GIENAPP FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- GIENAPP FAMILY FOUNDATION (EIN 91-2154803)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-10-14
- IRS object ID
- 202132879349100853
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Compensation Explanation
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-14T08:27:58-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | ONE HOLLOW LN STE 212 | AddressLine1Txt |
| City | LAKE SUCCESS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | 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 | JOHN C GIENAPP | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2021-09-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN C | PersonFirstNm |
| Person Last | GIENAPP | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $524,291 | 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 | $10,344 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $42 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $42 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $9,067 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,642 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,379 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $222,831 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,379 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $67 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $67 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $21,899 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,130 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $5,039 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,039 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $383 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $5,040 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,035 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,462 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,044 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,035 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $17,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $17,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $28,312 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,044 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $22,885 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,413 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,086 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $18,662 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $18,002 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $18,002 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $158,701 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $126,667 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $134,603 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $218,414 | CorporateStockBOYAmt |
| Corporate Stock EOY | $211,159 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $255,746 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $79,298 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $112,834 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $115,940 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $475,075 | TotalAssetsBOYAmt |
| Total Assets EOY | $468,662 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $524,291 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $475,075 | RetainedEarningBOYAmt |
| Retained Earning EOY | $468,662 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $475,075 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $468,662 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $475,075 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $468,662 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $475,075 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,413 | ExcessRevenueOverExpensesAmt |
| Subtotal | $468,662 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $468,662 | 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 | $222,831 | GrossSalesPriceAmt |
| Cost Or Other Basis | $220,452 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,379 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,379 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,379 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $85 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $85 | SubtotalAmt |
| Tax Based On Investment Income | $85 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $90 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $90 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5 | OverpaymentAmt |
| Applied To ES Tax | $5 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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, Treas*, VP | 1.0 | $0 | $0 | $0 |
| John C Gienapp | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Board Member | 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, VP* | 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 | 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 | $471,621 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,304 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $486,925 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $486,925 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,304 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $479,621 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $23,981 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $23,981 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $85 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $85 | TotalTaxAmt |
| Distributable Before Adj | $23,896 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $23,896 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $23,896 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $22,885 | 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 | $22,885 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $22,885 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $23,896 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $20,928 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Qualifying Distributions | $22,885 | QualifyingDistributionsAmt |
| Applied To Year1 | $20,928 | AppliedToYear1Amt |
| Applied To Current Year | $1,957 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $21,939 | 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 (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHILDRENS ALLIANCE | |||||||
| 100 S KING ST STE 100 1026 | SEATTLE | WA | 98104 | N/A | PC | General & Unrestricted | $750 |
| COMPASS HOUSING ALLIANCE | |||||||
| 220 DEXTER AVE N | SEATTLE | WA | 98109 | N/A | PC | General & Unrestricted | $750 |
| ELIZABETH HOME | |||||||
| 1604 NE 50TH ST | SEATTLE | WA | 98105 | N/A | PC | General & Unrestricted | $1,100 |
| EQUAL JUSTICE INITIATIVE | |||||||
| 122 COMMERCE ST | MONTGOMERY | AL | 36104 | N/A | PC | General & Unrestricted | $150 |
| FOSS HOME & VILLAGE | |||||||
| 13023 GREENWOOD AVE N | SEATTLE | WA | 98133 | N/A | PC | General & Unrestricted | $1,800 |
| FRANKLIN HIGH SCHOOL PTSA SEATTLE COUNCIL 6N 15 46 | |||||||
| 3013 S MOUNT BAKER BLVD | SEATTLE | WA | 98144 | N/A | PC | General & Unrestricted | $1,250 |
| FRIENDS OF ALICE BIRNEY ELEMENTARY SCHOOL | |||||||
| PO BOX 635343 | SAN DIEGO | CA | 92163 | N/A | PC | General & Unrestricted | $3,000 |
| HOLDEN VILLAGE | |||||||
| HCO BOX 2 | CHELAN | WA | 98816 | N/A | PC | General & Unrestricted | $800 |
| HORIZON HOUSE | |||||||
| 900 UNIVERSITY ST | SEATTLE | WA | 98101 | N/A | PC | Resident's Assistance Fund | $1,000 |
| LUTHERAN COMMUNITY SERVICES NORTHWEST | |||||||
| 4040 S 188TH ST STE 300 | SEATAC | WA | 98188 | N/A | PC | General & Unrestricted | $3,600 |
| LUTHERAN IMMIGRATION AND REFUGEE SERVICE | |||||||
| 700 LIGHT ST | BALTIMORE | MD | 21230 | N/A | PC | General & Unrestricted | $250 |
| MEDECINS SANS FRONTIERES USA INC - DOCTORS WITHOUT | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | N/A | PC | General & Unrestricted | $1,000 |
| PINE RIDGE GIRLS SCHOOL INC | |||||||
| 2237 BIA 27 | PORCUPINE | SD | 57772 | N/A | PC | General & Unrestricted | $500 |
| SYRIAN AMERICAN MEDICAL SOCIETY FOUNDATION | |||||||
| 1012 14TH ST NW | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $250 |
| TIDES CENTER | |||||||
| PO BOX 29907 | SAN FRANCISCO | DC | 94129 | N/A | PC | To support National Bail Fund Network Project | $150 |
| UNIVERSITY CHURCHES EMERGENCY FUND | |||||||
| 4515 16TH AVE NE | SEATTLE | WA | 98105 | N/A | PC | General & Unrestricted | $500 |
| UNIVERSITY DISTRICT SERVICE LEAGUE | |||||||
| 5017 ROOSEVELT WAY NE | SEATTLE | WA | 98105 | N/A | PC | General & Unrestricted | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $17,850 | 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 | $42 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,067 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,379 | 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 | $67 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $11,555 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,555 | 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 | John Gienapp Living Trust | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 University Street Apt A-S | AddressLine1Txt |
| City | Seattle | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,344 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | CLEARBRIDGE LARGE CAP GROWTH I SBLYX, 160 sh. | NoncashPropertyDesc |
| Fair Market Value | $10,344 | FairMarketValueAmt |
| Received | 2020-09-22 | ReceivedDt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (2 entries)
| Short ExplanationShortExplanationTxt |
|---|
| Anne A Gienapp |
| * Removed from the Position in 2020 |
| Katie A Gienapp |
| * Removed from the Position in 2020 |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (17 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AT&T INC - 2.750% - 06/01/2031 | $5,990 | $6,394 |
| BANK AMER CORP FR - 3.300% - 0 | $6,106 | $6,361 |
| BANK NEW YORK MELLONCORP MTN B | $6,021 | $6,184 |
| BOEING - 3.200% - 03/01/2029 | $6,320 | $6,296 |
| CANADIAN NATURAL RESOURCES - 2 | $5,990 | $6,291 |
| CAPITAL ONE FINL CORP NOTE - 3 | $6,104 | $6,041 |
| CITIGROUP INC - 2.350% - 08/02 | $5,949 | $6,066 |
| COMCAST CORP - 3.700% - 04/15/ | $6,656 | $6,614 |
| COMMONSPIRIT HEALTH BOND - 2.7 | $13,001 | $13,959 |
| ENERGY TRANSFER OPERATING LP - | $7,465 | $7,508 |
| GENERAL MOTORS - 3.450% - 01/1 | $6,129 | $6,161 |
| GOLDMAN SACHS GROUP INC NOTE - | $6,054 | $6,674 |
| JPMORGAN CHASE & CO - 4.350% - | $6,474 | $6,153 |
| KINDER MORGAN ENERGY PARTNERS | $6,086 | $6,000 |
| MORGAN STANLEY - 2.625% - 11/1 | $5,944 | $6,116 |
| ROYAL BANK OF CANADA - 4.650% | $6,537 | $7,081 |
| WESTPAC BANKING CORP - 2.100% | $6,008 | $6,041 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (78 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $734 | $985 |
| ACCENTURE PLC | $977 | $1,567 |
| ACTIVISION BLIZZARD INC | $445 | $743 |
| ADOBE SYSTEMS, INC | $278 | $500 |
| AFLAC INC | $784 | $667 |
| ALLSTATE CORP | $742 | $770 |
| ALTRIA GROUP INC | $738 | $574 |
| AMERISOURCEBERGEN CORP | $678 | $782 |
| AMGEN INC | $610 | $690 |
| APPLE INC | $709 | $1,592 |
| APPLIED MATERIALS INC | $497 | $1,036 |
| AT&T, INC | $3,091 | $3,106 |
| AUTOMATIC DATA PROCESSING INC | $585 | $705 |
| BANK OF AMERICA CORP | $1,486 | $1,910 |
| BERKSHIRE HATHAWAY INC. CLASS | $1,286 | $1,623 |
| BRISTOL-MYERS SQUIBB CO | $1,279 | $1,489 |
| BROADCOM INC | $312 | $438 |
| CARDINAL HEALTH INC | $777 | $911 |
| CATERPILLAR INC | $645 | $910 |
| CHEVRON CORP | $1,164 | $845 |
| CIGNA CORPORATION | $815 | $1,041 |
| CISCO SYSTEMS INC | $788 | $761 |
| CLEARBRIDGE LARGE CAP GROWTH I | $30,991 | $39,696 |
| COLGATE-PALMOLIVE COMPANY | $668 | $770 |
| COMCAST CORP | $1,611 | $2,096 |
| COSTCO WHOLESALE CORPORATION | $598 | $754 |
| D R HORTON | $635 | $689 |
| DANAHER CORP | $2,172 | $2,221 |
| EXXON MOBIL CORP | $1,815 | $1,072 |
| FACEBOOK INC | $563 | $819 |
| FRANKLIN RES INC | $767 | $575 |
| GENERAL MILLS INC | $737 | $823 |
| HOME DEPOT INC | $2,953 | $3,453 |
| INTEL CORP | $1,111 | $1,196 |
| JOHNSON & JOHNSON | $1,078 | $1,259 |
| JP MORGAN CHASE | $3,348 | $3,939 |
| JPMORGAN EMERGING MKTS EQUITY | $19,574 | $27,898 |
| LAZARD INTERNATIONAL EQUITY PO | $39,015 | $46,411 |
| LINDE PLC COM | $2,112 | $2,372 |
| MASTERCARD INC | $2,425 | $2,856 |
| MCDONALD'S CORP | $2,001 | $2,146 |
| MCKESSON CORP | $752 | $1,044 |
| MEDTRONIC PLC | $1,689 | $1,874 |
| MERCK & CO INC | $1,868 | $1,800 |
| MICROSOFT CORP | $2,794 | $3,336 |
| MORGAN STANLEY INSTI FD INTERN | $14,681 | $16,782 |
| NETFLIX INC | $565 | $1,081 |
| NEXTERA ENERGY, INC | $1,574 | $1,852 |
| NIKE INC-CL B | $568 | $849 |
| NVIDIA CORP | $2,565 | $3,133 |
| OMNICOM GROUP | $794 | $624 |
| ORACLE CORP | $1,481 | $1,747 |
| PAYPAL HOLDINGS, INC | $102 | $234 |
| PEPSICO INC | $688 | $742 |
| PFIZER INC | $2,124 | $2,245 |
| PHILIP MORRIS INTL | $704 | $745 |
| PRINCIPAL FINANCIAL GROUP | $770 | $695 |
| PROCTER GAMBLE CO | $716 | $835 |
| QUALCOMM INC | $781 | $1,523 |
| RAYTHEON TECHNOLOGIES CORP | $676 | $787 |
| ROBERT HALF INTL INC | $704 | $687 |
| SALESFORCE.COM | $751 | $1,113 |
| SEALED AIR CORP | $647 | $733 |
| SNAP ON INC | $793 | $856 |
| SYSCO CORP | $635 | $891 |
| T. ROWE PRICE GROUP | $522 | $757 |
| TEXAS INSTRUMENTS INC | $3,595 | $4,431 |
| THE COCA-COLA CO | $2,182 | $2,358 |
| THERMO FISHER SCIENTIFIC INC | $572 | $932 |
| UNION PACIFIC | $2,673 | $3,540 |
| UNITEDHEALTH GROUP INC | $1,204 | $1,753 |
| VERIZON COMMUNICATIONS | $1,432 | $1,410 |
| VIATRIS ORD SHS | $111 | $131 |
| VISA INC | $714 | $875 |
| WAL-MART STORES INC | $600 | $721 |
| WALT DISNEY HOLDINGS CO | $906 | $1,268 |
| WCM FOCUSED INTL GROWTH FUNDS | $23,082 | $26,080 |
| WESTERN UNION CO | $550 | $592 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $106,685 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $113,347 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $19,982 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $21,256 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $5,000 | $5,000 | |
| Bank Charges | $5 | $5 | |
| State or Local Filing Fees | $35 | $35 |
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 | $67 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $67 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $5,039 | Amt |
| Net Investment Income | $5,039 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Excise Tax for 2019 | CategoryTxt |
| Amt | $383 | Amt |
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