BEESLEY FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BEESLEY FAMILY FOUNDATION (EIN 87-0568595)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-06-14
- IRS object ID
- 202501659349100405
- 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
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-06-14T16:09:10-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 680519355 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEWIS & ASSOCIATES CPAS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 528 E WILLOW SPRINGS LANE | AddressLine1Txt |
| City | DRAPER | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84020 | 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 | 870568595 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEESLEY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BEES | BusinessNameControlTxt |
| Phone | 8014431089 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 579 | AddressLine1Txt |
| City | ST GEORGE | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84771 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BONNIE J BEESLEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8014431089 | PhoneNum |
| Signature | 2025-06-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00014741 | PTIN |
| Phone | 8015502622 | PhoneNum |
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $110,098,784 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $210,593 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $210,593 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,024,359 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,024,359 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$18,035 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,475,270 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $107 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $107 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,217,024 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,235,059 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $8,700 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,350 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $4,350 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,926 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,463 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,463 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $110,052 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $55,026 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $55,026 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $39,852 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,771 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $733 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $367 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $366 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $162,263 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $70,977 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $61,205 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,740,218 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,740,218 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,902,481 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $70,977 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,801,423 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,685,457 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,164,082 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,495,173 | CashBOYAmt |
| Cash EOY | $1,318,487 | CashEOYAmt |
| Cash EOYFMV | $1,318,487 | CashEOYFMVAmt |
| Corporate Stock BOY | $63,602,720 | CorporateStockBOYAmt |
| Corporate Stock EOY | $62,099,389 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $108,714,028 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $29,752 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $24,436 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $24,436 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $41,957 | OtherAssetsBOYAmt |
| Other Assets EOY | $41,833 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $41,833 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $66,169,602 | TotalAssetsBOYAmt |
| Total Assets EOY | $63,484,145 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $110,098,784 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,977,350 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,977,350 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $63,192,252 | RetainedEarningBOYAmt |
| Retained Earning EOY | $60,506,795 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $66,169,602 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $63,484,145 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $66,169,602 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $63,484,145 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $66,169,602 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,685,457 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $63,484,145 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $63,484,145 | 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 |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $5,388,099 | $5,493,305 | -$105,206 | -$105,206 | |
| GAIN ON CONTRIBUTIONS | $84,639 | $84,639 | $0 | $0 | |
| Capital Gains Dividends | $2,532 | $2,532 | $2,532 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$102,674 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $30,081 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $30,081 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $30,081 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $38,705 | 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 | $38,705 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $8,624 | OverpaymentAmt |
| Applied To ES Tax | $8,624 | 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 | 0 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIAN CHADAZ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8014431089 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 579 | AddressLine1Txt |
| City | ST GEORGE | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84771 | 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 (19 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 |
|---|---|---|---|---|---|---|---|---|
| BRENT BEESLEY | ||||||||
| PO BOX 579 | ST GEORGE | UT | 84771 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| BONNIE JEAN BEESLEY | ||||||||
| PO BOX 579 | ST GEORGE | UT | 84771 | TRUSTEE/PRESIDENT | 3.00 | $0 | $0 | $0 |
| LAURA JEAN DENNEY | ||||||||
| PO BOX 579 | ST GEORGE | UT | 84771 | TRUSTEE | 1.00 | $600 | $0 | $0 |
| BRIAN CHADAZ | ||||||||
| PO BOX 579 | ST GEORGE | UT | 84771 | TRUSTEE/ADMINISTRATOR | 3.00 | $600 | $0 | $0 |
| MARY JOLLEY | ||||||||
| PO BOX 579 | ST GEORGE | UT | 84771 | TRUSTEE | 1.00 | $600 | $0 | $0 |
| SARAH BEESLEY | ||||||||
| PO BOX 579 | ST GEORGE | UT | 84771 | TRUSTEE | 1.00 | $600 | $0 | $0 |
| VERLAN TERRY | ||||||||
| PO BOX 579 | ST GEORGE | UT | 84771 | TRUSTEE | 1.00 | $600 | $0 | $0 |
| GLENN GOODRICH | ||||||||
| PO BOX 579 | ST GEORGE | UT | 84771 | TRUSTEE | 1.00 | $600 | $0 | $0 |
| AMY BROADBENT | ||||||||
| PO BOX 579 | ST GEORGE | UT | 84771 | TRUSTEE | 1.00 | $600 | $0 | $0 |
| RYAN C DENNEY | ||||||||
| PO BOX 579 | ST GEORGE | UT | 84771 | TRUSTEE | 1.00 | $600 | $0 | $0 |
| DOUG T JOLLEY | ||||||||
| PO BOX 579 | ST GEORGE | UT | 84771 | TRUSTEE | 1.00 | $600 | $0 | $0 |
| DAVID B BEESLEY | ||||||||
| PO BOX 579 | ST GEORGE | UT | 84771 | TRUSTEE | 1.00 | $600 | $0 | $0 |
| MARK BROADBENT | ||||||||
| PO BOX 579 | ST GEORGE | UT | 84771 | TRUSTEE | 1.00 | $600 | $0 | $0 |
| TROY LEWIS | ||||||||
| PO BOX 579 | ST GEORGE | UT | 84771 | TRUSTEE | 1.00 | $600 | $0 | $0 |
| KATHERINE DECKER | ||||||||
| PO BOX 579 | ST GEORGE | UT | 84771 | TRUSTEE | 1.00 | $600 | $0 | $0 |
| DANIEL BEESLEY | ||||||||
| PO BOX 579 | ST GEORGE | UT | 84771 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| CARLY BEESLEY | ||||||||
| PO BOX 579 | ST GEORGE | UT | 84771 | TRUSTEE | 1.00 | $600 | $0 | $0 |
| JOSEPH DECKER | ||||||||
| PO BOX 579 | ST GEORGE | UT | 84771 | TRUSTEE | 1.00 | $300 | $0 | $0 |
| STOWE BROWN | ||||||||
| PO BOX 579 | ST GEORGE | UT | 84771 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BC STRATEGIC SOLUTIONS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 579 | AddressLine1Txt |
| City | ST GEORGE | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84771 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ADMINISTRATION | ServiceTypeTxt |
| Compensation | $60,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $106,173,203 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $359,922 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $106,533,125 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $106,533,125 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,597,997 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $104,935,128 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,246,756 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,246,756 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $30,081 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $30,081 | TotalTaxAmt |
| Distributable Before Adj | $5,216,675 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,216,675 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,216,675 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,801,423 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,801,423 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,216,675 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $281,484 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $185,159 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $466,643 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,801,423 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,801,423 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $415,252 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $415,252 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $51,391 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $51,391 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $51,391 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (92 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| ACADEMY FOR CREATING ENTERPRISE | ||||||||||
| 2520 N UNIVERSITY AVE STE 100 | PROVO | UT | 84604 | NONE | HUMANITARIAN | $100,000 | ||||
| ALPINE SCHOOL DISTRICT FOUNDATION | ||||||||||
| 575 N 100 E | AMERICAN FORK | UT | 84003 | NONE | EDUCATION | $11,000 | ||||
| AMERICAN HERITAGE SCHOOLS INC | ||||||||||
| 736 NORTH 1100 EAST | AMERICAN FORK | UT | 84003 | NONE | EDUCATION | $60,000 | ||||
| AMERICAN INDIAN SERVICES | ||||||||||
| 1902 NORTH CANYON ROAD SUITE 100 | PROVO | UT | 84604 | NONE | EDUCATION | $43,000 | ||||
| APPLIED TECHNOLOGY FOUNDATION | ||||||||||
| 50 NORTH 600 WEST SUITE C | SALT LAKE CITY | UT | 84116 | NONE | EDUCATION | $5,000 | ||||
| BOOK OF MORMON CENTRAL | ||||||||||
| PO BOX 1538 | AMERICAN FORK | UT | 84003 | NONE | EDUCATION | $20,000 | ||||
| BOUNTIFUL HISTORICAL PRESERVATION FOUNDATION | ||||||||||
| PO BOX 742 | BOUNTIFUL | UT | 84011 | NONE | PARKS | $5,000 | ||||
| BREAKTHROUGH T1D | ||||||||||
| PO BOX 5021 | HAGERSTOWN | MD | 21741 | NONE | MEDICAL | $10,000 | ||||
| CHARITY ANYWHERE FOUNDATION | ||||||||||
| 1246 EAST CASSIDY CIRCLE | BOUNTIFUL | UT | 84010 | NONE | HUMANITARIAN | $35,000 | ||||
| CHARITY VISION | ||||||||||
| 1282 EAST CAMBRIDGE COURT | PROVO | UT | 84604 | NONE | HUMANITARIAN | $75,000 | ||||
| CHURCH OF JESUS CHRIST OF LDS PHILANTHROPIES | ||||||||||
| 15 EAST SOUTH TEMPLE 2ND FLOOR EAST | SALT LAKE CITY | UT | 84150 | NONE | HUMANITARIAN/EDUCATION | $1,520,468 | ||||
| CLEAN AIR TASK FORCE | ||||||||||
| 114 STATE STREET 6TH FLOOR | BOSTON | MA | 02109 | NONE | ENVIROMENTAL | $15,000 | ||||
| COMMUNITY FOUNDATION OF UTAH | ||||||||||
| 2257 S 1100 E UNIT 205 | SALT LAKE CITY | UT | 84106 | NONE | PHILANTROPIC | $1,000 | ||||
| DOWN TO EARTH OUTDOOR LEARNING FOUNDATION | ||||||||||
| 9131 S MEADOW CT | SANDY | UT | 84093 | NONE | ENVIROMENTAL | $5,000 | ||||
| ELIZABETH SMART FOUNDATION | ||||||||||
| 6337 S HIGHLAND DR 2056 | HOLLADAY | UT | 84121 | NONE | HUMANITARIAN | $5,000 | ||||
| ENVISION UTAH | ||||||||||
| 254 S 600 E SUITE 201 | SALT LAKE CITY | UT | 84102 | NONE | EDUCATION | $320,000 | ||||
| FOURTH STREET CLINIC | ||||||||||
| 409 WEST 400 SOUTH | SALT LAKE CITY | UT | 84101 | NONE | HUMANITARIAN | $5,000 | ||||
| FRIENDS OF SAKONNET LIGHTHOUSE INC | ||||||||||
| PO BOX 154 | LITTLE COMPTON | RI | 02837 | NONE | HISTORICAL PRESERVATION | $2,000 | ||||
| FRIENDS OF SWITCHPOINT INC | ||||||||||
| 948 N 1300 W | ST GEORGE | UT | 84770 | NONE | HUMANITARIAN | $3,000 | ||||
| GIRLS HOPE RESCUE MISSION | ||||||||||
| 5842 FONTAINE BLEU CIR | SALT LAKE CITY | UT | 84121 | NONE | HUMANITARIAN | $46,000 | ||||
| GOVERNOR'S MANSION FOUNDATION | ||||||||||
| 603 EAST SOUTH TEMPLE | SALT LAKE CITY | UT | 84102 | NONE | HISTORICAL PRESERVATION | $25,000 | ||||
| GREEN BERET FOUNDATION | ||||||||||
| PO BOX 25138 | NEW YORK | NY | 10087 | NONE | HUMANITARIAN | $10,000 | ||||
| HALE CENTRE THEATRE | ||||||||||
| 9900 MONROE STREET | SANDY | UT | 84070 | NONE | ARTS | $5,000 | ||||
| HEARTS KNIT TOGETHER | ||||||||||
| 4124 W LIBERTY CREEK DR | SOUTH JORDAN | UT | 84009 | NONE | HUMANITARIAN | $5,000 | ||||
| HELEN KELLER INTERNATIONAL | ||||||||||
| ONE DAG HAMMARSKJOLD PLAZA FLOOR 2 | NEW YORK | NY | 10017 | NONE | HUMANITARIAN | $10,000 | ||||
| HELP START EDCUATION FOUNDATION | ||||||||||
| PO BOX 171323 | HOLLADAY | UT | 84117 | NONE | EDUCATION | $40,000 | ||||
| HORIZONTE SCHOLARSHIP FUND | ||||||||||
| 1234 SOUTH MAIN STREEET | SALT LAKE CITY | UT | 84101 | NONE | EDUCATION | $10,000 | ||||
| HUMANE SOCIETY OF UTAH | ||||||||||
| 4242 SOUTH 300 WEST | MURRAY | UT | 84107 | NONE | HUMANITARIAN | $5,000 | ||||
| HUNTSMAN CANCER FOUNDATION | ||||||||||
| 500 S HUNTSMAN WAY | SALT LAKE CITY | UT | 84108 | NONE | MEDICAL | $1,500 | ||||
| INTERMOUNTAIN HEALTH CARE FOUNDATION | ||||||||||
| 36 SOUTH STATE STREET 23RD FLOOR | SALT LAKE CITY | UT | 84111 | NONE | MEDICAL | $500,000 | ||||
| JUVENILE DIABETES RESEARCH FOUNDATION | ||||||||||
| 200 VESEY STREET 28TH FLOOR | NEW YORK | NY | 10281 | NONE | MEDICAL | $20,000 | ||||
| KOINS FOR KENYA INC | ||||||||||
| 351 OAK LANE | KAYSVILLE | UT | 84037 | NONE | HUMANITARIAN | $14,500 | ||||
| KOSTOPULOS DREAM FOUNDATION | ||||||||||
| 4180 EMIGRATION CANYON ROAD | EMIGRATION CANYON | UT | 84108 | NONE | EDUCATION | $20,000 | ||||
| LAGUNA BEACH UNIFIED SCHOOL DISTRICT | ||||||||||
| 550 BLUMONT STREET | LAGUNA BEACH | CA | 92651 | NONE | EDUCATION | $10,000 | ||||
| LATINOS IN ACTION | ||||||||||
| 1200 E SANDERS ROAD | SANDY | UT | 84094 | NONE | EDUCATION | $20,000 | ||||
| LAUREL SURGICAL FOUNDATION | ||||||||||
| NONE | MEDICAL | $20,000 | 2 FIRVIEW PL | PORT MOODY | BC | CA | ||||
| LIFELONG SKILLS FOUNDATION | ||||||||||
| 190 SOUTH MAIN STREET | CENTERVILLE | UT | 84014 | NONE | MEDICAL | $10,000 | ||||
| MADISON HOUSE AUTISM FOUNDATION | ||||||||||
| 15201 SHADY GROVE RD SUITE 200 | ROCKVILLE | MD | 20850 | NONE | EDUCATION AND RESEARCH | $100,000 | ||||
| MATT'S PLACE | ||||||||||
| 190 S MAIN STREET SUITE B | CENTERVILLE | UT | 84014 | NONE | MEDICAL AND HUMANITARIAN | $10,000 | ||||
| MENTORS INTERNATIONAL | ||||||||||
| 65 WADSWORTH PARK DR 207 | DRAPER | UT | 84020 | NONE | HUMANITARIAN | $50,000 | ||||
| MIDVALE FAMILY HEALTH CLINIC | ||||||||||
| 7852 S PIONEER STREET | MIDVALE | UT | 84047 | NONE | MEDICAL | $10,000 | ||||
| NATIONAL ABILITY CENTER | ||||||||||
| 1000 ABILITY WAY | PARK CITY | UT | 84060 | NONE | HUMANITARIAN | $10,000 | ||||
| NATIONAL CAMPAIGN TO STOP YOUTH VIOLENCE | ||||||||||
| 2021 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20036 | NONE | EDUCATION | $10,000 | ||||
| NO POOR AFRICA | ||||||||||
| 1570 TOMAHAWK DRIVE | SALT LAKE CITY | UT | 84103 | NONE | HUMANITARIAN | $220,000 | ||||
| ODYSSEY HOUSE | ||||||||||
| 344 E 100 S | SALT LAKE CITY | UT | 84111 | NONE | MEDICAL | $20,000 | ||||
| ONE WORLD SURGERY | ||||||||||
| 510 LAKE COOK ROAD SUITE 400 | DEERFIELD | IL | 60015 | NONE | MEDICAL | $51,250 | ||||
| OPERATION KIDS FOUNDATION | ||||||||||
| 1245 E BRICKYARD RD SUITE 260 | SALT LAKE CITY | UT | 84106 | NONE | HUMANITARIAN | $25,000 | ||||
| PATRONATO BENEFICO ORIENTAL | ||||||||||
| ONE NORTH CLEMATIS STREET SUITE 200 | WEST PALM BEACH | FL | 33401 | NONE | HUMANITARIAN | $50,000 | ||||
| PROJECT UNITE | ||||||||||
| 12400 WILSHIRE BLVD STE 1275 | LOS ANGELES | CA | 90025 | NONE | EDUCATION | $50,000 | ||||
| RISE AND REBUILD FOUNDATION | ||||||||||
| 3008 FALLENTINE ROAD | SANDY | UT | 84093 | NONE | HUMANITARIAN | $210,000 | ||||
| RISE SAMOA INC | ||||||||||
| PO BOX 99 | PAGO PAGO | AS | 96799 | NONE | HUMANITARIAN | $25,000 | ||||
| SALT LAKE AVENUE COMMUNITY CHOIR | ||||||||||
| 4TH STREET AND P STREET | SALT LAKE CITY | UT | 84103 | NONE | ARTS | $2,000 | ||||
| SALT LAKE CHILDRENS CHOIR | ||||||||||
| PO BOX 527 | MIDVALE | UT | 84047 | NONE | ARTS | $3,000 | ||||
| SALT LAKE COMMUNITY COLLEGE FOUNDATION | ||||||||||
| 4600 SOUTH REDWOOD ROAD | SALT LAKE CITY | UT | 84123 | NONE | EDUCATION | $30,000 | ||||
| SALT LAKE EDUCATION FOUNDATION | ||||||||||
| 440 EAST 100 SOUTH | SALT LAKE CITY | UT | 84111 | NONE | EDUCATION | $10,000 | ||||
| SNOWBASIN ADAPTIVE SPORTS EDUCATION FOUNDATION | ||||||||||
| 2955 HARRISON BLVD STE 104D | OGDEN | UT | 84403 | NONE | ATHLETICS | $5,000 | ||||
| SOUTHERN UTAH WILDERNESS ALLIANCE | ||||||||||
| 425 EAST 100 SOUTH | SALT LAKE CITY | UT | 84111 | NONE | ENVIRONMENT | $20,000 | ||||
| SOUTHERN VIRGINIA UNIVERSITY | ||||||||||
| ONE UNIVERSITY HILL DRIVE | BUENA VISTA | VA | 24416 | NONE | EDUCATION | $50,000 | ||||
| SPARK OF HOPE FOUNDATION | ||||||||||
| 625 E 100 N | ALPINE | UT | 84004 | NONE | HUMANITARIAN | $5,500 | ||||
| ST GEORGE REGIONAL HOSPITAL FOUNDATION | ||||||||||
| 1380 EAST MEDICAL CENTER DR | ST GEORGE | UT | 84790 | NONE | MEDICAL | $15,000 | ||||
| ST GEORGE HOUSING AUTHORITY | ||||||||||
| 975 NORTH 1725 WEST | ST GEORGE | UT | 86770 | NONE | HOUSING | $12,000 | ||||
| STAND 4 KIND | ||||||||||
| 138 E 12300 S SUITE C250 | DRAPER | UT | 84020 | NONE | EDUCATION | $20,000 | ||||
| STAR OF HOPE | ||||||||||
| PO BOX 143 | ROCKLAND | ME | 04841 | NONE | HUMANITARIAN | $5,000 | ||||
| STELLA H OAKS FOUNDATION | ||||||||||
| 90 W 500 S 326 | BOUNTIFUL | UT | 84010 | NONE | EDUCATION | $20,000 | ||||
| SUCCESS IN EDUCATION FOUNDATION | ||||||||||
| 111 E BROADWAY STE 900 | SALT LAKE CITY | UT | 84111 | NONE | EDUCATION | $75,000 | ||||
| TH ROGERS PTO | ||||||||||
| 5840 SAN FELIPE | HOUSTON | TX | 77057 | NONE | EDUCATION | $7,500 | ||||
| THANKSGIVING POINT INSTITUTE INC | ||||||||||
| 3003 N THANKSGIVING WAY | LEHI | UT | 84043 | NONE | ARTS & EDUCATION | $9,000 | ||||
| THE CENTER FOR PURSUIT | ||||||||||
| 4400 HARRISBURG BLVD | HOUSTON | TX | 77011 | NONE | EDUCATION | $10,000 | ||||
| THE CHILDREN'S CENTER | ||||||||||
| 350 SOUTH 400 EAST | SALT LAKE CITY | UT | 84111 | NONE | HUMANITARIAN | $5,000 | ||||
| THE DAYS OF '47 INC | ||||||||||
| PO BOX 112287 | SALT LAKE CITY | UT | 84147 | NONE | EDUCATION | $10,000 | ||||
| THE DR DALE BHULL FOUNDATION FOR NEUROLOGICAL REHABILITATION INC | ||||||||||
| 90 ALBION VILLAGE WAY | SANDY | UT | 84070 | NONE | MEDICAL | $5,000 | ||||
| THE GIFTED MUSIC SCHOOL | ||||||||||
| 150 SOUTH 1000 EAST SUITE 200 | SALT LAKE CITY | UT | 84102 | NONE | ARTS | $30,000 | ||||
| THE NATURE CONSERVANCY IN RHODE ISLAND | ||||||||||
| 159 WATERMAN STREET | PROVIDENCE | RI | 02906 | NONE | PRESERVATION | $12,000 | ||||
| THE OTHER SIDE ACADEMY | ||||||||||
| 667 E 100 S | SALT LAKE CITY | UT | 84102 | NONE | HUMANITARIAN | $40,000 | ||||
| THIS IS THE PLACE FOUNDATION | ||||||||||
| 2601 EAST SUNNYSIDE AVENUE | SALT LAKE CITY | UT | 84108 | NONE | EDUCATION & HISTORICAL | $50,000 | ||||
| TUACAHN FOUNDATION | ||||||||||
| 1100 TUACAHN DRIVE | IVINS | UT | 84738 | NONE | ARTS | $10,000 | ||||
| UNIVERSITY OF UTAH | ||||||||||
| 540 ARAPEEN DRIVE SUITE 250 | SALT LAKE CITY | UT | 84108 | NONE | EDUCATION | $176,000 | ||||
| UTAH COALITION AGAINST PORNOGRAPHY | ||||||||||
| PO BOX 2573 | SALT LAKE CITY | UT | 84110 | NONE | EDUCATION | $10,000 | ||||
| UTAH FOOD BANK | ||||||||||
| 3150 SOUTH 900 WEST | SALT LAKE CITY | UT | 84119 | NONE | HUMANITARIAN | $10,000 | ||||
| UTAH FOUNDATION FOR YOUTH | ||||||||||
| 150 SOUTH STATE STREET SUITE 444 | SALT LAKE CITY | UT | 84111 | NONE | EDUCATION | $22,500 | ||||
| UTAH JOB OPPORTUNITIES FOUNDATION | ||||||||||
| 201 S MAIN ST STE 2300 | SALT LAKE CITY | UT | 84111 | NONE | HUMANITARIAN | $10,000 | ||||
| UTAH OLYMPIC LEGACY FOUNDATION | ||||||||||
| 3419 OLYMPIC PARKWAY | PARK CITY | UT | 84098 | NONE | ATHLETICS | $2,000 | ||||
| UTAH STATE UNIVERSITY | ||||||||||
| 3500 OLD MAIN HILL | LOGAN | UT | 84322 | NONE | EDUCATION | $25,000 | ||||
| UTAH SYMPHONY & OPERA | ||||||||||
| 123 WEST SOUTH TEMPLE | SALT LAKE CITY | UT | 84101 | NONE | ARTS | $40,000 | ||||
| UTAH TECH UNIVERSITY | ||||||||||
| 225 SOUTH 700 EAST | ST GEORGE | UT | 84770 | NONE | EDUCATION | $20,000 | ||||
| UTAH VALLEY REFUGEES | ||||||||||
| 125 E 300 S STE 201 202 | PROVO | UT | 84606 | NONE | HUMANITARIAN | $10,000 | ||||
| UTAH YOUTH ORCHESTRA & ENSEMBLES | ||||||||||
| PO BOX 58168 | SALT LAKE CITY | UT | 84158 | NONE | ARTS | $10,000 | ||||
| UTAH YOUTH VILLAGE | ||||||||||
| 5800 SOUTH HIGHLAND DRIVE | SALT LAKE CITY | UT | 84121 | NONE | HUMANITARIAN | $60,000 | ||||
| UTAH ZOOLOGICAL SOCIETY | ||||||||||
| 2600 SUNNYSIDE AVE | SALT LAKE CITY | UT | 84108 | NONE | HUMANITARIAN | $5,000 | ||||
| UTAHS FIRST LADY FOUNDATION | ||||||||||
| 603 EAST SOUTH TEMPLE | SALT LAKE CITY | UT | 84102 | NONE | EDUCATION | $10,000 | ||||
| WASHINGTON COUNTY SCHOOL DISTRICT FOUNDATION | ||||||||||
| 121 WEST TABERNACLE | ST GEORGE | UT | 84770 | NONE | EDUCATION | $5,000 | ||||
| WEST HIGH ALUMNI ASSOCIATION | ||||||||||
| 241 N 300 W RM 215 | SALT LAKE CITY | UT | 84103 | NONE | EDUCATION | $10,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,740,218 | 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 | $210,593 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,024,359 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $107 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$18,035 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,217,024 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,217,024 | 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/TAX PREPARATION | CategoryTxt |
| Amt | $2,926 | Amt |
| Net Investment Income | $1,463 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,463 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | UTAH ATTORNEY GENERAL DOES NOT REQUIRE A COPY. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PUBLICLY TRADED SECURITIES | $59,912,486 | $106,527,125 |
| MBS SECURITIES | $2,186,903 | $2,186,903 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MBS PMTS RECEIVABLE | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $24,436 | BookValueAmt |
| EOYFMV | $24,436 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIVIDENDS RECEIVABLE | $39,252 | $33,209 | $33,209 |
| FEDERAL ESTIMATED TAX PAYMENTS | $2,705 | $8,624 | $8,624 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS | $458 | $229 | $229 |
| BANK EXPENSES | $275 | $138 | $137 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Revenue And Expenses Per Books | $107 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $107 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $107 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $15,802 | $7,901 | $7,901 |
| ADMINISTRATION FEES | $34,250 | $17,125 | $17,125 |
| ADMINISTRATION FEES | $60,000 | $30,000 | $30,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAXES | $30,081 | $0 | $0 |
| FOREIGN INCOME TAX WITHHELD | $9,771 | $9,771 | $0 |
Comments