GURTZ FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- GURTZ FAMILY FOUNDATION (EIN 26-0173765)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-06-18
- IRS object ID
- 201411699349100606
- Schema version
- 2013v3.0
- 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 | 2014-06-18T15:52:10-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362985665 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOLF & COMPANY LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 S MEYERS RD SUITE 500 | AddressLine1 |
| City | OAKBROOK TERRACE | City |
| State | IL | State |
| ZIP Code | 601815209 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | HIGHLAND PARK | City |
| State | IL | State |
| ZIP Code | 600355501 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARLENE GURTZ | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3126580774 | PhoneNum |
| Signature | 2014-06-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN F LUTZ | PreparerPersonNm |
| PTIN | P00174813 | PTIN |
| Phone | 6305454500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,068,283 | 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 | $332,655 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $31,861 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $30,999 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $61,224 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $86,567 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $61,224 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $425,740 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $92,223 | 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 | $7,730 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,865 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,865 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,053 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $267 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $181 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $150 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $31 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,964 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,282 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,896 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $110,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $102,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $119,064 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,282 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $106,496 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $306,676 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $87,941 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $632,021 | CashBOYAmt |
| Cash EOY | $405,713 | CashEOYAmt |
| Cash EOYFMV | $405,713 | CashEOYFMVAmt |
| Corporate Stock BOY | $713,574 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,140,597 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,299,137 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $261,156 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $367,117 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $363,433 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,606,751 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,913,427 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,068,283 | 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 | $1,606,751 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,913,427 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,606,751 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,913,427 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,606,751 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,913,427 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,606,751 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $306,676 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,913,427 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,913,427 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| INVESCO SENIOR INCOME TRUST | 2012-05-01 | 2013-04-03 | $106 | $92 | $14 | $14 | |
| INVESCO SENIOR INCOME TRUST | 2012-06-01 | 2013-04-03 | $6 | $5 | $1 | $1 | |
| INVESCO SENIOR INCOME TRUST | 2012-06-01 | 2013-04-03 | $111 | $93 | $18 | $18 | |
| INVESCO SENIOR INCOME TRUST | 2012-07-02 | 2013-04-03 | $105 | $93 | $12 | $12 | |
| INVESCO SENIOR INCOME TRUST | 2012-08-01 | 2013-04-03 | $6 | $5 | $1 | $1 | |
| INVESCO SENIOR INCOME TRUST | 2012-08-01 | 2013-04-03 | $106 | $94 | $12 | $12 | |
| INVESCO SENIOR INCOME TRUST | 2012-09-04 | 2013-04-03 | $106 | $95 | $11 | $11 | |
| INVESCO SENIOR INCOME TRUST | 2012-10-01 | 2013-04-03 | $6 | $5 | $1 | $1 | |
| INVESCO SENIOR INCOME TRUST | 2012-10-01 | 2013-04-03 | $106 | $95 | $11 | $11 | |
| INVESCO SENIOR INCOME TRUST | 2012-11-01 | 2013-04-03 | $100 | $93 | $7 | $7 | |
| INVESCO SENIOR INCOME TRUST | 2012-12-03 | 2013-04-03 | $6 | $5 | $1 | $1 | |
| INVESCO SENIOR INCOME TRUST | 2012-12-03 | 2013-04-03 | $123 | $113 | $10 | $10 | |
| INVESCO SENIOR INCOME TRUST | 2013-01-03 | 2013-04-03 | $117 | $110 | $7 | $7 | |
| INVESCO SENIOR INCOME TRUST | 2013-02-01 | 2013-04-03 | $6 | $5 | $1 | $1 | |
| INVESCO SENIOR INCOME TRUST | 2013-02-01 | 2013-04-03 | $111 | $111 | $0 | $0 | |
| INVESCO SENIOR INCOME TRUST | 2013-03-01 | 2013-04-03 | $111 | $111 | $0 | $0 | |
| INVESCO SENIOR INCOME TRUST | 2013-04-01 | 2013-04-03 | $6 | $6 | $0 | $0 | |
| INVESCO SENIOR INCOME TRUST | 2013-04-01 | 2013-04-03 | $111 | $114 | -$3 | -$3 | |
| INVESCO SENIOR INCOME TRUST | 2013-04-01 | 2013-04-03 | $1 | $1 | $0 | $0 | |
| INVESCO SENIOR INCOME TRUST | 2012-03-06 | 2013-04-03 | $19,811 | $16,711 | $3,100 | $3,100 | |
| INVESCO SENIOR INCOME TRUST | 2012-03-06 | 2013-04-03 | $106 | $93 | $13 | $13 | |
| GULF POWER | 2010-01-29 | 2013-07-16 | $7,225 | $7,293 | -$68 | -$68 | |
| CAPITAL GAINS DIVIDENDS | $58,075 | $58,075 | $58,075 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $61,224 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $45,100 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,205,386 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.037415 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $62,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $890,482 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.069625 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $15,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $392,365 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.038230 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $15,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $82,564 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.181677 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $10,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $62,518 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.159954 | DistributionYr5Rt |
| Total Distribution | 0.486901 | TotalDistributionRt |
| Average Distribution | 0.097380 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,696,729 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $165,227 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $879 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $166,106 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $106,496 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,759 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,759 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,759 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $17 | EsPenaltyAmt |
| Tax Due | $1,776 | 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 | AddressLine1 |
| City | HIGHLAND PARK | City |
| State | IL | State |
| ZIP Code | 600355501 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $1,528,584 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $193,984 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,722,568 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,722,568 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,839 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,696,729 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $84,836 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $84,836 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,759 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,759 | TotalTaxAmt |
| Distributable Before Adj | $83,077 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $83,077 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $83,077 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $106,496 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $106,496 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $106,496 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $83,077 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $9,922 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $9,922 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $106,496 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $83,077 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $23,419 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $33,341 | 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 | $33,341 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $9,922 | ExcessFromYear2Amt |
| Excess From Current Year | $23,419 | ExcessFromCurrentYearAmt |
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 | AddressLine1 |
| City | HIGHLAND PARK | City |
| State | IL | State |
| ZIP Code | 60035 | ZIPCode |
| 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 (11 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| THE TURNER CONSTRUCTION COMPANY FOUNDATION | |||||||
| 3 PARAGON DRIVE | MONTVALE | NJ | 07645 | NONE | PF | EXEMPT PURPOSE OPERATIONS | $7,500 |
| MASSACHUSETTS GENERAL HOSPITAL | |||||||
| 165 CAMBRIDGE STREET SUITE 600 | BOSTON | MA | 02114 | NONE | PC | GENITOURINARY CANCER RESEARCH FUND | $100 |
| NORTHWESTERN MEMORIAL HOSPITAL | |||||||
| 675 NORTH ST CLAIR STREET | CHICAGO | IL | 60611 | NONE | PC | BLUHM CARDIOVASCULAR INSTITUTE | $10,000 |
| RORY DAVID DEUTSCH FOUNDATION | |||||||
| PO BOX 547 | HIGHLAND PARK | IL | 60035 | 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 |
| HEARTLAND ANIMAL SHELTER | |||||||
| 2975 NORTH MILWAUKEE AVENUE | NORTHBROOK | IL | 60062 | NONE | PC | EXEMPT PURPOSE OPERATIONS | $5,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PC | EXEMPT PURPOSE OPERATIONS | $5,000 |
| RONALD MCDONALD HOUSE CHARITIES INC | |||||||
| ONE KROC DRIVE | OAK BROOK | IL | 60523 | NONE | PC | EXEMPT PURPOSE OPERATIONS | $5,000 |
| ANN & ROBERT H LURIE CHILDRENS HOSPITAL OF CHICAGO | |||||||
| 225 EAST AVENUE | CHICAGO | IL | 60611 | NONE | PC | EXEMPT PURPOSE OPERATIONS | $5,000 |
| THE JENNIFER LYNN SNYDER TEEN HEART FOUNDATION | |||||||
| 2732 SPENSER COURT | NORTHBROOK | IL | 60062 | NONE | PC | EXEMPT PURPOSE OPERATIONS | $10,000 |
| B'NAI JEHOSHUA BETH ELOHIM | |||||||
| 1201 LAKE COOK ROAD | DEERFIELD | IL | 60015 | NONE | PC | EXEMPT PURPOSE OPERATIONS | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $110,100 | 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 | $31,861 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $61,224 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $93,085 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $93,085 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GURTZ CLAT | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1501 NJ2-130-03-31 | AddressLine1 |
| City | PENNINGTON | City |
| State | NJ | State |
| ZIP Code | 085341501 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $329,895 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,730 | Amt |
| Net Investment Income | $3,865 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,865 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $367,117 | EOYBookValueAmt |
| EOYFMV | $363,433 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MUTUAL FUNDS | StockNm |
| EOY Book Value | $1,140,597 | EOYBookValueAmt |
| EOYFMV | $1,299,137 | 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 | $16 | $0 | $16 |
| 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 | $786 | $0 | $0 |
| FOREIGN TAXES | $267 | $267 | $0 |
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