BETA

GURTZ FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
GURTZ FAMILY FOUNDATION (EIN 26-0173765)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-10
IRS object ID
201931309349102663
Schema version
2018v3.1
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)
Return2019-05-10T15:50:12-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Begin2018-01-01TaxPeriodBeginDt

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
Signature2019-04-28SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID COHENPreparerPersonNm
PTINP00187685PTIN
Phone8474709150PhoneNum
Preparation2019-05-07PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address167.68.16.49IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-10IPDt
IP Tm15:50:12IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id47DC89AE433FDF5CB464A57D31CCF99CDCF29FE1AtSubmissionCreationDeviceId
At Submission Filing Device IdAFB5F2223C4B292A982AB18322EFE325887FE94DAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$8,547,595FMVAssetsEOYAmt
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$220,478DividendsRevAndExpnssAmt
Dividends Net Invst Incm$214,485DividendsNetInvstIncmAmt
Dividends Adj Net Incm$220,478DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$16,611NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,402,404GrossSalesPriceAmt
Other Income Rev And Expnss$22,861OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$22,861OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$22,861OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$556,623TotalRevAndExpnssAmt
Total Net Invst Incm$237,346TotalNetInvstIncmAmt
Total Adj Net Incm$243,339TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$8,450AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,225AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$4,225AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$73,203OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$73,203OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$27,266TaxesRevAndExpnssAmt
Taxes Net Invst Incm$27,266TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$250OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$250OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$109,169TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$104,944TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,225TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$500,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$500,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$609,169TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$104,944TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$504,225TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$52,546ExcessRevenueOverExpensesAmt
Net Investment Income$132,402NetInvestmentIncomeAmt
Adjusted Net Income$243,339AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$778,899CashBOYAmt
Cash EOY$495,121CashEOYAmt
Cash EOYFMV$495,121CashEOYFMVAmt
US Government Obligations BOY$983,864USGovernmentObligationsBOYAmt
US Government Obligations EOY$1,038,478USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,038,478USGovtObligationsEOYFMVAmt
Corporate Stock BOY$5,658,352CorporateStockBOYAmt
Corporate Stock EOY$5,802,506CorporateStockEOYAmt
Corporate Stock EOYFMV$5,802,506CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,179,026CorporateBondsBOYAmt
Corporate Bonds EOY$1,211,490CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,211,490CorporateBondsEOYFMVAmt
Total Assets BOY$8,600,141TotalAssetsBOYAmt
Total Assets EOY$8,547,595TotalAssetsEOYAmt
Total Assets EOYFMV$8,547,595TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$8,600,141RetainedEarningBOYAmt
Retained Earning EOY$8,547,595RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$8,600,141TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$8,547,595TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$8,600,141TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$8,547,595TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$8,600,141TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$52,546ExcessRevenueOverExpensesAmt
Subtotal$8,547,595SubtotalAmt
Tot Net Ast Or Fund Balances EOY$8,547,595TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SHORT TERM COVERED TRANSACTIONSP$1,080,901$1,094,833-$13,932-$13,932
LONG TERM COVERED TRANSACTIONSP$309,151$311,867-$2,716-$2,716
FieldValueIRS element (for citing)
Capital Gain Net Income-$16,409CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$243,702AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$5,567,770NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.043770DistributionYr1Rt
Adjusted Qlfy Distri Yr2$95,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$3,128,532NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.030366DistributionYr2Rt
Adjusted Qlfy Distri Yr3$103,640AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,492,078NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.041588DistributionYr3Rt
Adjusted Qlfy Distri Yr4$91,983AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,110,452NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.043585DistributionYr4Rt
Adjusted Qlfy Distri Yr5$106,496AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,696,729NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.062765DistributionYr5Rt
Total Distribution0.222074TotalDistributionRt
Average Distribution0.044415AverageDistributionRt
Net Vl Noncharitable Assets$8,597,365NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$381,852AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,324NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$383,176AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$504,225QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,324InvestmentIncomeExciseTaxAmt
Subtotal$1,324SubtotalAmt
Tax Based On Investment Income$1,324TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,800EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,800TotalPaymentsAndCreditsAmt
Overpayment$1,476OverpaymentAmt
Applied To ES Tax$1,476AppliedToESTaxAmt

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 RqrYes (true)ComplyWithPublicInspRqrInd
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
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
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$8,117,302AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$610,987AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$8,728,289TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$8,728,289AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$130,924CashDeemedCharitableAmt
Net Vl Noncharitable Assets$8,597,365NetVlNoncharitableAssetsAmt
Minimum Investment Return$429,868MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$429,868MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,324TaxBasedOnInvestmentIncomeAmt
Total Tax$1,324TotalTaxAmt
Distributable Before Adj$428,544DistributableBeforeAdjAmt
Distributable Before Ded$428,544DistributableBeforeDedAmt
Distributable As Adjusted$428,544DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$504,225ExpensesAndContributionsAmt
Qualifying Distributions$504,225QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,324PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$502,901AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$428,544DistributableAsAdjustedAmt
Undistributed Income PY$61,952UndistributedIncomePYAmt
Qualifying Distributions$504,225QualifyingDistributionsAmt
Applied To Year1$61,952AppliedToYear1Amt
Applied To Current Year$428,544AppliedToCurrentYearAmt
Remaining Distri From Corpus$13,729RemainingDistriFromCorpusAmt
Total Corpus$13,729TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$13,729ExcessDistriCyovToNextYrAmt
Excess From Current Year$13,729ExcessFromCurrentYearAmt

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
THE CLAYCO FOUNDATION
35 E WACKER DRIVECHICAGOIL60601NONEEXEMPT PURPOSE OPERATIONS$10,000SUITE 1300
ZCENTER
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$50,000
JENNIFER LYNN SNYDER FOUNDATION
1060 DONEGAL LANENORTHBROOKIL60062NONEEXEMPT PURPOSE OPERATIONS$20,000
RONALD MCDONALD HOUSE
1301 W 22ND STREETOAK BROOKIL60523NONEEXEMPT PURPOSE OPERATIONS$50,000SUITE 905
LEUKEMIA & LYMPHOMA SOCIETY
PO BOX 98016WASHINGTONDC20090NONEEXEMPT PURPOSE OPERATIONS$10,000
RORY DAVID DEUTCH FOUNDATION
1151 HILLARY LANEHIGHLAND PARKIL60035NONEEXEMPT PURPOSE OPERATIONS$30,000
LNE ALEXA R WEISS FOUNDATION
950 MARVELL LANEHIGHLAND PARKIL60035NONEEXEMPT PURPOSE OPERATIONS$35,000
PAWS CHICAGO
1997 N CLYBOURN AVENUECHICAGOIL60614NONEEXEMPT PURPOSE OPERATIONS$15,000
FELDMAN FAMILY FOUNDATION
1881 OAK AVENUEEVANSTONIL60201NONEEXEMPT PURPOSE OPERATIONS$20,000
NCH FOUNDATION
3040 W SALT CREEK LANEARLINGTON HEIGHTSIL60005NONEEXEMPT PURPOSE OPERATIONS$25,000
NORTHWESTERN MEMORIAL FOUNDATION
541 N FAIRBANKS COURTCHICAGOIL60611NONEEXEMPT PURPOSE OPERATIONS$15,000SUITE 500
TURNER CONSTRUCTION COMP FNDN
55 E MONROE STREETCHICAGOIL60603NONEEXEMPT PURPOSE OPERATIONS$10,000SUITE 1430
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$500,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Business900001BusinessCd
Unrelated Business Taxbl Incm$5,993UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd
Exclusion$214,485ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$239ExclusionAmt
Related Or Exempt Function Incm-$16,850RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescDEFERRED INCOME/LOSSDesc
Exclusion18ExclusionCd
Exclusion$22,861ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$5,993UnrelatedBusinessTaxblIncmAmt
Exclusion$237,585ExclusionAmt
Related Or Exempt Function Incm-$16,850RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$226,728TotalIncomeProducingActyAmt

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$8,450Amt
Net Investment Income$4,225NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,225DisbursementsCharitablePrpsAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
Asset12,000 ABBOTT LABORATORIESAssetDesc
Acquired2017-11AcquiredDt
How AcquiredPURCHASEHowAcquiredTxt
Sold2018-10SoldDt
Gross Sales Price$12,113GrossSalesPriceAmt
Basis$12,315BasisAmt
Total Net-$202TotalNetAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$1,211,490EOYBookValueAmt
EOYFMV$1,211,490EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDS$1,032,182$1,032,182
EQUITIES$4,770,324$4,770,324

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$1,038,478USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$1,038,478USGovtObligationsEOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
ILLINOIS CHARITY BUREAU$100$100
INVESTMENT ACCOUNT FEE$150$150
AMORTIZATION

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescDEFERRED INCOME/LOSSDesc
Revenue And Expenses Per Books$22,861RevenueAndExpensesPerBooksAmt
Net Investment Income$22,861NetInvestmentIncomeAmt
Adjusted Net Income$22,861AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNT MAGANEMENT FEESCategoryTxt
Amt$73,203Amt
Net Investment Income$73,203NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$27,266Amt
Net Investment Income$27,266NetInvestmentIncomeAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.