Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
GLOBE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)6730 N SCOTTSDALE ROAD NO 250
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SCOTTSDALE, AZ852534416
A Employer identification number

36-6054050
B Telephone number (see instructions)

(480) 991-0500
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$26,879,043J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 995,804
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 508,199 506,038  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,153,537
b Gross sales price for all assets on line 6a 6,489,143
7 Capital gain net income (from Part IV, line 2)... 1,853,399
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 2,657,540 2,359,437  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 18,220 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 98,881 98,649   232
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 117,101 98,649   232
25 Contributions, gifts, grants paid....... 2,042,283 2,061,121
26 Total expenses and disbursements. Add lines 24 and 25 2,159,384 98,649   2,061,353
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 498,156
b Net investment income (if negative, enter -0-) 2,260,788
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 140,709 223,466 223,466
2 Savings and temporary cash investments......... 381,987 724,588 724,588
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 14,505,495 Click to see attachment14,157,649 16,533,975
c Investments—corporate bonds (attach schedule)....... 7,269,244 Click to see attachment7,283,805 6,518,774
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,746,846 Click to see attachment2,186,775 2,857,558
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment32,824 Click to see attachment20,682 Click to see attachment20,682
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 24,077,105 24,596,965 26,879,043
Liabilities 17 Accounts payable and accrued expenses.......... 14,528 13,487
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment2,275,085 Click to see attachment2,297,830
23 Total liabilities (add lines 17 through 22)......... 2,289,613 2,311,317
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 19,206,497 19,206,497
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 2,580,995 3,079,151
30 Total net assets or fund balances (see instructions)..... 21,787,492 22,285,648
31 Total liabilities and net assets/fund balances (see instructions). 24,077,105 24,596,965
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
21,787,492
2
Enter amount from Part I, line 27a .....................
2
498,156
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
22,285,648
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
22,285,648
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES P 2018-01-01 2018-12-31
b (AVAILABLE UPON REQUEST) P    
c PUBLICLY TRADED SECURITIES P 2017-12-31 2018-12-31
d (AVAILABLE UPON REQUEST) P    
e REAL ESTATE SALE D 2018-03-16 2018-08-01
FROM RUTH D. MATHEWS K-1 P 2017-12-31 2018-12-31
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,730,756   2,623,742 107,014
b       0
c 2,814,645   1,768,122 1,046,523
d       0
e 933,830   243,880 689,950
9,912     9,912
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       107,014
b       0
c       1,046,523
d       0
e       689,950
      9,912
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,853,399
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 1,972,650 28,196,790 0.069960
2016 1,771,968 25,514,321 0.069450
2015 1,856,986 27,300,436 0.068020
2014 1,914,967 28,736,546 0.066639
2013 1,947,721 27,079,382 0.071926
2
Total of line 1, column (d) .....................
2
0.345995
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.069199
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
29,355,075
5
Multiply line 4 by line 3......................
5
2,031,342
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
22,608
7
Add lines 5 and 6........................
7
2,053,950
8
Enter qualifying distributions from Part XII, line 4,.............
8
2,061,353
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 22,608
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 22,608
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 22,608
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 26,054
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 26,054
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 3,446
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet3,446 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletAZ, IL
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletFOUNDATION CO GEORGE GETZ Telephone no.bullet (480) 991-0500

    Located atbullet6730 N SCOTTSDALE ROAD STE 250SCOTTSDALEAZ ZIP+4bullet85253
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    BERT A GETZ PRESIDENT/DIRECTOR
    0.00     		0 0 0
    6335 WEST STATE ROUTE 120
    LIBERTYVILLE,IL60048
    LYNN GETZ-SCHMIDT VICE PRESIDENT/DIRECTOR
    0.00     		0 0 0
    2437 NW OVERTON STREET
    PORTLAND,OR97210
    GEORGE F GETZ SECRETARY/DIRECTOR
    0.00     		0 0 0
    5223 E PALO VERDE PL
    PARADISE VALLEY,AZ85253
    JAMES L JOHNSON DIRECTOR
    0.00     		0 0 0
    177 W BOLERO DRIVE
    TEMPE,AZ85284
    MICHAEL J OLSEN TREASURER/ASST. SECRETARY
    0.00     		0 0 0
    9103 N 96TH PLACE
    SCOTTSDALE,AZ85258
    ROCK S EDWARDS DIRECTOR
    0.00     		0 0 0
    1051 PERIMETER DRIVE SUITE 550
    SCHAUMBERG,IL60173
    BERT A GETZ JR VICE PRESIDENT/DIRECTOR
    0.00     		0 0 0
    225 SHADOWOOD LANE
    NORTHFIELD,IL60093
    WILLIAM ANDREW DIRECTOR
    0.00     		0 0 0
    14004 S ROCKHILL ROAD
    PHOENIX,AZ85048
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    28,366,883
    b
    Average of monthly cash balances.......................
    1b
    1,083,189
    c
    Fair market value of all other assets (see instructions)................
    1c
    352,035
    d
    Total (add lines 1a, b, and c).........................
    1d
    29,802,107
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    29,802,107
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    447,032
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    29,355,075
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,467,754
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,467,754
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    22,608
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    22,608
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,445,146
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,445,146
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    1,445,146
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    2,061,353
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    2,061,353
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    22,608
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    2,038,745
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 1,445,146
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 650,976
    b From 2014...... 546,756
    c From 2015...... 517,500
    d From 2016...... 518,088
    e From 2017...... 641,302
    fTotal of lines 3a through e........ 2,874,622
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 2,061,353
    a Applied to 2017, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount..... 1,445,146
    e Remaining amount distributed out of corpus 616,207
    5 Excess distributions carryover applied to 2018. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 3,490,829
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		650,976
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		2,839,853
    10 Analysis of line 9:
    a Excess from 2014.... 546,756
    b Excess from 2015.... 517,500
    c Excess from 2016.... 518,088
    d Excess from 2017.... 641,302
    e Excess from 2018.... 616,207
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    BERT A GETZ
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ALAN LOCKE CHARTER SCHOOL
    3141 W JACKSON BLVD
    CHICAGO,IL60612     		  PUBLIC GENERAL FUND 1,000
    AMERICAN RED CROSS- METZ FUND
    2200 WEST HARRISON STREET
    CHICAGO,IL60612     		  PUBLIC GENERAL FUND 7,500
    ARIZONA HUMANE SOCIETY
    1521 W DOBBINS ROAD
    PHOENIX,AZ85041     		  PUBLIC GENERAL FUND 7,000
    ARIZONA STATE UNIVERSITY
    PO BOX 2260
    TEMPE,AZ85280     		  PUBLIC GENERAL FUND 7,000
    BISHOP MANOGUE CATHOLIC HIGH SCHOOL
    110 BISHOP MANOGUE DR
    RENO,NV89511     		  PUBLIC GENERAL FUND 5,000
    BOY SCOUTS OF AMERICA - METZ FUND
    1218 W ADAMS ST
    CHICAGO,IL60607     		  PUBLIC GENERAL FUND 7,500
    CHICAGO HOPE ACADEMY - METZ FUND
    2189 W BOWLER ST
    CHICAGO,IL60612     		  PUBLIC GENERAL FUND 7,500
    CHICAGO LIGHTHOUSE FOR THE BLIND - METZ FUND
    1850 W ROOSEVELT RD
    CHICAGO,IL60608     		  PUBLIC GENERAL FUND 7,500
    CHICAGO ZOOLOGICAL SOCIETY
    BROOKFIELD ZOO
    BROOKFIELD,IL60513     		  PUBLIC ENDOWMENT FUND 15,000
    DESERT VOICES OF ORAL LEARNING CENTER
    3426 E SHEA BLVD
    PHOENIX,AZ85028     		  PUBLIC GENERAL FUND 2,500
    EMPOWER COLLEGE PREP
    2411 W COLTER ST
    PHOENIX,AZ85015     		  PUBLIC GENERAL FUND 5,000
    GEORGE WASHINGTON'S FEDRICKSBURG FOUNDATION
    1201 WASHINGTON AVENUE
    FREDERICKSBURG,VA22401     		  PUBLIC GENERAL FUND 5,000
    GLOBE CORP EMPLOYEE MATCHING GIFTS - DETAILS AVAILABLE UPON REQUEST
    6730 N SCOTTSDALE ROAD STE 250
    SCOTTSDALE,AZ85253     		  PUBLIC GENERAL FUND 24,621
    GRAND CANYON TRUST
    2601 N FOR VALLEY ROAD
    FLAGSTAFF,AZ86001     		  PUBLIC GENERAL FUND 50,000
    HADLEY SCHOOL FOR THE BLIND - METZ FUND
    700 ELM ST
    WINNETKA,IL60093     		  PUBLIC GENERAL FUND 7,500
    HEARTLAND ALLIANCE - METZ FUND
    208 S LASALLE ST 1818
    CHICAGO,IL60604     		  PUBLIC GENERAL FUND 7,500
    HOPE COLLEGE
    141 E 12TH STREET
    HOLLAND,MI49422     		  PUBLIC GENERAL FUND 1,000
    INFANT WELFARE SOCIETY - METZ FUND
    3600 W FULLERTON AVE
    CHICAGO,IL60647     		  PUBLIC GENERAL FUND 7,500
    JUNIOR GOLF ASSOCIATION OF ARIZONA
    10888 N 19TH AVENUE
    PHOENIX,AZ85029     		  PUBLIC GENERAL FUND 2,000
    LAKE GEORGE LAND CONSERVANCY
    4905 LAKE SHORE DRIVE
    BOLTON LANDING,NY12814     		  PUBLIC GENERAL FUND 1,000
    LAWRENCEVILLE SCHOOL
    PO BOX 6125
    LAWRENCEVILLE,NJ08648     		  PUBLIC GENERAL FUND 235,000
    LOYOLA ACADEMY
    1100 LARAMIE AVENUE
    WILMETTE,IL60091     		  PUBLIC GENERAL FUND 2,000
    MARYVILLE ACADEMY
    1150 N RIVER ROAD
    DES PLAINES,IL60016     		  PUBLIC GENERAL FUND 2,500
    NATIONAL HISTORICAL FIRE FOUNDATION
    6730 N SCOTTSDALE ROAD STE 250
    SCOTTSDALE,AZ85253     		  PRIVATE OPERATING NEEDS 480,000
    NAVY SEAL FOUNDATION
    1619 D STREET
    VIRGINIA BEACH,VA23459     		  PUBLIC GENERAL FUND 2,500
    NORTH SHORE COUNTRY DAY SCHOOL
    310 GREEN BAY ROAD
    WINNETKA,IL60093     		  PUBLIC GENERAL FUND 1,000
    NORTHWESTERN MEMORIAL FOUNDATION - ALUMNAE CONTINUING EDUCATION - METZ FUND
    251 EAST HURON STREET GALTER
    PAVILION SUITE 3-200
    CHICAGO,IL60611     		  PUBLIC GENERAL FUND 7,500
    NORTHWESTERN MEMORIAL FOUNDATION - CHICAGO MATERNITY CTR - METZ FUND
    251 EAST HURON STREET GALTER
    PAVILION SUITE 3-200
    CHICAGO,IL60611     		  PUBLIC GENERAL FUND 7,500
    NORTHWESTERN MEMORIAL FOUNDATION - RESEARCH FUND - METZ FUND
    251 EAST HURON STREET GALTER
    PAVILION SUITE 3-200
    CHICAGO,IL60611     		  PUBLIC GENERAL FUND 7,500
    NORTHWESTERN MEMORIAL FOUNDATION - UNRESTRICTED FUND - METZ FUND
    251 EAST HURON STREET GALTER
    PAVILION SUITE 3-200
    CHICAGO,IL60611     		  PUBLIC GENERAL FUND 7,500
    NORTHWESTERN MEMORIAL HOSPITAL
    251 E HURON STREET
    CHICAGO,IL60611     		  PUBLIC GENERAL FUND 62,500
    NORTHWESTERN UNIVERSITY - ARM MEMORIAL - METZ FUND
    2020 RIDGE AVENUE
    EVANSTON,IL60208     		  PUBLIC GENERAL FUND 15,000
    NORTHWESTERN UNIVERSITY - MEDICAL SCHOOL FUND - METZ FUND
    2020 RIDGE AVENUE
    EVANSTON,IL60208     		  PUBLIC GENERAL FUND 7,500
    OFF THE STREET CLUB - METZ FUND
    25 N KARLOV AVE
    CHICAGO,IL60624     		  PUBLIC GENERAL FUND 7,500
    OREGON SYMPHONY
    921 SW WASHINGTON STREET
    PORTLAND,OR97205     		  PUBLIC GENERAL FUND 125,000
    RAVINA FESTIVAL ASSOCIATION
    418 SHERIDAN ROAD
    HIGHLAND PARK,IL60035     		  PUBLIC GENERAL FUND 4,000
    RYAN HOUSE
    110 W MERRELL ST 1ST FLOOR
    PHOENIX,AZ85013     		  PUBLIC GENERAL FUND 1,000
    SANDRA DAY OCONNOR INSTITUTE
    111 EAST TAYLOR STREET
    PHOENIX,AZ85004     		  PUBLIC GENERAL FUND 25,000
    SEMESTER AT SEA
    PO BOX 400885
    CHARLOTTESVILLE,VA22904     		  PUBLIC GENERAL FUND 1,000
    SOUTHER METHODIST UNIVERSITY
    PO BOX 750402
    DALLAS,TX75275     		  PUBLIC GENERAL FUND 2,500
    SOUTHEWESTERN GOLF ASSOCIATION
    10550 E DESERT HILLS DR
    SCOTTSDALE,AZ85262     		  PUBLIC GENERAL FUND 2,500
    ST JAMES THE LESS CHURCH
    550 SUNSET RIDGE ROAD
    NORTHFIELD,IL60093     		  PUBLIC GENERAL FUND 10,000
    THE GLOBAL FOODBANKING NETWORK
    203 N LASALLE STREET
    CHICAGO,IL60601     		  PUBLIC GENERAL FUND 1,000
    THE HEARD MUSEUM
    2301 NORTH CENTRAL AVE
    PHOENIX,AZ85004     		  PUBLIC GENERAL FUND 3,000
    THE JOSSELYN CENTER
    405 CENTRAL AVENUE
    NORTHFIELD,IL60093     		  PUBLIC GENERAL FUND 50,000
    UNITED STATES OLYMPIC AND PARALYMPIC FOUNDATION
    1 OLYMPIC PLAZA
    COLORADO SPRINGS,CO80909     		  PUBLIC GENERAL FUND 25,000
    UNITED WAYALEXIS DE TOCQUEVILLE
    1515 EAST OSBORN ROAD
    PHOENIX,AZ85014     		  PUBLIC GENERAL FUND 10,000
    UNIVERSITY OF CHICAGO - MEDICAL ALUMNI FUND - METZ FUND
    1427 EAST 60TH STREET SUITE 120
    CHICAGO,IL60637     		  PUBLIC GENERAL FUND 7,500
    UNIVERSITY OF MISSISSIPPI
    406 UNIVERSITY AVENUE
    OXFORD,MS38655     		  PUBLIC GENERAL FUND 3,500
    UNIVERSITY OF SOUTHER CALIFORNIA
    USC CAMPUS - UNIVERSITY ADVANCEMENT
    LOS ANGELES,CA90089     		  PUBLIC GENERAL FUND 120,000
    JEWISH CHILD AND FAMILY SERVICES
    216 WEST JACKSON BLVD
    CHICAGO,IL60606     		  PUBLIC GENERAL FUND 100,000
    MARYVILLE CENTER FOR CHILDREN
    4015 N OAK PARK AVE
    CHICAGO,IL60634     		  PUBLIC GENERAL FUND 100,000
    MICHIGAN ROSS SCHOOL OF BUSINESS
    701 TAPPAN STREET
    ANN ARBOR,MI48109     		  PUBLIC GENERAL FUND 150,000
    NORTHWEST ACADEMY
    1130 SW MAIN STREET
    PORTLAND,OR97205     		  PUBLIC GENERAL FUND 75,000
    BARBARA BUSH FOUNDATION
    516 N ADAMS STREET
    TALLAHASSEE,FL32301     		  PUBLIC GENERAL FUND 25,000
    JOHN AUSTIN CHELEY FOUNDATION
    1420 N OGDEN ST SUITE 102
    DENVER,CO80218     		  PUBLIC GENERAL FUND 1,000
    OLE MISS ATHLETICS FOUNDATION
    PO BOX 1519
    OXFORD,MS38655     		  PUBLIC GENERAL FUND 110,000
    PHOENIX HERPETOLOGICAL SOCIETY
    20701 N SCOTTSDALE RD SUITE 107
    SCOTTSDALE,AZ85255     		  PUBLIC GENERAL FUND 2,000
    WILLIAMS COLLEGE ALUMNI FUND
    75 PARK STREET
    WILLIAMSTOWN,MA01267     		  PUBLIC GENERAL FUND 1,000
    BISHOP ANDERSON HOUSE
    1653 WEST CONGRESS PARKWAY
    CHICAGO,IL60612     		  PUBLIC GENERAL FUND 5,000
    THUNDERBIRD CHARITIES
    7226 N 16TH STREET SUITE 100
    PHOENIX,AZ85020     		  PUBLIC GENERAL FUND 500
    INSTITUTE OF INTEGRATIVE HEALTH
    1407 FLEET STREET
    BALTIMORE,MD21231     		  PUBLIC GENERAL FUND 50,000
    DANIELLE NAES GOLF FOUNDATION
    5024 CHANDELLE DR
    PENSACOLA,FL32507     		  PUBLIC GENERAL FUND 1,000
    GOLF FORE AFRICA
    32531 N SCOTTSDALE RD
    SCOTTSDALE,AZ85266     		  PUBLIC GENERAL FUND 500
    AMERICAN CANCER SOCIETY
    250 WILLIAMS STREET NW
    ATLANTA,GA30303     		  PUBLIC GENERAL FUND 1,000
    LAWRENCEVILLE SCHOOL CAMP
    64 MOUNTAIN VIEW RD
    ASBURY,NJ08802     		  PUBLIC GENERAL FUND 1,000
    TICKETS FOR KIDS CHARITIES
    700 BLAW AVENUE
    PITTSBURGH,PA15238     		  PUBLIC GENERAL FUND 1,000
    ORANGE COUNTY COMMUNITY FOUNDATION
    4041 MACARTHUR BLVD STE 510
    NEWPORT BEACH,CA92660     		  PUBLIC GENERAL FUND 1,000
    FOXCROFT SCHOOL
    22407 FOXHOUND LANE
    MIDDLEBURG,VA20118     		  PUBLIC GENERAL FUND 1,000
    OPENLANDS
    25 EAST WASHINGTON STREET
    CHICAGO,IL60602     		  PUBLIC GENERAL FUND 5,000
    WEST VALLEY MAVERICKS FOUNDATION
    PO BOX 2216
    LITCHFIELD PARK,AZ85340     		  PUBLIC GENERAL FUND 5,000
    EAST VALLEY WOMEN'S LEAGUE
    PO BOX 10804
    TEMPE,AZ85284     		  PUBLIC GENERAL FUND 2,500
    MANHATTAN THEATRE CLUB
    311 WEST 43RD STREET
    NEW YORK,NY10036     		  PUBLIC GENERAL FUND 2,500
    Total .................................bullet 3a 2,056,121
    bApproved for future payment
    GRAND CANYON TRUST
    2601 N FOR VALLEY ROAD
    FLAGSTAFF,AZ86001     		  PUBLIC GENERAL FUND 50,000
    OLE MISS ATHLETICS FOUNDATION
    PO BOX 1519
    OXFORD,MS38655     		  PUBLIC GENERAL FUND 500,000
    OREGON SYMPHONY
    921 SW WASHINGTON STREET
    PORTLAND,OR97205     		  PUBLIC GENERAL FUND 500,000
    THE JOSSELYN CENTER
    405 CENTRAL AVENUE
    NORTHFIELD,IL60093     		  PUBLIC GENERAL FUND 50,000
    Total .................................bullet 3b 1,100,000
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 508,199  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 1,153,537  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 1,661,736 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,661,736
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    MERIT CLUB SEC. 501(C)(7) COMMON BOARD MEMBERS
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    GLOBE FOUNDATION
     
    Employer identification number

    36-6054050
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    GLOBE FOUNDATION
          		Employer identification number
    36-6054050
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    RUTH D MATHEWS TRUST
     
    6730 N SCOTTSDALE ROAD STE 250
     
    SCOTTSDALE, AZ85253

    		$ 61,974


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    RUTH D MATHEWS TRUST
     
    6730 N SCOTTSDALE ROAD STE 250
     
    SCOTTSDALE, AZ85253

    		$ 931,110


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    GLOBE FOUNDATION
          		Employer identification number

    36-6054050
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 REAL ESTATE $ 931,110 2018-03-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    GLOBE FOUNDATION
          		Employer identification number

    36-6054050
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

    Additional Data


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    TY 2018 ExpenditureResponsibilityStmt
    Name:
    GLOBE FOUNDATION
    EIN:
    36-6054050
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    NATIONAL HISTORIC FIRE FOUNDATION
          		6730 N SCOTTSDALE ROAD STE 250
    SCOTTSDALE,AZ85253     		2017-12-31 553,000 TO OFFSET 2017 OPERATING EXPENSES OF GRANTEE'S AND/OR THE GRANTEE'S ADMINISTRATION, AND FOR THE MUSEUM PURCHASE OF EQUIPMENT AND OTHER FACILITIES FOR USE IN CONNECTION WITH THE EXEMPT OPERATING FUNCTION OF GRANTEE AND ITS MUSEUM   NO PART OF GRANT HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSES GRANTEE REPORTS IN 2018 ON USE OF 2017 FUNDS    
    GLOBE CORPORATION
          		6730 N SCOTTSDALE ROAD STE 250
    SCOTTSDALE,AZ85253     		2017-12-31 24,120 FOR GLOBE CORPORATION'S EMPLOYEE CONTRIBUTION MATCHING PROGRAM. GLOBE CORPORATION'S EMPLOYEES MAKE DONATIONS TO VARIOUS QUALIFIED CHARITIES AND THE FUNDS GIVEN TO GLOBE CORPORATION ARE USED TO DONATE THE MATCHING AMOUNT TO THE CHARITY   NO PART OF GRANT HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSES GRANTEE REPORTS IN 2018 ON USE OF 2017 FUNDS    

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    GLOBE FOUNDATION
    EIN:
    36-6054050
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS (DETAIL AVAILALBE UPON REQUEST) 7,283,805 6,518,774

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    GLOBE FOUNDATION
    EIN:
    36-6054050
    Name of Stock End of Year Book Value End of Year Fair Market Value
    INVESTMENTS (DETAIL AVAILABLE UPON REQUEST) 14,157,649 16,533,975

    TY 2018 InvestmentsOtherSchedule2
    Name:
    GLOBE FOUNDATION
    EIN:
    36-6054050
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ALTERNATIVE INVESTMENTS (DETAIL AVAILABLE UPON REQUEST) AT COST 2,186,775 2,857,558

    TY 2018 OtherAssetsSchedule
    Name:
    GLOBE FOUNDATION
    EIN:
    36-6054050
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    NT ACCRUED DIVIDEND 18,457 21,294 21,294
    NT ACCRUED INT -6,956 -5,560 -5,560
    BROKER RECEIVABLE 21,323 4,948 4,948


    TY 2018 OtherExpensesSchedule
    Name:
    GLOBE FOUNDATION
    EIN:
    36-6054050
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    AGENCY FEES 34,595 34,595   0
    OTHER INVESTMENT FEES 74,759 74,759   0
    OTHER EXPENSES 580 348   232
    LESS BROKER FEES REPORTED ON NHFF (36-6111510) -11,053 -11,053   0


    TY 2018 OtherLiabilitiesSchedule
    Name:
    GLOBE FOUNDATION
    EIN:
    36-6054050
    Description Beginning of Year - Book Value End of Year - Book Value
    PLEDGED CONTRIBUTIONS 2,270,160 2,251,322
    BROKER PAYABLE 4,925 46,508


    TY 2018 TaxesSchedule
    Name:
    GLOBE FOUNDATION
    EIN:
    36-6054050
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAXES 15,500 0   0
    REAL ESTATE TAXES 2,720 0   0