

6800 BROWNS LAKE RD
JACKSON,MI49201 		NONE PC GENERAL OPERATING 500

JACKSON AREA HOCKEY ASSOCIATION

1300 W NORTH ST
JACKSON,MI49202 		NONE PC GENERAL OPERATING 20,000

JACKSON AREA MANUFACTURERS ASSOCIATION

2545 SPRING ARBOR RD 201
JACKSON,MI49203 		NONE PC GENERAL OPERATING 15,000

JACKSON CATHOLIC SCHOOLS

3483 SPRING ARBOR RD
JACKSON,MI49203 		NONE PC GENERAL OPERATING 100,000

JACKSON CATHOLIC SCHOOLS

3483 SPRING ARBOR RD
JACKSON,MI49203 		NONE PC GENERAL OPERATING 1,000

JACKSON COLLEGE FOUNDATION

2100 E EMMONS RD
JACKSON,MI49203 		NONE PC GENERAL OPERATING 1,000

JACKSON COLLEGE MULTICULTURAL AFFAIRS

2111 EMMONS RD
JACKSON,MI49201 		NONE PC GENERAL OPERATING 10,000

JACKSON COMMUNITY FOOD PANTRY

701 GREENWOOD ST
JACKSON,MI49203 		NONE PC GENERAL OPERATING 10,000

JACKSON COMMUNITY FOUNDATION

100 S JACKSON ST SUITE 200
JACKSON,MI49201 		NONE PC GENERAL OPERATING 10,000

JACKSON COMMUNITY FOUNDATION

100 S JACKSON ST SUITE 200
JACKSON,MI49201 		NONE PC GENERAL OPERATING 1,000

JACKSON COUNTY PARKS

200 W GANSON ST
JACKSON,MI49201 		NONE PC GENERAL OPERATING 95,800

JACKSON FRIENDLY HOME

435 W NORTH ST
JACKSON,MI49202 		NONE PC GENERAL OPERATING 10,000

JACKSON INTERFAITH SHELTER

414 S BLACKSTONE ST
JACKSON,MI49201 		NONE PC GENERAL OPERATING 5,000

JACKSON INTERFAITH SHELTER

414 S BLACKSTONE ST
JACKSON,MI49201 		NONE PC GENERAL OPERATING 1,000

JACKSON INTERFAITH SHELTER

414 S BLACKSTONE ST
JACKSON,MI49201 		NONE PC GENERAL OPERATING 1,000

JACKSON PUBLIC SCHOOLS

522 WILDWOOD AVE
JACKSON,MI49202 		NONE PC GENERAL OPERATING 5,000

JACKSON PUBLIC SCHOOLS

544 WILDWOOD AVE
JACKSON,MI49202 		NONE PC GENERAL OPERATING 5,500

JACKSON PUBLIC SCHOOLS

544 WILDWOOD AVE
JACKSON,MI49202 		NONE PC GENERAL OPERATING 2,000

JACKSON SCHOOL OF THE ARTS

135 W CORTLAND
JACKSON,MI49201 		NONE PC GENERAL OPERATING 50,000

JACKSON SOUTHWEST LITTLE LEAGUE

5006 BROOKSIDE DR
JACKSON,MI49203 		NONE PC GENERAL OPERATING 50,000

JACKSON SOUTHWEST LITTLE LEAGUE

5006 BROOKSIDE DR
JACKSON,MI49203 		NONE PC GENERAL OPERATING 1,000

JACKSON STORM SOFTBALL

3860 KIRKWOOD ST
JACKSON,MI49203 		NONE PC GENERAL OPERATING 1,000

JACKSON YMCA

127 W WESLEY ST
JACKSON,MI49201 		NONE PC GENERAL OPERATING 30,000

JACKSON YMCA

127 W WESLEY ST
JACKSON,MI49201 		NONE PC GENERAL OPERATING 1,000

JDRF(JUVENILE DIABETES)

24359 NORTHWESTERN HWY SUITE 125
SOUTHFIELD,MI48075 		NONE PC GENERAL OPERATING 25,000

JOHN GEORGE HOME

1501 E GANSON ST
JACKSON,MI49202 		NONE PC GENERAL OPERATING 10,000

JPEC

2111 EMMONS RD
JACKSON,MI49201 		NONE PC GENERAL OPERATING 1,000

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 60,000

KATE'S KART

10376 LEO RD SUITE A
FORT WAYNE,IN46825 		NONE PC GENERAL OPERATING 10,000

KIWANIS FOUNDATION OF JACKSON

PO BOX 1426
JACKSON,MI49204 		NONE PC GENERAL OPERATING 3,000

KIWANIS FOUNDATION OF JACKSON

PO BOX 1426
JACKSON,MI49204 		NONE PC GENERAL OPERATING 1,400

LEAD FOUNDATION

PO BOX 134
HAMBURG,MI48139 		NONE PC GENERAL OPERATING 15,000

LEAN ROCKET LAB

133 W MICHIGAN AVE
JACKSON,MI49201 		NONE PC GENERAL OPERATING 50,000

LEAN ROCKET LAB

133 W MICHIGAN AVE
JACKSON,MI49201 		NONE PC GENERAL OPERATING 5,000

LENAWEE UNITED HOCKEY

10061 SAND LAKE HWY
ONSTEAD,MI49265 		NONE PC GENERAL OPERATING 2,000

LOST RAILWAY MUSEUM

142 W MICHIGAN AVE
GRASS LAKE,MI49240 		NONE PC GENERAL OPERATING 5,000

LOST RAILWAY MUSEUM

PO BOX 574
GRASS LAKE,MI49240 		NONE PC GENERAL OPERATING 250

LOVE INC OF JACKSON COUNTY

PO BOX 1831
JACKSON,MI49203 		NONE PC GENERAL OPERATING 1,000

LUMEN CHRISTI HIGH SCHOOL

3483 SPRING ARBOR RD
JACKSON,MI49203 		NONE PC GENERAL OPERATING 6,500

LUMEN CHRISTI HIGH SCHOOL

3483 SPRING ARBOR RD
JACKSON,MI49203 		NONE PC GENERAL OPERATING 1,000

MANITOU BEACH HISTORIC RENOVATION SOCIETY

136 N LAKEVIEW BLVD
MANITOU BEACH,MI49253 		NONE PC GENERAL OPERATING 2,500

MICHIGAN CENTER SCHOOLS

400 S STATE ST
MICHIGAN CENTER,MI49254 		NONE PC GENERAL OPERATING 500

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

MICHIGAN'S MILITARY HERITAGE MUSEUM

311 N WISNER ST
JACKSON,MI49202 		NONE PC GENERAL OPERATING 10,000

MULTIPLE MYELOMA RESEARCH FOUNDATION

383 MAIN AVE 5TH FL
NORWALK,CT06850 		NONE PC GENERAL OPERATING 1,000

NAPOLEON COMMUNITY SCHOOLS

PO BOX 308
NAPOLEON,MI49261 		NONE PC GENERAL OPERATING 5,000

NAPOLEON COMMUNITY SCHOOLS

PO BOX 308
NAPOLEON,MI49261 		NONE PC GENERAL OPERATING 3,000

NAPOLEON HIGH SCHOOL

PO BOX 508
NAPOLEON,MI49261 		NONE PC GENERAL OPERATING 2,000

NATIONAL EXCHANGE CLUB FOUNDATION

PO BOX 1513
JACKSON,MI49204 		NONE PC GENERAL OPERATING 3,000

NORTHWEST SCHOOLS

4200 VANHORN RD
JACKSON,MI49201 		NONE PC GENERAL OPERATING 5,000

NORTHWEST SCHOOLS

4200 VANHORN RD
JACKSON,MI49201 		NONE PC GENERAL OPERATING 75

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 5,500

QUEEN OF THE MIRACULOUS MEDAL CHURCH

606 S WISNER ST
JACKSON,MI49203 		NONE PC GENERAL OPERATING 1,000

QUEEN OF THE MIRACULOUS MEDAL CHURCH

606 S WISNER ST
JACKSON,MI49203 		NONE PC GENERAL OPERATING 1,500

QUEEN OF THE MIRACULOUS MEDAL SCHOOL

811 S WISNER ST
JACKSON,MI49203 		NONE PC GENERAL OPERATING 1,000

REGGIE MCKENZIE FOUNDATION

24245 WILDBROOK COURT
SOUTHFIELD,MI48034 		NONE PC GENERAL OPERATING 10,000

RIGHT TO LIFE OF MICHIGAN EDUCATIONAL FUND

2340 PORTER ST SW
GRAND RAPIDS,MI49509 		NONE PC GENERAL OPERATING 1,000

RONALD MCDONALD HOUSE CHARITIES

1600 WASHINGTON HEIGHTS
ANN ARBOR,MI48104 		NONE PC GENERAL OPERATING 50,000

SAFE PLACE

PO BOX 199
BATTLE CREEK,MI49016 		NONE PC GENERAL OPERATING 1,000

SAFEHOUSE CENTER

4100 CLARK RD
ANN ARBOR,MI48105 		NONE PC GENERAL OPERATING 2,000

SALVATION ARMY

620 N ERIE ST
TOLEDO,OH43604 		NONE PC GENERAL OPERATING 5,000

SAVE OUR YOUTH

211 W GANSON SUITE 220
JACKSON,MI49201 		NONE PC GENERAL OPERATING 15,000

SOAR CAFE & 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

SPRING ARBOR UNIVERSITY

PO BOX 219
SPRING ARBOR,MI49283 		NONE PC GENERAL OPERATING 350,000

SPRING ARBOR UNIVERSITY

PO BOX 219
SPRING ARBOR,MI49283 		NONE PC GENERAL OPERATING 5,000

SPRINGPORT HIGH SCHOOL

300 W MAIN ST
SPRINGPORT,MI49284 		NONE PC GENERAL OPERATING 2,500

ST FABIAN CATHOLIC SCHOOL

32200 W 12 MILE RD
FARMINGTON HILLS,MI48334 		NONE PC GENERAL OPERATING 1,000

ST JOHN CATHOLIC SCHOOL

405 E NORTH ST
JACKSON,MI49202 		NONE PC GENERAL OPERATING 1,000

ST PAUL'S EPISCOPAL CHURCH

309 S JACKSON ST
JACKSON,MI49201 		NONE PC GENERAL OPERATING 1,000

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

THE NRA FOUNDATION

11250 WAPLES MILL RD
FAIRFAX,VA22030 		NONE PC GENERAL OPERATING 1,000

TOYS FOR TOTS

PO BOX 1648
JACKSON,MI49204 		NONE PC GENERAL OPERATING 2,500

UCSF FOUNDATION

PO BOX 45339
SAN FRANCISCO,CA94145 		NONE PC GENERAL OPERATING 1,000

UNITED WAY OF JACKSON COUNTY

536 N JACKSON
JACKSON,MI49201 		NONE PC GENERAL OPERATING 40,000

UNITED WAY OF SOUTH CENTRAL MICHIGAN

536 N JACKSON
JACKSON,MI49201 		NONE PC GENERAL OPERATING 5,000

UNIVERSITY OF MICHIGAN

505 S STATE ST
ANN ARBOR,MI48109 		NONE PC GENERAL OPERATING 50,000

UNIVERSITY OF MICHIGAN

777 E EISENHOWER PKWY SUITE 650
ANN ARBOR,MI48108 		NONE PC GENERAL OPERATING 50,000

WESTERN FOOTBALL QUARTERBACK CLUB

PO BOX 122
PARMA,MI49269 		NONE PC GENERAL OPERATING 500

WESTERN HIGH SCHOOL

1400 S DEARING RD
PARMA,MI49269 		NONE PC GENERAL OPERATING 2,000

XCHANGE TEEN CENTER

PO BOX 241
HANOVER,MI49241 		NONE PC GENERAL OPERATING 1,000

YOUTH HAVEN RANCH

PO BOX 97
RIVES JCT,MI49277 		NONE PC GENERAL OPERATING 1,000

ZOAR LUTHERAN CHURCH ENDOWMENT FUND

314 E INDIANA AVE
PERRYSBURG,OH43551 		NONE PC GENERAL OPERATING 5,000
Total .................................right arrow 3a 2,110,225
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-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 ........... 		    14 142,245  
4 Dividends and interest from securities ....     14 1,043,614  
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 ............ 		    18 930,255  
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 2,116,114 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,116,114
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2023)
Form 990-PF (2023)
Page 13
Part XVI
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
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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.
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Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 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 6,420 3,210   3,210

TY 2023 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 11,426,505 11,203,862

TY 2023 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 35,318,317 43,356,083

TY 2023 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
ALTERNATIVE ASSETS - DETAILS AVAILABLE UPON REQUEST AT COST 317,555 283,801
MUTUAL FUNDS - DETAILS AVAILABLE UPON REQUEST AT COST 4,373,612 4,098,684

TY 2023 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 23,368 23,406 23,406


TY 2023 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 849 0   849


TY 2023 OtherIncreasesSchedule
Name:
THE ALVIN L GLICK FOUNDATION
EIN:
38-3551619
Description Amount
BASIS ADJUSTMENT 8,439


TY 2023 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 274,943 274,943   0
ADR FEES 3,549 3,549   0


TY 2023 SubstantialContributorsSch
Name:
THE ALVIN L GLICK FOUNDATION
EIN:
38-3551619
Name Address
ESTATE OF ALVIN L GLICK 3100 E HIGH STREET
JACKSON,MI49203
ALRO STEEL CORPORATION
  		3100 E HIGH STREET
JACKSON,MI49203


TY 2023 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 34,793 34,793   0
EXCISE TAX PAID 30,000 0   0