JAMES AND GAIL MANZ FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JAMES AND GAIL MANZ FOUNDATION (EIN 20-1410917)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-02
- IRS object ID
- 202521229349100927
- Schema version
- 2024v5.0
- 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 | 2025-05-02T11:15:06-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEBRA A HANSELMANN | PreparerPersonNm |
| PTIN | P00417856 | PTIN |
| Phone | 8472470200 | PhoneNum |
| Preparation | 2025-04-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $780,929 | 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 | $171,394 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $25,546 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,546 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $169,503 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $218,289 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $169,503 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $366,443 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $195,049 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $5,015 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,015 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $6,010 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,010 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,997 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,997 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $14,022 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,022 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $35,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $35,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $49,022 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,022 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $35,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $317,421 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $181,027 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $2 | CashEOYAmt |
| Sav And Temp Cash Invst BOY | -$8,215 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | -$10,176 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | -$10,176 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $564,645 | CorporateStockBOYAmt |
| Corporate Stock EOY | $724,531 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $791,105 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $556,430 | TotalAssetsBOYAmt |
| Total Assets EOY | $714,357 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $780,929 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $13,390 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $18,405 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $13,390 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $18,405 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $543,040 | RetainedEarningBOYAmt |
| Retained Earning EOY | $695,952 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $543,040 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $695,952 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $556,430 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $714,357 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $543,040 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $317,421 | ExcessRevenueOverExpensesAmt |
| Subtotal | $860,461 | SubtotalAmt |
| Other Decreases | $164,509 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $695,952 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CHEVRON CORP | P | 2023-04-17 | 2024-01-04 | $615 | $685 | -$70 | -$70 |
| ISHARES TR IS 1-5 YR | P | 2020-08-31 | 2024-01-04 | $613 | $661 | -$48 | -$48 |
| HONEYWELL INTL INC. | P | 2023-04-17 | 2024-01-24 | $2,815 | $2,764 | $51 | $51 |
| JPMORGAN CHASE & CO. | P | 2021-04-06 | $1,846 | $1,522 | $324 | $324 | |
| MERCK & CO. INC | P | 2024-03-27 | 2024-10-02 | $3,405 | $3,915 | -$510 | -$510 |
| LOCKHEED MARTIN CORP | P | 2024-12-02 | $5,203 | $4,881 | $322 | $322 | |
| PEPSICO INC | P | 2024-03-27 | 2024-10-02 | $1,521 | $1,562 | -$41 | -$41 |
| MERCK & CO. INC. | P | $2,747 | $2,501 | $246 | $246 | ||
| PHILIP MORRIS INTL INC. | P | 2023-02-02 | 2024-01-04 | $575 | $619 | -$44 | -$44 |
| MICROSOFT CORP | P | $2,902 | $1,959 | $943 | $943 | ||
| US BANKCORP DEL | P | 2023-02-02 | 2024-01-04 | $1,244 | $1,430 | -$186 | -$186 |
| PEPSICO INC | P | 2024-10-02 | $8,281 | $8,003 | $278 | $278 | |
| VERIZON COMMUNICATIONS | P | 2023-02-02 | 2024-01-04 | $751 | $791 | -$40 | -$40 |
| PHILLIPS 66 | P | $3,572 | $2,148 | $1,424 | $1,424 | ||
| ACCENTURE PLC IRELAND | P | 2022-12-14 | 2024-01-04 | $677 | $593 | $84 | $84 |
| PROLONGIS INC | P | 2022-12-14 | 2024-01-04 | $1,167 | $1,108 | $59 | $59 |
| AMERIPRISE FINL INC | P | 2022-12-14 | $2,453 | $1,967 | $486 | $486 | |
| ABBVIE INC | D | 1984-05-05 | $167,282 | $1,205 | $166,077 | $166,077 | |
| AMGEN INC | P | 2022-12-14 | 2024-01-04 | $905 | $816 | $89 | $89 |
| CISCO SYS INC | P | 2021-04-06 | 2024-01-04 | $957 | $987 | -$30 | -$30 |
| DISCOVER FINL SVCS | P | 2022-12-14 | 2024-01-04 | $1,550 | $1,481 | $69 | $69 |
| HOME DEPOT INC | P | 2022-12-14 | 2024-01-04 | $681 | $675 | $6 | $6 |
| HONEYWELL INTL INC | P | 2024-01-24 | $6,032 | $5,990 | $42 | $42 | |
| ISHARES IBOXX HIGH YIELD | P | 2021-04-06 | 2024-01-04 | $461 | $523 | -$62 | -$62 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $169,503 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$840 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,516 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,516 | SubtotalAmt |
| Tax Based On Investment Income | $2,516 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,500 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,500 | TotalPaymentsAndCreditsAmt |
| Tax Due | $16 | 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 | 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 | 1860 WINCHESTER RD SUITE 103 | AddressLine1Txt |
| City | LIBERTYVILLE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60048 | 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 | $753,646 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $14,956 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $768,602 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $768,602 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,529 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $757,073 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $37,854 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $37,854 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,516 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,516 | TotalTaxAmt |
| Distributable Before Adj | $35,338 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $35,338 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $35,338 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $35,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $35,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $35,338 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $5,151 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,151 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $35,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $35,000 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $338 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $338 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,813 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $4,813 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $4,813 | ExcessFromYear1Amt |
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
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRIST EPISCOPAL CHURCH OF WAUKEGAN | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 410 GRAND AVE | AddressLine1Txt |
| City | WAUKEGAN | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60085 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | ASSIST CHARITABLE ORGANIZATION | GrantOrContributionPurposeTxt |
| Amt | $35,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $35,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,546 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $169,503 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $195,049 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $195,049 | 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 | $171,394 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 965 SHARES OF ABBVIE INC. | NoncashPropertyDesc |
| Fair Market Value | $171,394 | FairMarketValueAmt |
| Received | 2024-03-22 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HTH LLC | CategoryTxt |
| Amt | $5,015 | Amt |
| Net Investment Income | $5,015 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | DETAILS UPON REQUEST | StockNm |
| EOY Book Value | $724,531 | EOYBookValueAmt |
| EOYFMV | $791,105 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT FOR CONTRIBUTED STOCK | Desc |
| Amt | $164,509 | 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 | $13,390 | BOYBookValueAmt |
| EOY Book Value | $18,405 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKERAGE FEES | CategoryTxt |
| Amt | $6,010 | Amt |
| Net Investment Income | $6,010 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX PAID | $57 | $57 |
| FEDERAL TAX | $2,925 | $2,925 |
| TAXES & LICENSES | $15 | $15 |