BGDG FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BGDG FOUNDATION (EIN 47-2555595)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202333199349109048
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T19:35:12-08:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 455533242 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Anderson Bradshaw PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5296 S Commerce Dr Ste 300 | AddressLine1Txt |
| City | Salt Lake City | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 472555595 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BGDG Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BGDG | BusinessNameControlTxt |
| Phone | 8019305309 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4766 S Holladay Blvd | AddressLine1Txt |
| City | Salt Lake City | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84117 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kenneth Woolley | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Kenneth | PersonFirstNm |
| Person Last | Woolley | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | J Russ Bradshaw | PreparerPersonNm |
| PTIN | P00579222 | PTIN |
| Phone | 8012814700 | PhoneNum |
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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $3,028,848 | 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 | $4,040,222 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $85,352 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $85,352 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $85,352 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $36,309 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $36,309 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $36,309 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | -$36,309 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $2,045,532 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,102,837 | GrossSalesPriceAmt |
| Total Rev And Expnss | $6,134,797 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $49,043 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $49,043 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $31,404 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $31,404 | LegalFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $42,312 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $42,312 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $73,716 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $73,716 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,148,753 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,148,753 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,222,469 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $73,716 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,148,753 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,912,328 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $49,043 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $54,468 | CashBOYAmt |
| Cash EOY | $293,980 | CashEOYAmt |
| Cash EOYFMV | $293,980 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $9,000 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $9,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $9,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $9,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $445,664 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,793,140 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,725,868 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $639,044 | OtherInvestmentsBOYAmt |
| Other Investments EOY | -$35,616 | OtherInvestmentsEOYAmt |
| Total Assets BOY | $1,148,176 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,060,504 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,028,848 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,148,176 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,060,504 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,148,176 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,060,504 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,148,176 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,060,504 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,148,176 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,912,328 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,060,504 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,060,504 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| WF ST Covered | P | 2021-12-28 | 2022-02-17 | $896,416 | $979,006 | -$82,590 | -$82,590 |
| WF LT Covered | P | 2020-06-04 | 2022-05-18 | $192,980 | $202,156 | -$9,176 | -$9,176 |
| 392 Enterprise Products Partners | P | 2022-03-22 | 2022-11-09 | $9,625 | $10,124 | -$499 | -$499 |
| 230 Goldman Sachs Finl square govt fd classI | P | 2022-06-08 | 2022-11-09 | $230,000 | $230,000 | ||
| 137 PNC Financial VAR PFD PERP-SER P-CALL | P | 2022-03-22 | 2022-11-01 | $3,425 | $3,449 | -$24 | -$24 |
| 63 Telephone & Data | P | 2021-06-24 | 2022-02-17 | $1,549 | $1,783 | -$234 | -$234 |
| 813.03207 Brookfield Infrastructure Partners | P | 2022-03-22 | 2022-12-13 | $28,468 | $34,375 | -$5,907 | -$5,907 |
| 138 Enterprise Products Partners | P | 2018-04-03 | 2022-11-09 | $3,388 | $3,416 | -$28 | -$28 |
| 63 Keycorp New 5.625%PFD NonCum Ser G Perp | P | 2019-10-24 | 2022-02-17 | $1,623 | $1,704 | -$81 | -$81 |
| 100 PNC Financial VAR PFD PERP-SER P-CALL | P | 2021-01-14 | 2022-11-01 | $2,500 | $2,680 | -$180 | -$180 |
| 55.46793 Brookfield Infrastructure Partners | P | 2018-04-03 | 2022-12-13 | $1,942 | $1,352 | $590 | $590 |
| .867 Woodside Energy ADR Group LTD | P | 2022-06-02 | 2022-06-02 | $20 | $20 | $20 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$98,109 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$89,234 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kenneth Woolley | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8012814700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5296 S Commerce Drive Ste 300 | AddressLine1Txt |
| City | Salt Lake City | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kenneth Woolley | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3115 Lion Lany 300 | AddressLine1Txt |
| City | Salt Lake City | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84121 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | President | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,992,114 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $922,009 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,914,123 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,914,123 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $43,712 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,870,411 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $143,521 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $143,521 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $143,521 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $143,521 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $143,521 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,148,753 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $4,148,753 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $143,521 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $13,149 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $18,500 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $32,920 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $79,688 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $144,257 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,148,753 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $143,521 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,005,232 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,149,489 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $13,149 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,136,340 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $18,500 | ExcessFromYear4Amt |
| Excess From Year3 | $32,920 | ExcessFromYear3Amt |
| Excess From Year1 | $79,688 | ExcessFromYear1Amt |
| Excess From Current Year | $4,005,232 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Kenneth Woolley | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Leukemia Lymphoma Society | |||||||
| 5296 S Commerce Dr Suite 101 | Murray | UT | 84107 | N/A | EOF | Charitable Contribution | $5,250 |
| UNICEF USA | |||||||
| 125 Maiden Ln | New York | NY | 10038 | N/A | EOF | Charitable Contribution | $10,453 |
| Utah Food Bank | |||||||
| 3150 S 900 W | Salt Lake City | UT | 84119 | None | EOF | Provide food for families in need in Utah. | $2,500 |
| Intermountain Healthcare Foundation | |||||||
| 36 S State St | SLC | UT | 84111 | N/A | EOF | Charitable donation | $75,000 |
| Bright Focus Foundation | |||||||
| 22512 Gateway Center Drive | Clarksburg | MD | 20871 | N/A | EOF | Charitable donation | $5,000 |
| Futures Without Violence | |||||||
| 100 Montgomery Street The Presidio | San Francisco | CA | 94129 | N/A | EOF | Charitable donation | $5,000 |
| Giving Children Hope | |||||||
| 8332 Commonwealth Ave | Buena Park | CA | 90621 | N/A | EOF | Charitable donation | $10,000 |
| IHHELPP | |||||||
| 2553 N 1000 E | Provo | UT | 84604 | N/A | EOF | Charitable donation | $10,000 |
| International Rescue Committee | |||||||
| 122 East 42nd Street | New York | NY | 10168 | N/A | EOF | Charitable donation | $5,000 |
| Little Brothers Friends of the Elde | |||||||
| 909 Hyde Street Ste 628 | San Francisco | CA | 94109 | N/A | EOF | Charitable donation | $3,500 |
| The Ocean Cleanup | |||||||
| 228 East 45th Street Suite 9E | New York | NY | 10017 | N/A | EOF | Charitable donation | $1,500 |
| Ocean Conservancy | |||||||
| 1300 19th Street NW 8th Floor | Washington | DC | 20036 | N/A | EOF | Charitable donation | $500 |
| The Innocence Project | |||||||
| 40 Worth Street Suite 701 | New York | NY | 10013 | N/A | EOF | Charitable Donation | $2,000 |
| Welcome NST | |||||||
| 225 Cedar Hill Street Suite 200 | Marlborough | MA | 01752 | N/A | EOF | Charitable Donation | $1,050 |
| The Church of Jesus Christ of Latte | |||||||
| 50 E North Temple St Fl 15 | Salt Lake City | UT | 84150 | N/A | EOF | Charitable donation | $4,012,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,148,753 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $85,352 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$36,309 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $25,170 | ExclusionAmt |
| Related Or Exempt Function Incm | $2,020,362 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Exempt Income | Desc |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $110,522 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,984,053 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,094,575 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Ken Woolley | ||||||
| 1 | 3115 Lion Lane 300 | Salt Lake City | UT | 84121 | $2,020,111 | Yes (X) |
| Joy Woolley | ||||||
| 2 | 3115 Lion Lane 300 | Salt Lake City | UT | 84121 | $2,020,111 | Yes (X) |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Advisory Fees | $31,279 | $31,279 | $0 | $0 |
| Legal Fees | $125 | $125 | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Foreign Taxes Withheld | $977 | $977 |
| K-1 nondeductible expenses | $40,830 | $40,830 |
| Taxes & penalties | $505 | $505 |
Comments