GURTZ FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- GURTZ FAMILY FOUNDATION (EIN 26-0173765)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-15
- IRS object ID
- 201603209349103600
- Schema version
- 2015v2.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-15T15:44:55-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 S Meyers Road Suite 500 | AddressLine1Txt |
| City | Oakbrook Terrace | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 601815209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | 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 Marlene Gurtz | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MARLENE GURTZ | InCareOfNm |
| Business Name Control | GURT | BusinessNameControlTxt |
| Phone | 3126580774 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2140 Hybernia Drive | AddressLine1Txt |
| City | Highland Park | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 600355501 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARLENE GURTZ | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3126580774 | PhoneNum |
| Signature | 2016-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey T Conrad | PreparerPersonNm |
| PTIN | P00632050 | PTIN |
| Phone | 6302829500 | PhoneNum |
| Preparation | 2016-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,677,916 | 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 | $337,145 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $53,073 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $50,557 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $123,255 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $214,016 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $123,255 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$9,584 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $503,889 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $173,812 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $7,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,625 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,625 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,437 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $498 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $3,161 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,146 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,848 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,269 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,640 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $100,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $100,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $112,848 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,269 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $103,640 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $391,041 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $166,543 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $427,317 | CashBOYAmt |
| Cash EOY | $350,751 | CashEOYAmt |
| Cash EOYFMV | $350,751 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,547,184 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,944,568 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,803,350 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $459,808 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $530,031 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $523,815 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,434,309 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,825,350 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,677,916 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $2,434,309 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,825,350 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,434,309 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,825,350 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,434,309 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,825,350 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,434,309 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $391,041 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,825,350 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,825,350 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MERRILL LYNCH - [04100] | P | $8,290 | $7,933 | $357 | $357 |
| MERRILL LYNCH - [04100] | P | $56,300 | $54,244 | $2,056 | $2,056 |
| MERRILL LYNCH - [04100] | P | $28,138 | $28,584 | -$446 | -$446 |
| CAPITAL GAIN DIVIDENDS | P | $121,288 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $123,255 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $91,983 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,110,452 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043585 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $106,496 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,696,729 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.062765 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $45,100 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,205,386 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.037415 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $62,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $890,482 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.069625 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $15,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $392,365 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.03823 | DistributionYr5Rt |
| Total Distribution | 0.25162 | TotalDistributionRt |
| Average Distribution | 0.050324 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,492,078 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $125,411 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,665 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $127,076 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $103,640 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,331 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,331 | SubtotalAmt |
| Tax Based On Investment Income | $3,331 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $3,500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $3,500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $78 | EsPenaltyAmt |
| Overpayment | $91 | OverpaymentAmt |
| Applied To ES Tax | $91 | AppliedToESTaxAmt |
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 |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARLENE GURTZ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3126580774 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2140 HYBERNIA DRIVE | AddressLine1Txt |
| City | HIGHLAND PARK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 600355501 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| MARLENE GURTZ | ||||||
| 2140 Hybernia Drive | Highland Park | IL | 600355501 | PRESIDENT | 2.0 | $0 |
| FRANK L GURTZ | ||||||
| 2520 THORNGATE LANE | RIVERWOODS | IL | 60015 | DIRECTOR | 2.0 | $0 |
| TRACY A ROBINSON | ||||||
| 1545 WINDY HILL DRIVE | NORTHBROOK | IL | 60062 | TREASURER | 2.0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,369,285 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $160,743 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,530,028 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,530,028 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $37,950 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,492,078 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $124,604 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $124,604 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,331 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,331 | TotalTaxAmt |
| Distributable Before Adj | $121,273 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $121,273 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $121,273 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $103,640 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $103,640 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $103,640 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $121,273 | DistributableAsAdjustedAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Excess Distribution Cyov Yr2 | $23,393 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $23,393 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $103,640 | QualifyingDistributionsAmt |
| Applied To Current Year | $103,640 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $17,633 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $17,633 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,760 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $5,760 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $5,760 | ExcessFromYear2Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Marlene Gurtz | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2140 Hybernia Drive | AddressLine1Txt |
| City | Highland Park | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60035 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3126580774 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFIC FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | CONTRIBUTIONS ARE MADE TO EXEMPT CHARITABLE, RELIGIOUS, EDUCATIONAL, AND SCIENTIFIC ORGANIZATIONS AS SELECTED BY THE DIRECTORS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Broward Performing Arts Foundation | |||||||
| 201 S W Fifth Avenue | Fort Lauderdale | FL | 33312 | None | PC | EXEMPT PURPOSE OPERATIONS | $10,000 |
| Heartland Animal Shelter | |||||||
| 2975 North Milwaukee Aven | Northbrook | IL | 60062 | None | PC | EXEMPT PURPOSE OPERATIONS | $10,000 |
| St Jude CHildren's Research Hospital | |||||||
| 501 St Jude Place | Memphis | TN | 38105 | None | PC | EXEMPT PURPOSE OPERATIONS | $10,000 |
| Northwestern Memorial Hospital | |||||||
| 675 North St Clair Street | Chicago | IL | 60611 | None | PC | Bluhm Cardiovascular Institute | $25,000 |
| Ronald McDonald House Charities Inc | |||||||
| One Kroc Drive | Oak Brook | IL | 60523 | None | PC | EXEMPT PURPOSE OPERATIONS | $10,000 |
| B'nai Jehoshua Beth Elohim | |||||||
| 1201 Lake Cook Road | Deerfield | IL | 60015 | None | PC | EXEMPT PURPOSE OPERATIONS | $35,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $100,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $53,073 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $123,255 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED INCOME | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$9,584 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $166,744 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $166,744 | 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) |
| Marlene Gurtz | ||||||
| 2 | 2140 Hybernia Drive | Hoffman Estates | IL | 600355501 | $7,250 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,250 | Amt |
| Net Investment Income | $3,625 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,625 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $530,031 | EOYBookValueAmt |
| EOYFMV | $523,815 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MUTUAL FUNDS | StockNm |
| EOY Book Value | $1,944,568 | EOYBookValueAmt |
| EOYFMV | $1,803,350 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ACCOUNT FEE | $150 | $150 | |
| ANNUAL REPORT FILING FEE | $15 | $15 | |
| AMORTIZATION | $2,996 | $2,996 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INCOME | Desc |
| Revenue And Expenses Per Books | -$9,584 | RevenueAndExpensesPerBooksAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $498 | $498 |
| EXCISE TAX | $1,939 |
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