STERLING AND SHELLI GARDNER FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
STERLING AND SHELLI GARDNER FOUNDATION (EIN 87-0686202)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-13
IRS object ID
201921339349101312
Schema version
2018v3.1
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)
Return2019-05-13T09:52:52-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Begin2018-01-01TaxPeriodBeginDt

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
Signature2019-05-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES C SAVASPreparerPersonNm
PTINP00162171PTIN
Phone8014532080PhoneNum
Preparation2019-05-10PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address50.192.195.241IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-13IPDt
IP Tm09:52:52IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id26D3BF649A77DE9717917DE4D93D832B3F89D5B1AtSubmissionCreationDeviceId
At Submission Filing Device Id2142DEEACF20D33995FAA211EEE17BD9F85B443BAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,196,811FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$500,000ContriRcvdRevAndExpnssAmt
Total Rev And Expnss$500,000TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,275AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$1,275AccountingFeesChrtblPrpsAmt
Tot Opr Expenses Rev And Expnss$1,275TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,275TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$120,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$120,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$121,275TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$121,275TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$378,725ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$813,964CashBOYAmt
Cash EOY$1,192,689CashEOYAmt
Cash EOYFMV$1,192,689CashEOYFMVAmt
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$818,086TotalAssetsBOYAmt
Total Assets EOY$1,196,811TotalAssetsEOYAmt
Total Assets EOYFMV$1,196,811TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$818,086UnrestrictedBOYAmt
Unrestricted EOY$1,196,811UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$818,086TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,196,811TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$818,086TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,196,811TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$818,086TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$378,725ExcessRevenueOverExpensesAmt
Subtotal$1,196,811SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,196,811TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$411,266AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$774,169NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.531235DistributionYr1Rt
Adjusted Qlfy Distri Yr2$118,730AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$400,580NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.296395DistributionYr2Rt
Adjusted Qlfy Distri Yr3$220,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$526,317NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.417999DistributionYr3Rt
Adjusted Qlfy Distri Yr4$361,720AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$695,819NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.519848DistributionYr4Rt
Adjusted Qlfy Distri Yr5$194,889AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$415,011NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.469600DistributionYr5Rt
Total Distribution2.235077TotalDistributionRt
Average Distribution0.447015AverageDistributionRt
Net Vl Noncharitable Assets$1,070,377NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$478,475AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$478,475AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$121,275QualifyingDistributionsAmt

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$1,082,555AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$4,122FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,086,677TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,086,677AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$16,300CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,070,377NetVlNoncharitableAssetsAmt
Minimum Investment Return$53,519MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$53,519MinimumInvestmentReturnAmt
Distributable Before Adj$53,519DistributableBeforeAdjAmt
Distributable Before Ded$53,519DistributableBeforeDedAmt
Distributable As Adjusted$53,519DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$121,275ExpensesAndContributionsAmt
Qualifying Distributions$121,275QualifyingDistributionsAmt
Adjusted Qualifying Distri$121,275AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$53,519DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$174,138ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$326,929ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$193,684ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$98,701ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$372,558ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,166,010TotalExcessDistributionCyovAmt
Qualifying Distributions$121,275QualifyingDistributionsAmt
Applied To Current Year$53,519AppliedToCurrentYearAmt
Remaining Distri From Corpus$67,756RemainingDistriFromCorpusAmt
Total Corpus$1,233,766TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$174,138ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,059,628ExcessDistriCyovToNextYrAmt
Excess From Year4$326,929ExcessFromYear4Amt
Excess From Year3$193,684ExcessFromYear3Amt
Excess From Year2$98,701ExcessFromYear2Amt
Excess From Year1$372,558ExcessFromYear1Amt
Excess From Current Year$67,756ExcessFromCurrentYearAmt

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 Phone8017176789RecipientPhoneNum
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 (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
COURAGE REINS
5870 W 10400 NHIGHLANDUT84003NONEPUBLICUNRESTRICTED$50,000
KANAB CITY
26 NORTH 100 EASTKANABUT84741NONEPUBLICCITY PARK$70,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$120,000TotalGrantOrContriPdDurYrAmt

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

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 PersonSTERLING SHELLI GARDNERContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1610 W WESTFIELD RDAddressLine1Txt
CityALPINECityNm
State AbbreviationUTStateAbbreviationCd
ZIP840041501ZIPCd
FieldValueIRS element (for citing)
Total Contributions$500,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$1,275Amt
Disbursements Charitable Prps$1,275DisbursementsCharitablePrpsAmt

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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