BGDG FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BGDG FOUNDATION (EIN 47-2555595)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202133199349103648
- Schema version
- 2020v4.0
- 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
- Form 990-PF
- Schedule B
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T09:41:39-08:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 455533242 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Anderson Bradshaw PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5296 S Commerce Dr Ste 300 | AddressLine1Txt |
| City | Salt Lake City | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84107 | 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 | 472555595 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BGDG Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BGDG | BusinessNameControlTxt |
| Phone | 8019305309 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4766 S Holladay Blvd | AddressLine1Txt |
| City | Salt Lake City | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84117 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kenneth Woolley | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Kenneth | PersonFirstNm |
| Person Last | Woolley | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | J Russ Bradshaw | PreparerPersonNm |
| PTIN | P00579222 | PTIN |
| Phone | 8012814700 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $1,295,112 | 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 | $738,636 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $17,207 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,207 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $17,207 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$10,257 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $326,453 | GrossSalesPriceAmt |
| Total Rev And Expnss | $745,586 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $17,207 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $17,207 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $6,606 | OtherProfFeesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $173 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $6,779 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $24,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $24,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $31,279 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $24,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $714,307 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,207 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $17,207 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,627 | CashBOYAmt |
| Cash EOY | $14,070 | CashEOYAmt |
| Cash EOYFMV | $14,070 | CashEOYFMVAmt |
| Corporate Stock BOY | $493,429 | CorporateStockBOYAmt |
| Corporate Stock EOY | $440,261 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $495,917 | CorporateStockEOYFMVAmt |
| Other Investments EOY | $668,306 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $785,125 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $501,056 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,122,637 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,295,112 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $501,056 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,122,637 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $501,056 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,122,637 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $501,056 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,122,637 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $501,056 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $714,307 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,215,363 | SubtotalAmt |
| Other Decreases | $92,726 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,122,637 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| WF ST Covered | P | 2020-01-08 | 2020-06-04 | $200,263 | $216,271 | -$16,008 | -$16,008 |
| 42 Bank Amer Corp 3.75%PFD KK NON CUM PERP | P | 2019-10-15 | 2020-06-12 | $1,080 | $1,108 | -$28 | -$28 |
| 1000 General Electric Co FX/FLT JR Subordinat | P | 2020-01-27 | 2020-12-07 | $906 | $992 | -$86 | -$86 |
| 40 Keycorp New 5.625%PFD NonCum Ser G Perp | P | 2019-10-24 | 2020-06-12 | $1,006 | $1,082 | -$76 | -$76 |
| 41 Webster Finl CRP5.25%PFD NonCum Perp Mty | P | 2019-10-24 | 2020-06-12 | $1,025 | $1,083 | -$58 | -$58 |
| WF LT Covered | P | 2018-01-23 | 2020-12-28 | $116,743 | $110,487 | $6,256 | $6,256 |
| 6.667 Brookfield Infrastructure Corp | P | 2018-06-08 | 2020-06-12 | $310 | $243 | $67 | $67 |
| 4000 General Electric Co FX/FLT JR Subordinat | P | 2018-01-30 | 2020-12-07 | $3,623 | $4,044 | -$421 | -$421 |
| 23 Spirit Realty 6% PFD SER A PERP MTY | P | 2018-07-27 | 2020-06-12 | $574 | $540 | $34 | $34 |
| 23 Brookfield Infrastructure Partners | P | 2018-04-03 | 2020-06-12 | $923 | $860 | $63 | $63 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$10,257 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$16,256 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $239 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $239 | SubtotalAmt |
| Tax Based On Investment Income | $239 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $1,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $761 | OverpaymentAmt |
| Applied To ES Tax | $761 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kenneth Woolley | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8012814700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5296 S Commerce Drive Ste 300 | AddressLine1Txt |
| City | Salt Lake City | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kenneth Woolley | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3115 Lion Lany 300 | AddressLine1Txt |
| City | Salt Lake City | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84121 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | President | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,276,857 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $904 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,277,761 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,277,761 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,166 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,258,595 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $62,930 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $62,930 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $239 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $239 | TotalTaxAmt |
| Distributable Before Adj | $62,691 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $62,691 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $62,691 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $24,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $24,500 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $24,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $62,691 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $5,816 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $14,100 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $31,424 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $18,500 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $32,920 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $102,760 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $24,500 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $24,500 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $38,191 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $38,191 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $64,569 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $64,569 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $13,149 | ExcessFromYear3Amt |
| Excess From Year2 | $18,500 | ExcessFromYear2Amt |
| Excess From Year1 | $32,920 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Kenneth Woolley | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Maya Relief Foundation | |||||||
| 5076 El Mirlo | Rancho Santa Fe | CA | 92067 | N/A | EOF | Charitable Contribution | $5,000 |
| Operation Underground Railroad | |||||||
| 755 South Main Street 194 | Cedar City | UT | 84720 | N/A | EOF | Charitable Contribution | $1,000 |
| American Macular Degeneration Found | |||||||
| PO Box 515 | Northampton | MA | 01061 | None | EOF | Cure of the disease | $5,000 |
| Choice Humanitarian | |||||||
| 7879 S 1530 W Ste 200 | West Jordan | UT | 84088 | None | EOF | End extreme poverty | $2,500 |
| Dare to Dream Children's Foundation | |||||||
| 6310 Lyndon B Johnson Fwy 111 | Dallas | TX | 75240 | None | EOF | Help youth to overcome drug and alcohol abuse, juvenile delinquency, and teen pregnancy | $500 |
| More Good Foundation | |||||||
| 3507 N University Ave Ste 200 | Provo | UT | 84604 | None | EOF | Fill the internet with correct information about the Church of Jesus Christ of Latter-day Saints | $10,000 |
| SHIELD616 | |||||||
| 5550 Tech Center Dr | Colorado Springs | CO | 80919 | None | EOF | Provide rifle protection for peace officers andfirst responders | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $24,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,207 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$10,257 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $17,207 | ExclusionAmt |
| Related Or Exempt Function Incm | -$10,257 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,950 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 | Ken Woolley | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3115 Lion Lane 300 | AddressLine1Txt |
| City | Salt Lake City | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84121 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $738,636 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | Partnership Interest | NoncashPropertyDesc |
| Fair Market Value | $738,636 | FairMarketValueAmt |
| Received | 2020-01-01 | ReceivedDt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LV Amigo LLC | AT COST | $4,075 | |
| LV Maule LLC | AT COST | $3,800 | |
| NV I215 Buffalo LLC | AT COST | $657,906 | $587,469 |
| NV I-215 II LLC | AT COST | $2,525 | $197,656 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Distributions from Partnerships | Desc |
| Amt | $70,388 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Foreign Taxes Withheld | Desc |
| Revenue And Expenses Per Books | $173 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Advisory Fees | $5,006 | $0 | $0 | $0 |
| Legal Fees | $1,600 | $0 | $0 | $0 |
Comments