GIENAPP FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- GIENAPP FAMILY FOUNDATION (EIN 91-2154803)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-12
- IRS object ID
- 201741329349101589
- Schema version
- 2016v3.0
- 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 Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-12T13:21:01-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-05-01 | 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 | 06391520171325000107 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-05-12 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A03CA8425FE017993163D7917FD3F5FFAC126974 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 259C731B7C7CCB55DA46458F0098BC0D5A2501CB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $432,155 | 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 | $10,082 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $30 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $30 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $13,012 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,547 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $23,153 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $290,390 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $28,793 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $92 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $92 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $46,369 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $41,462 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $5,696 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,696 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $199 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $17 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $1,377 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,377 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,212 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $177 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,035 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,484 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,890 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,412 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $24,384 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,890 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $18,312 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $21,985 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $35,572 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $9,379 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,739 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,739 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $164,430 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $147,444 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $144,595 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $159,100 | CorporateStockBOYAmt |
| Corporate Stock EOY | $182,128 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $187,020 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $77,019 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $91,602 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $89,801 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $409,928 | TotalAssetsBOYAmt |
| Total Assets EOY | $431,913 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $432,155 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $409,928 | RetainedEarningBOYAmt |
| Retained Earning EOY | $431,913 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $409,928 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $431,913 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $409,928 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $431,913 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $409,928 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $21,985 | ExcessRevenueOverExpensesAmt |
| Subtotal | $431,913 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $431,913 | 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 | $290,390 | GrossSalesPriceAmt |
| Cost Or Other Basis | $261,597 | CostOrOtherBasisAmt |
| Gain Or Loss | $28,793 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $28,793 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $28,793 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $17,420 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $429,111 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.040596 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $17,694 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $407,974 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04337 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $12,443 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $374,079 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.033263 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $12,825 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $318,742 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.040236 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $9,669 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $309,605 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.03123 | DistributionYr5Rt |
| Total Distribution | 0.188695 | TotalDistributionRt |
| Average Distribution | 0.037739 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $426,637 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $16,101 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $356 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $16,457 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $18,312 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $356 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $356 | SubtotalAmt |
| Tax Based On Investment Income | $356 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $356 | 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 |
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 | $419,647 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,487 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $433,134 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $433,134 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,497 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $426,637 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $21,332 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $21,332 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $356 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $356 | TotalTaxAmt |
| Distributable Before Adj | $20,976 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $20,976 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $20,976 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $18,312 | 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 | $18,312 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $356 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $17,956 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $20,976 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,656 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Qualifying Distributions | $18,312 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,656 | AppliedToYear1Amt |
| Applied To Current Year | $15,656 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $5,320 | 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 |
|---|---|---|---|---|---|---|---|
| 350ORG | |||||||
| 20 JAY ST STE 1010 | BROOKLYN | NY | 11201 | N/A | PC | General & Unrestricted | $100 |
| ALLIANCE FOR AFRICAN ASSISTANCE | |||||||
| 5952 EL CAJON BLVD | SAN DIEGO | CA | 92115 | N/A | PC | General & Unrestricted | $500 |
| CHILDRENS ALLIANCE | |||||||
| 718 6TH AVE S | SEATTLE | WA | 98104 | N/A | PC | General & Unrestricted | $500 |
| COMPASS HOUSING ALLIANCE | |||||||
| 70 S WASHINGTON | SEATTLE | WA | 98104 | N/A | PC | Church of Steadfast Love Program | $250 |
| DOCTORS WITHOUT BORDERS USA INC | |||||||
| 333 7TH AVE 2ND FL | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $500 |
| ELIZABETH HOME | |||||||
| 1604 NE 50TH ST | SEATTLE | WA | 98105 | N/A | PC | General & Unrestricted | $500 |
| FOSS HOME & VILLIAGE | |||||||
| 13023 GREENWOOD AVE N | SEATTLE | WA | 98133 | N/A | PC | General & Unrestricted | $300 |
| FRIENDS OF ALICE BIRNEY ELEMENTARY SCHOOL | |||||||
| PO BOX 635343 | SAN DIEGO | CA | 92163 | N/A | PC | General & Unrestricted | $1,000 |
| HOLDEN VILLAGE | |||||||
| HCO BOX 2 | CHELAN | WA | 98816 | N/A | PC | General & Unrestricted | $1,000 |
| ISLAMIC RELIEF USA | |||||||
| 3655 WHEELER AVE | ALEXANDRIA | VA | 22304 | N/A | PC | Syrian Humanitarian Aid Fund | $100 |
| LAKE WASHINGTON GIRLS MIDDLE SCHOOL | |||||||
| 810 18TH AVE | SEATTLE | WA | 98122 | N/A | PC | General & Unrestricted | $1,000 |
| LUTHERAN COMMUNITY SERVICES NORTHWEST | |||||||
| 4040 S 188TH ST STE 300 | SEATAC | WA | 98188 | N/A | PC | General & Unrestricted | $3,000 |
| LUTHERAN IMMIGRATION AND REFUGEE SERVICE | |||||||
| 700 LIGHT ST | BALTIMORE | MD | 21230 | N/A | PC | General & Unrestricted | $250 |
| PINE RIDGE GIRLS SCHOOL INC | |||||||
| 100 CHILDRENS LN | PORCUPINE | SD | 57772 | N/A | PC | General & Unrestricted | $500 |
| PRESBYTERIAN COUNSELING SERVICE | |||||||
| 564 NE RAVENNA BLVD | SEATTLE | WA | 98115 | N/A | PC | General & Unrestricted | $300 |
| RECOVERY CAFE | |||||||
| 2022 BOREN AVE | SEATTLE | WA | 98121 | N/A | PC | General & Unrestricted | $1,000 |
| REFUGEE WOMENS ALLIANCE | |||||||
| 4008 MARTIN LUTHER KING JR WAY SOU | SEATLE | WA | 98108 | N/A | PC | General & Unrestricted | $500 |
| SOCIAL JUSTICE FUND NORTHWEST | |||||||
| 1904 3RD AVE STE 806 | SEATTLE | WA | 98101 | N/A | PC | General & Unrestricted | $600 |
| SYRIAN AMERICAN MEDICAL SOCIETY FOUNDATION | |||||||
| 3660 STUTZ DR STE 100 | CANFIELD | OH | 44406 | N/A | PC | General & Unrestricted | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,900 | 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 | $30 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,012 | 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 | $23,153 | 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 | $92 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $36,287 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $36,287 | 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 | 12055 Lakeside Place Ne | AddressLine1Txt |
| City | Seattle | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98125 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,082 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | DELUXE CORPORATION DLX, 160 sh. | NoncashPropertyDesc |
| Fair Market Value | $10,082 | FairMarketValueAmt |
| Received | 2016-05-12 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (16 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AFLAC INC - 3.625% - 11/15/202 | $5,230 | $5,146 |
| AMER INTERNATIONAL GROUP INC - | $5,630 | $5,213 |
| AMERICAN TOWER CORP - 4.500% - | $6,341 | $6,158 |
| BANK AMER CORP FR - 2.000% - 0 | $5,997 | $6,011 |
| BERKSHIRE HATHAWAY INC - 0.000 | $6,025 | $5,978 |
| HCP INC NOTE - 2.625% - 02/01/ | $5,939 | $5,997 |
| JPMORGAN CHASE & CO - 4.350% - | $6,474 | $6,396 |
| MONSANTO COMPANY - 1.150% - 06 | $4,995 | $4,988 |
| MORGAN STANLEY SR NT-F - 4.750 | $5,471 | $5,038 |
| NASDAQ OMX GROUP - 5.250% - 01 | $5,484 | $5,174 |
| PNC FINL - 3.900% - 04/29/2024 | $5,094 | $5,099 |
| ROPER INDS INC - 2.050% - 10/0 | $5,018 | $5,017 |
| VERIZON COMMUNICATIONS INC - 5 | $6,788 | $6,633 |
| VISA INC NOTE - 3.150% - 12/14 | $5,978 | $6,023 |
| WELLS FARGO - 3.000% - 01/22/2 | $5,130 | $5,068 |
| WESTPAC BANKING CORP - 0.021% | $6,008 | $5,862 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (54 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERCO | $3,403 | $4,065 |
| AMERICA MOVIL SA | $3,030 | $3,331 |
| ANHEUSER BUSCH COS INC | $3,190 | $3,163 |
| APPLE INC | $3,124 | $3,938 |
| AUTOLIV INC | $2,984 | $3,395 |
| BRASKEM S A | $3,162 | $4,094 |
| BROCADE COMMUNICATIONS SYST IN | $3,560 | $3,859 |
| BT GROUP PLC ADS | $3,171 | $3,247 |
| CA INC | $3,797 | $3,812 |
| CHINA MOBILE HGK LTD | $3,084 | $2,989 |
| CISCO SYSTEMS INC | $3,726 | $3,868 |
| COLLIERS INTERNATIONAL GROUP I | $3,075 | $3,161 |
| CRANE CO | $3,228 | $3,678 |
| DELUXE CORPORATION | $3,596 | $3,939 |
| EBAY INC | $3,646 | $3,978 |
| ERICSSON L M TEL CO | $3,086 | $3,533 |
| FIAT CHRYSLER AUTOMOBILES NV | $3,133 | $3,703 |
| GEN DYNAMICS CP | $3,452 | $3,799 |
| GILEAD SCIENCES INC | $4,513 | $3,652 |
| GRUPO AEROPORTUARIO | $2,990 | $3,022 |
| H&R BLOCK INC | $3,913 | $3,885 |
| HP INC | $3,467 | $3,769 |
| INFOSYS TECH LTD SPD ADR | $3,008 | $3,114 |
| INTERCONTINENTAL HOTELS GROUP | $3,006 | $3,325 |
| INTERDIGITAL COMMUNICATIONS CO | $3,243 | $4,384 |
| INTERPUBLIC GROUP OF COS | $3,404 | $3,652 |
| LEJU HOLDINGS LIMITED | $3,070 | $3,346 |
| LIONS GATE ENTERTAINMENT CORP | $1,523 | $1,423 |
| MAGNA INTERNATIONAL INC | $3,021 | $3,298 |
| MOBILE TELSYS OJSC | $3,052 | $3,726 |
| MSG NETWORKS INC | $3,707 | $4,193 |
| NOVO NORDISK A S | $3,015 | $3,192 |
| OMNICOM GROUP | $3,310 | $3,660 |
| ORACLE CORP | $3,894 | $3,653 |
| PT TELEKOM. IND. TBK ADR | $3,136 | $3,178 |
| QUALCOMM INC | $3,875 | $3,716 |
| SANOFI-AVENTIS SPONSORED ADR | $3,167 | $3,154 |
| SAP AKTIENGESELL ADS | $3,098 | $3,198 |
| SHAW COMMUNICATIONS INC | $3,089 | $3,190 |
| SILICON MOTION TECHNOLOGY CORP | $3,001 | $2,889 |
| SYNTEL INC | $6,590 | $3,740 |
| TAIWAN SEMICONDUCTOR MFG CO LT | $3,085 | $2,990 |
| TARO PHARMACEUTICAL INDUSTRIES | $4,621 | $3,790 |
| TATA MOTORS LTD ADS | $3,283 | $3,233 |
| TELECOM ARGENTINA | $2,935 | $2,853 |
| TELEFONICA BRASIL, S.A | $3,035 | $3,211 |
| TESSERA HOLDING CORPORATION | $3,205 | $4,198 |
| TEVA PHARMACEUTICAL INDUSTRIES | $3,215 | $2,973 |
| UNILEVER N V N Y | $3,119 | $3,244 |
| VIACOM INC. CL B | $5,524 | $3,615 |
| WESTERN UNION CO | $3,383 | $3,888 |
| WIPRO LTD SPON ADR | $3,075 | $3,146 |
| WPP PLC NEW/ADR | $3,028 | $3,209 |
| YY INC | $3,081 | $2,759 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $88,133 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $86,866 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $59,311 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $57,729 | 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 | $177 | $177 | |
| 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 | $92 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $92 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $5,696 | Amt |
| Net Investment Income | $5,696 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Excise Tax for 2015 | $182 | |
| Foreign Tax Paid | $17 | $17 |