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Nonprofit · EIN 84-1525284

THE GUETZ FOUNDATION

Tax-exempt · WHEELER, TX 79096

Financials

$917K$590K2022$581K$616K2023
Revenue Expenses · by fiscal year end
Financials of THE GUETZ FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
November 30, 2024990-PF$580,935$616,056-$35,121$10,963,642$0$10,963,642
November 30, 2023990-PF$917,203$590,115$327,088$10,996,341$0$10,996,341
Financial details: 990-PF for the year ended November 30, 2024

Revenue

Contributions, gifts and grants
$0
Dividends
$462,407
Interest
$63,600
Net gain from sales of assets
$54,928

Expenses

Grants and similar amounts paid
$565,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$565,000
Excise tax on investment income
$8,075

Balance sheet and other

Total assets, start of year
$10,996,341
Total assets, end of year
$10,963,642
Total liabilities, end of year
$0
Net assets, end of year
$10,963,642
Fair market value of assets
$12,434,838
Qualifying distributions
$565,000
Net investment income
$580,935

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended November 30, 2024, highest compensation first.

NameTitleHours / weekCompensation
MICHAEL H GUETZ
8519 E MOONLIGHT PASS, SCOTTSDALE, AZ 85266
PRESIDENT0$0
LINDA RAE GUETZ
8519 E MOONLIGHT PASS, SCOTTSDALE, AZ 85266
VICE-PRESIDENT0$0
SCOTT GUETZ
7590 RATHAEL DRIVE, LITTLETON, CO 80125
SECRETARY0$0
BRIAN GUETZ
4 WILDER LANE, LITTLETON, CO 80123
ASSISTANT VICE-PRESIDENT0$0
BRET GUETZ
160 PALMER DRIVE, FT COLLINS, CO 80525
ASSISTANT VICE-PRESIDENT0$0
990-PF for the year ended November 30, 2023: 5 people
NameTitleHours / weekCompensation
MICHAEL H GUETZ
8519 E MOONLIGHT PASS, SCOTTSDALE, AZ 85266
PRESIDENT0$0
LINDA RAE GUETZ
8519 E MOONLIGHT PASS, SCOTTSDALE, AZ 85266
VICE-PRESIDENT0$0
SCOTT GUETZ
7590 RATHAEL DRIVE, LITTLETON, CO 80125
SECRETARY0$0
BRIAN GUETZ
4 WILDER LANE, LITTLETON, CO 80123
ASSISTANT VICE-PRESIDENT0$0
BRET GUETZ
160 PALMER DRIVE, FT COLLINS, CO 80525
ASSISTANT VICE-PRESIDENT0$0

Address and contacts

Address (IRS master file)
PO BOX 507, WHEELER, TX 79096-0507
In care of
% JOHN T KEARNS
Signed the 990-PF
MICHAEL GUETZ, PRESIDENT
Phone
(303) 898-6461
Return prepared by
BCC ACCOUNTING & TAX SERVICES LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2024November 30, 2025April 15, 2026Not on file
2023November 30, 2024April 15, 2025990-PF on file
2022November 30, 2023April 15, 2024990-PF on file

IRS record

EIN
84-1525284
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2000
Accounting year ends
November
Files
Form 990-PF
Assets (IRS master file)
$10,963,642
Income (IRS master file)
$580,935

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFNovember 2024$580,935$616,056$10,963,642XML
990-PFNovember 2023$917,203$590,115$10,996,341XML
990-PFNovember 2022–––IRS
990-PFNovember 2021–––IRS
990-PFNovember 2020–––IRS
990-PFNovember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 84-1525284).

Questions about THE GUETZ FOUNDATION

What is the EIN of THE GUETZ FOUNDATION?
The employer identification number (EIN) of THE GUETZ FOUNDATION is 84-1525284.
Is THE GUETZ FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
Are donations to THE GUETZ FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE GUETZ FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of THE GUETZ FOUNDATION due?
The return for tax year 2024 (the year ending November 30, 2025) is due April 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE GUETZ FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended November 2024.
Who are the officers and directors of THE GUETZ FOUNDATION?
The 990-PF for the year ended November 30, 2024 lists 5 people; 0 received compensation from the organization.
How much revenue does THE GUETZ FOUNDATION have?
On its 990-PF for the year ended November 30, 2024 it reported revenue of $580,935, expenses of $616,056 and total assets of $10,963,642 at year end.

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