STRATEGY STUDIO / PUBLIC DATA EXPLORER

JAMES AND GAIL MANZ FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
JAMES AND GAIL MANZ FOUNDATION (EIN 20-1410917)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-05-14
IRS object ID
201221359349102577
Schema version
2011v1.2
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)
Timestamp2012-05-14T16:23:30-05:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1HTH LLC CPA'SBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1501 PETERSON ROADAddressLine1
CityLIBERTYVILLECity
StateILState
ZIP Code600481011ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN201410917EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1JAMES AND GAIL MANZ FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlJAMENameControl
Phone8479490075Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line121375 LAKE VIEW PARKWAYAddressLine1
CityMUNDELEINCity
StateILState
ZIP Code60060ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJAMES MANZName
TitlePRESIDENTTitle
Phone8479490075Phone
Date Signed2012-05-07DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameJILL L KUKSA CPAName
Phone8472470200Phone
Date Prepared2012-05-14DatePrepared
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY54458FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss50000ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss62InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm62InterestOnSavingsNetInvstIncm
Total Revenue And Expenses50062TotalRevenueAndExpenses
Total Net Investment Income62TotalNetInvestmentIncome
Legal Fees Rev And Expnss450LegalFeesRevAndExpnss
Accounting Fees Rev And Expnss1812AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm1812AccountingFeesNetInvstIncm
Taxes Rev And Expnss28TaxesRevAndExpnss
Taxes Net Invst Incm28TaxesNetInvstIncm
Tot Opr Expenses Rev And Expnss2290TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm1840TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss30800ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps30800ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss33090TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm1840TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps30800TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses16972ExcessOfRevenueOverExpenses
Net Investment Income0NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY37486SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY54458SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV54458SavingsAndTempCashInvstEOYFMV
Total Assets BOY37486TotalAssetsBOY
Total Assets EOY54458TotalAssetsEOY
Total Assets EOYFMV54458TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Follow SFAS117XOrgThatFollowSFAS117
Unrestricted BOY37486UnrestrictedBOY
Unrestricted EOY54458UnrestrictedEOY
Total Net Assets BOY37486TotalNetAssetsBOY
Total Net Assets EOY54458TotalNetAssetsEOY
Total Liabilities Net Assets BOY37486TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY54458TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY37486TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses16972ExcessOfRevenueOverExpenses
Subtotal54458Subtotal
Total Net Assets Fund Balances EOY54458TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year156600QualifyingDistributionsYear1
Noncharitable Assets Year191890NoncharitableAssetsYear1
Distribution Ratio Year10.615954DistributionRatioYear1
Qualifying Distributions Year259115QualifyingDistributionsYear2
Noncharitable Assets Year2147637NoncharitableAssetsYear2
Distribution Ratio Year20.400408DistributionRatioYear2
Qualifying Distributions Year359290QualifyingDistributionsYear3
Noncharitable Assets Year365126NoncharitableAssetsYear3
Distribution Ratio Year30.910389DistributionRatioYear3
Qualifying Distributions Year466300QualifyingDistributionsYear4
Noncharitable Assets Year431830NoncharitableAssetsYear4
Distribution Ratio Year42.082941DistributionRatioYear4
Qualifying Distributions Year553775QualifyingDistributionsYear5
Noncharitable Assets Year532315NoncharitableAssetsYear5
Distribution Ratio Year51.664088DistributionRatioYear5
Total Distribution Ratio5.673780TotalDistributionRatio
Average Distribution Ratio1.134756AverageDistributionRatio
Net Noncharitable Assets39826NetNoncharitableAssets
Adjusted Noncharitable Assets45193AdjustedNoncharitableAssets
Adj Nonchrtbl Assets And One45193AdjNonchrtblAssetsAndOnePct
Qualifying Distributions30800QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax0InvestmentIncomeExciseTax
Amount Credited To Next Year0AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithILStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameGAIL MANZBooksInCareOfPersonName
Books In Care Of Phone Number8479490075BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line121375 W LAKEVIEW PARKWAYAddressLine1
CityMUNDELEINCity
StateILState
ZIP Code60060ZIPCode

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Business HoldingsfalseBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
JAMES MANZ
21375 W LAKEVIEW PARKWAYMUNDELEINIL60060PRESIDENT1.00000
GAIL MANZ
21375 W LAKEVIEW PARKWAYMUNDELEINIL60060TREAS/SECT2.00000
JILL KUKSA
501 PETERSON ROAD SUITE 5LIBERTYVILLEIL60048DIRECTOR0.25000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Description1N/ADescription1

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances40432AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets40432TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets40432AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable606CashDeemedCharitable
Net Noncharitable Assets39826NetNoncharitableAssets
Minimum Investment Return1991MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return1991MinimumInvestmentReturn
Distributable Amount Before Adj1991DistributableAmountBeforeAdj
Distributable Amount Before Ded1991DistributableAmountBeforeDed
Distributable Amount As Adjusted1991DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions30800ExpensesAndContributions
Qualifying Distributions30800QualifyingDistributions
Adj Qualifying Distributions30800AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted1991DistributableAmountAsAdjusted
Excess Distri Carryover Year553348ExcessDistriCarryoverYear5
Excess Distri Carryover Year464708ExcessDistriCarryoverYear4
Excess Distri Carryover Year359899ExcessDistriCarryoverYear3
Excess Distri Carryover Year251736ExcessDistriCarryoverYear2
Excess Distri Carryover Year152005ExcessDistriCarryoverYear1
Total Excess Distri Carryover281696TotalExcessDistriCarryover
Qualifying Distributions30800QualifyingDistributions
Applied To Current Year1991AppliedToCurrentYear
Remaining Distri From Corpus28809RemainingDistriFromCorpus
Total Corpus310505TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov From Year553348ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year257157ExcessDistriCyovToNextYear
Excess From Year464708ExcessFromYear4
Excess From Year359899ExcessFromYear3
Excess From Year251736ExcessFromYear2
Excess From Year152005ExcessFromYear1
Excess From Current Year28809ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (26 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
COUNTRYSIDE FIRE DISTRICT
801 S MIDLOTHIAN ROADMUNDELEINIL60060NONEEXEMPTTO FURTHER ORGANIZATION'S PURPOSE$3,500
LAKE FOREST SYMPHONY
900 NORTH SHORE DRIVELAKE BLUFFIL60044NONEEXEMPTTO FURTHER ORGANIZATION'S PURPOSE$5,000
THE LEXI KAZIAN FOUND
105 TOWNLINE ROADVERNON HILLSIL60061NONEEXEMPTTO FURTHER ORGANIZATION'S PURPOSE$5,000
AMERICAN CANCER SOCIETY
PO BOX 4378CHICAGOIL60680NONEEXEMPTTO FURTHER ORGANIZATION'S PURPOSE$100
BARRINGTON AREA CONSERV
117 SOUTH COOK ST 117BARRINGTONIL60010NONEEXEMPTTO FURTHER ORGANIZATION'S PURPOSE$1,250
GENEVA CONCOURS D'ELEG
202 SOUTH CAMPBELL ST 1AGENEVAIL60134NONEEXEMPTTO FURTHER ORGANIZATION'S PURPOSE$250
GEORGE BELL YOUTH FUND
POBOX 187LIBERTYVILLEIL60048NONEEXEMPTTO FURTHER ORGANIZATION'S PURPOSE$500
NATIONAL WASP WWII MUSEUM
PO BOX 96679WASHINGTONDC20090NONEEXEMPTTO FURTHER ORGANIZATION'S PURPOSE$1,500
CAMP JORN YMCA
PO BOX 430MANITOWISH WATERSWI54545NONEEXEMPTTO FURTHER ORGANIZATION'S PURPOSE$2,500
LITTLE CITY
1760 W ALGONQUIN RDPALATINEIL60067NONEEXEMPTTO FURTHER ORGANIZATION'S PURPOSE$100
NW LAKE FOREST HOSPITAL
660 NORTH WESTMORELAND RDLAKE FORESTIL60045NONEEXEMPTTO FURTHER ORGANIZATION'S PURPOSE$500
MAKE A WISH FOUNDATION
PO BOX 97104WASHINGTONDC20090NONEEXEMPTTO FURTHER ORGANIZATION'S PURPOSE$100
MARINE TOYS FOR TOTS
PO BOX 227QUANTICOVA22134NONEEXEMPTTO FURTHER ORGANIZATION'S PURPOSE$100
MERCY HOME FOR B & G
1140 WEST JACKSON BLVDCHICAGOIL60607NONEEXEMPTTO FURTHER ORGANIZATION'S PURPOSE$2,500
NORTH WOODS ANIMAL SHELTE
930 SELDEN ROADIRON RIVERMI49935NONEEXEMPTTO FURTHER ORGANIZATION'S PURPOSE$1,000
SPECIAL OLYMPICS ILLINOIS
PO BOX 699NORMALIL61761NONEEXEMPTTO FURTHER ORGANIZATION'S PURPOSE$100
SAINT LAWRENCE SEMINARY
301 CHURCH STMT CALVARYWI53057NONEEXEMPTTO FURTHER ORGANIZATION'S PURPOSE$100
FRIENDS OF THE LAKE COUNTY DISCOVER
27277 FOREST PRESERVE DRWAUCONDAIL60084NONEEXEMPTTO FURTHER ORGANIZATION'S PURPOSE$5,000
NORTH SHORE SENIOR CENTER
161 NORTHFIELD RDNORTHFIELDIL60093NONEEXEMPTTO FURTHER ORGANIZATION'S PURPOSE$100
VFW
PO BOX 8958TOPEKAKS66608NONEEXEMPTTO FURTHER ORGANIZATION'S PURPOSE$100
HABITAT FOR HUMANITY
121 HABITAT STREETAMERICUSGA31709NONEEXEMPTTO FURTHER ORGANIZATION'S PURPOSE$100
EASTER SEALS
233 S WACKER DRIVECHICAGOIL60606NONEEXEMPTTO FURTHER ORGANIZATION'S PURPOSE$100
BROOKFIELD ZOO
3300 GOLF ROADBROOKFIELDIL60513NONEEXEMPTTO FURTHER ORGANIZATION'S PURPOSE$100
ALZHEIMER'S ASSOCIATION
PO BOX 96011WASHINGTONDC20090NONEEXEMPTTO FURTHER ORGANIZATION'S PURPOSE$100
AMERICAN HEART ASSOCIATION
208 S LASALLE STREETCHICAGOIL60604NONEEXEMPTTO FURTHER ORGANIZATION'S PURPOSE$100
THE MUSEUM OF AUTOMOBILES INC
8 JONES LANEMORRILTONAR72110NONEEXEMPTTO FURTHER ORGANIZATION'S PURPOSE$1,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year30800TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$62ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$62ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA62TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo (2 entries)

Contributor NumberContributorNumberContributor Name IndividualContributorNameIndividualAddress Line1ContributorAddressUS/AddressLine1CityContributorAddressUS/CityStateContributorAddressUS/StateZIP CodeContributorAddressUS/ZIPCodeAggregate ContributionsAggregateContributionsPerson Contribution TypePersonContributionType
1JAMES MANZ21375 W LAKEVIEW PARKWAYMUNDELEINIL6006025000X
2GAIL MANZ21375 W LAKEVIEW PARKWAYMUNDELEINIL6006025000X

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryHTH CONSULTANTSCategory
Amount$1,812Amount
Net Investment Income1812NetInvestmentIncome

Compensation Explanation CompensationExplanation

Compensation Compensation (3 entries)

JAMES MANZ
GAIL MANZ
JILL KUKSA

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

FieldValueIRS element (for citing)
CategoryCHUHAK & TECSONCategory
Amount$450Amount

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncome
ILLINOIS CHARITY FUND BUREAU$1515
SECRETARY OF STATE$1313