JNF FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JNF FOUNDATION (EIN 26-0523149)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-13
- IRS object ID
- 202531339349103743
- Schema version
- 2024v5.1
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-13T03:48:33-00:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271958131 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hale & Wood PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4766 S Holladay Blvd | AddressLine1Txt |
| City | Holladay | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 260523149 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JNF FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Cameron Bennee | InCareOfNm |
| Business Name Control | JNFF | BusinessNameControlTxt |
| Phone | 8017550336 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5670 Crown Pointe Drive | AddressLine1Txt |
| City | Murray | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84124 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Cameron Bennee | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8017550336 | PhoneNum |
| Signature | 2025-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Paul W Jones | PreparerPersonNm |
| PTIN | P00566041 | PTIN |
| Phone | 8019305101 | PhoneNum |
| Preparation | 2025-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | 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 | $9,339,000 | 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 | $3,200,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $203,648 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $203,648 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $105,872 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,551,507 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $105,872 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,509,520 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $309,520 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $60,743 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $5,820 | LegalFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $57,581 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $2,057 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $197 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $126,398 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $350,866 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $350,866 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $477,264 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $350,866 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,032,256 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $309,520 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $150,724 | CashBOYAmt |
| Cash EOY | $25,811 | CashEOYAmt |
| Cash EOYFMV | $25,811 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,662,954 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,313,189 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,313,189 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $5,813,678 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,339,000 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,339,000 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $5,813,678 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $9,339,000 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,813,678 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,339,000 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,813,678 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,339,000 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,813,678 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,032,256 | ExcessRevenueOverExpensesAmt |
| Other Increases | $493,066 | OtherIncreasesAmt |
| Subtotal | $9,339,000 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $9,339,000 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (90 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| American Funds BondFund of Amer F | P | 2022-06-01 | 2024-12-30 | $194,238 | $210,811 | -$16,573 | -$16,573 |
| P | 2024-01-31 | 2024-12-30 | $1,615 | $1,657 | -$42 | -$42 | |
| P | 2024-02-29 | 2024-12-30 | $1,573 | $1,583 | -$10 | -$10 | |
| P | 2024-03-05 | 2024-12-30 | $287,943 | $291,817 | -$3,874 | -$3,874 | |
| P | 2024-03-28 | 2024-12-30 | $2,533 | $2,562 | -$29 | -$29 | |
| P | 2024-06-28 | 2024-12-30 | $2,800 | $2,805 | -$5 | -$5 | |
| P | 2024-07-31 | 2024-12-30 | $2,900 | $2,960 | -$60 | -$60 | |
| P | 2024-08-30 | 2024-12-30 | $2,836 | $2,927 | -$91 | -$91 | |
| P | 2024-09-30 | 2024-12-30 | $2,762 | $2,881 | -$119 | -$119 | |
| P | 2024-10-25 | 2024-12-30 | $104,733 | $106,236 | -$1,503 | -$1,503 | |
| P | 2024-10-31 | 2024-12-30 | $2,999 | $3,034 | -$35 | -$35 | |
| P | 2024-11-29 | 2024-12-30 | $3,102 | $3,158 | -$56 | -$56 | |
| Dimensional ETF TR Emerging MKTS Co | P | 2024-10-25 | 2024-12-30 | $10,837 | $11,318 | -$481 | -$481 |
| JPMORGAN CORE PLUS BOND ETF | P | 2024-10-25 | 2024-12-30 | $476,098 | $482,572 | -$6,474 | -$6,474 |
| JPSIX JPMORGAN INCOME I | P | 2019-08-22 | 2024-12-30 | $123,885 | $140,246 | -$16,361 | -$16,361 |
| P | 2021-06-06 | 2024-12-30 | $150 | $195 | -$45 | -$45 | |
| P | 2024-08-30 | 2024-12-30 | $1,602 | $1,610 | -$8 | -$8 | |
| P | 2024-09-30 | 2024-12-30 | $1,595 | $1,614 | -$19 | -$19 | |
| P | 2024-10-25 | 2024-12-30 | $21,470 | $21,546 | -$76 | -$76 | |
| P | 2024-10-31 | 2024-12-30 | $1,636 | $1,638 | -$2 | -$2 | |
| P | 2024-11-29 | 2024-12-30 | $1,733 | $1,739 | -$6 | -$6 | |
| JPIB JPMORGAN INTERNATIONAL BND OPPORT ETF | P | 2024-09-05 | 2024-12-30 | $471 | $477 | -$6 | -$6 |
| P | 2024-10-03 | 2024-12-30 | $570 | $579 | -$9 | -$9 | |
| P | 2024-10-25 | 2024-12-30 | $29,927 | $30,198 | -$271 | -$271 | |
| NFFFX AMERICAN FUNDS NEW WORLD F2 | P | 2021-10-15 | 2024-03-05 | $10,976 | $13,436 | -$2,460 | -$2,460 |
| P | 2024-02-26 | 2024-03-05 | $84,856 | $84,878 | -$22 | -$22 | |
| NFFFX AMERICAN FUNDS NEW WORLD F2 | P | 2021-10-15 | 2024-10-25 | $10,275 | $11,619 | -$1,344 | -$1,344 |
| NFFFX AMERICAN FUNDS NEW WORLD F2 | P | 2021-10-15 | 2024-12-30 | $642 | $783 | -$141 | -$141 |
| SPDW SPDR PORTFOLIO DVLPD WRLD EX-US ETF | P | 2021-10-15 | 2024-03-05 | $168,704 | $179,876 | -$11,172 | -$11,172 |
| SPDW SPDR PORTFOLIO DVLPD WRLD EX-US ETF | P | 2024-02-26 | 2024-12-30 | $51,660 | $52,431 | -$771 | -$771 |
| P | 2024-06-28 | 2024-12-30 | $14,070 | $14,466 | -$396 | -$396 | |
| P | 2024-10-25 | 2024-12-30 | $53,966 | $56,792 | -$2,826 | -$2,826 | |
| SPLG SPDR PORT SP 500 | P | 2024-02-26 | 2024-03-05 | $343,081 | $343,199 | -$118 | -$118 |
| SPLG SPDR PORT SP 500 | P | 2018-07-19 | 2024-10-25 | $148,608 | $71,787 | $76,821 | $76,821 |
| P | 2023-06-23 | 2024-10-25 | $3,128 | $2,338 | $790 | $790 | |
| P | 2023-09-22 | 2024-10-25 | $3,073 | $2,295 | $778 | $778 | |
| SPMD SPDR PORTFOLIO S7P 400 MID CAP ETF | P | 2018-04-09 | 2024-03-05 | $65,237 | $41,968 | $23,269 | $23,269 |
| P | 2018-06-22 | 2024-03-05 | $240 | $167 | $73 | $73 | |
| P | 2018-07-19 | 2024-03-05 | $59,506 | $41,640 | $17,866 | $17,866 | |
| P | 2018-12-31 | 2024-03-05 | $744 | $421 | $323 | $323 | |
| P | 2019-03-22 | 2024-03-05 | $444 | $284 | $160 | $160 | |
| P | 2019-06-28 | 2024-03-05 | $568 | $374 | $194 | $194 | |
| P | 2019-09-27 | 2024-03-05 | $553 | $365 | $188 | $188 | |
| P | 2019-11-21 | 2024-03-05 | $9,629 | $6,506 | $3,123 | $3,123 | |
| P | 2020-03-27 | 2024-03-05 | $802 | $387 | $415 | $415 | |
| P | 2020-06-26 | 2024-03-05 | $625 | $367 | $258 | $258 | |
| P | 2024-02-26 | 2024-03-05 | $7,727 | $7,529 | $198 | $198 | |
| SPSM SPDR PORTFOLIO SP 600 SMALL CAP ETF | P | 2018-04-09 | 2024-03-05 | $30,351 | $21,720 | $8,631 | $8,631 |
| P | 2018-06-21 | 2024-03-05 | $220 | $174 | $46 | $46 | |
| P | 2018-07-19 | 2024-03-05 | $35,372 | $28,120 | $7,252 | $7,252 | |
| P | 2018-09-27 | 2024-03-05 | $494 | $392 | $102 | $102 | |
| P | 2019-03-21 | 2024-03-05 | $389 | $285 | $104 | $104 | |
| P | 2019-06-27 | 2024-03-05 | $525 | $376 | $149 | $149 | |
| P | 2019-09-26 | 2024-03-05 | $500 | $360 | $140 | $140 | |
| P | 2019-11-21 | 2024-03-05 | $12,824 | $9,541 | $3,283 | $3,283 | |
| P | 2019-12-27 | 2024-03-05 | $664 | $518 | $146 | $146 | |
| P | 2021-10-12 | 2024-03-05 | $20 | $20 | |||
| P | 2021-10-12 | 2024-03-05 | $21 | $21 | |||
| P | 2021-10-12 | 2024-03-05 | $21 | $22 | -$1 | -$1 | |
| P | 2021-10-12 | 2024-03-05 | $84 | $86 | -$2 | -$2 | |
| P | 2021-10-12 | 2024-03-05 | $9 | $9 | |||
| P | 2021-10-12 | 2024-03-05 | $377 | $389 | -$12 | -$12 | |
| P | 2021-10-12 | 2024-03-05 | $24 | $25 | -$1 | -$1 | |
| P | 2021-10-12 | 2024-03-05 | $15 | $16 | -$1 | -$1 | |
| P | 2021-10-12 | 2024-03-05 | $360 | $371 | -$11 | -$11 | |
| P | 2021-10-12 | 2024-03-05 | $29 | $30 | -$1 | -$1 | |
| P | 2022-03-18 | 2024-03-05 | $461 | $467 | -$6 | -$6 | |
| P | 2023-12-22 | 2024-03-05 | $2,610 | $2,637 | -$27 | -$27 | |
| USRT ISHARES CORE US REIT ETF | P | 2018-04-09 | 2024-10-25 | $30,310 | $22,392 | $7,918 | $7,918 |
| P | 2018-07-03 | 2024-10-25 | $449 | $362 | $87 | $87 | |
| P | 2018-07-19 | 2024-10-25 | $3,055 | $2,463 | $592 | $592 | |
| P | 2018-07-19 | 2024-10-25 | $22,192 | $17,889 | $4,303 | $4,303 | |
| P | 2018-10-02 | 2024-10-25 | $2,174 | $1,696 | $478 | $478 | |
| P | 2018-12-24 | 2024-10-25 | $572 | $412 | $160 | $160 | |
| P | 2020-04-01 | 2024-10-25 | $877 | $518 | $359 | $359 | |
| P | 2020-06-22 | 2024-10-25 | $555 | $397 | $158 | $158 | |
| P | 2023-06-12 | 2024-10-25 | $328 | $273 | $55 | $55 | |
| P | 2023-01-03 | 2024-10-25 | $786 | $587 | $199 | $199 | |
| P | 2023-11-13 | 2024-10-25 | $25,011 | $18,852 | $6,159 | $6,159 | |
| P | 2023-12-28 | 2024-10-25 | $1,385 | $1,241 | $144 | $144 | |
| P | 2024-03-28 | 2024-10-25 | $701 | $616 | $85 | $85 | |
| P | 2024-06-17 | 2024-10-25 | $774 | $663 | $111 | $111 | |
| P | 2024-09-30 | 2024-10-25 | $1,271 | $1,274 | -$3 | -$3 | |
| VNA VANGUARD REAL ESTATE ETF | P | 2023-12-28 | 2024-03-05 | $902 | $926 | -$24 | -$24 |
| P | 2024-02-26 | 2024-03-05 | $13,516 | $13,133 | $383 | $383 | |
| VNA VANGUARD REAL ESTATE ETF | P | 2023-11-13 | 2024-10-25 | $8,039 | $6,247 | $1,792 | $1,792 |
| P | 2024-02-26 | 2024-10-25 | $30,740 | $26,954 | $3,786 | $3,786 | |
| P | 2024-03-28 | 2024-10-25 | $967 | $869 | $98 | $98 | |
| P | 2024-07-02 | 2024-10-25 | $1,428 | $1,236 | $192 | $192 | |
| P | 2024-10-01 | 2024-10-25 | $983 | $985 | -$2 | -$2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $105,872 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$4,417 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,302 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,302 | SubtotalAmt |
| Tax Based On Investment Income | $4,302 | TaxBasedOnInvestmentIncomeAmt |
| Es Penalty | $112 | EsPenaltyAmt |
| Tax Due | $4,414 | TaxDueAmt |
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 | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | UT | OrgReportOrRegisterStateCd |
| 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 |
| Individual With Books | Cameron Bennee | IndividualWithBooksNm |
| Phone | 8017550336 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5670 Crown Pointe Drive | AddressLine1Txt |
| City | Murray | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84124 | 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 | Yes (true) | 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Susan Warburton | ||||||
| 1958 Lincoln Lane Apt 2A | Holladay | UT | 84124 | Director | 020.00 | $25,743 |
| Kaira Bennee | ||||||
| 4130 Achilles Dr | Salt Lake City | UT | 84124 | Director | 016.00 | $11,000 |
| Cameron Bennee | ||||||
| 5670 Crown Pointe Dr | Murray | UT | 84107 | Director | 020.00 | $24,000 |
| Lisa Viehweg | ||||||
| 1968 E Lincoln Lane 1B | Holladay | UT | 84124 | Director | 002.00 | $0 |
| Kathy McCabe | ||||||
| 1914 Millicent Dr | Salt Lake City | UT | 84108 | Director | 002.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Money donations to charitable organizations - see page 11. | Description1Txt |
| Expenses1 | $350,866 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | None | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,236,445 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $80,054 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,316,499 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $7,316,499 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $109,747 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,206,752 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $360,338 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $360,338 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,302 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,302 | TotalTaxAmt |
| Distributable Before Adj | $356,036 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $356,036 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $356,036 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $350,866 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $350,866 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $356,036 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $223,000 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $186,000 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $503,000 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $380,000 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $227,602 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,519,602 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $350,866 | QualifyingDistributionsAmt |
| Applied To Current Year | $350,866 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $5,170 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $5,170 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,514,432 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $217,830 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,296,602 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $186,000 | ExcessFromYear4Amt |
| Excess From Year3 | $503,000 | ExcessFromYear3Amt |
| Excess From Year2 | $380,000 | ExcessFromYear2Amt |
| Excess From Year1 | $227,602 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Canine With a Cuase | ||||||
| 4050 S 2700 E | Holladay | UT | 84124 | PC | General Charitable | $20,000 |
| Second Grace Foundation | ||||||
| 7654 S 1000 E | Midvale | UT | 84047 | PC | General Charitable | $25,000 |
| Granite School District | ||||||
| 2500 S State Street | Salt Lake City | UT | 84115 | PC | General Charitable | $5,000 |
| School of Addition Recovery | ||||||
| 3075 Grant Ave | Ogden | UT | 84401 | PC | General Charitable | $20,000 |
| Healing Sciences Foundation | ||||||
| 12231 S 1950 E | Draper | UT | 84020 | PC | General Charitable | $10,000 |
| Lionheart Gift Foundation | ||||||
| 1507 E TREEVIEW DR | Millcreek | UT | 84124 | PC | General Charitable | $5,000 |
| Raise the Future | ||||||
| 7414 State St Apt 101 | Midvale | UT | 84047 | PC | General Charitable | $25,156 |
| My Story Matters | ||||||
| 99 East 900 South | Provo | UT | 84606 | PC | General Charitable | $20,000 |
| First Step House | ||||||
| 434 S 500 E | Salt Lake CIty | UT | 84102 | PC | General Charitable | $20,000 |
| USARA | ||||||
| 180 E 2100 S Ste 100 | Salt Lake City | UT | 84115 | PC | General Charitable | $40,000 |
| Soap 2 Hope | ||||||
| 1540 Main Street | Salt Lake City | UT | 84115 | PC | General Charitable | $10,000 |
| Pillows for Prisoners | ||||||
| 2810 HERMOSA WAY | Salt Lake City | UT | 84124 | PC | General Charitable | $10,000 |
| RIchard W Erickson Foundation | ||||||
| 36 So State St | Salt Lake City | UT | 84111 | PC | General Charitable | $15,000 |
| Kostopulos Dream Foundation | ||||||
| 4180 Emigration Canyon Rd | Emigration Canyon | UT | 84108 | PC | General Charitable | $5,000 |
| Vital Ground Foundation | ||||||
| 30 Fort Missoula Rd | Missoula | MT | 59801 | PC | General Charitable | $5,000 |
| The Green Urban Lunchbox Foundation | ||||||
| 3188 S 1100 W | Salt Lake City | UT | 84119 | PC | General Charitable | $5,000 |
| Family Promise Salt Lake | ||||||
| 814 W 800 S | Salt Lake City | UT | 84104 | PC | General Charitable | $5,000 |
| Africa is Life Changing | ||||||
| 1192 Draper Pkwy suite 255 | Draper | UT | 84020 | PC | General Charitable | $20,000 |
| The Other Side Academy | ||||||
| 667 E 100 S | Salt Lake City | UT | 84102 | PC | General Charitable | $10,000 |
| Wasatch Gardens | ||||||
| 629 East 800 South | Salt Lake City | UT | 84102 | PC | General Charitable | $10,000 |
| Volunteers of America | ||||||
| 1875 S Redwood Road | Salt Lake City | UT | 84104 | General Charitable | $10,000 | |
| The Road Home | ||||||
| 242 Paramount Ave | Salt Lake City | UT | 84115 | General Charitable | $10,000 | |
| American Foundation for Suicide Prevention | ||||||
| 199 Water St | New York | NY | 10038 | General Charitable | $5,000 | |
| Dawn Haven Ranch & Rescue | ||||||
| 623 EAST 2100 SOUTH STE B1 | Salt Lake City | UT | 84106 | General Charitable | $1,000 | |
| Shriners Children Hospital | ||||||
| 1275 E Fairfax Rd | Salt Lake City | UT | 84103 | General Charitable | $2,000 | |
| Charley's Angels Foundation | ||||||
| 68 S MAIN ST SECOND FL | Salt Lake CIty | UT | 84101 | General Charitable | $20,000 | |
| Carden Memorial Foundation | ||||||
| 1452 E 2700 S | Salt Lake City | UT | 84106 | General Charitable | $10,210 | |
| Brain Food Books Foundation | ||||||
| 1511 S 1500 E | Salt Lake City | UT | 84105 | General Charitable | $2,500 | |
| The Mundi Project Foundation | ||||||
| 159 W Broadway STE 200 | Salt Lake City | UT | 84101 | General Charitable | $2,500 | |
| Salt Lake County Meals for Wheels | ||||||
| 2001 South State Street | Salt Lake City | UT | 84114 | General Charitable | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $350,866 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Exclusion | 14 | ExclusionCd |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $203,648 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $105,872 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $309,520 | UnrelatedBusinessTaxblIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $309,520 | 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 |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | The Norma Fosgate Living Trust | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 429 | AddressLine1Txt |
| City | Heber City | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84032 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,200,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $5,820 | LegalFeesAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Banking fees and other fees and general expenses | Desc |
| Revenue And Expenses Per Books | $197 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Appreciation in market value of securities | Desc |
| Amt | $493,066 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Advisory Fees | CategoryTxt |
| Amt | $57,581 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Federal Taxes | CategoryTxt |
| Amt | $2,057 | Amt |
Comments