GURTZ FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- GURTZ FAMILY FOUNDATION (EIN 26-0173765)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-14
- IRS object ID
- 201811349349103906
- Schema version
- 2017v2.3
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-14T15:18:13-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 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 | 2018-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID COHEN | PreparerPersonNm |
| PTIN | P00187685 | PTIN |
| Phone | 8474709150 | PhoneNum |
| Preparation | 2018-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $8,753,090 | 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 | $5,433,595 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $72,993 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $67,802 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $72,993 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $239,803 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,204,573 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $239,803 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $3,813 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | -$8,379 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$8,379 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | -$8,379 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $5,738,012 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $299,226 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $68,427 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,990 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,495 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,495 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $13,242 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,242 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $507 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $507 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $4,664 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,664 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $21,403 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,908 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,495 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $245,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $245,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $266,403 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,908 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $246,495 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,471,609 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $279,318 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $68,427 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $355,429 | CashBOYAmt |
| Cash EOY | $778,899 | CashEOYAmt |
| Cash EOYFMV | $778,899 | CashEOYFMVAmt |
| US Government Obligations EOY | $983,864 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $984,628 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,074,330 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,658,352 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,818,770 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $698,773 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,179,026 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,170,793 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $3,128,532 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,600,141 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,753,090 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $3,128,532 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,600,141 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,128,532 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,600,141 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,128,532 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,600,141 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,128,532 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,471,609 | ExcessRevenueOverExpensesAmt |
| Subtotal | $8,600,141 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,600,141 | 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 |
|---|---|---|---|---|---|---|---|
| CALAMOS GROWTH | P | 2016-12-15 | 2017-10-25 | $8 | $7 | $1 | $1 |
| ML 695-02989 SHORT TERM COVERED | P | $245,627 | $241,815 | $3,812 | $3,812 | ||
| ML 695-02989 LONG TERM COVERED | P | $2,313,147 | $2,158,397 | $154,750 | $154,750 | ||
| ML 695-02989 LONG TERM NON COVERED | P | $582,168 | $564,551 | $17,617 | $17,617 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $239,803 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $3,813 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $95,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,128,532 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.030366 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $103,640 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,492,078 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.041588 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $91,983 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,110,452 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.043585 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $106,496 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,696,729 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.062765 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $45,100 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,205,386 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.037415 | DistributionYr5Rt |
| Total Distribution | 0.215719 | TotalDistributionRt |
| Average Distribution | 0.043144 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,567,770 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $240,216 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,793 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $243,009 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $246,495 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,793 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,793 | SubtotalAmt |
| Tax Based On Investment Income | $2,793 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,600 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,193 | 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 | Yes (true) | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 |
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 | 2.00 | $0 | $0 | $0 |
| TRACY A ROBINSON | ||||||||
| 2215 VISTA COURT | NORTHBROOK | IL | 60062 | DIRECTOR | 2.00 | $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 | $5,119,095 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $533,463 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,652,558 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $5,652,558 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $84,788 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,567,770 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $278,389 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $278,389 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,793 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,793 | TotalTaxAmt |
| Distributable Before Adj | $275,596 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $275,596 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $275,596 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $246,495 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $246,495 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,793 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $243,702 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $275,596 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $32,851 | UndistributedIncomePYAmt |
| Qualifying Distributions | $246,495 | QualifyingDistributionsAmt |
| Applied To Year1 | $32,851 | AppliedToYear1Amt |
| Applied To Current Year | $213,644 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $61,952 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ST JUDE HOSPITAL | ||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | EXEMPT PURPOSE OPERATIONS | $10,000 |
| JENNIFER LYNN SNYDER FOUNDATION | ||||||
| 205 AUTUMN RIVER RUN | PHILADELPHIA | PA | 19128 | NONE | EXEMPT PURPOSE OPERATIONS | $5,000 |
| B'NAI JEHOSHUA BETH ELOHIM | ||||||
| 1201 LAKE COOK ROAD | DEERFIELD | IL | 60015 | NONE | EXEMPT PURPOSE OPERATIONS | $105,000 |
| LURIE CHILDREN'S HOSPITAL | ||||||
| 225 E CHICAGO AVENUE | CHICAGO | IL | 60611 | NONE | EXEMPT PURPOSE OPERATIONS | $50,000 |
| NORTHWESTERN MEDICAL FOUNDATION | ||||||
| 675 NORTH ST CLAIR ST | CHICAGO | IL | 60611 | EXEMPT PURPOSE OPERATIONS | $75,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $245,000 | 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 | $5,191 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $67,802 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $239,803 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED INCOME/LOSS | Desc |
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$8,379 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $5,191 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $299,226 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $304,417 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| GURTZ CLAT | ||||||
| 1 | PO BOX 1501 NJ2-130-03-31 | PENNINGTON | NJ | 085341501 | $329,895 | Yes (X) |
| GURTZ CRT | ||||||
| 2 | PO BOX 1501 NJ2-130-03-31 | PENNINGTON | NJ | 085341501 | $5,103,700 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,990 | Amt |
| Net Investment Income | $1,495 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,495 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $1,179,026 | EOYBookValueAmt |
| EOYFMV | $1,170,793 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MUTUAL FUNDS | $967,659 | $953,838 |
| EQUITIES | $4,690,693 | $4,864,932 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $983,864 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $984,628 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| ILLINOIS CHARITY BUREAU | $100 | $100 |
| INVESTMENT ACCOUNT FEE | $150 | $150 |
| AMORTIZATION | $4,414 | $4,414 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED INCOME/LOSS | Desc |
| Revenue And Expenses Per Books | -$8,379 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$8,379 | NetInvestmentIncomeAmt |
| Adjusted Net Income | -$8,379 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNT MAGANEMENT FEES | CategoryTxt |
| Amt | $13,242 | Amt |
| Net Investment Income | $13,242 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $507 | Amt |
| Net Investment Income | $507 | NetInvestmentIncomeAmt |
Comments