THE GFC FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE GFC FOUNDATION (EIN 87-0529248)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-02-15
- IRS object ID
- 201800469349100530
- Schema version
- 2016v3.1
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Notes Loans Rcvbl Short Sch2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-02-15T17:08:52-07:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 770645453 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUNSFORD PECK LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5132 N 300 W 200 | AddressLine1Txt |
| City | PROVO | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 870529248 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GFC FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | SWIM | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GFCF | BusinessNameControlTxt |
| Phone | 8012258474 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5132 N 300 W STE 200 | AddressLine1Txt |
| City | PROVO | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84604 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STANFORD SWIM | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8012248600 | PhoneNum |
| Signature | 2018-02-15 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHAYLIN L PECK CPA | PreparerPersonNm |
| PTIN | P00451359 | PTIN |
| Phone | 8012258474 | PhoneNum |
| Preparation | 2018-02-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | 2F5D1A8675EB101A346EDDA059472AF6D8E34F38 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B885EDA8D484343F4059EC6E993A87B38A7ADB12 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $27,102,235 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $178,562 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $178,550 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $178,562 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $570,867 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $462,777 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $570,867 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,050,827 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,218,104 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $66,391 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $14,391 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $66,391 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,866,647 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $655,718 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $815,820 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $173,873 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $152,328 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $152,328 | OthEmplSlrsWgsNetInvstIncmAmt |
| Pension Empl Bnft Rev And Expnss | $7,283 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $7,283 | PensionEmplBnftNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $6,925 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,925 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $164 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $164 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $861 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $861 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $14,234 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $14,234 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $411 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $34,229 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $110,859 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $106,875 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $501,167 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $288,670 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,940,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,940,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,441,417 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $288,670 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,940,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$574,770 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $367,048 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $815,820 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $102,689 | CashEOYAmt |
| Cash EOYFMV | $102,689 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $557,233 | SavAndTempCashInvstBOYAmt |
| Other Nts And Loans Rcvbl | $562,094 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $601,623 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $562,094 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $562,094 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $14,320,684 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $6,350,701 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $6,812,757 | USGovtObligationsEOYFMVAmt |
| Other Investments BOY | $9,373,013 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $18,706,536 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $19,624,225 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $8,541 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,512 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,353,780 | LandBOYAmt |
| Land EOY | $1,029 | LandEOYAmt |
| Other Assets EOY | $470 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $470 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $26,206,333 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,723,519 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $27,102,235 | TotalAssetsEOYFMVAmt |
| Deferred Revenue EOY | $464,485 | DeferredRevenueEOYAmt |
| Total Liabilities EOY | $464,485 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $26,206,333 | RetainedEarningBOYAmt |
| Retained Earning EOY | $25,259,034 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,206,333 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $25,259,034 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,206,333 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $25,723,519 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,206,333 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$574,770 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4 | OtherIncreasesAmt |
| Subtotal | $25,631,567 | SubtotalAmt |
| Other Decreases | $372,533 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $25,259,034 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,962,603 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $27,293,000 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.108548 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,770,261 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $30,432,763 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.091029 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,896,085 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $31,008,611 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.061147 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,849,235 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $29,861,731 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.061927 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,777,300 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $29,631,803 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.059979 | DistributionYr5Rt |
| Total Distribution | 0.382630 | TotalDistributionRt |
| Average Distribution | 0.076526 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,670 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,670 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,940,250 | 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 | $3,670 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,670 | SubtotalAmt |
| Tax Based On Investment Income | $3,670 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $28,945 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $28,945 | TotalPaymentsAndCreditsAmt |
| Overpayment | $25,275 | OverpaymentAmt |
| Applied To ES Tax | $1,000 | AppliedToESTaxAmt |
| Refund | $24,275 | RefundAmt |
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 |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | STANFORD SWIM | IndividualWithBooksNm |
| Phone | 8012258474 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5132 N 300 W STE 200 | AddressLine1Txt |
| City | PROVO | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84604 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STANFORD SWIM | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5132 N 300 W STE 200 | AddressLine1Txt |
| City | PROVO | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $150,873 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $3,670 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,670 | TotalTaxAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,940,250 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,940,250 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,670 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,936,580 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $310,296 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $384,797 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $398,153 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,279,239 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,614,647 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,987,132 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,940,250 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $1,940,250 | RemainingDistriFromCorpusAmt |
| Total Corpus | $5,927,382 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $310,296 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,617,086 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $384,797 | ExcessFromYear4Amt |
| Excess From Year3 | $398,153 | ExcessFromYear3Amt |
| Excess From Year2 | $1,279,239 | ExcessFromYear2Amt |
| Excess From Year1 | $1,614,647 | ExcessFromYear1Amt |
| Excess From Current Year | $1,940,250 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | STAN SWIM | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4247 STONE CROSSING | AddressLine1Txt |
| City | PROVO | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8013108570 | RecipientPhoneNum |
| Recipient Email Address | STAN@SWIMS.ORG | RecipientEmailAddressTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| AMERICAN ENTERPRISE INSTITUTE | |||||
| 1789 MASSACHUSSETTS AVE N | WASHINGTON | DC | 20036 | GENERAL PURPOSE | $2,500 |
| AMERICAN HERITAGE SCHOOLS | |||||
| 736 N 1100 E | AMERICAN FORK | UT | 84003 | GENERAL PURPOSE | $20,000 |
| CAPITAL RESEARCH CENTER | |||||
| 15313 16TH NW | WASHINGTON | DC | 20036 | GENERAL PURPOSE | $1,000 |
| DONORS TRUST | |||||
| 1800 DIAGONAL RD STE 280 | ALEXANDRIA | VA | 22314 | GENERAL PURPOSE | $225,000 |
| EXPONENT PHILANTHROPY | |||||
| 424 21ST ST | DENVER | CO | 80205 | GENERAL PURPOSE | $250 |
| FOUNDATION FOR THE AMERICAN WEST | |||||
| 5132 N 300 W STE 260 | PROVO | UT | 84604 | GENERAL PURPOSE | $65,000 |
| INSTITUTE FOR FAMILY STUDIES | |||||
| PO BOX 1502 | CHARLOTTESVILLE | VA | 22902 | GENERAL PURPOSE | $10,000 |
| INTELLECTUAL TAKEOUT | |||||
| 8011 34TH AVE S | BLOOMINGTON | MN | 55425 | GENERAL PURPOSE | $2,000 |
| LIAHONA FOUNDATION | |||||
| PO BOX 1415 | SPANISH FORK | UT | 84660 | GENERAL PURPOSE | $2,000 |
| MARRIAGE LAW FOUNDATION | |||||
| 1868 N 800 E | LEHI | UT | 84043 | GENERAL PURPOSE | $60,000 |
| PHILANTHROPY ROUNDTABLE | |||||
| 1120 20TH ST NW NO 550 | WASHINGTON | DC | 20036 | GENERAL PURPOSE | $15,000 |
| SALT LAKE CHILDREN'S CHOIR | |||||
| 2980 S JONETTA DR | SALT LAKE CITY | UT | 84109 | GENERAL PURPOSE | $500 |
| STATE POLICY NETWORK | |||||
| 1655 FORT MYER DR | ARLINGTON | VA | 22209 | GENERAL PURPOSE | $5,000 |
| SUTHERLAND INSTITUTE | |||||
| 15 W SOUTH TEMPLE STE 200 | SALT LAKE CITY | UT | 84101 | GENERAL PURPOSE | $1,460,000 |
| THANKSGIVING POINT | |||||
| 3003 N THANKSGIVING WY | LEHI | UT | 84043 | GENERAL PURPOSE | $3,000 |
| THE FUND FOR AMERICAN STUDIES | |||||
| 1706 NEW HAMPSHIRE AVE NW | WASHINGTON | DC | 20009 | GENERAL PURPOSE | $2,500 |
| THE HOWARD CENTER | |||||
| 934 N MAIN | ROCKFORD | IL | 61103 | GENERAL PURPOSE | $40,000 |
| UTAH EAGLE FORUM EDUCATION FUND | |||||
| 7135 S HIGHLAND DR STE 20 | SALT LAKE CITY | UT | 84121 | GENERAL PURPOSE | $15,000 |
| UTAH NATIONAL PARKS COUNCIL BSA | |||||
| 748 N 1340 W | OREM | UT | 84057 | GENERAL PURPOSE | $1,500 |
| UTAH VALLEY UNIVERSITY | |||||
| 800 W UNIVERSITY PKWY | OREM | UT | 84058 | UVU-SAMOA | $5,000 |
| YOUNIQUE FOUNDATION | |||||
| 3400 W MAYFLOWER AVE | LEHI | UT | 84043 | GENERAL PURPOSE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,940,250 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $178,562 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $570,867 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,733 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,050,827 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|
| MISCELLANEOUS INCOME | 14 | $1,658 | |
| IRS REFUND | $52,000 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $763,820 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,102,827 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,866,647 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $6,925 | Amt |
| Net Investment Income | $6,925 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| OFFICE CABINETS | 2013-04-24 | $6,958 | $5,736 | 200DB | 7.0000 | $349 |
| DESK CHAIR | 2016-02-17 | $508 | $290 | 200DB | 7.0000 | $62 |
| OFFICE FURNITURE | 2006-07-01 | $1,075 | $1,075 | 200DB | 7.0000 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (9 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | Total NetTotalNetAmt | BasisBasisAmt |
|---|---|---|---|---|
| SOLTIS 8788 | PURCHASE | $12,777 | $12,777 | |
| SOLTIS 8788 | PURCHASE | $467,467 | $467,467 | |
| INGALLS | PURCHASE | $20,448 | $20,448 | |
| FIDELITY 1628 | PURCHASE | $511,678 | -$47,864 | $559,542 |
| FIDELITY 1628 | PURCHASE | $620,611 | $30,103 | $590,508 |
| BRIDGE MULTIFAMILY & COMMERCIAL OFFI | PURCHASE | $576,596 | $576,596 | |
| PELION VENTURES V | PURCHASE | -$7,922 | $7,922 | |
| PELION VENTURES V | PURCHASE | -$9,305 | $9,305 | |
| MERCATO PARTNERS GROWTH II | PURCHASE | $8,527 | $8,527 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $18,706,536 | BookValueAmt |
| EOYFMV | $19,624,225 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Or Other Basis | $8,541 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $7,512 | AccumulatedDepreciationAmt |
| Book Value | $1,029 | BookValueAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL LIABILITIES | Desc |
| EOY Book Value | $470 | EOYBookValueAmt |
| EOYFMV | $470 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDEDUCTIBLE | Desc |
| Amt | $372,533 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INSURANCE | $17,565 | $17,565 |
| SERVICE FEES | $51,033 | $51,033 |
| BANK CHARGES | $105 | $105 |
| COMPLIANCE | $346 | $346 |
| DUES & SUBSCRIPTIONS | $2,086 | $2,086 |
| OFFICE SUPPLIES | $7,048 | $7,048 |
| POSTAGE & FREIGHT | $643 | $643 |
| DIRECTOR STIPENDS | $23,000 | $23,000 |
| BOARD EXPENSE REIMBURSEMENT | $952 | $952 |
| TELEPHONE & INTERNET | $1,952 | $1,952 |
| MEALS | $2,290 | |
| RENT | $900 | $900 |
| EVENTS | $1,694 | |
| MISCELLANEOUS EXPENSE | $1,245 | $1,245 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP INCOME | $12,733 | $12,733 | $12,733 |
| MISCELLANEOUS INCOME | $1,658 | $1,658 | $1,658 |
| IRS REFUND | $52,000 | $52,000 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $4 | Amt |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp (2 entries)
| Balance DueBalanceDueAmt |
|---|
| JOHN HANCOCK CHARTER SCHOOL |
| $163,392 |
| AMERICAN HERITAGE SCHOOL |
| $398,702 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | CategoryCategoryTxt |
|---|---|---|
| $53 | $53 | |
| $111 | $111 | PAYROLL PREPARATION EXPENSES |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PAYROLL TAXES | $9,147 | $9,147 |
| PROPERTY TAXES | $3,022 | $3,022 |
| FOREIGN TAX WITHHELD | $2,065 | $2,065 |
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