BETA

GLOBE FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
GLOBE FOUNDATION (EIN 36-6054050)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-13
IRS object ID
201641349349102264
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-05-13T13:25:57-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN361137200PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GLOBE CORPORATIONBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16730 N SCOTTSDALE ROAD STE 250AddressLine1Txt
CitySCOTTSDALECityNm
State AbbreviationAZStateAbbreviationCd
ZIP85253ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN366054050EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GLOBE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGLOBBusinessNameControlTxt
Phone4809910500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16730 N SCOTTSDALE ROAD NO 250AddressLine1Txt
CitySCOTTSDALECityNm
State AbbreviationAZStateAbbreviationCd
ZIP852534416ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL J OLSENPersonNm
Person TitleTREASURERPersonTitleTxt
Phone4809910500PhoneNum
Signature2016-05-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN GALLAGHERPreparerPersonNm
PTINP00244829PTIN
Phone4809910500PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-12-15 16:53:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$26,647,211FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$381,384DividendsRevAndExpnssAmt
Dividends Net Invst Incm$383,881DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$953,936NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,753,812GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$953,936CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,335,320TotalRevAndExpnssAmt
Total Net Invst Incm$1,337,817TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$18,708TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$61,238OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$61,049OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$189OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$79,946TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$61,049TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$189TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,548,099ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,869,565ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,628,045TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$61,049TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,869,754TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$292,725ExcessRevenueOverExpensesAmt
Net Investment Income$1,276,768NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$133,364CashBOYAmt
Cash EOY$2,619CashEOYAmt
Cash EOYFMV$2,619CashEOYFMVAmt
Sav And Temp Cash Invst BOY$456,614SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$767,671SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$767,671SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$12,036,306CorporateStockBOYAmt
Corporate Stock EOY$11,862,474CorporateStockEOYAmt
Corporate Stock EOYFMV$15,421,850CorporateStockEOYFMVAmt
Corporate Bonds BOY$6,939,885CorporateBondsBOYAmt
Corporate Bonds EOY$7,070,434CorporateBondsEOYAmt
Corporate Bonds EOYFMV$6,283,687CorporateBondsEOYFMVAmt
Other Investments BOY$3,097,014OtherInvestmentsBOYAmt
Other Investments EOY$2,347,014OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,385,736OtherInvestmentsEOYFMVAmt
Other Assets BOY$10,800OtherAssetsBOYAmt
Other Assets EOY$9,531OtherAssetsEOYAmt
Other Assets EOYFMV$785,648OtherAssetsEOYFMVAmt
Total Assets BOY$22,673,983TotalAssetsBOYAmt
Total Assets EOY$22,059,743TotalAssetsEOYAmt
Total Assets EOYFMV$26,647,211TotalAssetsEOYFMVAmt
Accounts Payable BOY$5,817AccountsPayableBOYAmt
Accounts Payable EOY$5,768AccountsPayableEOYAmt
Other Liabilities BOY$1,412,410OtherLiabilitiesBOYAmt
Other Liabilities EOY$1,090,944OtherLiabilitiesEOYAmt
Total Liabilities BOY$1,418,227TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,096,712TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$19,206,497CapitalStockBOYAmt
Capital Stock EOY$19,206,497CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,049,259RetainedEarningBOYAmt
Retained Earning EOY$1,756,534RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$21,255,756TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$20,963,031TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$22,673,983TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$22,059,743TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$21,255,756TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$292,725ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$20,963,031SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$20,963,031TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIEISP2015-01-012015-12-31$1,427,516$1,484,630-$57,114-$57,114
(AVAILABLE UPON REQUEST)P$0$0
PUBLICLY TRADED SECURITIEISP2014-12-312015-12-31$3,326,296$2,315,246$1,011,050$1,011,050
(AVAILABLE UPON REQUEST)P$0$0
FieldValueIRS element (for citing)
Capital Gain Net Income$953,936CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,914,967AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$28,736,546NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.066639DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,947,721AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$27,079,382NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.071926DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,847,379AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$25,197,875NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.073315DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,699,151AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$26,215,089NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.064816DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,450,963AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$24,757,887NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.058606DistributionYr5Rt
Total Distribution0.335302TotalDistributionRt
Average Distribution0.067060AverageDistributionRt
Net Vl Noncharitable Assets$27,300,436NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,830,767AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$12,768NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,843,535AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,869,754QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$12,768InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$12,768SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$12,768TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$15,400EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$15,400TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$2,632OverpaymentAmt
Applied To ES Tax$2,632AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateAZOrgReportOrRegisterStateCd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksFOUNDATION CO GEORGE GETZIndividualWithBooksNm
Phone4809910500PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16730 N SCOTTSDALE ROAD STE 250AddressLine1Txt
CitySCOTTSDALECityNm
State AbbreviationAZStateAbbreviationCd
ZIP85253ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BERT A GETZ
6335 WEST STATE ROUTE 120LIBERTYVILLEIL60048PRESIDENT/DIRECTOR0.00$0$0$0
LYNN GETZ-SCHMIDT
2437 NW OVERTON STREETPORTLANDOR97210VICE PRESIDENT/DIRECTOR0.00$0$0$0
GEORGE F GETZ
5223 E PALO VERDE PLPARADISE VALLEYAZ85253SECRETARY/DIRECTOR0.00$0$0$0
JAMES L JOHNSON
177 W BOLERO DRIVETEMPEAZ85284DIRECTOR0.00$0$0$0
MICHAEL J OLSEN
9103 N 96TH PLACESCOTTSDALEAZ85258TREASURER/ASST. SECRETARY0.00$0$0$0
ROCK S EDWARDS
1051 PERIMETER DRIVE SUITE 550SCHAUMBERGIL60173DIRECTOR0.00$0$0$0
BERT A GETZ JR
225 SHADOWOOD LANENORTHFIELDIL60093VICE PRESIDENT/DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$27,262,549AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$453,630AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$27,716,179TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$27,716,179AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$415,743CashDeemedCharitableAmt
Net Vl Noncharitable Assets$27,300,436NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,365,022MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,365,022MinimumInvestmentReturnAmt
Tax Based On Investment Income$12,768TaxBasedOnInvestmentIncomeAmt
Total Tax$12,768TotalTaxAmt
Distributable Before Adj$1,352,254DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,352,254DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,352,254DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,869,754ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,869,754QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$12,768PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,856,986AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,352,254DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$238,433ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$418,451ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$604,879ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$650,976ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$546,756ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,459,495TotalExcessDistributionCyovAmt
Qualifying Distributions$1,869,754QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,352,254AppliedToCurrentYearAmt
Remaining Distri From Corpus$517,500RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,976,995TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$238,433ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,738,562ExcessDistriCyovToNextYrAmt
Excess From Year4$418,451ExcessFromYear4Amt
Excess From Year3$604,879ExcessFromYear3Amt
Excess From Year2$650,976ExcessFromYear2Amt
Excess From Year1$546,756ExcessFromYear1Amt
Excess From Current Year$517,500ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerBERT A GETZContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (75 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ALL SAINTS EPISCOPAL CHURCH
6300 N CENTRAL AVEPHOENIXAZ85015PUBLICGENERAL FUND$2,500
AMERICAN RED CROSS- METZ FUND
2200 WEST HARRISON STREETCHICAGOIL60612PUBLICGENERAL FUND$7,500
ARIZONA BRIDGE TO INDEPENDENT LIVING
5031 E WASHINGTON STREETPHOENIXAZ85034PUBLICGENERAL FUND$25,000
ARIZONA STATE UNIVERSITY
PO BOX 2260TEMPEAZ852802260PUBLICGENERAL FUND$7,000
ARTEMIS INSTITUTE
3556 BEAR CANYON ROADBOZEMANMT59715PUBLICGENERAL FUND$2,000
AVON OLD FARMS
500 OLD FARMS ROADAVONCT06001PUBLICGENERAL FUND$2,000
BOY SCOUTS OF AMERICA - METZ FUND
1218 W ADAMS STCHICAGOIL60607PUBLICGENERAL FUND$7,500
BROPHY COLLEGE PREPARATORY
4701 N CENTRAL AVEPHOENIXAZ85012PUBLICGENERAL FUND$15,500
CHICAGO BOTANIC GARDEN
1000 LAKE COOK ROADGLENCOEIL60022PUBLICGENERAL FUND$1,000
CHICAGO HOPE ACADEMY - METZ FUND
2189 W BOWLER STCHICAGOIL60612PUBLICGENERAL FUND$7,500
CHICAGO LIGHTHOUSE FOR THE BLIND - METZ FUND
1850 W ROOSEVELT RDCHICAGOIL60608PUBLICGENERAL FUND$82,500
CHICAGO ZOOLOGICAL SOCIETY
BROOKFIELD ZOOBROOKFIELDIL60513PUBLICENDOWMENT FUND$15,000
COMMONWEAL
PO BOX 316BOLINASCA94924PUBLICGENERAL FUND$17,500
CONSERVE LAKE COUNTY
32400 N HARRIS ROADGRAYSLAKEIL60030PUBLICGENERAL FUND$5,000
DESERT VOICES OF ORAL LEARNING CENTER
3426 E SHEA BLVDPHOENIXAZ85028PUBLICGENERAL FUND$25,000
EVANS SCHOLAR FOUNDATION
ONE BRIAR ROADGOLFIL60029PUBLICGENERAL FUND$10,000
FELLOWSHIP OF CHRISTIAN ATHLETES
8701 LEEDS ROADKANSAS CITYMO64129PUBLICGENERAL FUND$25,000
GEORGE WASHINGTON'S FEDRICKSBURG FOUNDATION
1201 WASHINGTON AVENUEFREDERICKSBURGVA22401PUBLICGENERAL FUND$30,000
GLOBE CORP EMPLOYEE MATCHING GIFTS - DETAILS AVAILABLE UPON REQUEST
6730 N SCOTTSDALE ROAD STE 250SCOTTSDALEAZ85253PUBLICGENERAL FUND$27,815
HADLEY SCHOOL FOR THE BLIND - METZ FUND
700 ELM STWINNETKAIL60093PUBLICGENERAL FUND$7,500
HEARTLAND ALLIANCE - METZ FUND
208 S LASALLE ST 1818CHICAGOIL60604PUBLICGENERAL FUND$7,500
INFANT WELFARE SOCIETY - METZ FUND
3600 W FULLERTON AVECHICAGOIL60647PUBLICGENERAL FUND$7,500
JUNIOR GOLF ASSOCIATION OF ARIZONA
10888 N 19TH AVENUEPHOENIXAZ85029PUBLICGENERAL FUND$35,000
LAWRENCEVILLE SCHOOL
PO BOX 6125LAWRENCEVILLENJ08648PUBLICGENERAL FUND$210,000
LOYOLA ACADEMY
1100 LARAMIE AVENUEWILMETTEIL60091PUBLICGENERAL FUND$55,000
MARYVILLE ACADEMY
1150 N RIVER ROADDES PLAINESIL60016PUBLICGENERAL FUND$101,000
MAYO CLINIC
13400 EAST SHEA BOULEVARDSCOTTSDALEAZ85259PUBLICGENERAL FUND$200,000
MCDOWELL SONORAN CONSERVANCY
16435 N SCOTTSDALE ROADSCOTTSDALEAZ85254PUBLICGENERAL FUND$25,000
NATIONAL HISTORICAL FIRE FOUNDATION
6730 N SCOTTSDALE ROAD STE 250SCOTTSDALEAZ85253PRIVATEOPERATING NEEDS$340,000
NORTH SHORE COUNTRY DAY SCHOOL
310 GREEN BAY ROADWINNETKAIL60093PUBLICGENERAL FUND$10,000
NORTHWEST ACADEMY
1130 SW MAIN STREETPORTLANDOR97205PUBLICGENERAL FUND$46,500
NORTHWESTERN MEMORIAL FOUNDATION - ALUMNAE CONTINUING EDUCATION - METZ FUND
251 EAST HURON STREET GALTERCHICAGOIL60611PUBLICGENERAL FUND$7,500PAVILION SUITE 3-200
NORTHWESTERN MEMORIAL FOUNDATION - CHICAGO MATERNITY CTR - METZ FUND
251 EAST HURON STREET GALTERCHICAGOIL60611PUBLICGENERAL FUND$7,500PAVILION SUITE 3-200
NORTHWESTERN MEMORIAL FOUNDATION - RESEARCH FUND - METZ FUND
251 EAST HURON STREET GALTERCHICAGOIL60611PUBLICGENERAL FUND$7,500PAVILION SUITE 3-200
NORTHWESTERN MEMORIAL FOUNDATION - UNRESTRICTED FUND - METZ FUND
251 EAST HURON STREET GALTERCHICAGOIL60611PUBLICGENERAL FUND$7,500PAVILION SUITE 3-200
NORTHWESTERN UNIVERSITY - ARM MEMORIAL - METZ FUND
2020 RIDGE AVENUEEVANSTONIL60208PUBLICGENERAL FUND$15,000
NORTHWESTERN UNIVERSITY
1201 DAVIS STREETEVANSTONIL60208PUBLICGENERAL FUND$500
NORTHWESTERN UNIVERSITY - MEDICAL SCHOOL FUND - METZ FUND
2020 RIDGE AVENUEEVANSTONIL60208PUBLICGENERAL FUND$7,500
O'CONNOR HOUSE
4455 EAST CAMELBACK ROAD SUITE A215PHOENIXAZ85018PUBLICGENERAL FUND$5,000
OFF THE STREET CLUB - METZ FUND
25 N KARLOV AVECHICAGOIL60624PUBLICGENERAL FUND$7,500
PATHWAYS FOUNDATION
150 N MICHIGAN AVENUE SUITE 2100CHICAGOIL60601PUBLICGENERAL FUND$1,000
PHOENIX CHILDREN'S HOSPITAL FOUNDATION
2929 E CAMELBACK RD 122PHOENIXAZ85016PUBLICGENERAL FUND$52,500
RAVINA FESTIVAL ASSOCIATION
418 SHERIDAN ROADHIGHLAND PARKIL60035PUBLICGENERAL FUND$4,000
REHAB INSTITUTE OF CHICAGO
345 EAST SUPERIOR STREETCHICAGOIL60611PUBLICGENERAL FUND$77,500
SEMESTER AT SEA
PO BOX 400885CHARLOTTESVILLEVA229044885PUBLICGENERAL FUND$1,000
SOUTHER METHODIST UNIVERSITY
PO BOX 750402DALLASTX75275PUBLICGENERAL FUND$2,500
ST JAMES THE LESS CHURCH
550 SUNSET RIDGE ROADNORTHFIELDIL60093PUBLICGENERAL FUND$11,000
THE ANTIQUARIAN SOCIETY
111 S MICHIGAN AVECHICAGOIL60603PUBLICGENERAL FUND$2,000
THE GLOBAL FOODBANKING NETWORK
203 N LASALLE STREETCHICAGOIL60601PUBLICGENERAL FUND$1,000
THE HEARD MUSEUM
2301 NORTH CENTRAL AVEPHOENIXAZ85004PUBLICGENERAL FUND$2,500
UNITED FIRE FIGHTERS ASSOCIATION
61 E COLUMBUS AVEPHOENIXAZ85012PUBLICGENERAL FUND$2,500
UNITED WAYALEXIS DE TOCQUEVILLE
1515 EAST OSBORN ROADPHOENIXAZ85014PUBLICGENERAL FUND$10,000
UNIVERSITY OF CHICAGO - MEDICAL ALUMNI FUND - METZ FUND
1427 EAST 60TH STREET SUITE 120CHICAGOIL60637PUBLICGENERAL FUND$7,500
UNIVERSITY OF SOUTHER CALIFORNIA
USC CAMPUS - UNIVERSITY ADVANCEMENTLOS ANGELESCA90089PUBLICGENERAL FUND$67,500
XAVIER COLLEGE PREPARATORY
4710 N 5TH STREETPHOENIXAZ85012PUBLICGENERAL FUND$50,000
ALZHEIMERS' ASSOCIATION
225 N MICHIGAN AVE 17CHICAGOIL60601PUBLICGENERAL FUND$250
GRAND CANYON TRUST
2601 N FOR VALLEY ROADFLAGSTAFFAZ86001PUBLICGENEARL$10,000
JDRF
1 N LASALLE ST STE 1200CHICAGOIL60602PUBLICGENERAL$1,000
UMOM NEW DAY CENTERS
3333 E VAN BUREN STREETPHOENIXAZ85008PUBLICGENERAL$50,000
TEENLIFE LINE
PO BOX 10745PHOENIXAZ85064PUBLICGENERAL$1,000
UNITED STATES OLYMPIC AND PARALYMPIC FOUNDATION
1 OLYMPIC PLAZACOLORADO SPRINGSCO80909PUBLICGENERAL$25,000
MISSOURI BAPTIST HEALTHCARE FOUNDATION
3015 N BALLAS ROADST LOUISMO63131PUBLICGENERAL$10,000
PORCHLIGHT COUNSELING SERVICES
PO BOX 1080EVANSTONIL60204PUBLICGENERAL$2,000
HOPE COLLEGE
141 E 12TH STREETHOLLANDMI49422PUBLICGENERAL$1,500
BLUE DEER CENTER
PO BOX 905MARGARETVILLENY12455PUBLICGENERAL$10,000
CHILDRENS HEART FOUNDATION
PO BOX 244LINCOLNSHIREIL60069PUBLICGENERAL$1,500
CAMP WESTWIND
7500 N FRASER ROADOTISOR97368PUBLICGENERAL$2,500
UNIVERSITY OF MASSACHUSETTS
333 S SOUTH STREETSHREWSBURYMA01545PUBLICGENERAL$7,500
INSTITUTE OF HEARTMATH
14700 WEST PARK AVEBOULDER CREEKCA95006PUBLICGENERAL$7,500
COLLEGE OF CHARLESTON COUGAR CLUB
66 GEORGE STREETCHARLESTONSC29424PUBLICGENERAL$1,000
UNIVERSITY OF MISSISSIPPI
406 UNIVERSITY AVENUEOXFORDMS38655PUBLICGENERAL$10,000
SCOTTSDALE HEALTHCARE FOUNDATION
10001 N 92ND STREETSCOTTSDALEAZ85258PUBLICGENERAL$2,000
THANC FOUNDATION
10 UNION SQUARE EASTNEW YORKNY10003PUBLICGENERAL$1,000
REEL AID
3018 3RD STREETSANTA MONICACA90405PUBLICGENERAL$5,000
LAKE GEORGE LAND CONSERVANCY
4905 LAKE SHORE DRIVEBOLTON LANDINGNY12814PUBLICGENERAL$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,869,565TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtRecipient Foundation StatusRecipientFoundationStatusTxt
GEORGE WASHINGTON'S FEDRICKSBURG FOUNDATION
GEORGE WASHINGTONS FEDRICKSBURGFOUNDATIONFREDERICKSBURGVA22401GENERAL$25,000
UMOM NEW DAY CENTERS
3333 E VAN BUREN STREETPHOENIXAZ85008GENERAL$50,000PUBLIC
UNITED STATES OLYMPIC AND PARALYMPIC FOUNDATION
1 OLYMPIC PLAZACOLORADO SPRINGSCO80909GENERAL$75,000PUBLIC
NORTHWESTERN MEMORIAL HOSPITAL
251 EAST HURON STREETCHICAGOIL60611GENERAL$250,000PUBLIC
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$400,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$381,384ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$953,936ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,335,320ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,335,320TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOYes (1)RelationshipsNonchrtblEOInd

Relationship Schedule Detail RelationshipScheduleDetail

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1MERIT CLUBBusinessNameLine1Txt
FieldValueIRS element (for citing)
Organization TypeSEC. 501(C)(7)OrganizationTypeDesc
Relationship DescriptionCOMMON BOARD MEMBERSRelationshipDescriptionTxt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtExpended By GranteeExpendedByGranteeAmtAny Diversion By GranteeAnyDiversionByGranteeTxtDates Of Reports By GranteeDatesOfReportsByGranteeTxtVerificationVerificationDt
NATIONAL HISTORIC FIRE FOUNDATION
6730 N SCOTTSDALE ROAD STE 250SCOTTSDALEAZ852532015-12-31$340,000TO 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$340,000NO PART OF GRANT HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSESGRANTEE REPORTS IN 2016 ON USE OF 2015 FUNDS2016-05-15
GLOBE CORPORATION
6730 N SCOTTSDALE ROAD STE 250SCOTTSDALEAZ852532015-12-31$27,815FOR 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$27,815NO PART OF GRANT HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSESGRANTEE REPORTS IN 2016 ON USE OF 2015 FUNDS2016-05-15

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDS (DETAIL AVAILALBE UPON REQUEST)BondNm
EOY Book Value$7,070,434EOYBookValueAmt
EOYFMV$6,283,687EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockINVESTMENTS (DETAIL AVAILABLE UPON REQUEST)StockNm
EOY Book Value$11,862,474EOYBookValueAmt
EOYFMV$15,421,850EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemALTERNATIVE INVESTMENTS (DETAIL AVAILABLE UPON REQUEST)CategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$2,347,014BookValueAmt
EOYFMV$3,385,736EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
NT ACCRUED DIVIDEND$18,066$17,462$17,462
NT ACCRUED INT-$7,266-$7,931-$7,931
RESIDENCE (REMAINDER INTEREST)$0$0$776,117

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
AGENCY FEES$23,618$23,618$0
OTHER INVESTMENT FEES$43,375$43,375$0
OTHER EXPENSES$473$284$189
LESS BROKER FEES REPORTED ON NHFF (36-6111510)-$6,228-$6,228$0

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescPLEDGED CONTRIBUTIONSDesc
BOY Book Value$1,412,410BOYBookValueAmt
EOY Book Value$1,090,944EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$18,708Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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