BGDG FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
BGDG FOUNDATION (EIN 47-2555595)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-06-20
IRS object ID
201821719349100402
Schema version
2017v2.2
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)
Return2018-06-20T07:53:56-07:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN455533242PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Anderson Bradshaw PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15296 S Commerce Dr Ste 300AddressLine1Txt
CitySalt Lake CityCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84107ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN472555595EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BGDG FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBGDGBusinessNameControlTxt
Phone8019305309PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14766 S Holladay BlvdAddressLine1Txt
CitySalt Lake CityCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84117ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKenneth WoolleyPersonNm
Person TitlePresidentPersonTitleTxt
Signature2018-06-20SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJ Russ BradshawPreparerPersonNm
PTINP00579222PTIN
Phone8012814700PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$339,619FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$100,560ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$13DividendsRevAndExpnssAmt
Dividends Net Invst Incm$13DividendsNetInvstIncmAmt
Dividends Adj Net Incm$13DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$6,736NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$17,055GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$6,736CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$107,309TotalRevAndExpnssAmt
Total Net Invst Incm$6,749TotalNetInvstIncmAmt
Total Adj Net Incm$13TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$125LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$435AccountingFeesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$560TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$31,424ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$31,424ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$31,984TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$31,424TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$75,325ExcessRevenueOverExpensesAmt
Net Investment Income$6,749NetInvestmentIncomeAmt
Adjusted Net Income$13AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$15,151SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$634SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$634SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$228,330CorporateStockBOYAmt
Corporate Stock EOY$105,325CorporateStockEOYAmt
Corporate Stock EOYFMV$338,985CorporateStockEOYFMVAmt
Total Assets BOY$243,481TotalAssetsBOYAmt
Total Assets EOY$105,959TotalAssetsEOYAmt
Total Assets EOYFMV$339,619TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$243,481RetainedEarningBOYAmt
Retained Earning EOY$105,959RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$243,481TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$105,959TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$243,481TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$105,959TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$243,481TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$75,325ExcessRevenueOverExpensesAmt
Subtotal$318,806SubtotalAmt
Other Decreases$212,847OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$105,959TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
Property370 Health Equity SharesPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2015-06-12AcquiredDt
Sold2017-09-25SoldDt
Gross Sales Price$17,055GrossSalesPriceAmt
Cost Or Other Basis$10,319CostOrOtherBasisAmt
Gain Or Loss$6,736GainOrLossAmt
Gains Minus Excess Or Losses$6,736GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$6,736CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$100AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$257,481NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.00039DistributionYr1Rt
Adjusted Qlfy Distri Yr2$5,816AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$174,688NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.03329DistributionYr2Rt
Total Distribution0.033682TotalDistributionRt
Average Distribution0.016841AverageDistributionRt
Net Investment Income Pct$67NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$67AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$31,424QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$67InvestmentIncomeExciseTaxAmt
Subtotal$67SubtotalAmt
Tax Based On Investment Income$67TaxBasedOnInvestmentIncomeAmt
Tax Due$67TaxDueAmt

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
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Kenneth WoolleyBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8012814700PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15296 S Commerce Drive Ste 300AddressLine1Txt
CitySalt Lake CityCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84107ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonKenneth WoolleyPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13115 Lion Lany 300AddressLine1Txt
CitySalt Lake CityCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84121ZIPCd
FieldValueIRS element (for citing)
TitlePresidentTitleTxt
Average Hrs Per Wk Devoted To Pos0.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Tax Based On Investment Income$67TaxBasedOnInvestmentIncomeAmt
Total Tax$67TotalTaxAmt
Distributable Before Adj$67DistributableBeforeAdjAmt
Distributable Before Ded$67DistributableBeforeDedAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$31,424ExpensesAndContributionsAmt
Qualifying Distributions$31,424QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$67PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$31,357AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$5,816ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$14,100ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$19,916TotalExcessDistributionCyovAmt
Qualifying Distributions$31,424QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$31,424RemainingDistriFromCorpusAmt
Total Corpus$51,340TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$51,340ExcessDistriCyovToNextYrAmt
Excess From Year2$5,816ExcessFromYear2Amt
Excess From Year1$14,100ExcessFromYear1Amt
Excess From Current Year$31,424ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerKenneth WoolleyContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Maya Relief Foundation
5076 El MirloRancho Santa FeCA92067N/AEOFCharitable Contribution$16,334
Leukemia Lymphoma Society
5296 S Commerce Dr Suite 101MurrayUT84107N/AEOFCharitable Contribution$6,250
UNICEF USA
125 Maiden LnNew YorkNY10038N/AEOFCharitable Contribution$200
Builders without Borders
1095 S 800 EOremUT84097N/AEOFCharitable Contribution$250
Utah Parent Center
230 West 200 South Suite 1101Salt Lake CityUT84101N/AEOFCharitable Contribution$1,000
Feed the Children
333 N MeridianOklahoma CityOK73107N/AEOFCharitable Contribution$1,000
Givesmart US Inc
900 Circle 75 Pkwy Suite 200AtlantaGA30339N/AEOFCharitable Contribution$1,390
LDS Philanthropies
1450 N University AveProvoUT84604N/AEOFCharitable Contribution$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$31,424TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$13UnrelatedBusinessTaxblIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$6,736RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$13UnrelatedBusinessTaxblIncmAmt
Related Or Exempt Function Incm$6,736RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$6,749TotalIncomeProducingActyAmt

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 PersonJoy WoolleyContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line13115 Lion Lane 300AddressLine1Txt
CitySalt Lake CityCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84121ZIPCd
FieldValueIRS element (for citing)
Total Contributions$100,560TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property2000 Shares of HQY @ 50.03 Per ShareNoncashPropertyDesc
Fair Market Value$100,060FairMarketValueAmt
Received2017-11-15ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
Amt$435Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
Legal Fees$125LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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