GURTZ FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- GURTZ FAMILY FOUNDATION (EIN 26-0173765)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-07
- IRS object ID
- 202621279349101442
- Schema version
- 2025v4.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-07T14:39:58-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363886265 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHEN ACCOUNTING & TAX SERVICE INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5225 OLD ORCHARD RD STE 40 | AddressLine1Txt |
| City | SKOKIE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60077 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | 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 GURTZ ELECTRIC COMPANY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GURT | BusinessNameControlTxt |
| Phone | 8477342400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 77 WEST SEEGERS ROAD | AddressLine1Txt |
| City | ARLINGTON HEIGHTS | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRANK L GURTZ | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8477342400 | PhoneNum |
| Signature | 2026-04-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID COHEN | PreparerPersonNm |
| PTIN | P00187685 | PTIN |
| Phone | 8474709150 | PhoneNum |
| Preparation | 2026-05-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,036,751 | 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 | $329,895 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $132,685 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $132,685 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $132,685 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $180,258 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $180,258 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $180,258 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $461,498 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,602,124 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,555 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,104,336 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $320,498 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $312,943 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $4,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $104,088 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $104,088 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $104,088 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,518 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,518 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $113,106 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $113,106 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $108,588 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $620,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $620,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $733,106 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $113,106 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $728,588 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $371,230 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $207,392 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $312,943 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $117,415 | CashBOYAmt |
| Cash EOY | $196,811 | CashEOYAmt |
| Cash EOYFMV | $196,811 | CashEOYFMVAmt |
| Corporate Stock BOY | $6,086,626 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,328,868 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,231,898 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,419,691 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,469,283 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,608,042 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $9,623,732 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,994,962 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,036,751 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $9,623,732 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,994,962 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,623,732 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,994,962 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,623,732 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,994,962 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,623,732 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $371,230 | ExcessRevenueOverExpensesAmt |
| Subtotal | $9,994,962 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $9,994,962 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,555 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,883 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,883 | SubtotalAmt |
| Tax Based On Investment Income | $2,883 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,770 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,770 | TotalPaymentsAndCreditsAmt |
| Tax Due | $113 | TaxDueAmt |
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 |
| 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 | false | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | FRANK L GURTZ | IndividualWithBooksNm |
| Phone | 8477342400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 77 W SEEGERS RD | AddressLine1Txt |
| City | ARLINGTON HEIGHTS | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60005 | 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 |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| FRANK L GURTZ | ||||||||
| 77 W SEEGERS RD | ARLINGTON HEIGHTS | IL | 60005 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| TRACY A ROBINSON | ||||||||
| 1047 OXFORD RD | DEERFIELD | IL | 60015 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,437,366 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $172,585 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,609,951 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $12,609,951 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $189,149 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,420,802 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $621,040 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $621,040 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,883 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,883 | TotalTaxAmt |
| Distributable Before Adj | $618,157 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $618,157 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $618,157 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $728,588 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $728,588 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $618,157 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $7,876 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,876 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $728,588 | QualifyingDistributionsAmt |
| Applied To Current Year | $618,157 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $110,431 | RemainingDistriFromCorpusAmt |
| Total Corpus | $118,307 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $118,307 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $7,876 | ExcessFromYear1Amt |
| Excess From Current Year | $110,431 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN HEART ASSOCIATION | ||||||||
| PO BOX 840692 | DALLAS | TX | 75284 | NONE | PC | EXEMPT PURPOSE OPERATIONS | $10,000 | |
| CHARLIE PROJECT DOG RESCUE | ||||||||
| 1605 PHEASANT AVENUE | TWIN LAKES | WI | 53181 | NONE | PC | EXEMPT PURPOSE OPERATIONS | $20,000 | |
| CHICAGO ARCHITECTURE CENTER | ||||||||
| 111 E WACKER DR | CHICAGO | IL | 60601 | NONE | PC | EXEMPT PURPOSE OPERATIONS | $15,000 | |
| CHICAGO COALITION TO END HOMELESS | ||||||||
| 70 EAST LAKE STREET | CHICAGO | IL | 60601 | NONE | PC | EXEMPT PURPOSE OPERATIONS | $10,000 | SUITE 720 |
| CHICAGO GREATER FOOD DEPOSITORY | ||||||||
| 4100 W ANN LURIE PL | CHICAGO | IL | 60632 | NONE | PC | EXEMPT PURPOSE OPERATIONS | $10,000 | |
| CHICAGOLAND LAB RESCUE | ||||||||
| 935 JUDSON AVE | HIGHLAND PARK | IL | 60035 | NONE | PC | EXEMPT PURPOSE OPERATIONS | $5,000 | |
| DANCERING WHILE CANCERING | ||||||||
| PO BOX 565 | GLENCOE | IL | 60022 | NONE | PC | EXEMPT PURPOSE OPERATIONS | $15,000 | |
| FELDMAN FAMILY FOUNDATION | ||||||||
| 1086 FRANZ DRIVE | LAKE FOREST | IL | 60045 | NONE | POF | EXEMPT PURPOSE OPERATIONS | $40,000 | |
| HEARTLAND ANIMAL SHELTER | ||||||||
| 586 PALWAUKEE DRIVE | WHEELING | IL | 60090 | NONE | PC | EXEMPT PURPOSE OPERATIONS | $15,000 | |
| HFS CHICAGO SCHOLARS | ||||||||
| 1074 W TAYLOR ST | CHICAGO | IL | 60607 | NONE | PC | EXEMPT PURPOSE OPERATIONS | $20,000 | SUITE 201 |
| HIRE 360 | ||||||||
| 2540 S STATE ST | CHICAGO | IL | 60616 | NONE | PC | EXEMPT PURPOSE OPERATIONS | $10,000 | |
| JENNIFER LYNN SNYDER FOUNDATION | ||||||||
| 1060 DONEGAL LANE | NORTHBROOK | IL | 60062 | NONE | POF | EXEMPT PURPOSE OPERATIONS | $5,000 | |
| JEWISH UNITED FUND OF METRO CHGO | ||||||||
| 30 S WELLS ST | CHICAGO | IL | 60606 | NONE | PC | EXEMPT PURPOSE OPERATIONS | $15,000 | ROOM 3134 |
| LES TURNER ALS FOUNDATION | ||||||||
| 5550 W TOUHY AVENUE | SKOKIE | IL | 60077 | NONE | PC | EXEMPT PURPOSE OPERATIONS | $7,500 | SUITE 302 |
| LURIE CHILDRENS HOSPITAL FDN | ||||||||
| DEPT 4586 | CAROL STREAM | IL | 60122 | NONE | POF | EXEMPT PURPOSE OPERATIONS | $50,000 | |
| MAKE-A-WISH FOUNDATION | ||||||||
| 640 N LASALLE DR | CHICAGO | IL | 60654 | NONE | POF | EXEMPT PURPOSE OPERATIONS | $40,000 | SUITE 280 |
| NORTHWESTERN MEMORIAL FOUNDATION | ||||||||
| 541 N FAIRBANKS CT | CHICAGO | IL | 60611 | NONE | POF | EXEMPT PURPOSE OPERATIONS | $75,000 | SUITE 800 |
| PARKINSON'S FOUNDATION | ||||||||
| 2991 LEXINGTON LANE | HIGHLAND PARK | IL | 60035 | NONE | POF | EXEMPT PURPOSE OPERATIONS | $7,500 | |
| PAWS CHICAGO | ||||||||
| 1997 N CLYBOURN AVE | CHICAGO | IL | 60614 | NONE | PC | EXEMPT PURPOSE OPERATIONS | $10,000 | |
| RONALD MCDONALD HOUSE | ||||||||
| 1301 W 22ND STREET | OAK BROOK | IL | 60523 | NONE | PC | EXEMPT PURPOSE OPERATIONS | $40,000 | SUITE 905 |
| RORY DAVID DEUTCH FOUNDATION | ||||||||
| 1151 HILLARY LANE | HIGHLAND PARK | IL | 60035 | NONE | POF | EXEMPT PURPOSE OPERATIONS | $25,000 | |
| SATURDAY PLACE | ||||||||
| 210 W ILLINOIS ST | CHICAGO | IL | 60654 | NONE | PC | EXEMPT PURPOSE OPERATIONS | $25,000 | |
| ST JUDE HOSPITAL | ||||||||
| P O BOX 167 | MEMPHIS | TN | 38101 | NONE | PC | EXEMPT PURPOSE OPERATIONS | $50,000 | |
| THE ANTI-CRUELTY SOCIETY | ||||||||
| 510 N LASLLE DR | CHICAGO | IL | 60654 | NONE | PC | EXEMPT PURPOSE OPERATIONS | $15,000 | |
| THE ARK | ||||||||
| 6450 N CALIFORNIA AVE | CHICAGO | IL | 60645 | NONE | PC | EXEMPT PURPOSE OPERATIONS | $5,000 | |
| THE WELL RESOURCE CENTER | ||||||||
| 6160 W HIGGINS AVE | CHICAGO | IL | 60630 | NONE | PC | EXEMPT PURPOSE OPERATIONS | $20,000 | |
| TUNNELS TO TOWERS | ||||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | NONE | PC | EXEMPT PURPOSE OPERATIONS | $10,000 | |
| ZACHARIAS CENTER | ||||||||
| 4725 OLD GRAND AVENUE | GURNEE | IL | 60031 | NONE | PC | EXEMPT PURPOSE OPERATIONS | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $620,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $132,685 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $180,258 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,555 | ExclusionAmt |
| Related Or Exempt Function Incm | $453,943 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $320,498 | ExclusionAmt |
| Related Or Exempt Function Incm | $453,943 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $774,441 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | GURTZ CLAT | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 77 WEST SEEGERS ROAD | AddressLine1Txt |
| City | ARLINGTON HEIGHTS | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60005 | ZIPCd |
| 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 | $4,500 | Amt |
| Net Investment Income | $4,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,500 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| SHORT TERM COVERED TRANSACTIONS | 2025-12 | PURCHASE | 2025-12 | $795,737 | $805,788 | -$10,051 |
| LONG TERM COVERED TRANSACTION | 2025-12 | PURCHASE | 2025-12 | $2,797,622 | $2,334,260 | $463,362 |
| 15 SHARES OF NEXTERA ENERGY | 2017-10 | PURCHASE | 2025-12 | $1,206 | $578 | $628 |
| RAYONIER INCORPORATED | 2022-12 | PURCHASE | 2025-12 | $4 | $4 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $3,469,283 | EOYBookValueAmt |
| EOYFMV | $3,608,042 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITIES | $5,938,992 | $8,836,842 |
| EXCHANGE TRADED AND CLOSED END FUNDS | $25,334 | $25,312 |
| MUTUAL FUNDS | $364,542 | $369,744 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNT MAGANEMENT FEES | CategoryTxt |
| Amt | $104,088 | Amt |
| Net Investment Income | $104,088 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $104,088 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES - MORGAN STANLEY | $4,503 | $4,503 |
| ILLINOIS TAX | $15 | $15 |
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