THE GFC FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE GFC FOUNDATION (EIN 87-0529248)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-02-17
- IRS object ID
- 201610489349100406
- Schema version
- 2014v6.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Notes Loans Rcvbl Short Sch2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-02-17T16:29:21-06:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 870503232 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAWKINS CLOWARD & SIMISTER LC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1095 S 800 E STE 1 | AddressLine1Txt |
| City | OREM | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 840971810 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GFCF | BusinessNameControlTxt |
| Phone | 8012248600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 881 W STATE ROAD 140-214 | AddressLine1Txt |
| City | PLEASANT GROVE | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84062 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STANFORD SWIM | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8012248600 | PhoneNum |
| Signature | 2016-01-21 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | O JEFFERY WILDE | PreparerPersonNm |
| PTIN | P00140987 | PTIN |
| Phone | 8012241900 | PhoneNum |
| Preparation | 2016-01-26 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $30,702,833 | 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 | $28,016 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $28,016 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $693,051 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $693,051 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $992,978 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,858,548 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $992,978 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $180,887 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $180,887 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,894,932 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,894,932 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $157,717 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $135,967 | CompOfcrDirTrstNetInvstIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $27,166 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $27,166 | OthEmplSlrsWgsNetInvstIncmAmt |
| Pension Empl Bnft Rev And Expnss | $32,792 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $32,792 | PensionEmplBnftNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $5,013 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,013 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $126,799 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $126,799 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $1,517 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,517 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $80,544 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,002 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $685 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $1,150 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $1,150 | OccupancyNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $68,110 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $33,695 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $26,688 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,594 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $535,188 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $364,094 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,594 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,783,975 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,783,975 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,319,163 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $364,094 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,785,569 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,424,231 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,530,838 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $769,350 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,029,830 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,029,830 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $782,929 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $662,199 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $782,929 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $782,929 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $21,054,971 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,691,361 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,066,926 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $6,271,974 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,834,115 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,470,808 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,380,908 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $26,857 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,354,736 | LandBOYAmt |
| Land EOY | $1,354,051 | LandEOYAmt |
| Land EOYFMV | $1,352,340 | LandEOYFMVAmt |
| Total Assets BOY | $30,113,230 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,692,286 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $30,702,833 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $6,178 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $9,465 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $6,178 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,465 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $19,786,549 | CapitalStockBOYAmt |
| Capital Stock EOY | $19,786,549 | CapitalStockEOYAmt |
| Retained Earning BOY | $10,320,503 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,896,272 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $30,107,052 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $28,682,821 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $30,113,230 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $28,692,286 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $30,107,052 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,424,231 | ExcessRevenueOverExpensesAmt |
| Subtotal | $28,682,821 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $28,682,821 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (31 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| GLAXO SMITH KLINE | P | 2013-03-11 | 2014-07-29 | $24,755 | $22,903 | $1,852 | $1,852 |
| SIGMA ALDRICH CORP | P | 2007-08-16 | 2015-01-15 | $34,097 | $11,415 | $22,682 | $22,682 |
| RIGGS | P | $1,805,773 | $1,672,966 | $132,807 | $132,807 | ||
| BANK OF MONTREAL | P | 2013-08-08 | 2014-08-04 | $37,129 | $31,555 | $5,574 | $5,574 |
| NEWMONT MINING CORP | P | 2014-11-06 | 2015-01-28 | $11,765 | $9,495 | $2,270 | $2,270 |
| STATOIL ASA | P | 2013-09-12 | 2014-08-04 | $28,539 | $22,610 | $5,929 | $5,929 |
| PROCTER & GAMBLE CO | P | 2013-05-29 | 2015-02-05 | $20,765 | $20,595 | $170 | $170 |
| STATOIL ASA | P | 2013-05-03 | 2014-08-04 | $28,539 | $24,600 | $3,939 | $3,939 |
| NEWMONT MINING CORP | P | 2014-11-06 | 2015-03-11 | $11,515 | $9,495 | $2,020 | $2,020 |
| NOVARTIS A G | P | 2011-03-17 | 2014-08-11 | $42,484 | $27,117 | $15,367 | $15,367 |
| PROCTER & GAMBLE | P | 2014-03-05 | 2015-03-11 | $20,525 | $19,815 | $710 | $710 |
| NOVARTIS A G | P | 2014-05-02 | 2014-08-11 | $21,242 | $21,812 | -$570 | -$570 |
| CHURCH & DWIGHT CO | P | 2014-02-19 | 2015-03-13 | $41,844 | $32,346 | $9,498 | $9,498 |
| CHINA MOBILE | P | 2014-03-05 | 2014-10-07 | $28,135 | $24,140 | $3,995 | $3,995 |
| SMUCKER JM | P | 2014-05-14 | 2015-03-13 | $27,862 | $24,970 | $2,892 | $2,892 |
| DEERE & CO | P | 2013-08-08 | 2014-10-10 | $20,135 | $20,955 | -$820 | -$820 |
| AMERICAN EXPRESS | P | 2013-11-21 | 2015-03-27 | $32,583 | $27,447 | $5,136 | $5,136 |
| STERIS CORP | P | 2014-05-13 | 2014-10-17 | $16,112 | $15,846 | $266 | $266 |
| KRAFT FOODS GROUP | P | 2012-11-29 | 2015-05-01 | $42,480 | $22,622 | $19,858 | $19,858 |
| STERIS CORP | P | 2013-04-02 | 2014-10-17 | $26,853 | $20,367 | $6,486 | $6,486 |
| RED BRIDGE (PER K-1) | P | $15,822 | $15,822 | $15,822 | |||
| SANOFI | P | 2014-08-27 | 2014-11-03 | $11,127 | $13,267 | -$2,140 | -$2,140 |
| MERCATO (PER K-1) | P | $23,919 | $23,919 | $23,919 | |||
| GLAXO SMITH KLINE | P | 2014-10-21 | 2014-12-15 | $34,455 | $34,808 | -$353 | -$353 |
| RE OPP CAP FD II | P | $5,383 | $5,383 | $5,383 | |||
| NEWMONT MINING CORP | P | 2014-11-06 | 2014-12-15 | $19,920 | $18,990 | $930 | $930 |
| SOLTIS | P | $209,485 | $202,783 | $6,702 | $6,702 | ||
| XEROX CORP | P | 2014-06-11 | 2014-12-24 | $34,574 | $32,175 | $2,399 | $2,399 |
| SOLTIS | P | $3,937,445 | $3,608,379 | $329,066 | $329,066 | ||
| SANOFI | P | 2014-09-08 | 2015-01-08 | $32,767 | $41,388 | -$8,621 | -$8,621 |
| RIGGS | P | $845,584 | $830,709 | $14,875 | $14,875 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $992,978 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $51,990 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,896,085 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $31,008,611 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.061147 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,849,235 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $29,861,731 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.061927 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,777,300 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $29,631,803 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.059979 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,408,005 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $30,431,665 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046268 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,548,962 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $33,072,177 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.107310 | DistributionYr5Rt |
| Total Distribution | 0.336631 | TotalDistributionRt |
| Average Distribution | 0.067326 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $30,432,763 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,048,916 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $15,308 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,064,224 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,785,569 | 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 | $15,308 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $15,308 | SubtotalAmt |
| Tax Based On Investment Income | $15,308 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $52,600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $52,600 | TotalPaymentsAndCreditsAmt |
| Overpayment | $37,292 | OverpaymentAmt |
| Applied To ES Tax | $37,292 | AppliedToESTaxAmt |
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 | 8012248600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 881 W STATE ROAD 140-214 | AddressLine1Txt |
| City | PLEASANT GROVE | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84062 | 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 (6 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| STANFORD SWIM | |||||||||
| 881 W STATE ROAD 140-214 | 881 W STATE ROAD 140-214 | PLEASANT GROVE | UT | 84062 | EXECUTIVE | 40.00 | $135,967 | $9,173 | $0 |
| LAURALYN B SWIM | |||||||||
| 881 W STATE ROAD 140-214 | 881 W STATE ROAD 140-214 | PLEASANT GROVE | UT | 84062 | BOARD MEMBER | 0.50 | $0 | $0 | $0 |
| BRENT MCKINLEY | |||||||||
| 881 W STATE ROAD 140-214 | 881 W STATE ROAD 140-214 | PLEASANT GROVE | UT | 84062 | BOARD MEMEBE | 0.50 | $13,750 | $0 | $0 |
| MICHAEL WARE | |||||||||
| 881 W STATE ROAD 140-214 | PLEASANT GROVE | UT | 84062 | EXECUTIVE CO | 0.50 | $3,000 | $0 | $0 | |
| RACHEL BROUGH | |||||||||
| 881 W STATE ROAD 140-214 | PLEASANT GROVE | UT | 84062 | EXECUTIVE CO | 0.50 | $3,000 | $0 | $0 | |
| CHASE HALE | |||||||||
| 881 W STATE ROAD 140-214 | PLEASANT GROVE | UT | 84062 | EXECUTIVE CO | 0.50 | $2,000 | $0 | $0 | |
| 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 | $1,222,744 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $24,940,570 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,732,892 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $30,896,206 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $30,896,206 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $463,443 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $30,432,763 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,521,638 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,521,638 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,308 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,308 | TotalTaxAmt |
| Distributable Before Adj | $1,506,330 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,506,330 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,506,330 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,785,569 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,785,569 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $15,308 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,770,261 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,506,330 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,899,429 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $310,296 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $384,797 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $398,153 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,992,675 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,785,569 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,506,330 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,279,239 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,271,914 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,899,429 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,372,485 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $310,296 | ExcessFromYear3Amt |
| Excess From Year2 | $384,797 | ExcessFromYear2Amt |
| Excess From Year1 | $398,153 | ExcessFromYear1Amt |
| Excess From Current Year | $1,279,239 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|---|
| SUTHERLAND INSTITUTE | |||||||||
| SUTHERHLAND INSTITUTE | 307 W 200 S | 307 W 200 S | SALT LAKE CITY | UT | 84101 | NONE | PUBLIC | GENERAL PURPOSES | $1,713,000 |
| THE HOWARD CENTER | |||||||||
| THE HOWARD CENTER | 934 N MAIN ST | 934 N MAIN ST | ROCKFORD | IL | 61103 | NONE | PUBLIC | FAMILIES PROJECT | $30,000 |
| BRIGHAM YOUNG UNIVERSITY | |||||||||
| BRIGHAM YOUNG UNIVERSITY | P O BOX 27188 | P O BOX 27188 | PROVO | UT | 846027188 | NONE | PUBLIC | ASPEN GROVE FAMILY CAMP | $20,000 |
| DONORS TRUST | |||||||||
| DONORS TRUST | 109 N HENRY ST | 109 N HENRY ST | ALEXANDRIA | VA | 22314 | NONE | PUBLIC | GENERAL PURPOSES | $230,000 |
| TINY TIM'S FOUNDATION | |||||||||
| TINY TIM'S FOUNDATION | 1778 W 8340 S | 1778 W 8340 S | WEST JORDAN | UT | 84088 | NONE | PUBLIC | GENERAL PURPOSES | $15,000 |
| PHILANTHROPY ROUNDTABLE | |||||||||
| PHILANTHROPY ROUNDTABLE | 1150 17TH ST NW STE 503 | 1150 17TH NW STE 503 | WASHINGTON | DC | 20036 | NONE | PUBLIC | GENERAL PURPOSES | $10,000 |
| STATE POLICY NETWORK | |||||||||
| STATE POLICY NETWORK | 6255 ARLINGTON BLVD | 6255 ARLINGTON BLVD | RICHMOND | CA | 948051601 | NONE | PUBLIC | GENERAL PURPOSES | $5,000 |
| RUTH INSTITUTE | |||||||||
| RUTH INSTITUTE | 663 S RANCHO SANTA FE RD | 663 S RANCHO SANTA FE RD | SAN MARCOS | CA | 920783973 | NONE | PUBLIC | GENERAL PURPOSES | $64,500 |
| MARRIAGE LAW FOUNDATION | |||||||||
| MARRIAGE LAW FOUNDATION | 1426 E 820 N | OREM | UT | 84097 | NONE | PUBLIC | GENERAL PURPOSES | $60,000 | |
| FUND FOR AMERICAN STUDIES | |||||||||
| FUND FOR AMERICAN STUDIES | 1706 NEW HAMPSHIRE AVE | WASHINGTON | DC | 20009 | NONE | PUBLIC | GENERAL PURPOSES | $2,500 | |
| BECKET FUND FOR RELIGIOUS LIBERTY | |||||||||
| BECKET FUND FOR RELIGIOUS LIBERTY | 3000 K ST NW | WASHINGTON | DC | 20007 | NONE | PUBLIC | GENERAL PURPOSES | -$500 | |
| MENTORS INTERNATIONAL | |||||||||
| MENTORS INTERNATIONAL | 65 E WADSWORTH PARK DR | DRAPER | UT | 84020 | NONE | PUBLIC | GENERAL PURPOSES | $5,000 | |
| INSTITUTE FOR FAMILY STUDIES | |||||||||
| INSTITUTE FOR FAMILY STUDIES | P O BOX 7967 | CHARLOTTESVILLE | VA | 229067967 | NONE | PUBLIC | GENERAL PURPOSES | $40,000 | |
| EXPONENT PHILANTHROPY | |||||||||
| EXPONENT PHILANTHROPY | 1720 N STREET NW | WASHINGTON | DC | 20036 | NONE | PUBLIC | GENERAL PURPOSES | $275 | |
| FREEDOM OF CONSCIENCE DEFENSE FUND | |||||||||
| FREEDOM OF CONSCIENCE DEFENSE FUND | P O BOX 9520 | RANCHO SANTA FE | CA | 92067 | NONE | PUBLIC | GENERAL PURPOSES | $30,000 | |
| THE AUSTIN INSTITUTE | |||||||||
| THE AUSTIN INSTITUTE | 1611 WEST AVE | AUSTIN | TX | 78701 | NONE | PUBLIC | GENERAL PURPOSES | $25,000 | |
| UTAH EAGLE FORUM EDUCATION FUND | |||||||||
| UTAH EAGLE FORUM EDUCATION FUND | 5882 W 9600 N | HIGLAND | UT | 84003 | NONE | PUBLIC | GENERAL PURPOSES | $10,000 | |
| FOUNDATION FOR THE AMERICAN WEST | |||||||||
| FOUNDATION FOR THE AMERICAN WEST | 5132 N 300 W STE 260 | PROVO | UT | 84604 | NONE | PUBLIC | DONOR ADVISED FUND | $468,000 | |
| AMERICAN HERITAGE SCHOOL | |||||||||
| AMERICAN HERITAGE SCHOOL | 736 N 1100 E | AMERICAN FORK | UT | 84003 | NONE | PUBLIC | GENERAL PURPOSES | $22,700 | |
| UTAH VALLEY UNIVERSITY FOUNDATION | |||||||||
| UTAH VALLEY UNIVERSITY FOUNDATION | 800 W UNIVERSITY PARKWAY | OREM | UT | 840586703 | NONE | PUBLIC | GENERAL PURPOSES | $500 | |
| SPARK FREEDOM FOUNDATION | |||||||||
| SPARK FREEDOM FOUNDATION | P O BOX 347 | SMITHVILLE | TN | 37166 | NONE | PUBLIC | GENERAL PURPOSES | $15,000 | |
| THE PHILANTHROPIC ENTERPRISE | |||||||||
| THE PHILANTHROPIC ENTERPRISE | P O BOX 4449 | CARMEL | IN | 46082 | NONE | PUBLIC | GENERAL PURPOSES | $1,000 | |
| LIGHT OF THE WORLD FOUNDATION | |||||||||
| LIGHT OF THE WORLD FOUNDATION | 224 S MAIN ST 5 | SPRINGVILLE | UT | 84663 | NONE | PUBLIC | GENERAL PURPOSES | $5,000 | |
| JOSEPH SMITH & EMMA HALE SMITH HIST | |||||||||
| JOSEPH SMITH & EMMA HALE SMITH HISTORICAL SOCIETY | 595 W 800 S | ALPINE | UT | 84004 | NONE | PUBLIC | GENERAL PURPOSES | $5,000 | |
| LEGACY FILMS FOUNDATION | |||||||||
| 180 W 1950 S | BOUNTIFUL | UT | 84010 | NONE | PUBLIC | GENERAL PURPOSES | $1,500 | ||
| THANKSGIVING POINT | |||||||||
| 3003 N THANKSGIVING | LEHI | UT | 84043 | NONE | PUBLIC | GENERAL PURPOSES | $3,000 | ||
| INDEPENDENT WOMEN'S FORUM | |||||||||
| 1875 I STREET NW STE 50 | WASHINGTON | DC | 20006 | NONE | PUBLIC | GENERAL PURPOSES | $2,500 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,783,975 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,015 | ExclusionAmt |
| Related Or Exempt Function Incm | $1 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $693,051 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $364,935 | ExclusionAmt |
| Related Or Exempt Function Incm | $628,043 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| RED BRDIDGE CAPITAL II (K-1) | 1 | $249,843 |
| ROC FUND (K-1) | 1 | -$69,025 |
| YIELD PLUS FUND | 1 | $69 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,266,888 | ExclusionAmt |
| Related Or Exempt Function Incm | $628,044 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,894,932 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PAYROLL PREPARATION | $518 | $518 |
| ACCOUNTING | $4,495 | $4,495 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| COMPUTER EQUIPMENT | 2007-01-09 | $6,138 | $6,138 | 200DB | 5.0000 | |
| COMPUTER SOFTWARE | 2007-06-14 | $4,027 | $4,027 | 3.0000 | ||
| OFFICE FURNITURE | 2006-07-01 | $1,075 | $1,075 | S/L | 7.0000 | |
| COMPUTER EQUIPMENT | 2008-04-07 | $9,254 | $9,254 | 200DB | 5.0000 | |
| COMPPUTER EQUIPMENT | 2008-02-13 | $1,116 | $1,116 | 200DB | 5.0000 | |
| OFFICE CABINETS | 2013-04-24 | $6,958 | $4,562 | 200DB | 7.0000 | $685 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCK INVESTMENTS | StockNm |
| EOY Book Value | $17,691,361 | EOYBookValueAmt |
| EOYFMV | $19,066,926 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CBO FINANCIAL | AT COST | $10,000 | $10,000 |
| LOAN RECEIVABLE | AT COST | $1,022,560 | $1,022,560 |
| RED BRIDGE CAPITAL II, LLC | AT COST | $1,802,983 | $1,802,983 |
| PURE PREDICTIVE, INC. | AT COST | $3,101,500 | $3,101,500 |
| PELION VENTURES, LP | AT COST | $491,608 | $491,608 |
| MERCATO PARTNERS GROWTH II | AT COST | $712,784 | $899,358 |
| ROC FUND II | AT COST | $692,680 | $1,142,799 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | Category Or ItemCategoryOrItemTxt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| $28,568 | $26,857 | $1,711 | ||
| $1,352,340 | $1,352,340 | LAND, AMERICAN FORK, UT | $1,352,340 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ESCROW FOR LAND IMPROVEMENTS | Desc |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| OFFICE SUPPLIES | $10,656 | $10,656 | |
| TELEPHONE | $2,843 | $2,843 | |
| MEALS | $5,413 | ||
| LIABILITY INSURANCE | $280 | $280 | |
| POSTAGE | $595 | $595 | |
| BANK CHARGES | $80 | $80 | |
| DUES & SUBSCRIPTIONS | $4,664 | $4,664 | |
| BOARD REIMBURSEMENTS | $7,071 | $7,071 | |
| WORKER'S COMPENSATION | $499 | $499 | |
| PROGRAM EXPENSE | $1,594 | $1,594 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| RED BRDIDGE CAPITAL II (K-1) | $249,843 | $249,843 |
| ROC FUND (K-1) | -$69,025 | -$69,025 |
| YIELD PLUS FUND | $69 | $69 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| RENT DEPOSIT | $1,050 | |
| PAYROLL TAX LIABILITIES | $4,137 | $8,882 |
| 401(K) PAYABLE | $991 | $583 |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp (3 entries)
| Balance DueBalanceDueAmt |
|---|
| NR AMERICAN HERITAGE SCHOOL |
| $436,452 |
| NR JOHN HANCOCK CHARTER SCHOOL |
| $196,477 |
| LOAN REC - SUTHERLAND INSTITUTE |
| $150,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ALLIANCE BENEFIT GROUP | $350 | $350 |
| SOLTIS | $50,084 | $50,084 |
| RIGGS | $30,188 | $30,188 |
| MERCATO PARTNERS GROWTH II | $25,294 | $25,294 |
| PELION VENTURES V | $20,524 | $20,524 |
| ZANE BENEFITS | $359 | $359 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX WITHHELD | $4,299 | $4,299 |
| PROPERTY TAXES | $2,690 | $2,690 |
| ESTIMATED TAXES - 6/30/15 | $52,600 | |
| TAXES - BALANCE DUE - 6/30/14 | $20,942 | |
| LICENSE | $13 | $13 |
Comments