GIENAPP FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- GIENAPP FAMILY FOUNDATION (EIN 91-2154803)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-07-02
- IRS object ID
- 201401839349100510
- Schema version
- 2013v3.1
- 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
- Investments Land Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-07-02T16:31:49-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1 |
| City | Lake Success | City |
| State | NY | State |
| ZIP Code | 11042 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % c/o 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 | AddressLine1 |
| Address Line2 | Suite 123 | AddressLine2 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | John C Gienapp | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2014-06-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $400,075 | 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 | $12,350 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $14 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $7,325 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,515 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $57,462 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $352,248 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $61,233 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $77,151 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $66,762 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $3,633 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,633 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $544 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $4,600 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,600 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,070 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $227 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,843 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,847 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,860 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,443 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $16,847 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,860 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,443 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $60,304 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $62,902 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $30,842 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $28,358 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $28,358 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $75,401 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $198,326 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $195,608 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $203,289 | CorporateStockBOYAmt |
| Corporate Stock EOY | $96,753 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $129,712 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $46,399 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $46,397 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $309,532 | TotalAssetsBOYAmt |
| Total Assets EOY | $369,836 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $400,075 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $309,532 | RetainedEarningBOYAmt |
| Retained Earning EOY | $369,836 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $309,532 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $369,836 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $309,532 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $369,836 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $309,532 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $60,304 | ExcessRevenueOverExpensesAmt |
| Subtotal | $369,836 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $369,836 | 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 | $352,248 | GrossSalesPriceAmt |
| Cost Or Other Basis | $291,015 | CostOrOtherBasisAmt |
| Gain Or Loss | $61,233 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $61,233 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $61,233 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $12,825 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $318,742 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.040236 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $9,669 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $309,605 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.03123 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $17,134 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $284,176 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.060294 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $14,095 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $261,025 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.053999 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $16,641 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $270,875 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.061434 | DistributionYr5Rt |
| Total Distribution | 0.247193 | TotalDistributionRt |
| Average Distribution | 0.049439 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $374,079 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $18,494 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $629 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $19,123 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $12,443 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,258 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,258 | SubtotalAmt |
| Tax Based On Investment Income | $1,258 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $300 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $958 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,258 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
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 | co Foundation Source | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $352,559 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $27,217 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $379,776 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $379,776 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,697 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $374,079 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,704 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $18,704 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,258 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,258 | TotalTaxAmt |
| Distributable Before Adj | $17,446 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $17,446 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $17,446 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,443 | 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 | $12,443 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $12,443 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $17,446 | DistributableAsAdjustedAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $3,236 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,176 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,494 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $7,906 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $12,443 | QualifyingDistributionsAmt |
| Applied To Current Year | $12,443 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $5,003 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $5,003 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,903 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $2,903 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $2,903 | ExcessFromYear3Amt |
| 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 (6 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| INVISIBLE CHILDREN INC | |||||||
| 1620 5TH AVE | SAN DIEGO | CA | 92101 | N/A | PC | General & Unrestricted | $500 |
| LUTHERAN COMMUNITY SERVICES NORTHWEST | |||||||
| 4040 S 188TH ST STE 300 | SEATAC | WA | 98188 | N/A | PC | Charitable Event | $1,000 |
| PRESBYTERIAN COUNSELING SERVICE | |||||||
| 564 NE RAVENNA BLVD | SEATTLE | WA | 98115 | N/A | PC | General & Unrestricted | $500 |
| RECOVERY CAFE | |||||||
| 2022 BOREN AVE | SEATTLE | WA | 98121 | N/A | PC | General & Unrestricted | $1,000 |
| SOCIAL JUSTICE FUND NORTHWEST | |||||||
| 1904 3RD AVE STE 806 | SEATTLE | WA | 98101 | N/A | PC | General & Unrestricted | $500 |
| STEPPING STONE OF SAN DIEGO | |||||||
| 3767 CENTRAL AVE | SAN DIEGO | CA | 92105 | N/A | PC | General & Unrestricted | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,000 | 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 | $14 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,325 | 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 | $57,462 | 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 | $64,801 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $64,801 | 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 | c/o John Gienapp 12055 Lakeside Pl | AddressLine1 |
| City | Seattle | City |
| State | WA | State |
| ZIP Code | 98125 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $12,350 | 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, 301 sh. | $6,238 | 2013-03-01 |
| 1 | TRW AUTOMOTIVE HOLDINGS CORP TRW, 105 sh. | $6,112 | 2013-03-01 |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (7 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN INTL GROUP INC - 4.87 | $5,477 | $5,484 |
| BEAR STEARNS COS INC SUB - 5.5 | $5,569 | $5,572 |
| EBAY INC-3.250%-10/15/2020 | $10,227 | $10,220 |
| EXPRESS SCRIPTS INC - 3.125% | $5,238 | $5,230 |
| GOOGLE INC-3.625%-05/19/2021 | $10,430 | $10,390 |
| MACYS RETAIL HLDGS INC - 2.875 | $4,506 | $4,528 |
| WACHOVIA CORP SR NT - 0.65906% | $4,952 | $4,973 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (24 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $5,131 | $5,596 |
| APPLE INC. | $4,424 | $5,610 |
| BUCKLE INC | $4,332 | $5,361 |
| CA INC. | $4,026 | $5,754 |
| CF INDUSTRIES HOLDINGS, INC | $4,780 | $6,059 |
| CHEMED CORP | $4,645 | $5,900 |
| CISCO SYSTEMS INC | $4,995 | $5,406 |
| COACH INC | $5,940 | $6,118 |
| DELUXE CORPORATION | $3,598 | $5,897 |
| DOLBY LABORATORIES | $5,417 | $6,170 |
| DUN & BRADSTREET CORP | $3,094 | $5,892 |
| EXPRESS, INC | $4,142 | $4,387 |
| FLUOR CORP | $3,682 | $6,182 |
| H&R BLOCK INC. | $3,686 | $5,576 |
| LEIDOS HOLDINGS INC | $3,200 | $3,952 |
| LENDER PROCESSING SERVICES INC | $4,083 | $6,018 |
| MICROSOFT CORPORATION | $3,936 | $5,537 |
| NORTHROP GRUMMAN CORP | $3,501 | $5,731 |
| NVIDIA CORP | $4,730 | $5,927 |
| QUESTCOR PHARMACEUTICALS, INC. | $2,522 | $4,955 |
| RAYTHEON CO. | $3,620 | $5,714 |
| SCIENCE APPLICATIONS INTERNATL | $1,169 | $1,356 |
| STARZ | $2,246 | $4,211 |
| VALUECLICK INC | $5,854 | $6,403 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $159,145 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $158,386 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $39,181 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $37,222 | StateLocalSecEOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $3,808 | $3,808 | |
| Bank Charges | $227 | $227 | |
| 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 | $3,633 | Amt |
| Net Investment Income | $3,633 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF EXTENSION FOR 2012 | $241 |
| 990-PF Estimated Tax for 2013 | $300 |
| 990-PF Excise Tax for 2012 | $3 |