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← GUIDESTREAM CHARITABLE GIFT FUND

Form 990 for tax year 2022

Filed by GUIDESTREAM CHARITABLE GIFT FUND.

Totals

Total revenue
-$3,863,481
Total expenses
$3,731,108
Contributions and grants received
$4,065,983
Grants paid
$3,589,735
Program service revenue
$123,650
Investment income
-$8,053,114
Other revenue
$0
Total assets, end of year
$12,302,236
Total liabilities, end of year
$11,231
Net assets or fund balances, end of year
$12,291,005
Program services expenses (Part IX)
$3,717,123
Management and general expenses
$13,985
Fundraising expenses
$0
Program service expenses (Part III)
$3,717,123

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.

  • 1f · All other contributions, gifts and grants

    $4,065,983

  • 1g · Noncash contributions included above

    $1,743,008

  • 2a · Program service revenue: Donor Advised Funds

    total $48,574 · related or exempt $48,574

  • 2b · Program service revenue: Spec PurposeEndow Fds

    total $52,096 · related or exempt $52,096

  • 2c · Program service revenue: Distribution Fees

    total $22,980 · related or exempt $22,980

  • 3 · Investment income

    total $189,748 · excluded $189,748

  • 7a · Gross sales of assets other than inventory

    securities $3,892,137

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

    securities $12,134,999

  • 7c · Gain or loss

    securities -$8,242,862

  • 7d · Net gain or loss

    total -$8,242,862 · excluded -$8,242,862

  • 8c · Net income from fundraising events

    total $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,751,220 · program services $2,751,220

  • 3 · Grants to foreign organizations and individuals

    total $838,515 · program services $838,515

  • 11a · Fees: management

    total $101,778 · program services $101,778

  • 11b · Fees: legal

    total $1,270 · management and general $1,270

  • 11c · Fees: accounting

    total $9,535 · management and general $9,535

  • 11g · Fees: other

    total $25,610 · program services $25,610

  • 14 · Information technology

    total $275 · management and general $275

  • 24a · Other expenses: Bank Fees

    total $2,105 · management and general $2,105

  • 24b · Other expenses: Licensing

    total $740 · management and general $740

  • 24e · All other expenses

    total $60 · management and general $60

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $36,223 · end of year $54,421

  • 4 · Accounts receivable

    beginning of year $47,540 · end of year $48,310

  • 13 · Investments: program-related

    beginning of year $10,583,390 · end of year $9,862,624

  • 15 · Other assets

    beginning of year $2,238,905 · end of year $2,336,881

  • 17 · Accounts payable and accrued expenses

    beginning of year $796

  • 21 · Escrow or custodial account liability

    beginning of year $167,703 · end of year $11,231

  • 27 · Net assets without donor restrictions

    beginning of year $8,303,152 · end of year $7,849,164

  • 28 · Net assets with donor restrictions

    beginning of year $4,434,407 · end of year $4,441,841

Mission and programs · 2022

Mission

GSCGF assists qualified charitable organizations by accepting contributions from donors for charitable grant-making purposes.

Activities or mission (Part I)

GuideStream Charitable Gift Fund GSCGF provides principled assis tance to donors desiring to contribute to select charities

  • GSCGF made charitable grants from Donor Advised Funds as follows: 525 charitable grants made from 87 different donor advised funds totaling $1,732,082.

    Expenses $1,824,103 · Grants $1,732,082 · Revenue $59,662

  • GSCGF made charitable grants from Endowments, Managed Accounts, or Specific Purpose Funds as follows: 295 charitable grants made from 32 different accounts totaling $1,857,653.

    Expenses $1,893,020 · Grants $1,857,653 · Revenue $63,988

As filed on the 2022 return.

Listed in Part VII

  • Mark Olson

    CEO

    Total calculated
    $0
    Hours/week
    2
  • Timothy Burkhart

    President

    Total calculated
    $0
    Hours/week
    13
  • David Goodnight

    Chairman

    Total calculated
    $0
  • Steven Rick

    Secretary

    Total calculated
    $0
  • Beth Hall

    Treasurer

    Total calculated
    $0
    Hours/week
    2
  • Daniel Kurtz

    Assistant Secretary

    Total calculated
    $0
    Hours/week
    3
  • Linda Adams

    Director

    Total calculated
    $0
  • Edward Lamoreaux

    Director

    Total calculated
    $0
  • Fraser Venter

    Director

    Total calculated
    $0

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 Trust 2339

    Trust

  • Charitable Remainder Unitrust 5454

    Trust

  • Charitable Remainder Unitrust 5731

    Trust

Provenance

Return type
form_990
Tax year
2022
Filed
17 September 2023
IRS schema version
2022v5.0
Source object
202312609349300601

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