STERLING AND SHELLI GARDNER FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
STERLING AND SHELLI GARDNER FOUNDATION (EIN 87-0686202)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-05-11
IRS object ID
201231329349101768
Schema version
2011v1.2
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)
Timestamp2012-05-11T16:23:23-05:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1SAVAS GREENE & COMPANY 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 Date2011-01-01TaxPeriodBeginDate

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 Signed2012-05-04DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameJAMES C SAVASName
Phone8014532080Phone
Date Prepared2012-05-11DatePrepared
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY714448FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss331041ContriReceivedRevAndExpnss
Total Revenue And Expenses331041TotalRevenueAndExpenses
Total Net Investment Income0TotalNetInvestmentIncome
Accounting Fees Rev And Expnss1041AccountingFeesRevAndExpnss
Tot Opr Expenses Rev And Expnss1041TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss403295ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps403295ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss404336TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps403295TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-73295ExcessOfRevenueOverExpenses
Net Investment Income0NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY783621CashBOY
Cash EOY710326CashEOY
Cash EOYFMV710326CashEOYFMV
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 BOY787743TotalAssetsBOY
Total Assets EOY714448TotalAssetsEOY
Total Assets EOYFMV714448TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Follow SFAS117XOrgThatFollowSFAS117
Unrestricted BOY787743UnrestrictedBOY
Unrestricted EOY714448UnrestrictedEOY
Total Net Assets BOY787743TotalNetAssetsBOY
Total Net Assets EOY714448TotalNetAssetsEOY
Total Liabilities Net Assets BOY787743TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY714448TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY787743TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-73295ExcessOfRevenueOverExpenses
Subtotal714448Subtotal
Total Net Assets Fund Balances EOY714448TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year1668950QualifyingDistributionsYear1
Noncharitable Assets Year1728145NoncharitableAssetsYear1
Distribution Ratio Year10.918704DistributionRatioYear1
Qualifying Distributions Year2166300QualifyingDistributionsYear2
Noncharitable Assets Year2467956NoncharitableAssetsYear2
Distribution Ratio Year20.355375DistributionRatioYear2
Qualifying Distributions Year3489295QualifyingDistributionsYear3
Noncharitable Assets Year3191082NoncharitableAssetsYear3
Distribution Ratio Year32.560655DistributionRatioYear3
Qualifying Distributions Year4186100QualifyingDistributionsYear4
Noncharitable Assets Year423702NoncharitableAssetsYear4
Distribution Ratio Year47.851658DistributionRatioYear4
Qualifying Distributions Year5155896QualifyingDistributionsYear5
Noncharitable Assets Year511099NoncharitableAssetsYear5
Distribution Ratio Year514.045950DistributionRatioYear5
Total Distribution Ratio25.732342TotalDistributionRatio
Average Distribution Ratio5.146468AverageDistributionRatio
Net Noncharitable Assets798519NetNoncharitableAssets
Adjusted Noncharitable Assets4109552AdjustedNoncharitableAssets
Adj Nonchrtbl Assets And One4109552AdjNonchrtblAssetsAndOnePct
Qualifying Distributions403295QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax0InvestmentIncomeExciseTax
Amount Credited To Next Year0AmountCreditedToNextYear

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 ContributorstrueNewSubstantialContributors
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

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

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 Balances810679AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets810679TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets810679AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable12160CashDeemedCharitable
Net Noncharitable Assets798519NetNoncharitableAssets
Minimum Investment Return39926MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return39926MinimumInvestmentReturn
Distributable Amount Before Adj39926DistributableAmountBeforeAdj
Distributable Amount Before Ded39926DistributableAmountBeforeDed
Distributable Amount As Adjusted39926DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions403295ExpensesAndContributions
Qualifying Distributions403295QualifyingDistributions
Adj Qualifying Distributions403295AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted39926DistributableAmountAsAdjusted
Excess Distri Carryover Year5155341ExcessDistriCarryoverYear5
Excess Distri Carryover Year4184915ExcessDistriCarryoverYear4
Excess Distri Carryover Year3479741ExcessDistriCarryoverYear3
Excess Distri Carryover Year2142902ExcessDistriCarryoverYear2
Excess Distri Carryover Year1632543ExcessDistriCarryoverYear1
Total Excess Distri Carryover1595442TotalExcessDistriCarryover
Qualifying Distributions403295QualifyingDistributions
Applied To Current Year39926AppliedToCurrentYear
Remaining Distri From Corpus363369RemainingDistriFromCorpus
Total Corpus1958811TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov From Year5155341ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year1803470ExcessDistriCyovToNextYear
Excess From Year4184915ExcessFromYear4
Excess From Year3479741ExcessFromYear3
Excess From Year2142902ExcessFromYear2
Excess From Year1632543ExcessFromYear1
Excess From Current Year363369ExcessFromCurrentYear

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 ContributionPurposeOfGrantOrContributionAmountAmountAddress Line2RecipientUSAddress/AddressLine2Business Name Line2RecipientBusinessName/BusinessNameLine2
ABILITY FOUND
5236 S GREENPINE DRIVESALT LAKE CITYUT84123NONEPUBLICUNRESTRICTED$5,000
AMERICAN LUNG ASSOCIATION
1930 SOUTH 1100 EASTSALT LAKE CITYUT84106NONEPUBLICUNRESTRICTED$2,500
BIG BROTHER & BIG SISTER
230 NORTH 13TH STREETPHILADELPHIAPA19107NONEPUBLICUNRESTRICTED$2,000
BOYS AND GIRLS CLUB
4201 LONG BEACH BLVDLONG BEACHCA90807NONEPUBLICUNRESTRICTED$2,000
CAMP HOPE
3920 W 45TH STREETCASPERWY82604NONEPUBLICUNRESTRICTED$2,000
CANARY GARDEN
PO BOX 2133OREMUT840592133NONEPUBLICUNRESTRICTED$2,000
COURAGE REINS
5870 W 10400 NHIGHLANDUT84003NONEPUBLICUNRESTRICTED$35,000
DISCOVERY GATEWAY
444 WEST 100 SOUTHSALT LAKE CITYUT84101NONEPUBLICUNRESTRICTED$3,000
DIXIE COLLEGE FOUNDATION
301 NORTH 200 EASTST GEORGEUT84770NONEPUBLICUNRESTRICTED$1,500SUITE 3A
ENGLISH LANGUAGE CENTER
106 E 1120 N STE ALOGANUT84341NONEPUBLICUNRESTRICTED$2,000
GREEN TREE YOGA FOUNDTN
2961 LOSTWOOD DRSANDYUT84092NONEPUBICUNRESTIRCTED$1,500
HABITAT FOR HUMANITY
340 S OREM BLVDOREMUT84058NONEPUBLICUNRESTRICTED$2,500
HALE CENTER THEATRE
3333 SOUTH DECKER LAKE DRWEST VALLEY CITYUT84119NONEPUBLICUNRESTRICTED$7,500
HUNTSMAN CANCER INSTITUTE
2000 CIRCLE OF HOPESALT LAKE CITYUT84112NONEPUBLICUNRESTRICTED$25,000
INTRMTN THERAPY ANIMALS
4050 SOUTH 2700 EASTSALT LAKE CITYUT84124NONEPUBLICUNRESTRICTED$1,000
ISAT HEALING FAMILIES STR
189 S STATE STREETCLEARFIELDUT84015NONEPUBLICUNRESTRICTED$1,000
JEWISH FAMILY SERVICES
1111 BRICKYARD ROADSALT LAKE CITYUT84106NONEPUBLICUNRESTRICTED$1,000
KANAB HERTIAGE & RESTORATION
13 SOUTH 100 EASTKANABUT84741NONEPUBLICUNRESTRICTED$2,000
KANE SCHL FOUND STUDENTS
746 S 175 EKANABUT84741NONEPUBLICUNRESTRICTED$4,000
KUED
101 S WASATCH DRIVESALT LAKE CITYUT84112NONEPUBLICUNRESTRICTED$2,500
LUPAS FDTOF AMERICA
455 EAST 500 SOUTH 2SALT LAKE CITYUT84111NONEPUBLICUNRESTRICTED$1,000
MALIHEN FREE CLINIC
415 EAST 3900 SOUTHSALT LAKE CITYUT84107NONEPUBLICUNRESTRICTED$5,000
NAT'L CTR- SHAKEN BABY SN
1433 NORTH 1075 WEST 110FARMINGTONUT84025NONEPUBLICUNRESTRICTED$2,500
ORCHESTRA OF SOUTHERN UTA
105 NORTH 100 EASTCEDAR CITYUT84720NONEPUBLICUNRESTRICTED$1,000
RONALD MCDONALD HOUSE
ONE KROC DRIVEOAK BROOKIL60523NONEPUBLICUNRESTRICTED$35,000
SOUTH VALLEY SANCTUARY
PO BOX 1028WEST JORDANUT84084NONEPUBLICUNRESTRICTED$2,000
SUZUKI STRINGS
PO BOX 17310BOULDERCO80308NONEPUBLICUNRESTRICTED$1,000
SYMPHONY OF THE CANYONS
PO BOX 495KANABUT84741NONEPUBLICUNRESTRICTED$5,000
THANKSGIVING POINT INSTIT
251 RIVER PARK DRIVEPROVOUT84604NONEPUBLICUNRESTRICTED$200,000
THE CENTER FOR WOMEN & CHILDREN
1433 EAST 840 NORTHOREMUT84097NONEPUBLICUNRESTRICTED$5,000IN CRISIS
THE LIVING PLANET AQUARIUM
725 EAST 10600 SOUTHSANDYUT84094NONEPUBLICUNRESTRICTED$2,500
UTAH SCHOOLS FOR DEAF
1655 EAST 3300 SOUTHSALT LAKE CITYUT84106NONEPUBLICUNRESTRICTED$1,000
UTAH SYMPHONY
123 WEST SOUTH TEMPLESALT LAKE CITYUT84101NONEPUBLICUNRESTRICTED$5,000
UTAH VALLEY UNIVERSITY
800 W UNIVERSITY PKWYOREMUT84058NONEPUBLICUNRESTRICTED$10,795
UTAH YOUTH VILLAGE
5800 S HIGHLAND DRSALT LAKE CITYUT84121NONEPUBLICUNRESTRICTED$5,000
VOLUNTEERS OF AMERICA UTAH
435 WEST BEARCAT DRIVESALT LAKE CITYUT84115NONEPUBLICUNRESTRICTED$2,500
VSA UTAH
230 SOUTH 500 WESTSALT LAKE CITYUT84101NONEPUBLICUNRESTRICTED$2,500
WESTERN LEDGENDS ROUNDUP
78 E CENTER STREETKANABUT84741NONEPUBLICUNRESTRICTED$3,000
WORK ACTIVITY CENTER
683 W CENTER STREETMIDVALEUT84047NONEPUBLICUNRESTRICTED$2,500
YWCA
322 SOUTH 300 EASTSALT LAKE CITYUT84111NONEPUBLICUNRESTRICTED$5,000
ZAMBIA'S SCHOLORSHIP FUND
PO BOX 515BRIGHAM CITYUT84302NONEPUBLICUNRESTRICTED$1,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year403295TotGrantOrContriPaidDuringYear

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualSTERLING AND SHELLI GARDNERContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1610 WESTFIELD ROADAddressLine1
CityALPINECity
StateUTState
ZIP Code840041501ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions331041AggregateContributions
Person Contribution TypeXPersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
Amount$1,041Amount

Compensation Explanation CompensationExplanation

Compensation Compensation (2 entries)

STERLING GARDNER
SHELLI GARDNER

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

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor SubstantialContributor

FieldValueIRS element (for citing)
Person NameSTERLING AND SHELLI GARDNERPersonName

US Address USAddress

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

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