JNF FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- JNF FOUNDATION (EIN 26-0523149)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-09
- IRS object ID
- 202311299349104736
- 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
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-09T02:44:00-00:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | President | PersonTitleTxt |
| Phone | 8016605426 | PhoneNum |
| Signature | 2023-05-09 | 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 | 2023-05-09 | 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 | 2022 | 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 | $1,866,964 | 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 | $116,636 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $25 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $25 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $42,184 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $42,184 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$38,767 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $575,332 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $120,078 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $42,209 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $86,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $5,133 | LegalFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $22,627 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $22,627 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $22,627 | OtherProfFeesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $650 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $114,410 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,627 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $22,627 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $380,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $380,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $494,410 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,627 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $22,627 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $380,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$374,332 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $19,582 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $252,418 | CashBOYAmt |
| Cash EOY | $78,544 | CashEOYAmt |
| Cash EOYFMV | $78,544 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,330,037 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,788,420 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,788,420 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $2,582,455 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,866,964 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,866,964 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,582,455 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,866,964 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,582,455 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,866,964 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,582,455 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,866,964 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,582,455 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$374,332 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,208,123 | SubtotalAmt |
| Other Decreases | $341,159 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,866,964 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| First TR Exchange Traded FD VI TCW Opportunis ETF | P | 2021-10-15 | 2022-06-01 | $120,848 | $136,484 | -$15,636 | -$15,636 |
| ISHARES TRUST CRE U S REIT ETF | P | 2021-10-15 | 2022-08-19 | $3,687 | $3,894 | -$207 | -$207 |
| JPMORGAN FUNDS INCOME I | P | 2021-06-30 | 2022-03-18 | $137 | $137 | ||
| JPMORGAN FUNDS HEDGED EQTY I | P | 2021-10-21 | 2022-03-18 | $1,912 | $1,941 | -$29 | -$29 |
| JPMORGAN FUNDS HEDGED EQTY I | P | 2021-10-21 | 2022-03-18 | $682 | $696 | -$14 | -$14 |
| JP MORGAN ETF TRUST CORE PLUS BD ETF | P | 2021-06-01 | 2022-08-19 | $59,616 | $60,097 | -$481 | -$481 |
| JP MORGAN ETF TRUST ULTRA-SHORT INCOME ETF | P | 2021-10-15 | 2022-08-19 | $2,057 | $2,077 | -$20 | -$20 |
| JP MORGAN ETF TRUST INTERNATIONAL BOND OPPORUN | P | 2021-10-15 | 2022-08-19 | $3,053 | $3,353 | -$300 | -$300 |
| JP MORGAN ETF TRUST HIGH YLD RESRCH ETF | P | 2021-06-03 | 2022-06-01 | $17,987 | $19,922 | -$1,935 | -$1,935 |
| METROPOLITAN WEST FUNDS TOTAL RET BOND I | P | 2021-06-03 | 2022-06-01 | $213,180 | $238,911 | -$25,731 | -$25,731 |
| SPDR SERIES TRUST PORTFOLIO SP 500 ETF | P | 2021-10-12 | 2022-08-19 | $5,351 | $5,513 | -$162 | -$162 |
| SPDR PORTFLI HIGH YLD ETF | P | 2022-06-01 | 2022-08-19 | $14,088 | $14,460 | -$372 | -$372 |
| VANGUARD REAL ESTATE ETF | P | 2021-10-12 | 2022-03-18 | $956 | $924 | $32 | $32 |
| ISHARES TRUST CRE U S REIT ETF | P | 2018-07-19 | 2022-03-18 | $1,516 | $1,182 | $334 | $334 |
| ISHARES TRUST CRE U S REIT ETF | P | 2021-03-19 | 2022-08-19 | $2,399 | $2,159 | $240 | $240 |
| JP MORGAN ETF TRUST ULTRA-SHORT INCOME ETF | P | 2021-03-19 | 2022-08-19 | $82,235 | $83,169 | -$934 | -$934 |
| JP Morgan ETF Trust International Bond Opportun | P | 2021-03-19 | 2022-08-19 | $2,554 | $2,785 | -$231 | -$231 |
| JP MORTAN ETF TRUST YLD RERCH ETF | P | 2021-03-19 | 2022-06-01 | $10,885 | $11,818 | -$933 | -$933 |
| JP MORTAN ETF TRUST YLD RERCH ETF | P | 2020-04-07 | 2022-06-02 | $46 | $44 | $2 | $2 |
| SPDR SERIES TRUST PORTFOLOIO SP 400 MID CAP ETF | P | 2018-07-19 | 2022-03-18 | $471 | $360 | $111 | $111 |
| SPDR SERIES TRUST PORTFOLIO SP ETF | P | 2018-07-19 | 2022-03-18 | $10,519 | $6,658 | $3,861 | $3,861 |
| SPDR SERIES TRUST PORTFOLIO SP ETF | P | 2018-07-19 | 2022-08-19 | $21,153 | $17,515 | $3,638 | $3,638 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$38,767 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$44,374 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $272 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $272 | SubtotalAmt |
| Tax Based On Investment Income | $272 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $272 | 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 | $24,000 |
| Kaira Bennee | ||||||
| 4130 Achilles Dr | Salt Lake City | UT | 84124 | Director | 016.00 | $14,000 |
| Cameron Bennee | ||||||
| 5670 Crown Pointe Dr | Murray | UT | 84107 | Director | 002.00 | $24,000 |
| 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 | $24,000 |
| 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 | $380,000 | 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 | $2,021,704 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $183,347 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,205,051 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,205,051 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $33,076 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,171,975 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $108,599 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $108,599 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $272 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $272 | TotalTaxAmt |
| Distributable Before Adj | $108,327 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $108,327 | DistributableBeforeDedAmt |
| Deduction From Distributable | $380,000 | DeductionFromDistributableAmt |
| Distributable As Adjusted | -$271,673 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $380,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $380,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | -$271,673 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $203,300 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $229,000 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $223,000 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $186,000 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $503,000 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,344,300 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $380,000 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $380,000 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,724,300 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $203,300 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,521,000 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $229,000 | ExcessFromYear4Amt |
| Excess From Year3 | $223,000 | ExcessFromYear3Amt |
| Excess From Year2 | $186,000 | ExcessFromYear2Amt |
| Excess From Year1 | $503,000 | ExcessFromYear1Amt |
| Excess From Current Year | $380,000 | 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 (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Utah Food Bank | |||||||
| 3150 South 900 West | Salt Lake City | UT | 84103 | None | PC | General Charitable Purposes | $20,000 |
| Second Grace Foundation | |||||||
| 7654 S 1000 E | Midvale | UT | 84047 | None | PC | General Charitable Purposes | $140,000 |
| USARA | |||||||
| 180 E 2100 S Ste 100 | Salt Lake City | UT | 84115 | None | PC | General Charitable Purposes | $40,000 |
| First Step House | |||||||
| 411 N Grant Street | Salt Lake City | UT | 84116 | None | PC | General Charitable Purposes | $30,000 |
| Raise the Future | |||||||
| 1325 S COLORADO BLVD STE B700 | Denver | CO | 80222 | None | PC | General Charitable Purposes | $25,000 |
| Holladay Art Council | |||||||
| 4580 South 2300 East | Holladay | UT | 84117 | None | GOV | General Charitable Purposes | $10,000 |
| Africa Is Life Changing | |||||||
| 1192 E Draper Pkwy Ste 225 | Draper | UT | 84020 | None | PC | General Charitable Purposes | $20,000 |
| Soap 2 Hope | |||||||
| 1540 Main Street | Salt Lake City | UT | 84115 | None | PC | General Charitable Purposes | $15,000 |
| Fit to Recover | |||||||
| 1335 Major Street | Salt Lake City | UT | 84115 | None | PC | General Charitable Purposes | $15,000 |
| Spy Hop | |||||||
| 208 West Harvey Milk Blvd | Salt Lake City | UT | 84101 | None | PC | General Charitable Purposes | $5,000 |
| Best Seat in the House | |||||||
| 1570 E 8600 S | Sandy | UT | 84093 | None | PC | General Charitable Purposes | $5,000 |
| Pillows for Prisioners | |||||||
| 2810 HERMOSA WAY | Salt Lake City | UT | 84124 | None | PC | General Charitable Purposes | $10,000 |
| Wasatch Community Foundation | |||||||
| 629 East 800 South | Salt Lake City | UT | 84124 | None | PC | General Charitable Purposes | $10,000 |
| Row4ALS | |||||||
| 3687 Cove Point Drive | Salt Lake City | UT | 84109 | None | PC | General Charitable Purposes | $5,000 |
| Canine With A Cause | |||||||
| 4050 S 2700 E | Holladay | UT | 84117 | None | PC | General Charitable Purposes | $10,000 |
| Reel Recovery | |||||||
| 160 Brookside Road | Needham | MA | 02492 | None | PC | General Charitable Purposes | $10,000 |
| Richard Erickson Foundation | |||||||
| 1466 No Highway 89 | Farmington | UT | 84025 | None | POF | General Charitable Purposes | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $380,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $25 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $42,184 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $33 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$38,767 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $3,475 | UnrelatedBusinessTaxblIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,475 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | James and Norma Fosgate | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 429 | AddressLine1Txt |
| City | Heber City | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84032 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $116,636 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $5,133 | LegalFeesAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Depreciation in market value of securities | Desc |
| Amt | $341,159 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Banking fees and other fees - UVU | Desc |
| Revenue And Expenses Per Books | $650 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Advisory Fees | CategoryTxt |
| Amt | $22,627 | Amt |
| Net Investment Income | $22,627 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $22,627 | AdjustedNetIncomeAmt |
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