SCHMIDT FAMILY STAR FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
SCHMIDT FAMILY STAR FOUNDATION (EIN 20-8553555)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-16
IRS object ID
202003219349102375
Schema version
2019v5.0
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)
Return2020-11-16T08:53:27-08:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN824439676PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HBME LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1559 West 500 SouthAddressLine1Txt
CityBountifulCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84010ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN208553555EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SCHMIDT FAMILY STAR FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSCHMBusinessNameControlTxt
Phone8015621414PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 95410AddressLine1Txt
CitySOUTH JORDANCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84095ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID H SCHMIDTPersonNm
Person TitleChairmanPersonTitleTxt
Signature2020-11-16SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL L SMITHPreparerPersonNm
PTINP00072481PTIN
Phone8012960200PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$303,512FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$592,000ContriRcvdRevAndExpnssAmt
Total Rev And Expnss$592,000TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Other Expenses Rev And Expnss$30OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$30TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$300,003ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$300,003ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$300,033TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$300,003TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$291,967ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$11,545CashBOYAmt
Cash EOY$11,512CashEOYAmt
Cash EOYFMV$11,512CashEOYFMVAmt
Other Investments EOY$292,000OtherInvestmentsEOYAmt
Other Investments EOYFMV$292,000OtherInvestmentsEOYFMVAmt
Total Assets BOY$11,545TotalAssetsBOYAmt
Total Assets EOY$303,512TotalAssetsEOYAmt
Total Assets EOYFMV$303,512TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$11,545RetainedEarningBOYAmt
Retained Earning EOY$303,512RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$11,545TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$303,512TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$11,545TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$303,512TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$11,545TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$291,967ExcessRevenueOverExpensesAmt
Subtotal$303,512SubtotalAmt
Tot Net Ast Or Fund Balances EOY$303,512TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1DAVID H SCHMIDTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8015621414PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 95410AddressLine1Txt
CitySOUTH JORDANCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84095ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
DAVID H SCHMIDT
PO BOX 95410SOUTH JORDANUT84095BOARD CHAIRMAN5.00$0
DONNA A SCHMIDT
PO BOX 95410SOUTH JORDANUT84095President0.00$0
MONIKA SCHMIDT
PO BOX 95410SOUTH JORDANUT84095Executive Direc0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$12,788AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$147,758FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$160,546TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$160,546AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,408CashDeemedCharitableAmt
Net Vl Noncharitable Assets$158,138NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,907MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,907MinimumInvestmentReturnAmt
Distributable Before Adj$7,907DistributableBeforeAdjAmt
Distributable Before Ded$7,907DistributableBeforeDedAmt
Distributable As Adjusted$7,907DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$300,003ExpensesAndContributionsAmt
Qualifying Distributions$300,003QualifyingDistributionsAmt
Adjusted Qualifying Distri$300,003AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,907DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$270,065ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$199,955ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$295,607ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$292,962ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$791,638ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,850,227TotalExcessDistributionCyovAmt
Qualifying Distributions$300,003QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$7,907AppliedToCurrentYearAmt
Remaining Distri From Corpus$292,096RemainingDistriFromCorpusAmt
Total Corpus$2,142,323TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$270,065ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,872,258ExcessDistriCyovToNextYrAmt
Excess From Year4$199,955ExcessFromYear4Amt
Excess From Year3$295,607ExcessFromYear3Amt
Excess From Year2$292,962ExcessFromYear2Amt
Excess From Year1$791,638ExcessFromYear1Amt
Excess From Current Year$292,096ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDAVID H SCHMIDTContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
LDS CHURCH
50 EAST NORTH TEMPLESALT LAKE CITYUT84150N/ANONEVARIOUS$96,503
FAMILY RECORDS INC
275 EAST SOUTH TEMPLE 201SALT LAKE CITYUT84111N/ANONEVARIOUS$203,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$300,003TotalGrantOrContriPdDurYrAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonDAVID H SCHMIDTContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 95410AddressLine1Txt
CitySOUTH JORDANCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84095ZIPCd
FieldValueIRS element (for citing)
Total Contributions$592,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemGOLD COINSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$292,000BookValueAmt
EOYFMV$292,000EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK CHARGESDesc
Revenue And Expenses Per Books$30RevenueAndExpensesPerBooksAmt

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