GILES W & ELISE G MEAD FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GILES W & ELISE G MEAD FOUNDATION (EIN 95-6040921)
- Tax period
- 2023-11-01 to 2024-10-31
- Filed
- 2025-03-19
- IRS object ID
- 202530789349101158
- Schema version
- 2023v6.0
- 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
- Accounting Fees Schedule
- Dissolution Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Liquidation Explanation Stmt
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-03-19T17:40:10-05:00 | ReturnTs |
| Tax Period End | 2024-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941194016 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK NUBER PS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10900 NE 4TH STREET SUITE 1400 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956040921 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GILES W & ELISE G MEAD FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GILE | BusinessNameControlTxt |
| Phone | 2062573587 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1910 FAIRVIEW AVENUE EAST 200 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CALDER M MACKAY | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2062000384 | PhoneNum |
| Signature | 2025-03-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANCES OLSON | PreparerPersonNm |
| PTIN | P01228048 | PTIN |
| Phone | 4254541919 | PhoneNum |
| Preparation | 2025-03-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,586,958 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $922 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $922 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $618,941 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $618,941 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,045,644 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,110,507 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,045,644 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,665,507 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,665,507 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,488 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,488 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $63,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,385 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $57,465 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $43,480 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $43,480 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $30,820 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,328 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,436 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,436 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $145,074 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $57,193 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $64,389 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,000,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,000,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,145,074 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $57,193 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,064,389 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$8,479,567 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,608,314 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,730,954 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,976,951 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,976,951 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $12,698,330 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,487,223 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,487,223 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,454,576 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,122,784 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,122,784 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $821 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $19,884,681 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,586,958 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,586,958 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $488 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $488 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $16,547,958 | CapitalStockBOYAmt |
| Capital Stock EOY | $16,547,958 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,336,235 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$3,961,000 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $19,884,193 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,586,958 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $19,884,681 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,586,958 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $19,884,193 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$8,479,567 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,182,332 | OtherIncreasesAmt |
| Subtotal | $12,586,958 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,586,958 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| CAPITAL GAIN DISTRIBUTION | P | 2023-11-01 | 2024-10-31 | $79,783 | $79,783 | $79,783 | |
| MARKETABLE SECURITIES | P | 2023-11-01 | 2024-10-31 | $10,030,724 | $965,861 | $965,861 | $9,064,863 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,045,644 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $22,356 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $22,356 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $22,356 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $4,701 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $22,701 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $345 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | Yes (1) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.GILESWMEADFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | CORIENT CO ROBIN SKEEN | IndividualWithBooksNm |
| Phone | 2062573587 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1910 FAIRVIEW AVENUE EAST SUITE 200 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| GILES W MEAD | ||||||||
| 1910 FAIRVIEW AVENUE EAST SUITE 200 | SEATTLE | WA | 98102 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| PARRY MEAD MURRAY | ||||||||
| 1910 FAIRVIEW AVENUE EAST SUITE 200 | SEATTLE | WA | 98102 | VICE PRESIDENT | 0.30 | $0 | $0 | $0 |
| RICHARD N MACKAY | ||||||||
| 1910 FAIRVIEW AVENUE EAST SUITE 200 | SEATTLE | WA | 98102 | VICE PRESIDENT | 0.30 | $0 | $0 | $0 |
| CALDER M MACKAY | ||||||||
| 1910 FAIRVIEW AVENUE EAST SUITE 200 | SEATTLE | WA | 98102 | CFO/TREASURER | 3.00 | $0 | $0 | $0 |
| KATHERINE CONE KECK | ||||||||
| 1910 FAIRVIEW AVENUE EAST SUITE 200 | SEATTLE | WA | 98102 | DIRECTOR | 0.30 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORIENT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 925 FOURTH AVE STE 2288 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ACCOUNTING | ServiceTypeTxt |
| Compensation | $54,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,869,572 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,144,367 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,013,939 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,013,939 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $225,209 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,788,730 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $739,437 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $739,437 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $22,356 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $22,356 | TotalTaxAmt |
| Distributable Before Adj | $717,081 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $717,081 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $717,081 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,064,389 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $10,064,389 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $717,081 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $15,122 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $85,308 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $100,430 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,064,389 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $717,081 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,347,308 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,447,738 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $9,447,738 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $15,122 | ExcessFromYear2Amt |
| Excess From Year1 | $85,308 | ExcessFromYear1Amt |
| Excess From Current Year | $9,347,308 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| STIFEL CHARITABLE | ||||||
| ONE FINANCIAL PLZ 501 N BROADWAY | ST LOUIS | MO | 63102 | PC | DAF CONTRIBUTION FOR GENERAL SUPPORT | $2,500,000 |
| FIDELITY CHARITABLE | ||||||
| 245 SUMMER ST | BOSTON | MA | 02210 | PC | DAF CONTRIBUTION FOR GENERAL SUPPORT | $2,500,000 |
| NATIONAL PHILANTHROPIC TRUST | ||||||
| 165 TOWNSHIP LINE ROAD SUITE 1200 | JENKINTOWN | PA | 19046 | PC | DAF CONTRIBUTION FOR GENERAL SUPPORT | $5,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,000,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $922 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $618,941 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,045,644 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,665,507 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,665,507 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $63,850 | Amt |
| Net Investment Income | $6,385 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $57,465 | DisbursementsCharitablePrpsAmt |
Dissolution Stmt DissolutionStmt
Dissolution Information DissolutionInformationGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Short ExplanationShortExplanationTxt | DissolutionDissolutionAmt |
|---|---|---|---|---|---|
| STIFEL CHARITABLE | |||||
| ONE FINANCIAL PLZ 501 N BROADWAY | ST LOUIS | MO | 63102 | SIGNIFICANT TRANSFER OF ASSETS TO A DONOR ADVISED FUND. THE ASSETS TRANSFERRED DURING THE REPORTING YEAR WERE $2,500,000 PURSUANT TO THE DIVISION AGREEMENT OF THE FOUNDATION. THESE DISTRIBUTIONS DO NOT CONSTITUTE A FINAL DISTRIBUTION OF THE FOUNDATION'S ASSETS. | $2,500,000 |
| FIDELITY CHARITABLE | |||||
| 245 SUMMER ST | BOSTON | MA | 02210 | SIGNIFICANT TRANSFER OF ASSETS TO A DONOR ADVISED FUND. THE ASSETS TRANSFERRED DURING THE REPORTING YEAR WERE $2,500,000 PURSUANT TO THE DIVISION AGREEMENT OF THE FOUNDATION. THESE DISTRIBUTIONS DO NOT CONSTITUTE A FINAL DISTRIBUTION OF THE FOUNDATION'S ASSETS. | $2,500,000 |
| NATIONAL PHILANTHROPIC TRUST | |||||
| 165 TOWNSHIP LINE ROAD SUITE 1200 | JENKINTOWN | PA | 19046 | SIGNIFICANT TRANSFER OF ASSETS TO A DONOR ADVISED FUND. THE ASSETS TRANSFERRED DURING THE REPORTING YEAR WERE $5,000,000 PURSUANT TO THE DIVISION AGREEMENT OF THE FOUNDATION. THESE DISTRIBUTIONS DO NOT CONSTITUTE A FINAL DISTRIBUTION OF THE FOUNDATION'S ASSETS. | $5,000,000 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PIMCO TOTAL RETURN FUND | $731,877 | $731,877 |
| METROPOLITAN WEST | $183,522 | $183,522 |
| BRANDYWINEGLOBAL GLBL | $207,385 | $207,385 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CAUSEWAY INTERNATIONAL | $659,866 | $659,866 |
| DODGE & COX STOCK FUND | $831,423 | $831,423 |
| LAZARD EMRG MKTS EQTY | $443,028 | $443,028 |
| PIMCO COMMODITY REAL | $108,202 | $108,202 |
| VAN ECK GLOBAL HARD | $204,739 | $204,739 |
| VANGUARD 500 INDEX FD | $1,607,264 | $1,607,264 |
| BMO PYRFORD INTL | $280,436 | $280,436 |
| PRINCIPAL DIVERSIFIED | $360,367 | $360,367 |
| ISHARES MSCI EMERGING | $334,220 | $334,220 |
| VANGUARD MID CAP VALUE | $281,170 | $281,170 |
| VANGUARD RUSSELL 2000 | $265,512 | $265,512 |
| AMERICAN FD EUROPAC | $581,566 | $581,566 |
| ISHARES RUSSELL 2500 | $529,430 | $529,430 |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THIS STATEMENT IS SUBMITTED IN ACCORDANCE WITH REG. 1.6043-3(A)(1) AND FORM 990-PF "GENERAL INSTRUCTION T" TO REPORT THE DISTRIBUTION OF CERTAIN ASSETS. DURING FISCAL YEAR 2024, THE GILES W. & ELISE G. MEAD FOUNDATION MADE MULTIPLE DISTRIBUTIONS FROM SOURCES OTHER THAN CURRENT INCOME RESULTING IN A SUBSTANTIAL CONTRACTION. IN ORDER TO ENSURE THAT THE ASSETS OF THE FOUNDATION ARE USED EFFICIENTLY TO FURTHER ITS CHARITABLE PURPOSES, THE BOARD OF DIRECTORS OF THE FOUNDATION (THE "BOARD") HAS DETERMINED THAT IT IS IN THE FOUNDATION'S BEST INTEREST TO WIND UP ITS AFFAIRS AND DISSOLVE. THIS WAS APPROVED AS PART OF A BOARD RESOLUTION IN SEPTEMBER 2023. IN CONNECTION WITH SUCH DISSOLUTION, THE BOARD HAS APPROVED A PHASE OUT PLAN IN WHICH THE FOUNDATION TRANSFERS ALL OF ITS ASSETS INTO SEPARATE DONOR ADVISED FUNDS OVER A TWO YEAR PERIOD, AT WHICH POINT IT WILL FORMALLY CLOSE. STIFEL CHARITABLE 84-2049692 ONE FINANCIAL PLZ 501 N BROADWAY ST. LOUIS, MO 63102 ASSETS DISTRIBUTED FMV CASH & EQUIVALENTS - $2,500,000 FIDELITY CHARITABLE 11-0303001 245 SUMMER ST. BOSTON, MA 02210 ASSETS DISTRIBUTED FMV CASH & EQUIVALENTS - $2,500,000 NATIONAL PHILANTHROPIC TRUST 23-7825575 165 TOWNSHIP LINE ROAD, SUITE 1200 JENKINTOWN, PA 19046 ASSETS DISTRIBUTED FMV CASH & EQUIVALENTS - $5,000,000 | ExplanationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,488 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,488 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSE | $179 | $0 | $179 |
| INSURANCE | $2,436 | $0 | $2,436 |
| LOSS ON ASSETS | $821 | $0 | $821 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $1,182,332 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $43,480 | Amt |
| Net Investment Income | $43,480 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $23,492 | $0 | $0 |
| FOREIGN TAXES | $7,328 | $7,328 | $0 |
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