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STERLING AND SHELLI GARDNER FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
STERLING AND SHELLI GARDNER FOUNDATION (EIN 87-0686202)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-07-10
IRS object ID
202011929349101516
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)
Return2020-07-10T17:59:45-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN464368213PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SAVAS & COMPANY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16405 SOUTH 3000 EAST 201AddressLine1Txt
CitySALT LAKE CITYCityNm
State AbbreviationUTStateAbbreviationCd
ZIP841216990ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN870686202EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTERLING GARDNERPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8014532080PhoneNum
Signature2020-07-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES C SAVASPreparerPersonNm
PTINP00162171PTIN
Phone8014532080PhoneNum
Preparation2020-07-10PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address50.192.195.241IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-07-10IPDt
IP Tm17:59:45IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id26D3BF649A77DE9717917DE4D93D832B3F89D5B1AtSubmissionCreationDeviceId
At Submission Filing Device Id8521B3BF6034432050DE0116DEA290C98A86366BAtSubmissionFilingDeviceId
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$1,100,711FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Total Rev And Expnss$0TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,100AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$1,100AccountingFeesChrtblPrpsAmt
Tot Opr Expenses Rev And Expnss$1,100TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,100TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$95,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$95,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$96,100TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$96,100TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$96,100ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,192,689CashBOYAmt
Cash EOY$1,096,589CashEOYAmt
Cash EOYFMV$1,096,589CashEOYFMVAmt
Other Nts And Loans Rcvbl$4,122OtherNtsAndLoansRcvblAmt
Other Nts And Loans Rcvbl BOY$4,122OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$4,122OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$4,122OtherNtsAndLoansRcvblEOYFMVAmt
Total Assets BOY$1,196,811TotalAssetsBOYAmt
Total Assets EOY$1,100,711TotalAssetsEOYAmt
Total Assets EOYFMV$1,100,711TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,196,811NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,100,711NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,196,811TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,100,711TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,196,811TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,100,711TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,196,811TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$96,100ExcessRevenueOverExpensesAmt
Subtotal$1,100,711SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,100,711TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$121,275AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,070,377NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.113301DistributionYr1Rt
Adjusted Qlfy Distri Yr2$411,266AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$774,169NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.531235DistributionYr2Rt
Adjusted Qlfy Distri Yr3$118,730AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$400,580NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.296395DistributionYr3Rt
Adjusted Qlfy Distri Yr4$220,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$526,317NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.417999DistributionYr4Rt
Adjusted Qlfy Distri Yr5$361,720AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$695,819NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.519848DistributionYr5Rt
Total Distribution1.878778TotalDistributionRt
Average Distribution0.375756AverageDistributionRt
Net Vl Noncharitable Assets$1,156,766NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$434,662AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$434,662AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$96,100QualifyingDistributionsAmt

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
Individual With BooksSAVAS COMPANY LLCIndividualWithBooksNm
Phone8014532080PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

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

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
STERLING GARDNER
610 WESTFIELD ROADALPINEUT84004TRUSTEE1.00$0$0$0
SHELLI GARDNER
610 WESTFIELD ROADALPINEUT84004TRUSTEE1.00$0$0$0
JASON HOOPIIAINA
610 WESTFIELD RDALPINEUT840041501DIRECTOR1.00$0$0$0
JON BROWN
610 WESTFIELD RDALPINEUT840041501DIRECTOR1.00$0$0$0
MEGAN WHITE
610 WESTFIELD RDALPINEUT840041501DIRECTOR1.00$0$0$0
NATE WHITE
610 W WESTFIELD RDALPINEUT840041501DIRECTOR1.00$0$0$0
SAGE HOOPIIAINA
610 W WESTFIELD RDALPINEUT840041501DIRECTOR1.00$0$0$0
SARA DOUGLASS
610 W WESTFIELD RDALPINEUT840041501DIRECTOR1.00$0$0$0
SEAN DOUGLASS
610 W WESTFIELD RDALPINEUT840041501DIRECTOR1.00$0$0$0
SHALAE BROWN
610 W WESTFIELD RDALPINEUT840041501DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,170,260AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$4,122FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,174,382TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,174,382AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$17,616CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,156,766NetVlNoncharitableAssetsAmt
Minimum Investment Return$57,838MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$57,838MinimumInvestmentReturnAmt
Distributable Before Adj$57,838DistributableBeforeAdjAmt
Distributable Before Ded$57,838DistributableBeforeDedAmt
Distributable As Adjusted$57,838DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$96,100ExpensesAndContributionsAmt
Qualifying Distributions$96,100QualifyingDistributionsAmt
Adjusted Qualifying Distri$96,100AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$57,838DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$326,929ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$193,684ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$98,701ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$372,558ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$67,756ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,059,628TotalExcessDistributionCyovAmt
Qualifying Distributions$96,100QualifyingDistributionsAmt
Applied To Current Year$57,838AppliedToCurrentYearAmt
Remaining Distri From Corpus$38,262RemainingDistriFromCorpusAmt
Total Corpus$1,097,890TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$326,929ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$770,961ExcessDistriCyovToNextYrAmt
Excess From Year4$193,684ExcessFromYear4Amt
Excess From Year3$98,701ExcessFromYear3Amt
Excess From Year2$372,558ExcessFromYear2Amt
Excess From Year1$67,756ExcessFromYear1Amt
Excess From Current Year$38,262ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMEGAN WHITERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1732 WEST 600 NORTHAddressLine1Txt
CityALPINECityNm
State AbbreviationUTStateAbbreviationCd
ZIP84004ZIPCd
FieldValueIRS element (for citing)
Recipient Email AddressMEG.W@HOTMAIL.COMRecipientEmailAddressTxt
Form And Info And MaterialsWRITTEN REQUEST WITH EXPLANATION OF NEED.FormAndInfoAndMaterialsTxt
Submission DeadlinesNO SUBMISSION DEADLINES REQUIRED.SubmissionDeadlinesTxt
Restrictions On AwardsNO RESTRICTIONS OR LIMITATIONS ON AWARDS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
COURAGE REINS
5870 W 10400 NHIGHLANDUT84003NONEPUBLICUNRESTRICTED$50,000
AMERICAN HERITAGE SCHOOL
736 NORTH 100 EASTAMERICAN FORKUT84003NONEPUBLICUNRESTRICTED$13,000
CENTER FOR WOMEN & CHILDREN IN CRIS
1433 EAST 840 NORTHOREMUT84097NONEPUBLICUNRESTRICTED$7,000
KANE COUNTY CHILDREN'S JUSTICE CENT
76 EAST 445 NORTHKANABUT84741NONPUBLICUNRESTRICTED$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$95,000TotalGrantOrContriPdDurYrAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$1,100Amt
Disbursements Charitable Prps$1,100DisbursementsCharitablePrpsAmt

Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch

Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp

Borrower Name BorrowerNameGrp

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

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