STRATEGY STUDIO / PUBLIC DATA EXPLORER

GINGRICH FOUNDATION INC: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
GINGRICH FOUNDATION INC (EIN 20-1794347)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-11-08
IRS object ID
201233139349100158
Schema version
2011v1.2
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-11-08T08:33:32-06:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1MENDELSON & MENDELSON CPA'S A PCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line112505 PARK POTOMAC AVE STE 250AddressLine1
CityPOTOMACCity
StateMDState
ZIP Code208546805ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN201794347EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE GINGRICH FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlGINGNameControl
Phone4045091276Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line14501 NORTH FAIRFAX DRIVEAddressLine1
Address Line2ROOM/SUITE 900AddressLine2
CityARLINGTONCity
StateVAState
ZIP Code22203ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameMR NEWTON GINGRICHName
TitleMANAGERTitle
Phone4045091276Phone
Date Signed2012-11-10DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameMICHAEL J PEARLSTEIN CPAName
Phone3016560001Phone
Date Prepared2012-11-07DatePrepared
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeXAddressChange
Exempt PFXExemptPF
FMV Assets EOY77140FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss32InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm32InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss1614DividendsRevAndExpnss
Dividends Net Invst Incm1614DividendsNetInvstIncm
Total Revenue And Expenses1646TotalRevenueAndExpenses
Total Net Investment Income1646TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss1500CompOfcrDirTrstRevAndExpnss
Legal Fees Rev And Expnss1040LegalFeesRevAndExpnss
Accounting Fees Rev And Expnss2032AccountingFeesRevAndExpnss
Taxes Rev And Expnss61TaxesRevAndExpnss
Trav Conf Meeting Rev And Expnss728TravConfMeetingRevAndExpnss
Other Expenses Rev And Expnss35OtherExpensesRevAndExpnss
Tot Opr Expenses Rev And Expnss5396TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss16600ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps16600ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss21996TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps16600TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-20350ExcessOfRevenueOverExpenses
Net Investment Income1646NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY23364CashBOY
Cash EOY1368CashEOY
Cash EOYFMV1368CashEOYFMV
Savings And Temp Cash Invst BOY8392SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY8424SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV8424SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY67017InvestmentsCorpStockBOY
Investments Corp Stock EOY68631InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV67348InvestmentsCorpStockEOYFMV
Total Assets BOY98773TotalAssetsBOY
Total Assets EOY78423TotalAssetsEOY
Total Assets EOYFMV77140TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Retained Earnings BOY98773RetainedEarningsBOY
Retained Earnings EOY78423RetainedEarningsEOY
Total Net Assets BOY98773TotalNetAssetsBOY
Total Net Assets EOY78423TotalNetAssetsEOY
Total Liabilities Net Assets BOY98773TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY78423TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY98773TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-20350ExcessOfRevenueOverExpenses
Subtotal78423Subtotal
Total Net Assets Fund Balances EOY78423TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year1120000QualifyingDistributionsYear1
Noncharitable Assets Year1119862NoncharitableAssetsYear1
Distribution Ratio Year11.001151DistributionRatioYear1
Qualifying Distributions Year2134100QualifyingDistributionsYear2
Noncharitable Assets Year2123110NoncharitableAssetsYear2
Distribution Ratio Year21.089270DistributionRatioYear2
Qualifying Distributions Year3202862QualifyingDistributionsYear3
Noncharitable Assets Year399987NoncharitableAssetsYear3
Distribution Ratio Year32.028884DistributionRatioYear3
Qualifying Distributions Year4111600QualifyingDistributionsYear4
Noncharitable Assets Year461887NoncharitableAssetsYear4
Distribution Ratio Year41.803287DistributionRatioYear4
Qualifying Distributions Year5143000QualifyingDistributionsYear5
Noncharitable Assets Year559637NoncharitableAssetsYear5
Distribution Ratio Year52.397840DistributionRatioYear5
Total Distribution Ratio8.320432TotalDistributionRatio
Average Distribution Ratio1.664086AverageDistributionRatio
Net Noncharitable Assets0NetNoncharitableAssets
One Percent Net Investment Income16OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One16AdjNonchrtblAssetsAndOnePct
Qualifying Distributions16600QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax16InvestmentIncomeExciseTax
Subtotal16Subtotal
Tax Based On Investment Income16TaxBasedOnInvestmentIncome
Tax Due16TaxDue
Amount Credited To Next Year0AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithGAStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameCALLISTA GINGRICHBooksInCareOfPersonName
Books In Care Of Phone Number4045091276BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line14501 NORTH FAIRFAX DRIVEAddressLine1
Address Line2ARLINGTONAddressLine2
CityARLINGTONCity
StateVAState
ZIP Code22203ZIPCode

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Business HoldingsfalseBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (6 entries)

Address Line1USAddress/AddressLine1Address Line2USAddress/AddressLine2CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
CALLISTA GINGRICH
5555 GLENRIDGE CONNECTORSUITE 950ATLANTAGA30342PRESIDENT1.00000
SONYA HARRISON
5555 GLENRIDGE CONNECTORSUITE 950ATLANTAGA30342TREASURER1.00150000
NEWTON GINGRICH
5555 GLENRIDGE CONNECTORSUITE 950ATLANTAGA30342BOARD MEMBER1.00000
KATHY LUBBERS
5555 GLENRIDGE CONNECTORSUITE 950ATLANTAGA30342BOARD MEMBER1.00000
JACKIE SUE CUSHMAN
5555 GLENRIDGE CONNECTORSUITE 950ATLANTAGA30342BOARD MEMBER1.00000
STEFAN PASSANTINO
5555 GLENRIDGE CONNECTORSUITE 950ATLANTAGA30342SECRETARY1.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Description1N/ADescription1

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances0AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets0TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets0AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable0CashDeemedCharitable
Net Noncharitable Assets0NetNoncharitableAssets
Minimum Investment Return0MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Tax Based On Investment Income16TaxBasedOnInvestmentIncome
Total Tax16TotalTax
Distributable Amount As Adjusted0DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions16600ExpensesAndContributions
Qualifying Distributions16600QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm16OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions16584AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted0DistributableAmountAsAdjusted
Excess Distri Carryover Year5140018ExcessDistriCarryoverYear5
Excess Distri Carryover Year4108506ExcessDistriCarryoverYear4
Excess Distri Carryover Year3197939ExcessDistriCarryoverYear3
Excess Distri Carryover Year2127999ExcessDistriCarryoverYear2
Excess Distri Carryover Year1114065ExcessDistriCarryoverYear1
Total Excess Distri Carryover688527TotalExcessDistriCarryover
Qualifying Distributions16600QualifyingDistributions
Remaining Distri From Corpus16600RemainingDistriFromCorpus
Total Corpus705127TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov From Year5140018ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year565109ExcessDistriCyovToNextYear
Excess From Year4108506ExcessFromYear4
Excess From Year3197939ExcessFromYear3
Excess From Year2127999ExcessFromYear2
Excess From Year1114065ExcessFromYear1
Excess From Current Year16600ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerMR NEWTON GINGRICHContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (15 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
CATHOLIC CHARITIES USA
PO BOX 17066BALTIMOREMD212971066NONE501(C)(3)UNRESTRICTED$500
AMERICAN HEART ASSOCIATION
4301 NORTH FAIRFAX DRARLINGTONVA22203NONE501(C)(3)UNRESTRICTED$500
GIRL SCOUTS OF THE USA
7537 CAMERON RDAUSTINTX78752NONE501(C)(3)UNRESTRICTED$500
ARCHDIOCIES OF WASHINGTON
PO BOX 29260WASHINGTONDC200170260NONE501(C)(3)UNRESTRICTED$5,000
AUTISM SOCIETY
4340 EAST-WEST HIGHWAYBETHESDAMD20814NONE501(C)(3)UNRESTRICTED$500
THE NATIONAL MONUMENTS FOUNDATION
395 17TH STREETATLANTAGA30363NONE501(C)(3)UNRESTRICTED$1,000
FREEDOM ALLIANCE
22570 MARKEY COURTDULLESVA20166NONE501(C)(3)UNRESTRICTED$500
BOY SCOUTS OF AMERICA
1325 W WALNUT HILL LANEIRVINGTX75015NONE501(C)(3)UNRESTRICTED$500
DECORAH COMMUNITY SCHOLORSHIP
510 WINNEBAGO STREETDECORAHIA52101NONE501(C)(3)UNRESTRICTED$100
THE THOMAS JEFFERSON FOUNDATION
PO BOX 316CHARLOTTESVILLEVA22902NONE501(C)(3)UNRESTRICTED$500
NATIONAL MILITARY FAMILY ASSOC
2500 NORTH VAN DORN STALEXANDRIAVA223021601NONE501(C)(3)UNRESTRICTED$500
READING IS FUNDAMENTAL
PO BOX 33728WASHINGTONDC20033NONE501(C)(3)UNRESTRICTED$500
NATIONAL BREAST CANCER FOUNDATION
2600 NETWORK BLVD STE 300FRISCOTX75034NONE501(C)(3)UNRESTRICTED$500
FEEDING AMERICA
4900 PUERTO RICO AVE NEWASHINGTONDC200172063NONE501(C)(3)UNRESTRICTED$500
CITY OF FAIRFAX BAND
PO BOX 1306FAIRFAXVA220381306NONE501(C)(3)UNRESTRICTED$5,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year16600TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$32ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$1,614ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$1,646ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA1646TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategory
Amount$2,032Amount

Compensation Explanation CompensationExplanation

Compensation Compensation (6 entries)

CALLISTA GINGRICH
SONYA HARRISON
NEWTON GINGRICH
KATHY LUBBERS
JACKIE SUE CUSHMAN
STEFAN PASSANTINO

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

FieldValueIRS element (for citing)
Name Of StockMUTUAL FUNDSNameOfStock
EOY Book Value68631EOYBookValue
EOYFMV67348EOYFMV

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

FieldValueIRS element (for citing)
CategoryINDIRECT LEGAL FEESCategory
Amount$1,040Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooks
EXPENSES
BANK SERVICE CHARGES35

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryEXCISE TAX BASED ON INVESTMENT ICategory
Amount$61Amount