BETA

GURTZ FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
GURTZ FAMILY FOUNDATION (EIN 26-0173765)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-06-17
IRS object ID
202041699349100919
Schema version
2019v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-06-17T14:53:29-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN363886265PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COHEN ACCOUNTING & TAX SERVICE INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15225 OLD ORCHARD RD STE 40AddressLine1Txt
CitySKOKIECityNm
State AbbreviationILStateAbbreviationCd
ZIP60077ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN260173765EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GURTZ FAMILY FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O GURTZ ELECTRIC COMPANYBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlGURTBusinessNameControlTxt
Phone8477342400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line177 WEST SEEGERSAddressLine1Txt
CityARLINGTON HEIGHTSCityNm
State AbbreviationILStateAbbreviationCd
ZIP60005ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonFRANK L GURTZPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8477342400PhoneNum
Signature2020-06-07SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID COHENPreparerPersonNm
PTINP00187685PTIN
Phone8474709150PhoneNum
Preparation2020-06-15PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address52.38.98.93IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-06-17IPDt
IP Tm14:53:29IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdCCCA9011C19B24D830D07A6325CD33DBF1792E80AtSubmissionCreationDeviceId
At Submission Filing Device Id2DDB3945186A5A1D7E61B6B855AF085790A4EC9AAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$8,589,595FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$329,895ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$240,159DividendsRevAndExpnssAmt
Dividends Net Invst Incm$238,278DividendsNetInvstIncmAmt
Dividends Adj Net Incm$240,159DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$3,620NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,191,761GrossSalesPriceAmt
Total Rev And Expnss$573,674TotalRevAndExpnssAmt
Total Net Invst Incm$238,278TotalNetInvstIncmAmt
Total Adj Net Incm$240,159TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$3,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,500AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,750AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$77,676OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$77,676OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$4,348TaxesRevAndExpnssAmt
Taxes Net Invst Incm$4,348TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$150OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$150OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$85,674TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$85,674TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,750TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$446,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$446,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$531,674TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$85,674TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$447,750TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$42,000ExcessRevenueOverExpensesAmt
Net Investment Income$152,604NetInvestmentIncomeAmt
Adjusted Net Income$240,159AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$495,121CashBOYAmt
Cash EOY$384,977CashEOYAmt
Cash EOYFMV$384,977CashEOYFMVAmt
US Government Obligations BOY$1,038,478USGovernmentObligationsBOYAmt
US Government Obligations EOY$1,074,280USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,074,280USGovtObligationsEOYFMVAmt
Corporate Stock BOY$5,802,506CorporateStockBOYAmt
Corporate Stock EOY$5,863,902CorporateStockEOYAmt
Corporate Stock EOYFMV$5,863,902CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,211,490CorporateBondsBOYAmt
Corporate Bonds EOY$1,266,436CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,266,436CorporateBondsEOYFMVAmt
Total Assets BOY$8,547,595TotalAssetsBOYAmt
Total Assets EOY$8,589,595TotalAssetsEOYAmt
Total Assets EOYFMV$8,589,595TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$8,547,595RetainedEarningBOYAmt
Retained Earning EOY$8,589,595RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$8,547,595TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$8,589,595TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$8,547,595TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$8,589,595TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$8,547,595TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$42,000ExcessRevenueOverExpensesAmt
Subtotal$8,589,595SubtotalAmt
Tot Net Ast Or Fund Balances EOY$8,589,595TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertySHORT TERM COVERED TRANSACTIONSPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$75,442GrossSalesPriceAmt
Cost Or Other Basis$79,056CostOrOtherBasisAmt
Gain Or Loss-$3,614GainOrLossAmt
Gains Minus Excess Or Losses-$3,614GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$3,418CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$502,901AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$8,597,365NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.058495DistributionYr1Rt
Adjusted Qlfy Distri Yr2$243,702AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$5,567,770NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.043770DistributionYr2Rt
Adjusted Qlfy Distri Yr3$95,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$3,128,532NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.030366DistributionYr3Rt
Adjusted Qlfy Distri Yr4$103,640AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,492,078NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.041588DistributionYr4Rt
Adjusted Qlfy Distri Yr5$91,983AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,110,452NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.043585DistributionYr5Rt
Total Distribution0.217804TotalDistributionRt
Average Distribution0.043561AverageDistributionRt
Net Vl Noncharitable Assets$9,062,190NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$394,758AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,526NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$396,284AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$447,750QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,526InvestmentIncomeExciseTaxAmt
Subtotal$1,526SubtotalAmt
Tax Based On Investment Income$1,526TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,476EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,476TotalPaymentsAndCreditsAmt
Tax Due$50TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrfalseComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksFRANK L GURTZIndividualWithBooksNm
Phone8477342400PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12520 THORNGATE LANEAddressLine1Txt
CityRIVERWOODSCityNm
State AbbreviationILStateAbbreviationCd
ZIP60015ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
FRANK L GURTZ
2520 THORNGATE LANERIVERWOODSIL60015PRESIDENT000.00$0$0$0
TRACY A ROBINSON
2215 VISTA COURTNORTHBROOKIL60062DIRECTOR000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$8,700,509AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$499,684AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$9,200,193TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$9,200,193AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$138,003CashDeemedCharitableAmt
Net Vl Noncharitable Assets$9,062,190NetVlNoncharitableAssetsAmt
Minimum Investment Return$453,110MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$453,110MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,526TaxBasedOnInvestmentIncomeAmt
Total Tax$1,526TotalTaxAmt
Distributable Before Adj$451,584DistributableBeforeAdjAmt
Distributable Before Ded$451,584DistributableBeforeDedAmt
Distributable As Adjusted$451,584DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$447,750ExpensesAndContributionsAmt
Qualifying Distributions$447,750QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,526PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$446,224AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$451,584DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$13,729ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$13,729TotalExcessDistributionCyovAmt
Qualifying Distributions$447,750QualifyingDistributionsAmt
Applied To Current Year$447,750AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$3,834ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$3,834ExcessDistributionCyovAppCYAmt
Total Corpus$9,895TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$9,895ExcessDistriCyovToNextYrAmt
Excess From Year1$9,895ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
HEARTLAND ANIMAL SHELTER
1051 W STEARNS ROADBARTLETTIL60103NONEEXEMPT PURPOSE OPERATIONS$20,000
CITY OF HOPE
20 N UPPER WACKER DRIVECHICAGOIL60606NONEEXEMPT PURPOSE OPERATIONS$50,000SUITE 1530
ROFEH CHOLIM CANCER SOCIETY
762 BEDFORD AVENUEBROOKLYNNY11205NONEEXEMPT PURPOSE OPERATIONS$25,000
ZACHARIAS CENTER
4725 OLD GRAND AVENUEGURNEEIL60031NONEEXEMPT PURPOSE OPERATIONS$25,000
SOS CHILDREN'S VILLAGES
216 W JACKSON BLVDCHICAGOIL60606NONEEXEMPT PURPOSE OPERATIONS$40,000SUITE 925
NORTHWESTERN LAKE FOREST HOSPITAL
1000 N WESTMORELAND ROADLAKE FORESTIL60045NONEEXEMPT PURPOSE OPERATIONS$75,000
ST JUDE HOSPITAL
501 ST JUDE PLACEMEMPHISTN38105NONEEXEMPT PURPOSE OPERATIONS$35,000
JENNIFER LYNN SNYDER FOUNDATION
1060 DONEGAL LANENORTHBROOKIL60062NONEEXEMPT PURPOSE OPERATIONS$12,000
RONALD MCDONALD HOUSE
1301 W 22ND STREETOAK BROOKIL60523NONEEXEMPT PURPOSE OPERATIONS$25,000SUITE 905
DANCERING WHILE CANCERING
PO BOX 13401CHICAGOIL60613NONEEXEMPT PURPOSE OPERATIONS$25,000
RORY DAVID DEUTCH FOUNDATION
1151 HILLARY LANEHIGHLAND PARKIL60035NONEEXEMPT PURPOSE OPERATIONS$30,000
LNE ALEXA R WEISS FOUNDATION
950 MARVELL LANEHIGHLAND PARKIL60035NONEEXEMPT PURPOSE OPERATIONS$25,000
PAWS CHICAGO
1997 N CLYBOURN AVENUECHICAGOIL60614NONEEXEMPT PURPOSE OPERATIONS$15,945
FELDMAN FAMILY FOUNDATION
1881 OAK AVENUEEVANSTONIL60201NONEEXEMPT PURPOSE OPERATIONS$25,000
MAKE-A-WISH FOUNDATION
1702 EAST HIGHLAND AVENUEPHOENIXAZ85016NONEEXEMPT PURPOSE OPERATIONS$5,000SUITE 400
THE ANTI-CRUELTY SOCIETY
169 W GRAND AVENUECHICAGOIL60654NONEEXEMPT PURPOSE OPERATIONS$3,055
TURNER CONSTRUCTION COMP FNDN
55 E MONROE STREETCHICAGOIL60603NONEEXEMPT PURPOSE OPERATIONS$10,000SUITE 1430
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$446,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Business900001BusinessCd
Unrelated Business Taxbl Incm$1,881UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd
Exclusion$238,278ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$196ExclusionAmt
Related Or Exempt Function Incm$3,424RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescDEFERRED INCOME/LOSSDesc
Exclusion18ExclusionCd

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$1,881UnrelatedBusinessTaxblIncmAmt
Exclusion$238,474ExclusionAmt
Related Or Exempt Function Incm$3,424RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$243,779TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonGURTZ CLATContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1501 NJ2-130-03-31AddressLine1Txt
CityPENNINGTONCityNm
State AbbreviationNJStateAbbreviationCd
ZIP085341501ZIPCd
FieldValueIRS element (for citing)
Total Contributions$329,895TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,500Amt
Net Investment Income$3,500NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,750DisbursementsCharitablePrpsAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
568 SHARES OF PRUDENTIAL PLC2019-11PURCHASE2019-11$2,958$2,958
1,845 SHARES OF UBS GROUP2019-05PURCHASE2019-05$1,268$1,268
LONG TERM COVERED TRANSACTIONSPURCHASE$1,111,879$1,104,859$7,020
CORTEVA INC2019-06PURCHASE2019-06$18$18

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$1,266,436EOYBookValueAmt
EOYFMV$1,266,436EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDS$1,085,376$1,085,376
EQUITIES$4,778,526$4,778,526

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$1,074,280USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$1,074,280USGovtObligationsEOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
INVESTMENT ACCOUNT FEE$150$150

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNT MAGANEMENT FEESCategoryTxt
Amt$77,676Amt
Net Investment Income$77,676NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$4,348Amt
Net Investment Income$4,348NetInvestmentIncomeAmt

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