GIENAPP FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- GIENAPP FAMILY FOUNDATION (EIN 91-2154803)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-02
- IRS object ID
- 202502759349100900
- Schema version
- 2024v5.2
- 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
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-02T07:47:03-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 912154803 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gienapp Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | GIEN | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Anne Gienapp | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-09-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $538,424 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $10,283 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $78 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $78 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $13,738 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,738 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,487 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $542,648 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,235 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $64 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $64 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $27,650 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $27,115 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $6,127 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,127 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $616 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $616 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $912 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $912 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,115 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $252 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,863 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,770 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,995 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,775 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $18,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $18,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $31,770 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,995 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $24,775 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,120 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,120 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $15,535 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,048 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,048 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $444,121 | CorporateStockBOYAmt |
| Corporate Stock EOY | $441,488 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $524,376 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $459,656 | TotalAssetsBOYAmt |
| Total Assets EOY | $455,536 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $538,424 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $459,656 | RetainedEarningBOYAmt |
| Retained Earning EOY | $455,536 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $459,656 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $455,536 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $459,656 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $455,536 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $459,656 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,120 | ExcessRevenueOverExpensesAmt |
| Subtotal | $455,536 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $455,536 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $542,648 | GrossSalesPriceAmt |
| Cost Or Other Basis | $529,413 | CostOrOtherBasisAmt |
| Gain Or Loss | $13,235 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $13,235 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,235 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $280 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $280 | SubtotalAmt |
| Tax Based On Investment Income | $280 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $400 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $414 | TotalPaymentsAndCreditsAmt |
| Overpayment | $134 | OverpaymentAmt |
| Applied To ES Tax | $134 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Anne A Gienapp | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Board Member, VP, Pres | 1.0 | $0 | $0 | $0 |
| John C Gienapp | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Board Member, Pres, Pres Emeri | 1.0 | $0 | $0 | $0 |
| John W Gienapp | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Board Member, Sec | 1.0 | $0 | $0 | $0 |
| Katie A Gienapp | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Board Member | 1.0 | $0 | $0 | $0 |
| Clara Gienapp Olson | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Board Member | 1.0 | $0 | $0 | $0 |
| Eric J Olson | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Board Member, Treas | 1.0 | $0 | $0 | $0 |
| Mari Gienapp Olson | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Board Member, VP | 1.0 | $0 | $0 | $0 |
| Shannon C Rankin | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Board Member | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $518,384 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,011 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $531,395 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $531,395 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,971 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $523,424 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $26,171 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $26,171 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $280 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $280 | TotalTaxAmt |
| Distributable Before Adj | $25,891 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $25,891 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $25,891 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $24,775 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $24,775 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $25,891 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $20,580 | UndistributedIncomePYAmt |
| Qualifying Distributions | $24,775 | QualifyingDistributionsAmt |
| Applied To Year1 | $20,580 | AppliedToYear1Amt |
| Applied To Current Year | $4,195 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $21,696 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | John C Gienapp | ContributingManagerNm |
| Contributing Manager | Katie A Gienapp | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A GROWING CULTURE INC | |||||||
| 286 JONES COVE RD | ASHEVILLE | NC | 28805 | N/A | PC | General & Unrestricted | $1,000 |
| CHILDRENS ALLIANCE | |||||||
| 600 1ST AVE STE 330 PMB 87190 | SEATTLE | WA | 98104 | N/A | PC | General & Unrestricted | $1,000 |
| CHILDRENS CANCER THERAPY DEVELOPMENT INSTITUTE | |||||||
| 9025 NE VON NEUMANN DR STE 110 | HILLSBORO | OR | 97006 | N/A | PC | Garage Girls Art Fund | $900 |
| COMMON POWER FUTURE | |||||||
| PO BOX 51125 | SEATTLE | WA | 98115 | N/A | PC | General & Unrestricted | $500 |
| EVERYTOWN FOR GUN SAFETY SUPPORT FUND INC | |||||||
| PO BOX 3886 | NEW YORK | NY | 10163 | N/A | PC | General & Unrestricted | $1,000 |
| FLORIDA ASSOCIATION OF PLANNED PARENTHOOD AFFILIAT | |||||||
| 2300 N FLORIDA MANGO ROAD | WEST PALM BEACH | FL | 33409 | N/A | PC | General & Unrestricted | $1,000 |
| FRIENDS OF ROOSEVELT MIDDLE SCHOOL | |||||||
| PO BOX 33192 | SAN DIEGO | CA | 92163 | N/A | PC | General & Unrestricted | $1,000 |
| HOMESTEAD COMMUNITY LAND TRUST | |||||||
| 412 MAYNARD AVE S | SEATTLE | WA | 98104 | N/A | PC | General & Unrestricted | $500 |
| HORIZON HOUSE | |||||||
| 900 UNIVERSITY ST | SEATTLE | WA | 98101 | N/A | PC | Partners in Caring Annual fund drive | $2,500 |
| INNOCENCE PROJECT INC | |||||||
| 40 WORTH ST RM 701 | NEW YORK | NY | 10013 | N/A | PC | General & Unrestricted | $700 |
| LUTHERAN IMMIGRATION AND REFUGEE SERVICE | |||||||
| 700 LIGHT ST | BALTIMORE | MD | 21230 | N/A | PC | Fund for Legal Services | $1,500 |
| NAMI SEATTLE | |||||||
| 802 NW 70TH ST | SEATTLE | WA | 98117 | N/A | PC | General & Unrestricted | $500 |
| PAWSITIVE TEAMS INC | |||||||
| 7031 CARROLL RD | SAN DIEGO | CA | 92121 | N/A | PC | General & Unrestricted | $100 |
| PINE RIDGE GIRLS SCHOOL INC | |||||||
| 5300 MEMORIAL DR STE 475 | HOUSTON | TX | 77007 | N/A | PC | General & Unrestricted | $1,000 |
| RESIDENTS COUNCIL OF HORIZON HOUSE | |||||||
| 900 UNIVERSITY ST | SEATTLE | WA | 98101 | N/A | PC | The Employee Gift Fund | $2,000 |
| ROCK THE VOTE | |||||||
| 200 MASSACHUSETTS AVE NW STE 700 | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $300 |
| San Diego SCPA | |||||||
| 2425 DUSK DR | San Diego | CA | 92139 | N/A | GOV | General & Unrestricted | $1,000 |
| ST VINCENT DE PAUL VILLAGE INC | |||||||
| 3350 E ST | SAN DIEGO | CA | 92102 | N/A | PC | General & Unrestricted | $1,000 |
| WORLD CENTRAL KITCHEN INCORPORATED | |||||||
| PO BOX 96538 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $18,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $78 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,738 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,487 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION LAWSUIT PROCEEDS | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $64 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $17,367 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $17,367 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Gienapp John C | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 University Street Apt 1506 | AddressLine1Txt |
| City | Seattle | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,283 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | NVIDIA CORP NVDA, 14 sh. | NoncashPropertyDesc |
| Fair Market Value | $10,283 | FairMarketValueAmt |
| Received | 2024-02-16 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (245 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABB LTD | $794 | $1,343 |
| ACCENTURE PLC | $1,456 | $1,759 |
| ADOBE SYSTEMS, INC | $1,022 | $889 |
| AIRBNB | $2,717 | $2,628 |
| AJINOMOTO INC UNSPONS ADR | $666 | $854 |
| AKZO NOBEL NV-ADR | $2,475 | $2,514 |
| ALBEMARLE CP | $91 | $86 |
| ALLIANZ SE | $1,082 | $1,313 |
| ALPHABET INC CL A | $3,285 | $3,786 |
| ALPHABET INC CL C | $2,838 | $3,809 |
| ALSTOM | $1,829 | $1,779 |
| AMADEUS IT HLDS SA | $429 | $423 |
| AMAZON COM | $6,160 | $8,117 |
| AMER INTERNATIONAL GROUP INC | $667 | $874 |
| AMERICAN EXPRESS CO | $934 | $1,781 |
| ANNALY MTG MGMT INC. COM | $2,564 | $2,397 |
| ANZ GROUP HOLDINGS LIMITED ADS | $1,035 | $1,108 |
| APOLLO GLOBAL MANAGEMENT, INC | $1,050 | $1,652 |
| APPLE INC | $15,111 | $21,287 |
| APPLIED MATERIALS INC | $991 | $1,138 |
| ARISTA NETWORKS | $398 | $1,326 |
| ASE TECHNOLOGY HOLDINGS CO LTD | $621 | $1,027 |
| ASML HOLDING NV NY REG SHS | $2,881 | $2,772 |
| AT&T, INC | $1,293 | $1,708 |
| ATLAS COPCO AB A SHS ADR | $938 | $983 |
| AUTOMATIC DATA PROCESSING INC | $1,156 | $1,464 |
| AVNET INC | $2,760 | $2,668 |
| AXONIC STRATEGIC INCOME FUND | $28,298 | $28,175 |
| BAE SYSTEMS PLC | $2,617 | $2,344 |
| BANCO BILBAO ARG SA | $735 | $1,050 |
| BANCOLOMBIA SA | $165 | $158 |
| BIOGEN INC | $3,138 | $3,211 |
| BLACKROCK INC | $860 | $1,025 |
| BNP PARIBAS SPONS ADR | $700 | $706 |
| BOSTON SCIENTIFIC | $1,435 | $2,412 |
| BRAMBLES LTD UNSP AD | $973 | $1,199 |
| BRISTOL-MYERS SQUIBB CO | $2,343 | $2,432 |
| BROADCOM INC | $1,746 | $6,723 |
| BROADRIDGE FINANCIAL | $582 | $904 |
| BYD CO LTD UNSP/ADR | $792 | $884 |
| CADENCE DESIGN SYSTEMS INC | $602 | $901 |
| CANON INC | $663 | $944 |
| CARDINAL HEALTH INC | $2,007 | $2,011 |
| CARRIER GLOBAL | $510 | $751 |
| CATERPILLAR INC | $586 | $726 |
| CELLNEX TELECOM ADR | $1,451 | $1,372 |
| CHARLES SCHWAB CORP | $131 | $148 |
| CHUGAI PHARMACEUTICAL CO., LTD | $790 | $1,113 |
| CIGNA CORPORATION | $647 | $552 |
| CISCO SYSTEMS INC | $1,785 | $2,072 |
| CLOROX CO | $336 | $325 |
| COGNIZANT TECHNOLOGY SOLUTIONS | $1,267 | $1,230 |
| COMMONWEALTH BK AUS-SP ADR | $1,482 | $2,105 |
| CORNING INC | $214 | $333 |
| CROWN CASTLE INTL | $6,198 | $5,355 |
| CSL LTD | $888 | $876 |
| DAIMLER TRUCK HLDG | $24 | $19 |
| DAIWA HOUSE IND LTD | $7,157 | $7,276 |
| DBS GROUP HLDGS SPON ADR | $1,232 | $1,536 |
| DECKERS OUTDOOR CORPORATION | $3,616 | $4,874 |
| DELL TECHNOLOGIES INC CLASS C | $431 | $691 |
| DEUTSCHE TELE AG ADS | $730 | $1,045 |
| DIAGEO PLC ADS | $3,649 | $3,305 |
| DIGITAL RLTY TR INC | $392 | $709 |
| DISCO CORPORATION | $499 | $707 |
| DNB BANK ASA | $1,463 | $1,652 |
| DOORDASH ORD SHS CLASS A | $1,656 | $2,349 |
| DR ING H C F PORSCHE AG ADR | $2,207 | $2,090 |
| DSFIY | $80 | $71 |
| DSV UNSP ADR EACH REPR 0.5 ORD | $95 | $106 |
| EAST WEST BANCORP, INC | $1,439 | $1,436 |
| ECOLAB INC | $1,071 | $1,406 |
| ELECTRONIC ARTS | $4,229 | $4,243 |
| ELI LILLY & CO | $1,838 | $3,860 |
| EMERSON ELECTRIC CO | $735 | $991 |
| EQUINIX, INC | $773 | $943 |
| ESSILOR INTL ADR | $102 | $121 |
| EXELON CORPORATION | $224 | $226 |
| EXLSERVICE HOLDINGS INC | $2,918 | $3,284 |
| FAST RETAILING CO LT | $591 | $945 |
| FERGUSON PLC | $572 | $694 |
| FIDELITY NATIONAL INFORMATION | $472 | $646 |
| FISERV, INC | $1,008 | $1,849 |
| FORTESCUE METALS G ADR EA REPR | $47 | $45 |
| FORTINET INC | $4,552 | $5,196 |
| FORTIVE CORPORATION | $130 | $150 |
| FOX CORP CL B | $634 | $823 |
| FUJITSU LTD ADR OTC | $1,881 | $1,651 |
| GARTNER INC | $399 | $484 |
| GEELY AUTOMBL HL UNSP ADR | $859 | $1,317 |
| GENERAL MILLS INC | $824 | $765 |
| GILEAD SCIENCES INC | $3,989 | $4,157 |
| GIVAUDAN SA UNSP/ADR | $1,341 | $1,219 |
| GLOBE LIFE INC | $393 | $558 |
| GODADDY INC | $720 | $1,579 |
| GOLDMAN SACHS GROUP | $1,467 | $2,290 |
| HASBRO INC | $851 | $839 |
| HDFC BANK LTD ADR | $626 | $702 |
| HENDERSON GROUP PLC | $1,282 | $1,276 |
| HITACHI LTD | $1,102 | $2,720 |
| HOME DEPOT INC | $2,014 | $2,723 |
| HONDA MOTOR CO LTD | $31 | $29 |
| HONGKONG LAND HLDGS | $641 | $890 |
| HOYA CORP SPONS ADR | $744 | $868 |
| INDUSTRIA DE DISENO | $909 | $1,327 |
| INFOSYS TECH LTD SPD ADR | $268 | $329 |
| INGERSOLL-RAND INC | $712 | $1,086 |
| INT'L FLAVORS & FRAGRANCES INC | $79 | $85 |
| INTERNATIONAL BUSINESS MACHINE | $1,133 | $1,978 |
| INTUIT | $1,918 | $1,886 |
| INTUITIVE SURGICAL | $1,250 | $2,088 |
| IRON MOUNTAIN | $700 | $946 |
| ISHARES IBONDS DEC 2026 | $4,622 | $4,630 |
| ISHARES IBONDS TERM TREASURY E | $9,429 | $9,411 |
| JOHNSON & JOHNSON | $4,817 | $4,628 |
| JONES LANG LASALLE | $1,309 | $1,266 |
| KDDI CP UNSP ADR | $15 | $16 |
| KELLANOVA (FNA KELLOGG CO) | $687 | $972 |
| KOOKMIN BANK | $538 | $683 |
| KRAFT HEINZ CO | $1,066 | $1,075 |
| KT CORP ADS | $115 | $140 |
| L'OREAL ADR | $192 | $141 |
| LAIDLAW INTL | $920 | $840 |
| LAM RESEARCH CORP | $1,226 | $1,445 |
| LEGRAND INC | $1,369 | $1,352 |
| LLOYDS BANKING GROUP PLC | $717 | $908 |
| LONDON STK EXCHANGE GROUP | $1,015 | $1,285 |
| LONZA GROUP AG UNSP/ADR | $481 | $470 |
| LORD ABBETT INVESTMENT TRUST S | $19,256 | $18,905 |
| LUCID GROUP | $850 | $821 |
| MARVELL TECHNOLOGY, INC | $278 | $773 |
| MASTERCARD INC | $2,206 | $3,159 |
| MCCORMICK & CO | $2,209 | $2,211 |
| MEDTRONIC PLC | $5,012 | $4,553 |
| MEITUAN DIANPING UNSPONSORED A | $1,026 | $1,436 |
| MERCADOLIBRE, INC | $1,438 | $1,700 |
| MERCEDES-BENZ GROUP | $1,621 | $1,603 |
| MERCK & CO INC | $2,002 | $2,487 |
| META PLATFORMS INC | $4,080 | $4,099 |
| MICRON TECHNOLOGY | $159 | $168 |
| MICROSOFT CORP | $6,827 | $8,430 |
| MITSUI FUDOSAN CO | $860 | $934 |
| MONOLITHIC POWER SYSTEMS, INC | $1,234 | $1,183 |
| MOODYS CORP | $3,629 | $3,787 |
| MORGAN STANLEY | $1,297 | $1,760 |
| MS&AD INS GROUP ADR | $705 | $1,372 |
| N J RESOURCES CP | $3,131 | $3,172 |
| NASPERS LTD N SPONS ADR | $536 | $789 |
| NATIONAL AUSTRALIA BK LTD | $1,253 | $1,236 |
| NEBIUS GROUP N V | $1,693 | $1,136 |
| NESTE OYJ | $18 | $6 |
| NESTLE S.A | $2,973 | $2,941 |
| NETFLIX INC | $1,376 | $2,674 |
| NEWS CORP LTD CL A | $577 | $716 |
| NEXTRACKER INC | $538 | $548 |
| NINTENDO CO LTD ADR UNSPON | $732 | $980 |
| NN GROUP N.V. | $738 | $743 |
| NOMURA HOLDINGS ADR | $492 | $677 |
| NORDEA BANK ABP | $1,126 | $1,133 |
| NORTHERN TRUST CORPORATION | $4,792 | $5,125 |
| NOVARTIS AG ADR | $1,607 | $1,849 |
| NOVO NORDISK A S | $1,510 | $2,064 |
| NVIDIA CORP | $3,844 | $19,875 |
| NXP SEMICONDUCTORS | $494 | $624 |
| OLYMPUS CORP | $846 | $833 |
| ORACLE CORP | $1,512 | $2,166 |
| ORKLA ASA SPON ADR | $918 | $1,074 |
| ORMAT TECHNOLOGIES | $894 | $880 |
| PACCAR INC | $741 | $1,040 |
| PALO ALTO NETWORKS INC | $536 | $1,092 |
| PAYCHEX | $665 | $841 |
| PENTAIR INC. COM | $878 | $1,006 |
| PGIM SECURITIZED CREDIT | $14,187 | $14,231 |
| PIMCO INCOME FUND | $19,272 | $18,956 |
| PING AN INSURANCE GROUP ADR | $803 | $861 |
| PNC FINANCIAL GROUP INC | $381 | $579 |
| PROGRESSIVE CORP OHIO | $689 | $1,438 |
| PROSUS NV ADR | $763 | $873 |
| QUALCOMM INC | $818 | $1,383 |
| QUANTA SVCS INC | $619 | $1,264 |
| RANGE RESOURCES CORP DEL | $855 | $900 |
| REALTY INCOME CORP | $666 | $694 |
| RECKITT BENCKISER GROUP | $59 | $48 |
| RECRUIT HOLDINGS CO | $684 | $1,397 |
| REINSURANCE GROUP AMER INC | $7,058 | $7,050 |
| RELX PLC | $971 | $1,272 |
| RENAULT SA | $19 | $19 |
| ROCHE HOLDING LTD ADR | $200 | $209 |
| RPM INTERNATIONAL INC | $688 | $984 |
| S&P GLOBAL INC COM | $1,539 | $1,992 |
| SALESFORCE.COM | $5,081 | $6,352 |
| SANOFI-AVENTIS SPONSORED ADR | $2,500 | $2,508 |
| SAP AKTIENGESELL ADS | $1,230 | $2,216 |
| SCHLUMBERGER LTD | $644 | $575 |
| SCHNEIDER ELEC UNSP/ADR | $1,738 | $1,638 |
| SERVICE NOW | $906 | $2,120 |
| SHERWIN-WILLIAMS CO | $5,362 | $5,099 |
| SINGAPORE TELE ADR | $1,061 | $1,239 |
| SK TELECOM ADS ADS | $21 | $21 |
| SMC CORPORATION | $185 | $136 |
| SOCIETE GENERLE FRNCE ADR | $1,310 | $1,413 |
| SOFTBANK CP UNSP ADR | $473 | $692 |
| STATE STREET CORPORATION | $1,179 | $1,178 |
| STRYKER CORPORATION | $1,177 | $1,440 |
| SUMITOMO MITSUI FINCL GRP | $610 | $1,058 |
| SUN HUNG KAI PY LTD S/ADR | $3,167 | $2,863 |
| SUN LIFE FINANCIAL INC | $2,069 | $2,077 |
| SUPER MICRO COMPUTER INC | $690 | $457 |
| SWISSCOM AG S/ADR | $1,120 | $1,121 |
| T-MOBILE US INC | $881 | $1,545 |
| TAIWAN SEMICONDUCTOR MFG CO LT | $2,416 | $4,345 |
| TE CONNECTIVITY LTD | $758 | $858 |
| TELENOR ASA | $2,195 | $2,172 |
| TENARIS SA-ADR | $1,304 | $1,549 |
| TENCENT HOLDINGS LIMITED | $2,173 | $3,084 |
| TERNA RETE ELETTRICA | $24 | $24 |
| TESLA MOTORS INC | $4,587 | $6,058 |
| TEXAS PACIFIC LAND CORPORATION | $1,628 | $2,212 |
| THE COCA-COLA CO | $1,184 | $1,183 |
| THERMO FISHER SCIENTIFIC INC | $1,087 | $1,040 |
| TOKIO MARINE HOLDINGS INC | $694 | $1,225 |
| TOKYO ELECTRON LTD | $113 | $75 |
| TOTALENERGIES SE | $7,442 | $7,358 |
| TRANE TECHNOLOGIES PLC | $996 | $1,108 |
| TRAVELERS COMPANIES INC | $674 | $964 |
| TREASURY WINE ESTATES ADR | $1,465 | $1,449 |
| TWODY | $1,735 | $1,711 |
| UNICREDIT SPA | $649 | $1,019 |
| UNILEVER PLC AMER | $539 | $624 |
| UNION PACIFIC | $1,014 | $1,368 |
| UNITED UTILITS ADR | $278 | $289 |
| UNITEDHEALTH GROUP INC | $1,892 | $3,035 |
| VERIZON COMMUNICATIONS | $158 | $160 |
| VERTIV CL A | $648 | $1,136 |
| VESTAS WIND SYS UNSP/ADR | $6 | $5 |
| VINCI SA ADR | $4,114 | $3,901 |
| VISA INC | $2,601 | $3,792 |
| WELLTOWER INC. | $2,082 | $2,016 |
| WESTINGHOUSE AIR BRAKE TECHNOL | $873 | $1,327 |
| WHEATON PRECIOUS METALS CORP | $1,244 | $1,125 |
| WIPRO LTD SPON ADR | $364 | $453 |
| WOORI FINANCE ADR | $484 | $531 |
| XPENG INC | $1,024 | $957 |
| XYLEM INC | $141 | $116 |
| YUM BRANDS INC | $1,717 | $1,744 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $5,818 | $5,818 | |
| Bank Charges | $252 | $252 | |
| State or Local Filing Fees | $45 | $45 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Class Action Lawsuit Proceeds | Desc |
| Revenue And Expenses Per Books | $64 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $64 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $6,127 | Amt |
| Net Investment Income | $6,127 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Tax Paid | CategoryTxt |
| Amt | $616 | Amt |
| Net Investment Income | $616 | NetInvestmentIncomeAmt |