BRUCE LINDORF MEMORIAL FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BRUCE LINDORF MEMORIAL FOUNDATION (EIN 23-7061702)
- Tax period
- 2022-12-01 to 2023-11-30
- Filed
- 2024-10-15
- IRS object ID
- 202422899349101137
- Schema version
- 2022v5.0
- 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
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-15T19:38:11+00:00 | ReturnTs |
| Tax Period End | 2023-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forvis Mazars LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 E 200 S Suite 1200 | AddressLine1Txt |
| City | Salt Lake City | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237061702 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bruce Lindorf Memorial Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRUC | BusinessNameControlTxt |
| Phone | 8014260633 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 51 WEST CENTER 604 | AddressLine1Txt |
| City | OREM | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84057 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RONALD LINDORF | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8014260633 | PhoneNum |
| Signature | 2024-10-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Mariah Nielsen | PreparerPersonNm |
| PTIN | P00878480 | PTIN |
| Phone | 8015319100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,563,325 | 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 | $625,926 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $211,587 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $211,587 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $96,584 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $96,584 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$111,940 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $824,092 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $1,933 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,720 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $824,090 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $309,891 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $19,622 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $19,622 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,822 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,082 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $7,540 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,181 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,181 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,181 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,352 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $352 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $5,307 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $6,076 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,076 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $164 | PrintingAndPubRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $55,068 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $47,144 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $16 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $99,285 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $50,759 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $40,742 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $333,630 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $333,630 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $432,915 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $50,759 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $374,372 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $391,175 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $259,132 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $358,719 | CashBOYAmt |
| Cash EOY | $16,145 | CashEOYAmt |
| Cash EOYFMV | $16,145 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $209,397 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $851,958 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $851,958 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $459,622 | CorporateStockBOYAmt |
| Corporate Stock EOY | $319,847 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $427,331 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,292,300 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,547,948 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,254,046 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $1,649,312 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,013,845 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,013,845 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,969,350 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,749,743 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,563,325 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $17,047 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $17,047 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $5,952,806 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $5,749,843 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,952,806 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,749,843 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,969,853 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,749,843 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,952,806 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $391,175 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,343,981 | SubtotalAmt |
| Other Decreases | $594,138 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,749,843 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | DepreciationDepreciationAmt |
|---|---|---|---|---|---|---|---|---|---|
| LONG-TERM CAPITAL LOSS FROM SALE OF SECURITIES | P | 2021-12-01 | 2023-11-30 | $310,193 | $408,115 | -$97,922 | $0 | -$97,922 | |
| STCG FROM SALE OF SECURITIES | P | 2022-12-01 | 2023-11-30 | $566,686 | $546,191 | $20,495 | $0 | $20,495 | |
| LONG-TERM CAPITAL LOSS FROM K-1 | P | 2021-12-01 | 2023-11-30 | $0 | $35,008 | -$35,008 | $0 | -$35,008 | |
| STCG FROM K-1 | P | 2022-12-01 | 2023-11-30 | $495 | $495 | $0 | $495 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$111,940 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,602 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,602 | SubtotalAmt |
| Tax Based On Investment Income | $3,602 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,060 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $6,060 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,458 | OverpaymentAmt |
| Applied To ES Tax | $2,458 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| 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 | Yes (true) | 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 | GREG GRAUL | IndividualWithBooksNm |
| Phone | 8014264366 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 51 WEST CENTER 604 | AddressLine1Txt |
| City | OREM | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84057 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RONALD S LINDORF | ||||||||
| 51 WEST CENTER 604 | OREM | UT | 84057 | PRESIDENT | 5.000 | $0 | $0 | $0 |
| TERRI LINDORF | ||||||||
| 51 WEST CENTER 604 | OREM | UT | 84057 | SECRETARY | 1.000 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Description2 | NONE | Description2Txt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,462,692 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $798,547 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,170,864 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,432,103 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $5,432,103 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $81,482 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,350,621 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $267,531 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $267,531 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,602 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,602 | TotalTaxAmt |
| Distributable Before Adj | $263,929 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $263,929 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $263,929 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $374,372 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $374,372 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $263,929 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $133,294 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $66,810 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,922,091 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $362,956 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $2,485,151 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $374,372 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $263,929 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $110,443 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,595,594 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $133,294 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,462,300 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $66,810 | ExcessFromYear4Amt |
| Excess From Year3 | $1,922,091 | ExcessFromYear3Amt |
| Excess From Year2 | $362,956 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $110,443 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RONALD LINDORF PRESIDENT | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RONALD LINDORF | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 51 WEST CENTER 604 | AddressLine1Txt |
| City | OREM | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84057 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8014264366 | RecipientPhoneNum |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APRIL 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | FUNDS PRINCIPALLY USED FOR LYME DISEASE RESEARCH AND EDUCATION, ALSO SUPPORTING EDUCATIONAL INSTITUTIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BYU IDAHO | ||||||||
| 525 S CENTER ST | REXBURG | ID | 83460 | NONE | PC | EDUCATION | $5,350 | |
| BYU PROVO | ||||||||
| A-41 ASB | PROVO | UT | 84602 | NONE | PC | EDUCATION | $78,129 | |
| CHARITY VISION | ||||||||
| 3210 N CANYON RD | PROVO | UT | 84604 | NONE | PC | MEDICAL ASSISTANCE | $26,200 | |
| FOOD & CARE COALITION | ||||||||
| 299 E 900 S | PROVO | UT | 84606 | NONE | PC | GENERAL SUPPORT | $8,354 | |
| SAPREA | ||||||||
| 4101 N THANKSGIVING WAY SUITE 100 | LEHI | UT | 84043 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| LYMEDISEASEORG | ||||||||
| PO BOX 716 | SAN RAMON | CA | 94583 | NONE | PC | GENERAL SUPPORT | $80,010 | |
| STAND TOGETHER TRUST | ||||||||
| 1320 N COURTHOUSE RD STE 500 | ARLINGTON | VA | 22201 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| UTAH VALLEY UNIVERSITY | ||||||||
| 800 W UNIVERSITY PKWY MS 111 | OREM | UT | 84058 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| SCERA FOUNDATION | ||||||||
| 745 SOUTH STATE STREET | OREM | UT | 84058 | NONE | PC | GENERAL SUPPORT | $450 | |
| LDS CHURCH | ||||||||
| 600 N 300 E | OREM | UT | 84057 | NONE | PC | CHARITABLE | $49,887 | |
| CREATIVE VISIONS FOUNDATION | ||||||||
| 18820 PACIFIC COAST HIGHWAY SUITE 2 | MALIBU | CA | 90265 | NONE | PC | EDUCATION | $250 | 01 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $333,630 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $211,587 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $96,584 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$111,940 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PASS-THROUGH ACTIVITY | Desc |
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $213 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $1,720 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $213 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $197,951 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $198,164 | 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 |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| RONALD LINDORF | |||||||
| 1 | 51 WEST CENTER 604 | OREM | UT | 84057 | $400,000 | Yes (X) | |
| LAC LLC | |||||||
| 2 | 51 West Center 604 | Orem | UT | 84057 | $225,926 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | Stock | NoncashPropertyDesc |
| Fair Market Value | $225,926 | FairMarketValueAmt |
| Received | 2023-11-17 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $10,822 | Amt |
| Net Investment Income | $1,082 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,540 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| RBC 11378 | $1,124,569 | $1,079,666 |
| RBC 11383 | $494,503 | $403,752 |
| RBC 40304 | $1,928,876 | $1,770,628 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| RBC 11383 | $216,870 | $202,877 |
| TDA 344896 | $0 | $0 |
| CS 9897 | $102,977 | $224,454 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT IN PARAGON INCOME FUND | FMV | $1,013,122 | $1,013,122 |
| INVESTMENT IN ROC DEBT STRATEGIES FUND | FMV | $723 | $723 |
| INVESTMENT IN ENERGY TRANSFER LP SERIES G | FMV | $0 | $0 |
| INVESTMENT IN PLAINS ALL AMERICAN PIPELINE | FMV | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $594,138 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| K-1 OTHER DEDUCTIONS | $23,233 | $23,233 | |
| K-1 PORTFOLIO DEDUCTIONS | $17,158 | $17,158 | |
| BUSINESS GANIZATIONAL EXPENSES | $7,719 | ||
| K-1 INVESTMENT INTEREST EXPENSE | $6,753 | $6,753 | |
| POSTAGE | $190 | ||
| BANK FEES | $15 | ||
| K-1 CHARITABLE CONTRIBUTIONS | $16 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 OTHER INCOME | $3,842 | $3,629 |
| K-1 ROYALTY INCOME | $79 | $79 |
| CASH IN LIEU | $45 | $45 |
| K-1 RENTAL INCOME | -$231 | -$231 |
| K-1 ORDINARY INCOME | -$1,802 | -$1,802 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $2,181 | Amt |
| Net Investment Income | $2,181 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,181 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RONALD LINDORF | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 51 WEST CENTER 604 | AddressLine1Txt |
| City | OREM | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84057 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| TAXES - OTHER | $5,000 | $5,000 | |
| FOREIGN TAXES PAID | $352 | $307 | $352 |
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