BETA

NEBEKER FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
NEBEKER FAMILY FOUNDATION (EIN 87-0609294)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-04-09
IRS object ID
202120999349100212
Schema version
2020v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-04-09T09:38:37-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN870303946PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1EIDE BAILLY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15929 FASHION POINT DR STE 300AddressLine1Txt
CityOGDENCityNm
State AbbreviationUTStateAbbreviationCd
ZIP844034684ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN870609294EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NEBEKER FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlNEBEBusinessNameControlTxt
Phone8016212440PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11750 KERSHAWAddressLine1Txt
CityOGDENCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84403ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCAROLYN NEBEKERPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8016212440PhoneNum
Signature2021-03-29SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCAROLYNPersonFirstNm
Person LastNEBEKERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonNIKKI J THON CPAPreparerPersonNm
PTINP00473364PTIN
Phone8016211575PhoneNum
Preparation2021-03-29PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$690,427FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$11,790DividendsRevAndExpnssAmt
Dividends Net Invst Incm$11,790DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$36,635NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$376,219GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$36,635CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$48,425TotalRevAndExpnssAmt
Total Net Invst Incm$48,425TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,605AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$803AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$802AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$10,745OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$10,745OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,066TaxesRevAndExpnssAmt
Taxes Net Invst Incm$305TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$13,416TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$11,853TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$802TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$70,607ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$70,607ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$84,023TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$11,853TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$71,409TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$35,598ExcessRevenueOverExpensesAmt
Net Investment Income$36,572NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Corporate Stock BOY$606,938CorporateStockBOYAmt
Corporate Stock EOY$562,633CorporateStockEOYAmt
Corporate Stock EOYFMV$690,278CorporateStockEOYFMVAmt
Other Investments BOY$151OtherInvestmentsBOYAmt
Other Investments EOY$146OtherInvestmentsEOYAmt
Other Investments EOYFMV$149OtherInvestmentsEOYFMVAmt
Total Assets BOY$607,089TotalAssetsBOYAmt
Total Assets EOY$562,779TotalAssetsEOYAmt
Total Assets EOYFMV$690,427TotalAssetsEOYFMVAmt
Other Liabilities BOY$31,196OtherLiabilitiesBOYAmt
Other Liabilities EOY$22,484OtherLiabilitiesEOYAmt
Total Liabilities BOY$31,196TotalLiabilitiesBOYAmt
Total Liabilities EOY$22,484TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$575,893RetainedEarningBOYAmt
Retained Earning EOY$540,295RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$575,893TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$540,295TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$607,089TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$562,779TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$575,893TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$35,598ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$540,295SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$540,295TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
WELLS FARGOP2020-01-012020-12-31$142,892$135,944$6,948$6,948
WELLS FARGOP2019-01-012020-12-31$233,080$203,640$29,440$29,440
CAPITAL GAINS DIVIDENDSP$247$247$247
FieldValueIRS element (for citing)
Capital Gain Net Income$36,635CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$508InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$508SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$508TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$760EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$760TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$252OverpaymentAmt
Applied To ES Tax$252AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateUTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCAROLYN RICH NEBEKERIndividualWithBooksNm
Phone8016212440PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11750 KERSHAWAddressLine1Txt
CityOGDENCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84403ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CAROLYN R NEBEKER
1750 KERSHAWOGDENUT84403TRUSTEE1.00$0$0$0
JONATHAN R NEBEKER
1307 3RD AVENUESALT LAKE CITYUT84103TRUSTEE0.50$0$0$0
JASON R NEBEKER
1739 CANONERO DRIVEAUSTINTX78746TRUSTEE0.50$0$0$0
MICHAEL R NEBEKER
2752 EAST 3025 NORTHLAYTONUT84040TRUSTEE0.50$0$0$0
ADAM R NEBEKER
2772 EAST 3025 NORTHLAYTONUT84040TRUSTEE0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$603,223AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$8,141AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$611,364TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$611,364AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$9,170CashDeemedCharitableAmt
Net Vl Noncharitable Assets$602,194NetVlNoncharitableAssetsAmt
Minimum Investment Return$30,110MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$30,110MinimumInvestmentReturnAmt
Tax Based On Investment Income$508TaxBasedOnInvestmentIncomeAmt
Total Tax$508TotalTaxAmt
Distributable Before Adj$29,602DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$29,602DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$29,602DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$71,409ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$71,409QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$71,409AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$29,602DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$25,193ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$35,703ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$21,375ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$37,977ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$48,382ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$168,630TotalExcessDistributionCyovAmt
Qualifying Distributions$71,409QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$29,602AppliedToCurrentYearAmt
Remaining Distri From Corpus$41,807RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$210,437TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$25,193ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$185,244ExcessDistriCyovToNextYrAmt
Excess From Year4$35,703ExcessFromYear4Amt
Excess From Year3$21,375ExcessFromYear3Amt
Excess From Year2$37,977ExcessFromYear2Amt
Excess From Year1$48,382ExcessFromYear1Amt
Excess From Current Year$41,807ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerCAROLYN R NEBEKERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BALLET WEST
52 W 200 SSALT LAKE CITYUT84101N/APCGENERAL CHARITABLE PURPOSES$1,000
BEAR LAKE VALLEY CARE FOUNDATION
164 SOUTH 5THMONTPELIERID83254N/APCGENERAL CHARITABLE PURPOSES$500
BEAR LAKE WATCH
4544 US HIGHWAY 89FISH HAVENID83287N/APCGENERAL CHARITABLE PURPOSES$5,500
BRIGHAM YOUNG UNIVERSITY
341 E CAMPUS DRPROVOUT84602N/APCGENERAL CHARITABLE PURPOSES$8,500
ECCLES COMMUNITY ART CENTER
2580 JEFFERSON AVENUEOGDENUT84401N/APCGENERAL CHARITABLE PURPOSES$4,407
ELIZABETH STEWART TREEHOUSE MUSEUM
347 22ND STOGDENUT84401N/APCGENERAL CHARITABLE PURPOSES$1,000
FAMILY COUNSELING SERVICE
3518 WASHINGTON BLVDOGDENUT84403N/APCGENERAL CHARITABLE PURPOSES$500
HUNTSMAN CANCER FOUNDATION
500 HUNTSMAN WAYSALT LAKE CITYUT84108N/APCGENERAL CHARITABLE PURPOSES$500
LANTERN HOUSE
269 W 33RD STOGDENUT84401N/APCGENERAL CHARITABLE PURPOSES$500
LOVE IN ACTION MISSIONS
7130 WOLFTEVER LANDING DRIVEHARRISONTN37341N/APCGENERAL CHARITABLE PURPOSES$5,000
MIDTOWN HEALTH CARE CENTER
2253 STATE STSALT LAKE CITYUT84115N/APCGENERAL CHARITABLE PURPOSES$500
MOAB MUSIC FESTIVAL
58 EAST 300 SOUTHMOABUT84532N/APCGENERAL CHARITABLE PURPOSES$500
OGDEN RESCUE MISSION
2775 WALL AVEOGDENUT84401N/APCGENERAL CHARITABLE PURPOSES$500
OGDEN SCHOOL FOUNDATION
1950 MONROE BLVDOGDENUT84401N/APCGENERAL CHARITABLE PURPOSES$1,600
OGDEN SYMPHONY BALLET ASSOCIATION
638 26TH STREETOGDENUT84401N/APCGENERAL CHARITABLE PURPOSES$500
RISING STAR OUTREACH
3521 N UNIVERSITY AVE STE 250PROVOUT84604N/APCGENERAL CHARITABLE PURPOSES$500
SALVATION ARMY
438 S 900 WSALT LAKE CITYUT84104N/APCGENERAL CHARITABLE PURPOSES$1,000
SHRINERS HOSPITAL FOR CHILDREN
2900 ROCKY POINT DRTAMPAFL33607N/APCGENERAL CHARITABLE PURPOSES$500
ST JUDE CHILDREN'S HOSPITAL
501 ST JUDE PLACEMEMPHISTN38105N/APCGENERAL CHARITABLE PURPOSES$100
THE CHURCH OF JESUS CHRIST OF LATTER-DAY SAINTS
50 E NORTH TEMPLESALT LAKE CITYUT84150N/APCGENERAL CHARITABLE PURPOSES$16,500
TRAILS FOUNDATION NORTHERN UTAH
298 24TH STREETOGDENUT84401N/APCGENERAL CHARITABLE PURPOSES$500
UNION STATION FOUNDATION
2501 WALL AVEOGDENUT84401N/APCGENERAL CHARITABLE PURPOSES$2,000
UNITED WAY
2955 HARRISON BLVDOGDENUT84403N/APCGENERAL CHARITABLE PURPOSES$500
UNIVERSITY OF UTAH
201 PRESIDENTS CIRSALT LAKE CITYUT84112N/APCGENERAL CHARITABLE PURPOSES$3,000
UTAH FILM CENTER
50 WEST BROADWAY SUITE 1125SALT LAKE CITYUT84101N/APCGENERAL CHARITABLE PURPOSES$3,000
UTAH SHAKESPEARAN FESTIVAL
1912 SIDEWINDER DR 207PARK CITYUT84060N/APCGENERAL CHARITABLE PURPOSES$1,000
UTAH SYMPHONY GUILD
123 WEST SOUTH TEMPLESALT LAKE CITYUT84101N/APCGENERAL CHARITABLE PURPOSES$1,000
WEBER COUNTY HERITAGE FOUNDATION
2580 JEFFERSON AVENUEOGDENUT84401N/APCGENERAL CHARITABLE PURPOSES$500
WEBER COUNTY MEDICAL SOCIETY FOUNDATION
3939 HARRISON BLVD 39OGDENUT84403N/APCGENERAL CHARITABLE PURPOSES$500
WEBER STATE UNIVERSITY
3885 W CAMPUS DROGDENUT84403N/APCGENERAL CHARITABLE PURPOSES$8,500
YCC - YOUR COMMUNITY CONNECTION
2261 ADAMS AVEOGDENUT84401N/APCGENERAL CHARITABLE PURPOSES$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$70,607TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11,790ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$36,635ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$48,425ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$48,425TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,605Amt
Net Investment Income$803NetInvestmentIncomeAmt
Disbursements Charitable Prps$802DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (147 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AGREE REALTY CORP$1,112$1,132
ALEXION PHARMACEUTICALS$1,252$1,562
ALLEGHANY CORP$2,162$2,415
ALLISON TRANSMISSION HOLDINGS$1,917$2,070
ALNYLAM PHARMACEUTICALS$1,116$1,300
ALPHABET INC$3,418$5,258
AMAZON$2,655$9,771
AMBARELLA INC$597$1,285
AMERICAN EXPRESS$1,389$1,572
AMERICAN TOWER CORP$1,913$2,020
AMERICAN WOODMARK CORP$1,299$1,689
AMN HEALTHCARE SERVICES$2,110$2,525
AMPHENOL CORP$2,817$3,662
ANALOG DEVICES$910$1,182
ANHEUSER BUSCH$3,146$3,635
APPLE INC$2,980$7,165
ARMSTRONG WORLD$2,790$2,529
ATLANTIC UN BANKSHARES$1,740$1,845
AXALTA COATING SYSTEMS$1,329$1,599
BAKER HUGHES$1,448$1,126
BALCHEM CORP$1,400$1,844
BALL CORP$1,232$1,584
BANK OF AMERICA$2,832$3,001
BARNES GROUP$1,334$1,267
BENCHMARK ELECTRONICS$1,571$1,702
BLACK KNIGHT$1,978$3,092
BOOT BARN$1,451$1,908
BRISTOL MYERS SQUIBB$611$806
BROADCOM INC$553$876
BROWN-FORMAN CORP$1,778$2,065
CTS CORPORATION$1,202$1,476
CACI INTL$1,164$1,496
CARGURUS INC$1,262$1,079
CARMAX$2,412$3,967
CARRIER GLOBAL CORP$123$189
CASS INFORMATION SYSTEMS$749$817
CATERPILLAR$668$910
CSK GLOBAL HOLDINGS$1,253$1,451
CHENIERE ENERGY INC$4,174$4,382
CHESAPEAKE UTILITIES$1,011$1,190
CINCINNATI FINCL CORP$2,129$2,708
CINTAS CORP$2,243$2,828
CITRIX SYSTEMS$3,104$2,862
COCA-COLA$1,345$1,331
COMCAST CORP$815$1,153
COMFORT SYS$852$1,264
COPART INC$1,696$4,199
CROWN CASTLE INTERNATIONAL$1,947$1,910
CSW INDUSTRIALS$858$1,343
DANAHER CORP$1,001$1,555
DANONE SPONSORED$1,497$1,166
DIAGEO PLC$689$635
DIODES INC$783$1,128
DISNEY$1,281$1,631
DOLLAR TREE STORES$2,195$2,593
DORMAN PRODUCTS$1,992$2,084
EASTERLY GOVERNMENT$1,327$1,608
ENERSYS INC$975$1,412
ENTEGRIS INC$2,928$4,709
EXLSERVICE HOLDINGS INC$1,225$1,703
FACEBOOK$3,501$5,736
FORWARD AIR$1,517$1,998
FOX CORP CL A$1,705$1,631
FOX CORP CL B$1,887$1,560
FRANKLIN ELECTRIC$1,296$1,799
G-III APPAREL GROUP$1,616$1,329
GENL DYNAMICS$1,010$1,191
GETTY REALTY CORP$1,111$1,047
GOLDMAN SACHS ETF TR$26,442$33,379
GOLDMAN SACHS GROUP$1,831$2,373
HASBRO INC$1,459$1,777
HMS HLDGS CORP$1,067$1,250
ICF INTERNATIONAL$2,125$2,007
IDA CORP$1,911$1,921
INTEGRA LIFESCIENCES HOLDINGS$2,201$2,856
ISHARES RUSSELL 2000$12,790$15,489
ISHARES CORE MSCI$36,786$42,490
ISHARES CORE S&P MID$12,345$14,709
ISHARES CORE S&P 500$62,605$74,703
ISHARES EDGE MSCI MIN$19,111$19,685
ISHARES INC CORE MSCI$46,296$57,511
J&J SNACK FOODS$792$932
JPMORGAN CHASE$2,650$3,177
KFORCE INC$1,127$1,431
KAISER ALUMINUM CORP$1,643$1,978
KLA CORP$529$1,036
KORN FERRY$1,204$1,305
LA-Z-BOY$1,303$1,872
LAMB WESTON HOLDINGS$2,242$2,598
LENNAR CORPORATION$2,693$4,193
LHC GROUP$713$1,280
LIBERTY MEDIA$1,776$2,641
LITTELFUSE INC$1,075$1,528
LOCKHEED MARTIN CORP$1,490$1,420
LYONDELLBASELL$747$917
M&T BANK CORP$2,255$2,291
MTS SYSTEMS$578$931
MARCUS & MILLICHAP$1,815$1,787
MEDPACE HOLDINGS$1,008$1,949
MERCANTILE BK CORP$1,091$978
MICROSOFT CORP$2,279$3,114
MOELIS & CO$2,879$4,021
MORGAN STANLEY$2,534$4,112
MOVADO GROUP$1,483$1,213
NEWMARKET CORP$2,165$1,991
NEXTSTAR MEDIA GROUP$1,946$2,402
OLD DOMINION FREIGHT$2,323$2,733
OLD NATL BANCORP$1,882$1,938
OLLIE'S BARGAIN OUTLET$893$1,145
OMNICELL INC$1,281$2,280
ONTO INNOVATION$1,224$1,807
OTIS WORLDWIDE CORP$206$203
PACIRA BIOSCIENCES INC$721$718
PARSLEY ENERGY INC$642$1,377
PERRIGO CO$2,393$1,968
POLARIS INC$1,176$1,334
POST HOLDINGS$2,364$2,626
RAYTHEON TECHNOLOGIES$435$429
SELECTIVE INS GROUP$2,325$2,478
SENSATA TECHNOLOGIES$1,336$1,740
SILICON MOTION TECHNOLOGY$1,150$1,348
SKYWORKS SOLUTIONS$3,298$3,822
SOUTH ST CORP$1,840$2,097
SPS COMMERCE$507$869
STATE STR CORP$964$1,237
STD MOTOR PRODUCTS$1,578$1,295
STERIS PLC$2,179$2,464
STEWART INFO SVCS$1,189$1,354
STIFEL FINANCIAL CORP$1,849$2,674
STORE CAPITAL CORP$1,610$2,277
SYKES ENTERPRISES$798$1,055
SYNCHRONY FINANCIAL$895$868
TETRA TECH INC$692$1,389
UMB FINANCIAL CORP$1,111$1,242
UNION PACIFIC$1,512$1,874
UNITED BANKSHARES INC$1,390$1,458
UNITEDHEALTH GROUP$2,017$2,805
UNITIL CORP$1,042$930
VISA$477$1,312
VULCAN MATERIALS COMPANY$2,357$3,115
WELLS FARGO$900$1,056
WORKDAY INC$2,669$3,834
EATON VANCE SER II INCOME FUND$13,266$13,197
INVESCO DEVELOPING MARKETS$38,373$57,570
PIMCO FDS PAC INVT$12,619$13,244
T ROWE PRICE INTL$43,471$49,747
WELLS FARGO FDS$25,310$25,565

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemDIVIDENDS RECEIVABLECategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$146BookValueAmt
EOYFMV$149EOYFMVAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescCHECKS-IN-EXCESSDesc
BOY Book Value$31,196BOYBookValueAmt
EOY Book Value$22,484EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryBROKER FEESCategoryTxt
Amt$10,745Amt
Net Investment Income$10,745NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES WITHHELD$305$305$0
FEDERAL TAXES$761$0$0

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