BGDG FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BGDG FOUNDATION (EIN 47-2555595)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-30
- IRS object ID
- 202423049349101427
- Schema version
- 2023v5.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-30T15:16:27-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 455533242 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Anderson Bradshaw PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5296 S Commerce Dr Ste 300 | AddressLine1Txt |
| City | Salt Lake City | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84107 | 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 | 472555595 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BGDG Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BGDG | BusinessNameControlTxt |
| Phone | 8019305309 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4766 S Holladay Blvd | AddressLine1Txt |
| City | Salt Lake City | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84117 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kenneth Woolley | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2024-10-30 | 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 | Russell E Anderson | PreparerPersonNm |
| PTIN | P00363591 | PTIN |
| Phone | 8012814700 | PhoneNum |
| 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 | $4,876,128 | 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 | $1,967,108 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $132,657 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $132,657 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $132,657 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $69,970 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $69,970 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $69,970 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | -$101,317 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$82,371 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,268,249 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $267 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,947,691 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $62,687 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $62,687 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $34,568 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $34,568 | LegalFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $398,981 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $398,981 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $433,549 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $433,549 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $26,007 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $26,007 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $459,556 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $433,549 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $26,007 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,488,135 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $62,687 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $293,980 | CashBOYAmt |
| Cash EOY | $68,313 | CashEOYAmt |
| Cash EOYFMV | $68,313 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $811,307 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $9,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $811,307 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $811,307 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $2,793,140 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,956,276 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,311,746 | CorporateStockEOYFMVAmt |
| Other Investments BOY | -$35,616 | OtherInvestmentsBOYAmt |
| Other Investments EOY | -$287,257 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | -$315,238 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,060,504 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,548,639 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,876,128 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $3,060,504 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,548,639 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,060,504 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,548,639 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,060,504 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,548,639 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,060,504 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,488,135 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,548,639 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,548,639 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Wells Fargo ST Covered | P | 2023-01-01 | 2023-12-31 | $586,350 | $624,587 | -$38,237 | -$38,237 |
| Wells Fargo LT Covered | P | 2022-01-01 | 2023-12-31 | $393,585 | $438,048 | -$44,463 | -$44,463 |
| .25 GERDAU S A SPON ADR | P | 2023-03-30 | 2023-03-30 | $1 | $1 | $1 | |
| 14132.6 Goldman Sachs Finl square govt fd classI | P | 2022-12-01 | 2023-11-20 | $14,133 | $14,133 | ||
| 274179.73 Goldman Sachs Finl square govt fd classI | P | 2022-06-08 | 2023-11-15 | $274,180 | $274,180 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$82,699 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$38,236 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Due | $0 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kenneth Woolley | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8012814700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5296 S Commerce Drive Ste 300 | AddressLine1Txt |
| City | Salt Lake City | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84107 | 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 |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kenneth Woolley | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3115 Lion Lane 300 | AddressLine1Txt |
| City | Salt Lake City | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84121 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | President | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,796,150 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $269,426 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,065,576 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,065,576 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $45,984 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,019,592 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $150,980 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $150,980 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $150,980 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $150,980 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $150,980 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $26,007 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $26,007 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $150,980 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $18,500 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $32,920 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $79,688 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,005,232 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,136,340 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $26,007 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $26,007 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $124,973 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $124,973 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,011,367 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $4,011,367 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $6,135 | ExcessFromYear2Amt |
| Excess From Year1 | $4,005,232 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Kenneth Woolley | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Youth Making a Difference | ||||||||||||
| 2493 West Landau Lane | South Jordan | UT | 84095 | N/A | EOF | Charitable Contribution | $2,500 | |||||
| Help 41 Families Who Lost Thier Hom | ||||||||||||
| PO Box 121270 815 Street | San Diego | CA | 92101 | N/A | NC | Charitable Contribution | $1,000 | |||||
| Valley Behavioral Health | ||||||||||||
| 1020 S Main St | Salt Lake City | UT | 84101 | N/A | EOF | Charitable Contribution | $1,000 | |||||
| Jazz Mentors Foundation | ||||||||||||
| 2220 Bengal Blvd | Cottonwood Heights | UT | 84121 | N/A | EOF | Charitable Contribution | $10,000 | |||||
| Beyond Blindness | ||||||||||||
| 18542-B Vanderlip Ave | Santa Ana | CA | 92705 | N/A | EOF | Charitable Contribution | $4,000 | |||||
| Sadaqah Smil | ||||||||||||
| N/A | EOF | Charitable Contribution | $2,507 | Stichting Sadaqah Smile | Amsterdam | NL61 INGB | NL | 0675 9561 29 | ||||
| Travis Manion Foundation | ||||||||||||
| PO Box 1485 | Doylestown | PA | 18901 | N/A | EOF | Charitable Contribution | $5,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $26,007 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $132,657 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$101,317 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $267 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $328 | ExclusionAmt |
| Related Or Exempt Function Incm | -$82,699 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Exempt Income | Desc |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $133,252 | ExclusionAmt |
| Related Or Exempt Function Incm | -$184,016 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$50,764 | 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 | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| Ken Woolley | ||||||
| 1 | 3115 Lion Lane 300 | Salt Lake City | UT | 84121 | $983,554 | Yes (X) |
| Joy Woolley | ||||||
| 2 | 3115 Lion Lane 300 | Salt Lake City | UT | 84121 | $983,554 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 67,522.00 shares of BREIT Operating Partnership LP | $983,554 | 2023-11-01 |
| 2 | 67,522.00 shares of BREIT Operating Partnership LP | $983,554 | 2023-11-01 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Advisory Fees | $31,778 | $31,778 | $0 | $0 |
| Legal Fees | $2,790 | $2,790 | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Foreign Taxes Withheld | $1,523 | $1,523 |
| K-1 nondeductible expenses | $1,177 | $1,177 |
| Rental Expenses | $31,347 | $31,347 |
| Taxes & penalties | $364,934 | $364,934 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $267 | RevenueAndExpensesPerBooksAmt |
Comments