UTAH 1033 FOUNDATION: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
UTAH 1033 FOUNDATION (EIN 27-4096784)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-13
IRS object ID
202241339349305844
Schema version
2021v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-05-13T14:36:45-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN270009934PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MOUNTAIN TAX INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11821 SIDEWINDER DR STE 3AddressLine1Txt
CityPARK CITYCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84060ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN274096784EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UTAH 1033 FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlUTAHBusinessNameControlTxt
Phone8018101033PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 4522AddressLine1Txt
CityPARK CITYCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84060ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID KAUFMANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8018101033PhoneNum
Signature2022-05-07SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDAVIDPersonFirstNm
Person LastKAUFMANPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBONNIE B DANILOFFPreparerPersonNm
PTINP00245727PTIN
Phone4356580300PhoneNum
Preparation2022-05-13PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1UTAH 1033 FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerTORE STEENPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 4522AddressLine1Txt
CityPARK CITYCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84060ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$247,040GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.UTAH1033.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Activity Or MissionTHE UTAH 1033 FOUNDATION RAISES MONEY TO PROVIDE IMMEDIATE FINANCIAL ASSISTANCE TO THE FAMILIES OF FALLEN UTAH POLICE OFFICERS AND SCHOLARSHIPS TO THE CHILDREN OF ALL UTAH POLICE OFFICERS.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee1TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$182,572PYContributionsGrantsAmt
CY Contributions Grants$247,040CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
CY Investment Income$0CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$182,572PYTotalRevenueAmt
CY Total Revenue$247,040CYTotalRevenueAmt
PY Grants And Similar Paid$38,680PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$15,000CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$65,778PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$65,884CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$29,576CYTotalFundraisingExpenseAmt
PY Other Expenses$9,829PYOtherExpensesAmt
CY Other Expenses$9,615CYOtherExpensesAmt
PY Total Expenses$114,287PYTotalExpensesAmt
CY Total Expenses$90,499CYTotalExpensesAmt
PY Revenues Less Expenses$68,285PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$156,541CYRevenuesLessExpensesAmt
Total Assets BOY$324,789TotalAssetsBOYAmt
Total Assets EOY$477,330TotalAssetsEOYAmt
Total Liabilities BOY$4,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$320,789NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$477,330NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE UTAH 1033 FOUNDATION RAISES MONEY TO PROVIDE IMMEDIATE FINANCIAL ASSISTANCE TO THE FAMILIES OF FALLEN UTAH POLICE OFFICERS AND SCHOLARSHIPS TO THE CHILDREN OF ALL UTAH POLICE OFFICERS.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
DescSEE OTHERDesc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$43,476ExpenseAmt
Grant$15,000GrantAmt
DescRAISES MONEY TO PROVIDE IMMEDIATE FINANCIAL ASSISTANCE TO THE FAMILIES OF FALLEN UTAH POLICE OFFICERS AND SCHOLARSHIPS TO THE CHILDREN OF ALL UTAH POLICE OFFICERS.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$43,476TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$15,000TotalOtherProgSrvcGrantAmt
Total Program Service Expenses$43,476TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredfalseScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee1EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonDAVID KAUFMANPersonNm
Phone8018101033PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 4522AddressLine1Txt
CityPARK CITYCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84068ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per WeekAverageHoursPerWeekRt
TORE STEEN
CHAIRMANYes (X)$0$0$0
DAVE EDMUNDS
DIRECTORYes (X)$0$0$0
WADE CARPENTER
DIRECTORYes (X)$0$0$0
TERRY KEEFE
DIRECTORYes (X)$0$0$0
STEPHEN TAYLOR
DIRECTORYes (X)$0$0$0
DAVID KAUFMAN
PRESIDENTYes (X)$60,000$0$040.00
FieldValueIRS element (for citing)
Total Reportable Comp From Org$60,000TotalReportableCompFromOrgAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$247,040AllOtherContributionsAmt
Total Contributions$247,040TotalContributionsAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$247,040TotalRevenueColumnAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$15,000TotalAmt
Program Services$15,000ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$65,884TotalAmt
Program Services$25,836ProgramServicesAmt
Management And General$14,212ManagementAndGeneralAmt
Fundraising$25,836FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$2,490TotalAmt
Management And General$2,490ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$933TotalAmt
Program Services$441ProgramServicesAmt
Management And General$52ManagementAndGeneralAmt
Fundraising$440FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$2,297TotalAmt
Program Services$447ProgramServicesAmt
Management And General$307ManagementAndGeneralAmt
Fundraising$1,543FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,526TotalAmt
Program Services$762ProgramServicesAmt
Fundraising$764FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$440TotalAmt
Program Services$219ProgramServicesAmt
Fundraising$221FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,929TotalAmt
Program Services$771ProgramServicesAmt
Management And General$386ManagementAndGeneralAmt
Fundraising$772FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$90,499TotalAmt
Program Services$43,476ProgramServicesAmt
Management And General$17,447ManagementAndGeneralAmt
Fundraising$29,576FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$300,728BOYAmt
EOY$462,210EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$24,061BOYAmt
EOY$15,120EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$324,789BOYAmt
EOY$477,330EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$4,000BOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,000BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$211,209BOYAmt
EOY$342,750EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$109,580BOYAmt
EOY$134,580EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$320,789BOYAmt
EOY$477,330EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$324,789BOYAmt
EOY$477,330EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$156,541ReconcilationRevenueExpnssAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$210,896CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$202,594CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$179,341CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$182,572CurrentTaxYearMinus1YearAmt
Current Tax Year$247,040CurrentTaxYearAmt
Total$1,022,443TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$210,896CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$202,594CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$179,341CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$182,572CurrentTaxYearMinus1YearAmt
Current Tax Year$247,040CurrentTaxYearAmt
Total$1,022,443TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$1,022,443PublicSupportTotal509Amt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$210,896CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$202,594CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$179,341CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$182,572CurrentTaxYearMinus1YearAmt
Current Tax Year$247,040CurrentTaxYearAmt
Total$1,022,443TotalAmt
FieldValueIRS element (for citing)
Public Support CY5091.00000PublicSupportCY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct
Investment Income PY0.00000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedfalseGrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)

Grant TypeGrantTypeTxtCash GrantCashGrantAmt
AFTON BEESLEY$5,000
ANNA BARFUSS$5,000
SAVANAH HIGLEY$5,000

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 2, PART III, LINE 4DRAISES MONEY TO PROVIDE IMMEDIATE FINANCIAL ASSISTANCE TO THE FAMILIES OF FALLEN UTAH POLICE OFFICERS AND SCHOLARSHIPS TO THE CHILDREN OF ALL UTAH POLICE OFFICERS.
FORM 990, PAGE 6, PART VI, LINE 11BNO REVIEW WAS OR WILL BE CONDUCTED.
FORM 990, PAGE 6, PART VI, LINE 19UPON REQUEST

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