JNF FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- JNF FOUNDATION (EIN 26-0523149)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-12
- IRS object ID
- 202631329349101018
- Schema version
- 2025v4.1
- 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
- Form 990-PF
- Schedule B
- Gain Loss Sale Other Assets Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-12T10:22:36-00:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271958131 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hale & Wood PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4766 S Holladay Blvd | AddressLine1Txt |
| City | Holladay | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 260523149 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JNF FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Cameron Bennee | InCareOfNm |
| Business Name Control | JNFF | BusinessNameControlTxt |
| Phone | 8017550336 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2413 E Oakcrest Lane PO Box 711727 | AddressLine1Txt |
| City | Salt Lake City | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84171 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Cameron Bennee | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8017550336 | PhoneNum |
| Signature | 2026-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Paul W Jones | PreparerPersonNm |
| PTIN | P00566041 | PTIN |
| Phone | 8019305101 | PhoneNum |
| Preparation | 2026-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $10,548,204 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $640,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $259,673 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $259,673 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $75,250 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,199,992 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $75,262 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $974,923 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $334,935 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $121,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $13,264 | LegalFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $77,557 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $77,557 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $77,557 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $4,414 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $72 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $216,307 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $77,557 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $77,557 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $490,731 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $490,731 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $707,038 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $77,557 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $77,557 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $490,731 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $267,885 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $257,378 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $25,811 | CashBOYAmt |
| Cash EOY | $98,576 | CashEOYAmt |
| Cash EOYFMV | $98,576 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $9,313,189 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,449,628 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,449,628 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $9,339,000 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,548,204 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,548,204 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $9,339,000 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $10,548,204 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,339,000 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,548,204 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,339,000 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,548,204 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,339,000 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $267,885 | ExcessRevenueOverExpensesAmt |
| Other Increases | $941,319 | OtherIncreasesAmt |
| Subtotal | $10,548,204 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $10,548,204 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (254 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| American Funds Bon Fund of Amer F2 | P | 2025-02-28 | 2025-04-07 | $921 | $927 | -$6 | -$6 |
| P | 2025-03-31 | 2025-04-07 | $949 | $952 | -$3 | -$3 | |
| P | 2022-06-01 | 2025-11-21 | $3,124 | $3,293 | -$169 | -$169 | |
| P | 2023-05-31 | 2025-11-21 | $666 | $664 | $2 | $2 | |
| P | 2023-06-30 | 2025-11-21 | $680 | $672 | $8 | $8 | |
| P | 2023-07-31 | 2025-11-21 | $681 | $670 | $11 | $11 | |
| P | 2023-08-31 | 2025-11-21 | $720 | $702 | $18 | $18 | |
| P | 2023-09-29 | 2025-11-21 | $618 | $586 | $32 | $32 | |
| P | 2023-11-13 | 2025-11-21 | $94,800 | $89,763 | $5,037 | $5,037 | |
| P | 2023-11-30 | 2025-11-21 | $1,265 | $1,225 | $40 | $40 | |
| P | 2023-12-29 | 2025-11-21 | $1,613 | $1,615 | -$2 | -$2 | |
| P | 2024-04-30 | 2025-11-21 | $2,975 | $2,840 | $135 | $135 | |
| P | 2024-05-31 | 2025-11-21 | $2,967 | $2,867 | $100 | $100 | |
| P | 2025-10-31 | 2025-11-21 | $1,016 | $1,016 | |||
| Capital GRP fixed incm ETF TR International Bond | P | 2024-12-30 | 2025-07-17 | $30,886 | $31,133 | -$247 | -$247 |
| P | 2025-04-07 | 2025-07-17 | $29,332 | $30,034 | -$702 | -$702 | |
| P | 2024-12-30 | 2025-04-07 | $148,588 | $152,165 | -$3,577 | -$3,577 | |
| P | 2024-10-25 | 2025-07-22 | $495,531 | $496,124 | -$593 | -$593 | |
| Dimensional ETF TR Emerging MKTS Co | P | 2024-10-25 | 2025-04-07 | $1,209 | $1,398 | -$189 | -$189 |
| Fidelity Tactical Bond ETF | P | 2025-04-07 | 2025-11-21 | $26,707 | $25,969 | $738 | $738 |
| P | 2025-07-17 | 2025-11-21 | $163,537 | $160,000 | $3,537 | $3,537 | |
| JP Morgan Exchange Traded FD Hedged Equity LA | P | 2024-06-27 | 2025-04-07 | $672 | $693 | -$21 | -$21 |
| P | 2024-09-26 | 2025-04-07 | $690 | $741 | -$51 | -$51 | |
| P | 2024-10-25 | 2025-04-07 | $380,341 | $414,019 | -$33,678 | -$33,678 | |
| P | 2024-12-27 | 2025-04-07 | $2,158 | $2,383 | -$225 | -$225 | |
| P | 2026-03-27 | 2025-04-07 | $1,309 | $1,393 | -$84 | -$84 | |
| ISHARES CoreMSCI International ETF | P | 2024-12-30 | 2025-04-07 | $114,345 | $119,685 | -$5,340 | -$5,340 |
| IShares Core SP 500 ETF | P | 2025-04-07 | 2025-11-21 | $16,532 | $12,540 | $3,992 | $3,992 |
| JP Morgan Active BOnd TF | P | 2024-12-30 | 2025-11-21 | $235,543 | $227,736 | $7,807 | $7,807 |
| P | 2025-04-07 | 2025-11-21 | $1,955 | $1,924 | $31 | $31 | |
| P | 2025-07-17 | 2025-11-21 | $36,659 | $35,727 | $932 | $932 | |
| JP Morgan Income I | P | 2019-08-22 | 2025-04-07 | $1,342 | $1,521 | -$179 | -$179 |
| P | 2016-11-29 | 2025-04-07 | $663 | $751 | -$88 | -$88 | |
| P | 2020-08-31 | 2025-04-07 | $727 | $793 | -$66 | -$66 | |
| P | 2020-09-30 | 2025-04-07 | $732 | $795 | -$63 | -$63 | |
| P | 2020-10-30 | 2025-04-07 | $653 | $712 | -$59 | -$59 | |
| P | 2020-11-30 | 2025-04-07 | $647 | $714 | -$67 | -$67 | |
| P | 2020-12-11 | 2025-04-07 | $206 | $228 | -$22 | -$22 | |
| P | 2020-12-31 | 2025-04-07 | $645 | $718 | -$73 | -$73 | |
| P | 2021-01-29 | 2025-04-07 | $644 | $720 | -$76 | -$76 | |
| P | 2021-02-26 | 2025-04-07 | $587 | $659 | -$72 | -$72 | |
| P | 2021-03-31 | 2025-04-07 | $590 | $661 | -$71 | -$71 | |
| P | 2021-04-30 | 2025-04-07 | $588 | $663 | -$75 | -$75 | |
| P | 2021-06-24 | 2025-04-07 | $313 | $353 | -$40 | -$40 | |
| P | 2021-07-30 | 2025-04-07 | $451 | $507 | -$56 | -$56 | |
| P | 2021-08-31 | 2025-04-07 | $453 | $509 | -$56 | -$56 | |
| P | 2021-09-30 | 2025-04-07 | $429 | $480 | -$51 | -$51 | |
| P | 2021-10-12 | 2025-04-07 | $75 | $84 | -$9 | -$9 | |
| P | 2021-10-12 | 2025-04-07 | $62 | $69 | -$7 | -$7 | |
| P | 2021-10-12 | 2025-04-07 | $70 | $78 | -$8 | -$8 | |
| P | 2021-10-12 | 2025-04-07 | $14 | $15 | -$1 | -$1 | |
| P | 2021-10-21 | 2025-04-07 | $137 | $153 | -$16 | -$16 | |
| P | 2021-10-12 | 2025-04-07 | $70 | $78 | -$8 | -$8 | |
| P | 2021-10-12 | 2025-04-07 | $69 | $77 | -$8 | -$8 | |
| P | 2021-10-12 | 2025-04-07 | $14 | $15 | -$1 | -$1 | |
| P | 2021-10-12 | 2025-04-07 | $72 | $81 | -$9 | -$9 | |
| P | 2021-10-12 | 2025-04-07 | $71 | $79 | -$8 | -$8 | |
| P | 2021-10-12 | 2025-04-07 | $14 | $15 | -$1 | -$1 | |
| P | 2021-10-12 | 2025-04-07 | $63 | $70 | -$7 | -$7 | |
| P | 2021-10-12 | 2025-04-07 | $3,279 | $3,665 | -$386 | -$386 | |
| P | 2021-10-12 | 2025-04-07 | $14 | $16 | -$2 | -$2 | |
| P | 2021-10-01 | 2025-04-07 | $15 | $16 | -$1 | -$1 | |
| P | 2021-10-12 | 2025-04-07 | $70 | $79 | -$9 | -$9 | |
| P | 2021-10-12 | 2025-04-07 | $65 | $72 | -$7 | -$7 | |
| P | 2021-10-12 | 2025-04-07 | $4 | $4 | |||
| P | 2021-10-12 | 2025-04-07 | $14 | $15 | -$1 | -$1 | |
| P | 2021-10-12 | 2025-04-07 | $14 | $15 | -$1 | -$1 | |
| P | 2021-10-12 | 2025-04-07 | $33 | $37 | -$4 | -$4 | |
| P | 2021-10-12 | 2025-04-07 | $20 | $22 | -$2 | -$2 | |
| P | 2021-10-12 | 2025-04-07 | $74 | $82 | -$8 | -$8 | |
| P | 2021-10-12 | 2025-04-07 | $62 | $70 | -$8 | -$8 | |
| P | 2021-10-15 | 2025-04-07 | $5,341 | $5,995 | -$654 | -$654 | |
| P | 2021-10-29 | 2025-04-07 | $449 | $500 | -$51 | -$51 | |
| P | 2021-11-30 | 2025-04-07 | $470 | $517 | -$47 | -$47 | |
| P | 2021-12-31 | 2025-04-07 | $469 | $519 | -$50 | -$50 | |
| P | 2022-01-31 | 2025-04-07 | $476 | $521 | -$45 | -$45 | |
| P | 2024-12-31 | 2025-04-07 | $1,723 | $1,725 | -$2 | -$2 | |
| P | 2025-01-31 | 2025-04-07 | $989 | $995 | -$6 | -$6 | |
| P | 2025-02-28 | 2025-04-07 | $982 | $992 | -$10 | -$10 | |
| P | 2025-03-31 | 2025-04-07 | $996 | $1,005 | -$9 | -$9 | |
| P | 2020-03-31 | 2025-01-21 | $792 | $775 | $17 | $17 | |
| P | 2020-04-30 | 2025-01-21 | $781 | $779 | $2 | $2 | |
| P | 2020-05-29 | 2025-11-21 | $764 | $783 | -$19 | -$19 | |
| P | 2020-06-30 | 2025-11-21 | $748 | $786 | -$38 | -$38 | |
| P | 2020-07-31 | 2025-11-21 | $738 | $789 | -$51 | -$51 | |
| P | 2020-09-30 | 2025-11-21 | $1 | $1 | |||
| P | 2022-02-28 | 2025-11-21 | $339 | $360 | -$21 | -$21 | |
| P | 2022-03-31 | 2025-11-21 | $497 | $524 | -$27 | -$27 | |
| P | 2022-04-29 | 2025-11-21 | $510 | $526 | -$16 | -$16 | |
| P | 2022-05-31 | 2025-11-21 | $515 | $527 | -$12 | -$12 | |
| P | 2022-06-30 | 2025-11-21 | $538 | $529 | $9 | $9 | |
| P | 2022-07-29 | 2025-11-21 | $527 | $531 | -$4 | -$4 | |
| P | 2022-08-31 | 2025-11-21 | $668 | $660 | $8 | $8 | |
| P | 2022-09-30 | 2025-11-21 | $697 | $663 | $34 | $34 | |
| P | 2022-10-31 | 2025-11-21 | $702 | $665 | $37 | $37 | |
| P | 2022-11-30 | 2025-11-21 | $695 | $669 | $26 | $26 | |
| P | 2022-12-30 | 2025-11-21 | $703 | $672 | $31 | $31 | |
| P | 2023-01-31 | 2025-11-21 | $688 | $674 | $14 | $14 | |
| P | 2023-02-28 | 2025-11-21 | $707 | $678 | $29 | $29 | |
| P | 2023-03-31 | 2025-11-21 | $707 | $681 | $26 | $26 | |
| P | 2023-04-28 | 2025-11-21 | $708 | $684 | $24 | $24 | |
| P | 2023-05-31 | 2025-11-21 | $720 | $687 | $33 | $33 | |
| P | 2023-06-30 | 2025-11-21 | $729 | $690 | $39 | $39 | |
| P | 2023-07-31 | 2025-11-21 | $728 | $693 | $35 | $35 | |
| P | 2023-08-31 | 2025-11-21 | $733 | $696 | $37 | $37 | |
| P | 2023-09-29 | 2025-11-21 | $622 | $583 | $39 | $39 | |
| P | 2023-10-31 | 2025-11-21 | $757 | $702 | $55 | $55 | |
| P | 2023-11-13 | 2025-11-21 | $146,517 | $136,817 | $9,700 | $9,700 | |
| P | 2023-11-30 | 2025-11-21 | $1,116 | $1,061 | $55 | $55 | |
| P | 2023-12-29 | 2025-11-21 | $1,379 | $1,337 | $42 | $42 | |
| P | 2024-01-31 | 2025-11-21 | $1,377 | $1,343 | $34 | $34 | |
| P | 2024-02-29 | 2025-11-21 | $1,394 | $1,349 | $45 | $45 | |
| P | 2024-03-28 | 2025-11-21 | $1,392 | $1,355 | $37 | $37 | |
| P | 2024-04-30 | 2025-11-21 | $1,410 | $1,361 | $49 | $49 | |
| P | 2024-05-31 | 2025-11-21 | $1,630 | $1,585 | $45 | $45 | |
| P | 2024-06-28 | 2025-11-21 | $1,632 | $1,590 | $42 | $42 | |
| P | 2024-07-31 | 2025-11-21 | $1,626 | $1,600 | $26 | $26 | |
| P | 2025-04-30 | 2025-11-21 | $915 | $908 | $7 | $7 | |
| P | 2025-05-30 | 2025-11-21 | $889 | $882 | $7 | $7 | |
| P | 2025-06-30 | 2025-11-21 | $887 | $885 | $2 | $2 | |
| P | 2025-07-31 | 2025-11-21 | $896 | $890 | $6 | $6 | |
| P | 2025-08-29 | 2025-11-21 | $892 | $895 | -$3 | -$3 | |
| P | 2025-09-30 | 2025-11-21 | $900 | $899 | $1 | $1 | |
| P | 2025-10-31 | 2025-11-21 | $906 | $904 | $2 | $2 | |
| JPMOrgan International BND Opport ETF | P | 2018-03-17 | 2025-04-07 | $133 | $141 | -$8 | -$8 |
| P | 2018-04-09 | 2025-04-07 | $13,095 | $14,016 | -$921 | -$921 | |
| P | 2018-04-15 | 2025-04-07 | $8 | $9 | -$1 | -$1 | |
| P | 2018-07-09 | 2025-04-07 | $9,512 | $10,095 | -$583 | -$583 | |
| P | 2018-08-06 | 2025-04-07 | $74 | $79 | -$5 | -$5 | |
| P | 2018-10-04 | 2025-04-07 | $134 | $143 | -$9 | -$9 | |
| P | 2020-01-06 | 2025-04-07 | $836 | $887 | -$51 | -$51 | |
| P | 2020-02-06 | 2025-04-07 | $138 | $148 | -$10 | -$10 | |
| P | 2024-06-05 | 2025-04-07 | $492 | $493 | -$1 | -$1 | |
| P | 2024-08-05 | 2025-04-07 | $504 | $510 | -$6 | -$6 | |
| P | 2024-10-25 | 2025-04-07 | $1,551 | $1,577 | -$26 | -$26 | |
| P | 2024-11-05 | 2025-04-07 | $610 | $615 | -$5 | -$5 | |
| P | 2024-12-04 | 2025-04-07 | $605 | $614 | -$9 | -$9 | |
| P | 2025-01-03 | 2025-04-07 | $510 | $513 | -$3 | -$3 | |
| P | 2025-02-05 | 2025-04-07 | $491 | $497 | -$6 | -$6 | |
| P | 2025-03-05 | 2025-04-07 | $504 | $512 | -$8 | -$8 | |
| P | 2025-04-03 | 2025-04-07 | $540 | $547 | -$7 | -$7 | |
| P | 2018-07-19 | 2025-11-21 | $5,148 | $5,285 | -$137 | -$137 | |
| P | 2018-09-07 | 2025-11-21 | $123 | $126 | -$3 | -$3 | |
| P | 2018-11-06 | 2025-11-21 | $145 | $147 | -$2 | -$2 | |
| P | 2018-12-06 | 2025-11-21 | $153 | $154 | -$1 | -$1 | |
| P | 2019-01-04 | 2025-11-21 | $1,283 | $1,247 | $36 | $36 | |
| P | 2019-01-04 | 2025-11-21 | $57 | $55 | $2 | $2 | |
| P | 2019-01-07 | 2025-11-21 | $131 | $128 | $3 | $3 | |
| P | 2019-03-06 | 2025-11-21 | $147 | $147 | |||
| P | 2019-04-04 | 2025-11-21 | $135 | $136 | -$1 | -$1 | |
| P | 2019-05-06 | 2025-11-21 | $43 | $44 | -$1 | -$1 | |
| P | 2019-06-06 | 2025-11-21 | $47 | $48 | -$1 | -$1 | |
| P | 2020-04-07 | 2025-11-21 | $146 | $140 | $6 | $6 | |
| P | 2020-05-07 | 2025-11-21 | $216 | $210 | $6 | $6 | |
| P | 2020-06-05 | 2025-11-21 | $113 | $114 | -$1 | -$1 | |
| P | 2023-06-06 | 2025-11-21 | $172 | $165 | $7 | $7 | |
| P | 2023-07-07 | 2025-11-21 | $172 | $163 | $9 | $9 | |
| P | 2023-08-04 | 2025-11-21 | $164 | $156 | $8 | $8 | |
| P | 2023-09-08 | 2025-11-21 | $168 | $158 | $10 | $10 | |
| P | 2023-11-07 | 2025-11-21 | $100 | $93 | $7 | $7 | |
| P | 2023-11-13 | 2025-11-21 | $52,075 | $48,613 | $3,462 | $3,462 | |
| P | 2023-12-07 | 2025-11-21 | $256 | $247 | $9 | $9 | |
| P | 2024-01-04 | 2025-11-21 | $248 | $241 | $7 | $7 | |
| P | 2024-02-07 | 2025-11-21 | $273 | $266 | $7 | $7 | |
| P | 2024-03-05 | 2025-11-21 | $37,186 | $36,210 | $976 | $976 | |
| P | 2024-03-07 | 2025-11-21 | $227 | $222 | $5 | $5 | |
| P | 2024-04-04 | 2025-11-21 | $510 | $496 | $14 | $14 | |
| P | 2024-05-06 | 2025-11-21 | $453 | $438 | $15 | $15 | |
| P | 2024-07-03 | 2025-11-21 | $489 | $472 | $17 | $17 | |
| P | 2025-10-03 | 2025-11-21 | $687 | $689 | -$2 | -$2 | |
| P | 2025-11-05 | 2025-11-21 | $630 | $631 | -$1 | -$1 | |
| JPMorgan Ultra Short Income ETF | P | 2019-02-28 | 2025-07-22 | $34,868 | $34,611 | $257 | $257 |
| P | 2020-01-06 | 2025-07-22 | $153 | $153 | |||
| P | 2020-02-06 | 2025-07-22 | $118 | $118 | |||
| P | 2020-03-05 | 2025-07-22 | $117 | $117 | |||
| P | 2020-04-07 | 2025-07-22 | $130 | $128 | $2 | $2 | |
| P | 2020-05-07 | 2025-07-22 | $106 | $106 | |||
| P | 2021-03-19 | 2025-07-22 | $4,537 | $4,547 | -$10 | -$10 | |
| P | 2023-06-06 | 2025-07-22 | $165 | $163 | $2 | $2 | |
| P | 2023-07-07 | 2025-07-22 | $164 | $162 | $2 | $2 | |
| P | 2023-08-04 | 2025-07-22 | $170 | $168 | $2 | $2 | |
| P | 2023-09-08 | 2025-07-22 | $180 | $178 | $2 | $2 | |
| P | 2023-10-06 | 2025-07-22 | $173 | $171 | $2 | $2 | |
| P | 2023-11-07 | 2025-07-22 | $181 | $179 | $2 | $2 | |
| P | 2023-11-13 | 2025-07-22 | $40,994 | $40,592 | $402 | $402 | |
| P | 2023-12-07 | 2025-07-22 | $363 | $360 | $3 | $3 | |
| P | 2024-01-04 | 2025-07-22 | $389 | $386 | $3 | $3 | |
| P | 2024-02-07 | 2025-07-22 | $360 | $358 | $2 | $2 | |
| P | 2024-03-05 | 2025-07-22 | $186,244 | $184,938 | $1,306 | $1,306 | |
| P | 2024-03-07 | 2025-07-22 | $354 | $352 | $2 | $2 | |
| P | 2024-04-04 | 2025-07-22 | $1,183 | $1,176 | $7 | $7 | |
| P | 2024-05-06 | 2025-07-22 | $1,221 | $1,213 | $8 | $8 | |
| P | 2024-06-05 | 2025-07-22 | $1,208 | $1,201 | $7 | $7 | |
| P | 2024-07-03 | 2025-07-22 | $1,169 | $1,162 | $7 | $7 | |
| P | 2024-10-25 | 2025-07-22 | $487,795 | $487,604 | $191 | $191 | |
| AMerican Fund New World F2 | P | 2020-09-01 | 2025-04-07 | $48,548 | $52,584 | -$4,036 | -$4,036 |
| P | 2021-10-15 | 2025-04-07 | $754 | $1,000 | -$246 | -$246 | |
| P | 2022-03-18 | 2025-04-07 | $9,019 | $9,683 | -$664 | -$664 | |
| P | 2023-12-14 | 2025-04-07 | $1,843 | $1,906 | -$63 | -$63 | |
| P | 2024-12-19 | 2025-04-07 | $7,893 | $8,580 | -$687 | -$687 | |
| P | 2024-12-19 | 2025-04-07 | $3,304 | $3,592 | -$288 | -$288 | |
| P | 2023-11-13 | 2025-07-17 | $1,195 | $955 | $240 | $240 | |
| P | 2023-12-14 | 2025-07-17 | $2,248 | $1,848 | $400 | $400 | |
| P | 2023-12-14 | 2025-07-17 | $5,820 | $4,784 | $1,036 | $1,036 | |
| PIMCO MultiSector Bond ACTV ETf | P | 2025-04-07 | 2025-07-17 | $150,481 | $148,621 | $1,860 | $1,860 |
| Schwab INternational Equity ET | P | 2025-07-17 | 2025-11-21 | $23 | $22 | $1 | $1 |
| Charles Schwab US REIT ETF | P | 2024-10-25 | 2025-11-21 | $42 | $46 | -$4 | -$4 |
| P | 2025-07-17 | 2025-11-21 | $21 | $21 | |||
| SPDR Portfolio Developed WOrld EXUS | P | 2021-10-15 | 2025-04-01 | $509 | $520 | -$11 | -$11 |
| P | 2021-10-15 | 2025-04-02 | $73 | $74 | -$1 | -$1 | |
| P | 2021-10-12 | 2025-04-07 | $1,731 | $1,913 | -$182 | -$182 | |
| P | 2021-10-15 | 2025-04-07 | $47,192 | $53,725 | -$6,533 | -$6,533 | |
| P | 2022-03-18 | 2025-04-07 | $8,263 | $8,675 | -$412 | -$412 | |
| P | 2023-12-02 | 2025-04-07 | $7,249 | $7,584 | -$335 | -$335 | |
| P | 2024-02-26 | 2025-04-07 | $145,020 | $154,126 | -$9,106 | -$9,106 | |
| P | 2024-12-30 | 2025-04-07 | $11,483 | $11,976 | -$493 | -$493 | |
| P | 2023-06-27 | 2025-07-17 | $4,851 | $3,857 | $994 | $994 | |
| P | 2023-11-13 | 2025-07-17 | $2,658 | $2,052 | $606 | $606 | |
| P | 2023-12-28 | 2025-07-17 | $171 | $145 | $26 | $26 | |
| P | 2025-06-27 | 2025-07-17 | $10,386 | $10,387 | -$1 | -$1 | |
| SPDR INdex SHares Emerg Markt ETF | P | 2024-12-30 | 2025-07-17 | $5,973 | $5,280 | $693 | $693 |
| SPDR Port SP 500 | P | 2024-03-21 | 2025-04-07 | $6,539 | $6,852 | -$313 | -$313 |
| P | 2024-06-26 | 2025-04-07 | $7,272 | $7,939 | -$667 | -$667 | |
| P | 2024-09-25 | 2025-04-07 | $6,729 | $7,714 | -$985 | -$985 | |
| P | 2024-12-31 | 2025-04-07 | $6,772 | $8,016 | -$1,244 | -$1,244 | |
| P | 2025-03-31 | 2025-04-07 | $6,592 | $7,329 | -$737 | -$737 | |
| P | 2024-02-26 | 2025-07-17 | $54,274 | $43,905 | $10,369 | $10,369 | |
| P | 2024-03-21 | 2025-07-17 | $401 | $334 | $67 | $67 | |
| SPDR Portfolio SO 400 Mid CAp ETF | P | 2023-12-22 | 2025-04-07 | $1,502 | $1,609 | -$107 | -$107 |
| P | 2024-02-26 | 2025-04-07 | $96,326 | $105,945 | -$9,619 | -$9,619 | |
| P | 2024-03-21 | 2025-04-07 | $1,270 | $1,469 | -$199 | -$199 | |
| P | 2024-06-26 | 2025-04-07 | $1,685 | $1,880 | -$195 | -$195 | |
| P | 2024-09-25 | 2025-04-07 | $1,502 | $1,794 | -$292 | -$292 | |
| P | 2024-10-25 | 2025-04-07 | $11,403 | $13,638 | -$2,235 | -$2,235 | |
| P | 2024-12-26 | 2025-04-07 | $1,616 | $1,954 | -$338 | -$338 | |
| P | 2025-03-26 | 2025-04-07 | $1,459 | $1,689 | -$230 | -$230 | |
| SPDR Portfolio SP 600 Small Cap ETF | P | 2023-06-09 | 2025-04-07 | $339 | $360 | -$21 | -$21 |
| P | 2024-02-26 | 2025-04-07 | $83,830 | $96,133 | -$12,303 | -$12,303 | |
| P | 2024-03-21 | 2025-04-07 | $1,128 | $1,322 | -$194 | -$194 | |
| P | 2024-06-26 | 2025-04-07 | $1,683 | $1,894 | -$211 | -$211 | |
| P | 2024-09-25 | 2025-04-07 | $1,473 | $1,831 | -$358 | -$358 | |
| P | 2024-10-25 | 2025-04-07 | $13,670 | $16,814 | -$3,144 | -$3,144 | |
| P | 2024-12-26 | 2025-04-07 | $2,162 | $2,719 | -$557 | -$557 | |
| P | 2025-03-26 | 2025-04-07 | $1,300 | $1,505 | -$205 | -$205 | |
| SDR POrt SP 500 | P | 2023-11-13 | 2025-11-21 | $145,413 | $97,322 | $48,091 | $48,091 |
| P | 2023-12-22 | 2025-11-21 | $10,335 | $7,459 | $2,876 | $2,876 | |
| P | 2024-02-26 | 2025-11-21 | $71,328 | $55,074 | $16,254 | $16,254 | |
| P | 2025-09-30 | 2025-11-21 | $7,710 | $7,768 | -$58 | -$58 | |
| Vanguard Small CAP ETF | P | 2025-04-07 | 2025-11-21 | $57,805 | $46,316 | $11,489 | $11,489 |
| Vanguard FTSE Developed MKTS ETF IV | P | 2025-04-07 | 2025-04-22 | $359 | $319 | $40 | $40 |
| P | 2025-04-07 | 2025-07-17 | $56,775 | $45,630 | $11,145 | $11,145 | |
| P | 2025-04-07 | 2025-11-21 | $153,991 | $118,045 | $35,946 | $35,946 | |
| Vanguard REal Estate ETF | P | 2025-03-27 | 2025-11-21 | $728 | $737 | -$9 | -$9 |
| P | 2025-07-17 | 2025-11-21 | $5,297 | $5,318 | -$21 | -$21 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $75,262 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $20,652 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,578 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,578 | SubtotalAmt |
| Tax Based On Investment Income | $3,578 | TaxBasedOnInvestmentIncomeAmt |
| Es Penalty | $188 | EsPenaltyAmt |
| Tax Due | $3,766 | TaxDueAmt |
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 |
| Org Report Or Register State | UT | OrgReportOrRegisterStateCd |
| 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 | Cameron Bennee | IndividualWithBooksNm |
| Phone | 8017550336 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2413 E Oakcrest Lane | AddressLine1Txt |
| City | Holladay | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84171 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|
| Susan Warburton | ||||||
| 1958 Lincoln Lane Apt 2A | Holladay | UT | 84124 | Director | 020.00 | $22,000 |
| Kaira Bennee | ||||||
| 4130 Achilles Dr | Salt Lake City | UT | 84124 | Director | 016.00 | $20,000 |
| Cameron Bennee | ||||||
| 2413 E Oakcreast Lane | Holladay | UT | 84171 | Director | 020.00 | $40,000 |
| Kelly Bennee | ||||||
| 2413 E Oakcreast Lane | Holladay | UT | 84171 | Director | 002.00 | $39,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Money donations to charitable organizations - see page 11. | Description1Txt |
| Expenses1 | $490,731 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | None | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,728,212 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $139,521 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,867,733 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $9,867,733 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $148,016 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,719,717 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $485,986 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $485,986 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,578 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,578 | TotalTaxAmt |
| Distributable Before Adj | $482,408 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $482,408 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $482,408 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $490,731 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $490,731 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $482,408 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $186,000 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $503,000 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $380,000 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $227,602 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,296,602 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $490,731 | QualifyingDistributionsAmt |
| Applied To Current Year | $482,408 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,401 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,306,003 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $186,000 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,120,003 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $503,000 | ExcessFromYear4Amt |
| Excess From Year3 | $380,000 | ExcessFromYear3Amt |
| Excess From Year2 | $227,602 | ExcessFromYear2Amt |
| Excess From Current Year | $9,401 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| School of Addiction Recovery | ||||||
| 3075 Grant Ave | Ogden | UT | 84401 | PC | General Charitable | $20,000 |
| Healing Sciences Foundation | ||||||
| 12231 S 1950 E | Draper | UT | 84020 | PC | General Charitable | $20,000 |
| Lionheart Gift Foundation | ||||||
| 1507 E TREEVIEW DR | Millcreek | UT | 84124 | PC | General Charitable | $10,000 |
| Soap 2 Hope | ||||||
| 1540 Main Street | Salt Lake City | UT | 84115 | PC | General Charitable | $20,000 |
| Pillows for PRisioners | ||||||
| 2810 HERMOSA WAY | Salt Lake City | UT | 84124 | PC | General Charitable | $20,000 |
| Richard W Erickson Foundation | ||||||
| 36 So State St | Salt Lake City | UT | 84111 | PC | General Charitable | $15,000 |
| Africa is Life Changing | ||||||
| 1192 Draper Pkwy suite 255 | Draper | UT | 84020 | PC | General Charitable | $40,000 |
| The Other Side Academy | ||||||
| 667 E 100 S | Salt Lake City | UT | 84102 | PC | General Charitable | $10,000 |
| Wasatch Gardens | ||||||
| 629 East 800 South | Salt Lake City | UT | 84102 | PC | General Charitable | $20,000 |
| Volunteers of America | ||||||
| 1875 S Redwood Road | Salt Lake City | UT | 84104 | PC | General Charitable | $15,000 |
| The Road Home | ||||||
| 242 Paramount Ave | Salt Lake City | UT | 84115 | PC | General Charitable | $15,000 |
| American Foundation for Suicide Prevention | ||||||
| 199 Water St | New York | NY | 10038 | PC | General Charitable | $10,000 |
| Raise the Future | ||||||
| 7414 State St Apt 101 | Midvale | UT | 84047 | PC | General Charitable | $35,000 |
| Charley's Angels Foundation | ||||||
| 68 S MAIN ST SECOND FL | Salt Lake City | UT | 84101 | PC | General Charitable | $60,000 |
| My Story Matters | ||||||
| 99 East 900 South | Provo | UT | 84606 | PC | General Charitable | $30,000 |
| The Ability Foundation | ||||||
| 2324 South 2700 West | West Valley City | UT | 84119 | PC | General Charitable | $1,000 |
| Raise the Future | ||||||
| 7414 State St Apt 101 | Midvale | UT | 84047 | PC | General Charitable | $731 |
| USARA (Utah Support Advocates for Recovery Awareness) | ||||||
| 180 E 2100 S Ste 100 | Salt Lake City | UT | 84115 | PC | General Charitable | $40,000 |
| First Step House | ||||||
| 434 S 500 E | Salt Lake City | UT | 84102 | PC | General Charitable | $40,000 |
| United Search Corp | ||||||
| 222 Delaware Street Suite C88 | New Castle | DE | 19720 | PC | General Charitable | $1,500 |
| American Heart Association | ||||||
| 230 South 500 E ast Apt 465 | Salt Lake City | UT | 84111 | PC | General Charitable | $10,000 |
| Heroes Defense | ||||||
| 591 Park Ave | Idaho Fals | ID | 83402 | PC | General Charitable | $5,000 |
| Shriners Children Hospital | ||||||
| 1275 E Fairfax Rd | Salt Lake City | UT | 84103 | PC | General Charitable | $2,500 |
| Utah Food Bank | ||||||
| 3150 South 900 West | Salt Lake City | UT | 84119 | PC | General Charitable | $10,000 |
| Granite Education Foundation Inc | ||||||
| 2500 SOUTH STATE STREET D-108 | Salt Lake City | UT | 84115 | PC | General Charitable | $5,000 |
| Clementine Ranch Foundation | ||||||
| 14322 S MAJESTIC OAKS LANE | Herriman | UT | 84096 | PC | General Charitable | $2,500 |
| Ruff Haven | ||||||
| 175 S MAIN STREET SUITE 500 | Salt Lake City | UT | 84111 | PC | General Charitable | $2,500 |
| Fit to Recover | ||||||
| 175 S MAIN STREET SUITE 500 | Salt Lake City | UT | 84111 | PC | General Charitable | $10,000 |
| Carden Memorial Foundation | ||||||
| 1452 E 2700 S | Salt Lake City | UT | 84106 | PC | General Charitable | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $490,731 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Exclusion | 14 | ExclusionCd |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $259,673 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $75,250 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $334,923 | UnrelatedBusinessTaxblIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $334,923 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | The Norma Fosgate Living Trust | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 429 | AddressLine1Txt |
| City | Heber City | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84032 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $640,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Acquired | 2025-09 | AcquiredDt |
| How Acquired | P | HowAcquiredTxt |
| Sold | 2025-11 | SoldDt |
| Gross Sales Price | $777 | GrossSalesPriceAmt |
| Basis | $789 | BasisAmt |
| Total Net | -$12 | TotalNetAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $13,264 | LegalFeesAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Banking fees and other fees and general expenses | Desc |
| Revenue And Expenses Per Books | $72 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Appreciation in market value of securities | Desc |
| Amt | $941,319 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Advisory Fees | CategoryTxt |
| Amt | $77,557 | Amt |
| Net Investment Income | $77,557 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $77,557 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Federal Taxes | CategoryTxt |
| Amt | $4,414 | Amt |
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