GLOBE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- GLOBE FOUNDATION (EIN 36-6054050)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-10
- IRS object ID
- 202203149349103350
- Schema version
- 2021v4.2
- 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
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-10T19:01:18-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 361137200 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GLOBE CORPORATION | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6730 N SCOTTSDALE ROAD STE 250 | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85253 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 366054050 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GLOBE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GLOB | BusinessNameControlTxt |
| Phone | 4809910500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6730 N SCOTTSDALE ROAD 250 | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 852534416 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGE F GETZ | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 4809910500 | PhoneNum |
| Signature | 2022-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GEORGE | PersonFirstNm |
| Person Last | GETZ | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN GALLAGHER | PreparerPersonNm |
| PTIN | P00244829 | PTIN |
| Phone | 4809910500 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $38,681,677 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $438,939 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $442,014 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,142,602 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,280,485 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,069,293 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $442 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,581,541 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,511,749 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $67,262 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $136,330 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $154,077 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $54 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $203,592 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $154,077 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $54 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,296,551 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,672,020 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,500,143 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $154,077 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,672,074 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,081,398 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,357,672 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $138,494 | CashBOYAmt |
| Cash EOY | $297,082 | CashEOYAmt |
| Cash EOYFMV | $297,082 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,537,932 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $909,643 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $909,643 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $13,943,202 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,287,492 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $27,130,435 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,302,909 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,301,964 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $7,089,560 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,008,264 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,255,682 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,243,942 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $77,455 | OtherAssetsBOYAmt |
| Other Assets EOY | $11,015 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $11,015 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $25,008,256 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,062,878 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $38,681,677 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $4,725 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $9,493 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $2,060,951 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,029,407 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,065,676 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,038,900 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $19,206,497 | CapitalStockBOYAmt |
| Capital Stock EOY | $19,206,497 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,736,083 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,817,481 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $22,942,580 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $25,023,978 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $25,008,256 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $26,062,878 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $22,942,580 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,081,398 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $25,023,978 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $25,023,978 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2021-01-01 | 2021-12-31 | $2,641,728 | $2,501,795 | $139,933 | $139,933 |
| (AVAILABLE UPON REQUEST) | P | $0 | $0 | ||||
| PUBLICLY TRADED SECURITIES | P | 2020-12-31 | 2021-12-31 | $3,638,757 | $709,397 | $2,929,360 | $2,929,360 |
| (AVAILABLE UPON REQUEST) | P | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,069,293 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $46,672 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $46,672 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $46,672 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $63,290 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $63,290 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $16,618 | OverpaymentAmt |
| Applied To ES Tax | $16,618 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AZ | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | FOUNDATION CO GEORGE GETZ | IndividualWithBooksNm |
| Phone | 4809910500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6730 N SCOTTSDALE ROAD STE 250 | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85253 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| BERT A GETZ | ||||||||
| 6335 WEST STATE ROUTE 120 | LIBERTYVILLE | IL | 60048 | PRESIDENT/DIRECTOR | 0.00 | $0 | $0 | $0 |
| GEORGE F GETZ | ||||||||
| 5223 E PALO VERDE PL | PARADISE VALLEY | AZ | 85253 | SECRETARY/DIRECTOR | 0.00 | $0 | $0 | $0 |
| MICHAEL J OLSEN | ||||||||
| 9103 N 96TH PLACE | SCOTTSDALE | AZ | 85258 | TREASURER/ASST. SECRETARY | 0.00 | $0 | $0 | $0 |
| ROCK S EDWARDS | ||||||||
| 1051 PERIMETER DRIVE SUITE 550 | SCHAUMBERG | IL | 60173 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| BERT A GETZ JR | ||||||||
| 225 SHADOWOOD LANE | NORTHFIELD | IL | 60093 | VICE PRESIDENT/DIRECTOR | 0.00 | $0 | $0 | $0 |
| WILLIAM ANDREW | ||||||||
| 14004 S ROCKHILL ROAD | PHOENIX | AZ | 85048 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $36,019,430 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,275,002 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $37,294,432 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $37,294,432 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $559,416 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $36,735,016 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,836,751 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,836,751 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $46,672 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $2,077 | IncomeTaxAmt |
| Total Tax | $48,749 | TotalTaxAmt |
| Distributable Before Adj | $1,788,002 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,788,002 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,788,002 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,672,074 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,672,074 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,788,002 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $518,088 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $641,302 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $616,207 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $138,825 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $594,181 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,508,603 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,672,074 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,672,074 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $115,928 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $115,928 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,392,675 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $402,160 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,990,515 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $641,302 | ExcessFromYear4Amt |
| Excess From Year3 | $616,207 | ExcessFromYear3Amt |
| Excess From Year2 | $138,825 | ExcessFromYear2Amt |
| Excess From Year1 | $594,181 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BERT A GETZ | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (80 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CENTER FOR OPEN SCIENCE | ||||||||||||
| 210 RIDGE MCINTIRE ROAD | CHARLOTTESVILLE | VA | 22903 | PUBLIC | GENERAL FUND | $15,000 | ||||||
| AMERICAN RED CROSS- METZ FUND | ||||||||||||
| 2200 WEST HARRISON STREET | CHICAGO | IL | 60612 | PUBLIC | GENERAL FUND | $10,000 | ||||||
| ARIZONA HUMANE SOCIETY | ||||||||||||
| 1521 W DOBBINS ROAD | PHOENIX | AZ | 85041 | PUBLIC | GENERAL FUND | $8,500 | ||||||
| ARIZONA STATE UNIVERSITY | ||||||||||||
| PO BOX 2260 | TEMPE | AZ | 85280 | PUBLIC | GENERAL FUND | $7,000 | ||||||
| BARBARA BUSH FOUNDATION | ||||||||||||
| 516 N ADAMS STREET | TALLAHASSEE | FL | 32301 | PUBLIC | GENERAL FUND | $10,000 | ||||||
| BOY SCOUTS OF AMERICA - METZ FUND | ||||||||||||
| 1218 W ADAMS ST | CHICAGO | IL | 60607 | PUBLIC | GENERAL FUND | $10,000 | ||||||
| BOYS AND GIRLS CLUB OF FLAGSTAFF | ||||||||||||
| PO BOX 220 | FLAGSTAFF | AZ | 86002 | PUBLIC | GENERAL FUND | $25,000 | ||||||
| CHICAGO CHILDREN'S MUSEUM | ||||||||||||
| 700 EAST GRAND AVENUE | CHICAGO | IL | 60611 | PUBLIC | GENERAL FUND | $50,000 | ||||||
| CHICAGO HOPE ACADEMY - METZ FUND | ||||||||||||
| 2189 W BOWLER ST | CHICAGO | IL | 60612 | PUBLIC | GENERAL FUND | $10,000 | ||||||
| CHICAGO LIGHTHOUSE FOR THE BLIND - METZ FUND | ||||||||||||
| 1850 W ROOSEVELT RD | CHICAGO | IL | 60608 | PUBLIC | GENERAL FUND | $10,000 | ||||||
| CLAN MACLEAN ASSOCIATION OF CALIFORNIA (DURANT APPEAL FUND) | ||||||||||||
| 5125 TULIP COURT | LIVERMORE | CA | 94551 | PUBLIC | GENERAL FUND | $7,000 | ||||||
| EMPOWER COLLEGE PREP | ||||||||||||
| 2411 W COLTER ST | PHOENIX | AZ | 85015 | PUBLIC | GENERAL FUND | $5,000 | ||||||
| GEORGE WASHINGTON'S FEDRICKSBURG FOUNDATION | ||||||||||||
| 1201 WASHINGTON AVENUE | FREDERICKSBURG | VA | 22401 | PUBLIC | GENERAL FUND | $5,000 | ||||||
| GLOBE CORP EMPLOYEE MATCHING GIFTS - DETAILS AVAILABLE UPON REQUEST | ||||||||||||
| 6730 N SCOTTSDALE ROAD STE 250 | SCOTTSDALE | AZ | 85253 | PUBLIC | GENERAL FUND | $24,970 | ||||||
| GRAND CANYON TRUST | ||||||||||||
| 2601 N FOR VALLEY ROAD | FLAGSTAFF | AZ | 86001 | PUBLIC | GENERAL FUND | $50,000 | ||||||
| HADLEY SCHOOL FOR THE BLIND - METZ FUND | ||||||||||||
| 700 ELM ST | WINNETKA | IL | 60093 | PUBLIC | GENERAL FUND | $10,000 | ||||||
| HEARTLAND ALLIANCE - METZ FUND | ||||||||||||
| 208 S LASALLE ST 1818 | CHICAGO | IL | 60604 | PUBLIC | GENERAL FUND | $10,000 | ||||||
| HELP IN HEALING HOME FOUNDATION | ||||||||||||
| 5811 E MAYO BLVD | PHOENIX | AZ | 85054 | PUBLIC | GENERAL FUND | $12,500 | ||||||
| HOPE COLLEGE | ||||||||||||
| 141 E 12TH STREET | HOLLAND | MI | 49422 | PUBLIC | GENERAL FUND | $1,000 | ||||||
| INFANT WELFARE SOCIETY - METZ FUND | ||||||||||||
| 3600 W FULLERTON AVE | CHICAGO | IL | 60647 | PUBLIC | GENERAL FUND | $10,000 | ||||||
| JEWISH CHILD AND FAMILY SERVICES | ||||||||||||
| 216 WEST JACKSON BLVD | CHICAGO | IL | 60606 | PUBLIC | GENERAL FUND | $100,000 | ||||||
| JUNIOR GOLF ASSOCIATION OF ARIZONA | ||||||||||||
| 10888 N 19TH AVENUE | PHOENIX | AZ | 85029 | PUBLIC | GENERAL FUND | $5,000 | ||||||
| KESHET | ||||||||||||
| 600 ACADEMY DRIVE STE 130 | NORTHBROOK | IL | 60062 | PUBLIC | GENERAL FUND | $7,500 | ||||||
| LAKE GEORGE LAND CONSERVANCY | ||||||||||||
| 4905 LAKE SHORE DRIVE | BOLTON LANDING | NY | 12814 | PUBLIC | GENERAL FUND | $1,700 | ||||||
| LAWRENCEVILLE SCHOOL | ||||||||||||
| PO BOX 6125 | LAWRENCEVILLE | NJ | 08648 | PUBLIC | GENERAL FUND | $180,000 | ||||||
| MARYVILLE ACADEMY | ||||||||||||
| 1150 N RIVER ROAD | DES PLAINES | IL | 60016 | PUBLIC | GENERAL FUND | $2,500 | ||||||
| NATIONAL HISTORICAL FIRE FOUNDATION | ||||||||||||
| 6730 N SCOTTSDALE ROAD STE 250 | SCOTTSDALE | AZ | 85253 | PRIVATE | OPERATING NEEDS | $150,000 | ||||||
| NORTH SHORE COUNTRY DAY SCHOOL | ||||||||||||
| 310 GREEN BAY ROAD | WINNETKA | IL | 60093 | PUBLIC | GENERAL FUND | $100,000 | ||||||
| NORTHWESTERN MEMORIAL FOUNDATION - ALUMNAE CONTINUING EDUCATION - METZ FUND | ||||||||||||
| 251 EAST HURON STREET GALTER | CHICAGO | IL | 60611 | PUBLIC | GENERAL FUND | $10,000 | PAVILION SUITE 3-200 | |||||
| NORTHWESTERN MEMORIAL FOUNDATION - CHICAGO MATERNITY CTR - METZ FUND | ||||||||||||
| 251 EAST HURON STREET GALTER | CHICAGO | IL | 60611 | PUBLIC | GENERAL FUND | $10,000 | PAVILION SUITE 3-200 | |||||
| NORTHWESTERN MEMORIAL FOUNDATION - RESEARCH FUND - METZ FUND | ||||||||||||
| 251 EAST HURON STREET GALTER | CHICAGO | IL | 60611 | PUBLIC | GENERAL FUND | $10,000 | PAVILION SUITE 3-200 | |||||
| NORTHWESTERN MEMORIAL FOUNDATION - UNRESTRICTED FUND - METZ FUND | ||||||||||||
| 251 EAST HURON STREET GALTER | CHICAGO | IL | 60611 | PUBLIC | GENERAL FUND | $10,000 | PAVILION SUITE 3-200 | |||||
| NORTHWESTERN UNIVERSITY - ARM MEMORIAL - METZ FUND | ||||||||||||
| 2020 RIDGE AVENUE | EVANSTON | IL | 60208 | PUBLIC | GENERAL FUND | $20,000 | ||||||
| NORTHWESTERN UNIVERSITY - MEDICAL SCHOOL FUND - METZ FUND | ||||||||||||
| 2020 RIDGE AVENUE | EVANSTON | IL | 60208 | PUBLIC | GENERAL FUND | $10,000 | ||||||
| OFF THE STREET CLUB - METZ FUND | ||||||||||||
| 25 N KARLOV AVE | CHICAGO | IL | 60624 | PUBLIC | GENERAL FUND | $10,000 | ||||||
| OLE MISS ATHLETICS FOUNDATION | ||||||||||||
| PO BOX 1519 | OXFORD | MS | 38655 | PUBLIC | GENERAL FUND | $100,000 | ||||||
| OREGON SYMPHONY | ||||||||||||
| 921 SW WASHINGTON STREET | PORTLAND | OR | 97205 | PUBLIC | GENERAL FUND | $125,000 | ||||||
| PHOENIX CHILDREN'S HOSPITAL FOUNDATION | ||||||||||||
| 2929 E CAMELBACK RD 122 | PHOENIX | AZ | 85016 | PUBLIC | GENERAL FUND | $120,000 | ||||||
| RAVINA FESTIVAL ASSOCIATION | ||||||||||||
| 418 SHERIDAN ROAD | HIGHLAND PARK | IL | 60035 | PUBLIC | GENERAL FUND | $5,000 | ||||||
| SANDRA DAY OCONNOR INSTITUTE | ||||||||||||
| 111 EAST TAYLOR STREET | PHOENIX | AZ | 85004 | PUBLIC | GENERAL FUND | $25,000 | ||||||
| SAVING AMY | ||||||||||||
| 3117 N 44TH STREET | PHOENIX | AZ | 85018 | PUBLIC | GENERAL FUND | $500 | ||||||
| SEMESTER AT SEA | ||||||||||||
| PO BOX 400885 | CHARLOTTESVILLE | VA | 22904 | PUBLIC | GENERAL FUND | $2,500 | ||||||
| SHIRLEY RYAN ABILITY LAB | ||||||||||||
| 335 EAST ERIE | CHICAGO | IL | 60611 | PUBLIC | GENERAL FUND | $10,000 | ||||||
| SOUTHERN METHODIST UNIVERSITY | ||||||||||||
| PO BOX 750402 | DALLAS | TX | 75275 | PUBLIC | GENERAL FUND | $5,000 | ||||||
| SOUTHEWESTERN GOLF ASSOCIATION | ||||||||||||
| 10550 E DESERT HILLS DR | SCOTTSDALE | AZ | 85262 | PUBLIC | GENERAL FUND | $1,000 | ||||||
| ST JUDES CHILDREN RESEARCH HOSPITAL | ||||||||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | PUBLIC | GENERAL FUND | $5,000 | ||||||
| ST JAMES THE LESS CHURCH | ||||||||||||
| 550 SUNSET RIDGE ROAD | NORTHFIELD | IL | 60093 | PUBLIC | GENERAL FUND | $15,000 | ||||||
| THE HEARD MUSEUM | ||||||||||||
| 2301 NORTH CENTRAL AVE | PHOENIX | AZ | 85004 | PUBLIC | GENERAL FUND | $2,000 | ||||||
| UNITED SOUND | ||||||||||||
| PO BOX 1054 | HIGLEY | AZ | 85236 | PUBLIC | GENERAL FUND | $1,000 | ||||||
| UNITED WAYALEXIS DE TOCQUEVILLE | ||||||||||||
| 1515 EAST OSBORN ROAD | PHOENIX | AZ | 85014 | PUBLIC | GENERAL FUND | $10,000 | ||||||
| UNIVERSITY OF CHICAGO - MEDICAL ALUMNI FUND - METZ FUND | ||||||||||||
| 1427 EAST 60TH STREET SUITE 120 | CHICAGO | IL | 60637 | PUBLIC | GENERAL FUND | $10,000 | ||||||
| UNIVERSITY OF MISSISSIPPI | ||||||||||||
| 406 UNIVERSITY AVENUE | OXFORD | MS | 38655 | PUBLIC | GENERAL FUND | $2,500 | ||||||
| US SENIOR GOLF ASSOCIATION MEMORIAL FUND | ||||||||||||
| 49 KNOLLWOOD ROAD | ELMSFORD | NY | 10523 | PUBLIC | GENERAL FUND | $1,000 | ||||||
| VALLEY YOUTH THEATER | ||||||||||||
| 807 N THIRD STREET | PHOENIX | AZ | 85004 | PUBLIC | GENERAL FUND | $1,000 | ||||||
| OLE MISS ATHLETICS FOUNDATION | ||||||||||||
| PO BOX 1519 | OXFORD | MS | 38655 | PUBLIC | GENERAL FUND | $1,000 | ||||||
| DESERT FOUNDATION AUXILIARY | ||||||||||||
| 7878 E GAINEY RANCH RD | SCOTTSDALE | AZ | 85258 | PUBLIC | GENERAL FUND | $100 | ||||||
| WOMENS BOARD OF THE BARROW NEUROLOGICAL FOUNDATION | ||||||||||||
| 124 W THOMAS ROAD 250 | PHOENIX | AZ | 85013 | PUBLIC | GENERAL FUND | $53,550 | ||||||
| CHILDRENS NATIONAL HOSPITAL FOUNDATION | ||||||||||||
| 111 MICHIGAN AVENUE NW | WASHINGTON | DC | 20010 | PUBLIC | GENERAL FUND | $1,000 | ||||||
| CHICAGO CLUB PRESERVATION FOUNDATION | ||||||||||||
| 81 E VAN BUREN | CHICAGO | IL | 60605 | PUBLIC | GENERAL FUND | $50,000 | ||||||
| CHICAGO ZOOLOGICAL SOCIETY | ||||||||||||
| BROOKFIELD ZOO | BROOKFIELD | IL | 60513 | PUBLIC | GENERAL FUND | $20,000 | ||||||
| LAKE COUNTY FOREST PRESERVE | ||||||||||||
| 1899 WEST WINCHESTER ROAD | LIBERTYVILLE | IL | 60048 | PUBLIC | GENERAL FUND | $25,000 | ||||||
| OPENLANDS | ||||||||||||
| 25 EAST WASHINGTON STREET | CHICAGO | IL | 60602 | PUBLIC | GENERAL FUND | $25,000 | ||||||
| ST BARNABAS ON THE DESERT EPISCOPAL CHURCH | ||||||||||||
| 6715 N MOCKINGBIRD LN | PARADISE VALLEY | AZ | 85253 | PUBLIC | GENERAL FUND | $50,000 | ||||||
| MULTNOMAH ATHLETIC FOUNDATION | ||||||||||||
| 1849 SW SALMON ST | PORTLAND | OR | 97205 | PUBLIC | GENERAL FUND | $10,000 | ||||||
| OREGON HORSE RESCUE | ||||||||||||
| 4325 COMMERCE ST STE 111-463 | EUGENE | OR | 97402 | PUBLIC | GENERAL FUND | $6,000 | ||||||
| PHOENIX ZOO | ||||||||||||
| 455 N GALVIN PKWY | PHOENIX | AZ | 85008 | PUBLIC | GENERAL FUND | $2,500 | ||||||
| PORTLAND BOTANICAL GARDEN | ||||||||||||
| PO BOX 82288 | PORTLAND | OR | 97282 | PUBLIC | GENERAL FUND | $10,000 | ||||||
| INTERNATIONAL DARK SKY DISCOVERY CENTER | ||||||||||||
| 12240 N BARREL CACTUS WAY | FOUNTAIN HILLS | AZ | 85268 | PUBLIC | GENERAL FUND | $5,000 | ||||||
| 911 DAY | ||||||||||||
| 5151 CALIFORNIA AVE STE 100 | IRVINE | CA | 92617 | PUBLIC | GENERAL FUND | $5,000 | ||||||
| ARIZONA ALLIANCE FOR GOLF | ||||||||||||
| 7600 E REDFIELD RD STE 130 | SCOTTSDALE | AZ | 85260 | PUBLIC | GENERAL FUND | $15,000 | ||||||
| INTERNATIONAL DEBUTANTE BALL FOUNDATION | ||||||||||||
| 336 EAST 69TH STREET | NEW YORK | NY | 10021 | PUBLIC | GENERAL FUND | $1,000 | ||||||
| IRONWOOD PIG SANCTUARY | ||||||||||||
| 34656 E CRYSTAL VISIONS RD | MARANA | AZ | 85658 | PUBLIC | GENERAL FUND | $200 | ||||||
| NATIONAL QUARTERBACK CLUB CHARITIES | ||||||||||||
| PO BOX 45559 | PHOENIX | AZ | 85064 | PUBLIC | GENERAL FUND | $1,000 | ||||||
| ST VINCENT DE PAUL | ||||||||||||
| 420 W WATKINS RD | PHOENIX | AZ | 85003 | PUBLIC | GENERAL FUND | $500 | ||||||
| TEAMMATES FOR KIDS FOUNDATION | ||||||||||||
| PO BOX 13740 | DENVER | CO | 80201 | PUBLIC | GENERAL FUND | $2,500 | ||||||
| FOOD BANKS BC | ||||||||||||
| PUBLIC | GENERAL FUND | $1,000 | 12761 16 AVE STE 100 | SURREY | BRITISH COLUMBIA | CA | V4A 1N2 | |||||
| BLUE GAVEL SCHOLARSHIP FUND | ||||||||||||
| 700 14TH AVENUE SOUTH | NAPLES | FL | 34102 | PUBLIC | GENERAL FUND | $2,500 | ||||||
| THE COLLEGE OF WOOSTER | ||||||||||||
| 1101 N BEVER STREET | WOOSTER | OH | 44691 | PUBLIC | GENERAL FUND | $15,000 | ||||||
| NAPLES BOTANICAL GARDEN | ||||||||||||
| 4820 BAYSHORE DRIVE | NAPLES | FL | 34112 | PUBLIC | GENERAL FUND | $2,500 | ||||||
| THE BART & KAREN MOWRY CHARITABLE FUND | ||||||||||||
| PO BOX 9509 | WARWICK | RI | 02889 | PUBLIC | GENERAL FUND | $7,500 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,672,020 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHOENIX CHILDREN'S HOSPITAL FOUNDATION | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2929 E CAMELBACK RD 122 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PUBLIC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL FUND | GrantOrContributionPurposeTxt |
| Amt | $400,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $400,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $438,939 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,142,602 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,581,541 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,581,541 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | Yes (1) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MERIT CLUB | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | SEC. 501(C)(7) | OrganizationTypeDesc |
| Relationship Description | COMMON BOARD MEMBERS | RelationshipDescriptionTxt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt |
|---|---|---|---|---|---|---|---|---|
| NATIONAL HISTORIC FIRE FOUNDATION | ||||||||
| 6730 N SCOTTSDALE ROAD STE 250 | SCOTTSDALE | AZ | 85253 | 2021-01-01 | $150,000 | TO OFFSET 2021 OPERATING EXPENSES OF GRANTEE'S AND/OR THE GRANTEE'S ADMINISTRATION, AND FOR THE MUSEUM PURCHASE OF EQUIPMENT AND OTHER FACILITIES FOR USE IN CONNECTION WITH THE EXEMPT OPERATING FUNCTION OF GRANTEE AND ITS MUSEUM | NO PART OF GRANT HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSES | GRANTEE REPORTS IN 2022 ON USE OF 2021 FUNDS |
| GLOBE CORPORATION | ||||||||
| 6730 N SCOTTSDALE ROAD STE 250 | SCOTTSDALE | AZ | 85253 | 2021-01-01 | $24,970 | FOR GLOBE CORPORATION'S EMPLOYEE CONTRIBUTION MATCHING PROGRAM. GLOBE CORPORATION'S EMPLOYEES MAKE DONATIONS TO VARIOUS QUALIFIED CHARITIES AND THE FUNDS GIVEN TO GLOBE CORPORATION ARE USED TO DONATE THE MATCHING AMOUNT TO THE CHARITY | NO PART OF GRANT HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSES | GRANTEE REPORTS IN 2022 ON USE OF 2021 FUNDS |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS (DETAIL AVAILALBE UPON REQUEST) | BondNm |
| EOY Book Value | $7,301,964 | EOYBookValueAmt |
| EOYFMV | $7,089,560 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS (DETAIL AVAILABLE UPON REQUEST) | StockNm |
| EOY Book Value | $15,287,492 | EOYBookValueAmt |
| EOYFMV | $27,130,435 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ALTERNATIVE INVESTMENTS (DETAIL AVAILABLE UPON REQUEST) | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $2,255,682 | BookValueAmt |
| EOYFMV | $3,243,942 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NT ACCRUED DIVIDEND | $10,491 | $11,015 | $11,015 |
| BROKER RECEIVABLE | $66,964 | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AGENCY FEES | $58,520 | $58,520 | $0 |
| OTHER INVESTMENT FEES | $92,362 | $92,323 | $0 |
| OTHER EXPENSES | $135 | $81 | $54 |
| LESS BROKER FEES REPORTED ON NHFF (36-6111510) | -$14,687 | -$14,687 | $0 |
| OTHER EXPENSES | $0 | $17,840 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $0 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $442 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| PLEDGED CONTRIBUTIONS | $1,383,013 | $1,007,544 |
| BROKER PAYABLE | $677,938 | $21,863 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $67,262 | $0 | $0 |
| OTHER TAXES | $0 | $0 | $0 |
Comments