GIENAPP FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- GIENAPP FAMILY FOUNDATION (EIN 91-2154803)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-04-30
- IRS object ID
- 201531209349101103
- Schema version
- 2014v5.0
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-04-30T16:10:35-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 |
| Address Line2 | Suite 123 | AddressLine2Txt |
| 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 | 2015-04-16 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $418,031 | 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 | $10,144 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $39 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $39 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $10,598 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,598 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $16,788 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $198,457 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $18,080 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $37,569 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $28,717 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $4,379 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,379 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,558 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $4,059 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,059 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,181 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $146 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,035 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,177 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,525 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,094 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $23,777 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,525 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $17,694 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $13,792 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $24,192 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $28,358 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $16,013 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $16,013 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $198,326 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $191,598 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $190,917 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $96,753 | CorporateStockBOYAmt |
| Corporate Stock EOY | $129,444 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $164,838 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $46,399 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $46,573 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $46,263 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $369,836 | TotalAssetsBOYAmt |
| Total Assets EOY | $383,628 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $418,031 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $369,836 | RetainedEarningBOYAmt |
| Retained Earning EOY | $383,628 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $369,836 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $383,628 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $369,836 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $383,628 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $369,836 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $13,792 | ExcessRevenueOverExpensesAmt |
| Subtotal | $383,628 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $383,628 | 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 | $198,457 | GrossSalesPriceAmt |
| Cost Or Other Basis | $180,377 | CostOrOtherBasisAmt |
| Gain Or Loss | $18,080 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $18,080 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $18,080 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $12,443 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $374,079 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.033263 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $12,825 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $318,742 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.040236 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $9,669 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $309,605 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.03123 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $17,134 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $284,176 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.060294 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $14,095 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $261,025 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.053999 | DistributionYr5Rt |
| Total Distribution | 0.219022 | TotalDistributionRt |
| Average Distribution | 0.043804 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $407,974 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $17,871 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $242 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $18,113 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $17,694 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $484 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $484 | SubtotalAmt |
| Tax Based On Investment Income | $484 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $600 | TotalPaymentsAndCreditsAmt |
| Overpayment | $116 | OverpaymentAmt |
| Applied To ES Tax | $116 | 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 |
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 |
|---|---|---|---|---|---|---|
| Anne A Gienapp | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Board Member / Treas | 1.0 | $0 |
| John C Gienapp | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres / Board Member | 1.0 | $0 |
| John W Gienapp | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Board Member / Sec | 1.0 | $0 |
| Katie A Gienapp | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Board Member | 1.0 | $0 |
| Eric J Olson | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Board Member | 1.0 | $0 |
| Shannon C Rankin | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Board Member | 1.0 | $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 | $389,590 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $24,597 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $414,187 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $414,187 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,213 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $407,974 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $20,399 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $20,399 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $484 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $484 | TotalTaxAmt |
| Distributable Before Adj | $19,915 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $19,915 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $19,915 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $17,694 | 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 | $17,694 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $17,694 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $19,915 | DistributableAsAdjustedAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Excess Distribution Cyov Yr4 | $2,903 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $2,903 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $17,694 | QualifyingDistributionsAmt |
| Applied To Current Year | $17,694 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $2,221 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $2,221 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $682 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $682 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $682 | ExcessFromYear4Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 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 | $1,000 |
| COMPASS HOUSING ALLIANCE | |||||||
| 77 S WASHINGTON ST | SEATTLE | WA | 98104 | N/A | PC | Capital Campaign | $2,500 |
| ELIZABETH HOME | |||||||
| 1604 NE 50TH ST | SEATTLE | WA | 98105 | N/A | PC | General & Unrestricted | $300 |
| FOSS HOME | |||||||
| 13023 GREENWOOD AVE N | SEATTLE | WA | 98133 | N/A | PC | General & Unrestricted | $300 |
| LAKE WASHINGTON GIRLS MIDDLE SCHOOL | |||||||
| 810 18TH AVE | SEATTLE | WA | 98122 | N/A | PC | General & Unrestricted | $500 |
| LUTHERAN COMMUNITY SERVICES NORTHWEST | |||||||
| 4040 S 188TH ST STE 300 | SEATAC | WA | 98188 | N/A | PC | General & Unrestricted | $3,000 |
| RECOVERY CAFE | |||||||
| 2022 BOREN AVE | SEATTLE | WA | 98121 | N/A | PC | General & Unrestricted | $1,000 |
| SEATTLE CHILDRENS THEATRE ASSOCIATION | |||||||
| 201 THOMAS ST | SEATTLE | WA | 98109 | N/A | PC | General & Unrestricted | $500 |
| SOCIAL JUSTICE FUND NORTHWEST | |||||||
| 1904 3RD AVE STE 806 | SEATTLE | WA | 98101 | N/A | PC | General & Unrestricted | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,600 | 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 | $39 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,598 | 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 | $16,788 | 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 | $27,425 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $27,425 | 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 | John Gienapp 12055 Lakeside Pl NE | AddressLine1Txt |
| City | Seattle | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98125 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,144 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | QUESTCOR PHARMACEUTICALS, INC. QCOR, 135 sh. | NoncashPropertyDesc |
| Fair Market Value | $10,144 | FairMarketValueAmt |
| Received | 2014-02-19 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (9 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BEAR STEARNS COS INC SUB - 5.5 | $5,569 | $5,387 |
| EBAY INC NOTE - 2.60000% - 07/ | $4,621 | $4,746 |
| GOOGLE INC - 3.375% - 02/25/20 | $5,004 | $5,210 |
| MERRILL LYNCH & CO NOTES - 5.0 | $5,205 | $5,006 |
| MONSANTO COMPANY - 1.150% - 06 | $4,995 | $4,964 |
| MORGAN STANLEY SR NT-F - 4.750 | $5,471 | $5,326 |
| NASDAQ OMX GROUP - 5.250% - 01 | $5,484 | $5,440 |
| PNC FINL - 3.900% - 04/29/2024 | $5,094 | $5,090 |
| WELLS FARGO - 3.000% - 01/22/2 | $5,130 | $5,094 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (24 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACTIVISION BLIZZARD INC | $5,739 | $6,629 |
| APPLE INC. | $5,000 | $8,388 |
| BOOZ ALLEN HAMILTON HOLDING CO | $5,747 | $8,039 |
| BROCADE COMMUNICATIONS SYST IN | $6,356 | $8,192 |
| CA INC. | $4,498 | $5,694 |
| CGI GROUP INC CL A SUB VTG SHS | $6,371 | $6,678 |
| CIRRUS LOGIC INC | $6,242 | $6,482 |
| CISCO SYSTEMS INC | $4,995 | $6,705 |
| DELUXE CORPORATION | $4,188 | $7,657 |
| DUN & BRADSTREET CORP | $3,094 | $5,806 |
| FLUOR CORP | $3,682 | $4,669 |
| H&R BLOCK INC. | $6,834 | $7,073 |
| KRAFT FOODS GROUP, INC. | $6,466 | $7,081 |
| MADDEN STEVEN LTD | $6,566 | $6,239 |
| MANTECH INTERNATIONAL CORP | $4,753 | $4,716 |
| MICROSOFT CORPORATION | $3,936 | $6,875 |
| NORTHROP GRUMMAN CORP | $4,822 | $8,990 |
| OMNICOM GROUP | $6,685 | $7,515 |
| ORACLE CORP | $6,749 | $7,375 |
| RAYTHEON CO. | $4,727 | $8,113 |
| SCIENCE APPLICATIONS INTERNATI | $5,854 | $7,132 |
| STARZ | $3,285 | $5,316 |
| SYNTEL INC | $6,499 | $6,927 |
| VIACOM INC. CL B | $6,356 | $6,547 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $152,417 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $151,948 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $39,181 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $38,969 | 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 | $146 | $146 | |
| State or Local Filing Fees | $35 | $35 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $4,379 | Amt |
| Net Investment Income | $4,379 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2014 | $600 |
| 990-PF Extension for 2013 | $958 |