GURTZ FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: GURTZ FAMILY FOUNDATION (EIN 26-0173765)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-05-09
IRS object ID: 202501299349101825
Schema version: 2024v5.0
Source: Download XML · Original 990 at ProPublica

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

Return header
Form 990-PF
Schedule B
Accounting Fees Schedule
Gain Loss Sale Other Assets Sch
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-05-09T12:52:36-04:00	ReturnTs
Tax Period End	2024-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	363886265	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	COHEN ACCOUNTING & TAX SERVICE INC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	5225 OLD ORCHARD RD STE 40	AddressLine1Txt
City	SKOKIE	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60077	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2024-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	260173765	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	GURTZ FAMILY FOUNDATION	BusinessNameLine1Txt
Business Name Line2	C/O GURTZ ELECTRIC COMPANY	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	GURT	BusinessNameControlTxt
Phone	8477342400	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	77 WEST SEEGERS ROAD	AddressLine1Txt
City	ARLINGTON HEIGHTS	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60005	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	FRANK L GURTZ	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	8477342400	PhoneNum
Signature	2025-05-01	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	false	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	DAVID COHEN	PreparerPersonNm
PTIN	P00187685	PTIN
Phone	8474709150	PhoneNum
Preparation	2025-05-08	PreparationDt

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$117,415	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$329,895	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$106,270	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$106,270	InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm	$106,270	InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss	$196,414	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$196,414	DividendsNetInvstIncmAmt
Dividends Adj Net Incm	$196,414	DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss	$440,891	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$3,048,464	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$2,704	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$1,073,470	TotalRevAndExpnssAmt
Total Net Invst Incm	$305,388	TotalNetInvstIncmAmt
Total Adj Net Incm	$302,684	TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss	$4,300	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$4,300	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$4,300	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$97,490	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$97,490	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$97,490	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$4,497	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$4,497	TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$106,287	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$106,287	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$101,790	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$495,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$495,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$601,287	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$106,287	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$596,790	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$472,183	ExcessRevenueOverExpensesAmt
Net Investment Income	$199,101	NetInvestmentIncomeAmt
Adjusted Net Income	$302,684	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$145,138	CashBOYAmt
Cash EOY	$117,415	CashEOYAmt
Cash EOYFMV	$117,415	CashEOYFMVAmt
Corporate Stock BOY	$6,293,910	CorporateStockBOYAmt
Corporate Stock EOY	$6,086,626	CorporateStockEOYAmt
Corporate Bonds BOY	$2,712,501	CorporateBondsBOYAmt
Corporate Bonds EOY	$3,419,691	CorporateBondsEOYAmt
Total Assets BOY	$9,151,549	TotalAssetsBOYAmt
Total Assets EOY	$9,623,732	TotalAssetsEOYAmt
Total Assets EOYFMV	$117,415	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Retained Earning BOY	$9,151,549	RetainedEarningBOYAmt
Retained Earning EOY	$9,623,732	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$9,151,549	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$9,623,732	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$9,151,549	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$9,623,732	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$9,151,549	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$472,183	ExcessRevenueOverExpensesAmt
Subtotal	$9,623,732	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$9,623,732	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Field	Value	IRS element (for citing)
Capital Gain Net Income	$2,704	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$2,768	InvestmentIncomeExciseTaxAmt
Subtotal	$2,768	SubtotalAmt
Tax Based On Investment Income	$2,768	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$2,720	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$2,720	TotalPaymentsAndCreditsAmt
Tax Due	$48	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	IL	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	false	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	FRANK L GURTZ	IndividualWithBooksNm
Phone	8477342400	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	77 W SEEGERS RD	AddressLine1Txt
City	ARLINGTON HEIGHTS	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60005	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
FRANK L GURTZ
77 W SEEGERS RD	ARLINGTON HEIGHTS	IL	60005	PRESIDENT	000.00	$0	$0	$0
TRACY A ROBINSON
1047 OXFORD RD	DEERFIELD	IL	60015	DIRECTOR	000.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$11,643,536	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$164,462	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$11,807,998	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$11,807,998	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$177,120	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$11,630,878	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$581,544	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$581,544	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$2,768	TaxBasedOnInvestmentIncomeAmt
Total Tax	$2,768	TotalTaxAmt
Distributable Before Adj	$578,776	DistributableBeforeAdjAmt
Distributable Before Ded	$578,776	DistributableBeforeDedAmt
Distributable As Adjusted	$578,776	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$596,790	ExpensesAndContributionsAmt
Qualifying Distributions	$596,790	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$578,776	DistributableAsAdjustedAmt
Undistributed Income PY	$10,138	UndistributedIncomePYAmt
Qualifying Distributions	$596,790	QualifyingDistributionsAmt
Applied To Year1	$10,138	AppliedToYear1Amt
Applied To Current Year	$578,776	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$7,876	RemainingDistriFromCorpusAmt
Total Corpus	$7,876	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$7,876	ExcessDistriCyovToNextYrAmt
Excess From Current Year	$7,876	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line2RecipientUSAddress/AddressLine2Txt
AMERICAN HEART ASSOCIATION
PO BOX 840692	DALLAS	TX	75284	NONE	EXEMPT PURPOSE OPERATIONS	$10,000
LURIE CHILDRENS HOSPITAL FDN
DEPT 4586	CAROL STREAM	IL	60122	NONE	EXEMPT PURPOSE OPERATIONS	$50,000
CHARLIE PROJECT DOG RESCUE
1605 PHEASANT AVENUE	TWIN LAKES	WI	53181	NONE	EXEMPT PURPOSE OPERATIONS	$10,000
CHICAGO COALITION TO END HOMELESS
70 EAST LAKE STREET	CHICAGO	IL	60601	NONE	EXEMPT PURPOSE OPERATIONS	$10,000	SUITE 720
CHICAGO GREATER FOOD DEPOSITORY
4100 W ANN LURIE PL	CHICAGO	IL	60632	NONE	EXEMPT PURPOSE OPERATIONS	$10,000
CHICAGOLAND LAB RESCUE
935 JUDSON AVE	HIGHLAND PARK	IL	60035	NONE	EXEMPT PURPOSE OPERATIONS	$5,000
DANCERING WHILE CANCERING
PO BOX 565	GLENCOE	IL	60022	NONE	EXEMPT PURPOSE OPERATIONS	$15,000
FELDMAN FAMILY FOUNDATION
1086 FRANZ DRIVE	LAKE FOREST	IL	60045	NONE	EXEMPT PURPOSE OPERATIONS	$30,000
HEARTLAND ANIMAL SHELTER
586 PALWAUKEE DRIVE	WHEELING	IL	60090	NONE	EXEMPT PURPOSE OPERATIONS	$15,000
JENNIFER LYNN SNYDER FOUNDATION
1060 DONEGAL LANE	NORTHBROOK	IL	60062	NONE	EXEMPT PURPOSE OPERATIONS	$5,000
JEWISH UNITED FUND OF METRO CHGO
30 S WELLS ST	CHICAGO	IL	60606	NONE	EXEMPT PURPOSE OPERATIONS	$15,000	ROOM 3134
LES TURNER ALS FOUNDATION
5550 W TOUHY AVENUE	SKOKIE	IL	60077	NONE	EXEMPT PURPOSE OPERATIONS	$7,500	SUITE 302
MAKE-A-WISH FOUNDATION
640 N LASALLE DR	CHICAGO	IL	60654	NONE	EXEMPT PURPOSE OPERATIONS	$30,000	SUITE 280
NORTHWESTERN MEMORIAL FOUNDATION
541 N FAIRBANKS CT	CHICAGO	IL	60611	NONE	EXEMPT PURPOSE OPERATIONS	$75,000	SUITE 800
PARKINSON'S FOUNDATION
2991 LEXINGTON LANE	HIGHLAND PARK	IL	60035	NONE	EXEMPT PURPOSE OPERATIONS	$7,500
PAWS CHICAGO
1997 N CLYBOURN AVE	CHICAGO	IL	60614	NONE	EXEMPT PURPOSE OPERATIONS	$10,000
RONALD MCDONALD HOUSE
1301 W 22ND STREET	OAK BROOK	IL	60523	NONE	EXEMPT PURPOSE OPERATIONS	$30,000	SUITE 905
RORY DAVID DEUTCH FOUNDATION
1151 HILLARY LANE	HIGHLAND PARK	IL	60035	NONE	EXEMPT PURPOSE OPERATIONS	$25,000
SATURDAY PLACE
210 W ILLINOIS ST	CHICAGO	IL	60654	NONE	EXEMPT PURPOSE OPERATIONS	$20,000
ST JUDE HOSPITAL
P O BOX 167	MEMPHIS	TN	38101	NONE	EXEMPT PURPOSE OPERATIONS	$30,000
THE ANTI-CRUELTY SOCIETY
510 N LASLLE DR	CHICAGO	IL	60654	NONE	EXEMPT PURPOSE OPERATIONS	$15,000
THE WELL RESOURCE CENTER
6160 W HIGGINS AVE	CHICAGO	IL	60630	NONE	EXEMPT PURPOSE OPERATIONS	$10,000
TUNNELS TO TOWERS
2361 HYLAN BLVD	STATEN ISLAND	NY	10306	NONE	EXEMPT PURPOSE OPERATIONS	$10,000
ZACHARIAS CENTER
4725 OLD GRAND AVENUE	GURNEE	IL	60031	NONE	EXEMPT PURPOSE OPERATIONS	$50,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$495,000	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$106,270	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$196,414	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$2,704	ExclusionAmt
Related Or Exempt Function Incm	$438,187	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$305,388	ExclusionAmt
Related Or Exempt Function Incm	$438,187	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$743,575	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Contributor Person	GURTZ CLAT	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	77 WEST SEEGERS ROAD	AddressLine1Txt
City	ARLINGTON HEIGHTS	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60005	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$329,895	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$4,300	Amt
Net Investment Income	$4,300	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$4,300	DisbursementsCharitablePrpsAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (10 entries)

AssetAssetDesc	AcquiredAcquiredDt	How AcquiredHowAcquiredTxt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	BasisBasisAmt	Total NetTotalNetAmt
SHORT TERM COVERED TRANSACTIONS	2024-12	PURCHASE	2024-12	$482,698	$486,683	-$3,985
SHORT TERM DISALLOWED WASH SALES	2024-12	PURCHASE	2024-12	$2,829		$2,829
LONG TERM COVERED TRANSACTIONS	2024-12	PURCHASE	2024-12	$1,851,941	$1,609,482	$242,459
LONG TERM DISALLOWED WASH SALE	2024-12	PURCHASE	2024-12	$4,370		$4,370
206 SHARES OF ISHARES GOLD TRUST	2020-11	PURCHASE	2024-03	$8,468	$7,360	$1,108
268 SHARES OF ISHARES GOLD TRUST	2021-06	PURCHASE	2024-03	$11,016	$9,671	$1,345
1,039 SHARES OF ISHARES GOLD TRUST	2020-11	PURCHASE	2024-05	$46,831	$37,124	$9,707
532 SHARES OF ISHARES GOLD TRUST	2020-11	PURCHASE	2024-09	$26,782	$19,009	$7,773
11,348 SHARES OF ISHARES GOLD TRUST	2020-11	PURCHASE	2024-11	$563,615	$405,452	$158,163
951 SHARES OF ISHARES GOLD TRUST	2020-11	PURCHASE	2024-11	$47,210	$32,792	$14,418

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	CORPORATE BONDS	BondNm
EOY Book Value	$3,419,691	EOYBookValueAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt
MUTUAL FUNDS	$513,484
EQUITIES	$5,100,652
EXCHANGE TRADED AND CLOSED END FUNDS	$472,490

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNT MAGANEMENT FEES	CategoryTxt
Amt	$97,490	Amt
Net Investment Income	$97,490	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$97,490	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES - MORGAN STANLEY	$4,482	$4,482
ILLINOIS TAX	$15	$15

GURTZ FAMILY FOUNDATION: Form 990PF, tax year 2024

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Contributor US Address ContributorUSAddress

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (10 entries)

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

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