GLOBE FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- GLOBE FOUNDATION (EIN 36-6054050)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-10
- IRS object ID
- 201701309349101155
- Schema version
- 2016v3.0
- 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
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-10T13:58:20-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 361137200 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GLOBE CORPORATION | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6730 N SCOTTSDALE ROAD STE 250 | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85253 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 366054050 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GLOBE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GLOB | BusinessNameControlTxt |
| Phone | 4809910500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6730 N SCOTTSDALE ROAD NO 250 | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 852534416 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL J OLSEN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4809910500 | PhoneNum |
| Signature | 2017-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN GALLAGHER | PreparerPersonNm |
| PTIN | P00244829 | PTIN |
| Phone | 4809910500 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.34.78.74 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-10 | IPDt |
| IP Tm | 13:58:07 | IPTm |
| IP Timezone | US | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0E2E1AC81D07308632088786D89C555B853A236E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0E2E1AC81D07308632088786D89C555B853A236E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $27,429,882 | 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 | $834,948 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $354,338 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $352,540 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $771,079 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,452,271 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $800,833 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,960,365 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,153,373 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,350 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $61,636 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $61,622 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $14 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $67,986 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $61,622 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,097,440 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,782,872 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,165,426 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $61,622 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,782,886 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$205,061 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,091,751 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,619 | CashBOYAmt |
| Cash EOY | $11,360 | CashEOYAmt |
| Cash EOYFMV | $11,360 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $767,671 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $321,493 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $321,493 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $11,862,474 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,038,412 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $17,165,394 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,070,434 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,144,687 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,674,660 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,347,014 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,634,447 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,396,026 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $9,531 | OtherAssetsBOYAmt |
| Other Assets EOY | $19,323 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $860,949 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $22,059,743 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,169,722 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $27,429,882 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $5,768 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $6,240 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $1,090,944 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,405,512 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,096,712 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,411,752 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $19,206,497 | CapitalStockBOYAmt |
| Capital Stock EOY | $19,206,497 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,756,534 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,551,473 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $20,963,031 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $20,757,970 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $22,059,743 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $22,169,722 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $20,963,031 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$205,061 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $20,757,970 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $20,757,970 | 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 |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIEIS | P | 2016-01-01 | 2016-12-31 | $973,922 | $950,413 | $23,509 | $23,509 |
| (AVAILABLE UPON REQUEST) | P | $0 | $0 | ||||
| PUBLICLY TRADED SECURITIEIS | P | 2015-12-31 | 2016-12-31 | $2,478,349 | $1,701,025 | $777,324 | $777,324 |
| (AVAILABLE UPON REQUEST) | P | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $800,833 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,856,986 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $27,300,436 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.068020 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,914,967 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $28,736,546 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.066639 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,947,721 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $27,079,382 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.071926 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,847,379 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $25,197,875 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.073315 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,699,151 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $26,215,089 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.064816 | DistributionYr5Rt |
| Total Distribution | 0.344716 | TotalDistributionRt |
| Average Distribution | 0.068943 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $25,514,321 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,759,034 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $10,918 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,769,952 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,782,886 | 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 | $10,918 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,918 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,918 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,982 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $8,982 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $1,936 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AZ | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | FOUNDATION CO GEORGE GETZ | IndividualWithBooksNm |
| Phone | 4809910500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6730 N SCOTTSDALE ROAD STE 250 | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85253 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $25,079,273 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $823,591 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $25,902,864 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $25,902,864 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $388,543 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $25,514,321 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,275,716 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,275,716 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,918 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,918 | TotalTaxAmt |
| Distributable Before Adj | $1,264,798 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,264,798 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,264,798 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,782,886 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,782,886 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $10,918 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,771,968 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,264,798 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $418,451 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $604,879 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $650,976 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $546,756 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $517,500 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,738,562 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,782,886 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,264,798 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $518,088 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,256,650 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $418,451 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,838,199 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $604,879 | ExcessFromYear4Amt |
| Excess From Year3 | $650,976 | ExcessFromYear3Amt |
| Excess From Year2 | $546,756 | ExcessFromYear2Amt |
| Excess From Year1 | $517,500 | ExcessFromYear1Amt |
| Excess From Current Year | $518,088 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BERT A GETZ | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (70 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS- METZ FUND | |||||||
| 2200 WEST HARRISON STREET | CHICAGO | IL | 60612 | PUBLIC | GENERAL FUND | $7,500 | |
| ARIZONA STATE UNIVERSITY | |||||||
| PO BOX 2260 | TEMPE | AZ | 852802260 | PUBLIC | GENERAL FUND | $7,000 | |
| AVON OLD FARMS | |||||||
| 500 OLD FARMS ROAD | AVON | CT | 06001 | PUBLIC | GENERAL FUND | $5,000 | |
| BOY SCOUTS OF AMERICA - METZ FUND | |||||||
| 1218 W ADAMS ST | CHICAGO | IL | 60607 | PUBLIC | GENERAL FUND | $7,500 | |
| BROPHY COLLEGE PREPARATORY | |||||||
| 4701 N CENTRAL AVE | PHOENIX | AZ | 85012 | PUBLIC | GENERAL FUND | $10,000 | |
| CHICAGO BOTANIC GARDEN | |||||||
| 1000 LAKE COOK ROAD | GLENCOE | IL | 60022 | PUBLIC | GENERAL FUND | $1,000 | |
| CHICAGO HOPE ACADEMY - METZ FUND | |||||||
| 2189 W BOWLER ST | CHICAGO | IL | 60612 | PUBLIC | GENERAL FUND | $7,500 | |
| CHICAGO LIGHTHOUSE FOR THE BLIND - METZ FUND | |||||||
| 1850 W ROOSEVELT RD | CHICAGO | IL | 60608 | PUBLIC | GENERAL FUND | $7,500 | |
| CHICAGO ZOOLOGICAL SOCIETY | |||||||
| BROOKFIELD ZOO | BROOKFIELD | IL | 60513 | PUBLIC | ENDOWMENT FUND | $15,000 | |
| COMMONWEAL | |||||||
| PO BOX 316 | BOLINAS | CA | 94924 | PUBLIC | GENERAL FUND | $5,000 | |
| CONSERVE LAKE COUNTY | |||||||
| 32400 N HARRIS ROAD | GRAYSLAKE | IL | 60030 | PUBLIC | GENERAL FUND | $5,000 | |
| DESERT VOICES OF ORAL LEARNING CENTER | |||||||
| 3426 E SHEA BLVD | PHOENIX | AZ | 85028 | PUBLIC | GENERAL FUND | $25,000 | |
| EVANS SCHOLAR FOUNDATION | |||||||
| ONE BRIAR ROAD | GOLF | IL | 60029 | PUBLIC | GENERAL FUND | $10,000 | |
| GEORGE WASHINGTON'S FEDRICKSBURG FOUNDATION | |||||||
| 1201 WASHINGTON AVENUE | FREDERICKSBURG | VA | 22401 | PUBLIC | GENERAL FUND | $30,000 | |
| GLOBE CORP EMPLOYEE MATCHING GIFTS - DETAILS AVAILABLE UPON REQUEST | |||||||
| 6730 N SCOTTSDALE ROAD STE 250 | SCOTTSDALE | AZ | 85253 | PUBLIC | GENERAL FUND | $27,760 | |
| HADLEY SCHOOL FOR THE BLIND - METZ FUND | |||||||
| 700 ELM ST | WINNETKA | IL | 60093 | PUBLIC | GENERAL FUND | $7,500 | |
| HEARTLAND ALLIANCE - METZ FUND | |||||||
| 208 S LASALLE ST 1818 | CHICAGO | IL | 60604 | PUBLIC | GENERAL FUND | $7,500 | |
| HOPE COLLEGE | |||||||
| 141 E 12TH STREET | HOLLAND | MI | 49422 | PUBLIC | GENERAL FUND | $1,000 | |
| INFANT WELFARE SOCIETY - METZ FUND | |||||||
| 3600 W FULLERTON AVE | CHICAGO | IL | 60647 | PUBLIC | GENERAL FUND | $7,500 | |
| JUNIOR GOLF ASSOCIATION OF ARIZONA | |||||||
| 10888 N 19TH AVENUE | PHOENIX | AZ | 85029 | PUBLIC | GENERAL FUND | $15,000 | |
| LAKE GEORGE LAND CONSERVANCY | |||||||
| 4905 LAKE SHORE DRIVE | BOLTON LANDING | NY | 12814 | PUBLIC | GENERAL FUND | $1,000 | |
| LAWRENCEVILLE SCHOOL | |||||||
| PO BOX 6125 | LAWRENCEVILLE | NJ | 08648 | PUBLIC | GENERAL FUND | $30,000 | |
| LOYOLA ACADEMY | |||||||
| 1100 LARAMIE AVENUE | WILMETTE | IL | 60091 | PUBLIC | GENERAL FUND | $55,000 | |
| MARYVILLE ACADEMY | |||||||
| 1150 N RIVER ROAD | DES PLAINES | IL | 60016 | PUBLIC | GENERAL FUND | $1,000 | |
| MAYO CLINIC | |||||||
| 13400 EAST SHEA BOULEVARD | SCOTTSDALE | AZ | 85259 | PUBLIC | GENERAL FUND | $200,000 | |
| NATIONAL HISTORICAL FIRE FOUNDATION | |||||||
| 6730 N SCOTTSDALE ROAD STE 250 | SCOTTSDALE | AZ | 85253 | PRIVATE | OPERATING NEEDS | $350,000 | |
| NORTH SHORE COUNTRY DAY SCHOOL | |||||||
| 310 GREEN BAY ROAD | WINNETKA | IL | 60093 | PUBLIC | GENERAL FUND | $128,000 | |
| NORTHWEST ACADEMY | |||||||
| 1130 SW MAIN STREET | PORTLAND | OR | 97205 | PUBLIC | GENERAL FUND | $65,000 | |
| NORTHWESTERN MEMORIAL FOUNDATION - ALUMNAE CONTINUING EDUCATION - METZ FUND | |||||||
| 251 EAST HURON STREET GALTER | CHICAGO | IL | 60611 | PUBLIC | GENERAL FUND | $7,500 | PAVILION SUITE 3-200 |
| NORTHWESTERN MEMORIAL FOUNDATION - CHICAGO MATERNITY CTR - METZ FUND | |||||||
| 251 EAST HURON STREET GALTER | CHICAGO | IL | 60611 | PUBLIC | GENERAL FUND | $7,500 | PAVILION SUITE 3-200 |
| NORTHWESTERN MEMORIAL FOUNDATION - RESEARCH FUND - METZ FUND | |||||||
| 251 EAST HURON STREET GALTER | CHICAGO | IL | 60611 | PUBLIC | GENERAL FUND | $7,500 | PAVILION SUITE 3-200 |
| NORTHWESTERN MEMORIAL FOUNDATION - UNRESTRICTED FUND - METZ FUND | |||||||
| 251 EAST HURON STREET GALTER | CHICAGO | IL | 60611 | PUBLIC | GENERAL FUND | $7,500 | PAVILION SUITE 3-200 |
| NORTHWESTERN UNIVERSITY - ARM MEMORIAL - METZ FUND | |||||||
| 2020 RIDGE AVENUE | EVANSTON | IL | 60208 | PUBLIC | GENERAL FUND | $15,000 | |
| NORTHWESTERN UNIVERSITY - MEDICAL SCHOOL FUND - METZ FUND | |||||||
| 2020 RIDGE AVENUE | EVANSTON | IL | 60208 | PUBLIC | GENERAL FUND | $7,500 | |
| O'CONNOR HOUSE | |||||||
| 4455 EAST CAMELBACK ROAD SUITE A215 | PHOENIX | AZ | 85018 | PUBLIC | GENERAL FUND | $5,000 | |
| OFF THE STREET CLUB - METZ FUND | |||||||
| 25 N KARLOV AVE | CHICAGO | IL | 60624 | PUBLIC | GENERAL FUND | $7,500 | |
| PHOENIX CHILDREN'S HOSPITAL FOUNDATION | |||||||
| 2929 E CAMELBACK RD 122 | PHOENIX | AZ | 85016 | PUBLIC | GENERAL FUND | $1,000 | |
| PORCHLIGHT COUNSELING SERVICES | |||||||
| PO BOX 1080 | EVANSTON | IL | 60204 | PUBLIC | GENERAL FUND | $3,000 | |
| RAVINA FESTIVAL ASSOCIATION | |||||||
| 418 SHERIDAN ROAD | HIGHLAND PARK | IL | 60035 | PUBLIC | GENERAL FUND | $4,000 | |
| REHAB INSTITUTE OF CHICAGO | |||||||
| 345 EAST SUPERIOR STREET | CHICAGO | IL | 60611 | PUBLIC | GENERAL FUND | $78,700 | |
| SEMESTER AT SEA | |||||||
| PO BOX 400885 | CHARLOTTESVILLE | VA | 229044885 | PUBLIC | GENERAL FUND | $3,000 | |
| SOUTHER METHODIST UNIVERSITY | |||||||
| PO BOX 750402 | DALLAS | TX | 75275 | PUBLIC | GENERAL FUND | $2,500 | |
| ST JAMES THE LESS CHURCH | |||||||
| 550 SUNSET RIDGE ROAD | NORTHFIELD | IL | 60093 | PUBLIC | GENERAL FUND | $25,000 | |
| THE ANTIQUARIAN SOCIETY | |||||||
| 111 S MICHIGAN AVE | CHICAGO | IL | 60603 | PUBLIC | GENERAL FUND | $1,000 | |
| THE GLOBAL FOODBANKING NETWORK | |||||||
| 203 N LASALLE STREET | CHICAGO | IL | 60601 | PUBLIC | GENERAL FUND | $1,000 | |
| UMOM NEW DAY CENTERS | |||||||
| 3333 E VAN BUREN STREET | PHOENIX | AZ | 85008 | PUBLIC | GENERAL FUND | $50,000 | |
| UNITED FIRE FIGHTERS ASSOCIATION | |||||||
| 61 E COLUMBUS AVE | PHOENIX | AZ | 85012 | PUBLIC | GENERAL FUND | $2,500 | |
| UNITED STATES OLYMPIC AND PARALYMPIC FOUNDATION | |||||||
| 1 OLYMPIC PLAZA | COLORADO SPRINGS | CO | 80909 | PUBLIC | GENERAL FUND | $25,000 | |
| UNITED WAYALEXIS DE TOCQUEVILLE | |||||||
| 1515 EAST OSBORN ROAD | PHOENIX | AZ | 85014 | PUBLIC | GENERAL FUND | $10,000 | |
| UNIVERSITY OF CHICAGO - MEDICAL ALUMNI FUND - METZ FUND | |||||||
| 1427 EAST 60TH STREET SUITE 120 | CHICAGO | IL | 60637 | PUBLIC | GENERAL FUND | $7,500 | |
| UNIVERSITY OF MISSISSIPPI | |||||||
| 406 UNIVERSITY AVENUE | OXFORD | MS | 38655 | PUBLIC | GENERAL FUND | $12,500 | |
| UNIVERSITY OF SOUTHER CALIFORNIA | |||||||
| USC CAMPUS - UNIVERSITY ADVANCEMENT | LOS ANGELES | CA | 90089 | PUBLIC | GENERAL FUND | $151,500 | |
| XAVIER COLLEGE PREPARATORY | |||||||
| 4710 N 5TH STREET | PHOENIX | AZ | 85012 | PUBLIC | GENERAL FUND | $50,000 | |
| HELP IN HEALING HOME FOUNDATION | |||||||
| 5811 E MAYO BLVD | PHOENIX | AZ | 85054 | PUBLIC | GENERAL FUND | $25,000 | |
| HOSPICE OF THE VALLEY | |||||||
| 1510 E FLOWER ST | PHOENIX | AZ | 85014 | PUBLIC | GENERAL FUND | $500 | |
| OREGON SYMPHONY | |||||||
| 921 SW WASHINGTON STREET | PORTLAND | OR | 97205 | PUBLIC | GENERAL FUND | $130,612 | |
| PHOENIX ART MUSEUM | |||||||
| 1625 N CENTRAL AVE | PHOENIX | AZ | 85004 | PUBLIC | GENERAL FUND | $1,500 | |
| ARIZONA HUMANE SOCIETY | |||||||
| 1521 W DOBBINS ROAD | PHOENIX | AZ | 85041 | PUBLIC | GENERAL FUND | $1,000 | |
| ARIZONA JEWISH HISTORICAL SOCIETY | |||||||
| 122 EAST CULVER STREET | PHOENIX | AZ | 85004 | PUBLIC | GENERAL FUNDGENERAL FUND | $1,000 | |
| NOTRE DAME PREPARATORY SAINTS' FUND | |||||||
| 9701 EAST BELL ROAD | SCOTTSDALE | AZ | 85260 | PUBLIC | GENERAL FUND | $2,500 | |
| RYAN HOUSE | |||||||
| 110 W MERRELL ST 1ST FLOOR | PHOENIX | AZ | 85013 | PUBLIC | GENERAL FUND | $1,000 | |
| SEAL NSW FAMILY FOUNDATION | |||||||
| 300 CARLSBAD VILLAGE DRIVE | CARLSBAD | CA | 92008 | PUBLIC | GENERAL FUND | $1,000 | |
| TREASURE HOUSE | |||||||
| 1 N FIRST STREET | PHOENIX | AZ | 85004 | PUBLIC | GENERAL FUND | $1,000 | |
| ALAN LOCKE CHARTER SCHOOL | |||||||
| 3141 W JACKSON BLVD | CHICAGO | IL | 60612 | PUBLIC | GENERAL FUND | $300 | |
| GEORGE TOWN UNIVERSITY | |||||||
| 2115 WISCONSIN AVE NW | WASHINGTON | DC | 20007 | PUBLIC | GENERAL FUND | $2,500 | |
| NAVY SEAL FOUNDATION | |||||||
| 1619 D STREET | VIRGINIA BEACH | VA | 23459 | PUBLIC | GENERAL FUND | $2,500 | |
| CATHOLIC CHARITIES OF NORTHERN NEVADA | |||||||
| 500 E FOURTH STREET | RENO | NV | 89512 | PUBLIC | GENERAL FUND | $2,500 | |
| BISHOP MANOGUE CATHOLIC HIGH SCHOOL | |||||||
| 110 BISHOP MANOGUE DR | RENO | NV | 89511 | PUBLIC | GENERAL FUND | $2,500 | |
| SUMMIT SCHOOL | |||||||
| 4515 MUIRWOOD DRIVE | PHOENIX | AZ | 85048 | PUBLIC | GENERAL FUND | $5,000 | |
| CLAN MACLEAN ASSOCIATION OF CALIFORNIA (DURANT APPEAL FUND) | |||||||
| 5125 TULIP COURT | LIVERMORE | CA | 94551 | PUBLIC | GENERAL FUND | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,717,872 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| NORTH SHORE COUNTRY DAY SCHOOL | ||||||
| 310 GREEN BAY ROAD | WINNETKA | IL | 60093 | PUBLIC | GENERAL FUND | $125,000 |
| UNIVERSITY OF SOUTHER CALIFORNIA | ||||||
| USC CAMPUS - UNIVERSITY ADVANCEMENT | LOS ANGELES | CA | 90089 | PUBLIC | GENERAL FUND | $350,000 |
| MICHIGAN ROSS SCHOOL OF BUSINESS | ||||||
| 701 TAPPAN STREET | ANN ARBOR | MI | 48109 | PUBLIC | GENERAL FUND | $400,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $875,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $354,338 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $771,079 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,125,417 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,125,417 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | Yes (1) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MERIT CLUB | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | SEC. 501(C)(7) | OrganizationTypeDesc |
| Relationship Description | COMMON BOARD MEMBERS | RelationshipDescriptionTxt |
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 | BERT A GETZ | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6335 WEST STATE ROUTE 120 | AddressLine1Txt |
| City | LIBERTYVILLE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60048 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $834,948 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 11,500 SHARES OF WINTRUST STOCK | NoncashPropertyDesc |
| Fair Market Value | $834,948 | FairMarketValueAmt |
| Received | 2016-12-16 | ReceivedDt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt |
|---|---|---|---|---|---|---|---|---|
| NATIONAL HISTORIC FIRE FOUNDATION | ||||||||
| 6730 N SCOTTSDALE ROAD STE 250 | SCOTTSDALE | AZ | 85253 | 2015-12-31 | $340,000 | TO OFFSET 2015 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 2016 ON USE OF 2015 FUNDS |
| GLOBE CORPORATION | ||||||||
| 6730 N SCOTTSDALE ROAD STE 250 | SCOTTSDALE | AZ | 85253 | 2015-12-31 | $27,815 | 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 2016 ON USE OF 2015 FUNDS |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS (DETAIL AVAILALBE UPON REQUEST) | BondNm |
| EOY Book Value | $7,144,687 | EOYBookValueAmt |
| EOYFMV | $6,674,660 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS (DETAIL AVAILABLE UPON REQUEST) | StockNm |
| EOY Book Value | $13,038,412 | EOYBookValueAmt |
| EOYFMV | $17,165,394 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ALTERNATIVE INVESTMENTS (DETAIL AVAILABLE UPON REQUEST) | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,634,447 | BookValueAmt |
| EOYFMV | $2,396,026 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NT ACCRUED DIVIDEND | $17,462 | $26,633 | $26,633 |
| NT ACCRUED INT | -$7,931 | -$7,310 | -$7,310 |
| RESIDENCE (REMAINDER INTEREST) | $841,626 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AGENCY FEES | $24,550 | $24,550 | $0 |
| OTHER INVESTMENT FEES | $42,757 | $42,757 | $0 |
| OTHER EXPENSES | $35 | $21 | $14 |
| LESS BROKER FEES REPORTED ON NHFF (36-6111510) | -$5,706 | -$5,706 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PLEDGED CONTRIBUTIONS | Desc |
| BOY Book Value | $1,090,944 | BOYBookValueAmt |
| EOY Book Value | $1,405,512 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $6,350 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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