JAMES AND GAIL MANZ FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- JAMES AND GAIL MANZ FOUNDATION (EIN 20-1410917)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-18
- IRS object ID
- 202641389349100819
- 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
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-18T12:27:55-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 364486321 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HTH CONSULTANTS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 WEST LAKE COOK ROAD STE 290 | AddressLine1Txt |
| City | BUFFALO GROVE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60089 | 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 | 201410917 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES AND GAIL MANZ FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 8479490075 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21375 LAKEVIEW PARKWAY | AddressLine1Txt |
| City | MUNDELEIN | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60060 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES MANZ | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8479490075 | PhoneNum |
| Signature | 2026-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEBRA A HANSELMANN | PreparerPersonNm |
| PTIN | P00417856 | PTIN |
| Phone | 8472470200 | PhoneNum |
| Preparation | 2026-05-13 | 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 | $1,008,364 | 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 | $224,608 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $34,178 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $34,178 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $218,488 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $339,065 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $218,488 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $477,274 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $252,666 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $5,840 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,840 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $7,933 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,933 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,698 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,698 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $16,471 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,471 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $65,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $65,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $81,471 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,471 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $65,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $395,803 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $236,195 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2 | CashBOYAmt |
| Cash EOY | $3 | CashEOYAmt |
| Sav And Temp Cash Invst BOY | -$10,176 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | -$17,683 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | -$17,683 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $724,531 | CorporateStockBOYAmt |
| Corporate Stock EOY | $912,341 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,026,047 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $714,357 | TotalAssetsBOYAmt |
| Total Assets EOY | $894,661 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,008,364 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $18,405 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $24,260 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $18,405 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $24,260 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $695,952 | RetainedEarningBOYAmt |
| Retained Earning EOY | $870,401 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $695,952 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $870,401 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $714,357 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $894,661 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $695,952 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $395,803 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,091,755 | SubtotalAmt |
| Other Decreases | $221,354 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $870,401 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (25 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ACCENTURE PLC IRELAND | P | 2025-02-26 | 2025-08-07 | $5,087 | $7,513 | -$2,426 | -$2,426 |
| DISCOVER FINL SVCS | P | $10,841 | $5,958 | $4,883 | $4,883 | ||
| AMERIPRISE FINL | P | 2025-02-26 | 2025-09-03 | $3,573 | $3,695 | -$122 | -$122 |
| ILLINOIS TOOL WKS | P | 2025-11-04 | $6,839 | $6,501 | $338 | $338 | |
| APPLE INC | P | 2025-02-26 | 2025-07-30 | $1,894 | $2,156 | -$262 | -$262 |
| JP MORGAN CHASE | P | $11,219 | $7,059 | $4,160 | $4,160 | ||
| CROWN CASTLE INC | P | 2024-03-27 | 2025-01-07 | $1,317 | $1,542 | -$225 | -$225 |
| MERCK & CO | P | 2025-05-06 | $8,072 | $9,089 | -$1,017 | -$1,017 | |
| ILLINOIS TOOL WKS | P | 2025-02-26 | 2025-11-04 | $1,710 | $1,828 | -$118 | -$118 |
| NEXTERA ENERGY | P | 2025-07-25 | $5,885 | $6,514 | -$629 | -$629 | |
| KENVUE INC | P | 2025-09-26 | $4,122 | $5,858 | -$1,736 | -$1,736 | |
| PHILLIP MORRIS INTL | P | 2025-01-08 | $2,529 | $2,157 | $372 | $372 | |
| MERCK & CO | P | 2025-02-26 | 2025-05-06 | $1,998 | $2,229 | -$231 | -$231 |
| PHILLIPS 66 | P | 2025-07-25 | $3,117 | $3,681 | -$564 | -$564 | |
| MICROCHIP TECHNOLOGY INC | P | 2025-01-15 | $9,072 | $13,437 | -$4,365 | -$4,365 | |
| SNAP ON INC | P | 2024-03-27 | 2025-10-06 | $1,722 | $1,476 | $246 | $246 |
| PHILLIPS 66 | P | 2025-02-26 | 2025-05-15 | $1,979 | $1,993 | -$14 | -$14 |
| US BANKCORP | P | 2025-09-03 | $4,751 | $5,108 | -$357 | -$357 | |
| UNION PAC CORP | P | 2024-03-27 | 2025-01-08 | $2,537 | $2,674 | -$137 | -$137 |
| ABBVIE INC | D | 1984-05-05 | $224,740 | $1,430 | $223,310 | $223,310 | |
| ACCENTURE PLC IRELAND | P | $12,074 | $13,811 | -$1,737 | -$1,737 | ||
| APPLE INC | P | 2025-07-30 | $3,368 | $2,716 | $652 | $652 | |
| BLACKROCK INC | P | 2025-09-03 | $5,515 | $4,076 | $1,439 | $1,439 | |
| CAPITAL ONE FINL CORP | P | 2024-03-27 | 2025-05-19 | $109 | $69 | $40 | $40 |
| CROWN CASTLE INC | P | 2025-01-07 | $4,918 | $8,007 | -$3,089 | -$3,089 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $218,488 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$9,636 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,283 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,283 | SubtotalAmt |
| Tax Based On Investment Income | $3,283 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,600 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $3,983 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $6,583 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,300 | OverpaymentAmt |
| Applied To ES Tax | $3,300 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JILL KUKSA | IndividualWithBooksNm |
| Phone | 8472470200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 W LAKE COOK RD SUITE 290 | AddressLine1Txt |
| City | BUFFALO GROVE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60089 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| JAMES MANZ | ||||||||
| 21375 W LAKEVIEW PARKWAY | MUNDELEIN | IL | 60060 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| JILL KUKSA | ||||||||
| 750 W LAKE COOK RD STE 290 | BUFFALO GROVE | IL | 60089 | SEC/TREAS | 000.00 | $0 | $0 | $0 |
| DEBRA A HANSELMANN | ||||||||
| 750 W LAKE COOK RD STE 290 | BUFFALO GROVE | IL | 60089 | 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 | $1,000,257 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,911 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,009,168 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,009,168 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,138 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $994,030 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $49,702 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $49,702 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,283 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,283 | TotalTaxAmt |
| Distributable Before Adj | $46,419 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $46,419 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $46,419 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $65,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $65,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $46,419 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $4,813 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $4,813 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $65,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $46,419 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $18,581 | RemainingDistriFromCorpusAmt |
| Total Corpus | $23,394 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $23,394 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $4,813 | ExcessFromYear2Amt |
| Excess From Current Year | $18,581 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES MANZ | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHRIST EPISCOPAL CHURCH OF WAUKEGAN | |||||||
| 410 GRAND AVE | WAUKEGAN | IL | 60085 | NONE | PC | ASSIST CHARITABLE ORGANIZATION | $40,000 |
| MUSEUM OF HORSELESS CARRIAGE | |||||||
| 6865 W HICKORY ROAD | HICKORY CORNERS | MI | 49060 | NONE | PC | ASSIST CHARITABLE ORGANIZATION | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $65,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $34,178 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $218,488 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $252,666 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $252,666 | 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 | JAMES MANZ | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21375 W LAKEVIEW PARKWAY | AddressLine1Txt |
| City | MUNDELEIN | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60060 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $224,608 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 1,105 SHARES OF ABBVIE INC. | NoncashPropertyDesc |
| Fair Market Value | $224,608 | FairMarketValueAmt |
| Received | 2025-02-25 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HTH LLC | CategoryTxt |
| Amt | $5,840 | Amt |
| Net Investment Income | $5,840 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | DETAILS UPON REQUEST | StockNm |
| EOY Book Value | $912,341 | EOYBookValueAmt |
| EOYFMV | $1,026,047 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT FOR CONTRIBUTED STOCK | Desc |
| Amt | $221,354 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO/FROM J. MANZ | Desc |
| BOY Book Value | $18,405 | BOYBookValueAmt |
| EOY Book Value | $24,260 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BANK FEES | $25 | $25 |
| BROKERAGE FEES | $7,908 | $7,908 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX PAID | $67 | $67 |
| FEDERAL TAX | $2,616 | $2,616 |
| TAXES & LICENSES | $15 | $15 |