BEESLEY FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BEESLEY FAMILY FOUNDATION (EIN 87-0568595)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-04-26
- IRS object ID
- 202131169349101173
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-26T21:47:58-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 680519355 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEWIS & ASSOCIATES CPAS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 528 E WILLOW SPRINGS LANE | AddressLine1Txt |
| City | DRAPER | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 870568595 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEESLEY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BEES | BusinessNameControlTxt |
| Phone | 8014431089 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 579 | AddressLine1Txt |
| City | ST GEORGE | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84771 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BONNIE J BEESLEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8014431089 | PhoneNum |
| Signature | 2021-04-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BONNIE | PersonFirstNm |
| Person Last | BEESLEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00014741 | PTIN |
| Phone | 8015502622 | PhoneNum |
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 | 2020 | 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 | $87,888,494 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $6,966,262 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $221,306 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $221,306 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,445,873 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,445,873 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $22,925 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,489,429 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $22,925 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $401,563 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $9,057,929 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,690,104 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $15,600 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $7,800 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $7,800 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,854 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,427 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,427 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $81,641 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $56,641 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $25,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $30,073 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,632 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $334 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $167 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $167 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $134,502 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $75,667 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $36,394 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,323,579 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,323,579 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,458,081 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $75,667 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,359,973 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,599,848 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,614,437 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,004,768 | CashBOYAmt |
| Cash EOY | $896,084 | CashEOYAmt |
| Cash EOYFMV | $896,084 | CashEOYFMVAmt |
| Corporate Stock BOY | $54,894,923 | CorporateStockBOYAmt |
| Corporate Stock EOY | $60,684,888 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $86,626,414 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $409,367 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $317,298 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $317,298 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $38,062 | OtherAssetsBOYAmt |
| Other Assets EOY | $48,698 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $48,698 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $56,347,120 | TotalAssetsBOYAmt |
| Total Assets EOY | $61,946,968 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $87,888,494 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,977,350 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,977,350 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $53,369,770 | RetainedEarningBOYAmt |
| Retained Earning EOY | $58,969,618 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $56,347,120 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $61,946,968 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $56,347,120 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $61,946,968 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $56,347,120 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,599,848 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $61,946,968 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $61,946,968 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $7,487,275 | $7,466,504 | $20,771 | $20,771 | ||
| CAPITAL GAINS DIVIDENDS | $2,154 | $2,154 | $2,154 | 2018-01-01 | 2020-12-31 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $22,925 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $22,441 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $22,441 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $22,441 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $46,688 | 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 | $46,688 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $24,247 | OverpaymentAmt |
| Applied To ES Tax | $24,247 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 0 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIAN CHADAZ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8014431089 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 579 | AddressLine1Txt |
| City | ST GEORGE | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84771 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (18 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 |
|---|---|---|---|---|---|---|---|---|
| BRENT BEESLEY | ||||||||
| PO BOX 579 | ST GEORGE | UT | 84771 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| BONNIE JEAN BEESLEY | ||||||||
| PO BOX 579 | ST GEORGE | UT | 84771 | TRUSTEE/PRESIDENT | 3.00 | $0 | $0 | $0 |
| LAURA JEAN DENNEY | ||||||||
| PO BOX 579 | ST GEORGE | UT | 84771 | TRUSTEE | 1.00 | $600 | $0 | $0 |
| BRIAN CHADAZ | ||||||||
| PO BOX 579 | ST GEORGE | UT | 84771 | TRUSTEE/ADMINISTRATOR | 3.00 | $600 | $0 | $0 |
| MARY JOLLEY | ||||||||
| PO BOX 579 | ST GEORGE | UT | 84771 | TRUSTEE | 1.00 | $600 | $0 | $0 |
| SARAH BEESLEY | ||||||||
| PO BOX 579 | ST GEORGE | UT | 84771 | TRUSTEE | 1.00 | $600 | $0 | $0 |
| VERLAN TERRY | ||||||||
| PO BOX 579 | ST GEORGE | UT | 84771 | TRUSTEE | 1.00 | $600 | $0 | $0 |
| GLENN GOODRICH | ||||||||
| PO BOX 579 | ST GEORGE | UT | 84771 | TRUSTEE | 1.00 | $600 | $0 | $0 |
| AMY BROADBENT | ||||||||
| PO BOX 579 | ST GEORGE | UT | 84771 | TRUSTEE | 1.00 | $600 | $0 | $0 |
| RYAN C DENNEY | ||||||||
| PO BOX 579 | ST GEORGE | UT | 84771 | TRUSTEE | 1.00 | $600 | $0 | $0 |
| DOUG T JOLLEY | ||||||||
| PO BOX 579 | ST GEORGE | UT | 84771 | TRUSTEE | 1.00 | $600 | $0 | $0 |
| DAVID B BEESLEY | ||||||||
| PO BOX 579 | ST GEORGE | UT | 84771 | TRUSTEE | 1.00 | $600 | $0 | $0 |
| MARK BROADBENT | ||||||||
| PO BOX 579 | ST GEORGE | UT | 84771 | TRUSTEE | 1.00 | $600 | $0 | $0 |
| TROY LEWIS | ||||||||
| PO BOX 579 | ST GEORGE | UT | 84771 | TRUSTEE | 1.00 | $600 | $0 | $0 |
| KATHERINE DECKER | ||||||||
| PO BOX 579 | ST GEORGE | UT | 84771 | TRUSTEE | 1.00 | $600 | $0 | $0 |
| DANIEL BEESLEY | ||||||||
| PO BOX 579 | ST GEORGE | UT | 84771 | TRUSTEE/ADMINISTRATOR | 3.00 | $6,600 | $0 | $0 |
| CARLY BEESLEY | ||||||||
| PO BOX 579 | ST GEORGE | UT | 84771 | TRUSTEE | 1.00 | $600 | $0 | $0 |
| JOSEPH DECKER | ||||||||
| PO BOX 579 | ST GEORGE | UT | 84771 | TRUSTEE | 1.00 | $600 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BC STRATEGIC SOLUTIONS LC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 579 | AddressLine1Txt |
| City | ST GEORGE | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84771 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ADMINISTRATION/INVESTING | ServiceTypeTxt |
| Compensation | $50,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $71,108,486 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $554,107 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $134,532 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $71,797,125 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $71,797,125 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,076,957 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $70,720,168 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,536,008 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,536,008 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $22,441 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $22,441 | TotalTaxAmt |
| Distributable Before Adj | $3,513,567 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,513,567 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,513,567 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,359,973 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,359,973 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,359,973 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,513,567 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $120,676 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,359,973 | QualifyingDistributionsAmt |
| Applied To Year1 | $120,676 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,239,297 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $274,270 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (88 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALTA CLUB BUILDING FOUNDATION INC | ||||||
| 100 E SOUTH TEMPLE | SALT LAKE CITY | UT | 84111 | NONE | HISTORICAL PRESERVATION | $500 |
| AMERICAN HERITAGE SCHOOLS INC | ||||||
| 736 NORTH 1100 EAST | AMERICAN FORK | UT | 84003 | NONE | EDUCATION | $20,000 |
| AMERICAN INDIAN SERVICES | ||||||
| 1902 NORTH CANYON ROAD SUITE 100 | PROVO | UT | 84604 | NONE | EDUCATION | $58,000 |
| BALLET WEST | ||||||
| 50 WEST 200 SOUTH | SALT LAKE CITY | UT | 84101 | NONE | ARTS | $15,000 |
| BOUNTIFUL CITY VETERANS PARK FOUNDATION | ||||||
| PO BOX 1265 | BOUNTIFUL | UT | 84010 | NONE | PARKS | $175,000 |
| CALLED 2 SERVE FOUNDATION | ||||||
| 2520 N UNIVERSITY AVE STE 100 | PROVO | UT | 84604 | NONE | HUMANITARIAN | $20,000 |
| CENTER FOR LATTER-DAY SAINT ARTS | ||||||
| PO BOX 230465 | NEW YORK | NY | 10023 | NONE | ARTS | $15,000 |
| CHARITY ANYWHERE FOUNDATION | ||||||
| 1246 EAST CASSIDY CIRCLE | BOUNTIFUL | UT | 84010 | NONE | HUMANITARIAN | $20,000 |
| CHARITY VISION | ||||||
| 1282 EAST CAMBRIDGE COURT | PROVO | UT | 84604 | NONE | HUMANITARIAN | $50,000 |
| CHURCH OF JESUS CHRIST OF LDS PHILANTHROPIES | ||||||
| 15 EAST SOUTH TEMPLE 2ND FLOOR EAST | SALT LAKE CITY | UT | 84150 | NONE | HUMANITARIAN/EDUCATION | $502,091 |
| COMMUNITY FOUNDATION OF UTAH | ||||||
| 2257 SOUTH 1100 EAST SUITE 205 | SALT LAKE CITY | UT | 84106 | NONE | EDUCATION | $500 |
| COURAGE REINS | ||||||
| PO BOX 354 | AMERICAN FORK | UT | 84003 | NONE | HEALTH | $10,000 |
| CRIMSON CLIFFS HIGH SCHOOL | ||||||
| 4430 S CRIMSON CLIFFS WAY | WASHINGTON | UT | 84780 | NONE | EDUCATION | $10,000 |
| CTA COMMUNITY SUPPORTS | ||||||
| 4444 S 700 E 203 | MURRAY | UT | 84107 | NONE | EDUCATION | $20,000 |
| DIXIE STATE UNIVERSITY | ||||||
| 225 SOUTH 700 EAST | ST GEORGE | UT | 84770 | NONE | EDUCATION | $10,000 |
| ELIZABETH SMART FOUNDATION | ||||||
| 6337 S HIGHLAND DR 2056 | HOLLADAY | UT | 84121 | NONE | HUMANITARIAN | $5,000 |
| ENVISION UTAH | ||||||
| 254 SOUTH 600 EAST SUITE 201 | SALT LAKE CITY | UT | 84102 | NONE | EDUCATION | $260,052 |
| EQUAL JUSTICE INITIATIVE | ||||||
| 122 COMMERCE STREET | MONTGOMERY | AL | 36104 | NONE | HUMANITARIAN | $7,500 |
| FOURTH STREET CLINIC | ||||||
| 409 WEST 400 SOUTH | SALT LAKE CITY | UT | 84101 | NONE | HUMANITARIAN | $5,000 |
| GIRLS ON THE RUN UTAH | ||||||
| 1625 FOOTHILL DRIVE | SALT LAKE CITY | UT | 84108 | NONE | ATHLETICS | $5,000 |
| GOVERNOR'S MANSION FOUNDATION | ||||||
| 603 EAST SOUTH TEMPLE | SALT LAKE CITY | UT | 84102 | NONE | HISTORICAL PRESERVATION | $15,000 |
| HALE CENTRE THEATRE | ||||||
| 9900 MONROE STREET | SANDY | UT | 84070 | NONE | ARTS | $5,000 |
| HARVARD BUSINESS SCHOOL | ||||||
| 1563 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02138 | NONE | EDUCATION | $5,000 |
| HARVARD LAW SCHOOL | ||||||
| 1563 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02138 | NONE | EDUCATION | $5,000 |
| HEARTS KNIT TOGETHER | ||||||
| 4124 W LIBERTY CREEK DR | SOUTH JORDAN | UT | 84009 | NONE | HUMANITARIAN | $10,000 |
| HOLE IN THE ROCK FOUNDATION | ||||||
| PO BOX 476 | BLUFF | UT | 84512 | NONE | HISTORICAL PRESERVATION | $25,000 |
| HORIZONTE SCHOLARSHIP FUND | ||||||
| 1234 SOUTH MAIN STREEET | SALT LAKE CITY | UT | 84101 | NONE | EDUCATION | $10,000 |
| INTERMOUNTAIN HEALTH CARE FOUNDATION | ||||||
| 36 SOUTH STATE STREET 23RD FLOOR | SALT LAKE CITY | UT | 84111 | NONE | MEDICAL | $420,067 |
| JUVENILE DIABETES RESEARCH FOUNDATION | ||||||
| 200 VESEY STREET 28TH FLOOR | NEW YORK | NY | 10281 | NONE | MEDICAL | $5,000 |
| KOSTOPULOS DREAM FOUNDATION | ||||||
| 4180 EMIGRATION CANYON ROAD | EMIGRATION CANYON | UT | 84108 | NONE | EDUCATION | $25,000 |
| KUED | ||||||
| 101 SOUTH WASATCH DRIVE | SALT LAKE CITY | UT | 84112 | NONE | EDUCATION | $10,000 |
| LEGACY FILMS FOUNDATION | ||||||
| 180 W 1950 S | BOUNTIFUL | UT | 84010 | NONE | ARTS | $50,000 |
| LIFTING GENERATIONS | ||||||
| 63 EAST 11400 SOUTH 126 | SANDY | UT | 84070 | NONE | EDUCATION | $20,000 |
| MADISON HOUSE AUTISM FOUNDATION | ||||||
| 15201 SHADY GROVE RD SUITE 200 | ROCKVILLE | MD | 20850 | NONE | EDUCATION AND RESEARCH | $10,000 |
| MAJESTIC FIELDS ELEMENTARY SCHOOL | ||||||
| 675 MAJESTIC DRIVE | WASHINGTON | UT | 84780 | NONE | EDUCATION | $10,000 |
| MARLEY'S MUTTS DOG RESCUE | ||||||
| 785 TUCKER ROAD | TEHACHAPI | CA | 93561 | NONE | HUMANITARIAN | $5,000 |
| MATT'S PLACE | ||||||
| 190 S MAIN STREET SUITE B | CENTERVILLE | UT | 84014 | NONE | MEDICAL AND HUMANITARIAN | $5,000 |
| MENTORS INTERNATIONAL | ||||||
| 65 WADSWORTH PARK DR 207 | DRAPER | UT | 84020 | NONE | HUMANITARIAN | $50,000 |
| MIDVALE FAMILY HEALTH CLINIC | ||||||
| 7852 S PIONEER STREET | MIDVALE | UT | 84047 | NONE | MEDICAL | $5,000 |
| MORMON ARTS CENTER INC | ||||||
| 124 W 60TH STREET APT 44M | NEW YORK | NY | 10023 | NONE | ARTS | $10,000 |
| NATIONAL CAMPAIGN TO STOP YOUTH VIOLENCE | ||||||
| 2021 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20036 | NONE | EDUCATION | $5,000 |
| NATIONAL HISTORY MUSEUM OF UTAH | ||||||
| 301 WAKARA WAY | SALT LAKE CITY | UT | 84108 | NONE | EDUCATION | $10,000 |
| NO POOR AMONG US | ||||||
| 1570 TOMAHAWK DRIVE | SALT LAKE CITY | UT | 84103 | NONE | HUMANITARIAN | $75,000 |
| ONE WORLD SURGERY | ||||||
| 510 LAKE COOK ROAD SUITE 400 | DEERFIELD | IL | 60015 | NONE | MEDICAL | $50,000 |
| PARTNERS IN HEALTH | ||||||
| 800 BOYLSTON STREET SUITE 300 | BOSTON | MA | 02199 | NONE | MEDICAL | $10,000 |
| PATRONATO BENEFICO ORIENTAL | ||||||
| ONE NORTH CLEMATIS STREET SUITE 200 | WEST PALM BEACH | FL | 33401 | NONE | HUMANITARIAN | $10,000 |
| PIONEER MEMORIAL THEATER | ||||||
| 300 SOUTH 1400 EAST ROOM 205 | SALT LAKE CITY | UT | 84112 | NONE | ARTS | $5,000 |
| RISE AND REBUILD FOUNDATION | ||||||
| 3008 FALLENTINE ROAD | SANDY | UT | 84093 | NONE | HUMANITARIAN | $45,000 |
| RONALD MCDONALD HOUSE CHARITIES | ||||||
| 935 E S TEMPLE | SALT LAKE CITY | UT | 84102 | NONE | HUMANITARIAN | $5,000 |
| SALT LAKE AVENUE COMMUNITY CHOIR | ||||||
| 4TH STREET AND P STREET | SALT LAKE CITY | UT | 84103 | NONE | ARTS | $2,000 |
| SALT LAKE COMMUNITY COLLEGE | ||||||
| 4600 SOUTH REDEWOOD ROAD | SALT LAKE CITY | UT | 84123 | NONE | EDUCATION | $30,000 |
| SALT LAKE COMMUNITY FOUNDATION | ||||||
| 2257 1100 E UNIT 205 | SALT LAKE CITY | UT | 84106 | NONE | EDUCATION | $12,000 |
| SALT LAKE EDUCATION FOUNDATION | ||||||
| 440 EAST 100 SOUTH | SALT LAKE CITY | UT | 84111 | NONE | EDUCATION | $11,000 |
| SHE SHOULD RUN | ||||||
| 80 M ST SE FLOOR 1 | WASHINGTON | DC | 20003 | NONE | EDUCATION | $5,000 |
| SOUTH VALLEY TRAINING COMPANY | ||||||
| 455 UNIVERSAL CIRCLE | SANDY | UT | 84070 | NONE | EDUCATION | $5,000 |
| SOUTHERN UTAH WILDERNESS ALLIANCE | ||||||
| 425 EAST 100 SOUTH | SALT LAKE CITY | UT | 84111 | NONE | ENVIRONMENT | $40,000 |
| SOUTHERN VIRGINIA UNIVERSITY | ||||||
| ONE UNIVERSITY HILL DRIVE | BUENA VISTA | VA | 24416 | NONE | EDUCATION | $275,000 |
| SPARK OF HOPE FOUNDATION | ||||||
| 625 E 100 N | ALPINE | UT | 84004 | NONE | HUMANITARIAN | $5,000 |
| SPECIAL OLYMPICS | ||||||
| 1133 19TH STREET NW | WASHINGTON | DC | 20036 | NONE | ATHLETICS | $5,000 |
| ST GEORGE HOUSING AUTHORITY | ||||||
| 975 NORTH 1725 WEST | ST GEORGE | UT | 86770 | NONE | HOUSING | $12,000 |
| STAND 4 KIND | ||||||
| 138 E 12300 S SUITE C250 | DRAPER | UT | 84020 | NONE | EDUCATION | $10,000 |
| TH ROGERS PTO | ||||||
| 5840 SAN FELIPE | HOUSTON | TX | 77057 | NONE | EDUCATION | $5,000 |
| THE CHILDREN'S CENTER | ||||||
| 350 SOUTH 400 EAST | SALT LAKE CITY | UT | 84111 | NONE | HUMANITARIAN | $5,000 |
| THE DAYS OF '47 INC | ||||||
| PO BOX 112287 | SALT LAKE CITY | UT | 84147 | NONE | EDUCATION | $10,000 |
| THE GIFTED MUSIC SCHOOL | ||||||
| 150 SOUTH 1000 EAST SUITE 200 | SALT LAKE CITY | UT | 84102 | NONE | ARTS | $50,000 |
| THE OGDEN UNION STATION FOUNDATION | ||||||
| 2501 WALL AVENUE | OGDEN | UT | 84401 | NONE | EDUCATION | $5,000 |
| THE ROAD HOME | ||||||
| 3380 S 1000 W | SOUTH SALT LAKE | UT | 84119 | NONE | HUMANITARIAN | $4,000 |
| THIS IS THE PLACE FOUNDATION | ||||||
| 2601 EAST SUNNYSIDE AVENUE | SALT LAKE CITY | UT | 84108 | NONE | EDUCATION & HISTORICAL | $50,000 |
| TUACAHN FOUNDATION | ||||||
| 1100 TUACAHN DRIVE | IVINS | UT | 84738 | NONE | ARTS | $249,869 |
| UNIVERSITY NEIGHBORHOOD PARTNERS | ||||||
| 1060 SOUTH 900 WEST | SALT LAKE CITY | UT | 84104 | NONE | EDUCATION | $30,000 |
| UNIVERSITY OF UTAH | ||||||
| 540 ARAPEEN DRIVE SUITE 250 | SALT LAKE CITY | UT | 84108 | NONE | EDUCATION | $102,000 |
| UTAH COALITION AGAINST PORNOGRAPHY | ||||||
| PO BOX 2573 | SALT LAKE CITY | UT | 84110 | NONE | EDUCATION | $5,000 |
| UTAH FOOD BANK | ||||||
| 3150 SOUTH 900 WEST | SALT LAKE CITY | UT | 84119 | NONE | HUMANITARIAN | $5,000 |
| UTAH FOUNDATION FOR YOUTH | ||||||
| 150 SOUTH STATE STREET SUITE 444 | SALT LAKE CITY | UT | 84111 | NONE | EDUCATION | $10,000 |
| UTAH MUSEUM OF CONTEMPORARY ART | ||||||
| 20 S W TEMPLE | SALT LAKE CITY | UT | 84101 | NONE | ARTS | $1,000 |
| UTAH NONPROFITS ASSOCIATION | ||||||
| 4900 HIGHLAND DR SUITE B | HOLLADAY | UT | 84117 | NONE | EDUCATION | $10,000 |
| UTAH STATE UNIVERSITY BUSINESS SCHOOL | ||||||
| 3500 OLD MAIN HILL | LOGAN | UT | 84322 | NONE | EDUCATION | $10,000 |
| UTAH SYMPHONY & OPERA | ||||||
| 123 WEST SOUTH TEMPLE | SALT LAKE CITY | UT | 84101 | NONE | ARTS | $50,000 |
| UTAH VALLEY UNIVERSITY FOUNDATION | ||||||
| 800 WEST UNIVERSITY PARKWAY MS 111 | OREM | UT | 84058 | NONE | EDUCATION | $10,000 |
| UTAH YOUTH VILLAGE | ||||||
| 5800 SOUTH HIGHLAND DRIVE | SALT LAKE CITY | UT | 84121 | NONE | HUMANITARIAN | $60,000 |
| WASHINGTON COUNTY SCHOOL DISTRICT FOUNDATION | ||||||
| 121 W TABERNACLE | ST GEORGE | UT | 84770 | NONE | EDUCATION | $21,000 |
| WASHINGTON WOMEN'S FOUNDATION | ||||||
| 2100 24TH AVENUE S SUITE 330 | SEATTLE | WA | 98144 | NONE | EDUCATION | $2,500 |
| WATERFORD SCHOOL | ||||||
| 1480 EAST 9400 SOUTH | SANDY | UT | 84093 | NONE | EDUCATION | $25,000 |
| WEILL CORNELL MEDICAL SCHOOL | ||||||
| 1300 YORK AVENUE BOX 314 | NEW YORK | NY | 10065 | NONE | MEDICAL | $2,500 |
| WEST HIGH ALUMNI ASSOCIATION | ||||||
| 241 N 300 W RM 215 | SALT LAKE CITY | UT | 84103 | NONE | EDUCATION | $5,000 |
| WIKIMEDIA FOUNDATION INC | ||||||
| 1 MONTGOMERY STREET SUITE 1600 | SAN FRANCISCO | CA | 94104 | NONE | EDUCATION | $20,000 |
| YOUTH ENTREPRENEURS INC | ||||||
| 4111 E 37TH ST N D101 | WICHITA | KS | 67220 | NONE | EDUCATION | $20,000 |
| ZION NATIONAL PARK FOREVER PROJECT | ||||||
| 1 ZION NATIONAL PARK | SPRINGDALE | UT | 84767 | NONE | ENVIRONMENT | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,323,579 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $221,306 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,445,873 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $401,563 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,925 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,091,667 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,091,667 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | BRENT AND BONNIE JEAN BEESLELY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1492 E KRISTIANNA CIRCLE | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $6,966,262 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $6,966,262 | FairMarketValueAmt |
| Received | 2020-02-04 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING/TAX PREPARATION | CategoryTxt |
| Amt | $6,854 | Amt |
| Net Investment Income | $3,427 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,427 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | UTAH ATTORNEY GENERAL DOES NOT REQUIRE A COPY. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED SECURITIES | StockNm |
| EOY Book Value | $60,684,888 | EOYBookValueAmt |
| EOYFMV | $86,626,414 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MBS PMTS RECEIVABLE | AT COST | $189,103 | $189,103 |
| PRIVATELY HELD STOCK | AT COST | $128,195 | $128,195 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIVIDENDS RECEIVABLE | $21,374 | $24,451 | $24,451 |
| FEDERAL ESTIMATED TAX PAYMENT | $16,688 | $24,247 | $24,247 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS | $294 | $147 | $147 |
| BANK EXPENSES | $40 | $20 | $20 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONTAXABLE GAIN ON IN-KIND SECURITIES GRANTS | Desc |
| Revenue And Expenses Per Books | $401,563 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $401,563 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $31,641 | $31,641 | $0 |
| ADMINISTRATION FEES | $50,000 | $25,000 | $25,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAXES | $22,441 | $0 | $0 |
| FOREIGN INCOME TAX WITHHELD | $7,632 | $7,632 | $0 |
Comments