2018-05-14T11:39:53-05:00 2017-12-31 361137200 GLOBE CORPORATION 6730 N SCOTTSDALE ROAD STE 250 SCOTTSDALE AZ 85253 990PF 2017-01-01 366054050 GLOBE FOUNDATION GLOB 4809910500 6730 N SCOTTSDALE ROAD NO 250 SCOTTSDALE AZ 852534416 MICHAEL J OLSEN TREASURER 4809910500 2018-05-14 1 FARRAH H WHITWORTH P01082329 4809910500 2017 2022-09-23 18:48:47Z X 30439282 X 0 X 492821 489389 3550741 14102622 3520987 4043562 4010376 0 0 0 51736 0 0 85786 85760 26 137522 85760 26 2876518 2011870 3014040 85760 2011896 1029522 3924616 11360 140709 140709 321493 381987 381987 13038412 14505495 19589640 7144687 7269244 7024376 1634447 1746846 2356125 19323 32824 946445 22169722 24077105 30439282 6240 14528 1405512 2275085 1411752 2289613 X 19206497 19206497 0 0 1551473 2580995 20757970 21787492 22169722 24077105 20757970 1029522 0 21787492 0 21787492 PUBLICLY TRADED SECURITIES P 2017-01-01 2017-12-31 3698507 3461404 237103 237103 (AVAILABLE UPON REQUEST) P 0 0 PUBLICLY TRADED SECURITIES P 2016-12-31 2017-12-31 10404115 7120231 3283884 3283884 (AVAILABLE UPON REQUEST) P 0 0 3520987 0 1771968 25514321 0.069450 1856986 27300436 0.068020 1914967 28736546 0.066639 1947721 27079382 0.071926 1847379 25197875 0.073315 0.349350 0.069870 28196790 1970110 39246 2009356 2011896 X 39246 0 39246 0 39246 49800 0 0 49800 X 0 10554 10554 0 0 0 0 0 0 0 0 0 0 0 1 1 AZ IL 1 0 0 0 0 1 N/A FOUNDATION CO GEORGE GETZ 4809910500 6730 N SCOTTSDALE ROAD STE 250 SCOTTSDALE AZ 85253 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 BERT A GETZ 6335 WEST STATE ROUTE 120 LIBERTYVILLE IL 60048 PRESIDENT/DIRECTOR 0.00 0 0 0 LYNN GETZ-SCHMIDT 2437 NW OVERTON STREET PORTLAND OR 97210 VICE 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 JAMES L JOHNSON 177 W BOLERO DRIVE TEMPE AZ 85284 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 NONE 0 NONE 0 0 27607540 1018643 0 28626183 0 0 28626183 429393 28196790 1409840 1409840 39246 39246 1370594 0 1370594 0 1370594 2011896 0 2011896 39246 1972650 1370594 0 0 604879 650976 546756 517500 518088 2838199 2011896 0 0 0 1370594 641302 0 0 3479501 0 0 0 0 0 0 604879 2874622 650976 546756 517500 518088 641302 BERT A GETZ X ALL SAINTS EPISCOPAL CHURCH 6300 N CENTRAL AVE PHOENIX AZ 85015 PUBLIC GENERAL FUND 1000 AMERICAN RED CROSS- METZ FUND 2200 WEST HARRISON STREET CHICAGO IL 60612 PUBLIC GENERAL FUND 7500 ARIZONA HUMANE SOCIETY 1521 W DOBBINS ROAD PHOENIX AZ 85041 PUBLIC GENERAL FUND 5000 ARIZONA STATE UNIVERSITY PO BOX 2260 TEMPE AZ 852802260 PUBLIC GENERAL FUND 7000 ARTEMIS INSTITUTE 3556 BEAR CANYON ROAD BOZEMAN MT 59715 PUBLIC GENERAL FUND 90000 AVON OLD FARMS 500 OLD FARMS ROAD AVON CT 06001 PUBLIC GENERAL FUND 1000 BARROW NEUROLOGICAL FOUNDATION 350 W THOMAS ROAD PHOENIX AZ 85013 PUBLIC GENERAL FUND 1000 BISHOP MANOGUE CATHOLIC HIGH SCHOOL 110 BISHOP MANOGUE DR RENO NV 89511 PUBLIC GENERAL FUND 5000 BOY SCOUTS OF AMERICA - METZ FUND 1218 W ADAMS ST CHICAGO IL 60607 PUBLIC GENERAL FUND 7500 BROPHY COLLEGE PREPARATORY 4701 N CENTRAL AVE PHOENIX AZ 85012 PUBLIC GENERAL FUND 5000 CHICAGO HOPE ACADEMY - METZ FUND 2189 W BOWLER ST CHICAGO IL 60612 PUBLIC GENERAL FUND 7500 CHICAGO LIGHTHOUSE FOR THE BLIND - METZ FUND 1850 W ROOSEVELT RD CHICAGO IL 60608 PUBLIC GENERAL FUND 7500 CHICAGO ZOOLOGICAL SOCIETY BROOKFIELD ZOO BROOKFIELD IL 60513 PUBLIC ENDOWMENT FUND 36000 COMMONWEAL PO BOX 316 BOLINAS CA 94924 PUBLIC GENERAL FUND 150000 EVANS SCHOLAR FOUNDATION ONE BRIAR ROAD GOLF IL 60029 PUBLIC GENERAL FUND 10000 GEORGE WASHINGTON'S FEDRICKSBURG FOUNDATION 1201 WASHINGTON AVENUE FREDERICKSBURG VA 22401 PUBLIC GENERAL FUND 5000 GLOBE CORP EMPLOYEE MATCHING GIFTS - DETAILS AVAILABLE UPON REQUEST 6730 N SCOTTSDALE ROAD STE 250 SCOTTSDALE AZ 85253 PUBLIC GENERAL FUND 24120 HADLEY SCHOOL FOR THE BLIND - METZ FUND 700 ELM ST WINNETKA IL 60093 PUBLIC GENERAL FUND 7500 HEARTLAND ALLIANCE - METZ FUND 208 S LASALLE ST 1818 CHICAGO IL 60604 PUBLIC GENERAL FUND 7500 HOPE COLLEGE 141 E 12TH STREET HOLLAND MI 49422 PUBLIC GENERAL FUND 1000 INFANT WELFARE SOCIETY - METZ FUND 3600 W FULLERTON AVE CHICAGO IL 60647 PUBLIC GENERAL FUND 7500 JDRF 1 N LASALLE ST STE 1200 CHICAGO IL 60602 PUBLIC GENERAL FUND 500 JUNIOR GOLF ASSOCIATION OF ARIZONA 10888 N 19TH AVENUE PHOENIX AZ 85029 PUBLIC GENERAL FUND 2000 LAKE GEORGE LAND CONSERVANCY 4905 LAKE SHORE DRIVE BOLTON LANDING NY 12814 PUBLIC GENERAL FUND 1000 LAWRENCEVILLE SCHOOL PO BOX 6125 LAWRENCEVILLE NJ 08648 PUBLIC GENERAL FUND 35000 LOYOLA ACADEMY 1100 LARAMIE AVENUE WILMETTE IL 60091 PUBLIC GENERAL FUND 1000 MARYVILLE ACADEMY 1150 N RIVER ROAD DES PLAINES IL 60016 PUBLIC GENERAL FUND 5000 MAYO CLINIC 13400 EAST SHEA BOULEVARD SCOTTSDALE AZ 85259 PUBLIC GENERAL FUND 200500 NATIONAL HISTORICAL FIRE FOUNDATION 6730 N SCOTTSDALE ROAD STE 250 SCOTTSDALE AZ 85253 PRIVATE OPERATING NEEDS 553000 NAVY SEAL FOUNDATION 1619 D STREET VIRGINIA BEACH VA 23459 PUBLIC GENERAL FUND 2500 NORTH SHORE COUNTRY DAY SCHOOL 310 GREEN BAY ROAD WINNETKA IL 60093 PUBLIC GENERAL FUND 131000 NORTHWESTERN MEMORIAL FOUNDATION - ALUMNAE CONTINUING EDUCATION - 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MEDICAL ALUMNI FUND - METZ FUND 1427 EAST 60TH STREET SUITE 120 CHICAGO IL 60637 PUBLIC GENERAL FUND 7500 UNIVERSITY OF MISSISSIPPI 406 UNIVERSITY AVENUE OXFORD MS 38655 PUBLIC GENERAL FUND 12500 UNIVERSITY OF SOUTHER CALIFORNIA USC CAMPUS - UNIVERSITY ADVANCEMENT LOS ANGELES CA 90089 PUBLIC GENERAL FUND 170000 VALLEY YOUTH THEATER 807 N THIRD STREET PHOENIX AZ 85004 PUBLIC GENERAL FUNDGENERAL FUNDGENERAL FUND 2500 THE CHALICE OF REPOSE PROJECT PO BOX 169 MT ANGEL OR 97362 PUBLIC GENERAL FUND 25000 564 PARK AVENUE PRESERVATION FOUNDATION 564 PARK AVENUE NEW YORK NY 10065 PUBLIC GENERAL FUND 5000 THE JOSSELYN CENTER 405 CENTRAL AVENUE NORTHFIELD IL 60093 PUBLIC GENERAL FUND 1000 SOUTHEWESTERN GOLF ASSOCIATION 10550 E DESERT HILLS DR SCOTTSDALE AZ 85262 PUBLIC GENERAL FUND 2500 SCOTTSDALE CHARROS 10533 E LAKEVIEW DR SCOTTSDALE AZ 85258 PUBLIC GENERAL FUND 5000 SANDRA DAY OCONNOR INSTITUTE 111 EAST TAYLOR STREET PHOENIX AZ 85004 PUBLIC GENERAL FUND 5000 EMPOWER COLLEGE PREP 2411 W COLTER ST PHOENIX AZ 85015 PUBLIC GENERAL FUND 5000 CHICAGO CHILDREN'S MUSEUM 700 EAST GRAND AVENUE CHICAGO IL 60611 PUBLIC GENERAL FUND 50000 UNIVERSITY OF MICHIGAN 3003 SOUTH STATE STREET ANN ARBOR MI 48109 PUBLIC GENERAL FUND 100000 COMMUNITY FOUNDATION OF WESTERN NORTH CAROLINA 4 VANDERBILT PARK DRIVE ASHEVILLE NC 28803 PUBLIC GENERAL FUND 3750 NORTHWESTERN MEMORIAL HOSPITAL 251 E HURON STREET CHICAGO IL 60611 PUBLIC GENERAL FUND 60000 2011870 NORTHWEST ACADEMY 1130 SW MAIN STREET PORTLAND OR 97205 PUBLIC GENERAL FUND 75000 JEWISH CHILD AND FAMILY SERVICES 216 W JACKSON BLVD CHICAGO IL 60606 PUBLIC GENERAL FUND 500000 LAWRENCEVILLE SCHOOL PO BOX 6125 LAWRENCEVILLE NJ 08648 PUBLIC GENERAL FUND 750000 MARYVILLE CENTER FOR CHILDREN 4015 N OAK PARK AVE CHICAGO IL 60634 PUBLIC GENERAL FUND 350000 1675000 14 492821 18 3550741 0 4043562 0 4043562 0 0 0 0 0 0 0 0 0 1 MERIT CLUB SEC. 501(C)(7) COMMON BOARD MEMBERS NATIONAL HISTORIC FIRE FOUNDATION 6730 N SCOTTSDALE ROAD STE 250 SCOTTSDALE AZ 85253 2016-12-31 350000 TO OFFSET 2016 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 2017 ON USE OF 2016 FUNDS GLOBE CORPORATION 6730 N SCOTTSDALE ROAD STE 250 SCOTTSDALE AZ 85253 2016-12-31 27760 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 2017 ON USE OF 2016 FUNDS CORPORATE BONDS (DETAIL AVAILALBE UPON REQUEST) 7269244 7024376 INVESTMENTS (DETAIL AVAILABLE UPON REQUEST) 14505495 19589640 ALTERNATIVE INVESTMENTS (DETAIL AVAILABLE UPON REQUEST) AT COST 1746846 2356125 NT ACCRUED DIVIDEND 26633 18457 18457 NT ACCRUED INT -7310 -6956 -6956 RESIDENCE (REMAINDER INTEREST) 913621 BROKER RECEIVABLE 0 21323 21323 AGENCY FEES 27143 27143 0 OTHER INVESTMENT FEES 70813 70813 0 OTHER EXPENSES 65 39 26 LESS BROKER FEES REPORTED ON NHFF (36-6111510) -12235 -12235 0 PLEDGED CONTRIBUTIONS 1405512 2270160 BROKER PAYABLE 0 4925 FEDERAL TAXES 51736 0 0