STRATEGY STUDIO / PUBLIC DATA EXPLORER

JAMES AND GAIL MANZ FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
JAMES AND GAIL MANZ FOUNDATION (EIN 20-1410917)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-06
IRS object ID
202121269349102207
Schema version
2020v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-05-06T11:18:30-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN364486321PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HTH LLC CPA'SBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11860 WINCHESTER RD SUITE 103AddressLine1Txt
CityLIBERTYVILLECityNm
State AbbreviationILStateAbbreviationCd
ZIP600485312ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201410917EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JAMES AND GAIL MANZ FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJAMEBusinessNameControlTxt
Phone8479490075PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line121375 LAKEVIEW PARKWAYAddressLine1Txt
CityMUNDELEINCityNm
State AbbreviationILStateAbbreviationCd
ZIP60060ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES MANZPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8479490075PhoneNum
Signature2021-04-27SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJAMESPersonFirstNm
Person LastMANZPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDEBRA A HANSELMANNPreparerPersonNm
PTINP00417856PTIN
Phone8472470200PhoneNum
Preparation2021-04-27PreparationDt
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$142,539FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$135,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$1,249DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,249DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$96NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,861GrossSalesPriceAmt
Total Rev And Expnss$136,153TotalRevAndExpnssAmt
Total Net Invst Incm$1,249TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$2,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,000AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$356OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$356OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$20TaxesRevAndExpnssAmt
Taxes Net Invst Incm$20TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$2,376TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,376TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,376TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,376TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$133,777ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$565SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$4,729SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$4,729SavAndTempCashInvstEOYFMVAmt
Corporate Stock EOY$131,623CorporateStockEOYAmt
Corporate Stock EOYFMV$137,810CorporateStockEOYFMVAmt
Total Assets BOY$565TotalAssetsBOYAmt
Total Assets EOY$136,352TotalAssetsEOYAmt
Total Assets EOYFMV$142,539TotalAssetsEOYFMVAmt
Other Liabilities BOY$4,005OtherLiabilitiesBOYAmt
Other Liabilities EOY$6,015OtherLiabilitiesEOYAmt
Total Liabilities BOY$4,005TotalLiabilitiesBOYAmt
Total Liabilities EOY$6,015TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY-$3,440NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$130,337NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY-$3,440TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$130,337TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$565TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$136,352TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY-$3,440TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$133,777ExcessRevenueOverExpensesAmt
Subtotal$130,337SubtotalAmt
Tot Net Ast Or Fund Balances EOY$130,337TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
2 MICROSOFT CORPD2020-08-312020-11-04$435$449-$14-$14
1 APPLE INCD2020-08-312020-11-04$115$128-$13-$13
32 BCE INCD2020-08-312020-11-02$1,292$1,380-$88-$88
FieldValueIRS element (for citing)
Capital Gain Net Income-$96CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJILL KUKSAIndividualWithBooksNm
Phone8472470200PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11860 WINCHESTER RD SUITE 103AddressLine1Txt
CityLIBERTYVILLECityNm
State AbbreviationILStateAbbreviationCd
ZIP60048ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JAMES MANZ
21375 W LAKEVIEW PARKWAYMUNDELEINIL60060PRESIDENT2.00$0$0$0
JILL KUKSA
1860 W WINCHESTER ROAD SUITE 103LIBERTYVILLEIL60048SEC/TREAS0.50$0$0$0
DEBRA A HANSELMANN
1860 W WINCHESTER ROAD SUITE 103LIBERTYVILLEIL60048DIRECTOR0.25$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$44,080AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$13,076AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$57,156TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$57,156AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$857CashDeemedCharitableAmt
Net Vl Noncharitable Assets$56,299NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,815MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,815MinimumInvestmentReturnAmt
Distributable Before Adj$2,815DistributableBeforeAdjAmt
Distributable Before Ded$2,815DistributableBeforeDedAmt
Distributable As Adjusted$2,815DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$0ExpensesAndContributionsAmt
Qualifying Distributions$0QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,815DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$81,809ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$9,480ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$9,732ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$101,021TotalExcessDistributionCyovAmt
Excess Distri Cyov App CY Corpus$2,815ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$2,815ExcessDistributionCyovAppCYAmt
Total Corpus$98,206TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$78,994ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$19,212ExcessDistriCyovToNextYrAmt
Excess From Year4$9,480ExcessFromYear4Amt
Excess From Year3$9,732ExcessFromYear3Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJAMES MANZContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,249ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$96ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,153ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,153TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJAMES MANZContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line121375 W LAKEVIEW PARKWAYAddressLine1Txt
CityMUNDELEINCityNm
State AbbreviationILStateAbbreviationCd
ZIP60060ZIPCd
FieldValueIRS element (for citing)
Total Contributions$135,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryHTH LLCCategoryTxt
Amt$2,000Amt
Net Investment Income$2,000NetInvestmentIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockDETAILS UPON REQUESTStockNm
EOY Book Value$131,623EOYBookValueAmt
EOYFMV$137,810EOYFMVAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescDUE TO/FROM J. MANZDesc
BOY Book Value$4,005BOYBookValueAmt
EOY Book Value$6,015EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryBROKERAGE FEESCategoryTxt
Amt$356Amt
Net Investment Income$356NetInvestmentIncomeAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonJAMES MANZPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line121375 LAKEVIEW PARKWAYAddressLine1Txt
CityMUNDELEINCityNm
State AbbreviationILStateAbbreviationCd
ZIP60060ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
SECRETARY OF STATE$10$10
FEDERAL TAX PAID$10$10