LARSON FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LARSON FAMILY FOUNDATION INC (EIN 31-1494115)
- Tax period
- 2024-12-01 to 2025-11-30
- Filed
- 2026-01-29
- IRS object ID
- 202640299349100124
- Schema version
- 2024v5.5
- 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
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-01-29T16:53:13-06:00 | ReturnTs |
| Tax Period End | 2025-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222005150 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Porzio Bromberg and Newman | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 Southgate Pkwy PO Box 1997 | AddressLine1Txt |
| City | Morristown | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 079621997 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311494115 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Larson Family Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LARS | BusinessNameControlTxt |
| Phone | 9735384006 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | co Porzio 5 Sylvan Way 110 | AddressLine1Txt |
| City | Parsippany | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07054 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Philip J Siana | PersonNm |
| Person Title | Treasurer/Trustee | PersonTitleTxt |
| Phone | 9735384006 | PhoneNum |
| Signature | 2026-01-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | I Richard Ploss | PreparerPersonNm |
| PTIN | P01453622 | PTIN |
| Phone | 9735384006 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,164,301 | 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 |
| Dividends Rev And Expnss | $103,444 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $103,444 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,573 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $100,517 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,573 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $106,017 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $106,017 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $425 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $212 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $213 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,375 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,375 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $815 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $37,648 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $37,696 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $47,638 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $42,283 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,588 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $35,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $35,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $82,638 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $42,283 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $39,588 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $23,379 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $63,734 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,492 | CashBOYAmt |
| Cash EOY | $1,484 | CashEOYAmt |
| Cash EOYFMV | $1,484 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,571 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $24,965 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $24,965 | SavAndTempCashInvstEOYFMVAmt |
| Other Assets BOY | $2,183,244 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,187,236 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,137,852 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,190,307 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,213,685 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,164,301 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,211,562 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,190,307 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$21,255 | RetainedEarningBOYAmt |
| Retained Earning EOY | $23,378 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,190,307 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,213,685 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,190,307 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,213,685 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,190,307 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $23,379 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,213,686 | SubtotalAmt |
| Other Decreases | $1 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,213,685 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| 119 shares American Tower REIT | P | 2024-12-09 | $24,926 | $26,483 | -$1,557 | -$1,557 | |
| 4,419.89 shrs EV Short Duration Govt | P | 2025-06-09 | $32,000 | $35,890 | -$3,890 | -$3,890 | 2020-04-29 |
| Cash in Lieu Solstice Advanced | P | 2025-10-30 | $11 | $2 | $9 | $9 | |
| 3,108.808 shares Lord Abbett Ultra Short Bd | P | 2025-09-09 | $12,000 | $13,026 | -$1,026 | -$1,026 | 2021-09-14 |
| 249 shares United States Parcel Service | P | 2024-12-10 | $31,580 | $22,543 | $9,037 | $9,037 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,573 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $886 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $886 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $886 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,449 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,449 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $563 | OverpaymentAmt |
| Applied To ES Tax | $563 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Philip Siana Porzio | IndividualWithBooksNm |
| Phone | 9735384006 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 Sylvan Way Suite 110 | AddressLine1Txt |
| City | Parsippany | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07054 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Wayne Boote | ||||||||
| c/o Porzio 5 Sylvan Way Suite 110 | Parsippany | NJ | 07054 | Co-President/Trustee | 0.00 | $0 | $0 | $0 |
| Dana Larson Boote | ||||||||
| c/o Porzio 5 Sylvan Way Suite 110 | Parsippany | NJ | 07054 | Secretary/Trustee | 0.00 | $0 | $0 | $0 |
| Philip J Siana | ||||||||
| c/o Porzio 5 Sylvan Way Suite 110 | Parsippany | NJ | 07054 | Treasurer/Trustee | 0.00 | $0 | $0 | $0 |
| Ryan Artigues | ||||||||
| c/o Porzio 5 Sylvan Way Suite 110 | Parsippany | NJ | 07054 | Co-President/Trustee | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,809,100 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,128 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,824,228 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,824,228 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $57,363 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,766,865 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $188,343 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $188,343 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $886 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $886 | TotalTaxAmt |
| Distributable Before Adj | $187,457 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $187,457 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $187,457 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $39,588 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $39,588 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $187,457 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $441,616 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,106,896 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $139,365 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,687,877 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $39,588 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $39,588 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $147,869 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $147,869 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,540,008 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $293,747 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,246,261 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,106,896 | ExcessFromYear4Amt |
| Excess From Year2 | $139,365 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of Utah | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO box 58006 | AddressLine1Txt |
| City | Salt LAke City | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84158 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | None | RecipientRelationshipTxt |
| Recipient Foundation Status | Public Charity | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | General Support | GrantOrContributionPurposeTxt |
| Amt | $35,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $35,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $103,444 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,573 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $106,017 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $106,017 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Porzio Bromberg & Newman PC | CategoryTxt |
| Amt | $8,750 | Amt |
| Net Investment Income | $4,375 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,375 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Porzio Bromberg & Newman PC | CategoryTxt |
| Legal Fees | $425 | LegalFeesAmt |
| Net Investment Income | $212 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $213 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (50 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 402 shrs Johnson & Johnson | $14,619 | $14,619 | $83,182 |
| 191 shrs Accenture PLC Ireland | $29,685 | $29,685 | $47,750 |
| 345 shrs Advanced Micro Devices | $23,410 | $23,410 | $75,048 |
| 139 shrs Air Products & Chemicals | $38,714 | $38,714 | $36,286 |
| 1207 shrs Alphabet Inc. | $65,108 | $65,108 | $386,385 |
| 517 shrs Amazon Com Inc | $54,129 | $54,129 | $120,575 |
| 119 shrs American Tower REIT | $26,483 | $0 | $0 |
| 5,088 shrs Ares Capital Corp | $73,939 | $73,939 | $104,915 |
| 334 shrs Apple Inc | $44,458 | $44,458 | $93,136 |
| 83 shrs Blackrock Inc | $37,846 | $37,846 | $86,926 |
| 186 shrs Caterpillar Inc | $21,173 | $21,173 | $107,091 |
| 455 shrs Chevron Corp | $43,589 | $43,589 | $68,764 |
| 604 shrs CHUBB Ltd | $23,949 | $23,949 | $178,893 |
| 233 shrs Cigna | $35,855 | $35,855 | $64,606 |
| 97 shrs Costco Wholesale Corp | $37,153 | $37,153 | $88,618 |
| 299 shrs Danaher Corporation | $27,074 | $27,074 | $67,807 |
| 53,806.192 shrs E V Short Duration Govt Inc | $437,539 | $424,775 | $394,399 |
| 178 shrs Home Depot Inc | $37,852 | $37,852 | $63,532 |
| 305 shrs Honeywell Intl Inc | $10,463 | $9,855 | $58,618 |
| 2,280 shrs Ishares Trust Shares 1-5 Year | $123,935 | $123,935 | $121,091 |
| 325 shrs JP Morgan Chase | $46,625 | $46,625 | $101,751 |
| 27,181.003 shrs Lord Abbett Ultra Short | $117,797 | $110,526 | $105,734 |
| 392 shrs Merck & Co | $21,743 | $21,743 | $41,093 |
| 458 shrs Microsoft Corp | $11,739 | $11,739 | $225,340 |
| 761 shrs Mondelez Intl Inc | $15,383 | $15,383 | $43,811 |
| 433 shrs Procter & Gamble | $27,260 | $27,260 | $64,153 |
| 14,600.344 shrs PGIM High Yield Bond Fund | $74,223 | $79,150 | $71,104 |
| 653 shrs Qualcomm Inc. | $32,993 | $32,993 | $109,763 |
| 739 shrs RTX (Raytheon Technologies Corp) | $53,404 | $53,404 | $129,258 |
| 155 shrs Stryker Corp | $29,397 | $29,397 | $57,533 |
| 840 shrs TE Connectivity LTD | $57,146 | $57,146 | $189,966 |
| 155 shrs Thermo Fisher Scientific | $33,560 | $33,560 | $91,579 |
| 249 shrs United Parcel Service | $22,543 | $0 | $0 |
| 334 shrs Valero Energy CP | $18,424 | $18,424 | $59,038 |
| 133 shrs Visa Inc | $29,406 | $29,406 | $44,481 |
| 2,290.83 shrs Invesco Premium US Govt Money Market | $5,936 | $2,291 | $2,291 |
| 298 shrs Emerson Electric Co | $24,570 | $24,570 | $39,747 |
| 2,315 shrs Invesco Variable Rate Preferred | $54,634 | $54,634 | $56,555 |
| 219 shrs Oracle | $21,461 | $21,461 | $44,227 |
| 155 shrs Pepsico Inc | $26,073 | $26,073 | $23,055 |
| 162 shrs Cisco Systems | $9,924 | $9,924 | $12,464 |
| 85 shrs Adobe Inc | $26,592 | $33,237 | $27,211 |
| 86 shs Meta Platform | $36,254 | $36,254 | $55,724 |
| 351 shs Nvidia Corporation | $17,447 | $17,447 | $62,127 |
| 50,000 units Citigroup Inc fxd | $52,809 | $52,809 | $51,249 |
| 50,000 units Enbridge Inc fxd | $53,261 | $53,261 | $53,424 |
| 6,289.537 shrs Pimco Mortgage Opp | $55,667 | $59,127 | $59,373 |
| 75 shrs Solstice Advanced Matls | $0 | $606 | $3,624 |
| 156 shrs Union Pacific Corp | $0 | $36,883 | $36,166 |
| 329 shrs Nextera Energy Inc | $0 | $24,785 | $28,389 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Adjustment due to rounding | Desc |
| Amt | $1 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Morgan Stanley Fees | $37,515 | $37,515 | $0 |
| Bank of America service charges | $128 | $128 | $0 |
| ADR Custody Fees | $5 | $53 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | U S Treasury | CategoryTxt |
| Amt | $815 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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