THOM AND GAIL WILLIAMSEN FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THOM AND GAIL WILLIAMSEN FAMILY FOUNDATION (EIN 47-1903071)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202333189349105288
- 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
- Distribution From Corpus Election
- General Explanation Attachment
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T16:44:55-06:00 | 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 | 471903071 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOM & GAIL WILLIAMSEN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THOM | BusinessNameControlTxt |
| Phone | 8015801891 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 154 E MYRTLE AVE STE 303 | AddressLine1Txt |
| City | MURRAY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84107 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES ANDERSON | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8014619705 | PhoneNum |
| Signature | 2023-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHARLES | PersonFirstNm |
| Person Last | ANDERSON | 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 | 2023-11-14 | 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 | $18,610 | 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 | $1,095,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $198 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $198 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,095,198 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $198 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $220,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $220,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,530 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,530 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,790 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $448 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,342 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $24,318 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $25,223 | OtherProfFeesDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $673 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $673 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,545 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,545 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $257,356 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $448 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $257,813 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $845,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $845,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,102,356 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $448 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,102,813 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,158 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $26,673 | CashBOYAmt |
| Cash EOY | $18,610 | CashEOYAmt |
| Cash EOYFMV | $18,610 | CashEOYFMVAmt |
| Total Assets BOY | $26,673 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,610 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,610 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $7,366 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $6,461 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $7,366 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,461 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $19,307 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $12,149 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $19,307 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,149 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,673 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,610 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $19,307 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,158 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $12,149 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,149 | 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 | 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 | CHARLES ANDERSON | IndividualWithBooksNm |
| Phone | 8014619705 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6900 S 900 E STE 230 | AddressLine1Txt |
| City | MIDVALE | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84107 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (11 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 |
|---|---|---|---|---|---|---|---|---|
| THOMAS E WILLIAMSEN | ||||||||
| 154 E MYRTLE AVE STE 303 | MURRAY | UT | 84107 | DIRECTOR/PRESIDENT | 1.00 | $7,000 | $0 | $0 |
| GAIL S WILLIAMSEN | ||||||||
| 154 E MYRTLE AVE STE 303 | MURRAY | UT | 84107 | DIRECTOR | 1.00 | $6,000 | $0 | $0 |
| NATALIE WILLIAMSEN | ||||||||
| 154 E MYRTLE AVE STE 303 | MURRAY | UT | 84107 | DIRECTOR | 1.00 | $19,500 | $0 | $0 |
| BRIANNA SONKENS | ||||||||
| 154 E MYRTLE AVE STE 303 | MURRAY | UT | 84107 | DIRECTOR | 1.00 | $22,000 | $0 | $0 |
| VANESSA WILLIAMSEN | ||||||||
| 154 E MYRTLE AVE STE 303 | MURRAY | UT | 84107 | DIRECTOR/SECRETARY/TREASURER | 1.00 | $36,000 | $0 | $0 |
| MADELINE R WILLIAMSEN | ||||||||
| 154 E MYRTLE AVE STE 303 | MURRAY | UT | 84107 | DIRECTOR | 1.00 | $22,000 | $0 | $0 |
| EMMA WILLIAMSEN | ||||||||
| 154 E MYRTLE AVE STE 303 | MURRAY | UT | 84107 | DIRECTOR | 1.00 | $21,000 | $0 | $0 |
| BROOKE WILLIAMSEN | ||||||||
| 154 E MYRTLE AVE STE 303 | MURRAY | UT | 84107 | DIRECTOR | 1.00 | $21,000 | $0 | $0 |
| STEPHEN SONKENS | ||||||||
| 154 E MYRTLE AVE STE 303 | MURRAY | UT | 84107 | DIRECTOR | 1.00 | $22,000 | $0 | $0 |
| JARED HOPKINS | ||||||||
| 154 E MYRTLE AVE STE 303 | MURRAY | UT | 84107 | DIRECTOR | 1.00 | $22,000 | $0 | $0 |
| TRAVIS WILLIAMSEN | ||||||||
| 154 E MYRTLE AVE STE 303 | MURRAY | UT | 84107 | DIRECTOR | 1.00 | $22,000 | $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 | $104,106 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $104,106 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $104,106 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,562 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $102,544 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,127 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,127 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $5,127 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,127 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,127 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,102,813 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,102,813 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,127 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $158,129 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $158,129 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,102,813 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $1,095,000 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,127 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,686 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,255,815 | 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 | $1,095,000 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $160,815 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $158,129 | ExcessFromYear2Amt |
| Excess From Current Year | $2,686 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | VANESSA WILLIAMSEN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 154 S MRYTLE AVE STE 303 | AddressLine1Txt |
| City | MURRAY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8013642602 | RecipientPhoneNum |
| Form And Info And Materials | BY WRITTEN REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (73 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CONTINUE MISSION | |||||||
| 1002 W 900 S | WOODS CROSS | UT | 84087 | NONE | PC | GENERAL CHARITABLE PURPOSE | $640 |
| HEAL UTAH | |||||||
| 824 S 400 S SUITE B111 | SALT LAKE CITY | UT | 84104 | NONE | PC | GENERAL CHARITABLE PURPOSE | $1,000 |
| AMERICAN HERITAGE | |||||||
| 736 N 1100 E | AMERICAN FORK | UT | 84003 | NONE | PC | GENERAL CHARITABLE PURPOSE | $1,000 |
| BYU INTL CENTER FOR LAW & RELIGION | |||||||
| 1450 N UNIVERSITY AVE | PROVO | UT | 84604 | NONE | PC | GENERAL CHARITABLE PURPOSE | $1,000 |
| UOFU - NURSING | |||||||
| 332 S 1400 E 160 | SALT LAKE CITY | UT | 84111 | NONE | PC | GENERAL CHARITABLE PURPOSE | $1,000 |
| ASSISTANCE LEAGUE OF SOUTHERN UTAH | |||||||
| PO BOX 910728 | ST GEORGE | UT | 84791 | NONE | PC | GENERAL CHARITABLE PURPOSE | $1,000 |
| WASTELESS SOLUTIONS | |||||||
| 999 E MURRAY HOLLADAY RD SUITE 202 | SALT LAKE CITY | UT | 84117 | NONE | PC | GENERAL CHARITABLE PURPOSE | $1,000 |
| YOURPATH FOR ADULT LEARNERS | |||||||
| 701 CATHEDRAL RD SUITE 45-203 | PHILADELPHIA | PA | 19128 | NONE | PC | GENERAL CHARITABLE PURPOSE | $1,000 |
| YOUTH FUTURES | |||||||
| 2760 S ADAMS AVE | OGDEN | UT | 84403 | NONE | PC | GENERAL CHARITABLE PURPOSE | $1,000 |
| ALLIANCE HOUSE | |||||||
| 1724 S MAIN STREET | SALT LAKE CITY | UT | 84115 | NONE | PC | GENERAL CHARITABLE PURPOSE | $1,200 |
| LEADERSHIP INSTITUTE | |||||||
| 1101 HIGHLAND STREET | ARLINGTON | VA | 22201 | NONE | PC | GENERAL CHARITABLE PURPOSE | $2,000 |
| FAMILY PROMISE OF OGDEN | |||||||
| 256 24TH STREET | OGDEN | UT | 84115 | NONE | PC | GENERAL CHARITABLE PURPOSE | $2,000 |
| OGDEN VALLEY ADAPTIVE SPORTS | |||||||
| 2955 HARRISON SUITE 104D | OGDEN | UT | 84403 | NONE | PC | GENERAL CHARITABLE PURPOSE | $2,000 |
| TURNING POINT USA | |||||||
| 4940 E BEVERLY ROAD | PHOENIX | AZ | 85044 | NONE | PC | GENERAL CHARITABLE PURPOSE | $2,000 |
| HUMANE SOCIETY | |||||||
| 4242 S 300 W | MURRY | UT | 84107 | NONE | PC | GENERAL CHARITABLE PURPOSE | $2,000 |
| LEAGUE OF UTAH WRITERS | |||||||
| 1042 EAST FORT UNION BLVD 443 | MIDVALE | UT | 84047 | NONE | PC | GENERAL CHARITABLE PURPOSE | $2,500 |
| GREAT BASIN NATIONAL PARK FOUNDATION | |||||||
| 100 GREAT BASIN NATIONAL PARK | BAKER | NV | 89311 | NONE | PC | GENERAL CHARITABLE PURPOSE | $2,500 |
| MADISON HOUSE AUTISM FOUNDATION | |||||||
| 611 ROCKVILLE PIKE SUITE 150 | ROCKVILLE | MD | 20852 | NONE | PC | GENERAL CHARITABLE PURPOSE | $4,000 |
| THE OUT FOUNDATION | |||||||
| 780 W 1340 S | PROVO | UT | 84601 | NONE | PC | GENERAL CHARITABLE PURPOSE | $4,000 |
| UTAH PRIDE CENTER | |||||||
| 1380 S MAIN | SALT LAKE CITY | UT | 84115 | NONE | PC | GENERAL CHARITABLE PURPOSE | $4,000 |
| ZAHRA CHARITY | |||||||
| PO BOX 1594 | SALT LAKE CITY | UT | 84110 | NONE | PC | GENERAL CHARITABLE PURPOSE | $4,000 |
| FIRST STEP HOUSE | |||||||
| 440 S 500 E | SALT LAKE CITY | UT | 84102 | NONE | PC | GENERAL CHARITABLE PURPOSE | $4,000 |
| CLAREMONT INSTITUTE | |||||||
| 1317 W FOOTHILL BLVD 120 | UPLAND | CA | 91786 | NONE | PC | GENERAL CHARITABLE PURPOSE | $4,500 |
| PARENT PROJECT FOR MUSCULAR DYSTROPHY | |||||||
| 1012 14TH S NW SUITE 500 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL CHARITABLE PURPOSE | $5,000 |
| LIAHONA ACADEMY | |||||||
| 2464 W 450 S | PLEASANT GROVE | UT | 84062 | NONE | PC | GENERAL CHARITABLE PURPOSE | $5,000 |
| BLUE KNIGHTS SOCCER CLUB | |||||||
| 9902 S COUNTRYWOOD DR | SANDY | UT | 84092 | NONE | PC | GENERAL CHARITABLE PURPOSE | $5,000 |
| CAMP MAGICAL MOMENTS CANCER CAMP | |||||||
| 190 S MILTON AVE | SHELLEY | ID | 83274 | NONE | PC | GENERAL CHARITABLE PURPOSE | $5,000 |
| TENNIS & TUTORING | |||||||
| 951 E BERNAY CIRCLE | SANDY | UT | 84094 | NONE | PC | GENERAL CHARITABLE PURPOSE | $5,000 |
| SANPETE FOOD PANTRY | |||||||
| 1080 BLACKHAWK BLVD | MT PLEASANT | UT | 84647 | NONE | PC | GENERAL CHARITABLE PURPOSE | $5,000 |
| CHILDREN'S CENTER UTAH | |||||||
| 350 SOUTH 400 EAST | SALT LAKE CITY | UT | 84111 | NONE | PC | GENERAL CHARITABLE PURPOSE | $5,000 |
| MOBILE SURGERY INTERNATIONAL | |||||||
| 3803 LITTLE COTTONWOOD LANE | SANDY | UT | 84092 | NONE | PC | GENERAL CHARITABLE PURPOSE | $5,000 |
| ASPEN MAGDALENE HOUSE | |||||||
| PO BOX 522006 | SALT LAKE CITY | UT | 84152 | NONE | PC | GENERAL CHARITABLE PURPOSE | $5,000 |
| CARRY ON FOUNDATION | |||||||
| 125 W 500 S | PROVO | UT | 84601 | NONE | PC | GENERAL CHARITABLE PURPOSE | $5,500 |
| MENTAL HEALTHY UTAH (CREATE REEL CHANGE) | |||||||
| 49 W CRYSTAL AVE | SALT LAKE CITY | UT | 84115 | NONE | PC | GENERAL CHARITABLE PURPOSE | $6,500 |
| LITERACY PROJECT | |||||||
| 6792 WOODS ROSE DR | PARK CITY | UT | 84098 | NONE | PC | GENERAL CHARITABLE PURPOSE | $8,000 |
| MOWAT WILSON SYNDROME FOUNDATION | |||||||
| 703 WESTWOOD TRACE | WOODLAND PARK | CO | 80863 | NONE | PC | GENERAL CHARITABLE PURPOSE | $9,000 |
| BUILDING YOUTH AROUND THE WORLD | |||||||
| 7678 SOUTH 5040 WEST | WEST JORDAN | UT | 84081 | NONE | PC | GENERAL CHARITABLE PURPOSE | $9,100 |
| ADOPT-A-NATIVE-ELDER | |||||||
| 328 GREGSON AVE S | SALT LAKE CITY | UT | 84115 | NONE | PC | GENERAL CHARITABLE PURPOSE | $9,840 |
| HILLSDALE COLLEGE | |||||||
| 33 E COLLEGE ST | HILLSDALE | MI | 49242 | NONE | PC | GENERAL CHARITABLE PURPOSE | $10,000 |
| BYU KENNEDY CENTER FOR INTL STUDIES | |||||||
| 1450 N UNIVERSITY AVE | PROVO | UT | 84604 | NONE | PC | GENERAL CHARITABLE PURPOSE | $10,000 |
| NEIGHBORWORKS SALT LAKE | |||||||
| 622 N 500 W | SALT LAKE CITY | UT | 84116 | NONE | PC | GENERAL CHARITABLE PURPOSE | $10,000 |
| GOOD DEED REVOLUTION | |||||||
| 47 S ORANGE STREET BLDG A STE 1 | SALT LAKE CITY | UT | 84116 | NONE | PC | GENERAL CHARITABLE PURPOSE | $10,000 |
| GRANITE EDUCATION FOUNDATION | |||||||
| 2500 SOUTH STATE STREET SUITE D-108 | SALT LAKE CITY | UT | 84115 | NONE | PC | GENERAL CHARITABLE PURPOSE | $10,000 |
| GUADALUPE SCHOOL | |||||||
| 1385 N 1200 W | SALT LAKE CITY | UT | 84116 | NONE | PC | GENERAL CHARITABLE PURPOSE | $10,000 |
| HOPELAND | |||||||
| 16 W 22ND ST 10TH FLOOR | NEW YORK | NY | 10010 | NONE | PC | GENERAL CHARITABLE PURPOSE | $11,000 |
| WATTS OF LOVE | |||||||
| 900 WARREN AVE SUITE 3 | DOWNERS GROVE | IL | 60515 | NONE | PC | CHILD MARRIAGE, FISH TRADE | $11,600 |
| EMPOWER MALI | |||||||
| 10412N OAK CIRCLE | HIGHLAND | UT | 84003 | NONE | PC | GENERAL CHARITABLE PURPOSE | $11,700 |
| OGDEN CONTEMPORARY ARTS | |||||||
| 455 25TH STREET | OGDEN | UT | 84401 | NONE | PC | GENERAL CHARITABLE PURPOSE | $11,700 |
| CHRISTMAS BOX INTERNATIONAL | |||||||
| 3660 S WEST TEMPLE | SALT LAKE CITY | UT | 84115 | NONE | PC | GENERAL CHARITABLE PURPOSE | $12,000 |
| WORLD CENTRAL KITCHEN | |||||||
| 200 MASSACHUSETTS AVE NW 7TH FLOOR | WASHINGTON | DC | 20001 | NONE | PC | GENERAL CHARITABLE PURPOSE | $12,000 |
| A CENTER FOR GRIEVING CHILDREN (FAMILY SUMMIT FOUNDATION) | |||||||
| 1716 EAST 5600 SOUTH | OGDEN | UT | 84403 | NONE | PC | GENERAL CHARITABLE PURPOSE | $12,600 |
| JOURNEY OF HOPE UTAH | |||||||
| 8160 SO HIGHLAND DRIVE A-3 | SANDY | UT | 84093 | NONE | PC | GENERAL CHARITABLE PURPOSE | $12,700 |
| RON MCBRIDE FOUNDATION | |||||||
| PO BOX 71381 | SALT LAKE CITY | UT | 84121 | NONE | PC | GENERAL CHARITABLE PURPOSE | $14,000 |
| HOLY CROSS MINISTRIES | |||||||
| 860 E 4500 S 204 | SALT LAKE CITY | UT | 84107 | NONE | PC | GENERAL CHARITABLE PURPOSE | $14,000 |
| YCC FAMILY CRISIS CENTER | |||||||
| 2261 ADAMS AVE | OGDEN | UT | 84401 | NONE | PC | GENERAL CHARITABLE PURPOSE | $14,000 |
| LIVE YOUR DREAM | |||||||
| 3651 N 100 E SUITE 275 | PROVO | UT | 84604 | NONE | PC | GENERAL CHARITABLE PURPOSE | $14,840 |
| AMERICAN RED CROSS IN UTAH | |||||||
| 6616 SOUTH 900 EAST | SALT LAKE CITY | UT | 84121 | NONE | PC | GENERAL CHARITABLE PURPOSE | $15,000 |
| HERITAGE FOUNDATION | |||||||
| 214 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20002 | NONE | PC | GENERAL CHARITABLE PURPOSE | $15,000 |
| WORK ACTIVITY CENTER | |||||||
| 1275 WEST 2320 SOUTH | SALT LAKE CITY | UT | 84119 | NONE | PC | GENERAL CHARITABLE PURPOSE | $15,000 |
| PREGNANCY RESOURCE CENTER | |||||||
| 644 SOUTH 900 EAST | SALT LAKE CITY | UT | 84102 | NONE | PC | GENERAL CHARITABLE PURPOSE | $15,000 |
| KIDS ON THE MOVE | |||||||
| 475 WEST 260 NORTH | OREM | UT | 84057 | NONE | PC | GENERAL CHARITABLE PURPOSE | $15,700 |
| INTERNATIONAL RESCUE COMMITTEE INC | |||||||
| 221 SOUTH 400 WEST | SALT LAKE CITY | UT | 84110 | NONE | PC | GENERAL CHARITABLE PURPOSE | $16,000 |
| OHANA BEGINNINGS | |||||||
| 129 E 13800 SUITE B-2-165 | DRAPER | UT | 84020 | NONE | PC | GENERAL CHARITABLE PURPOSE | $16,700 |
| FOR THE KIDS ORG | |||||||
| 825 N 300 W SUITE C-139 | SALT LAKE CITY | UT | 84103 | NONE | PC | GENERAL CHARITABLE PURPOSE | $19,000 |
| SALT LAKE CHILDRENS CHOIR | |||||||
| PO BOX 527 | MIDVALE | UT | 84047 | NONE | PC | GENERAL CHARITABLE PURPOSE | $20,000 |
| UTAH FOOD BANK | |||||||
| 3150 S 900 WEST | SALT LAKE CITY | UT | 84119 | NONE | PC | GENERAL CHARITABLE PURPOSE | $21,480 |
| BRIGHTON HIGH SCHOOL | |||||||
| 2220 E BENGAL BLVD | COTTONWOOD HEIGHTS | UT | 84121 | NONE | PC | GENERAL CHARITABLE PURPOSE | $22,000 |
| OPERATION SMILE INC | |||||||
| 3641 FACULTY BLVD | VIRGINIA BEACH | VA | 23453 | NONE | PC | GENERAL CHARITABLE PURPOSE | $24,000 |
| SUZY SENIOR COMPANIONSHIP SERVICES | |||||||
| 1052 E 3250 N | LAYTON | UT | 84040 | NONE | PC | GENERAL CHARITABLE PURPOSE | $25,000 |
| LDS CHURCH HUMANITARIAN | |||||||
| 1450 N UNIVERSITY AVE | PROVO | UT | 84604 | NONE | PC | GENERAL CHARITABLE PURPOSE | $40,000 |
| HOLDING OUT HELP | |||||||
| 748 E PIONEER RD | DRAPER | UT | 84020 | NONE | PC | GENERAL CHARITABLE PURPOSE | $41,700 |
| ANASAZI FOUNDATION INC | |||||||
| 1424 S STAPLEY DRIVE | MESA | AZ | 85204 | NONE | PC | GENERAL CHARITABLE PURPOSE | $75,000 |
| UOU - COLLEGE OF EDUCATION | |||||||
| 332 S 1400 E 160 | SALT LAKE CITY | UT | 84111 | NONE | PC | GENERAL CHARITABLE PURPOSE | $94,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $845,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $198 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $198 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $198 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SORENSON LEGACY FOUNDATION | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6900 SOUTH 900 EAST 230 | AddressLine1Txt |
| City | MIDVALE | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84047 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,095,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $1,790 | Amt |
| Net Investment Income | $448 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,342 | DisbursementsCharitablePrpsAmt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURUANT TO TREASURY REGULATION SECTION 53.4942(A)-3(D) (2), THE THOM & GAIL WILLIAMSEN FAMILY FOUNDATION HERBY ELECTS TO TREAT $1,095,000 AS A CURRENT DISTRIBUTION OUT OF CORPUS. | ElectionDesc |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990-PF, PART XIII, LINE 7: | FormAndLineReferenceDesc |
| Medium Explanation | TREASURY REGULATION SECTION 53.4942(A)-3(C)(2)(IV) ELECTION TO TREAT UNUSED PRIOR YEAR CORPUS DISTRIBUTIONS AS CURRENT YEAR DISTRIBUTIONS:PURSUANT TO TREASURY REGULATION SECTION 53.4942(A)-3(C)(2)(IV), THE THOM & GAIL WILLIAMSEN FOUNDATION HEREBY ELECTS TO TREAT AS A CURRENT DISTRIBUTION OUT OF CORPUS THE FOLLOWING UNUSED PRIOR YEAR TAX YEAR(S)' DISTRIBUTIONS THAT WERE TREATED AS CORPUS DISTRIBUTIONS UNDER TREASURY REGULATION 53.4942(A)-3(D)(1)(III) IN SUCH PRIOR TAXABLE YEARS:TAX YEAR: CORPUS 2021AMOUNT: $1,000,000 | MediumExplanationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $5,530 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,530 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $96 | $0 | $96 |
| MEALS | $688 | $0 | $688 |
| ANNUAL FILING FEES | $10 | $0 | $10 |
| INSURANCE | $2,626 | $0 | $2,626 |
| SUPPLIES | $642 | $0 | $642 |
| TECHNOLOGY | $207 | $0 | $207 |
| POSTAGE | $276 | $0 | $276 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $24,318 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $25,223 | DisbursementsCharitablePrpsAmt |
Comments