BETA

BLH FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
BLH FOUNDATION (EIN 88-3612201)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-15
IRS object ID
202421369349103292
Schema version
2023v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-15T11:11:49-07:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN870325228PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HAYNIE & COMPANYBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11785 WEST 2300 SOUTHAddressLine1Txt
CitySALT LAKE CITYCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84119ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN883612201EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BLH FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBLHFBusinessNameControlTxt
Phone8014878865PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11170 SOUTH 4400 WESTAddressLine1Txt
CitySALT LAKE CITYCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84104ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDANIEL BURTONPersonNm
Person TitleChairmanPersonTitleTxt
Signature2024-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDANIELPersonFirstNm
Person LastBURTONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKent M Christensen CPAPreparerPersonNm
PTINP00439999PTIN
Phone8019724800PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$8,942,885FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$3,000,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$77,245InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$77,245InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$77,245InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$240,435DividendsRevAndExpnssAmt
Dividends Net Invst Incm$240,435DividendsNetInvstIncmAmt
Dividends Adj Net Incm$240,435DividendsAdjNetIncmAmt
Total Rev And Expnss$3,317,680TotalRevAndExpnssAmt
Total Net Invst Incm$317,680TotalNetInvstIncmAmt
Total Adj Net Incm$317,680TotalAdjNetIncmAmt
Taxes Rev And Expnss$3,000TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,000TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$3,000TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,000TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,325,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,325,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,328,000TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,000TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,325,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,989,680ExcessRevenueOverExpensesAmt
Net Investment Income$314,680NetInvestmentIncomeAmt
Adjusted Net Income$317,680AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$38,409CashBOYAmt
Cash EOY$515,554CashEOYAmt
Cash EOYFMV$515,554CashEOYFMVAmt
Sav And Temp Cash Invst BOY$6,909,610SavAndTempCashInvstBOYAmt
Other Investments EOY$8,427,331OtherInvestmentsEOYAmt
Other Investments EOYFMV$8,427,331OtherInvestmentsEOYFMVAmt
Total Assets BOY$6,948,019TotalAssetsBOYAmt
Total Assets EOY$8,942,885TotalAssetsEOYAmt
Total Assets EOYFMV$8,942,885TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$6,948,019NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$8,942,885NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$6,948,019TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$8,942,885TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,948,019TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$8,942,885TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,948,019TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,989,680ExcessRevenueOverExpensesAmt
Other Increases$5,186OtherIncreasesAmt
Subtotal$8,942,885SubtotalAmt
Tot Net Ast Or Fund Balances EOY$8,942,885TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,374InvestmentIncomeExciseTaxAmt
Subtotal$4,374SubtotalAmt
Tax Based On Investment Income$4,374TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,333EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$6,441ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$8,774TotalPaymentsAndCreditsAmt
Overpayment$4,400OverpaymentAmt
Applied To ES Tax$4,400AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1DAN BURTONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8014878865PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11170 SOUTH 4400 WESTAddressLine1Txt
CitySALT LAKE CITYCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84104ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
DANIEL BURTON
1170 S 4400 WSALT LAKE CITYUT84104Chairman0.00$0
JEFFREY T BURTON
1170 S 4400 WSALT LAKE CITYUT84104President & CEO0.00$0
ROBERT BURTON
1170 S 4400 WSALT LAKE CITYUT84104Secretary0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,489,011AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,944,977AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$7,433,988TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$7,433,988AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$111,510CashDeemedCharitableAmt
Net Vl Noncharitable Assets$7,322,478NetVlNoncharitableAssetsAmt
Minimum Investment Return$366,124MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$366,124MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,374TaxBasedOnInvestmentIncomeAmt
Total Tax$4,374TotalTaxAmt
Distributable Before Adj$361,750DistributableBeforeAdjAmt
Distributable Before Ded$361,750DistributableBeforeDedAmt
Distributable As Adjusted$361,750DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,325,000ExpensesAndContributionsAmt
Qualifying Distributions$1,325,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$361,750DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$1,006,189ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,006,189TotalExcessDistributionCyovAmt
Qualifying Distributions$1,325,000QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$361,750AppliedToCurrentYearAmt
Remaining Distri From Corpus$963,250RemainingDistriFromCorpusAmt
Total Corpus$1,969,439TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$1,969,439ExcessDistriCyovToNextYrAmt
Excess From Year1$1,006,189ExcessFromYear1Amt
Excess From Current Year$963,250ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
INTERMOUNTAIN FOUNDATION
36 S STATE STSALT LAKE CITYUT84111NONESUPPORT$300,000
PHILANTHROPIES
1450 N UNIVERSITY AVEPROVOUT84604NONESUPPORT$350,000
HUNTSMAN CANCER FOUNDATION
500 HUNTSMAN WAYSALT LAKE CITYUT84103NONESUPPORT$200,000
UTAH FOOD BANK
3150 SOUTH 900 WESTSALT LAKE CITYUT84119NONESUPPORT$50,000
CHILDREN'S CENTER UTAH
350 SOUTH 400 EASTSALT LAKE CITYUT84111NONESUPPORT$20,000
HILLSDALE COLLEGE
33 E COLLEGE STHILLSDALEMI49242NONESUPPORT$20,000
CO2 COALITION
1621 N KENT ST SUITE 603ARLINGTONVA22209NONESUPPORT$40,000
JUDICIAL WATCH
425 THIRD ST SW SUITE 800WASHINGTONDC20024NONESUPPORT$20,000
PRAGER UNIVERSITY FOUNDATION
15021 VENTURA BLVD 552SHERMAN OAKSCA91403NONESUPPORT$20,000
DAYS OF 47 INC
PO BOX 112287SALT LAKE CITYUT84147NONESUPPORT$20,000
BROTHERHOOD FOR THE FALLEN
5830 S SAYRE AVECHICAGOIL60638NONESUPPORT$20,000
OPERATION PAY IT FORWARD
1043 STONE FLY DRIVEBLUFFDALEUT84065SUPPORT$200,000
THE HERITAGE FOUNDATION
214 MASSACHUSETTS AVE NEWASHINGTONDC20002NONESUPPORT$30,000
ENDEX ARCHERY
245 TIMBER RIDGE DRFORESTVA24551NONESUPPORT$5,000
UTAH HONOR FLIGHT
PO BOX 849RIVERTONUT84065NONESUPPORT$10,000
EOD WARRIOR FOUNDATION
716 CRESTVIEW AVENICEVILLEFL32578NONESUPPORT$15,000
HAYNIE CO
1785 WEST 2320 SOUTHSALT LAKE CITYUT84119NONESUPPORT$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,325,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$77,245RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$240,435RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$317,680RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$317,680TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonBURTON LUMBER HARDWAREContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11170 SOUTH 4400 WESTAddressLine1Txt
CitySALT LAKE CITYCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84104ZIPCd
FieldValueIRS element (for citing)
Total Contributions$3,000,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMSIF ULTRA-SHORT INCOME INSTCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$8,427,331BookValueAmt
EOYFMV$8,427,331EOYFMVAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXESCategoryTxt
Amt$3,000Amt
Net Investment Income$3,000NetInvestmentIncomeAmt

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