NEBEKER FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- NEBEKER FAMILY FOUNDATION (EIN 87-0609294)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-10-27
- IRS object ID
- 202213009349100811
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-27T13:33:37-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 870303946 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5929 FASHION POINT DR STE 300 | AddressLine1Txt |
| City | OGDEN | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 844034684 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 870609294 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEBEKER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NEBE | BusinessNameControlTxt |
| Phone | 8016212440 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1750 KERSHAW | AddressLine1Txt |
| City | OGDEN | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84403 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROLYN NEBEKER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8016212440 | PhoneNum |
| Signature | 2022-08-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CAROLYN | PersonFirstNm |
| Person Last | NEBEKER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC C JOHNSON CPA | PreparerPersonNm |
| PTIN | P00243603 | PTIN |
| Phone | 8016211575 | PhoneNum |
| Preparation | 2022-08-01 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | 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 | $702,500 | 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 | $10 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $9,158 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,158 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $101,429 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $380,992 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $101,429 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $110,597 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $110,587 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $900 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $900 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $8,886 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,886 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $350 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,046 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,791 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $905 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $82,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $82,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $93,896 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,791 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $83,755 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $16,701 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $100,796 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Corporate Stock BOY | $562,633 | CorporateStockBOYAmt |
| Corporate Stock EOY | $585,874 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $702,407 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $146 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $93 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $93 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $562,779 | TotalAssetsBOYAmt |
| Total Assets EOY | $585,967 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $702,500 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $22,484 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $28,971 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $22,484 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $28,971 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $540,295 | RetainedEarningBOYAmt |
| Retained Earning EOY | $556,996 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $540,295 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $556,996 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $562,779 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $585,967 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $540,295 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $16,701 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $556,996 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $556,996 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | $133,489 | $108,601 | $24,888 | $24,888 | |
| WELLS FARGO ADVISORS | $242,578 | $170,962 | $71,616 | $71,616 | |
| CAPITAL GAINS DIVIDENDS | $4,925 | $4,925 | $4,925 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $101,429 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,401 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,401 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,401 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $520 | 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 | $520 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $881 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | UT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CAROLYN RICH NEBEKER | IndividualWithBooksNm |
| Phone | 8016212440 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1750 KERSHAW | AddressLine1Txt |
| City | OGDEN | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CAROLYN R NEBEKER | ||||||||
| 1750 KERSHAW | OGDEN | UT | 84403 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JONATHAN R NEBEKER | ||||||||
| 1307 3RD AVENUE | SALT LAKE CITY | UT | 84103 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| JASON R NEBEKER | ||||||||
| 1739 CANONERO DRIVE | AUSTIN | TX | 78746 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| MICHAEL R NEBEKER | ||||||||
| 2752 EAST 3025 NORTH | LAYTON | UT | 84040 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| ADAM R NEBEKER | ||||||||
| 2772 EAST 3025 NORTH | LAYTON | UT | 84040 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $703,347 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,684 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $712,031 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $712,031 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,680 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $701,351 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $35,068 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $35,068 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,401 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,401 | TotalTaxAmt |
| Distributable Before Adj | $33,667 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $33,667 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $33,667 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $83,755 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $83,755 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $33,667 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $35,703 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $21,375 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $37,977 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $48,382 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $41,807 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $185,244 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $83,755 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $33,667 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $50,088 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $235,332 | 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 | $35,703 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $199,629 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $21,375 | ExcessFromYear4Amt |
| Excess From Year3 | $37,977 | ExcessFromYear3Amt |
| Excess From Year2 | $48,382 | ExcessFromYear2Amt |
| Excess From Year1 | $41,807 | ExcessFromYear1Amt |
| Excess From Current Year | $50,088 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CAROLYN R NEBEKER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMERS & DEMENTIA SOCIETY | |||||||
| 168 N 100 EAST SUITE 104 | ST GEORGE | UT | 84770 | N/A | PC | GENERAL CHARITABLE PURPOSES | $1,000 |
| BALLET WEST | |||||||
| 52 W 200 S | SALT LAKE CITY | UT | 84101 | N/A | PC | GENERAL CHARITABLE PURPOSES | $2,000 |
| BEAR LAKE WATCH | |||||||
| 4544 US HIGHWAY 89 | FISH HAVEN | ID | 83287 | N/A | PC | GENERAL CHARITABLE PURPOSES | $5,000 |
| BRIGHAM YOUNG UNIVERSITY | |||||||
| 341 E CAMPUS DR | PROVO | UT | 84602 | N/A | PC | GENERAL CHARITABLE PURPOSES | $1,500 |
| ECCLES COMMUNITY ART CENTER | |||||||
| 2580 JEFFERSON AVENUE | OGDEN | UT | 84401 | N/A | PC | GENERAL CHARITABLE PURPOSES | $6,000 |
| ELIZABETH STEWART TREEHOUSE MUSEUM | |||||||
| 347 22ND ST | OGDEN | UT | 84401 | N/A | PC | GENERAL CHARITABLE PURPOSES | $1,000 |
| FAMILY PROMISE OF OGDEN | |||||||
| PO BOX 13818 | OGDEN | UT | 84412 | N/A | PC | GENERAL CHARITABLE PURPOSES | $1,000 |
| FRATERNAL ORDER OF POLICE | |||||||
| PO BOX 13000 | OGDEN | UT | 84404 | N/A | PC | GENERAL CHARITABLE PURPOSES | $500 |
| GOVERNORS MANSION FOUNDATION | |||||||
| 603 E SOUTH TEMPLE | SALT LAKE CITY | UT | 84102 | N/A | PC | GENERAL CHARITABLE PURPOSES | $1,000 |
| HILLSDALE COLLEGE | |||||||
| 33 E COLLEGE ST | HILLSDALE | MI | 49242 | N/A | PC | GENERAL CHARITABLE PURPOSES | $1,000 |
| HUNTSMAN CANCER FOUNDATION | |||||||
| 500 HUNTSMAN WAY | SALT LAKE CITY | UT | 84108 | N/A | PC | GENERAL CHARITABLE PURPOSES | $500 |
| INTERNATIONAL LANGUAGE PROGRAM | |||||||
| 508 EAST 800 NORTH 3D | OREM | UT | 84097 | N/A | PC | GENERAL CHARITABLE PURPOSES | $500 |
| MIDTOWN HEALTH CARE CENTER | |||||||
| 2253 STATE ST | SALT LAKE CITY | UT | 84115 | N/A | PC | GENERAL CHARITABLE PURPOSES | $500 |
| MORMON BATTALION ASSOCIATION | |||||||
| 8610 PRESIDENT PL NE | ALBUQUERQUE | NM | 87113 | N/A | PC | GENERAL CHARITABLE PURPOSES | $1,000 |
| OGDEN CONTEMPORARY ARTS | |||||||
| 2444 WASHINGTON BLVD | OGDEN | UT | 84401 | N/A | PC | GENERAL CHARITABLE PURPOSES | $2,000 |
| OGDEN NATURE CENTER | |||||||
| 966 WEST 12TH STREET | OGDEN | UT | 84404 | N/A | PC | GENERAL CHARITABLE PURPOSES | $500 |
| OGDEN SCHOOL FOUNDATION | |||||||
| 1950 MONROE BLVD | OGDEN | UT | 84401 | N/A | PC | GENERAL CHARITABLE PURPOSES | $6,100 |
| OGDEN SURGICAL SOCIETY | |||||||
| PO BOX 9311 | OGDEN | UT | 84409 | N/A | PC | GENERAL CHARITABLE PURPOSES | $500 |
| PRESERVATION UTAH | |||||||
| 375 N CANYON RD | SALT LAKE CITY | UT | 84103 | N/A | PC | GENERAL CHARITABLE PURPOSES | $1,000 |
| THE CHURCH OF JESUS CHRIST OF LATTER-DAY SAINTS | |||||||
| 50 E NORTH TEMPLE | SALT LAKE CITY | UT | 84150 | N/A | PC | GENERAL CHARITABLE PURPOSES | $28,200 |
| UNITED WAY | |||||||
| 2955 HARRISON BLVD | OGDEN | UT | 84403 | N/A | PC | GENERAL CHARITABLE PURPOSES | $1,000 |
| UNIVERSITY OF UTAH | |||||||
| 201 PRESIDENTS CIR | SALT LAKE CITY | UT | 84112 | N/A | PC | GENERAL CHARITABLE PURPOSES | $2,500 |
| UTAH FESTIVAL OPERA COMPANY | |||||||
| 59 SOUTH 100 WEST | LOGAN | UT | 84321 | N/A | PC | GENERAL CHARITABLE PURPOSES | $5,000 |
| UTAH SHAKESPEARAN FESTIVAL | |||||||
| 1912 SIDEWINDER DR 207 | PARK CITY | UT | 84060 | N/A | PC | GENERAL CHARITABLE PURPOSES | $1,500 |
| WEBER COUNTY HERITAGE FOUNDATION | |||||||
| 2580 JEFFERSON AVENUE | OGDEN | UT | 84401 | N/A | PC | GENERAL CHARITABLE PURPOSES | $250 |
| WEBER COUNTY MEDICAL SOCIETY FOUNDATION | |||||||
| 3939 HARRISON BLVD 39 | OGDEN | UT | 84403 | N/A | PC | GENERAL CHARITABLE PURPOSES | $200 |
| WEBER SCHOOL FOUNDATION | |||||||
| 5320 ADAMS AVE | OGDEN | UT | 84405 | N/A | PC | GENERAL CHARITABLE PURPOSES | $1,000 |
| WEBER STATE UNIVERSITY | |||||||
| 3885 W CAMPUS DR | OGDEN | UT | 84403 | N/A | PC | GENERAL CHARITABLE PURPOSES | $10,000 |
| WEST HIGH SCHOOL | |||||||
| 241 N 300 W | SALT LAKE CITY | UT | 84103 | N/A | PC | GENERAL CHARITABLE PURPOSES | $100 |
| YCC - YOUR COMMUNITY CONNECTION | |||||||
| 2261 ADAMS AVE | OGDEN | UT | 84401 | N/A | PC | GENERAL CHARITABLE PURPOSES | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $82,850 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,158 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $101,429 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $110,587 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $110,587 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,800 | Amt |
| Net Investment Income | $900 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $900 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (86 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADOBE SYSTEMS INC | $1,387 | $1,701 |
| AERCAP HOLDINGS | $2,825 | $2,878 |
| AIRBUS SE | $1,248 | $1,308 |
| ALLEGHANY CORP | $1,622 | $2,003 |
| ALLISON TRANSMISSION HOLDINGS | $1,678 | $1,527 |
| ALLSPRING CORE BOND FUND | $28,162 | $27,471 |
| ALNYLAM PHARMACEUTICALS | $1,064 | $1,357 |
| ALPHABET INC | $3,694 | $5,794 |
| AMAZON | $9,077 | $10,003 |
| AMERICAN CENTURY FDS SMALL CAP CALUE | $68,208 | $65,607 |
| AMERICAN EXPRESS | $1,097 | $1,636 |
| AMERICAN TOWER CORP | $1,330 | $1,755 |
| AMPHENOL CORP | $1,331 | $2,274 |
| ANALOG DEVICES | $738 | $1,055 |
| ANHEUSER BUSCH | $4,312 | $4,541 |
| APPLE INC | $2,607 | $7,636 |
| APTARGROUP INC | $2,615 | $2,205 |
| ARMSTRONG WORLD | $2,510 | $3,484 |
| BALL CORP | $2,236 | $2,599 |
| BLACK KNIGHT | $1,851 | $2,652 |
| BRISTOL MYERS SQUIBB | $594 | $748 |
| BROADCOM INC | $277 | $665 |
| BROWN-FORMAN CORP | $1,641 | $1,749 |
| CARGURUS INC | $1,338 | $1,379 |
| CARMAX | $4,161 | $6,512 |
| CARRIER GLOBAL CORP | $142 | $271 |
| CATERPILLAR | $594 | $827 |
| CHENIERE ENERGY INC | $2,420 | $4,665 |
| CHURCHILL DOWNS INC | $2,502 | $2,650 |
| CINCINNATI FINCL CORP | $2,061 | $3,418 |
| CITRIX SYSTEMS | $2,822 | $1,892 |
| COMCAST CORP | $701 | $906 |
| COPART INC | $1,868 | $4,397 |
| CROWN CASTLE INTERNATIONAL | $1,463 | $1,879 |
| DANAHER CORP | $715 | $1,645 |
| DIAGEO PLC | $538 | $660 |
| DISNEY | $1,170 | $1,239 |
| DOLLAR TREE STORES | $2,012 | $3,091 |
| ENTEGRIS INC | $2,344 | $4,712 |
| GENL DYNAMICS | $811 | $1,251 |
| GOLDMAN SACHS ETF TR | $34,681 | $45,001 |
| GOLDMAN SACHS GROUP | $1,504 | $2,678 |
| HAEMONETICS CORP MASS | $1,573 | $690 |
| HANCOCK JOHN CAP SER | $34,931 | $35,619 |
| HASBRO INC | $1,306 | $1,730 |
| INVESCO DEVELOPING MARKETS | $57,588 | $64,940 |
| ISHARES CORE MSCI | $32,960 | $41,127 |
| ISHARES CORE S&P 500 | $45,806 | $67,733 |
| ISHARES INC CORE MSCI | $44,729 | $52,856 |
| ISHARES RUSSELL 2000 | $27,477 | $28,029 |
| JPMORGAN CHASE | $2,260 | $3,167 |
| KLA CORP | $863 | $1,720 |
| LAMB WESTON HOLDINGS | $2,967 | $2,852 |
| LENNAR CORPORATION | $3,034 | $6,156 |
| LIBERTY MEDIA | $1,400 | $3,225 |
| LOCKHEED MARTIN CORP | $2,146 | $2,132 |
| LYONDELLBASELL | $718 | $830 |
| M&T BANK CORP | $1,971 | $2,457 |
| META PLATFORMS INC | $3,645 | $6,054 |
| MODERNA INC | $1,741 | $2,032 |
| MOELIS & CO | $1,483 | $2,813 |
| MORGAN STANLEY | $2,031 | $4,123 |
| NEWMARKET CORP | $2,086 | $1,714 |
| OLD DOMINION FREIGHT | $1,327 | $2,867 |
| OTIS WORLDWIDE CORP | $2,608 | $3,483 |
| PERRIGO CO | $2,175 | $1,556 |
| PIMCO COMMODITY REAL RETURN | $7,101 | $7,389 |
| PIMCO FDS PAC INVT | $13,785 | $13,543 |
| POLARIS INC | $1,016 | $1,209 |
| POST HOLDINGS | $3,031 | $3,495 |
| RAYTHEON TECHNOLOGIES | $362 | $430 |
| SENSATA TECHNOLOGIES | $1,232 | $1,851 |
| SKYWORKS SOLUTIONS | $2,374 | $2,793 |
| STATE STR CORP | $946 | $1,395 |
| STERIS PLC | $2,011 | $2,921 |
| STORE CAPITAL CORP | $1,499 | $2,133 |
| SYNCHRONY FINANCIAL | $716 | $928 |
| T ROWE PRICE INTL | $53,451 | $62,962 |
| UNIFIRST CORP | $2,406 | $2,314 |
| UNION PACIFIC | $1,456 | $2,015 |
| UNITEDHEALTH GROUP | $1,671 | $3,013 |
| VISA | $318 | $867 |
| VULCAN MATERIALS COMPANY | $2,220 | $3,944 |
| WALMART INC | $2,240 | $2,315 |
| WELLS FARGO | $808 | $1,439 |
| WORKDAY INC | $2,455 | $3,825 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | DIVIDENDS RECEIVABLE | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $93 | BookValueAmt |
| EOYFMV | $93 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LICENSES | Desc |
| Revenue And Expenses Per Books | $10 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $5 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHECKS-IN-EXCESS | Desc |
| BOY Book Value | $22,484 | BOYBookValueAmt |
| EOY Book Value | $28,971 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKER FEES | CategoryTxt |
| Amt | $8,886 | Amt |
| Net Investment Income | $8,886 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $350 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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