2017-05-10T13:58:20-05:00 2016-12-31 361137200 GLOBE CORPORATION 6730 N SCOTTSDALE ROAD STE 250 SCOTTSDALE AZ 85253 990PF 2016-01-01 366054050 GLOBE FOUNDATION GLOB 4809910500 6730 N SCOTTSDALE ROAD NO 250 SCOTTSDALE AZ 852534416 MICHAEL J OLSEN TREASURER 4809910500 2017-05-10 1 JOHN GALLAGHER P00244829 4809910500 12.34.78.74 2017-05-10 13:58:07 US P 0E2E1AC81D07308632088786D89C555B853A236E 0E2E1AC81D07308632088786D89C555B853A236E 2016 2021-01-29 14:40:06Z X 27429882 X 834948 354338 352540 771079 3452271 800833 1960365 1153373 0 0 0 6350 0 0 61636 61622 14 67986 61622 14 2097440 1782872 2165426 61622 1782886 -205061 1091751 2619 11360 11360 767671 321493 321493 11862474 13038412 17165394 7070434 7144687 6674660 2347014 1634447 2396026 9531 19323 860949 22059743 22169722 27429882 5768 6240 1090944 1405512 1096712 1411752 X 19206497 19206497 0 0 1756534 1551473 20963031 20757970 22059743 22169722 20963031 -205061 0 20757970 0 20757970 PUBLICLY TRADED SECURITIEIS P 2016-01-01 2016-12-31 973922 950413 23509 23509 (AVAILABLE UPON REQUEST) P 0 0 PUBLICLY TRADED SECURITIEIS P 2015-12-31 2016-12-31 2478349 1701025 777324 777324 (AVAILABLE UPON REQUEST) P 0 0 800833 0 1856986 27300436 0.068020 1914967 28736546 0.066639 1947721 27079382 0.071926 1847379 25197875 0.073315 1699151 26215089 0.064816 0.344716 0.068943 25514321 1759034 10918 1769952 1782886 X 10918 0 10918 0 10918 8982 8982 X 1936 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 25079273 823591 0 25902864 0 0 25902864 388543 25514321 1275716 1275716 10918 10918 1264798 0 1264798 0 1264798 1782886 0 1782886 10918 1771968 1264798 0 0 418451 604879 650976 546756 517500 2738562 1782886 0 0 0 1264798 518088 0 0 3256650 0 0 0 0 0 0 418451 2838199 604879 650976 546756 517500 518088 BERT A GETZ X AMERICAN RED CROSS- METZ FUND 2200 WEST HARRISON STREET CHICAGO IL 60612 PUBLIC GENERAL FUND 7500 ARIZONA STATE UNIVERSITY PO BOX 2260 TEMPE AZ 852802260 PUBLIC GENERAL FUND 7000 AVON OLD FARMS 500 OLD FARMS ROAD AVON CT 06001 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 10000 CHICAGO BOTANIC GARDEN 1000 LAKE COOK ROAD GLENCOE IL 60022 PUBLIC GENERAL FUND 1000 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 15000 COMMONWEAL PO BOX 316 BOLINAS CA 94924 PUBLIC GENERAL FUND 5000 CONSERVE LAKE COUNTY 32400 N HARRIS ROAD GRAYSLAKE IL 60030 PUBLIC GENERAL FUND 5000 DESERT VOICES OF ORAL LEARNING CENTER 3426 E SHEA BLVD PHOENIX AZ 85028 PUBLIC GENERAL FUND 25000 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 30000 GLOBE CORP EMPLOYEE MATCHING GIFTS - DETAILS AVAILABLE UPON REQUEST 6730 N SCOTTSDALE ROAD STE 250 SCOTTSDALE AZ 85253 PUBLIC GENERAL FUND 27760 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 JUNIOR GOLF ASSOCIATION OF ARIZONA 10888 N 19TH AVENUE PHOENIX AZ 85029 PUBLIC GENERAL FUND 15000 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 30000 LOYOLA ACADEMY 1100 LARAMIE AVENUE WILMETTE IL 60091 PUBLIC GENERAL FUND 55000 MARYVILLE ACADEMY 1150 N RIVER ROAD DES PLAINES IL 60016 PUBLIC GENERAL FUND 1000 MAYO CLINIC 13400 EAST SHEA BOULEVARD SCOTTSDALE AZ 85259 PUBLIC GENERAL FUND 200000 NATIONAL HISTORICAL FIRE FOUNDATION 6730 N SCOTTSDALE ROAD STE 250 SCOTTSDALE AZ 85253 PRIVATE OPERATING NEEDS 350000 NORTH SHORE COUNTRY DAY SCHOOL 310 GREEN BAY ROAD WINNETKA IL 60093 PUBLIC GENERAL FUND 128000 NORTHWEST ACADEMY 1130 SW MAIN STREET PORTLAND OR 97205 PUBLIC GENERAL FUND 65000 NORTHWESTERN MEMORIAL FOUNDATION - ALUMNAE CONTINUING EDUCATION - METZ FUND 251 EAST HURON STREET GALTER PAVILION SUITE 3-200 CHICAGO IL 60611 PUBLIC GENERAL FUND 7500 NORTHWESTERN MEMORIAL FOUNDATION - CHICAGO MATERNITY CTR - METZ FUND 251 EAST HURON STREET GALTER PAVILION SUITE 3-200 CHICAGO IL 60611 PUBLIC GENERAL FUND 7500 NORTHWESTERN MEMORIAL FOUNDATION - RESEARCH FUND - METZ FUND 251 EAST HURON STREET GALTER PAVILION SUITE 3-200 CHICAGO IL 60611 PUBLIC GENERAL FUND 7500 NORTHWESTERN MEMORIAL FOUNDATION - UNRESTRICTED FUND - METZ FUND 251 EAST HURON STREET GALTER PAVILION SUITE 3-200 CHICAGO IL 60611 PUBLIC GENERAL FUND 7500 NORTHWESTERN UNIVERSITY - ARM MEMORIAL - METZ FUND 2020 RIDGE AVENUE EVANSTON IL 60208 PUBLIC GENERAL FUND 15000 NORTHWESTERN UNIVERSITY - MEDICAL SCHOOL FUND - METZ FUND 2020 RIDGE AVENUE EVANSTON IL 60208 PUBLIC GENERAL FUND 7500 O'CONNOR HOUSE 4455 EAST CAMELBACK ROAD SUITE A215 PHOENIX AZ 85018 PUBLIC GENERAL FUND 5000 OFF THE STREET CLUB - METZ FUND 25 N KARLOV AVE CHICAGO IL 60624 PUBLIC GENERAL FUND 7500 PHOENIX CHILDREN'S HOSPITAL FOUNDATION 2929 E CAMELBACK RD 122 PHOENIX AZ 85016 PUBLIC GENERAL FUND 1000 PORCHLIGHT COUNSELING SERVICES PO BOX 1080 EVANSTON IL 60204 PUBLIC GENERAL FUND 3000 RAVINA FESTIVAL ASSOCIATION 418 SHERIDAN ROAD HIGHLAND PARK IL 60035 PUBLIC GENERAL FUND 4000 REHAB INSTITUTE OF CHICAGO 345 EAST SUPERIOR STREET CHICAGO IL 60611 PUBLIC GENERAL FUND 78700 SEMESTER AT SEA PO BOX 400885 CHARLOTTESVILLE VA 229044885 PUBLIC GENERAL FUND 3000 SOUTHER METHODIST UNIVERSITY PO BOX 750402 DALLAS TX 75275 PUBLIC GENERAL FUND 2500 ST JAMES THE LESS CHURCH 550 SUNSET RIDGE ROAD NORTHFIELD IL 60093 PUBLIC GENERAL FUND 25000 THE ANTIQUARIAN SOCIETY 111 S MICHIGAN AVE CHICAGO IL 60603 PUBLIC GENERAL FUND 1000 THE GLOBAL FOODBANKING NETWORK 203 N LASALLE STREET CHICAGO IL 60601 PUBLIC GENERAL FUND 1000 UMOM NEW DAY CENTERS 3333 E VAN BUREN STREET PHOENIX AZ 85008 PUBLIC GENERAL FUND 50000 UNITED FIRE FIGHTERS ASSOCIATION 61 E COLUMBUS AVE PHOENIX AZ 85012 PUBLIC GENERAL FUND 2500 UNITED STATES OLYMPIC AND PARALYMPIC FOUNDATION 1 OLYMPIC PLAZA COLORADO SPRINGS CO 80909 PUBLIC GENERAL FUND 25000 UNITED WAYALEXIS DE TOCQUEVILLE 1515 EAST OSBORN ROAD PHOENIX AZ 85014 PUBLIC GENERAL FUND 10000 UNIVERSITY OF CHICAGO - 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 151500 XAVIER COLLEGE PREPARATORY 4710 N 5TH STREET PHOENIX AZ 85012 PUBLIC GENERAL FUND 50000 HELP IN HEALING HOME FOUNDATION 5811 E MAYO BLVD PHOENIX AZ 85054 PUBLIC GENERAL FUND 25000 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 130612 PHOENIX ART MUSEUM 1625 N CENTRAL AVE PHOENIX AZ 85004 PUBLIC GENERAL FUND 1500 ARIZONA HUMANE SOCIETY 1521 W DOBBINS ROAD PHOENIX AZ 85041 PUBLIC GENERAL FUND 1000 ARIZONA JEWISH HISTORICAL SOCIETY 122 EAST CULVER STREET PHOENIX AZ 85004 PUBLIC GENERAL FUNDGENERAL FUND 1000 NOTRE DAME PREPARATORY SAINTS' FUND 9701 EAST BELL ROAD SCOTTSDALE AZ 85260 PUBLIC GENERAL FUND 2500 RYAN HOUSE 110 W MERRELL ST 1ST FLOOR PHOENIX AZ 85013 PUBLIC GENERAL FUND 1000 SEAL NSW FAMILY FOUNDATION 300 CARLSBAD VILLAGE DRIVE CARLSBAD CA 92008 PUBLIC GENERAL FUND 1000 TREASURE HOUSE 1 N FIRST STREET PHOENIX AZ 85004 PUBLIC GENERAL FUND 1000 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 2500 NAVY SEAL FOUNDATION 1619 D STREET VIRGINIA BEACH VA 23459 PUBLIC GENERAL FUND 2500 CATHOLIC CHARITIES OF NORTHERN NEVADA 500 E FOURTH STREET RENO NV 89512 PUBLIC GENERAL FUND 2500 BISHOP MANOGUE CATHOLIC HIGH SCHOOL 110 BISHOP MANOGUE DR RENO NV 89511 PUBLIC GENERAL FUND 2500 SUMMIT SCHOOL 4515 MUIRWOOD DRIVE PHOENIX AZ 85048 PUBLIC GENERAL FUND 5000 CLAN MACLEAN ASSOCIATION OF CALIFORNIA (DURANT APPEAL FUND) 5125 TULIP COURT LIVERMORE CA 94551 PUBLIC GENERAL FUND 5000 1717872 NORTH SHORE COUNTRY DAY SCHOOL 310 GREEN BAY ROAD WINNETKA IL 60093 PUBLIC GENERAL FUND 125000 UNIVERSITY OF SOUTHER CALIFORNIA USC CAMPUS - UNIVERSITY ADVANCEMENT LOS ANGELES CA 90089 PUBLIC GENERAL FUND 350000 MICHIGAN ROSS SCHOOL OF BUSINESS 701 TAPPAN STREET ANN ARBOR MI 48109 PUBLIC GENERAL FUND 400000 875000 14 354338 18 771079 0 1125417 0 1125417 0 0 0 0 0 0 0 0 0 1 MERIT CLUB SEC. 501(C)(7) COMMON BOARD MEMBERS X X 1 BERT A GETZ 6335 WEST STATE ROUTE 120 LIBERTYVILLE IL 60048 834948 X 1 11,500 SHARES OF WINTRUST STOCK 834948 2016-12-16 NATIONAL HISTORIC FIRE FOUNDATION 6730 N SCOTTSDALE ROAD STE 250 SCOTTSDALE AZ 85253 2015-12-31 340000 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 27815 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 CORPORATE BONDS (DETAIL AVAILALBE UPON REQUEST) 7144687 6674660 INVESTMENTS (DETAIL AVAILABLE UPON REQUEST) 13038412 17165394 ALTERNATIVE INVESTMENTS (DETAIL AVAILABLE UPON REQUEST) AT COST 1634447 2396026 NT ACCRUED DIVIDEND 17462 26633 26633 NT ACCRUED INT -7931 -7310 -7310 RESIDENCE (REMAINDER INTEREST) 841626 AGENCY FEES 24550 24550 0 OTHER INVESTMENT FEES 42757 42757 0 OTHER EXPENSES 35 21 14 LESS BROKER FEES REPORTED ON NHFF (36-6111510) -5706 -5706 0 PLEDGED CONTRIBUTIONS 1090944 1405512 FEDERAL TAXES 6350 0 0