MELDRUM FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MELDRUM FOUNDATION (EIN 87-0657244)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-08
- IRS object ID
- 201941289349101314
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-08T17:21:32-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICEWATERHOUSECOOPERS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 SOUTH MAIN STREET STE 900 | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 870657244 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Meldrum Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % PETER MELDRUM | InCareOfNm |
| Business Name Control | MELD | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1808 Mohawk Way | AddressLine1Txt |
| City | Salt Lake City | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRIS MELDRUM | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Signature | 2019-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Stan VanderToole | PreparerPersonNm |
| PTIN | P00633084 | PTIN |
| Phone | 8015319666 | PhoneNum |
| Preparation | 2019-05-07 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 155.201.188.33 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 87070220191285000002 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-05-08 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 83A15AD89C2C3B794E9A51C876ADA00940051E5B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D5005B887C30ADB48F60CEFD41175B970A9F5D28 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $31,137,559 | 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 | $210,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,526,065 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,526,065 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $142,237 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $142,237 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $68 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $68 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $68 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $110,299 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,570,760 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $110,299 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $28,054 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $28,054 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,016,723 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,806,723 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,750 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $19,055 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $19,055 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $27,014 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $13,507 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $13,507 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,764 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $882 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $882 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $98,521 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $98,521 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $149,854 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $133,715 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $16,139 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,449,580 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,449,580 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,599,434 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $133,715 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,465,719 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $417,289 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,673,008 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $414,860 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | -$133,153 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | -$133,153 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $12,434 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,434 | CorporateStockEOYAmt |
| Corporate Bonds BOY | $31,368,119 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $32,333,421 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $31,270,712 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,478 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,478 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $31,795,413 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,212,702 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $31,137,559 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $33 | CapitalStockBOYAmt |
| Capital Stock EOY | $33 | CapitalStockEOYAmt |
| Retained Earning BOY | $31,795,380 | RetainedEarningBOYAmt |
| Retained Earning EOY | $32,212,669 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $31,795,413 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $32,212,702 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $31,795,413 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $32,212,702 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $31,795,413 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $417,289 | ExcessRevenueOverExpensesAmt |
| Subtotal | $32,212,702 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $32,212,702 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| COVERED SHORT TERM | $1,389,890 | $1,359,122 | $30,768 | $30,768 |
| COVERED LONG TERM | $1,808,397 | $1,737,834 | $70,563 | $70,563 |
| NONCOVERED LONG TERM | $2,370,818 | $2,363,505 | $7,313 | $7,313 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $110,299 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,394,843 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $27,754,484 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050256 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,416,586 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $27,851,978 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050861 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $514,106 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $13,566,939 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.037894 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $559,800 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,936,079 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051188 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $456,401 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,521,726 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.053557 | DistributionYr5Rt |
| Total Distribution | 0.243756 | TotalDistributionRt |
| Average Distribution | 0.048751 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $29,347,804 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,430,735 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $16,730 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,447,465 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,465,719 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $16,730 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $16,730 | SubtotalAmt |
| Tax Based On Investment Income | $16,730 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,372 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $17,372 | TotalPaymentsAndCreditsAmt |
| Overpayment | $642 | OverpaymentAmt |
| Applied To ES Tax | $642 | 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 | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | UT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | 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 | PETER MELDRUM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8014877602 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1808 MOHAWK WAY | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84108 | 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 | Yes (true) | 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 | false | BusinessHoldingsInd |
| 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 |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| PETER D MELDRUM | ||||||||
| 1808 MOHAWK WAY | SALT LAKE CITY | UT | 84108 | EXEC DIR | 0 | $0 | $0 | $0 |
| CATHERINE R MELDRUM | ||||||||
| 1808 MOHAWK WAY | SALT LAKE CITY | UT | 84108 | SEC/TREAS | 0 | $0 | $0 | $0 |
| CHRISTOPHER S MELDRUM | ||||||||
| 10 PARADISE PLACE | DURHAM | NC | 27705 | TRUSTEE | 0 | $0 | $0 | $0 |
| JENNETTE D MELDRUM | ||||||||
| 10 PARADISE PLACE | DURHAM | NC | 27705 | TRUSTEE | 0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $29,755,478 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $39,247 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $29,794,725 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $29,794,725 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $446,921 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $29,347,804 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,467,390 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,467,390 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,730 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,730 | TotalTaxAmt |
| Distributable Before Adj | $1,450,660 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,450,660 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,450,660 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,465,719 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,465,719 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $16,730 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,448,989 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,450,660 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $39,889 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $26,204 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $55,871 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $41,863 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $163,827 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,465,719 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $1,450,660 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $15,059 | RemainingDistriFromCorpusAmt |
| Total Corpus | $178,886 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $39,889 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $138,997 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $26,204 | ExcessFromYear4Amt |
| Excess From Year2 | $55,871 | ExcessFromYear2Amt |
| Excess From Year1 | $41,863 | ExcessFromYear1Amt |
| Excess From Current Year | $15,059 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PETER D MELDRUM | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| PIONEER THEATRE | ||||||||
| 300 SOUTH 1400 EAST | SALT LAKE CITY | UT | 84112 | 501(C)(3) | 501(C)(3) | ARTS | $2,200 | |
| BALLET WEST | ||||||||
| 50 WEST 200 SOUTH | SALT LAKE CITY | UT | 84101 | 501(C)(3) | 501(c)(3) | INNOVATION PROGRAM | $50,000 | |
| WESTMINSTER COLLEGE | ||||||||
| 1840 SOUTH 1300 EAST | SALT LAKE CITY | UT | 841053697 | 501(C)(3) | 501(c)(3) | 1st generation student endowed scholarship | $200,000 | |
| WESTMINSTER COLLEGE | ||||||||
| 1840 SOUTH 1300 EAST | SALT LAKE CITY | UT | 84105 | 501(C)(3) | 501(c)(3) | Womans Board Silver Tea | $2,000 | |
| UNIVERSITY OF UTAH | ||||||||
| 201 PRESIDENTS CIRCLE ROOM 203 | SALT LAKE CITY | UT | 84112 | 501(C)(3) | 501(c)(3) | FIRST GENERATION SCHOLARSHIP | $400,000 | |
| PORCH DURHAM | ||||||||
| 10 PARADISE PLACE | DURHAM | NC | 27705 | 501(C)(3) | 501(c)(3) | CHILD DEVELOPMENT | $5,000 | |
| HOLY CROSS MINISTRIES | ||||||||
| 860 EAST 4500 SOUTH SUITE 204 | SALT LAKE CITY | UT | 84107 | 501(C)(3) | ORGANIZATION ADVANCEMENT | $10,000 | ||
| GUADALUPE SCHOOL | ||||||||
| 1385 N 1200 W | SALT LAKE CITY | UT | 84116 | 501(C)(3) | CHILD DEVELOPMENT | $10,000 | ||
| UNIVERSITY OF UTAH | ||||||||
| 332 S UNIVERSITY STREET | SALT LAKE CITY | UT | 84112 | 501(C)(3) | CHEMICAL ENGINEERING INNOVATION LABORATORY | $100,000 | ||
| UNIVERSITY OF UTAH | ||||||||
| 332 S 1400 E | SALT LAKE CITY | UT | 84112 | 501(C)(3) | LIBRARY SKI ARCHIVES | $1,000 | SUITE 150 | |
| KOINS FOR KENYA | ||||||||
| 19 WEST 550 NORTH | FARMINTON | UT | 84025 | 501(C)(3) | ASSIST DEVELOPING COMMUNITIES | $26,000 | ||
| TANZIAN CHILDREN'S FUND | ||||||||
| 9 WATERHOUSE STREET | CAMBRIDGE | MA | 02138 | 501(C)(3) | CHILD DEVELOPMENT | $10,000 | ||
| HEIFER INTERNATIONAL | ||||||||
| 1 WORLD AVENUE | LITTLE ROCK | AR | 72202 | 501(C)(3) | CARE FOR THE IMPOVERISHED | $10,000 | ||
| UNBOUND | ||||||||
| 1 ELMWOOD AVENUE | KANSAS CITY | KS | 66103 | 501(C)(3) | SCHOLARSHIP | $10,000 | ||
| THE GOOD SAMARITAN PROGRAM | ||||||||
| 347 E S TEMPLE | SALT LAKE CITY | UT | 84111 | 501(C)(3) | HELP IMPOVERSIHED | $10,000 | ||
| EAST DURHAM CHILDREN'S INITIATIVE | ||||||||
| 2101 ANGIER AVE | DURHAM | NC | 27703 | 501(C)(3) | CHILD DEVELOPMENT | $100,000 | ||
| UNIVERSITY OF UTAH | ||||||||
| 322 S UNIVERSITY STREET | SALT LAKE CITY | UT | 84112 | 501(C)(3) | UGANDA PROJECT | $30,000 | ||
| ST THOMAS MORE HALL | ||||||||
| 3015 CREEK RD | COTTONWOOD HEIGHTS | UT | 84093 | 501(C)(3) | CHURCH RENOVATION | $50,000 | ||
| FOOD FOR THE POOR | ||||||||
| 6401 LYONS ROAD | COCONUT CREEK | FL | 33073 | 501(C)(3) | PROVIDE LIFESAVING FOOD | $6,750 | ||
| FOREST VIEW TUTOR | ||||||||
| 1901 Estates Dr | Mount Prospect | IL | 60056 | 501(C)(3) | EDUCATION | $76,800 | ||
| CATHOLIC COMMUNITY SERVICES | ||||||||
| 745 300 S | SALT LAKE CITY | UT | 84102 | 501(C)(3) | ORGANIZATION ADVANCEMENT | $10,000 | ||
| AMERICAN RED CROSS | ||||||||
| 431 18TH STREET NW | WASHINGTON | DC | 20006 | 501(C)(3) | RESECUE | $1,000 | ||
| HOMES OF HOPE INDIA | ||||||||
| 1413 HAWTHORNE ROAD | WILMINGTON | NC | 28403 | 501(C)(3) | ORPHANAGE DEVELOPMENT | $101,090 | ||
| SPYHOP | ||||||||
| 669 SOUTH WEST TEMPLE | SALT LAKE CITY | UT | 84101 | 501(C)(3) | BUILDING CONSTRUCTION | $20,000 | SUITE 202 | |
| CROSSFIT FOUNDATION | ||||||||
| 3218 LAKESIDE VILLAGE DR | PRESCOTT | AZ | 86301 | 501(C)(3) | SCHOOL DEVELOPMENT | $50,000 | ||
| NATURAL HISTORY MUSEUM OF UTAH | ||||||||
| 1808 MOHAWK WAY | SALT LAKE CITY | UT | 84108 | 501(C)(3) | EXHIBITION | $127,500 | ||
| TAYLORSVILLE HIGH SCHOOL | ||||||||
| 5225 S REDWOOD ROAD | TAYLORSVILLE | UT | 84123 | 501(C)(3) | SCHOOL SUPPLIES | $1,000 | ||
| UNIVERSITY OF UTAH | ||||||||
| 322 S UNIVERSITY STREET | SALT LAKE CITY | UT | 84112 | 501(C)(3) | IMMIGRATION PATHWAY | $25,000 | ||
| SALT LAKE GULLS BASEBALL CLUB | ||||||||
| Lindquist Stadium | Salt lake city | UT | 84111 | 501(C)(3) | BASEBALL DEVELOPMENT | $1,300 | ||
| UNIVERSITY OF UTAH | ||||||||
| 322 S UNIVERSITY STREET | SALT LAKE CITY | UT | 84112 | 501(C)(3) | GALA | $1,940 | ||
| KNIGHTS OF COLUMBUS | ||||||||
| 1 COLUMBUS PLAZA | NEW HAVEN | CT | 06510 | 501(C)(3) | HUMAN AID | $1,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,449,580 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRIBUTIONS | Desc |
| Exclusion | $210,000 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,519,020 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $142,237 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $68 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $120,661 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME FROM PASSTHROUGH AND INVESTMENTS | Desc |
| Exclusion | 18 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,991,986 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,991,986 | 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 | PETER MELDRUM | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1808 MOHAWK WAY | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $210,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $3,500 | Amt |
| Net Investment Income | $1,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,750 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | EQUIPMENT | PropertyDesc |
| Acquired | 2011-03-24 | AcquiredDt |
| Cost Or Other Basis | $1,478 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $1,478 | PriorYearDepreciationAmt |
| Computation Method | M5 | ComputationMethodTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | VARIOUS | BondNm |
| EOY Book Value | $32,333,421 | EOYBookValueAmt |
| EOYFMV | $31,270,712 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | 2,431 MYREXIS, INC | StockNm |
| EOY Book Value | $12,434 | EOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| OTHER EXPENSES | $24,940 | $24,940 |
| INVESTMENT EXPENSE | $73,581 | $73,581 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| OTHER INCOME | $17,261 | $17,261 |
| CAPITAL CONTRIBUTION | $10,361 | $10,361 |
| ROYALTY INCOME | $432 | $432 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL TAXES | $19,024 | $19,024 |
| FOREIGN TAXES | $31 | $31 |
Comments