JAMES AND GAIL MANZ FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- JAMES AND GAIL MANZ FOUNDATION (EIN 20-1410917)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-04-25
- IRS object ID
- 201331159349100203
- Schema version
- 2012v2.1
- 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
- Compensation Explanation
- Legal Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-04-25T10:19:12-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HTH LLC CPA'S | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 PETERSON ROAD | AddressLine1 |
| City | LIBERTYVILLE | City |
| State | IL | State |
| ZIP Code | 600481011 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201410917 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES AND GAIL MANZ FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JAME | NameControl |
| Phone | 8479490075 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21375 LAKEVIEW PARKWAY | AddressLine1 |
| City | MUNDELEIN | City |
| State | IL | State |
| ZIP Code | 60060 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES MANZ | Name |
| Title | PRESIDENT | Title |
| Phone | 8479490075 | Phone |
| Date Signed | 2013-04-22 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JILL L KUKSA CPA | Name |
| Phone | 8472470200 | Phone |
| Date Prepared | 2013-04-22 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 69190 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 30000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 27 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 27 | InterestOnSavingsNetInvstIncm |
| Total Revenue And Expenses | 30027 | TotalRevenueAndExpenses |
| Total Net Investment Income | 27 | TotalNetInvestmentIncome |
| Legal Fees Rev And Expnss | 250 | LegalFeesRevAndExpnss |
| Accounting Fees Rev And Expnss | 1670 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1670 | AccountingFeesNetInvstIncm |
| Taxes Rev And Expnss | 25 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 25 | TaxesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 1945 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1695 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 13350 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 13350 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 15295 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1695 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 13350 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 14732 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 0 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 54458 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 69190 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 69190 | SavingsAndTempCashInvstEOYFMV |
| Total Assets BOY | 54458 | TotalAssetsBOY |
| Total Assets EOY | 69190 | TotalAssetsEOY |
| Total Assets EOYFMV | 69190 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 54458 | UnrestrictedBOY |
| Unrestricted EOY | 69190 | UnrestrictedEOY |
| Total Net Assets BOY | 54458 | TotalNetAssetsBOY |
| Total Net Assets EOY | 69190 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 54458 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 69190 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 54458 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 14732 | ExcessOfRevenueOverExpenses |
| Subtotal | 69190 | Subtotal |
| Total Net Assets Fund Balances EOY | 69190 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 30800 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 39826 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.773364 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 56600 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 91890 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.615954 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 59115 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 147637 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.400408 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 59290 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 65126 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.910389 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 66300 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 31830 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 2.082941 | DistributionRatioYear5 |
| Total Distribution Ratio | 4.783056 | TotalDistributionRatio |
| Average Distribution Ratio | 0.956611 | AverageDistributionRatio |
| Net Noncharitable Assets | 51243 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 49020 | AdjustedNoncharitableAssets |
| Adj Nonchrtbl Assets And One | 49020 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 13350 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 0 | InvestmentIncomeExciseTax |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | IL | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | GAIL MANZ | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 8479490075 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21375 W LAKEVIEW PARKWAY | AddressLine1 |
| City | MUNDELEIN | City |
| State | IL | State |
| ZIP Code | 60060 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| JAMES MANZ | ||||||||
| 21375 W LAKEVIEW PARKWAY | MUNDELEIN | IL | 60060 | PRESIDENT | 1.00 | 0 | 0 | 0 |
| GAIL MANZ | ||||||||
| 21375 W LAKEVIEW PARKWAY | MUNDELEIN | IL | 60060 | TREAS/SECT | 2.00 | 0 | 0 | 0 |
| JILL KUKSA | ||||||||
| 501 PETERSON ROAD SUITE 5 | LIBERTYVILLE | IL | 60048 | DIRECTOR | 0.25 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 52023 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 52023 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 52023 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 780 | CashDeemedCharitable |
| Net Noncharitable Assets | 51243 | NetNoncharitableAssets |
| Minimum Investment Return | 2562 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 2562 | MinimumInvestmentReturn |
| Distributable Amount Before Adj | 2562 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 2562 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 2562 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 13350 | ExpensesAndContributions |
| Qualifying Distributions | 13350 | QualifyingDistributions |
| Adj Qualifying Distributions | 13350 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 2562 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 64708 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 59899 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 51736 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 52005 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 28809 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 257157 | TotalExcessDistriCarryover |
| Qualifying Distributions | 13350 | QualifyingDistributions |
| Applied To Current Year | 2562 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 10788 | RemainingDistriFromCorpus |
| Total Corpus | 267945 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 64708 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 203237 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 59899 | ExcessFromYear4 |
| Excess From Year3 | 51736 | ExcessFromYear3 |
| Excess From Year2 | 52005 | ExcessFromYear2 |
| Excess From Year1 | 28809 | ExcessFromYear1 |
| Excess From Current Year | 10788 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (6 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| BARRINGTON AREA CONSERVATION TRUST | |||||||
| 17 OAKDENE EAST | BARRINGTON | IL | 60010 | NONE | EXEMPT | TO FURTHER ORGANIZATION'S PURPOSE | $500 |
| GENEVA CONCOURS D'ELEGANCE | |||||||
| 202 SOUTH CAMPBELL ST 1A | GENEVA | IL | 60134 | NONE | EXEMPT | TO FURTHER ORGANIZATION'S PURPOSE | $250 |
| GEORGE BELL YOUTH FUND | |||||||
| POBOX 187 | LIBERTYVILLE | IL | 60048 | NONE | EXEMPT | TO FURTHER ORGANIZATION'S PURPOSE | $500 |
| NORTH WOODS ANIMAL SHELTER | |||||||
| 930 SELDEN ROAD | IRON RIVER | MI | 49935 | NONE | EXEMPT | TO FURTHER ORGANIZATION'S PURPOSE | $1,500 |
| THE LINCOLN MOTOR CAR FOUNDATION | |||||||
| 5022 HARBORTOWN LN | FORT MEYERS | FL | 33919 | NONE | EXEMPT | TO FURTHER ORGANIZATION'S PURPOSE | $10,000 |
| TABALA SHRINE | |||||||
| 7910 NEWBURG ROAD | ROCKFORD | IL | 61108 | NONE | EXEMPT | TO FURTHER ORGANIZATION'S PURPOSE | $600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 13350 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $27 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $27 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 27 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | JAMES MANZ | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21375 W LAKEVIEW PARKWAY | AddressLine1 |
| City | MUNDELEIN | City |
| State | IL | State |
| ZIP Code | 60060 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 30000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HTH LLC | Category |
| Amount | $1,670 | Amount |
| Net Investment Income | 1670 | NetInvestmentIncome |
Compensation Explanation CompensationExplanation
Compensation Compensation (3 entries)
| JAMES MANZ |
| GAIL MANZ |
| JILL KUKSA |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CHUHAK & TECSON | Category |
| Amount | $250 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| ILLINOIS CHARITY FUND BUREAU | $15 | 15 |
| SECRETARY OF STATE | $10 | 10 |