STERLING AND SHELLI GARDNER FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- STERLING AND SHELLI GARDNER FOUNDATION (EIN 87-0686202)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-08
- IRS object ID
- 202403139349101380
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-08T15:34:51-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 275169784 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COOPER SAVAS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 170 S MAIN STREET STE 800 | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84101 | 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 | 870686202 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STERLING &SHELLI GARDNER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STER | BusinessNameControlTxt |
| Phone | 8014532080 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 610 WESTFIELD ROAD | AddressLine1Txt |
| City | ALPINE | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 840041501 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STERLING GARDNER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8014532080 | PhoneNum |
| Signature | 2024-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| 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 | ANNE FLADE | PreparerPersonNm |
| PTIN | P10449791 | PTIN |
| Phone | 8014332140 | PhoneNum |
| Preparation | 2024-11-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | $3,261,486 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $10,095 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,781 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $77,538 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $76,613 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$117,812 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,315,339 | GrossSalesPriceAmt |
| Total Rev And Expnss | -$30,179 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $84,394 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $22,661 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $22,661 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,226 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $592 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $31 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $31 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $23,918 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,284 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $241,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $241,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $265,168 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,284 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $241,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$295,347 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $61,110 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $655,690 | CashBOYAmt |
| Cash EOY | $445,508 | CashEOYAmt |
| Cash EOYFMV | $445,508 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $4,122 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $4,122 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $4,122 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $4,122 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $1,998,414 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,799,015 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,034,568 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $656,387 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $770,014 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $776,681 | OtherInvestmentsEOYFMVAmt |
| Other Assets EOY | $607 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $607 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,314,613 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,019,266 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,261,486 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,314,613 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,019,266 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,314,613 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,019,266 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,314,613 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,019,266 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,314,613 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$295,347 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,019,266 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,019,266 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| BOA 4680 - ST COV | P | $236,678 | $255,778 | -$19,100 | -$19,100 |
| BOA 4680 - LT COV | P | $1,063,413 | $1,177,373 | -$113,960 | -$113,960 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$117,812 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $849 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $849 | SubtotalAmt |
| Tax Based On Investment Income | $849 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $2,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $36 | EsPenaltyAmt |
| Overpayment | $1,615 | OverpaymentAmt |
| Applied To ES Tax | $1,615 | AppliedToESTaxAmt |
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 | COOPER SAVAS LLC | IndividualWithBooksNm |
| Phone | 8014532080 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 170 S MAIN ST STE 800 | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84101 | 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 |
| 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| STERLING GARDNER | ||||||||
| 610 WESTFIELD ROAD | ALPINE | UT | 84004 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SHELLI GARDNER | ||||||||
| 610 WESTFIELD ROAD | ALPINE | UT | 84004 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JON BROWN | ||||||||
| 610 WESTFIELD RD | ALPINE | UT | 840041501 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MEGAN WHITE | ||||||||
| 610 WESTFIELD RD | ALPINE | UT | 840041501 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| NATE WHITE | ||||||||
| 610 W WESTFIELD RD | ALPINE | UT | 840041501 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| SAGE HOOPIIAINA | ||||||||
| 610 W WESTFIELD RD | ALPINE | UT | 840041501 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| SARA DOUGLASS | ||||||||
| 610 W WESTFIELD RD | ALPINE | UT | 840041501 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| SEAN DOUGLASS | ||||||||
| 610 W WESTFIELD RD | ALPINE | UT | 840041501 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| SHALAE BROWN | ||||||||
| 610 W WESTFIELD RD | ALPINE | UT | 840041501 | DIRECTOR | 000.00 | $0 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,611,915 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $551,425 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,729 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,168,069 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,168,069 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $47,521 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,120,548 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $156,027 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $156,027 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $849 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $849 | TotalTaxAmt |
| Distributable Before Adj | $155,178 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $155,178 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $155,178 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $241,250 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $241,250 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $155,178 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $67,756 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $38,262 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $99,952 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $39,232 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $245,202 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $241,250 | QualifyingDistributionsAmt |
| Applied To Current Year | $155,178 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $86,072 | RemainingDistriFromCorpusAmt |
| Total Corpus | $331,274 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $67,756 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $263,518 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $38,262 | ExcessFromYear4Amt |
| Excess From Year3 | $99,952 | ExcessFromYear3Amt |
| Excess From Year1 | $39,232 | ExcessFromYear1Amt |
| Excess From Current Year | $86,072 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SHELLI L GARDNER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 610 WESTFIELD ROAD | AddressLine1Txt |
| City | ALPINE | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Email Address | ARABIANMEADOWS@HOTMAIL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | WRITTEN REQUEST WITH EXPLANATION OF NEED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO SUBMISSION DEADLINES REQUIRED. | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS OR LIMITATIONS ON AWARDS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN HERITAGE SCHOOLS INC | ||||||||
| 736 N 1100 E | AMERICAN FORK | UT | 84003 | NONE | PC | UNRESTRICTED | $30,000 | |
| OPERATION UNDERGROUND RAILROAD INC | ||||||||
| PO BOX 57338 | MURRAY | UT | 84157 | NONE | PC | UNRESTRICTED | $11,000 | |
| ENCIRCLE FAMILY AND YOUTH RESOURCE | ||||||||
| 331 S 600 E | SALT LAKE CITY | UT | 84102 | NONE | PC | UNRESTRICTED | $5,000 | CENTER |
| FIVE 12 FOUNDATION | ||||||||
| 615 N STAR MILL LANE | AMERICAN FORK | UT | 84003 | NONE | PF | UNRESTRICTED | $1,000 | |
| COURAGE REINS | ||||||||
| 5870 W 10400 N C | HIGHLAND | UT | 84003 | NONE | PC | UNRESTRICTED | $55,000 | |
| CITIZENS AGAINST PHYSICAL & SEXUAL | ||||||||
| PO BOX 3617 | LOGAN | UT | 84323 | NONE | PC | UNRESTRICTED | $10,000 | ABUSE |
| FUR SISTERS - FUREVER URS RESCUE | ||||||||
| 951 SHETTER AVE | JACKSONVILLE BEACH | FL | 32250 | NONE | PC | UNRESTRICTED | $10,000 | INC |
| SPECTRUM ACADEMY | ||||||||
| 575 CUTLER DRIVE | NORTH SALT LAKE CITY | UT | 84054 | NONE | PC | UNRESTRICTED | $5,000 | |
| A CHILD'S HOPE FOUNDATION | ||||||||
| 165 N 1330 W STE 1A | OREM | UT | 84057 | NONE | PC | UNRESTRICTED | $5,000 | |
| COEUR COMMUNITY CLOSET | ||||||||
| 2795 E POINT HAYDEN DR | HAYDEN LAKE | ID | 83835 | NONE | PF | UNRESTRICTED | $5,000 | |
| TRI-CITIES CHAPLANCY | ||||||||
| 1480 FOWLER STREET | RICHLAND | WA | 99352 | NONE | PC | UNRESTRICTED | $10,000 | (CORK'S PLACE KIDS GRIEF CENTER) |
| FIGHT THE NEW DRUG INC | ||||||||
| 1680 S MAIN ST | SALT LAKE CITY | UT | 84115 | NONE | PC | UNRESTRICTED | $5,000 | |
| HOUSE OF CHAMPIONS | ||||||||
| 2066 W 47TH ST | CLEVELAND | OH | 44102 | NONE | PC | UNRESTRICTED | $10,000 | |
| INTERMOUNTAIN HEALTHCARE FOUNDATION | ||||||||
| 36 S STATE ST STE 2200 | SALT LAKE CITY | UT | 84111 | NONE | PC | UNRESTRICTED | $10,000 | |
| MEALS ON WHEELS AMERICA | ||||||||
| 1550 CRYSTAL DR 1004 | ARLINGTON | VA | 22202 | NONE | PC | UNRESTRICTED | $5,000 | |
| TABITHA'S WAY | ||||||||
| 45 E 100 N PO BOX 254 | SPANISH FORK | UT | 84660 | NONE | PC | UNRESTRICTED | $2,500 | |
| HAPPY FACTORY | ||||||||
| 896 N 2175 W CIRCLE | CEDAR CITY | UT | 84721 | NONE | PC | UNRESTRICTED | $2,000 | |
| THE REFUGE UTAH | ||||||||
| 1433 E 840 N | OREM | UT | 84097 | NONE | PC | UNRESTRICTED | $5,000 | |
| TOURETTE ASSOCIATION OF AMERICA | ||||||||
| 42-40 BELL BOULEVARD | BAYSIDE | NY | 11361 | NONE | PC | UNRESRTICTED | $5,000 | |
| STAND WITH UKRAINE | ||||||||
| 3535 MARKET ST | WEST VALLEY | UT | 84119 | NONE | PC | UNRESTRICTED | $15,000 | (TO UKRAINE WITH LOVE) |
| 22 FOREVER SCHOLARSHIP FUND | ||||||||
| 322 S 1400 E STE 150 | SALT LAKE CITY | UT | 841130300 | NONE | PC | UNRESTRICTED | $3,000 | |
| ALPINE BIBLE CHURCH | ||||||||
| 310 E STATE ST | LEHI | UT | 84043 | NONE | PC | UNRESTRICTED | $1,250 | |
| CHABAD OF UTAH COUNTY | ||||||||
| 1760 S 110 E | SALT LAKE CITY | UT | 84105 | NONE | PC | UNRESTRICTED | $5,000 | |
| GREENHOUSE COMMUNITY CHURCH | ||||||||
| 1950 N HILLCREST RD | SARATOGA SPRINGS | UT | 84045 | NONE | PC | UNRESTRICTED | $1,250 | |
| LDS CHURCH | ||||||||
| 50 E NORTH TEMPLE | SALT LAKE CITY | UT | 84150 | NONE | PC | UNRESTRICTED | $10,000 | |
| SOUTH MOUNTAIN COMMUNITY CHURCH | ||||||||
| 520 S 850 E STE B | LEHI | UT | 84043 | NONE | PC | UNRESTRICTED | $1,250 | |
| UNIVERSITY OF UTAH | ||||||||
| 195 CENTRAL CAMPUS DR | SALT LAKE CITY | UT | 84112 | NONE | PC | UNRESTRICTED | $5,000 | |
| UNIVERSITY OF UTAH ATHLETICS | ||||||||
| 1825 E SOUTH CAMPUS DR | SALT LAKE CITY | UT | 841120900 | NONE | PC | UNRESTRICTED | $8,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $241,250 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $10,095 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $77,538 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$117,812 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$30,179 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$30,179 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | 14 | RelationshipStatementTxt |
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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | BOA 4680 EQUITIES | StockNm |
| EOY Book Value | $1,799,015 | EOYBookValueAmt |
| EOYFMV | $2,034,568 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BOA 4680 FIXED INCOME | AT COST | $585,014 | $589,629 |
| BOA 4680 TANGIBLE ASSETS | AT COST | ||
| BOA 4680 HEDGE FUNDS | AT COST | $185,000 | $187,052 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| EOY Book Value | $607 | EOYBookValueAmt |
| EOYFMV | $607 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| MISCELLANEOUS FEES | $31 | $31 |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp
Borrower Name BorrowerNameGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NR FAMILY IRREV TRUST | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Loan Original | $4,122 | LoanOriginalAmt |
| Balance Due | $4,122 | BalanceDueAmt |
| Note | 2007-12 | NoteDt |
| Interest | 0.0100 | InterestRt |
| Security Provided Borrower | NONE | SecurityProvidedBorrowerTxt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $22,661 | Amt |
| Net Investment Income | $22,661 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX | $592 | $592 |
| FEDERAL TAX | $634 |
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