BASTIAN FAMILY CHARITABLE FOUNDATON: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- BASTIAN FAMILY CHARITABLE FOUNDATON (EIN 27-1271726)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-12-11
- IRS object ID
- 201843459349100409
- Schema version
- 2017v2.3
- 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
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-12-11T15:58:50-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341878512 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MHM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 EAST 200 SOUTH STE 1000 | 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 | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271271726 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BASTIAN FAMILY CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BAST | BusinessNameControlTxt |
| Phone | 8013649300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 233 NORTH 1250 WEST SUITE 202 | AddressLine1Txt |
| City | CENTERVILLE | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84014 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EMILY MARKHAM | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 8013649300 | PhoneNum |
| Signature | 2018-12-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CLAIR A ROOD JR | PreparerPersonNm |
| PTIN | P00106081 | PTIN |
| Phone | 8013649300 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 96.73.8.178 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-12-11 | IPDt |
| IP Tm | 15:19:00 | IPTm |
| IP Timezone | MS | IPTimezoneCd |
| Federal Original Submission Id | 871868201831903fae13 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-11-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6F0D6A764325D78DA8EEF00D74D4982763945B79 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $59,391,427 | 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 | $1,401,071 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,912 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,912 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $426,557 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $415,142 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,738,682 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $22,299,391 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,738,682 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $23,481 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $71,331 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | -$47,850 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | -$166,212 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $16,356,160 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $15,157,736 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $16,322 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $165,081 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $163,380 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $25,678 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,523 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $155,118 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $362,199 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $171,903 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $237,305 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $237,305 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $599,504 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $171,903 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $237,305 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $15,756,656 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,985,833 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $497,358 | CashBOYAmt |
| Cash EOY | $1,216,251 | CashEOYAmt |
| Cash EOYFMV | $1,216,251 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl BOY | $8,625,521 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $11,352,428 | CorporateStockBOYAmt |
| Corporate Stock EOY | $32,782,171 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $33,877,348 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $4,366,763 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $189,225 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $6,421,650 | LandBOYAmt |
| Land EOY | $4,177,538 | LandEOYAmt |
| Land EOYFMV | $4,177,538 | LandEOYFMVAmt |
| Other Assets BOY | $23,138,801 | OtherAssetsBOYAmt |
| Other Assets EOY | $19,737,219 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $20,120,290 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $50,035,758 | TotalAssetsBOYAmt |
| Total Assets EOY | $57,913,179 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $59,391,427 | TotalAssetsEOYFMVAmt |
| Deferred Revenue BOY | $7,756,845 | DeferredRevenueBOYAmt |
| Total Liabilities BOY | $7,756,845 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $42,278,913 | RetainedEarningBOYAmt |
| Retained Earning EOY | $57,913,179 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $42,278,913 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $57,913,179 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $50,035,758 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $57,913,179 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $42,278,913 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $15,756,656 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $58,035,569 | SubtotalAmt |
| Other Decreases | $122,390 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $57,913,179 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| SHORT TERM CAPITAL GAINS FROM LLC'S | $16,567 | $16,567 | $16,567 | ||
| LONG TERM CAPITAL GAINS FROM LLC'S | $93,075 | $93,075 | $93,075 | ||
| CAPITAL GAIN DISTRIBUTIONS | $1,871,861 | $1,871,861 | $1,871,861 | ||
| DRY BREAD HOLLOW | $119,175 | $119,175 | $119,175 | D | |
| SHORT TERM CAPITAL GAINS FROM SALE OF SECURITIES | $1,020,500 | $20,745 | $20,745 | $999,755 | |
| LONG TERM CAPITAL GAINS FROM SALE OF SECURITIES | $351,694 | $74,853 | $74,853 | $276,841 | |
| 2016 INSTALLMENT SALE | $7,756,845 | $7,756,845 | $7,756,845 | P | |
| SALE OF EXEMPT PURPOSE ASSET | $9,500,000 | $3,215,887 | $3,215,887 | P | $6,284,113 |
| SALE OF EXEMPT PURPOSE ASSET - THE LAST HOLDOUT | $1,569,674 | $1,569,674 | $1,569,674 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,738,682 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $63,772 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,850,105 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.009310 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $61,510 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,287,327 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047781 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $63,870 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,319,263 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048413 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $64,155 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,369,006 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046862 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $89,741 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,327,884 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.067582 | DistributionYr5Rt |
| Total Distribution | 0.219948 | TotalDistributionRt |
| Average Distribution | 0.043990 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $30,320,271 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,333,789 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $149,858 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,483,647 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $351,700 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $299,717 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $299,717 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $299,717 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $75,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $299,818 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $216,818 | OriginalReturnTaxPaidAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $101 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | UT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CBIZ MHM LLC | IndividualWithBooksNm |
| Phone | 8013649300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 EAST 200 SOUTH SUITE 1000 | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| MARY BASTIAN | ||||||||
| 233 NORTH 1250 WEST SUITE 202 | CENTERVILLE | UT | 84014 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JACOB D ANDERSON | ||||||||
| 233 NORTH 1250 WEST SUITE 202 | CENTERVILLE | UT | 84014 | SECRETARY | 1.00 | $0 | $0 | $0 |
| EMILY MARKHAM | ||||||||
| 233 NORTH 1250 WEST SUITE 202 | CENTERVILLE | UT | 84014 | TREASURER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAYMOND JAMES FINANCIAL SERVICES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 299 SOUTH MAIN STREET SUITE 1300 | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY | ServiceTypeTxt |
| Compensation | $139,583 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | GUIDED HUNTING EDUCATION AND EXPERIENCE FOR DISABLED VETERANS | Description1Txt |
| Expenses1 | $32,000 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $27,003,570 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,191,247 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $587,184 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $30,782,001 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $30,782,001 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $461,730 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $30,320,271 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,516,014 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,516,014 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $299,717 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $299,717 | TotalTaxAmt |
| Distributable Before Adj | $1,216,297 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,216,297 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,216,297 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $237,305 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $114,395 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $351,700 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $351,700 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,216,297 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $179,776 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $351,700 | QualifyingDistributionsAmt |
| Applied To Year1 | $179,776 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $171,924 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,044,373 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARY BASTIAN | ContributingManagerNm |
| Contributing Manager | EMILY MARKHAM | ContributingManagerNm |
| Shareholder Manager | MARY BASTIAN | ShareholderManagerNm |
| Shareholder Manager | EMILY MARKHAM | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | |||||||
| PO BOX 37839 | BOONE | IA | 50037 | N/A | 501(C)(3) | DISASTER RELIEF | $25,000 |
| HUNTSMAN CANCER FOUNDATION | |||||||
| 500 HUNTSMAN WAY | SALT LAKE CITY | UT | 84108 | N/A | 501(C)(3) | MELANOMA CANCER RESEARCH | $50,000 |
| JORDAN EDUCATION FOUNDATION | |||||||
| 7387 CAMPUS VIEW DRIVE | WEST JORDAN | UT | 84084 | N/A | 501(C)(3) | EDUCATION | $10,000 |
| LDS HUMANITARIAN | |||||||
| 1665 BENNETT ROAD | SALT LAKE CITY | UT | 84104 | N/A | 501(C)(3) | HELP WITH WHEELCHAIR PURCHASES | $35,000 |
| MAYO CLINIC | |||||||
| 200 FIRST STREET SOUTH WEST | ROCHESTER | MN | 55905 | N/A | 501(C)(3) | MEDICAL RESEARCH | $25,305 |
| MICHAEL J FOX FOUNDATION | |||||||
| PO BOX 4777 | NEW YORK | NY | 10163 | N/A | 501(C)(3) | PARKINSON'S RESEARCH | $35,000 |
| SHELTER THE HOMELESS | |||||||
| 310 S MAIN STREET SUITE M2 | SALT LAKE CITY | UT | 84101 | N/A | 501(C)(3) | MINIMIZE HOMELESSNESS IN UTAH | $25,000 |
| SIGGMA | |||||||
| PO BOX 820 | DUCHESNE | UT | 84021 | N/A | NC | HUNTING PERMITS FOR DISABLED VETERANS | $32,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $237,305 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,912 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $426,557 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $14,738,682 | ExclusionAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$47,850 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME FROM LLC'S | Desc |
| Related Or Exempt Function Incm | -$166,212 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $15,169,151 | ExclusionAmt |
| Related Or Exempt Function Incm | -$214,062 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,955,089 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 10 | FARMING ACTIVITIES SUBSTANTIALLY CONTRIBUTE TO AGRICULTURAL RESEARCH |
| 11 | FARMING ACTIVITIES SUBSTANTIALLY CONTRIBUTE TO AGRICULTURAL RESEARCH |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID S BASTIAN ESTATE | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7677 SOUTH LINCOLN STREET | AddressLine1Txt |
| City | MIDVALE | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84047 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,401,071 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | CASH AND SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $1,481,167 | FairMarketValueAmt |
| Received | 2017-12-22 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $16,322 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| AMENDED RETURN | FORM 990-PF, PAGE 1, BOX G | THERE WERE CORRECTIONS TO THE ACCOUNTING RECORDS OF THE ORGANIZATION WHICH NECESSITATED AMENDING THE RETURN. |
| 2016 INSTALLMENT SALE DETAIL | FORM 990-PF, PAGE 3, LINE 1G | CHARITABLE PURPOSE AGRICULTURAL RESEARCH LANDDATE ACQUIRED 04/09/2016DATE SOLD 12/06/2016SELLING PRICE 18,751,350LESS BASIS -1,707,544LESS EXPENSES OF SALE -1,530,115GROSS PROFIT 15,513,691GROSS PROFIT PERCENTAGE 82.7337%PAYMENTS RECEIVED DURING YEAR 9,375,675INSTALLMENT SALE INCOME 7,756,845 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITIES & MUTUAL FUNDS | StockNm |
| EOY Book Value | $32,782,171 | EOYBookValueAmt |
| EOYFMV | $33,877,348 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (6 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DB FARMING | $651,321 | $601,851 | $601,851 |
| DRY BREAD HOLLOW | $55,424 | $0 | $0 |
| LAST HOLDOUT INVESTMENTS | $3,670,861 | $3,765,506 | $4,148,577 |
| THE LAST HOLDOUT | $18,734,774 | $15,359,012 | $15,359,012 |
| WHEELER CREEK - RECEIVABLE | $26,421 | $0 | $0 |
| WATER SHARES | $0 | $10,850 | $10,850 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NONDEDUCTIBLE EXPENSES | $1,272 |
| PRIOR PERIOD ADJUSTMENT K-1 | $121,118 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME FROM LLC'S | Desc |
| Revenue And Expenses Per Books | -$166,212 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | -$166,212 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT EXPENSES | CategoryTxt |
| Amt | $165,081 | Amt |
| Net Investment Income | $163,380 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $13,890 | $0 | $0 |
| FOREIGN TAXES | $8,523 | $8,523 | $0 |
| PROPERTY TAXES | $3,265 | $0 | $0 |
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