STERLING AND SHELLI GARDNER FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
STERLING AND SHELLI GARDNER FOUNDATION (EIN 87-0686202)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-04
IRS object ID
201831249349100978
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-05-04T16:19:08-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

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 Begin2017-01-01TaxPeriodBeginDt

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
Signature2018-05-03SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES C SAVASPreparerPersonNm
PTINP00162171PTIN
Phone8014532080PhoneNum
Preparation2018-05-03PreparationDt
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$818,086FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$850,000ContriRcvdRevAndExpnssAmt
Total Rev And Expnss$850,000TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,266AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$1,266AccountingFeesChrtblPrpsAmt
Tot Opr Expenses Rev And Expnss$1,266TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,266TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$410,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$410,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$411,266TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$411,266TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$438,734ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$370,230CashBOYAmt
Cash EOY$813,964CashEOYAmt
Cash EOYFMV$813,964CashEOYFMVAmt
Other Nts And Loans Rcvbl$4,122OtherNtsAndLoansRcvblAmt
Other Nts And Loans Rcvbl BOY$9,122OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$4,122OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$4,122OtherNtsAndLoansRcvblEOYFMVAmt
Total Assets BOY$379,352TotalAssetsBOYAmt
Total Assets EOY$818,086TotalAssetsEOYAmt
Total Assets EOYFMV$818,086TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$379,352UnrestrictedBOYAmt
Unrestricted EOY$818,086UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$379,352TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$818,086TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$379,352TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$818,086TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$379,352TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$438,734ExcessRevenueOverExpensesAmt
Subtotal$818,086SubtotalAmt
Tot Net Ast Or Fund Balances EOY$818,086TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$118,730AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$400,580NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.296395DistributionYr1Rt
Adjusted Qlfy Distri Yr2$220,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$526,317NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.417999DistributionYr2Rt
Adjusted Qlfy Distri Yr3$361,720AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$695,819NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.519848DistributionYr3Rt
Adjusted Qlfy Distri Yr4$194,889AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$415,011NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.469600DistributionYr4Rt
Adjusted Qlfy Distri Yr5$237,500AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$613,574NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.387076DistributionYr5Rt
Total Distribution2.090918TotalDistributionRt
Average Distribution0.418184AverageDistributionRt
Net Vl Noncharitable Assets$774,169NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$323,745AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$323,745AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$411,266QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
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

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$781,836AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$4,122FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$785,958TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$785,958AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$11,789CashDeemedCharitableAmt
Net Vl Noncharitable Assets$774,169NetVlNoncharitableAssetsAmt
Minimum Investment Return$38,708MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$38,708MinimumInvestmentReturnAmt
Distributable Before Adj$38,708DistributableBeforeAdjAmt
Distributable Before Ded$38,708DistributableBeforeDedAmt
Distributable As Adjusted$38,708DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$411,266ExpensesAndContributionsAmt
Qualifying Distributions$411,266QualifyingDistributionsAmt
Adjusted Qualifying Distri$411,266AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$38,708DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$206,821ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$174,138ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$326,929ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$193,684ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$98,701ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,000,273TotalExcessDistributionCyovAmt
Qualifying Distributions$411,266QualifyingDistributionsAmt
Applied To Current Year$38,708AppliedToCurrentYearAmt
Remaining Distri From Corpus$372,558RemainingDistriFromCorpusAmt
Total Corpus$1,372,831TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$206,821ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,166,010ExcessDistriCyovToNextYrAmt
Excess From Year4$174,138ExcessFromYear4Amt
Excess From Year3$326,929ExcessFromYear3Amt
Excess From Year2$193,684ExcessFromYear2Amt
Excess From Year1$98,701ExcessFromYear1Amt
Excess From Current Year$372,558ExcessFromCurrentYearAmt

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 (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
COURAGE REINS
5870 W 10400 NHIGHLANDUT84003NONEPUBLICUNRESTRICTED$85,000
KANAB CITY
26 NORTH 100 EASTKANABUT84741NONEPUBLICCITY PARK$320,000
AMERICAN HERITAGE SCHOOL
736 NORTH 100 EASTAMERICAN FORKUT84003NONEPUBLICUNRESTRICTED$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$410,000TotalGrantOrContriPdDurYrAmt

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$850,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$1,266Amt
Disbursements Charitable Prps$1,266DisbursementsCharitablePrpsAmt

Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch

Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (2 entries)

Loan OriginalLoanOriginalAmtBalance DueBalanceDueAmtNoteNoteDtInterestInterestRtSecurity Provided BorrowerSecurityProvidedBorrowerTxt
NR FAMILY IRREV TRUST
$4,122$4,1222007-120.0100NONE
NR STERLING AND SHELLI GARDNER
$5,0002016-040.0100NONE

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