CHRISTIAN V AND LISA D YOUNG FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CHRISTIAN V AND LISA D YOUNG FAMILY FOUNDATION (EIN 81-0953754)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-03
- IRS object ID
- 202303079349101810
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-03T19:33:50-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6955 S UNION PARK CTR STE 300 | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84047 | 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 | 810953754 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTIAN V AND LISA D YOUNG | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHRI | BusinessNameControlTxt |
| Phone | 8015803239 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 27890 | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85255 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTIAN YOUNG | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8015803239 | PhoneNum |
| Signature | 2023-10-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHRISTIAN | PersonFirstNm |
| Person Last | YOUNG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEREK EVANS CPA | PreparerPersonNm |
| PTIN | P00176825 | PTIN |
| Phone | 8013644949 | PhoneNum |
| Preparation | 2023-10-31 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,681,385 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $300,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $30,782 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,649 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $474,892 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $474,892 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $370,235 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $153,733 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $133,770 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $959,407 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $529,654 | 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 |
| Legal Fees Rev And Expnss | $2,079 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,079 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,145 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,572 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $79,592 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $11,339 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $11,339 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14,350 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,249 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $9,084 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $112,505 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,328 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $22,995 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $865,525 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $865,525 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $978,030 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,328 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $888,520 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$18,623 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $522,326 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $192,606 | CashBOYAmt |
| Cash EOY | $229,343 | CashEOYAmt |
| Cash EOYFMV | $229,343 | CashEOYFMVAmt |
| Other Investments BOY | $5,988,091 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,940,382 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,452,042 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,180,697 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,169,725 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,681,385 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $15,690 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $23,254 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $15,690 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $23,254 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $6,165,007 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $6,146,471 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,165,007 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,146,471 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,180,697 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,169,725 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,165,007 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$18,623 | ExcessRevenueOverExpensesAmt |
| Other Increases | $87 | OtherIncreasesAmt |
| Subtotal | $6,146,471 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,146,471 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| CAPITAL GAINS - PARTNERSHIP | P | 2021-01-01 | 2022-12-31 | $474,892 | $474,892 | $474,892 |
| CAPITAL GAINS - PARTNERSHIP UBI EXCLUDED | P | 2021-01-01 | 2022-12-31 | -$104,657 | -$104,657 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $370,235 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,260 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,260 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,260 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $33,557 | 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 | $33,557 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $26,297 | OverpaymentAmt |
| Applied To ES Tax | $26,297 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AZ | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | UT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CHRISTIAN YOUNG | IndividualWithBooksNm |
| Phone | 8015803239 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 91268 | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84109 | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CHRISTIAN YOUNG | ||||||||
| PO BOX 27890 | SCOTTSDALE | AZ | 85255 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| LISA YOUNG | ||||||||
| PO BOX 27890 | SCOTTSDALE | AZ | 85255 | VICE PRESIDENT AND TREASURER | 1.00 | $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 | $5,392,567 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $231,928 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $101,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,725,495 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,725,495 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $85,882 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,639,613 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $281,981 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $281,981 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,260 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $23,385 | IncomeTaxAmt |
| Total Tax | $30,645 | TotalTaxAmt |
| Distributable Before Adj | $251,336 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $251,336 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $251,336 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $888,520 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $888,520 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $251,336 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $26,864 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $44,014 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $373,427 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $412,717 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $473,500 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,330,522 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $888,520 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $251,336 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $637,184 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,967,706 | 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 | $26,864 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,940,842 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $44,014 | ExcessFromYear4Amt |
| Excess From Year3 | $373,427 | ExcessFromYear3Amt |
| Excess From Year2 | $412,717 | ExcessFromYear2Amt |
| Excess From Year1 | $473,500 | ExcessFromYear1Amt |
| Excess From Current Year | $637,184 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHRISTIAN YOUNG | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (52 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALPHA PROJECT | ||||||||
| 3737 FIFTH AVE SUITE 203 | SAN DIEGO | CA | 92103 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| ASPCA | ||||||||
| PO BOX 96929 | WASHINGTON | DC | 200777127 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| BEST FRIENDS ANIMAL SOCIETY OF UTAH | ||||||||
| 2005 SOUTH 1100 EAST | SALT LAKE CITY | UT | 84106 | NONE | PC | GENERAL OPERATING SUPPORT | $4,000 | |
| COMPANIONS ANIMAL CENTER | ||||||||
| PO BOX 1005 | HAYDEN | ID | 83835 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| CONSERVATION INTERNATIONAL | ||||||||
| 2011 CRYSTAL DRIVE SUITE 600 | ARLINGTON | VA | 22202 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| DIAN FOSSEY GORILLA FUND INTERNATIONAL | ||||||||
| 800 CHEROKEE AVE SE ATLANTA | ATLANTA | GA | 30316 | NONE | PC | GENERAL OPERATING SUPPORT | $7,500 | |
| DIAN FOSSEY GORILLA FUND | ||||||||
| 800 CHEROKEE AVE SE | ATLANTA | GA | 30315 | NONE | PC | GENERAL OPERATING SUPPORT | $7,500 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| PO BOX 5022 | HAGERSTOWN | MD | 217415022 | NONE | PC | GENERAL OPERATING SUPPORT | $6,125 | |
| FEEDING AMERICA | ||||||||
| PO BOX 96749 | WASHINGTON | DC | 200906749 | NONE | PC | GENERAL OPERATING SUPPORT | $7,750 | |
| FLUTTERBY IZZYJANE FOUNDATION | ||||||||
| 10247 S MOOSEHEAD WAY | SOUTH JORDAN | UT | 84009 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| HABITAT FOR HUMANITY | ||||||||
| 322 W LAMAR STREET | AMERICUS | GA | 317093543 | NONE | PC | GENERAL OPERATING SUPPORT | $8,000 | |
| HUMANE SOCIETY OF THE US | ||||||||
| 1255 23RD STREET NW SUITE 450 | WASHINGTON | DC | 20037 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| HUMANE SOCIETY OF UTAH | ||||||||
| 4242 SOUTH 300 WEST | MURRAY | UT | 841071415 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| IDAHO CONSERVATION LEAGUE | ||||||||
| PO BOX 844 | BOISE | ID | 83701 | NONE | PC | GENERAL OPERATING SUPPORT | $9,000 | |
| INDEPENDENT ARTS & MEDIA (KCPW) | ||||||||
| PO BOX 420442 | SAN FRANCISCO | CA | 94142 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| LEAGUE OF WOMEN VOTERS EDUCATION FUND | ||||||||
| 230 W 200 SOUTH SUITE 2114 | SALT LAKE CITY | UT | 84101 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| LEGENDS ON THE LINKS (ROB DEDEAUX FOUNDATION) | ||||||||
| 2880 NW 2ND AVE STE 2 | BOCA RATION | FL | 33431 | NONE | PC | GENERAL OPERATING SUPPORT | $13,500 | |
| MAYO CLINIC | ||||||||
| 200 FIRST ST SW | ROCHESTER | NY | 55902 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| MISSION K9 RESCUE | ||||||||
| PO BOX 395 | NEEDVILLE | TX | 774610395 | NONE | PC | GENERAL OPERATING SUPPORT | $7,500 | |
| MONARCH SCHOOL | ||||||||
| 1625 NEWTON AVE | SAN DIEGO | CA | 92113 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| NATIONAL ABILITY CENTER | ||||||||
| 1000 ABILITY WAY | PARK CITY | UT | 84060 | NONE | PC | GENERAL OPERATING SUPPORT | $5,500 | |
| NATURAL HISTORY MUSEUM OF UTAH | ||||||||
| 301 WAKARA WAY | SALT LAKE CITY | UT | 84108 | NONE | PC | GENERAL OPERATING SUPPORT | $2,900 | |
| NATURAL RESOURCES DEFENSE COUNCIL NRDC ACTION FUND | ||||||||
| PO BOX 1587 | MERRIFIELD | VA | 221169914 | NONE | PC | GENERAL OPERATING SUPPORT | $9,375 | |
| OCEAN CONSERVANCY | ||||||||
| 1300 19TH STREET NW 8TH FLOOR | WASHINGTON | DC | 20036 | NONE | PC | GENERAL OPERATING SUPPORT | $35,000 | |
| PBS UTAH | ||||||||
| 101 WASATCH DRIVE | SALT LAKE CITY | UT | 84112 | NONE | PC | GENERAL OPERATING SUPPORT | $2,750 | |
| PROJECT ACCESS | ||||||||
| 2100 W ORANGEWOOD AVE SUITE 230 | ORANGE | CA | 92868 | NONE | PC | GENERAL OPERATING SUPPORT | $55,000 | |
| RONALD MCDONALD HOUSE OF SLC | ||||||||
| 935 E SOUTH TEMPLE | SLC | UT | 84102 | NONE | PC | GENERAL OPERATING SUPPORT | $6,000 | |
| SHANTI CHILDREN'S FOUNDATION | ||||||||
| 781 BLUESTEM LANE | LOUISVILLE | CO | 80027 | NONE | PC | GENERAL OPERATING SUPPORT | $3,200 | |
| SHARING THE GOOD LIFE FOUNDATION | ||||||||
| ATTN LYN MARQUIS 15170 N HAYDEN RD | SCOTTSDALE | AZ | 85260 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | SUITE 1 |
| ST JUDE CHILDREN'S HOSPITAL | ||||||||
| PO BOX 50 | MEMPHIS | TN | 381019929 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 381059959 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| STAKE CLUB CHARITABLE FOUNDATION | ||||||||
| 5350 N PALO CRISTI RD | PARADISE VALLEY | AZ | 85253 | NONE | PC | GENERAL OPERATING SUPPORT | $11,050 | |
| TGR LIVE (GENESIS INVITATIONAL) | ||||||||
| 15440 LAGUNA CANYON RD STE 230 | IRVINE | CA | 92618 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| THE CONSERVATION FUND | ||||||||
| 1655 N FORT MYER DRIVE SUITE 1300 | ARLINGTON | VA | 22209 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| THE HUMANE SOCIETY OF THE UNITED STATES | ||||||||
| 700 PROFESSIONAL DRIVE ELIJA KU C/O | GAITHERSBURG | MD | 20879 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | DONOR CARE |
| THE LEUKEMIA & LYMPHOMA SOCIETY | ||||||||
| LLS GEORGIA - SOUTH CAROLINA ATTN | NEW YORK | NY | 100872443 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | ATLANTA LIGHT THE NIGHT PO BOX 2244 |
| THE NATURE CONSERVANCY (UTAH OFFICE) | ||||||||
| 559 E SOUTH TEMPLE STREET | SALT LAKE CITY | UT | 84102 | NONE | PC | GENERAL OPERATING SUPPORT | $12,500 | |
| THE NATURE CONSERVANCY | ||||||||
| 4245 NORTH FAIRFAX DR SUITE 100 | ARLINGTON | VA | 22203 | NONE | PC | GENERAL OPERATING SUPPORT | $12,500 | |
| TONY FINAU FOUNDATION | ||||||||
| PO BOX 103 | LEHI | UT | 84043 | NONE | PC | GENERAL OPERATING SUPPORT | $165,000 | |
| UNIVERSITY OF UTAH HEALTH ERDC | ||||||||
| PO BOX 58006 | SALT LAKE CITY | UT | 84158 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| UTAH CLEAN ENERGY | ||||||||
| 1014 SECOND AVE | SALT LAKE CITY | UT | 84103 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| UTAH FOOD BANK | ||||||||
| 3150 SOUTH 900 WEST | SALT LAKE CITY | UT | 84119 | NONE | PC | GENERAL OPERATING SUPPORT | $17,500 | |
| UTAH PET PARTNERS | ||||||||
| 2459 WEST 300 NORTH | PROVO | UT | 84601 | NONE | PC | GENERAL OPERATING SUPPORT | $12,000 | |
| UTAH SPORTS COMMISSION FOUNDATION | ||||||||
| 201 SOUTH MAIN STREET SUITE 2125 | SALT LAKE CITY | UT | 84111 | NONE | PC | GENERAL OPERATING SUPPORT | $18,000 | |
| UTAH SYMPHONY UTAH OPERA | ||||||||
| 123 WEST SOUTH TEMPLE | SALT LAKE CITY | UT | 84101 | NONE | PC | GENERAL OPERATING SUPPORT | $12,500 | |
| VOLUNTEERS OF AMERICA | ||||||||
| 1660 DUKE STREET | ALEXANDRIA | VA | 22314 | NONE | PC | GENERAL OPERATING SUPPORT | $9,375 | |
| WASATCH COMMUNITY GARDENS | ||||||||
| 629 EAST 800 SOUTH | SALT LAKE CITY | UT | 84102 | NONE | PC | GENERAL OPERATING SUPPORT | $8,000 | |
| WHALE & DOLPHIN CONSERVATION | ||||||||
| 7 NELSON STREET | PLYMOUTH | MA | 02360 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| WILDLIFE CONSERVATION NETWORK | ||||||||
| 209 MISSISSIPPI ST | SAN FRANCISCO | CA | 94107 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| WORLD CENTRAL KITCHEN | ||||||||
| 655 NEW YORK AVE NW 6TH FLOOR | WASHINGTON | DC | 20001 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| WORLD WILDLIFE FUND | ||||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20037 | NONE | PC | GENERAL OPERATING SUPPORT | $40,000 | |
| WOUNDED WARRIOR PROJECT | ||||||||
| PO BOX 758541 | TOPEKA | KS | 666758541 | NONE | PC | GENERAL OPERATING SUPPORT | $6,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $865,525 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 532000 | BusinessCd |
| Unrelated Business Taxbl Incm | $5,133 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $25,649 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531310 | BusinessCd |
| Unrelated Business Taxbl Incm | $19,963 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $133,770 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $474,892 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $25,096 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $634,311 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $659,407 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | CHRISTIAN YOUNG | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 91268 | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $300,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $5,145 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,572 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BRIDGE FOUNDERS GROUP VALUE | AT COST | $1,099,252 | $819,495 |
| HISTORIC DAGUERROTYPE | AT COST | $101,000 | $101,000 |
| BRIDGE AMBS FUND | AT COST | $4,740,130 | $4,531,547 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,079 | LegalFeesAmt |
| Net Investment Income | $2,079 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PARTNERSHIP DEDUCTIONS | $4,486 | $4,486 | $0 |
| INTEREST EXPENSE ON K-1 | $763 | $763 | $0 |
| NONDEDUCTIABLE EXPENSES | $17 | $0 | $0 |
| OFFICE SUPPLIES | $716 | $0 | $716 |
| CONSULTANT EXPENSE | $8,368 | $0 | $8,368 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| K-1 INCOME | $133,770 | $133,770 | $133,770 |
| INCOME TAXED ON 990-T | $19,963 | $0 | $19,963 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $87 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT IN BRIDGE TUSCANY COVE LLC | Desc |
| BOY Book Value | $15,690 | BOYBookValueAmt |
| EOY Book Value | $23,254 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE TAXES | $6,770 | $0 | $0 |
| FEDERAL TAXES | $72,822 | $0 | $0 |