JNF FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JNF FOUNDATION (EIN 26-0523149)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-13
- IRS object ID
- 202441349349104464
- 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
- Form 990-PF
- Schedule B
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-13T04:33:49-00:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271958131 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hale & Wood PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4766 S Holladay Blvd | AddressLine1Txt |
| City | Holladay | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 260523149 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JNF FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Susan Warburton | InCareOfNm |
| Business Name Control | JNFF | BusinessNameControlTxt |
| Phone | 8016605426 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1968 Lincoln Lane APT 2A | AddressLine1Txt |
| City | Salt Lake City | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84124 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Susan Warburton | PersonNm |
| Person Title | ChairpersonOfficer | PersonTitleTxt |
| Phone | 8016605426 | PhoneNum |
| Signature | 2024-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Susan | PersonFirstNm |
| Person Last | Warburton | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Paul W Jones | PreparerPersonNm |
| PTIN | P00566041 | PTIN |
| Phone | 8019305101 | PhoneNum |
| Preparation | 2024-05-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,813,678 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,675,459 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $93,668 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $93,668 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $53,322 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $309,086 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $53,322 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,822,449 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $146,990 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $57,161 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $4,394 | LegalFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $21,826 | OtherProfFeesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $1,220 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $84,601 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $227,602 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $227,602 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $312,203 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $227,602 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,510,246 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $146,990 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $78,544 | CashBOYAmt |
| Cash EOY | $150,724 | CashEOYAmt |
| Cash EOYFMV | $150,724 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,788,420 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,662,954 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,662,954 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $1,866,964 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,813,678 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,813,678 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,866,964 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $5,813,678 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,866,964 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,813,678 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,866,964 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,813,678 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,866,964 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,510,246 | ExcessRevenueOverExpensesAmt |
| Other Increases | $436,468 | OtherIncreasesAmt |
| Subtotal | $5,813,678 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,813,678 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (38 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| JP Morgan ETF Trust Core PLUS BD ETF | P | 2022-06-01 | 2023-04-04 | $38,889 | $39,886 | -$997 | -$997 |
| SPDR Portfli High Yld ETF | P | 2022-06-01 | 2023-04-04 | $13,715 | $14,532 | -$817 | -$817 |
| ISHARES TRUST CRE US REIT ETF | P | 2022-01-01 | 2023-04-04 | $4,470 | $4,471 | -$1 | -$1 |
| JP Morgan ETF Trust International | P | 2018-04-09 | 2023-04-04 | $5,454 | $5,810 | -$356 | -$356 |
| SPDR Series Trust Portfolio SP 500 ETF Bond Opportunity | P | 2018-07-19 | 2023-04-04 | $14,661 | $10,085 | $4,576 | $4,576 |
| JPMorgan Core Plus Bond ETF | P | 2022-06-01 | 2023-11-13 | $18,826 | $20,700 | -$1,874 | -$1,874 |
| JPMorgan Core Plus Bond ETF | P | 2023-06-06 | 2023-11-13 | $67 | $71 | -$4 | -$4 |
| JPMorgan Core Plus Bond ETF | P | 2023-07-07 | 2023-11-13 | $69 | $72 | -$3 | -$3 |
| JPMorgan Core Plus Bond ETF | P | 2023-08-04 | 2023-11-13 | $69 | $71 | -$2 | -$2 |
| JPMorgan Core Plus Bond ETF | P | 2023-09-08 | 2023-11-13 | $73 | $74 | -$1 | -$1 |
| JPMorgan Core Plus Bond ETF | P | 2023-10-06 | 2023-11-13 | $6 | $6 | ||
| JPMorgan Core Plus Bond ETF | P | 2023-11-07 | 2023-11-13 | $70 | $71 | -$1 | -$1 |
| JPMorgan COre Plus Bond ETF | P | 2023-10-06 | 2023-11-13 | $74 | $73 | $1 | $1 |
| JPMorgan Hedged Equity I | P | 2018-04-09 | 2023-11-13 | $165,922 | $113,467 | $52,455 | $52,455 |
| JPMorgan Hedged Equity I | P | 2020-12-18 | 2023-11-13 | $847 | $735 | $112 | $112 |
| JPMorgan Hedged Equity I | P | 2021-03-29 | 2023-11-13 | $477 | $434 | $43 | $43 |
| JPMorgan Hedged Equity I | P | 2021-06-28 | 2023-11-13 | $314 | $297 | $17 | $17 |
| JPMorgan Hedged Equity I | P | 2021-10-12 | 2023-11-13 | $153 | $145 | $8 | $8 |
| JPMorgan Hedged Equity I | P | 2021-10-12 | 2023-11-13 | $17 | $17 | ||
| JPMorgan Hedged Equity I | P | 2021-10-12 | 2023-11-13 | $7,187 | $6,817 | $370 | $370 |
| JPMorgan Hedged Equity I | P | 2021-10-12 | 2023-11-13 | $96 | $91 | $5 | $5 |
| JPMorgan Hedged Equity I | P | 2021-12-31 | 2023-11-13 | $202 | $202 | ||
| JPMorgan Hedged Equity I | P | 2022-06-28 | 2023-11-13 | $417 | $369 | $48 | $48 |
| JPMorgan Hedged Equity I | P | 2022-09-28 | 2023-11-13 | $490 | $427 | $63 | $63 |
| JPMorgan Hedged Equity I | P | 2022-12-20 | 2023-11-13 | $633 | $557 | $76 | $76 |
| JPMorgan Hedged Equity I | P | 2023-03-29 | 2023-11-13 | $358 | $338 | $20 | $20 |
| JPMorgan Hedged Equity I | P | 2023-06-28 | 2023-11-13 | $407 | $409 | -$2 | -$2 |
| JPMorgan Hedged Equity I | P | 2023-09-27 | 2023-11-13 | $442 | $430 | $12 | $12 |
| JPMorgan Ultra Short Income ETF | P | 2021-03-19 | 2023-09-28 | $753 | $761 | -$8 | -$8 |
| Schwab Shor Term Treasury ETF | P | 2023-04-04 | 2023-11-13 | $7,465 | $7,615 | -$150 | -$150 |
| Schwab Shor Term Treasury ETF | P | 2023-06-07 | 2023-11-13 | $23 | $23 | ||
| Schwab Shor Term Treasury ETF | P | 2023-07-10 | 2023-11-13 | $20 | $20 | ||
| Schwab Shor Term Treasury ETF | P | 2023-08-07 | 2023-11-13 | $27 | $27 | ||
| Schwab Shor Term Treasury ETF | P | 2023-11-08 | 2023-11-13 | $26 | $26 | ||
| Schwab Short Term US Treasury ETF | P | 2023-07-10 | 2023-11-13 | $4 | $4 | ||
| Schwab Short Term US Treasury ETF | P | 2023-10-09 | 2023-11-13 | $24 | $24 | ||
| Schwab Short Term US Treasury ETF | P | 2023-10-09 | 2023-11-13 | $26 | $26 | ||
| JP Morgan ETF Trust Ultra SHort Income ETF | P | 2021-03-18 | 2023-04-04 | $26,313 | $26,581 | -$268 | -$268 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $53,322 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1,868 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,043 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,043 | SubtotalAmt |
| Tax Based On Investment Income | $2,043 | TaxBasedOnInvestmentIncomeAmt |
| Es Penalty | $14 | EsPenaltyAmt |
| Tax Due | $2,057 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | UT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Susan Warburton | IndividualWithBooksNm |
| Phone | 8016605426 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1968 Lincoln Lane Apt 2A | AddressLine1Txt |
| City | Salt Lake City | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 841242753 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Susan Warburton | ||||||
| 1958 Lincoln Lane Apt 2A | Holladay | UT | 84124 | Director | 020.00 | $23,161 |
| Kaira Bennee | ||||||
| 4130 Achilles Dr | Salt Lake City | UT | 84124 | Director | 016.00 | $12,000 |
| Cameron Bennee | ||||||
| 5670 Crown Pointe Dr | Murray | UT | 84107 | Director | 002.00 | $22,000 |
| Lisa Viehweg | ||||||
| 1968 E Lincoln Lane 1B | Holladay | UT | 84124 | Director | 002.00 | $0 |
| Kathy McCabe | ||||||
| 1914 Millicent Dr | Salt Lake City | UT | 84108 | Director | 002.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Money donations to charitable organizations - see page 11. | Description1Txt |
| Expenses1 | $227,602 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | None | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,479,112 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $113,942 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,593,054 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,593,054 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $38,896 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,554,158 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $127,708 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $127,708 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,043 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,043 | TotalTaxAmt |
| Distributable Before Adj | $125,665 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $125,665 | DistributableBeforeDedAmt |
| Deduction From Distributable | $227,602 | DeductionFromDistributableAmt |
| Distributable As Adjusted | -$101,937 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $227,602 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $227,602 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | -$101,937 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $229,000 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $223,000 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $186,000 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $503,000 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $380,000 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,521,000 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $227,602 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $227,602 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,748,602 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $229,000 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,519,602 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $223,000 | ExcessFromYear4Amt |
| Excess From Year3 | $186,000 | ExcessFromYear3Amt |
| Excess From Year2 | $503,000 | ExcessFromYear2Amt |
| Excess From Year1 | $380,000 | ExcessFromYear1Amt |
| Excess From Current Year | $227,602 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Huntsman Cancer Foundation | ||||||
| 2000 Cir of Hope Dr | Salt Lake City | UT | 84112 | PC | General Charitable | $959 |
| First Step House | ||||||
| 411 N Grant Street | Salt Lake City | UT | 84116 | PC | General Charitable | $20,000 |
| Jonathan Davis Foundation | ||||||
| 411 N Grant Street | Salt lake City | UT | 84116 | PC | General Charitable | $1,000 |
| Raise the Future | ||||||
| 1325 S Colorado Blvd Ste B700 | Denver | CO | 80222 | PC | General Charitable | $27,643 |
| The Richard W Erickson Foundation | ||||||
| 50 Starks Ln | Wallsburg | UT | 84082 | POF | General Charitable | $10,000 |
| USARA | ||||||
| 180 E 2100 S Ste 100 | Salt Lake City | UT | 84115 | PC | General Charitable | $45,000 |
| Maui United Way | ||||||
| PO Box 275 | Kahului | HI | 96733 | PC | General Charitable | $10,000 |
| The Shannon J Scholarship Inc | ||||||
| PO Box 452 | Roy | UT | 84067 | PC | General Charitable | $3,000 |
| Africa is Life Changing | ||||||
| 1192 E Draper Pkwy Ste 225 | Draper | UT | 84020 | PC | General Charitable | $20,000 |
| School of Addiction Recovery Inc | ||||||
| 3075 Grant Ave | Ogden | UT | 84401 | PC | General Charitable | $10,000 |
| The Golden Rule Project | ||||||
| 77 S 700 E Ste 200 | Salt Lake City | UT | 84102 | PC | General Charitable | $10,000 |
| Utah Food Bank | ||||||
| 3150 South 900 West | Salt Lake City | UT | 84103 | PC | General Charitable | $10,000 |
| Pillows for Prisioners | ||||||
| 2810 HERMOSA WAY | Salt Lake City | UT | 84124 | PC | General Charitable | $10,000 |
| The Holladay Art Commission | ||||||
| 4580 S 2300 E | Salt Lake City | UT | 84117 | GOV | General Charitable | $10,000 |
| The Road Home | ||||||
| 529 West 7300 South | Salt Lake City | UT | 84047 | PC | General Charitable | $10,000 |
| The Other Side Academy | ||||||
| 667 E 100 S | Salt Lake City | UT | 84102 | PC | General Charitable | $10,000 |
| Wasatch Community Gardens | ||||||
| 629 E 800 S | Salt Lake City | UT | 84102 | PC | General Charitable | $10,000 |
| Volunteers of America Utah | ||||||
| 432 West Bearcat Drive | Salt Lake City | UT | 84115 | PC | Gener | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $227,602 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Exclusion | 14 | ExclusionCd |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $93,668 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $53,322 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $146,990 | UnrelatedBusinessTaxblIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $146,990 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| The Norma Fosgate Living Trust | ||||||
| 1 | PO Box 429 | Heber City | UT | 84032 | $197,686 | Yes (X) |
| The James W Fosgage Estate | ||||||
| 2 | PO Box 429 | Heber City | UT | 84032 | $3,477,774 | Yes (X) |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $4,394 | LegalFeesAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Banking fees and other fees and general expenses | Desc |
| Revenue And Expenses Per Books | $1,220 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Appreciation in market value of securities | Desc |
| Amt | $436,468 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Advisory Fees | CategoryTxt |
| Amt | $21,826 | Amt |
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