GIENAPP FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- GIENAPP FAMILY FOUNDATION (EIN 91-2154803)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-08
- IRS object ID
- 201901289349100145
- Schema version
- 2018v3.1
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-08T13:41:08-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 GIENAPP | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2019-04-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.187.244.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520191275000024 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-05-07 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8776116A3220F8F92B6869340FF540F084420A8B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8776116A3220F8F92B6869340FF540F084420A8B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $451,605 | 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 | $22,799 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $109 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $109 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $12,913 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,448 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,094 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $139,133 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,242 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $45,915 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $25,799 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $5,021 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,021 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $686 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $483 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $1,125 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,125 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,166 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $111 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,055 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,998 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,615 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,180 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $18,998 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,615 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $13,180 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $26,917 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,184 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $16,356 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $19,740 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $19,740 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $163,977 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $172,602 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $170,915 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $181,652 | CorporateStockBOYAmt |
| Corporate Stock EOY | $201,330 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $190,880 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $76,568 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $71,798 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $70,070 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $438,553 | TotalAssetsBOYAmt |
| Total Assets EOY | $465,470 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $451,605 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $438,553 | RetainedEarningBOYAmt |
| Retained Earning EOY | $465,470 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $438,553 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $465,470 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $438,553 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $465,470 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $438,553 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $26,917 | ExcessRevenueOverExpensesAmt |
| Subtotal | $465,470 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $465,470 | 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 | $139,133 | GrossSalesPriceAmt |
| Cost Or Other Basis | $125,891 | CostOrOtherBasisAmt |
| Gain Or Loss | $13,242 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $13,242 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,242 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $19,547 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $445,707 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043856 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $17,956 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $426,637 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042087 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $17,420 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $429,111 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.040596 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $17,694 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $407,974 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04337 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $12,443 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $374,079 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.033263 | DistributionYr5Rt |
| Total Distribution | 0.203172 | TotalDistributionRt |
| Average Distribution | 0.040634 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $456,962 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $18,568 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $202 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $18,770 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $13,180 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $404 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $404 | SubtotalAmt |
| Tax Based On Investment Income | $404 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $404 | TaxDueAmt |
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 (6 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 | 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 | VP / Board Member | 1.0 | $0 | $0 | $0 |
| Eric J 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 | $447,349 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,572 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $463,921 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $463,921 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,959 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $456,962 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $22,848 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $22,848 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $404 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $404 | TotalTaxAmt |
| Distributable Before Adj | $22,444 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $22,444 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $22,444 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $13,180 | 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 | $13,180 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $13,180 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $22,444 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $7,652 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Qualifying Distributions | $13,180 | QualifyingDistributionsAmt |
| Applied To Year1 | $7,652 | AppliedToYear1Amt |
| Applied To Current Year | $5,528 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $16,916 | 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 (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHILDRENS ALLIANCE | |||||||
| 718 6TH AVE S | SEATTLE | WA | 98104 | N/A | PC | General & Unrestricted | $500 |
| COMPASS HOUSING ALLIANCE | |||||||
| 210 ALASKAN WAY S | SEATTLE | WA | 98104 | N/A | PC | Charitable Event | $1,500 |
| ELIZABETH HOME | |||||||
| 1604 NE 50TH ST | SEATTLE | WA | 98105 | N/A | PC | General & Unrestricted | $600 |
| FOSS HOME & VILLIAGE | |||||||
| 13023 GREENWOOD AVE N | SEATTLE | WA | 98133 | N/A | PC | General & Unrestricted | $400 |
| FRANKLIN HIGH SCHOOL PTSA SEATTLE COUNCIL 6N 15 46 | |||||||
| 3013 S MOUNT BAKER BLVD | SEATTLE | WA | 98144 | N/A | PC | General & Unrestricted | $1,000 |
| FRIENDS OF ALICE BIRNEY ELEMENTARY SCHOOL | |||||||
| PO BOX 635343 | SAN DIEGO | CA | 92163 | N/A | PC | General & Unrestricted | $1,000 |
| LUTHERAN COMMUNITY SERVICES NORTHWEST | |||||||
| 4040 S 188TH ST | SEATAC | WA | 98188 | N/A | PC | to support the Fall Brunch | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,000 | 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 | $109 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,913 | 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 | $10,094 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $23,116 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $23,116 | 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 | $22,799 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | CISCO SYSTEMS INC CSCO, 277 sh. | $13,052 | 2018-09-10 |
| 1 | HP INC HPQ, 492 sh. | $9,747 | 2018-02-09 |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (13 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AT&T INC - 3.800% - 03/01/2024 | $2,981 | $2,966 |
| BANK AMER CORP FR - 3.300% - 0 | $6,106 | $5,909 |
| BANK NEW YORK MELLONCORP MTN B | $6,021 | $5,841 |
| BERKSHIRE HATHAWAY INC - 0.000 | $6,025 | $5,890 |
| CAPITAL ONE FINL CORP NOTE - 2 | $5,914 | $5,919 |
| CITIGROUP INC - 2.350% - 08/02 | $5,949 | $5,829 |
| GENERAL MTRS FINL CO INC - 3.1 | $6,125 | $5,949 |
| JPMORGAN CHASE & CO - 4.350% - | $6,473 | $6,135 |
| KINDER MORGAN ENER PT BD - 2.6 | $6,066 | $5,996 |
| MORGAN STANLEY - 2.625% - 11/1 | $5,944 | $5,845 |
| PNC FINL - 3.900% - 04/29/2024 | $3,056 | $2,982 |
| WELLS FARGO - 3.000% - 01/22/2 | $5,130 | $4,975 |
| WESTPAC BANKING CORP - 2.100% | $6,008 | $5,834 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (56 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADVANCED ENERGY IND INC | $3,592 | $2,490 |
| AERCAP HOLDING N.V | $3,339 | $2,376 |
| ALLISON TRANMISSION HOLDINGS | $3,559 | $3,732 |
| AMERISOURCEBERGEN CORP | $3,049 | $2,678 |
| AMGEN INC | $3,508 | $3,893 |
| APPLE INC | $2,962 | $4,259 |
| BARRICK GOLD CORP COM | $3,574 | $3,940 |
| BIOGEN INC | $3,587 | $3,009 |
| BRASKEM S A | $2,203 | $3,082 |
| BT GROUP PLC ADS | $4,579 | $3,374 |
| CGI INC CAD | $2,888 | $3,794 |
| CHINA MOBILE HGK LTD | $3,928 | $3,600 |
| CIGNA CORPORATION | $2,186 | $2,279 |
| CISCO SYSTEMS INC | $16,139 | $16,551 |
| COLLIERS INTERNATIONAL GROUP I | $2,048 | $3,137 |
| CVS CAREMARK CORP | $1,683 | $1,572 |
| DELUXE CORPORATION | $4,086 | $2,383 |
| F5 NETWORKS, INC | $3,426 | $4,213 |
| FIAT CHRYSLER AUTOMOBILES NV | $1,277 | $2,400 |
| GILEAD SCIENCES INC | $4,513 | $3,378 |
| GLAXOSMITHKLINE PLC | $3,685 | $3,745 |
| GRUPO AEROPORTUARIO DEL ADR | $3,622 | $2,936 |
| GRUPO AEROPORTUARIO DEL CENTRO | $3,653 | $3,384 |
| HP INC | $3,607 | $4,338 |
| INFOSYS TECH LTD SPD ADR | $3,008 | $3,998 |
| INTERCONTINENTAL HOTELS GROUP | $2,322 | $3,002 |
| INTERPUBLIC GROUP OF COS | $3,804 | $3,569 |
| KLA TENCOR CORP | $3,575 | $2,953 |
| MAGNA INTERNATIONAL INC | $2,738 | $3,000 |
| MICHAELS STORES INC | $3,382 | $2,017 |
| MOBILE TELSYS OJSC | $2,319 | $2,163 |
| MSG NETWORKS INC | $3,448 | $4,264 |
| NIC INC | $4,207 | $3,270 |
| NIELSEN HOLDINGS N.V | $3,702 | $2,543 |
| NORBORD INC | $3,540 | $2,553 |
| NOVO NORDISK A S | $2,503 | $3,271 |
| ORACLE CORP | $3,761 | $4,064 |
| PENTAIR INC. COM | $3,795 | $3,287 |
| PT TELEKOM. IND. TBK ADR | $3,459 | $3,145 |
| QUALCOMM INC | $4,581 | $4,098 |
| SILICON MOTION TECHNOLOGY CORP | $3,496 | $2,726 |
| SINOPEC SHANGHAI-SPONS ADR | $3,751 | $2,676 |
| SONY CORP ADR | $2,967 | $3,573 |
| TARO PHARMACEUTICAL INDUSTRIES | $5,253 | $3,809 |
| TELEFONICA BRASIL, S.A | $2,774 | $2,613 |
| TERNIUM S.A. ADS | $3,796 | $3,306 |
| TIVITY HEALTH, INC. | $3,411 | $2,307 |
| TRANSPORTADORA DE GAS DEL SUR | $3,663 | $2,580 |
| TURKCELL ILETISIM HIZMETLERI A | $3,759 | $4,620 |
| TWENTY-FIRST CENTURY CL B | $2,981 | $4,730 |
| VEDANTA LIMITED | $3,237 | $2,089 |
| VIACOM INC. CL B | $5,176 | $3,367 |
| WESTERN UNION CO | $4,096 | $3,651 |
| WIPRO LTD SPON ADR | $3,075 | $3,335 |
| WPP PLC | $3,811 | $2,082 |
| YY INC | $1,247 | $1,676 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $142,972 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $140,482 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $29,630 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $30,433 | 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 | $4,000 | $4,000 | |
| Bank Charges | $111 | $111 | |
| State or Local Filing Fees | $55 | $55 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $5,021 | Amt |
| Net Investment Income | $5,021 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Excise Tax for 2017 | $203 | |
| Foreign Tax Paid | $483 | $483 |