GURTZ FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- GURTZ FAMILY FOUNDATION (EIN 26-0173765)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-07-23
- IRS object ID
- 201532049349100708
- Schema version
- 2014v5.0
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-07-23T16:56:41-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
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 RD 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 | 2014-01-01 | 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 CO MARLENE GURTZ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GURT | BusinessNameControlTxt |
| Phone | 3126580774 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2140 HYBERNIA DR | 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 | 2015-06-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY T CONRAD | PreparerPersonNm |
| PTIN | P00632050 | PTIN |
| Phone | 6302829500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,486,555 | 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 | $433,237 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $49,182 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $44,072 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $140,104 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $297,507 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $140,104 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $622,523 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $184,176 | 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 |
| Accounting Fees Rev And Expnss | $7,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,875 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,875 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,599 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $538 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $207 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $184 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $23 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,556 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,597 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,898 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $88,085 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $88,085 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $101,641 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,597 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $91,983 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $520,882 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $179,579 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $405,713 | CashBOYAmt |
| Cash EOY | $427,317 | CashEOYAmt |
| Cash EOYFMV | $427,317 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,140,597 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,547,184 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,592,025 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $367,117 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $459,808 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $467,213 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,913,427 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,434,309 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,486,555 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,913,427 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,434,309 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,913,427 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,434,309 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,913,427 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,434,309 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,913,427 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $520,882 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,434,309 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,434,309 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| AMERICAN SMALLCAP WORLD | 2013-12-27 | 2014-01-15 | $1 | $1 | $0 | $0 | |
| EAGLE SAMLLCAP GROWTH | 2013-12-19 | 2014-01-15 | $3 | $3 | $0 | $0 | |
| EATON VANCE WWIDE | 2013-12-18 | 2014-01-15 | $2 | $2 | $0 | $0 | |
| EAGLE SAMLLCAP GROWTH | 2012-02-03 | 2014-01-15 | $40,030 | $29,950 | $10,080 | $10,080 | |
| EAGLE SAMLLCAP GROWTH | 2012-02-03 | 2014-01-15 | $35 | $26 | $9 | $9 | |
| DARDEN RESTAURANTS INC | 2012-02-03 | 2014-05-05 | $24,268 | $25,156 | -$888 | -$888 | |
| AMERICAN SMALLCAP WORLD | 2011-03-21 | 2014-01-15 | $29,979 | $23,772 | $6,207 | $6,207 | |
| AMERICAN SMALLCAP WORLD | 2011-03-21 | 2014-01-15 | $21 | $16 | $5 | $5 | |
| EATON VANCE WWIDE | 2010-02-11 | 2014-01-15 | $32,147 | $24,997 | $7,150 | $7,150 | |
| EATON VANCE WWIDE | 2010-09-09 | 2014-01-15 | $27,109 | $21,794 | $5,315 | $5,315 | |
| EATON VANCE WWIDE | 2010-12-30 | 2014-01-15 | $12 | $10 | $2 | $2 | |
| EATON VANCE WWIDE | 2010-12-30 | 2014-01-15 | $3,727 | $2,969 | $758 | $758 | |
| EATON VANCE WWIDE | 2011-03-21 | 2014-01-15 | $12 | $10 | $2 | $2 | |
| EATON VANCE WWIDE | 2011-03-21 | 2014-01-15 | $1,991 | $1,606 | $385 | $385 | |
| EATON VANCE WWIDE | 2011-03-21 | 2014-04-08 | $28,357 | $23,388 | $4,969 | $4,969 | |
| EATON VANCE WWIDE | 2011-12-29 | 2014-04-08 | $12 | $9 | $3 | $3 | |
| EATON VANCE WWIDE | 2011-12-29 | 2014-04-08 | $4,867 | $3,694 | $1,173 | $1,173 | |
| CAPITAL GAINS DIVIDENDS | $104,934 | $104,934 | $104,934 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $140,104 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $106,496 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,696,729 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.062765 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $45,100 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,205,386 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.037415 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $62,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $890,482 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.069625 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $15,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $392,365 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.038230 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $15,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $82,564 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.181677 | DistributionYr5Rt |
| Total Distribution | 0.389712 | TotalDistributionRt |
| Average Distribution | 0.077942 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,110,452 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $164,493 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,796 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $166,289 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $91,983 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,592 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,592 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,592 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,760 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,760 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $2 | EsPenaltyAmt |
| Tax Due | $1,834 | 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 | 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 | MARLENE GURTZ | IndividualWithBooksNm |
| Phone | 3126580774 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2140 HYBERNIA DR | AddressLine1Txt |
| City | HIGHLAND PARK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 600355501 | 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| MARLENE GURTZ | ||||||||
| 2140 HYBERNIA DRIVE | HIGHLAND PARK | IL | 60035 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| FRANK L GURTZ | ||||||||
| 2520 THORNGATE LANE | RIVERWOODS | IL | 60015 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| TRACY A ROBINSON | ||||||||
| 1545 WINDY HILL DRIVE | NORTHBROOK | IL | 60062 | TREASURER | 2.00 | $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) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,039,812 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $102,779 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,142,591 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,142,591 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $32,139 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,110,452 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $105,523 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $105,523 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,592 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,592 | TotalTaxAmt |
| Distributable Before Adj | $101,931 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $101,931 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $101,931 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $91,983 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $91,983 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $91,983 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $101,931 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $9,922 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $23,419 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $33,341 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $91,983 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $91,983 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $9,948 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $9,948 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $23,393 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $23,393 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $23,393 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
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 (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANN & ROBERT H LURIE CHILDRENS HOSPITAL OF CHICAGO | |||||||
| 225 EAST AVENUE | CHICAGO | IL | 60611 | NONE | PC | EXEMPT PURPOSE OPERATIONS | $25,000 |
| HEARTLAND ANIMAL SHELTER | |||||||
| 2975 NORTH MILWAUKEE AVENUE | NORTHBROOK | IL | 60062 | NONE | PC | EXEMPT PURPOSE OPERATIONS | $10,000 |
| NORTHFIELD TOWNSHIP FOOD PANTRY | |||||||
| 3801 WEST LAKE AVENUE SUITE 101 | GLENVIEW | IL | 60026 | NONE | PC | EXEMPT PURPOSE OPERATIONS | $2,500 |
| NORTHWESTERN MEMORIAL HOSPITAL | |||||||
| 675 NORTH ST CLAIR STREET | CHICAGO | IL | 60611 | NONE | PC | BLUHM CARDIOVASCULAR INSTITUTE | $20,000 |
| RORY DAVID DEUTSCH FOUNDATION | |||||||
| PO BOX 547 | HIGHLAND PARK | IL | 60035 | 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 |
| THE JENNIFER LYNN SNYDER TEEN HEART FOUNDATION | |||||||
| 2732 SPENSER COURT | NORTHBROOK | IL | 60062 | NONE | PC | EXEMPT PURPOSE OPERATIONS | $10,000 |
| BURT FAMILY FOUNDATION | |||||||
| 1660 LINCOLN STREET | DENVER | CO | 80264 | NONE | PC | EXEMPT PURPOSE OPERATIONS | $585 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $88,085 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $49,182 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $140,104 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $189,286 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $189,286 | 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 | 0 | 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 DR | HIGHLAND PARK | IL | 600355501 | $103,342 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,750 | Amt |
| Net Investment Income | $3,875 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,875 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $459,808 | EOYBookValueAmt |
| EOYFMV | $467,213 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MUTUAL FUNDS | StockNm |
| EOY Book Value | $1,547,184 | EOYBookValueAmt |
| EOYFMV | $1,592,025 | 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 | $0 |
| BANK ACCOUNT FEE | $42 | $34 | $8 |
| ANNUAL REPORT FILING FEE | $15 | $0 | $15 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $5,061 | $0 | $0 |
| FOREIGN TAXES | $538 | $538 | $0 |
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