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Nonprofiteer
← GUIDESTREAM CHARITABLE GIFT FUND

Form 990 for tax year 2025

Filed by GUIDESTREAM CHARITABLE GIFT FUND.

Totals

Total revenue
$6,043,951
Total expenses
$3,511,362
Contributions and grants received
$5,095,872
Grants paid
$3,303,553
Program service revenue
$170,771
Investment income
$773,408
Other revenue
$3,900
Total assets, end of year
$19,537,429
Total liabilities, end of year
$8,251
Net assets or fund balances, end of year
$19,529,178
Program services expenses (Part IX)
$3,497,281
Management and general expenses
$14,081
Fundraising expenses
$0
Program service expenses (Part III)
$3,497,281

Program services were 99.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $0

  • 1b · Membership dues

    $0

  • 1c · Fundraising events

    $0

  • 1d · Related organizations

    $0

  • 1e · Government grants (contributions)

    $0

  • 1f · All other contributions, gifts and grants

    $5,095,872

  • 1g · Noncash contributions included above

    $2,434,292

  • 2a · Program service revenue: Donor Advised Funds

    total $85,474 · related or exempt $85,474 · unrelated business $0 · excluded $0

  • 2b · Program service revenue: Spec Purpose Endow Fds

    total $65,222 · related or exempt $65,222 · unrelated business $0 · excluded $0

  • 2c · Program service revenue: Distribution Fees

    total $20,075 · related or exempt $20,075 · unrelated business $0 · excluded $0

  • 2d · Program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 2e · Program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $413,913 · related or exempt $0 · unrelated business $0 · excluded $413,913

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 5 · Royalties

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 6a · Gross rents

    real property $3,900 · personal property $0

  • 6b · Less rental expenses

    real property $0 · personal property $0

  • 6c · Rental income or loss

    real property $3,900 · personal property $0

  • 6d · Net rental income or loss

    total $3,900 · related or exempt $0 · unrelated business $0 · excluded $3,900

  • 7a · Gross sales of assets other than inventory

    securities $5,091,750 · other assets $1,376,209

  • 7b · Less cost or other basis and sales expenses

    securities $4,580,714 · other assets $1,527,750

  • 7c · Gain or loss

    securities $511,036 · other assets -$151,541

  • 7d · Net gain or loss

    total $359,495 · related or exempt $0 · unrelated business $0 · excluded $359,495

  • 8a · Fundraising events: gross income

    $0

  • 8a · Fundraising events: contributions included on line 1c

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0 · unrelated business $0 · excluded $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11a · Other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11b · Other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11c · Other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,445,768 · program services $2,445,768

  • 2 · Grants to domestic individuals

    total $0 · program services $0

  • 3 · Grants to foreign organizations and individuals

    total $857,785 · program services $857,785

  • 4 · Benefits paid to or for members

    total $0 · program services $0

  • 5 · Compensation of officers, directors and key employees

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 6 · Compensation of disqualified persons

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 7 · Other salaries and wages

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 8 · Pension plan contributions

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 9 · Other employee benefits

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 10 · Payroll taxes

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11a · Fees: management

    total $148,520 · program services $148,520 · management and general $0 · fundraising $0

  • 11b · Fees: legal

    total $260 · program services $0 · management and general $260 · fundraising $0

  • 11c · Fees: accounting

    total $9,850 · program services $0 · management and general $9,850 · fundraising $0

  • 11d · Fees: lobbying

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11e · Fees: professional fundraising services

    total $0 · fundraising $0

  • 11f · Fees: investment management

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11g · Fees: other

    total $45,208 · program services $45,208 · management and general $0 · fundraising $0

  • 12 · Advertising and promotion

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 13 · Office expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 14 · Information technology

    total $812 · program services $0 · management and general $812 · fundraising $0

  • 15 · Royalties

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 16 · Occupancy

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 17 · Travel

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 18 · Travel or entertainment for public officials

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 19 · Conferences, conventions and meetings

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 20 · Interest

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 21 · Payments to affiliates

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 22 · Depreciation, depletion and amortization

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 23 · Insurance

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 24a · Other expenses: Bank Fees

    total $2,081 · program services $0 · management and general $2,081 · fundraising $0

  • 24b · Other expenses: Licensing

    total $1,045 · program services $0 · management and general $1,045 · fundraising $0

  • 24c · Other expenses: Miscellaneous

    total $33 · program services $0 · management and general $33 · fundraising $0

  • 24d · Other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 26 · Joint costs (an allocation of the lines above)

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $80,406 · end of year $114,830

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $51,579 · end of year $53,846

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $0 · end of year $0

  • 10a · Land, buildings and equipment: cost or other basis

    $25,000

  • 10b · Land, buildings and equipment: accumulated depreciation

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $25,000

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $12,952,819 · end of year $16,167,442

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $2,681,566 · end of year $3,176,311

  • 17 · Accounts payable and accrued expenses

    beginning of year $0 · end of year $0

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $7,335 · end of year $8,251

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $7,391,759 · end of year $10,544,144

  • 28 · Net assets with donor restrictions

    beginning of year $8,367,276 · end of year $8,985,034

Mission and programs · 2025

Mission

GuideStream Charitable Gift Fund dba GuideStream Donor Advised Funds GSDAF assists qualified charitable organizations by accepting contributions from donors for charitable grant-making purposes.

Activities or mission (Part I)

GuideStream Charitable Gift Fund dba GuideStream Donor Advised Funds GSDAF provides principled assistance to donors desiring to contribute to select charities.

  • GSDAF made charitable grants from Donor Advised Funds as follows: 505 charitable grants made from 75 different donor advised funds totaling 1,873.761.

    Expenses $2,001,683 · Grants $1,873,761 · Revenue $96,860

  • GSDAF made charitable grants from Endowments Managed Accounts or Specific Purpose Funds as follows: 138 charitable grants made from 39 different accounts totaling 1,429 792.

    Expenses $1,495,598 · Grants $1,429,792 · Revenue $73,910

As filed on the 2025 return.

Listed in Part VII

  • Mark Olson

    CEO President Director

    Total calculated
    $0
    Hours/week
    4

  • Steven Rick

    Secretary Director

    Total calculated
    $0
    Hours/week
    0

  • David Goodnight

    Chairman Director

    Total calculated
    $0
    Hours/week
    0

  • Linda Adams

    Director

    Total calculated
    $0
    Hours/week
    0

  • Edward Lamoreaux

    Director

    Total calculated
    $0
    Hours/week
    0

  • Fraser Venter

    Director

    Total calculated
    $0
    Hours/week
    0

  • Beth Hall

    Treasurer

    Total calculated
    $0
    Hours/week
    3

  • Joseph Crupper

    Assistant Secretary

    Total calculated
    $0
    Hours/week
    2

  • Joshua Adams

    COO

    Total calculated
    $0
    Hours/week
    2

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • Charitable Remainder Annuity 2339

    Trust · Charitable Beneficiary · WI · 100% owned · share of income $0 · share of assets $116,275 · controlled entity

  • Charitable Remainder Unitrust 5454

    Trust · Charitable Beneficiary · MI · 100% owned · share of income $0 · share of assets $1,302,753 · controlled entity

  • Charitable Remainder Unitrust 5731

    Trust · Charitable Beneficiary · MI · 100% owned · share of income $0 · share of assets $1,749,031 · controlled entity

Provenance

Return type
form_990
Tax year
2025
Filed
4 September 2026
IRS schema version
2025v4.2
Source object
202612479349300001

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