SCHMIDT FAMILY STAR FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
SCHMIDT FAMILY STAR FOUNDATION (EIN 20-8553555)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-11-10
IRS object ID
201433149349100603
Schema version
2013v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2014-11-10T07:31:51-08:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Hansen Bradshaw Malmrose & Erickson PCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1559 West 500 SouthAddressLine1
CityBountifulCity
StateUTState
ZIP Code84010ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN208553555EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SCHMIDT FAMILY STAR FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlSCHMBusinessNameControlTxt
Phone8015621414PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 95410AddressLine1
CitySOUTH JORDANCity
StateUTState
ZIP Code84095ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID H SCHMIDTPersonNm
Person TitleChairmanPersonTitleTxt
Signature2014-10-31SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonE LYNN HANSENPreparerPersonNm
PTINP00072480PTIN
Phone8012960200PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,175FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$276,509ContriRcvdRevAndExpnssAmt
Total Rev And Expnss$276,509TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$509AccountingFeesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$509TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$287,769ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$287,769ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$288,278TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$287,769TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$11,769ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,944CashBOYAmt
Cash EOY$6,175CashEOYAmt
Cash EOYFMV$6,175CashEOYFMVAmt
Total Assets BOY$2,944TotalAssetsBOYAmt
Total Assets EOY$6,175TotalAssetsEOYAmt
Total Assets EOYFMV$6,175TotalAssetsEOYFMVAmt
Loans From Officers EOY$15,000LoansFromOfficersEOYAmt
Total Liabilities EOY$15,000TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$2,944RetainedEarningBOYAmt
Retained Earning EOY-$8,825RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,944TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY-$8,825TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,944TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,175TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,944TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$11,769ExcessRevenueOverExpensesAmt
Subtotal-$8,825SubtotalAmt
Tot Net Ast Or Fund Balances EOY-$8,825TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
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
Form990 T FiledfalseForm990TFiledInd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1DAVID H SCHMIDTBusinessNameLine1
FieldValueIRS element (for citing)
Phone8015621414PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 95410AddressLine1
CitySOUTH JORDANCity
StateUTState
ZIP Code84095ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
DAVID H SCHMIDT
PO BOX 95410SOUTH JORDANUT84095BOARD CHAIRMAN5.00$0
DONNA A SCHMIDT
PO BOX 95410SOUTH JORDANUT84095President0.00$0
MONIKA SCHMIDT
PO BOX 95410SOUTH JORDANUT84095Executive Direc0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$17,053AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$17,053TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$17,053AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$256CashDeemedCharitableAmt
Net Vl Noncharitable Assets$16,797NetVlNoncharitableAssetsAmt
Minimum Investment Return$840MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$840MinimumInvestmentReturnAmt
Distributable Before Adj$840DistributableBeforeAdjAmt
Distributable Before Ded$840DistributableBeforeDedAmt
Distributable As Adjusted$840DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$287,769ExpensesAndContributionsAmt
Qualifying Distributions$287,769QualifyingDistributionsAmt
Adjusted Qualifying Distri$287,769AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$840DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$10,533ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$119,370ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$129,903TotalExcessDistributionCyovAmt
Qualifying Distributions$287,769QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$840AppliedToCurrentYearAmt
Remaining Distri From Corpus$286,929RemainingDistriFromCorpusAmt
Total Corpus$416,832TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$416,832ExcessDistriCyovToNextYrAmt
Excess From Year2$10,533ExcessFromYear2Amt
Excess From Year1$119,370ExcessFromYear1Amt
Excess From Current Year$286,929ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDAVID H SCHMIDTContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
LDS CHURCH
50 EAST NORTH TEMPLESALT LAKE CITYUT84150N/ANONEVARIOUS$106,769
FAMILY RECORDS INC
275 EAST SOUTH TEMPLE 201SALT LAKE CITYUT84111N/ANONEVARIOUS$180,000
COINS FOR KIDS
1445 BOONVILLE AVENUESPRINGFIELDMO65802N/ANONEVARIOUS$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$287,769TotalGrantOrContriPdDurYrAmt

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 PersonDAVID H SCHMIDTContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 95410AddressLine1
CitySOUTH JORDANCity
StateUTState
ZIP Code84095ZIPCode
FieldValueIRS element (for citing)
Total Contributions$276,509TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$509Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Loans From Officers Schedule LoansFromOfficersSchedule

Loans From Officer LoansFromOfficerGrp

FieldValueIRS element (for citing)
Lender PersonDAVID H SCHMIDTLenderPersonNm
TitleCHAIRMANTitleTxt
Loan Original$15,000LoanOriginalAmt
Balance Due$15,000BalanceDueAmt
Note2013-09NoteDt
Loan Maturity2014-09LoanMaturityDt
Repayment TermsON DEMANDRepaymentTermsTxt
Security Provided BorrowerNONESecurityProvidedBorrowerTxt
Loan PurposeCASH FLOWLoanPurposeTxt
Consideration FMV$15,000ConsiderationFMVAmt

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