JNF FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- JNF FOUNDATION (EIN 26-0523149)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-13
- IRS object ID
- 202231339349102638
- Schema version
- 2021v4.2
- 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 Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-13T10:38:31-00:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | % Susan Warburton | InCareOfNm |
| Business Name Control | JNFF | BusinessNameControlTxt |
| Phone | 8019878946 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1968 Lincoln Lane APT 2A | AddressLine1Txt |
| City | Salt Lake City | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84124 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Katherine McCabe | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Phone | 8018975390 | PhoneNum |
| Signature | 2022-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Katherine | PersonFirstNm |
| Person Last | McCabe | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Paul W Jones | PreparerPersonNm |
| PTIN | P00566041 | PTIN |
| Phone | 8019305101 | PhoneNum |
| Preparation | 2022-05-13 | 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 | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,582,455 | 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 | $434,632 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $46,162 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $46,162 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $97,679 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,002,114 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $97,679 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $578,476 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $143,844 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $53,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $3,492 | LegalFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $24,026 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $24,026 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $24,026 | OtherProfFeesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $80,518 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,026 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $24,026 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $503,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $503,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $583,518 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,026 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $24,026 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $503,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,042 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $119,818 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $221,741 | CashBOYAmt |
| Cash EOY | $252,418 | CashEOYAmt |
| Cash EOYFMV | $252,418 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,105,796 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,330,037 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,330,037 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $2,327,537 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,582,455 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,582,455 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,327,537 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,582,455 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,327,537 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,582,455 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,327,537 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,582,455 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,327,537 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,042 | ExcessRevenueOverExpensesAmt |
| Other Increases | $259,960 | OtherIncreasesAmt |
| Subtotal | $2,582,455 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,582,455 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| JPMOrgan Fund Income I | P | 2021-05-28 | 2021-06-03 | $665 | $665 | ||
| JPMorgan ETF Trust Inernational Bond Opp | P | 2021-03-19 | 2021-06-03 | $2,974 | $2,977 | -$3 | -$3 |
| SPDR Series Trust Port | P | 2021-06-01 | 2021-06-03 | $140 | $100 | $40 | $40 |
| TCW Funds Total Ret Bond | P | 2021-01-01 | 2021-10-15 | $98,595 | $98,144 | $451 | $451 |
| TCW Funds Total Ret Bond | P | 2021-01-01 | 2021-06-03 | $7,736 | $7,958 | -$205 | -$205 |
| TCW Funds Total Ret Bond | P | 2021-01-01 | 2021-10-15 | $1,640 | $1,644 | -$4 | -$4 |
| First Tr Exchange Traded FUN | P | 2020-01-01 | 2021-10-15 | $31,781 | $28,118 | $3,663 | $3,663 |
| ISHARES Trust CRE U S REIT ETF | P | 2018-07-19 | 2021-06-03 | $4,763 | $3,990 | $773 | $773 |
| ISHARES Trust MSCI EAFE | P | 2018-04-09 | 2021-06-03 | $18,415 | $18,038 | $377 | $377 |
| ISHARES Trust MSCI EAFE | P | 2020-01-01 | 2021-10-15 | $176,651 | $169,464 | $7,187 | $7,187 |
| JPMORGAN FUNDS INCOME I | P | 2020-01-01 | 2021-06-03 | $48,426 | $48,644 | -$218 | -$218 |
| JPMORGAN FUND HEDGED EQTY | P | 2020-01-01 | 2021-06-03 | $132,922 | $101,851 | $31,071 | $31,071 |
| JPMORGAN FUND HEDGED EQTY | P | 2020-01-01 | 2021-10-15 | $9,710 | $7,247 | $2,463 | $2,463 |
| JP Morgan Trust International Bond Opp | P | 2020-03-05 | 2021-06-03 | $103 | $101 | $2 | $2 |
| JPMorgan ETF Trust High YLD Research ETF | P | 2020-01-01 | 2021-10-15 | $7,627 | $7,316 | $311 | $311 |
| SPDR Seeries Trust Portfolio S P | P | 2020-01-01 | 2021-06-03 | $13,773 | $9,255 | $4,518 | $4,518 |
| SPDR Series Trust Portfolio SP | P | 2020-01-01 | 2021-10-15 | $7,251 | $5,408 | $1,843 | $1,843 |
| SPDR SEries Trust Portfolo SP 500 ETF | P | 2020-01-01 | 2021-06-03 | $48,195 | $32,900 | $15,295 | $15,295 |
| SPDR SEries Trust Portfolo SP 500 ETF | P | 2020-01-01 | 2021-10-15 | $49,227 | $31,119 | $18,108 | $18,108 |
| SPDR Portfolio SP 600 SM ETF | P | 2018-07-19 | 2021-06-03 | $18,928 | $14,260 | $4,668 | $4,668 |
| SPDR Portfolio SP 600 SM ETF | P | 2018-07-19 | 2021-10-15 | $7,362 | $5,564 | $1,798 | $1,798 |
| TCW Funds Total REt Bond | P | 2020-01-01 | 2021-10-15 | $29,298 | $28,055 | $1,243 | $1,243 |
| TCW Funds Total REt Bond I | P | 2020-01-01 | 2021-06-03 | $66,804 | $67,282 | -$478 | -$478 |
| TCW Funds Total REt Bond I | P | 2020-01-01 | 2021-10-15 | $219,128 | $214,352 | $4,776 | $4,776 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $97,679 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $279 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,665 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,665 | SubtotalAmt |
| Tax Based On Investment Income | $1,665 | TaxBasedOnInvestmentIncomeAmt |
| Es Penalty | $14 | EsPenaltyAmt |
| Tax Due | $1,679 | 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 | S Warburton | IndividualWithBooksNm |
| Phone | 8016605426 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1968 Lincoln Lane Apt 2A | AddressLine1Txt |
| City | Salt Lake City | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 841242753 | 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 | $49,000 |
| Kaira Bennee | ||||||
| 4130 Achilles Dr | Salt Lake City | UT | 84124 | Director | 016.00 | $1,000 |
| Cameron Bennee | ||||||
| 5670 Crown Pointe Dr | Murray | UT | 84107 | Director | 002.00 | $1,000 |
| Lisa Viehweg | ||||||
| 1968 E Lincoln Lane 1B | Holladay | UT | 84124 | Director | 002.00 | $1,000 |
| Kathy McCabe | ||||||
| 1914 Millicent Dr | Salt Lake City | UT | 84108 | Director | 002.00 | $1,000 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Money donations to charitable organizations - see page 11. | Description1Txt |
| Expenses1 | $503,000 | Expenses1Amt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $1,665 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,665 | TotalTaxAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $503,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $503,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $233,420 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $203,300 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $229,000 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $223,000 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $186,000 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,074,720 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $503,000 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $503,000 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,577,720 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $233,420 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,344,300 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $203,300 | ExcessFromYear4Amt |
| Excess From Year3 | $229,000 | ExcessFromYear3Amt |
| Excess From Year2 | $223,000 | ExcessFromYear2Amt |
| Excess From Year1 | $186,000 | ExcessFromYear1Amt |
| Excess From Current Year | $503,000 | ExcessFromCurrentYearAmt |
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 (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Africa is Life Changing | |||||||
| 1192 E Draper Pkwy Ste 225 | Draper | UT | 84020 | None | PC | General Charitable Purposes | $40,000 |
| Best Seat in the House Foundation | |||||||
| 1570 E 8600 S | Sandy | UT | 84093 | None | PC | General Charitable Purposes | $10,000 |
| Child Fund International | |||||||
| 2821 EMERYWOOD PARKWAY | Richmond | VA | 23294 | None | PC | General Charitable Purposes | $1,000 |
| First Step House | |||||||
| 411 N Grant Street | Salt Lake City | UT | 84116 | None | PC | General Charitable Purposes | $45,000 |
| Flourish Bakery aka Flourish Venturees | |||||||
| 752 W CENTER ST | Midvale | UT | 84047 | None | PC | General Charitable Purposes | $5,000 |
| Holladay Arts CouncilCity of Holladay | |||||||
| 4580 South 2300 East | Holladay | UT | 84117 | None | GOV | General Charitable Purposes | $10,000 |
| One Heart World Wid | |||||||
| 3630 California Ave Suite 100 | Salt Lake City | UT | 84104 | None | PC | General Charitable Purposes | $5,000 |
| Passionate Wings | |||||||
| 8028 S 6170 W | West Jordan | UT | 84081 | None | PC | General Charitable Purposes | $5,000 |
| Pillows for Prisioners | |||||||
| 2810 HERMOSA WAY | Salt Lake City | UT | 84124 | None | PC | General Charitable Purposes | $5,000 |
| Raise the Future | |||||||
| 1325 S COLORADO BLVD STE B700 | Denver | CO | 80222 | None | PC | General Charitable Purposes | $25,000 |
| Second Grace Foundation | |||||||
| 7654 S 1000 E | Midvale | UT | 84047 | None | PC | General Charitable Purposes | $100,000 |
| Soap 2 Hope | |||||||
| 1540 Main Street | Salt Lake City | UT | 84115 | None | PC | General Charitable Purposes | $5,000 |
| School of Addition Recover (SOAR) | |||||||
| 3075 Grant Ave | Ogden | UT | 84401 | None | PC | General Charitable Purposes | $5,000 |
| South Utah Valley Animal Shelter | |||||||
| 582 W 3000 N St | Spanish Fork | UT | 84660 | None | PC | General Charitable Purposes | $1,000 |
| The Road Home | |||||||
| 1415 S Main Street | Salt Lake City | UT | 84115 | None | PC | General Charitable Purposes | $10,000 |
| UNICEF | |||||||
| 125 Maiden Lane | New Yord | NY | 10038 | None | PC | General Charitable Purposes | $1,000 |
| USARA | |||||||
| 180 E 2100 S Ste 100 | Salt Lake City | UT | 84115 | None | PC | General Charitable Purposes | $50,000 |
| Utah Food Bank | |||||||
| 3150 South 900 West | Salt Lake City | UT | 84119 | None | PC | General Charitable Purposes | $30,000 |
| Utah Legal Service | |||||||
| 205 N 400 W | Salt Lake City | UT | 84103 | None | PC | General Charitable Purposes | $10,000 |
| Visual Art Institute | |||||||
| 2901 Highland Drive | Salt Lake City | UT | 84106 | None | PC | General Charitable Purposes | $10,000 |
| Volunteers of America | |||||||
| 432 West Bearcat Drive | Salt Lake City | UT | 84115 | None | PC | General Charitable Purposes | $10,000 |
| Wasatch Community Gardens | |||||||
| 629 East 800 South | Salt Lake City | UT | 84124 | None | PC | General Charitable Purposes | $10,000 |
| Verde Valley Santuary | |||||||
| PO Box 595 | Secona | AZ | 86339 | None | PC | General Charitable Purposes | $100,000 |
| Canine for a Causes | |||||||
| 4050 S 2700 E | Holladay | UT | 84117 | None | PC | General Charitable Purposes | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $503,000 | 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 |
| Exclusion | $3 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $46,162 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $97,679 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $143,844 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $143,844 | 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 | James and Norma Fosgate | 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 | $434,362 | 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 | $3,492 | LegalFeesAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Appreciation in market value of securities | Desc |
| Amt | $259,960 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Advisory Fees | CategoryTxt |
| Amt | $24,026 | Amt |
| Net Investment Income | $24,026 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $24,026 | AdjustedNetIncomeAmt |
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