PROMONTORY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- PROMONTORY FOUNDATION (EIN 20-5016814)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-09-05
- IRS object ID
- 202342489349101304
- 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
- Other Expenses Schedule
- Other Liabilities Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-09-05T14:46:47-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5929 FASHION POINT DR STE 300 | AddressLine1Txt |
| City | OGDEN | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 844034684 | 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 | 205016814 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PROMONTORY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PROM | BusinessNameControlTxt |
| Phone | 4353334026 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8758 N PROMONTORY RANCH RD | AddressLine1Txt |
| City | PARK CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84098 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN LEES | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4353334026 | PhoneNum |
| Signature | 2023-08-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STEPHEN | PersonFirstNm |
| Person Last | LEES | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHETT CAMPBELL CPA | PreparerPersonNm |
| PTIN | P01301037 | PTIN |
| Phone | 8016211575 | PhoneNum |
| Preparation | 2023-08-29 | 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) |
|---|---|---|
| PF60 Month Term Sect507b1 B | Yes (X) | PF60MonthTermSect507b1BInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $280,672 | 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 | $386,608 | ContriRcvdRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $386,608 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,100 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $79,227 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $83,327 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,102 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $263,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $263,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $346,827 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $267,602 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $39,781 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $245,392 | CashBOYAmt |
| Cash EOY | $280,672 | CashEOYAmt |
| Cash EOYFMV | $280,672 | CashEOYFMVAmt |
| Total Assets BOY | $245,392 | TotalAssetsBOYAmt |
| Total Assets EOY | $280,672 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $280,672 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $4,501 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $4,501 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $240,891 | RetainedEarningBOYAmt |
| Retained Earning EOY | $280,672 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $240,891 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $280,672 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $245,392 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $280,672 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $240,891 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $39,781 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $280,672 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $280,672 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | UT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.PROMONTORYCLUB.COM/PROMONTORY-FOUNDATION | WebsiteAddressTxt |
| Individual With Books | STEPHEN LEES | IndividualWithBooksNm |
| Phone | 4353334026 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8758 N PROMONTORY RANCH RD | AddressLine1Txt |
| City | PARK CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84098 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (18 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 |
|---|---|---|---|---|---|---|---|---|
| KELLI BROWN | ||||||||
| 8758 N PROMONTORY RANCH RD | PARK CITY | UT | 84098 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| FRANCIS NAJAFI | ||||||||
| 8758 N PROMONTORY RANCH RD | PARK CITY | UT | 84098 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| STEPHEN LEES | ||||||||
| 8758 N PROMONTORY RANCH RD | PARK CITY | UT | 84098 | TREASURER | 2.00 | $0 | $0 | $0 |
| NICOLE BARTON | ||||||||
| 8758 N PROMONTORY RANCH RD | PARK CITY | UT | 84098 | SECRETARY | 3.00 | $0 | $0 | $0 |
| TOM O' LEARY | ||||||||
| 8758 N PROMONTORY RANCH RD | PARK CITY | UT | 84098 | ADVISORY COMMITTEE MEMBER | 0.50 | $0 | $0 | $0 |
| GINA STRYKER | ||||||||
| 8758 N PROMONTORY RANCH RD | PARK CITY | UT | 84098 | ADVISORY COMMITTEE MEMBER | 0.50 | $0 | $0 | $0 |
| KODIE ALDER | ||||||||
| 8758 N PROMONTORY RANCH RD | PARK CITY | UT | 84098 | ADVISORY COMMITTEE MEMBER | 0.50 | $0 | $0 | $0 |
| BONNIE KIRKPATRICK | ||||||||
| 8758 N PROMONTORY RANCH RD | PARK CITY | UT | 84098 | ADVISORY COMMITTEE MEMBER | 0.50 | $0 | $0 | $0 |
| SARAH MEINDL | ||||||||
| 8758 N PROMONTORY RANCH RD | PARK CITY | UT | 84098 | ADVISORY COMMITTEE MEMBER | 0.50 | $0 | $0 | $0 |
| BEN WIENER | ||||||||
| 8758 N PROMONTORY RANCH RD | PARK CITY | UT | 84098 | ADVISORY COMMITTEE MEMBER | 0.50 | $0 | $0 | $0 |
| JENNIFER SIMON | ||||||||
| 8758 N PROMONTORY RANCH RD | PARK CITY | UT | 84098 | ADVISORY COMMITTEE MEMBER | 0.50 | $0 | $0 | $0 |
| DENIS MILLER | ||||||||
| 8758 N PROMONTORY RANCH RD | PARK CITY | UT | 84098 | ADVISORY COMMITTEE MEMBER | 0.50 | $0 | $0 | $0 |
| RACHEL ALDAY | ||||||||
| 8758 N PROMONTORY RANCH RD | PARK CITY | UT | 84098 | ADVISORY COMMITTEE MEMBER | 0.50 | $0 | $0 | $0 |
| JEREMY SHAPIRO | ||||||||
| 8758 N PROMONTORY RANCH RD | PARK CITY | UT | 84098 | ADVISORY COMMITTEE MEMBER | 0.50 | $0 | $0 | $0 |
| VICKY MAR | ||||||||
| 8758 N PROMONTORY RANCH RD | PARK CITY | UT | 84098 | ADVISORY COMMITTEE MEMBER | 0.50 | $0 | $0 | $0 |
| BARBARA CACCESE | ||||||||
| 8758 N PROMONTORY RANCH RD | PARK CITY | UT | 84098 | ADVISORY COMMITTEE MEMBER | 0.50 | $0 | $0 | $0 |
| VICKY DYER-SMITH | ||||||||
| 8758 N PROMONTORY RANCH RD | PARK CITY | UT | 84098 | ADVISORY COMMITTEE MEMBER | 0.50 | $0 | $0 | $0 |
| KIMBERLY WHEELER | ||||||||
| 8758 N PROMONTORY RANCH RD | PARK CITY | UT | 84098 | ADVISORY COMMITTEE MEMBER | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $261,373 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $261,373 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $261,373 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,921 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $257,452 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $12,873 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $12,873 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $12,873 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $12,873 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $12,873 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $267,602 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $267,602 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $12,873 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $250,169 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $291,928 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $362,238 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $71,467 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $175,416 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,151,218 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $267,602 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,873 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $254,729 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,405,947 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $250,169 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,155,778 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $291,928 | ExcessFromYear4Amt |
| Excess From Year3 | $362,238 | ExcessFromYear3Amt |
| Excess From Year2 | $71,467 | ExcessFromYear2Amt |
| Excess From Year1 | $175,416 | ExcessFromYear1Amt |
| Excess From Current Year | $254,729 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | NICOLE BARTON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8758 N PROMONTORY RANCH RD | AddressLine1Txt |
| City | PARK CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84098 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4356476831 | RecipientPhoneNum |
| Form And Info And Materials | IN WRITING WITH ALL PERTINENT INFORMATION - IE SOCIAL, ARTS, ETC. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | JULY 5TH OF EVERY YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | GEOGRAPHICAL RESTRICTIONS TO THE PARK CITY UTAH AREA | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| CHRISTIAN CENTER OF PARK CITY | ||||||||
| POST OFFICE BOX 683480 1283 DEER | VALLEY DRIVE | PARK CITY | UT | 84068 | N/A | PC | CHARITABLE CONTRIBUTION | $25,000 |
| JOSEPH JAMES MORELLI FOUNDATION | ||||||||
| 7585 N RANCH CLUB TRL | PARK CITY | UT | 84098 | N/A | PC | CHARITABLE CONTRIBUTION | $5,000 | |
| PARK CITY EDUCATION FOUNDATION | ||||||||
| PO BOX 681422 | PARK CITY | UT | 84068 | N/A | PC | CHARITABLE CONTRIBUTION | $10,000 | |
| PARK CITY INSTITUTE | ||||||||
| 1750 KEARNS BLVD | PARK CITY | UT | 84060 | N/A | PC | CHARITABLE CONTRIBUTION | $3,000 | |
| PARK CITY TOTS | ||||||||
| 1850 SIDEWINDER DR STE 410 | PARK CITY | UT | 84060 | N/A | PC | CHARITABLE CONTRIBUTION | $20,000 | |
| PLAYING FOR LIFE FOUNDATION | ||||||||
| PO BOX 681332 | PARK CITY | UT | 84068 | N/A | PC | CHARITABLE CONTRIBUTION | $3,000 | |
| RECYCLE UTAH | ||||||||
| 1951 WOODBINE WAY | PARK CITY | UT | 84060 | N/A | PC | CHARITABLE CONTRIBUTION | $5,000 | |
| COMMUNITY FOR CHILDREN FOUNDATION | ||||||||
| PO BOX 683564 | PARK CITY | UT | 84068 | N/A | PC | CHARITABLE CONTRIBUTION | $20,000 | |
| HABITAT FOR HUMANITY | ||||||||
| 310 STARVIEW DR | PARK CITY | UT | 84098 | N/A | PC | CHARITABLE CONTRIBUTION | $10,000 | |
| KIMBALL ARTS CENTER | ||||||||
| PO BOX 1478 | PARK CITY | UT | 84060 | N/A | PC | CHARITABLE CONTRIBUTION | $15,000 | |
| KPCW (COMMUNITY WIRELESS OF PARK CITY INC) | ||||||||
| PO BOX 1372 | PARK CITY | UT | 84060 | N/A | PC | CHARITABLE CONTRIBUTION | $22,500 | |
| LITERACY PROJECT | ||||||||
| 124 TUSTIN AVENUE SUITE 103 | NEWPORT BEACH | CA | 92663 | N/A | PC | CHARITABLE CONTRIBUTION | $7,500 | |
| MOUNTAIN LANDS COMMUNITY | ||||||||
| 1960 SIDEWINDER DR STE 107 | PARK CITY | UT | 84060 | N/A | PC | CHARITABLE CONTRIBUTION | $20,000 | |
| MOUNTAIN MEDIATION CENTER | ||||||||
| 2064 PROSPECTOR AVE | PARK CITY | UT | 84060 | N/A | PC | CHARITABLE CONTRIBUTION | $5,000 | |
| MOUNTAIN TRAILS FOUNDATION | ||||||||
| PO BOX 754 | PARK CITY | UT | 84060 | N/A | PC | CHARITABLE CONTRIBUTION | $10,000 | |
| NATIONAL ABILITY CENTER | ||||||||
| PO BOX 682799 | PARK CITY | UT | 84068 | N/A | PC | CHARITABLE CONTRIBUTION | $24,500 | |
| PARK CITY MEDICAL CENTER | ||||||||
| 900 ROUND VALLEY DR | PARK CITY | UT | 84068 | N/A | NC | CHARITABLE CONTRIBUTION | $15,000 | |
| PEACE HOUSE | ||||||||
| PO BOX 682141 | PARK CITY | UT | 84068 | N/A | PC | CHARITABLE CONTRIBUTION | $20,000 | |
| SADDLE OF LOVE | ||||||||
| PARK CITY | PARK CITY | UT | 84068 | N/A | PC | CHARITABLE CONTRIBUTION | $2,500 | |
| LIVE LIKE SAM FOUNDATION | ||||||||
| 1335 FIDDICH GLEN LANE | PARK CITY | UT | 84098 | N/A | PC | CHARITABLE CONTRIBUTION | $5,000 | |
| BRUNO GROUP SIGNATURE EVENTS | ||||||||
| 8690 SOUTH ESCALADE CIRCLE | SALT LAKE CITY | UT | 84121 | N/A | PC | CHARITABLE CONTRIBUTION | $2,500 | |
| PARK CITY HISTORICAL SOCIETY | ||||||||
| 528 MAIN ST | PARK CITY | UT | 84060 | N/A | PC | CHARITABLE CONTRIBUTION | $13,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $263,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $0 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (21 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ROBERT MARLING | ||||||
| 1 | 1330 LAKE ROBINS DRIVE STE 150 | THE WOODLANDS | TX | 77380 | $23,500 | Yes (X) |
| TIMOTHY MURPHY | ||||||
| 2 | 3521 W 87TH ST | LEAWOOD | KS | 66206 | $10,000 | Yes (X) |
| GARY AND SUE GRANT | ||||||
| 3 | 6319 DAKOTA TRAIL | PARK CITY | UT | 84098 | $10,300 | Yes (X) |
| TERRY AND SHARON HARTSHORN | ||||||
| 4 | 7969 SUNRISE LOOP | PARK CITY | UT | 84098 | $7,500 | Yes (X) |
| PIVOTAL FOUNDATION | ||||||
| 5 | 3200 E CAMELBACK RD STE 295 | PHOENIX | AZ | 85018 | $17,500 | Yes (X) |
| BEN POGUE | ||||||
| 6 | 8544 N PROMONTORY RANCH RD | PARK CITY | UT | 84098 | $28,500 | Yes (X) |
| BRENT HOLDEN | ||||||
| 7 | 4055 PINNACLE SKY LOOP | PARK CITY | UT | 84098 | $26,000 | Yes (X) |
| STEVE MILLER | ||||||
| 8 | 3425 BLUE SAGE TRAIL | PARK CITY | UT | 84098 | $7,500 | Yes (X) |
| GREG AND VIVI COLE | ||||||
| 9 | 4611 TRAVIS STREET PENTHOUSE 2 | DALLAS | TX | 75205 | $10,500 | Yes (X) |
| DAN KARSTEN | ||||||
| 10 | 18307 SPRUCE CREEK DRIVE | HOUSTON | TX | 77084 | $10,000 | Yes (X) |
| GREGORY BOSS | ||||||
| 11 | 3174 BLUE SAGE TRAIL | PARK CITY | UT | 84098 | $11,000 | Yes (X) |
| DAVE WOOD AND JAN BARTHOLOMEW | ||||||
| 12 | 5021 TANGLE LANE | HOUSTON | TX | 77056 | $10,500 | Yes (X) |
| KENT ANGIER | ||||||
| 13 | PO BOX 913 | MEDINA | WA | 98039 | $10,000 | Yes (X) |
| JOAN BARON | ||||||
| 14 | 9272 DYE CABINS DRIVE | PARK CITY | UT | 84098 | $5,000 | Yes (X) |
| STEPHEN KAPLAN | ||||||
| 15 | 1112 MONTANA AVE | SANTA MONICA | CA | 90402 | $7,500 | Yes (X) |
| PETE GEORGIADIS | ||||||
| 16 | PO BOX XXX-XX-XXXX | SIOUX FALLS | SD | 57186 | $7,500 | Yes (X) |
| LISA GENECOV | ||||||
| 17 | 3780 ASPEN CAMP LOOP | PARK CITY | UT | 84098 | $8,000 | Yes (X) |
| THOMAS SUTER | ||||||
| 18 | 8436 N VIA LINDA | SCOTTSDALE | AZ | 85258 | $7,500 | Yes (X) |
| MARC OSTROFSKY | ||||||
| 19 | 5100 SAN FELIPE ST 62E | HOUSTON | TX | 77056 | $11,000 | Yes (X) |
| CHAD SPENCER | ||||||
| 20 | 9363 GARNER WOODS COVE | MEMPHIS | TN | 38139 | $13,000 | Yes (X) |
| NEAL SIMON | ||||||
| 21 | 10817 STANMORE DRIVE | POTOMAC | MD | 20854 | $5,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,100 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,100 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INTUIT EXPENSE | $2 | $0 | $2 |
| CHASE BANK FEES | $19,062 | $0 | $0 |
| CREDIT CARD FEES | $2,708 | $0 | $0 |
| BAND | $45,745 | $0 | $0 |
| CONCERT DECORATIONS | $2,412 | $0 | $0 |
| RENTALS - EVENTS | $8,409 | $0 | $0 |
| INSURANCE | $889 | $0 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NOTE PAYABLE | Desc |
| BOY Book Value | $4,501 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| DAN KARSTEN | |||
| 18307 SPRUCE CREEK DRIVE | HOUSTON | TX | 77084 |
| GREGORY BOSS | |||
| 3174 BLUE SAGE TRAIL | PARK CITY | UT | 84098 |
| DAVE WOOD | |||
| 5021 TANGLE LANE | HOUSTON | TX | 77056 |
| KENT ANGIER | |||
| PO BOX 913 | MEDINA | WA | 98039 |
| LISA GENECOV | |||
| 3780 ASPEN CAMP LOOP | PARK CITY | UT | 84098 |
| MARC OSTROFSKY | |||
| 5100 SAN FELIPE ST 62E | HOUSTON | TX | 77056 |
| CHAD SPENCER | |||
| 9363 GARNER WOODS COVE | MEMPHIS | TN | 38139 |
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