Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
Gienapp Family Foundation
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

91-2154803
B Telephone number (see instructions)

(800) 839-1754
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$486,865J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 10,013
2 Check right arrow.............
3 Interest on savings and temporary cash investments 134 134  
4 Dividends and interest from securities... 12,163 12,163  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -13,299
b Gross sales price for all assets on line 6a 343,157
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
624    
12 Total. Add lines 1 through 11........ 9,635 12,297  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
5,156 5,156    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
697 697    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 1,501     1,501
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
6,016 267   5,749
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 13,370 6,120   7,250
25 Contributions, gifts, grants paid....... 16,250 16,250
26 Total expenses and disbursements. Add lines 24 and 25 29,620 6,120   23,500
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -19,985
b Net investment income (if negative, enter -0-) 6,177
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 25,328 15,535 15,535
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 454,313 Click to see attachment
List of Attached Documents:
// Content
444,121 		471,330
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 479,641 459,656 486,865
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 479,641 459,656
29 Total net assets or fund balances (see instructions)..... 479,641 459,656
30 Total liabilities and net assets/fund balances (see instructions). 479,641 459,656
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
479,641
2
Enter amount from Part I, line 27a .....................
2
-19,985
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
459,656
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
459,656
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a Publicly-traded Securities      
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 343,157   356,194 -13,037
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -13,037
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -13,037
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 86
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 86
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 86
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 100
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 100
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 14
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow14 Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowWA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowFoundation Source Telephone no.right arrow (800) 839-1754

Located atright arrow501 Silverside Road Suite 123WilmingtonDE ZIP+4right arrow198091377
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
Anne A Gienapp Board Member, VP
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
John C Gienapp Pres, Board Member
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
John W Gienapp Board Member, Sec
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Katie A Gienapp Board Member
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Clara Gienapp Olson Board Member
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Eric J Olson Board Member, Treas
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Mari Gienapp Olson Board Member
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Shannon C Rankin Board Member
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
 
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
 
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
442,101
b
Average of monthly cash balances.......................
1b
14,826
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
456,927
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
456,927
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
6,854
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
450,073
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
22,504
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
22,504
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
86
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
86
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
22,418
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
22,418
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
22,418
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
23,500
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
23,500
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 22,418
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 21,662
b Total for prior years:2021, 2020, 2019  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 23,500
a Applied to 2022, but not more than line 2a 21,662
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2023 distributable amount..... 1,838
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		20,580
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023.... 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
John C Gienapp
Katie A Gienapp
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

CHILDRENS ALLIANCE

113 CHERRY ST BOX 87190
SEATTLE,WA98104 		N/A PC General & Unrestricted 1,000

CHILDRENS CANCER THERAPY DEVELOPMENT INSTITUTE

9025 NE VON NEUMANN DR STE 110
HILLSBORO,OR97006 		N/A PC Charlie Forever fund 1,000

COALITION FOR RAINFOREST NATIONS SECRETARIAT

52 VANDERBILT AVE
NEW YORK,NY10017 		N/A PC General & Unrestricted 500

COMMON POWER FUTURE

PO BOX 51125
SEATTLE,WA98115 		N/A PC General & Unrestricted 500

COMPASS HOUSING ALLIANCE

210 ALASKAN WAY S
SEATTLE,WA98104 		N/A PC General & Unrestricted 2,000

DAKOTA WICOHAN

230 W 2ND ST
MORTON,MN56270 		N/A PC General & Unrestricted 500

ELIZABETH HOME

1604 NE 50TH ST
SEATTLE,WA98105 		N/A PC Charitable Event 500

FAIRVOTE

8484 GEORGIA AVE 240
SILVER SPRING,MD20910 		N/A PC General & Unrestricted 500

FRIENDS OF ROOSEVELT MIDDLE SCHOOL

PO BOX 33192
SAN DIEGO,CA92163 		N/A PC General & Unrestricted 1,500

HOLDEN VILLAGE

11155 RAILROAD CREEK FS 8301 RD
CHELAN,WA98816 		N/A PC General & Unrestricted 500

HORIZON HOUSE

900 UNIVERSITY ST
SEATTLE,WA98101 		N/A PC the Partners in Caring Annual Fund Drive 2,000

INTERNATIONAL RESCUE COMMITTEE INC

PO BOX 6068
ALBERT LEA,MN56007 		N/A PC General & Unrestricted 750

LUTHERAN IMMIGRATION AND REFUGEE SERVICE

700 LIGHT ST
BALTIMORE,MD21230 		N/A PC General & Unrestricted 1,000

MIRACLE LEAGUE OF SAN DIEGO DAN ENGEL

1420 KETTNER BLVD STE 204
SAN DIEGO,CA92101 		N/A PC General & Unrestricted 500

NARAL PRO-CHOICE AMERICA FOUNDATION- REPRODUCTIVE

1725 EYE ST NW SUITE 900
WASHINGTON,DC20006 		N/A PC General & Unrestricted 500

PAWSITIVE TEAMS INC

7031 CARROLL RD
SAN DIEGO,CA92121 		N/A PC General & Unrestricted 500

PINE RIDGE GIRLS SCHOOL INC

5300 MEMORIAL DR STE 475
HOUSTON,TX77007 		N/A PC General & Unrestricted 500

RESIDENTS COUNCIL OF HORIZON HOUSE

900 UNIVERSITY ST
SEATTLE,WA98101 		N/A PC Employee Recognition Fund 1,000

UNIVERSITY DISTRICT SERVICE LEAGUE

5017 ROOSEVELT WAY NE
SEATTLE,WA98105 		N/A PC Charitable Event 750

WORLD WILDLIFE FUND INC

1250 24TH ST NW
WASHINGTON,DC20037 		N/A PC General & Unrestricted 250
Total .................................right arrow 3a 16,250
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 134  
4 Dividends and interest from securities ....     14 12,163  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 -13,299  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFederal Tax Refund 		    01 624  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   -378  
13Total. Add line 12, columns (b), (d), and (e)..................
13
-378
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
Gienapp Family Foundation
 
Employer identification number

91-2154803
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
Gienapp Family Foundation
  		Employer identification number
91-2154803
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
Gienapp John C
900 University Street Apt 1506
 
Seattle, WA98101

$ 10,013


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
Gienapp Family Foundation
  		Employer identification number

91-2154803
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 APPLE INC AAPL, 55 sh. $ 9,902 2023-10-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
Gienapp Family Foundation
  		Employer identification number

91-2154803
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2023 DepreciationSchedule
Name:
Gienapp Family Foundation
EIN:
91-2154803
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

TY 2023 InvestmentsCorpStockSchedule
Name:
Gienapp Family Foundation
EIN:
91-2154803
Name of Stock End of Year Book Value End of Year Fair Market Value
3I GROUP PLC ADR 958 1,306
ABB LTD 794 1,108
ABBOTT LABS 2,235 2,311
ACCENTURE PLC 1,477 2,105
ADOBE SYSTEMS, INC 2,314 2,386
AFLAC INC 681 908
AGILENT TECHNOLOGIES INC 1,184 1,112
AGRICULTURAL BANK OF CHINA LIM 1,107 1,104
AIA GROUP LTD ADR 1,111 971
AIRBNB 831 953
AIRPORTS OF THAILAND PUBLIC CO 1,318 1,043
AJINOMOTO INC UNSPONS ADR 752 921
ALBEMARLE CP 975 867
ALLIANZ SE 1,082 1,148
ALPHABET INC CL A 5,473 5,308
ALPHABET INC CL C 6,388 6,201
AMADEUS IT HLDS SA 925 937
AMAZON COM 10,651 9,875
AMER INTERNATIONAL GROUP INC 1,095 1,355
AMERICAN EXPRESS CO 1,242 1,499
AMERICAN TOWER REIT INC 1,585 1,295
AMPOL LIMITED 1,979 2,259
ANGLO AM PLC ADR 2,577 1,997
ANHEUSER BUSCH COS INC 998 1,034
ANZ GROUP HOLDINGS LIMITED ADS 1,035 1,111
AON PLC CL A 864 873
APPLE INC 18,702 20,407
APPLIED MATERIALS INC 1,132 1,297
APTIV PLC 861 807
ARISTA NETWORKS 509 942
ASE TECHNOLOGY HOLDINGS CO LTD 1,025 1,459
ASML HOLDING NV NY REG SHS 1,976 2,271
ATLAS COPCO AB A SHS ADR 1,111 1,325
AUTOMATIC DATA PROCESSING INC 1,351 1,631
AXA ADS 852 850
AXONIC STRATEGIC INCOME FUND 7,531 7,139
BAIDU.COM - ADR 956 834
BANCO BILBAO ARG SA 642 993
BANCO DE CHILE ADS 655 715
BANCO DO BRASIL S A SPONSORED 707 834
BANCOLOMBIA SA 1,152 1,138
BANK HAPOALIM BM ADR 1,116 1,083
BANK NEW YORK MELLON CORP COM 1,116 1,093
BANK OF CHINA UNSP/ADR 947 1,031
BAYERISCHE MOTOREN WERKE AG AD 1,166 1,489
BDO UNIBANK INC SPON ADR EA RE 900 759
BECTON DICKINSON & CO 1,315 1,219
BIOGEN INC 1,177 1,294
BNP PARIBAS SPONS ADR 1,077 1,146
BORG WARNER INC 715 789
BOSTON SCIENTIFIC 1,340 1,619
BRAMBLES LTD UNSP AD 1,247 1,179
BROADCOM INC 1,804 3,349
BROADRIDGE FINANCIAL 728 1,029
BROWN FORMAN CORP CL B 756 742
BUILDERS FIRST SOURCE INC 635 835
BYD CO LTD UNSP/ADR 792 719
CADENCE DESIGN SYSTEMS INC 784 1,089
CANON INC 685 768
CARRIER GLOBAL 695 862
CATERPILLAR INC 1,460 1,774
CBOE HOLDINGS INC 571 893
CENTRICA 710 711
CHARLES SCHWAB CORP 1,604 1,376
CHARTER COMMUNICATIONS, INC 1,295 777
CHINA MERCHANTS BANK 850 608
CHUGAI PHARMACEUTICAL CO., LTD 995 1,188
CHURCH & DWIGHT 798 756
CIGNA CORPORATION 983 1,198
CISCO SYSTEMS INC 2,198 2,122
CLOUDFLARE, INC. 712 916
CME GROUP, INC 1,363 1,264
COGNIZANT TECHNOLOGY SOLUTIONS 543 680
COLGATE-PALMOLIVE COMPANY 979 1,036
COMMONWEALTH BK AUS-SP ADR 1,482 1,676
COMPAGNIE DE SAINT G 718 900
COMPAGNIE FINANCIERE RICHEMONT 1,194 992
CONSTELLATION BRANDS INC 924 967
COPART INC 1,139 1,421
CORNING INC 910 853
CORTEVA INC 2,466 1,965
CRODA INTL 819 632
CROWN CASTLE INTL 1,515 1,037
CSX CORP 1,227 1,179
D R HORTON 739 912
DAI NIPPON PRINTING LTD JAPANS 913 930
DAIWA HOUSE IND LTD 1,105 1,296
DEERE CO 1,078 1,200
DELL TECHNOLOGIES INC CLASS C 718 765
DEUTSCHE TELE AG ADS 855 989
DEXCOM, INC 810 993
DIAGEO PLC ADS 1,641 1,311
DIGITAL RLTY TR INC 683 807
DISCO CORPORATION 690 890
DNB BANK ASA 1,463 1,766
DOORDASH ORD SHS CLASS A 717 890
DRAFTKINGS INC 644 635
DSV UNSP ADR EACH REPR 0.5 ORD 1,137 1,054
EBAY INC 705 698
ECOLAB INC 1,015 1,190
ELECTRONIC ARTS 653 684
ELEVANCE HEALTH INC 826 943
ELI LILLY & CO 1,835 4,080
EMERSON ELECTRIC CO 732 779
ENN ENERGY HOLDINGS LIMITED 1,009 559
EQUINIX, INC 773 805
EQUITABLE HOLDINGS INC 847 1,066
ESSILOR INTL ADR 901 904
ESTEE LAUDER COMPANIES INC 1,663 1,316
EVERSOURCE ENERGYINC 2,475 2,098
EXELON CORPORATION 1,606 1,472
F M C CP 1,581 1,324
FAST RETAILING CO LT 611 714
FASTENAL COMPANY 595 648
FERGUSON PLC 717 965
FIDELITY NATIONAL INFORMATION 1,208 961
FLUTTER ENTMT PLC ADR 718 710
FOMENTO ECONOMICO MEXICANO 683 782
FORTESCUE METALS G ADR EA REPR 956 1,413
FORTIVE CORPORATION 926 884
FRANKS INTERNATIONAL NV 1,215 1,461
GALLAGHER ARTHUR J & CO 865 1,124
GARTNER INC 797 902
GENERAL MILLS INC 824 847
GENUINE PARTS COMPANY 1,127 970
GODADDY INC 698 849
GOLD FIELDS LTD ADS 585 578
GOLDMAN SACHS GROUP 1,865 1,929
HALLIBURTON COMPANY 4,805 4,591
HDFC BANK LTD ADR 2,023 2,148
HEXAGON 995 1,046
HF SINCLAIR CORPORATION 1,265 1,334
HILTON WORLDWIDE HOLDINGS, INC 1,351 1,639
HITACHI LTD 1,102 1,590
HOME DEPOT INC 2,429 3,119
HOYA CORP SPONS ADR 744 872
HUMANA INC 495 458
ICICI BK LTD ADS 2,442 2,694
ILLINOIS TOOL WORKS 1,180 1,310
INDUSTRIA DE DISENO 909 1,138
INDUSTRIAL & COM UNSP/ADR 1,051 943
INFOSYS TECH LTD SPD ADR 1,260 1,176
INGERSOLL-RAND INC 797 1,083
INT'L FLAVORS & FRAGRANCES INC 1,724 1,134
INTERNATIONAL BUSINESS MACHINE 1,503 1,963
INTUITIVE SURGICAL 1,250 1,349
ISHARES IBONDS DEC 2025 TERM T 3,249 3,259
ISHARES IBONDS DEC 2026 3,800 3,817
ISHARES IBONDS TERM TREASURY E 4,415 4,433
ISUZU MOTORS UNSP/ADR 869 889
J SAINSBURY 787 860
JABIL CIRCUIT INC 889 892
JD.COM, INC 1,758 1,011
JERONIMO MARTINS 877 964
JOHNSON CONTROLS INTERNATIONAL 1,005 749
JULIUS BAER GROUP LTD 808 625
KDDI CP UNSP ADR 866 898
KENVUE INC 854 947
KEPPEL CORP LTD ADR 1,147 1,251
KEURIG DR PEPPER INC 1,065 966
KIMBERLY CLARK CORP 1,084 972
KLA TENCOR CORP 914 1,163
KOOKMIN BANK 1,170 1,034
KRAFT HEINZ CO 1,020 961
L'OREAL ADR 1,088 1,193
LAIDLAW INTL 532 786
LAM RESEARCH CORP 524 783
LAS VEGAS SANDS CORP 885 689
LEAR CORP 786 847
LEGAL & GENERAL GROUP 803 867
LIVE NATION INC COM 703 749
LLOYDS BANKING GROUP PLC 950 946
LOCALIZA RENT A CAR SA 1,072 1,076
LOEWS CORP 2,143 2,575
LONZA GROUP AG UNSP/ADR 1,107 758
LORD ABBETT INVESTMENT TRUST S 8,430 7,814
LVMH MOET HENN UNSP 1,645 1,949
MACQUARIE GROUP LTD ADR 1,336 1,374
MARTIN MARIETTA MATLS INC 1,157 1,497
MARVELL TECHNOLOGY, INC 988 905
MASTERCARD INC 1,898 2,559
MAZDA MOTOR CORP 791 761
MCDONALD'S CORP 1,707 2,372
MEDTRONIC PLC 1,213 1,153
MEITUAN DIANPING UNSPONSORED A 1,097 777
MERCADOLIBRE, INC 1,277 1,572
MERCEDES-BENZ GROUP 1,389 1,207
MERCK & CO INC 2,295 3,162
METLIFE INC 950 992
METTLER-TOLEDO INTL 1,516 1,213
MICROCHIP TECHNOLOGY INC 827 902
MICRON TECHNOLOGY 861 1,195
MICROSOFT CORP 14,541 18,049
MITSUI FUDOSAN CO 928 1,024
MONGODB INC CL A 731 818
MOODYS CORP 1,196 1,172
MS&AD INS GROUP ADR 822 958
NASDAQ OMX GROUP 728 814
NASPERS LTD N SPONS ADR 593 676
NATIONAL AUSTRALIA BK LTD 1,391 1,500
NESTE OYJ 3,441 2,489
NESTLE S.A 2,243 2,081
NETFLIX INC 1,659 1,948
NEWS CORP LTD CL A 758 859
NIKE INC-CL B 1,752 1,303
NINTENDO CO LTD ADR UNSPON 822 974
NOMURA HOLDINGS ADR 921 965
NORDEA BANK ABP 758 830
NORFOLK SOUTHERN CORP 1,345 1,182
NOVARTIS AG ADR 2,242 2,726
NOVO NORDISK A S 1,919 3,207
NUCOR CP 739 870
NVIDIA CORP 3,352 8,419
NXP SEMICONDUCTORS 823 1,148
ON SEMICONDUCTOR 660 835
ORKLA ASA SPON ADR 918 965
OVERSEA-CHINESE ADR 685 706
PACCAR INC 826 1,269
PALO ALTO NETWORKS INC 724 1,180
PAYCHEX 886 953
PAYPAL HOLDINGS, INC 2,464 798
PENTAIR INC. COM 767 800
PEPSICO INC 2,742 2,548
PING AN INSURANCE GROUP ADR 1,249 767
PINTEREST INC 681 815
PNC FINANCIAL GROUP INC 1,441 1,394
POSTAL SAVINGS BANK UNSPONSORE 834 577
PPG INDUSTRIES INC 1,032 1,196
PROGRESSIVE CORP OHIO 904 1,274
PROLOGIS 1,799 1,600
PROSUS NV ADR 846 726
PRUDENTIAL FINCL INC 1,208 1,245
PT BANK RAKYAT ADR 1,271 1,301
PULTE GROUP INC 655 826
QUALCOMM INC 974 1,591
QUANTA SVCS INC 757 1,079
REALTY INCOME CORP 974 1,091
RECKITT BENCKISER GROUP 796 742
RECRUIT HOLDINGS CO 684 835
RELIANCE STL & ALMN 775 839
RELX PLC 1,278 1,507
RENESAS ELECTRONICS CORP 695 948
RENTOKIL INITIAL PLC SPON ADR 894 658
ROCHE HOLDING LTD ADR 2,578 2,282
ROPER INDUSTRIES 1,024 1,090
RPM INTERNATIONAL INC 772 1,005
S&P GLOBAL INC COM 1,924 2,203
SALESFORCE.COM 1,929 2,368
SAP AKTIENGESELL ADS 1,757 2,010
SCHNEIDER ELEC UNSP/ADR 1,192 1,368
SECOM CO LTD ADR OTC 930 949
SEEK LTD 895 941
SERVICE NOW 906 1,413
SHINHAN FINL GROUP CO LTD 1,194 1,231
SINGAPORE TELE ADR 1,061 1,028
SMC CORPORATION 775 801
SNAM SPA ADR 1,820 1,710
SOFTBANK CP UNSP ADR 683 749
SONY GROUP CORP 1,715 1,515
STRYKER CORPORATION 1,477 1,497
SUMITOMO MITSUI FINCL GRP 925 1,074
SUZUKI MOTOR CORP UNSP ADR 835 852
SYNOPSYS, INC 730 1,030
SYSCO CORP 1,059 1,024
T-MOBILE US INC 1,113 1,443
TAIWAN SEMICONDUCTOR MFG CO LT 4,350 3,952
TAKE-TWO INTERACTIVE SOFTWARE 583 644
TAKEDA PHARMACEUTICAL COMPANY 1,301 1,113
TARGET CORPORATION 1,403 997
TE CONNECTIVITY LTD 1,210 1,265
TELEFONICA BRASIL, S.A 1,145 1,247
TELENOR ASA 1,452 1,505
TELSTRA GROUP LTD 1,338 1,261
TENARIS SA-ADR 1,784 1,947
TENCENT HOLDINGS LIMITED 2,248 2,267
TERNA RETE ELETTRICA 927 976
THE HERSHEY COMPANY 1,237 932
THERMO FISHER SCIENTIFIC INC 2,289 2,654
TOKIO MARINE HOLDINGS INC 892 1,096
TRAVELERS COMPANIES INC 674 762
TRUIST FINANCIAL CORPORATION 946 1,145
UMC ELECTRONICS CO COM 1,479 1,404
UMICORE SA 725 721
UNICREDIT SPA 725 776
UNILEVER PLC AMER 1,731 1,648
UNION PACIFIC 1,310 1,965
UNITED UTILITS ADR 1,017 1,043
UNITEDHEALTH GROUP INC 2,134 3,685
VEEVA SYSTEMS INC 578 578
VERISK ANALYTICS, INC 614 717
VERIZON COMMUNICATIONS 2,303 1,734
VISA INC 2,746 3,385
WAL-MART DE MEX V SP/ADR 842 929
WALT DISNEY HOLDINGS CO 3,043 1,986
WARNER BROS. DISCOVERY, INC 638 660
WELLTOWER INC. 860 902
WEST PHARMA SVCS INC 843 704
WESTINGHOUSE AIR BRAKE TECHNOL 656 761
WEYERHAEUSER CO 691 800
WIPRO LTD SPON ADR 1,609 1,220
WISDOMTREE FLOATING RATE TREAS 11,614 11,604
WOORI FINANCE ADR 1,377 1,299
WORKDAY INC 913 1,104
WUXI BIOLOGICS INC ADR 1,040 469
YAMAHA MOTOR 828 966
YANDEX N V 1,693 777
ZOETIS INC 1,597 1,382

TY 2023 OtherExpensesSchedule
Name:
Gienapp Family Foundation
EIN:
91-2154803
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 5,704     5,704
Bank Charges 267 267    
State or Local Filing Fees 45     45


TY 2023 OtherIncomeSchedule2
Name:
Gienapp Family Foundation
EIN:
91-2154803
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Federal Tax Refund 624    


TY 2023 OtherProfessionalFeesSchedule
Name:
Gienapp Family Foundation
EIN:
91-2154803
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 5,156 5,156    


TY 2023 TaxesSchedule
Name:
Gienapp Family Foundation
EIN:
91-2154803
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Foreign Tax Paid 697 697