STERLING AND SHELLI GARDNER FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
STERLING AND SHELLI GARDNER FOUNDATION (EIN 87-0686202)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-05-15
IRS object ID
201321359349102317
Schema version
2012v2.1
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)
Timestamp2013-05-15T18:50:56-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1SAVAS GREENE & WHITE LLCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line16405 SOUTH 3000 EAST 201AddressLine1
CitySALT LAKE CITYCity
StateUTState
ZIP Code841216990ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN870686202EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1STERLING &SHELLI GARDNER FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlSTERNameControl
Phone8014532080Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1610 W WESTFIELD ROADAddressLine1
CityALPINECity
StateUTState
ZIP Code840041501ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameSTERLING GARDNERName
TitleTRUSTEETitle
Phone8014532080Phone
Date Signed2013-04-18DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameJAMES C SAVASName
Phone8014532080Phone
Date Prepared2013-04-19DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY474691FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Total Revenue And Expenses0TotalRevenueAndExpenses
Total Net Investment Income0TotalNetInvestmentIncome
Legal Fees Rev And Expnss280LegalFeesRevAndExpnss
Legal Fees Net Invst Incm280LegalFeesNetInvstIncm
Accounting Fees Rev And Expnss1977AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm1977AccountingFeesNetInvstIncm
Tot Opr Expenses Rev And Expnss2257TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm2257TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss237500ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps237500ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss239757TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm2257TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps237500TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-239757ExcessOfRevenueOverExpenses
Net Investment Income0NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY710326CashBOY
Cash EOY470569CashEOY
Cash EOYFMV470569CashEOYFMV
Other Notes And Loans Receivable4122OtherNotesAndLoansReceivable
Other Notes And Loans Rcvbl BOY4122OtherNotesAndLoansRcvblBOY
Other Notes And Loans Rcvbl EOY4122OtherNotesAndLoansRcvblEOY
Other Notes And Loans Rcvbl EOYFMV4122OtherNotesAndLoansRcvblEOYFMV
Total Assets BOY714448TotalAssetsBOY
Total Assets EOY474691TotalAssetsEOY
Total Assets EOYFMV474691TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Follow SFAS117XOrgThatFollowSFAS117
Unrestricted BOY714448UnrestrictedBOY
Unrestricted EOY474691UnrestrictedEOY
Total Net Assets BOY714448TotalNetAssetsBOY
Total Net Assets EOY474691TotalNetAssetsEOY
Total Liabilities Net Assets BOY714448TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY474691TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY714448TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-239757ExcessOfRevenueOverExpenses
Subtotal474691Subtotal
Total Net Assets Fund Balances EOY474691TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year1403295QualifyingDistributionsYear1
Noncharitable Assets Year1798519NoncharitableAssetsYear1
Distribution Ratio Year10.505054DistributionRatioYear1
Qualifying Distributions Year2668950QualifyingDistributionsYear2
Noncharitable Assets Year2728145NoncharitableAssetsYear2
Distribution Ratio Year20.918704DistributionRatioYear2
Qualifying Distributions Year3166300QualifyingDistributionsYear3
Noncharitable Assets Year3467956NoncharitableAssetsYear3
Distribution Ratio Year30.355375DistributionRatioYear3
Qualifying Distributions Year4489295QualifyingDistributionsYear4
Noncharitable Assets Year4191082NoncharitableAssetsYear4
Distribution Ratio Year42.560655DistributionRatioYear4
Qualifying Distributions Year5186100QualifyingDistributionsYear5
Noncharitable Assets Year523702NoncharitableAssetsYear5
Distribution Ratio Year57.851658DistributionRatioYear5
Total Distribution Ratio12.191446TotalDistributionRatio
Average Distribution Ratio2.438289AverageDistributionRatio
Net Noncharitable Assets613574NetNoncharitableAssets
Adjusted Noncharitable Assets1496071AdjustedNoncharitableAssets
Adj Nonchrtbl Assets And One1496071AdjNonchrtblAssetsAndOnePct
Qualifying Distributions237500QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax0InvestmentIncomeExciseTax

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithUTStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameSTERLING GARDNERBooksInCareOfPersonName
Books In Care Of Phone Number8014532080BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1610 WESTFIELD ROADAddressLine1
CityALPINECity
StateUTState
ZIP Code84004ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Business HoldingsfalseBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
STERLING GARDNER
610 WESTFIELD ROADALPINEUT84004TRUSTEE1.00000
SHELLI GARDNER
610 WESTFIELD ROADALPINEUT84004TRUSTEE1.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Description1N/ADescription1

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances622918AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets622918TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets622918AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable9344CashDeemedCharitable
Net Noncharitable Assets613574NetNoncharitableAssets
Minimum Investment Return30679MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return30679MinimumInvestmentReturn
Distributable Amount Before Adj30679DistributableAmountBeforeAdj
Distributable Amount Before Ded30679DistributableAmountBeforeDed
Distributable Amount As Adjusted30679DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions237500ExpensesAndContributions
Qualifying Distributions237500QualifyingDistributions
Adj Qualifying Distributions237500AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted30679DistributableAmountAsAdjusted
Excess Distri Carryover Year5184915ExcessDistriCarryoverYear5
Excess Distri Carryover Year4479741ExcessDistriCarryoverYear4
Excess Distri Carryover Year3142902ExcessDistriCarryoverYear3
Excess Distri Carryover Year2632543ExcessDistriCarryoverYear2
Excess Distri Carryover Year1363369ExcessDistriCarryoverYear1
Total Excess Distri Carryover1803470TotalExcessDistriCarryover
Qualifying Distributions237500QualifyingDistributions
Applied To Current Year30679AppliedToCurrentYear
Remaining Distri From Corpus206821RemainingDistriFromCorpus
Total Corpus2010291TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov From Year5184915ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year1825376ExcessDistriCyovToNextYear
Excess From Year4479741ExcessFromYear4
Excess From Year3142902ExcessFromYear3
Excess From Year2632543ExcessFromYear2
Excess From Year1363369ExcessFromYear1
Excess From Current Year206821ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameSHANNA BRIDEGANRecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1346 NORTH HUNTERS RIDGE CIRCLEAddressLine1
CityALPINECity
StateUTState
ZIP Code84004ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number8013002841RecipientPhoneNumber
Form And Info And MaterialsWRITTEN REQUEST WITH EXPLANATION OF NEED.FormAndInfoAndMaterials
Submission DeadlinesNO SUBMISSION DEADLINES REQUIRED.SubmissionDeadlines
Restrictions On AwardsNO RESTRICTIONS OR LIMITATIONS ON AWARDS.RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (41 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmountBusiness Name Line2RecipientBusinessName/BusinessNameLine2Address Line2RecipientUSAddress/AddressLine2
MOUNTAINVILLE ACADEMY
1195 SOUTH MAINALPINEUT84004NONEPUBLICUNRESTRICTED$10,000
AMERICAN HERITAGE SCHOOL
736 NORTH 1100 EASTAMERICAN FORKUT84003NONEPUBLICUNRESTRICTED$10,000
SUZUKI STRINGS
300 EAST 11800 SOUTHDRAPERUT84020NONEPUBLICUNRESTRICTED$1,000
ZAMBIA'S SCHOLORSHIP FUND
PO BOX 515BRIGHAM CITYUT84302NONEPUBLICUNRESTRICTED$1,000
ORCHESTRA OF SOUTHERN UTA
PO BOX 312CEDAR CITYUT84721NONEPUBLICUNRESTRICTED$3,000
THE HAPPY FACTORY
869 NORTH 2175 WESTCEDAR CITYUT84720NONEPUBLICUNRESTRICTED$2,000
ISAT HEALING FAMILIES STR
189 S STATE STREETCLEARFIELDUT84015NONEPUBLICUNRESTRICTED$1,000
COURAGE REINS
5870 W 10400 NHIGHLANDUT84003NONEPUBLICUNRESTRICTED$35,000
KANAB AREA CHAMBER OF COMMERCE
78 SOUTH 100 EASTKANABUT84741NONEPUBLICUNRESTRICTED$2,000
KANAB CITY
76 NORTH MAINKANABUT84741NONEPUBLICUNRESTRICTED$5,000
KANE SCHL FOUND STUDENTS
746 S 175 EKANABUT84741NONEPUBLICUNRESTRICTED$4,000
SYMPHONY OF THE CANYONS
PO BOX 495KANABUT84741NONEPUBLICUNRESTRICTED$5,000
ENGLISH LANGUAGE CENTER
1544 NORTH 200 WESTLOGANUT84341NONEPUBLICUNRESTRICTED$2,000
EYE CARE FOR KIDS
6911 SOUTH STATE STREETMIDVALEUT84047NONEPUBLICUNRESTRICTED$3,000
CANARY GARDEN
PO BOX 2133OREMUT84059NONEPUBLICUNRESTRICTED$2,000
THE CENTER FOR WOMEN & CHILDREN
1433 EAST 840 NORTHOREMUT84097NONEPUBLICUNRESTRICTED$5,000IN CRISIS
BOYS AND GIRLS CLUB
1060 EAST 150 NORTHPROVOUT84606NONEPUBLICUNRESTRICTED$2,000
THANKSGIVING POINT INSTIT
251 RIVER PARK DRIVEPROVOUT84604NONEPUBLICUNRESTRICTED$10,000
UTAH VALLEY HOSPITAL FOUNDATION
1034 NORTH 500 WESTPROVOUT84604NONEPUBLICUNRESTRICTED$12,000
RIVERTON ARTS COUNCIL
12830 SOUTH REDWOOD ROADRIVERTONUT84065NONEPUBLICUNRESTRICTED$2,000
ABILITY FOUND
5236 S GREENPINE DRIVESALT LAKE CITYUT84123NONEPUBLICUNRESTRICTED$5,000
AMERICAN LUNG ASSOCIATION
1930 SOUTH 1100 EASTSALT LAKE CITYUT84106NONEPUBLICUNRESTRICTED$1,000
ART ACCESS
230 SOUTH 500 WESTSALT LAKE CITYUT84101NONEPUBLICUNRESTRICTED$2,000SUITE 125
CHILDRENS SERVICE SOCIETY
124 S 400 ESALT LAKE CITYUT84111NONEPUBLICUNRESTRICTED$5,000SUITE 400
CROSSROADS URBAN CENTER
347 SOUTH 400 EASTSALT LAKE CITYUT84111NONEPUBLICUNRESTRICTED$2,000
DISCOVERY GATEWAY
444 WEST 100 SOUTHSALT LAKE CITYUT84101NONEPUBLICUNRESTRICTED$3,000
HUNTSMAN CANCER INSTITUTE
2000 CIRCLE OF HOPESALT LAKE CITYUT84112NONEPUBLICUNRESTRICTED$12,500
INTRMTN RESEARCH MEDICAL FOUND
8TH AVENUE C STREETSALT LAKE CITYUT84143NONEPUBLICUNRESTRICTED$10,000
INTRMTN THERAPY ANIMALS
4050 SOUTH 2700 EASTSALT LAKE CITYUT84124NONEPUBLICUNRESTRICTED$1,000
RONALD MCDONALD HOUSE
935 E SOUTH TEMPLESALT LAKE CITYUT84102NONEPUBLICUNRESTRICTED$30,000
SPLORE
774 EAST 300 SOUTHSALT LAKE CITYUT84106NONEPUBLICUNRESTRICTED$2,500SUITE 105
TURN COMMUNITY SERVICES
423 WEST 800 SOUTHSALT LAKE CITYUT84101NONEPUBLICUNRESTRICTED$1,500SUITE A220
UTAH FOOD BANK
3150 SOUTH 900 WESTSALT LAKE CITYUT84119NONEPUBLICUNRESTRICTED$1,000
UTAH SYMPHONY & ORCHESTRA
123 WEST SOUTH TEMPLESALT LAKE CITYUT84101NONEPUBLICUNRESTRICTED$5,000
YWCA
322 SOUTH 300 EASTSALT LAKE CITYUT84111NONEPUBLICUNRESTRICTED$5,000
GREEN TREE YOGA FOUNDTN
2961 LOSTWOOD DRSANDYUT84092NONEPUBLICUNRESTIRCTED$2,000
THE LIVING PLANET AQUARIUM
725 EAST 10600 SOUTHSANDYUT84094NONEPUBLICUNRESTRICTED$5,000
ERIN KIMBALL MEMORIAL FOUNDATION
168 NORTH 100 EASTST GEORGEUT84770NONEPUBLICUNRESTRICTED$5,000SUITE 103
MORALITY IN MEDIA
1100 G STREET NWWASHINGTONDC20005NONEPUBLICUNRESTRICTED$5,000SUITE 1030
SOUTH VALLEY SANCTUARY
PO BOX 1028WEST JORDANUT84084NONEPUBLICUNRESTRICTED$2,000
HALE CENTER THEATRE
3333 SOUTH DECKER LAKE DRWEST VALLEY CITYUT84119NONEPUBLICUNRESTRICTED$15,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year237500TotGrantOrContriPaidDuringYear

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategory
Amount$1,977Amount
Net Investment Income1977NetInvestmentIncome

Compensation Explanation CompensationExplanation

Compensation Compensation (2 entries)

STERLING GARDNER
SHELLI GARDNER

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategory
Amount$280Amount
Net Investment Income280NetInvestmentIncome

Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch

Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLong

Borrowers Name BorrowersName

FieldValueIRS element (for citing)
IndividualNR FAMILY IRREV TRUSTIndividual
FieldValueIRS element (for citing)
Original Amount Of Loan4122OriginalAmountOfLoan
Balance Due4122BalanceDue
Date Of Note2007-12DateOfNote
Interest Rate0.0100InterestRate
Security Provided By BorrowerNONESecurityProvidedByBorrower
Consideration Fmv4122ConsiderationFmv

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