GURTZ FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- GURTZ FAMILY FOUNDATION (EIN 26-0173765)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-06-16
- IRS object ID
- 202121679349100412
- Schema version
- 2020v4.0
- 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 | 2021-06-16T12:04:06-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-06-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | FRANK L | PersonFirstNm |
| Person Last | GURTZ | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID COHEN | PreparerPersonNm |
| PTIN | P00187685 | PTIN |
| Phone | 8474709150 | PhoneNum |
| Preparation | 2021-06-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $8,811,120 | 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 |
| Dividends Rev And Expnss | $207,748 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $206,314 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $207,748 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $251,532 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,233,809 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $273 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $789,175 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $206,587 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $207,748 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $75,937 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $75,937 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $37,968 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,213 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,213 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $82,650 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $82,650 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $39,718 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $485,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $485,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $567,650 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $82,650 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $524,718 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $221,525 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $123,937 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $207,748 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $384,977 | CashBOYAmt |
| Cash EOY | $570,600 | CashEOYAmt |
| Cash EOYFMV | $570,600 | CashEOYFMVAmt |
| US Government Obligations BOY | $1,074,280 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $5,863,902 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,882,795 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,882,795 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,266,436 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,357,725 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,357,725 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $8,589,595 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,811,120 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,811,120 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $8,589,595 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,811,120 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,589,595 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,811,120 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,589,595 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,811,120 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,589,595 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $221,525 | ExcessRevenueOverExpensesAmt |
| Subtotal | $8,811,120 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,811,120 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $273 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,723 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,723 | SubtotalAmt |
| Tax Based On Investment Income | $1,723 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,600 | TotalPaymentsAndCreditsAmt |
| Tax Due | $123 | 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 | 2520 THORNGATE LANE | AddressLine1Txt |
| City | RIVERWOODS | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60015 | 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 | ||||||||
| 2520 THORNGATE LANE | RIVERWOODS | IL | 60015 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| TRACY A ROBINSON | ||||||||
| 2215 VISTA COURT | NORTHBROOK | IL | 60062 | 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 | $8,748,329 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $941,748 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,690,077 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $9,690,077 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $145,351 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,544,726 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $477,236 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $477,236 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,723 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,723 | TotalTaxAmt |
| Distributable Before Adj | $475,513 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $475,513 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $475,513 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $524,718 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $524,718 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $524,718 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $475,513 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $9,895 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $9,895 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $524,718 | QualifyingDistributionsAmt |
| Applied To Current Year | $475,513 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $49,205 | RemainingDistriFromCorpusAmt |
| Total Corpus | $59,100 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $59,100 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $9,895 | ExcessFromYear2Amt |
| Excess From Current Year | $49,205 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHICAGOLAND LAB RESCUE | |||||||
| 1954 FIRST STREET | SUITE 164 | HIGHLAND PARK | IL | 60035 | NONE | EXEMPT PURPOSE OPERATIONS | $7,500 |
| CITY OF HOPE | |||||||
| 20 N UPPER WACKER DRIVE | SUITE 1530 | CHICAGO | IL | 60606 | NONE | EXEMPT PURPOSE OPERATIONS | $50,000 |
| DANCERING WHILE CANCERING | |||||||
| PO BOX 13401 | CHICAGO | IL | 60613 | NONE | EXEMPT PURPOSE OPERATIONS | $30,000 | |
| FELDMAN FAMILY FOUNDATION | |||||||
| 1881 OAK AVENUE | EVANSTON | IL | 60201 | NONE | EXEMPT PURPOSE OPERATIONS | $2,500 | |
| HEARTLAND ANIMAL SHELTER | |||||||
| 1051 W STEARNS ROAD | BARTLETT | IL | 60103 | NONE | EXEMPT PURPOSE OPERATIONS | $20,000 | |
| JENNIFER LYNN SNYDER FOUNDATION | |||||||
| 1060 DONEGAL LANE | NORTHBROOK | IL | 60062 | NONE | EXEMPT PURPOSE OPERATIONS | $15,000 | |
| LNE ALEXA R WEISS FOUNDATION | |||||||
| 950 MARVELL LANE | HIGHLAND PARK | IL | 60035 | NONE | EXEMPT PURPOSE OPERATIONS | $10,000 | |
| MAKE-A-WISH FOUNDATION | |||||||
| 1702 EAST HIGHLAND AVENUE | SUITE 400 | PHOENIX | AZ | 85016 | NONE | EXEMPT PURPOSE OPERATIONS | $15,000 |
| NORTHWESTERN LAKE FOREST HOSPITAL | |||||||
| 1000 N WESTMORELAND ROAD | LAKE FOREST | IL | 60045 | NONE | EXEMPT PURPOSE OPERATIONS | $22,500 | |
| NORTHWESTERN MEMORIAL FOUNDATION | |||||||
| 541 N FAIRBANKS CT | SUITE 800 | CHICAGO | IL | 60611 | NONE | EXEMPT PURPOSE OPERATIONS | $75,000 |
| NORTHWESTERN MEMORIAL FOUNDATION | |||||||
| 541 N FAIRBANKS CT | SUITE 800 | CHICAGO | IL | 60611 | NONE | EXEMPT PURPOSE OPERATIONS | $52,500 |
| PAWS CHICAGO | |||||||
| 1997 N CLYBOURN AVENUE | CHICAGO | IL | 60614 | NONE | EXEMPT PURPOSE OPERATIONS | $15,945 | |
| RONALD MCDONALD HOUSE | |||||||
| 1301 W 22ND STREET | SUITE 905 | OAK BROOK | IL | 60523 | NONE | EXEMPT PURPOSE OPERATIONS | $25,000 |
| RORY DAVID DEUTCH FOUNDATION | |||||||
| 1151 HILLARY LANE | HIGHLAND PARK | IL | 60035 | NONE | EXEMPT PURPOSE OPERATIONS | $35,000 | |
| SOS CHILDREN'S VILLAGES | |||||||
| 216 W JACKSON BLVD | SUITE 925 | CHICAGO | IL | 60606 | NONE | EXEMPT PURPOSE OPERATIONS | $40,000 |
| ST JUDE HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | EXEMPT PURPOSE OPERATIONS | $35,000 | |
| THE ANTI-CRUELTY SOCIETY | |||||||
| 169 W GRAND AVENUE | CHICAGO | IL | 60654 | NONE | EXEMPT PURPOSE OPERATIONS | $9,055 | |
| ZACHARIAS CENTER | |||||||
| 4725 OLD GRAND AVENUE | GURNEE | IL | 60031 | NONE | EXEMPT PURPOSE OPERATIONS | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $485,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900001 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,434 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $206,314 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $273 | ExclusionAmt |
| Related Or Exempt Function Incm | $251,259 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED INCOME/LOSS | Desc |
| Exclusion | 18 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,434 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $206,587 | ExclusionAmt |
| Related Or Exempt Function Incm | $251,259 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $459,280 | 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 | $3,500 | Amt |
| Net Investment Income | $3,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,750 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (32 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|
| SHORT TERM COVERED TRANSACTIONS - ML | PURCHASE | $437,198 | $475,845 | -$38,647 | ||
| LONG TERM COVERED TRANSACTIONS - ML | PURCHASE | $3,339,387 | $3,294,665 | $44,722 | ||
| IBERDROLA SA, BILBAO - M.L. | PURCHASE | $8 | $8 | 2020-09 | 2020-09 | |
| SHORT TERM COVERED TRANSACTIONS - MS | PURCHASE | $965,306 | $858,529 | $106,777 | ||
| 26,034 SHARES OF ABERDEEN STND PHYS | PURCHASE | $468,855 | $444,110 | $24,745 | 2020-11 | |
| 21,000 SHARES FNMA POOL MA3692 3500 | PURCHASE | $9,443 | $9,366 | $77 | 2019-12 | 2020-11 |
| 22,000 SHARES FNMA MA3746 4000 | PURCHASE | $12,125 | $11,956 | $169 | 2019-12 | 2020-11 |
| 6,000 SHARES FNMA POO; MA3851 4500 | PURCHASE | $4,068 | $4,030 | $38 | 2019-12 | 2020-11 |
| LONG TERM COVERED TRANSACTIONS - MS | PURCHASE | $739,726 | $635,015 | $104,711 | ||
| 26,000 SHARES OF FHLMC 15G G16308 | PURCHASE | $12,666 | $12,627 | $39 | 2017-11 | 2020-11 |
| 6,000 SHARES OF FHLMC 30G G08737 | PURCHASE | $3,522 | $3,337 | $185 | 2018-01 | |
| 102,000 SHARES OF FHLMC 30G G08741 | PURCHASE | $61,881 | $59,858 | $2,023 | ||
| 1,000 SHARES OF FHLMC 30G G08785 | PURCHASE | $443 | $435 | $8 | 2018-09 | 2020-11 |
| 9,000 SHARES OF FHLMC 30G G08800 | PURCHASE | $4,362 | $4,210 | $152 | 2018-01 | 2020-11 |
| 2,000 SHARES OF FHLMC 30G G08817 | PURCHASE | $728 | $714 | $14 | 2018-06 | 2020-11 |
| 2,000 SHARES OF FNMA POOL MS2806 | PURCHASE | $1,159 | $1,078 | $81 | 2018-04 | 2020-11 |
| 122,000 SHARES OF FNMA POOL MA3058 | PURCHASE | $48,427 | $48,012 | $415 | 2020-11 | |
| 3,000 SHARES OF FNMA POOL MA3073 450 | PURCHASE | $1,158 | $1,146 | $12 | 2018-05 | 2020-11 |
| 150,000 SHARES OF FNMA POOL MA3182 | PURCHASE | $73,992 | $72,417 | $1,575 | 2017-11 | 2020-11 |
| 14,000 SHARES OF FNMA POOL MA3210 | PURCHASE | $7,401 | $7,033 | $368 | 2020-11 | |
| 2,000 SHARES OF FNMA POOL MA3275 300 | PURCHASE | $1,180 | $1,121 | $59 | 2018-09 | 2020-11 |
| 5,000 SHARES OF FNMA POOL MA3333 400 | PURCHASE | $2,150 | $2,098 | $52 | 2018-04 | 2020-11 |
| 5,000 SHARES OF FNMA POOL MA3384 400 | PURCHASE | $2,188 | $2,165 | $23 | 2020-11 | |
| 6,000 SHARES OF FNMA POOL MA3384 400 | PURCHASE | $2,219 | $2,190 | $29 | 2020-11 | |
| 3,000 SHARES OF FNMA POOL MA3444 450 | PURCHASE | $1,166 | $1,155 | $11 | 2020-11 | |
| 21,000 SHARES OF FNMA POOL MA3615 40 | PURCHASE | $7,083 | $6,966 | $117 | 2020-11 | |
| 8,000 SHARES OF FNMA POOL MA3637 350 | PURCHASE | $3,046 | $3,011 | $35 | 2019-04 | 2020-11 |
| 1,000 SHARES OF FNMA POOL MA3685 300 | PURCHASE | $491 | $491 | 2019-05 | 2020-11 | |
| 8,000 SHARES OF FNMA POOL MA3686 350 | PURCHASE | $3,511 | $3,453 | $58 | 2020-11 | |
| 2,000 SHARES OF FNMA POOL MA3692 350 | PURCHASE | $899 | $885 | $14 | 2019-07 | 2020-11 |
| 71 SHARES OF GALAPAGOS NV | PURCHASE | $8,573 | $9,658 | -$1,085 | 2020-11 | |
| 122 SHARES OF NEXTERA ENERGY | PURCHASE | $9,175 | $4,701 | $4,474 | 2017-10 | 2020-11 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $3,357,725 | EOYBookValueAmt |
| EOYFMV | $3,357,725 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MUTUAL FUNDS | $501,755 | $501,755 |
| EQUITIES | $4,381,040 | $4,381,040 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNT MAGANEMENT FEES | CategoryTxt |
| Amt | $75,937 | Amt |
| Net Investment Income | $75,937 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $37,968 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES - MERRILL LYNCH | $3,106 | $3,106 |
| FOREIGN TAXES - MORGAN STANLEY | $107 | $107 |
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