STERLING AND SHELLI GARDNER FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
STERLING AND SHELLI GARDNER FOUNDATION (EIN 87-0686202)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-15
IRS object ID
202213199349105861
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)
Return2022-11-15T14:54:50-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN275169784PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COOPER SAVAS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16405 SOUTH 3000 EAST 201AddressLine1Txt
CitySALT LAKE CITYCityNm
State AbbreviationUTStateAbbreviationCd
ZIP841216990ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN870686202EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1STERLING &SHELLI GARDNER FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSTERBusinessNameControlTxt
Phone8014532080PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1610 WESTFIELD ROADAddressLine1Txt
CityALPINECityNm
State AbbreviationUTStateAbbreviationCd
ZIP840041501ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTERLING GARDNERPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8014532080PhoneNum
Signature2022-11-01SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSTERLINGPersonFirstNm
Person LastGARDNERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES C SAVASPreparerPersonNm
PTINP00162171PTIN
Phone8014532080PhoneNum
Preparation2022-11-02PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,674,974FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$174InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$174InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$67,799DividendsRevAndExpnssAmt
Dividends Net Invst Incm$66,880DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$22,329NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$138,495GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$22,329CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$90,302TotalRevAndExpnssAmt
Total Net Invst Incm$89,383TotalNetInvstIncmAmt
Other Prof Fees Rev And Expnss$25,851OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$25,851OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$456TaxesRevAndExpnssAmt
Taxes Net Invst Incm$456TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$222OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$222OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$26,529TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$26,529TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$26,529TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$26,529TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$63,773ExcessRevenueOverExpensesAmt
Net Investment Income$62,854NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$3,435,390CashBOYAmt
Cash EOY$526,181CashEOYAmt
Cash EOYFMV$526,181CashEOYFMVAmt
Other Nts And Loans Rcvbl$4,122OtherNtsAndLoansRcvblAmt
Other Nts And Loans Rcvbl BOY$4,122OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$4,122OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$4,122OtherNtsAndLoansRcvblEOYFMVAmt
Corporate Stock EOY$2,214,799CorporateStockEOYAmt
Corporate Stock EOYFMV$2,382,456CorporateStockEOYFMVAmt
Other Investments EOY$755,607OtherInvestmentsEOYAmt
Other Investments EOYFMV$759,639OtherInvestmentsEOYFMVAmt
Other Assets EOY$2,576OtherAssetsEOYAmt
Other Assets EOYFMV$2,576OtherAssetsEOYFMVAmt
Total Assets BOY$3,439,512TotalAssetsBOYAmt
Total Assets EOY$3,503,285TotalAssetsEOYAmt
Total Assets EOYFMV$3,674,974TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$3,439,512NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$3,503,285NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$3,439,512TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,503,285TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,439,512TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,503,285TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,439,512TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$63,773ExcessRevenueOverExpensesAmt
Subtotal$3,503,285SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,503,285TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyBOA 4680 - ST COVPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$90,979GrossSalesPriceAmt
Cost Or Other Basis$116,166CostOrOtherBasisAmt
Gain Or Loss-$25,187GainOrLossAmt
Gains Minus Excess Or Losses-$25,187GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$22,329CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$874InvestmentIncomeExciseTaxAmt
Subtotal$874SubtotalAmt
Tax Based On Investment Income$874TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$21EsPenaltyAmt
Tax Due$895TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateUTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCOOPER SAVAS LLCIndividualWithBooksNm
Phone8014532080PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16405 SOUTH 3000 EAST STE 201AddressLine1Txt
CitySALT LAKE CITYCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84121ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
STERLING GARDNER
610 WESTFIELD ROADALPINEUT84004TRUSTEE000.00$0$0$0
SHELLI GARDNER
610 WESTFIELD ROADALPINEUT84004TRUSTEE000.00$0$0$0
JON BROWN
610 WESTFIELD RDALPINEUT840041501DIRECTOR000.00$0$0$0
MEGAN WHITE
610 WESTFIELD RDALPINEUT840041501DIRECTOR000.00$0$0$0
NATE WHITE
610 W WESTFIELD RDALPINEUT840041501DIRECTOR000.00$0$0$0
SAGE HOOPIIAINA
610 W WESTFIELD RDALPINEUT840041501DIRECTOR000.00$0$0$0
SARA DOUGLASS
610 W WESTFIELD RDALPINEUT840041501DIRECTOR000.00$0$0$0
SEAN DOUGLASS
610 W WESTFIELD RDALPINEUT840041501DIRECTOR000.00$0$0$0
SHALAE BROWN
610 W WESTFIELD RDALPINEUT840041501DIRECTOR000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,749,333AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$764,932AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$6,376FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,520,641TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$3,520,641AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$52,810CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,467,831NetVlNoncharitableAssetsAmt
Minimum Investment Return$173,392MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$173,392MinimumInvestmentReturnAmt
Tax Based On Investment Income$874TaxBasedOnInvestmentIncomeAmt
Total Tax$874TotalTaxAmt
Distributable Before Adj$172,518DistributableBeforeAdjAmt
Distributable Before Ded$172,518DistributableBeforeDedAmt
Distributable As Adjusted$172,518DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$0ExpensesAndContributionsAmt
Qualifying Distributions$0QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$172,518DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$98,701ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$372,558ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$67,756ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$38,262ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$99,952ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$677,229TotalExcessDistributionCyovAmt
Excess Distri Cyov App CY Corpus$172,518ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$172,518ExcessDistributionCyovAppCYAmt
Total Corpus$504,711TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$504,711ExcessDistriCyovToNextYrAmt
Excess From Year4$298,741ExcessFromYear4Amt
Excess From Year3$67,756ExcessFromYear3Amt
Excess From Year2$38,262ExcessFromYear2Amt
Excess From Year1$99,952ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSHELLI L GARDNERRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1610 WESTFIELD ROADAddressLine1Txt
CityALPINECityNm
State AbbreviationUTStateAbbreviationCd
ZIP84004ZIPCd
FieldValueIRS element (for citing)
Recipient Email AddressARABIANMEADOWS@HOTMAIL.COMRecipientEmailAddressTxt
Form And Info And MaterialsWRITTEN REQUEST WITH EXPLANATION OF NEED.FormAndInfoAndMaterialsTxt
Submission DeadlinesNO SUBMISSION DEADLINES REQUIRED.SubmissionDeadlinesTxt
Restrictions On AwardsNO RESTRICTIONS OR LIMITATIONS ON AWARDS.RestrictionsOnAwardsTxt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$174RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$67,799RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion-$25,187ExclusionAmt
Related Or Exempt Function Incm$47,516RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion-$25,187ExclusionAmt
Related Or Exempt Function Incm$115,489RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$90,302TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockBOA 4680 EQUITIESStockNm
EOY Book Value$2,214,799EOYBookValueAmt
EOYFMV$2,382,456EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
BOA 4680 FIXED INCOMEAT COST$705,000$707,358
BOA 4680 TANGIBLE ASSETSAT COST$50,607$52,281

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDIVIDENDS RECEIVABLEDesc
EOY Book Value$2,576EOYBookValueAmt
EOYFMV$2,576EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
BANK CHARGES$222$222

Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch

Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp

Borrower Name BorrowerNameGrp

FieldValueIRS element (for citing)
PersonNR FAMILY IRREV TRUSTPersonNm
FieldValueIRS element (for citing)
Loan Original$4,122LoanOriginalAmt
Balance Due$4,122BalanceDueAmt
Note2007-12NoteDt
Interest0.0100InterestRt
Security Provided BorrowerNONESecurityProvidedBorrowerTxt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEESCategoryTxt
Amt$25,851Amt
Net Investment Income$25,851NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXCategoryTxt
Amt$456Amt
Net Investment Income$456NetInvestmentIncomeAmt

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