MJG FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
MJG FOUNDATION (EIN 46-1680937)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-09-15
IRS object ID
201722589349100717
Schema version
2016v3.0
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)
Return2017-09-15T11:51:10-07:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HARTLE & REES LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1448 EAST WINCHESTER STREET STE 225AddressLine1Txt
CitySALT LAKE CITYCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84107ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461680937EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MJG FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMJGFBusinessNameControlTxt
Phone8018788100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13214 N UNIVERSITY AVEAddressLine1Txt
CityPROVOCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84604ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMATTHEW GREENEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8018788100PhoneNum
Signature2017-09-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRYAN C REES CPAPreparerPersonNm
Phone8019042070PhoneNum
Preparation2017-09-15PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address50.192.194.137IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-09-15IPDt
IP Tm11:49:48IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id013CDEE447F33C928BB372444475F0E031AC3E80AtSubmissionCreationDeviceId
At Submission Filing Device IdB6EDBCA33C8E9122FB9BF2FA8D2EDD51DA5B5F9AAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$772,963FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$7,555DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,555DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$666NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,464,567GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss-$13,490OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm-$13,490OtherIncomeNetInvstIncmAmt
Total Rev And Expnss-$6,601TotalRevAndExpnssAmt
Total Net Invst Incm-$5,935TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,480AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$1,480AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$4,624OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,624OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$4,624OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$142OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$123OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,246TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,624TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,227TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$34,635ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$34,635ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$40,881TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,624TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$40,862TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$47,482ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$73,165CashBOYAmt
Cash EOY$36,927CashEOYAmt
Cash EOYFMV$36,927CashEOYFMVAmt
Corporate Stock BOY$527,379CorporateStockBOYAmt
Corporate Stock EOY$474,810CorporateStockEOYAmt
Corporate Stock EOYFMV$472,595CorporateStockEOYFMVAmt
Other Investments BOY$167,142OtherInvestmentsBOYAmt
Other Investments EOY$208,467OtherInvestmentsEOYAmt
Other Investments EOYFMV$263,441OtherInvestmentsEOYFMVAmt
Total Assets BOY$767,686TotalAssetsBOYAmt
Total Assets EOY$720,204TotalAssetsEOYAmt
Total Assets EOYFMV$772,963TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$767,686CapitalStockBOYAmt
Capital Stock EOY$720,204CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$767,686TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$720,204TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$767,686TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$720,204TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$767,686TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$47,482ExcessRevenueOverExpensesAmt
Subtotal$720,204SubtotalAmt
Tot Net Ast Or Fund Balances EOY$720,204TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertySHORT TERM SCHEDULE - SEE ATTACHEDPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2016-12-31AcquiredDt
Sold2016-12-31SoldDt
Gross Sales Price$1,464,567GrossSalesPriceAmt
Depreciation$0DepreciationAmt
Cost Or Other Basis$1,465,233CostOrOtherBasisAmt
Gain Or Loss-$666GainOrLossAmt
FMV As Of123169$0FMVAsOf123169Amt
Adjusted Basis As Of123169$0AdjustedBasisAsOf123169Amt
Excess FMV Over Adjusted Bss$0ExcessFMVOverAdjustedBssAmt
Gains Minus Excess Or Losses-$666GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$666CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$666NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Adjusted Qlfy Distri Yr1$57,104AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$767,302NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.074422DistributionYr1Rt
Adjusted Qlfy Distri Yr2$30,690AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$830,953NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.036934DistributionYr2Rt
Adjusted Qlfy Distri Yr3$8,433AdjustedQlfyDistriYr3Amt
Total Distribution0.111356TotalDistributionRt
Average Distribution0.055678AverageDistributionRt
Net Vl Noncharitable Assets$801,772NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$44,641AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$44,641AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$40,862QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Applied To ES Tax$0AppliedToESTaxAmt

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 FoundationYes (true)PrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMICHELLE JENSENIndividualWithBooksNm
Phone8014374444PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13214 N UNIVERSITY AVEAddressLine1Txt
CityPROVOCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84604ZIPCd
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
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsYes (true)BusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MATTHEW AARON GREENE
3214 N UNIVERSITY AVE STE 606PROVOUT84604PRESIDENT12.50$0$0$0
JULIANN BOYCE GREENE
3214 N UNIVERSITY AVE STE 606PROVOUT84604VICE PRESIDENT12.50$0$0$0
STEPHEN MONGIE
3000 NORTH UNIVERSITY AVENUE SUITEPROVOUT84604SECRETARY/TREASURER12.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1EXPENSES INCURRED IN CONNECTION WITH CONSTRUCTION ANDDEVELOPMENT OF COMMUNITY CENTER IN PERU TO HELP UNDERPRIVILEGEDCHILDREN OBTAIN SHELTER, EDUCATION, AND SAFE RECREATION.Description1Txt
Expenses1$32,835Expenses1Amt
Expenses2$0Expenses2Amt
Expenses3$0Expenses3Amt
Expenses4$0Expenses4Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$495,495AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$55,046AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$263,441FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$813,982TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$813,982AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$12,210CashDeemedCharitableAmt
Net Vl Noncharitable Assets$801,772NetVlNoncharitableAssetsAmt
Minimum Investment Return$40,089MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$40,862ExpensesAndContributionsAmt
Qualifying Distributions$40,862QualifyingDistributionsAmt
Adjusted Qualifying Distri$40,862AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$8,433ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$30,690ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$57,104ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$96,227TotalExcessDistributionCyovAmt
Qualifying Distributions$40,862QualifyingDistributionsAmt
Remaining Distri From Corpus$40,862RemainingDistriFromCorpusAmt
Total Corpus$137,089TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$137,089ExcessDistriCyovToNextYrAmt
Excess From Year3$8,433ExcessFromYear3Amt
Excess From Year2$30,690ExcessFromYear2Amt
Excess From Year1$57,104ExcessFromYear1Amt
Excess From Current Year$40,862ExcessFromCurrentYearAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Total$0TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$40,862CurrentYearAmt
Year1$57,104Year1Amt
Year2$30,690Year2Amt
Year3$8,433Year3Amt
Total$137,089TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$40,862CurrentYearAmt
Year1$57,104Year1Amt
Year2$30,690Year2Amt
Year3$8,433Year3Amt
Total$137,089TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Current Year$25,974CurrentYearAmt
Year1$25,577Year1Amt
Year2$27,699Year2Amt
Year3$35,676Year3Amt
Total$114,926TotalAmt

Total Support TotalSupportGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Public Support Type PublicSupportType

FieldValueIRS element (for citing)
Total$0TotalAmt

Largest Support From EO LargestSupportFromEOGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Investment Income GrossInvestmentIncomeGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Shareholder ManagerMATTHEW AARON GREENEShareholderManagerNm
Shareholder ManagerJULIANN BOYCE GREENEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
WORLD CHILDREN'S PROJECT
2880 ARROWHEAD STEUGENEOR97404PCCENTER IN PERUBUILD COMMUNITY$1,800
WIRAQOCHA FOUNDATION
142 ANELA STREETHILOHI96720PCCENTER IN PERUBUILD COMMUNITY$32,835
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$34,635TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,555ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$666RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp (4 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
TAX EXEMPT DIVIDENDS14$195
K-1 ORDINARY INCOME14-$11,068
K-1 RENTAL REAL ESTATE INCOME14-$3,278
CAPITAL GAIN DISTRIBUTIONS14$661

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion-$5,935ExclusionAmt
Related Or Exempt Function Incm-$666RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$6,601TotalIncomeProducingActyAmt

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

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetSHORT-TERM SCHEDULE - SEE ATTACHEDAssetDesc
Gross Sales Price$1,464,567GrossSalesPriceAmt
Basis$1,465,233BasisAmt
Total Net-$666TotalNetAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
Form And Line ReferenceEXPLANATION TO PART VII-A, LINE 8bFormAndLineReferenceDesc
Medium ExplanationTHE ATTORNEY GENERAL OF THE STATE OF UTAH SHALL BE FURNISHED A COPY OF THE FOUNDATION'S FORM 990-PF AT THE TIME THE ANNUAL RETURN IS FILED WITH THE IRS IN ACCORDANCE WITH GENERAL INSTRUCTION G OF THE FORM 990-PF.MediumExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
SCHWAB - 5505$195,018$190,219
SCHWAB - 7371$279,792$282,376

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemHPI REAL ESTATE OPPROTUNITY FUND IV, LLCCategoryOrItemTxt
Book Value$208,467BookValueAmt
EOYFMV$263,441EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$123$123
NON-DEDUCTIBLE EXPENSES K-1$19

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
K-1 ORDINARY INCOME-$11,068-$11,068
K-1 RENTAL REAL ESTATE INCOME-$3,278-$3,278
TAX EXEMPT DIVIDENDS$195$195
CAPITAL GAIN DISTRIBUTIONS$661$661

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryCHARLES SCHWAB FINANCIALCategoryTxt
Amt$4,624Amt
Net Investment Income$4,624NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,624DisbursementsCharitablePrpsAmt

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