NEBEKER FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- NEBEKER FAMILY FOUNDATION (EIN 87-0609294)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202333199349108403
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T16:43:39-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 870303946 | 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 | 870609294 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEBEKER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NEBE | BusinessNameControlTxt |
| Phone | 8016212440 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1750 KERSHAW | AddressLine1Txt |
| City | OGDEN | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84403 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROLYN NEBEKER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8016212440 | PhoneNum |
| Signature | 2023-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CAROLYN | PersonFirstNm |
| Person Last | NEBEKER | 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 | ERIC C JOHNSON CPA | PreparerPersonNm |
| PTIN | P00243603 | PTIN |
| Phone | 8016211575 | PhoneNum |
| Preparation | 2023-11-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $508,149 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $14,487 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,487 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,860 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $180,081 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,860 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $27,347 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $27,347 | 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 | $2,035 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,018 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,017 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,822 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,822 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,835 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,692 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,840 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,017 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $46,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $46,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $62,142 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,840 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $47,467 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$34,795 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $15,507 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Corporate Stock BOY | $585,874 | CorporateStockBOYAmt |
| Corporate Stock EOY | $537,671 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $508,023 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $93 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $126 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $126 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $585,967 | TotalAssetsBOYAmt |
| Total Assets EOY | $537,797 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $508,149 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $28,971 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $15,596 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $28,971 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,596 | 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 | $556,996 | RetainedEarningBOYAmt |
| Retained Earning EOY | $522,201 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $556,996 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $522,201 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $585,967 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $537,797 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $556,996 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$34,795 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $522,201 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $522,201 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| WELLS FARGO | $46,614 | $49,608 | -$2,994 | -$2,994 | |
| WELLS FARGO | $132,778 | $117,613 | $15,165 | $15,165 | |
| CAPITAL GAINS DIVIDENDS | $689 | $689 | $689 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,860 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $216 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $216 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $216 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,440 | 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 | $1,440 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,224 | OverpaymentAmt |
| Applied To ES Tax | $1,224 | 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 | 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 | CAROLYN RICH NEBEKER | IndividualWithBooksNm |
| Phone | 8016212440 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1750 KERSHAW | AddressLine1Txt |
| City | OGDEN | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84403 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| CAROLYN R NEBEKER | ||||||||
| 1750 KERSHAW | OGDEN | UT | 84403 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JONATHAN R NEBEKER | ||||||||
| 1307 3RD AVENUE | SALT LAKE CITY | UT | 84103 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| JASON R NEBEKER | ||||||||
| 1739 CANONERO DRIVE | AUSTIN | TX | 78746 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| MICHAEL R NEBEKER | ||||||||
| 2752 EAST 3025 NORTH | LAYTON | UT | 84040 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| ADAM R NEBEKER | ||||||||
| 2772 EAST 3025 NORTH | LAYTON | UT | 84040 | TRUSTEE | 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 | $561,859 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,906 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $568,765 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $568,765 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,531 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $560,234 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $28,012 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $28,012 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $216 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $216 | TotalTaxAmt |
| Distributable Before Adj | $27,796 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $27,796 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $27,796 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $47,467 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $47,467 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $27,796 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $21,375 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $37,977 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $48,382 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $41,807 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $50,088 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $199,629 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $47,467 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $27,796 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $19,671 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $219,300 | 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 | $21,375 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $197,925 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $37,977 | ExcessFromYear4Amt |
| Excess From Year3 | $48,382 | ExcessFromYear3Amt |
| Excess From Year2 | $41,807 | ExcessFromYear2Amt |
| Excess From Year1 | $50,088 | ExcessFromYear1Amt |
| Excess From Current Year | $19,671 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CAROLYN R NEBEKER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMIA LEAD FUND | |||||||
| 6218 GEORGIA AVENUE NW SUITE 1 | WASHINGTON DC | DC | 20011 | N/A | PC | GENERAL CHARITABLE PURPOSES | $1,000 |
| BEAR LAKE VALLEY HEALTH CARE FOUNDATION | |||||||
| 164 S 5TH ST | MONTPELIER | ID | 83254 | N/A | PC | GENERAL CHARITABLE PURPOSES | $500 |
| BEAR LAKE WATCH | |||||||
| 4544 US HIGHWAY 89 | FISH HAVEN | ID | 83287 | N/A | PC | GENERAL CHARITABLE PURPOSES | $5,500 |
| ECCLES COMMUNITY ART CENTER | |||||||
| 2580 JEFFERSON AVENUE | OGDEN | UT | 84401 | N/A | PC | GENERAL CHARITABLE PURPOSES | $500 |
| ELIZABETH STEWART TREEHOUSE MUSEUM | |||||||
| 347 22ND ST | OGDEN | UT | 84401 | N/A | PC | GENERAL CHARITABLE PURPOSES | $1,000 |
| FAMILY COUNSELING SERVICES | |||||||
| 3518 S WASHINGTON BLVD | OGDEN | UT | 84403 | N/A | PC | GENERAL CHARITABLE PURPOSES | $500 |
| HILLSDALE COLLEGE | |||||||
| 33 E COLLEGE ST | HILLSDALE | MI | 49242 | N/A | PC | GENERAL CHARITABLE PURPOSES | $1,000 |
| HUNTSMAN CANCER FOUNDATION | |||||||
| 500 HUNTSMAN WAY | SALT LAKE CITY | UT | 84108 | N/A | PC | GENERAL CHARITABLE PURPOSES | $2,000 |
| LOVE IN ACTION MISSION | |||||||
| 2121 W 4800 S | ROY | UT | 84067 | N/A | PC | GENERAL CHARITABLE PURPOSES | $8,000 |
| METRO THEATER FDN | |||||||
| 615 W 100 S | SALT LAKE CITY | UT | 84101 | N/A | PC | GENERAL CHARITABLE PURPOSES | $1,000 |
| MIDTOWN HEALTH CARE CENTER | |||||||
| 2253 STATE ST | SALT LAKE CITY | UT | 84115 | N/A | PC | GENERAL CHARITABLE PURPOSES | $500 |
| MOUNTAIN SPRINGS MUSIC INC | |||||||
| 9502 S 1700 E | SANDY | UT | 84047 | N/A | PC | GENERAL CHARITABLE PURPOSES | $1,000 |
| MUSEUM OF ART MOA BYU | |||||||
| CAMPUS DR | PROVO | UT | 84602 | N/A | PC | GENERAL CHARITABLE PURPOSES | $2,500 |
| NATIONAL HISTORY MUESEUM OF ART | |||||||
| 410 CAMPUS CENTER DR | SALT LAKE CITY | UT | 84112 | N/A | PC | GENERAL CHARITABLE PURPOSES | $1,000 |
| OGDEN MUSIC THEATRE | |||||||
| 2415 WASHINGTON BLVD | OGDEN | UT | 84401 | N/A | PC | GENERAL CHARITABLE PURPOSES | $1,000 |
| OGDEN PIANO FESTIVAL | |||||||
| 2415 WASHINGTON BLVD | OGDEN | UT | 84401 | N/A | PC | GENERAL CHARITABLE PURPOSES | $500 |
| OGDEN RESCUE MISSION | |||||||
| 2775 WALL AVE | OGDEN | UT | 84401 | N/A | PC | GENERAL CHARITABLE PURPOSES | $500 |
| OGDEN SCHOOL FOUNDATION | |||||||
| 1950 MONROE BLVD | OGDEN | UT | 84401 | N/A | PC | GENERAL CHARITABLE PURPOSES | $5,000 |
| ONSTAGE OGDEN | |||||||
| 638 26TH ST | OGDEN | UT | 84401 | N/A | PC | GENERAL CHARITABLE PURPOSES | $2,500 |
| SALVATION ARMY | |||||||
| 2615 GRANT AVE | OGDEN | UT | 84401 | N/A | PC | GENERAL CHARITABLE PURPOSES | $200 |
| STORY TELLING FESTIVAL | |||||||
| 3900 GARDEN DRIVE | LEHI | UT | 84043 | N/A | PC | GENERAL CHARITABLE PURPOSES | $500 |
| THE CHURCH OF JESUS CHRIST OF LATTER-DAY SAINTS | |||||||
| 50 E NORTH TEMPLE | SALT LAKE CITY | UT | 84150 | N/A | PC | GENERAL CHARITABLE PURPOSES | $2,000 |
| TRAILS FOUNDATION OF NORTHERN UTAH | |||||||
| 298 24TH ST STE 325 | OGDEN | UT | 84401 | N/A | PC | GENERAL CHARITABLE PURPOSES | $1,000 |
| UNITED WAY | |||||||
| 2955 HARRISON BLVD | OGDEN | UT | 84403 | N/A | PC | GENERAL CHARITABLE PURPOSES | $1,000 |
| UNIVERSITY OF UTAH | |||||||
| 201 PRESIDENTS CIR | SALT LAKE CITY | UT | 84112 | N/A | PC | GENERAL CHARITABLE PURPOSES | $2,500 |
| UTAH FESTIVAL OPERA COMPANY | |||||||
| 59 SOUTH 100 WEST | LOGAN | UT | 84321 | N/A | PC | GENERAL CHARITABLE PURPOSES | $2,500 |
| UTAH FOOD BANK | |||||||
| 3150 S 900 W | SOUTH SALT LAKE | UT | 84119 | N/A | PC | GENERAL CHARITABLE PURPOSES | $500 |
| UTAH SHAKESPEARAN FESTIVAL | |||||||
| 1912 SIDEWINDER DR 207 | PARK CITY | UT | 84060 | N/A | PC | GENERAL CHARITABLE PURPOSES | $500 |
| YCC - YOUR COMMUNITY CONNECTION | |||||||
| 2261 ADAMS AVE | OGDEN | UT | 84401 | N/A | PC | GENERAL CHARITABLE PURPOSES | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $46,450 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,487 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $12,860 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $27,347 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $27,347 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,035 | Amt |
| Net Investment Income | $1,018 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,017 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (88 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AERCAP HOLDINGS | $3,022 | $2,974 |
| AIRBNB INC | $751 | $684 |
| AIRBUS SE | $1,102 | $1,068 |
| ALLISON TRANSMISSION HOLDINGS | $1,518 | $1,581 |
| ALLSPRING CORE BOND FUND | $26,049 | $21,623 |
| ALPHABET INC | $4,055 | $3,794 |
| AMAZON | $9,062 | $4,704 |
| AMERICAN CENTURY FDS SMALL CAP CALUE | $40,165 | $32,156 |
| AMERICAN TOWER CORP | $1,588 | $1,483 |
| AMPHENOL CORP | $1,181 | $1,751 |
| ANALOG DEVICES | $1,383 | $1,640 |
| ANHEUSER BUSCH | $3,842 | $4,143 |
| APPLE INC | $2,353 | $4,937 |
| APTARGROUP INC | $2,336 | $1,760 |
| ARMSTRONG WORLD | $2,402 | $1,989 |
| BALL CORP | $2,224 | $1,432 |
| BELLRING DISTRIBUTION | $887 | $923 |
| BLACK KNIGHT | $1,603 | $1,667 |
| BROADCOM INC | $277 | $559 |
| BROWN-FORMAN CORP | $1,504 | $1,445 |
| CARGURUS INC | $351 | $182 |
| CARMAX | $2,943 | $1,461 |
| CARRIER GLOBAL CORP | $137 | $165 |
| CHENIERE ENERGY INC | $905 | $2,849 |
| CHURCHILL DOWNS INC | $2,064 | $1,903 |
| CINCINNATI FINCL CORP | $824 | $1,229 |
| COMCAST CORP | $644 | $560 |
| COPART INC | $1,775 | $3,166 |
| CROWN CASTLE INTERNATIONAL | $667 | $543 |
| DANAHER CORP | $572 | $1,062 |
| DISNEY | $1,027 | $608 |
| DOLLAR TREE STORES | $1,829 | $2,829 |
| EBAY INC | $1,082 | $1,078 |
| ENTEGRIS INC | $2,472 | $2,230 |
| GENL DYNAMICS | $559 | $992 |
| GOLDMAN SACHS COMMODITY STRATEGY FUND | $11,551 | $9,918 |
| GOLDMAN SACHS ETF TR | $30,364 | $30,528 |
| GOLDMAN SACHS GROUP | $1,297 | $2,060 |
| HASBRO INC | $2,486 | $1,891 |
| INTUIT INC | $1,297 | $1,168 |
| INVESCO DEVELOPING MARKETS | $62,747 | $51,280 |
| ISHARES CORE MSCI | $28,116 | $25,638 |
| ISHARES CORE S&P 500 | $68,746 | $76,077 |
| ISHARES INC CORE MSCI | $26,410 | $27,122 |
| ISHARES RUSSELL 2000 | $37,414 | $30,862 |
| JPMORGAN CHASE | $1,932 | $2,280 |
| KKR & CO INC | $3,089 | $2,646 |
| KLA CORP | $863 | $1,508 |
| LAMB WESTON HOLDINGS | $2,686 | $3,664 |
| LENNAR CORPORATION | $2,011 | $2,896 |
| LENNOX INTERNATIONAL | $2,150 | $2,392 |
| LIBERTY MEDIA | $1,058 | $2,272 |
| LOCKHEED MARTIN CORP | $1,113 | $1,459 |
| LYONDELLBASELL | $568 | $581 |
| M&T BANK CORP | $1,730 | $2,031 |
| MICROSOFT CORP | $2,122 | $2,158 |
| MODERNA INC | $1,741 | $1,437 |
| MOELIS & CO | $1,575 | $1,727 |
| MORGAN STANLEY | $2,105 | $2,891 |
| NEWMARKET CORP | $2,086 | $1,556 |
| OLD DOMINION FREIGHT | $1,417 | $2,270 |
| ORACLE CORP | $703 | $736 |
| OTIS WORLDWIDE CORP | $2,236 | $2,663 |
| PAYPAL HOLDINGS INC | $894 | $570 |
| PERRIGO CO | $1,958 | $1,227 |
| PIMCO COMMODITY REAL RETURN | $17,125 | $12,666 |
| PIMCO FDS PAC INVT | $13,543 | $10,562 |
| POLARIS INC | $933 | $1,010 |
| POOL CORP | $1,858 | $1,814 |
| POST HOLDINGS | $1,819 | $2,437 |
| RAYTHEON TECHNOLOGIES | $312 | $404 |
| SALESFORCE INC | $3,368 | $2,387 |
| SKYWORKS SOLUTIONS | $3,220 | $2,461 |
| STATE STR CORP | $612 | $698 |
| STERIS PLC | $1,843 | $2,032 |
| STORE CAPITAL CORP | $1,310 | $1,731 |
| SYNCHRONY FINANCIAL | $645 | $591 |
| T ROWE PRICE INTL | $48,831 | $47,163 |
| TAIWAN SEMICONDUCTOR | $824 | $670 |
| TEXAS INSTRUMENTS INC | $913 | $826 |
| THERMO FISHER SCIENTIFIC | $513 | $551 |
| UNIFIRST CORP | $2,382 | $2,123 |
| UNION PACIFIC | $1,286 | $1,449 |
| VISA | $463 | $831 |
| VULCAN MATERIALS COMPANY | $2,013 | $2,977 |
| WALMART INC | $758 | $709 |
| WELLS FARGO | $517 | $743 |
| WORKDAY INC | $2,963 | $2,510 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | DIVIDENDS RECEIVABLE | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $126 | BookValueAmt |
| EOYFMV | $126 | EOYFMVAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHECKS-IN-EXCESS | Desc |
| BOY Book Value | $28,971 | BOYBookValueAmt |
| EOY Book Value | $15,596 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKER FEES | CategoryTxt |
| Amt | $10,822 | Amt |
| Net Investment Income | $10,822 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $2,369 | $0 | $0 |
| FOREIGN TAXES | $466 | $0 | $0 |
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