Civic Intelligence

Milford G Jackson Testamentary Trust

EIN 38-6623775 • 501(c)3 • Cincinnati, OH

Profile

Payment of all income annually to the city of algonac, michigan for the benefit of the community as shall be determined by the governing body.

PO Box 630858Cincinnati, OH 45263-0858

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

21st percentile

-24%

Higher net margin than 21% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

88th percentile

$7,250

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 43.5% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

50th percentile

-1.5%

Faster asset growth than 50% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

87th percentile

63%

Faster revenue growth than 87% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets59th percentile

Using 2023 Form 990 data because the latest 2024 filing does not report standard financial totals.

Assets

Down

$423,951

Down $6,564 (-1.5%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$423,951

Down $6,564 (-1.5%) from 2022

Operations
Liabilities / Revenue61st percentileNet Margin21st percentile

Revenue

Up

$27,212

Up $10,561 (+63%) from 2022

Expenses

Down

$33,710

Down $2,087 (-5.8%) from 2022

Net Income

Up

-$6,498

Up $12,648 (+66%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth50th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2011: $398,638Liabilities 2011: $0Net Assets 2011: $398,6382011Assets 2012: $385,006Liabilities 2012: $0Net Assets 2012: $385,0062012Assets 2013: $383,950Liabilities 2013: $0Net Assets 2013: $383,9502013Assets 2014: $392,513Liabilities 2014: $0Net Assets 2014: $392,5132014Assets 2015: $435,237Liabilities 2015: $0Net Assets 2015: $435,2372015Assets 2016: $403,158Liabilities 2016: $0Net Assets 2016: $403,1582016Assets 2017: $396,403Liabilities 2017: $0Net Assets 2017: $396,4032017Assets 2018: $407,030Liabilities 2018: $0Net Assets 2018: $407,0302018Assets 2019: $453,436Liabilities 2019: $0Net Assets 2019: $453,4362019Assets 2020: $436,917Liabilities 2020: $0Net Assets 2020: $436,9172020Assets 2021: $449,720Liabilities 2021: $0Net Assets 2021: $449,7202021Assets 2022: $430,515Liabilities 2022: $0Net Assets 2022: $430,5152022Assets 2023: $423,951Liabilities 2023: $0Net Assets 2023: $423,9512023

Latest loaded filing

2023

Assets$423,951
Liabilities$0
Net Assets$423,951
Open 2023 Filing

Operations Trend

Revenue Growth87th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KExpenses 2011: $31,5292011Expenses 2012: $30,9072012Revenue 2013: $30,224Expenses 2013: $31,280Net Income 2013: -$1,0562013Revenue 2014: $40,123Expenses 2014: $31,560Net Income 2014: $8,5632014Revenue 2015: $74,899Expenses 2015: $32,175Net Income 2015: $42,7242015Revenue 2016: -$158Expenses 2016: $31,921Net Income 2016: -$32,0792016Revenue 2017: $23,314Expenses 2017: $30,068Net Income 2017: -$6,7542017Revenue 2018: $35,358Expenses 2018: $24,733Net Income 2018: $10,6252018Revenue 2019: $79,010Expenses 2019: $32,658Net Income 2019: $46,3522019Revenue 2020: $17,135Expenses 2020: $33,455Net Income 2020: -$16,3202020Revenue 2021: $47,233Expenses 2021: $34,513Net Income 2021: $12,7202021Revenue 2022: $16,651Expenses 2022: $35,797Net Income 2022: -$19,1462022Revenue 2023: $27,212Expenses 2023: $33,710Net Income 2023: -$6,4982023

Latest loaded filing

2023

Revenue$27,212
Expenses$33,710
Net Income-$6,498
Open 2023 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.24$0.00$4.24$0.27$0.34$0.06
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.31$0.00$4.31$0.17$0.36$0.19
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.50$0.00$4.50$0.47$0.35$0.13
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.37$0.00$4.37$0.17$0.33$0.16
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.53$0.00$4.53$0.79$0.33$0.46
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.07$0.00$4.07$0.35$0.25$0.11
2017Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$3.96$0.00$3.96$0.23$0.30$0.07
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.03$0.00$4.03$0.00$0.32$0.32
2015Detailed filing. Detailed filing data is available for this year.$4.35$0.00$4.35$0.75$0.32$0.43
2014Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$0.40$0.32$0.09
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$3.84$0.00$3.84$0.30$0.31$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.85$0.00$3.85$0.31
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.99$0.00$3.99$0.32
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 4, 2023
Return Version
2022v5.0
Gross Receipts
$303,270
Mission and Program Overview

Mission

Payment of all income annually to the city of algonac, michigan for the benefit of the community as shall be determined by the governing body.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$449,721$430,515▼ $19,206
Investments Other Securities$422,322--
Investments in Publicly Traded Securities-$415,861-
Savings and Temporary Cash Investments$27,397$14,654▼ $12,743
Cash and Non-Interest-Bearing Accounts$1--
Rtn Earn Endowment Incm Other Fnds$-1--
Total Assets$449,720$430,515▼ $19,205
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$449,720$430,515▼ $19,205
Total Liabilities and Net Assets / Fund Balance$449,720$430,515▼ $19,205
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleBaseTotal
-Trustee$7,250$7,250
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$16,651
Other Revenue
$0
Change in Net Assets
$-19,146
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$27,000
Salaries, Compensation, and Employee Benefits$7,251
Other Expenses$1,546
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$27,000--$27,000
Current Officers, Directors, Trustees, and Key Employees$1,088$6,163-$7,251
Fees for Services Accounting-$1,175-$1,175
Fees for Services Legal-$200-$200
Other Expenses-$20-$20
Total Functional Expenses$28,088$7,709$0$35,797
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
City of AlgonacAlgonac, MIGovGeneral Operating Support$27,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

FORM 990 PART VI.A LINE 8A AND 8B

“The foundation oversight council conducts meetings for all foundations where fifth third is the sole trustee. Each foundation holds at least one annual meeting and the minutes of the meeting are documented and saved”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Form 990 is reviewed by a tax officer of the trustee”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“At each annual meeting the members of the trustee oversight council prepared and disclosed annual conflict of interests. As grantee organizations were discussed a trustee member would recuse themselves from voting if a conflict was present and the conflict would be noted in the minutes. At this time no member has a conflict of interest with the grantees of the jackson milford testamentary trust.”

Form 990, Page 6, Part VI, Line 18

“Forms are available upon written request to the organization”

Form 990, Page 6, Part VI, Line 19

“Forms are available upon written request to the organization”

Filing and Contact Details

Filer

Filer Name
Jackson Milford Testamentary Trust
EIN
38-6623775
Phone
5135345310
Address
PO BOX 630858, CINCINNATI, OH 45263-0858

Signing Officer

Name
Matthew Carothers
Title
Trustee
Phone
5135345310
Signed
2023-05-04
Discuss with paid preparer
Yes

Organization Details

Formed
1992
Legal Domicile
Mi
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
800 YARD STREET SUITE 200, GRANDVIEW HEIGHTS, OH 43212
Preparer
Doak a Pfaff
Phone
6142327288
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“2022 transactions posted in 2023;($139.03). 2021 transactions posted in 2022;$79.3. Rounding:$0.73”

Raw XML Appendix335 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PAYMENT OF ALL INCOME ANNUALLY TO THE CITY OF ALGONAC, MICHIGAN FOR THE BENEFIT OF THE COMMUNITY AS SHALL BE DETERMINED BY THE GOVERNING BODY.
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0FIFTH THIRD BANK NA
IRS990/BooksInCareOfDetail/PhoneNum05135347001
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt038 FOUNTAIN SQUARE PLAZA MD1090VD
IRS990/BooksInCareOfDetail/USAddress/CityNm0CINCINNATI
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd045202
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt0449721
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt0430515
IRS990/CashNonInterestBearingGrp/BOYAmt01
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt06163
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt01088
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt07251
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt027000
IRS990/CYInvestmentIncomeAmt016651
IRS990/CYOtherExpensesAmt01546
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-19146
IRS990/CYSalariesCompEmpBnftPaidAmt07251
IRS990/CYTotalExpensesAmt035797
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt016651
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0DISTRIBUTIONS TO VARIOUS CHARITABLE ORGANIZATIONS AS DIRECTED BY THE GOVERNING DOCUMENT.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExcsTaxSect4951Or4952Or4953Ind0false
IRS990/ExpenseAmt028088
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01175
IRS990/FeesForServicesAccountingGrp/TotalAmt01175
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0200
IRS990/FeesForServicesLegalGrp/TotalAmt0200
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0FIFTH THIRD BANK NA
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt07250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01992
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt07462
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt027000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt027000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt027000
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0294081
IRS990/GrossReceiptsAmt0303270
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt09189
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt09189
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0422322
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0415861
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0286619
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PAYMENT OF ALL INCOME ANNUALLY TO THE CITY OF ALGONAC, MICHIGAN FOR THE BENEFIT OF THE COMMUNITY AS SHALL BE DETERMINED BY THE GOVERNING BODY.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0449720
IRS990/NetAssetsOrFundBalancesEOYAmt0430515
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt07462
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt07462
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-59
IRS990/OtherExpensesGrp/Desc0FOREIGN TAXES
IRS990/OtherExpensesGrp/Desc1PROBATE FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0151
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt120
IRS990/OtherExpensesGrp/TotalAmt0151
IRS990/OtherExpensesGrp/TotalAmt120
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0FIFTH THIRD BANK NA
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt025000
IRS990/PYInvestmentIncomeAmt047233
IRS990/PYOtherExpensesAmt01555
IRS990/PYRevenuesLessExpensesAmt012720
IRS990/PYSalariesCompEmpBnftPaidAmt07958
IRS990/PYTotalExpensesAmt034513
IRS990/PYTotalRevenueAmt047233
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-19146
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0-1
IRS990/SavingsAndTempCashInvstGrp/BOYAmt027397
IRS990/SavingsAndTempCashInvstGrp/EOYAmt014654
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt00
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt00
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt00
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0386004530
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt027000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0CITY OF ALGONAC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt027000
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt027000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0GOV
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL OPERATING SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CITY OF ALGONAC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt0C/O CITY MANAGER
IRS990ScheduleI/RecipientTable/RecipientEIN0386004530
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0805 ST CLAIR RIVER DR
IRS990ScheduleI/RecipientTable/USAddress/CityNm0ALGONAC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd048001
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTS ARE MADE TO ORGANIZATIONS NAMED IN THE GOVERNING DOCUMENT TO BE USED FOR THE PURPOSES AND PROGRAMS ESTABLISHED BY THE TRUST INSTRUMENT. NO UNSOLICITED REQUESTS FOR FUNDS ARE ACCEPTED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION OVERSIGHT COUNCIL CONDUCTS MEETINGS FOR ALL FOUNDATIONS WHERE FIFTH THIRD IS THE SOLE TRUSTEE. EACH FOUNDATION HOLDS AT LEAST ONE ANNUAL MEETING AND THE MINUTES OF THE MEETING ARE DOCUMENTED AND SAVED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS REVIEWED BY A TAX OFFICER OF THE TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AT EACH ANNUAL MEETING THE MEMBERS OF THE TRUSTEE OVERSIGHT COUNCIL PREPARED AND DISCLOSED ANNUAL CONFLICT OF INTERESTS. AS GRANTEE ORGANIZATIONS WERE DISCUSSED A TRUSTEE MEMBER WOULD RECUSE THEMSELVES FROM VOTING IF A CONFLICT WAS PRESENT AND THE CONFLICT WOULD BE NOTED IN THE MINUTES. AT THIS TIME NO MEMBER HAS A CONFLICT OF INTEREST WITH THE GRANTEES OF THE JACKSON MILFORD TESTAMENTARY TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORMS ARE AVAILABLE UPON WRITTEN REQUEST TO THE ORGANIZATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FORMS ARE AVAILABLE UPON WRITTEN REQUEST TO THE ORGANIZATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt52022 TRANSACTIONS POSTED IN 2023;($139.03). 2021 TRANSACTIONS POSTED IN 2022;$79.3. ROUNDING:$0.73
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 PART VI.A LINE 8a AND 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5EXPLANATION FOR FORM 990, PART XI, LINE 9
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0MATTHEW CAROTHERS
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ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JACKSON MILFORD TESTAMENTARY TRUST
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ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOAK A PFAFF
ReturnHeader/ReturnTs02023-05-05T09:00:29-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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