MICHEL FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MICHEL FOUNDATION (EIN 20-3424442)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-15
- IRS object ID
- 202411369349105296
- Schema version
- 2022v5.0
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-15T17:18:09-07:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 475424551 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Houghton & Houghton CPAs Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 850 Second Street Suite D | AddressLine1Txt |
| City | Santa Rosa | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95404 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203424442 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHEL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MICH | BusinessNameControlTxt |
| Phone | 8019444414 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7240 S HIGHLAND DRIVE 101 | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84121 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | UWE W MICHEL | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2024-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | UWE W | PersonFirstNm |
| Person Last | MICHEL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | John Houghton | PreparerPersonNm |
| PTIN | P01212830 | PTIN |
| Phone | 7075753535 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,208,081 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $55,226 | ContriRcvdRevAndExpnssAmt |
| Other Income Rev And Expnss | $166,945 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $222,171 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,665 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,665 | AccountingFeesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $876 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $5,789 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $5,789 | OccupancyNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $456 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $456 | TravConfMeetingNetInvstIncmAmt |
| Printing And Pub Rev And Expnss | $215 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $215 | PrintingAndPubNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $25,656 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $209 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25,447 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $34,657 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,334 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $25,447 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $196,309 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $196,309 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $230,966 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,334 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $221,756 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$8,795 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $418,260 | CashBOYAmt |
| Cash EOY | $933,016 | CashEOYAmt |
| Cash EOYFMV | $933,016 | CashEOYFMVAmt |
| Corporate Stock BOY | $300,000 | CorporateStockBOYAmt |
| Corporate Stock EOY | $330,000 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $330,000 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $100,618 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $100,618 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $100,618 | LandBldgInvestmentsEOYAmt |
| Mortgage Loans BOY | $969,518 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $416,843 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $416,843 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $528,222 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $528,222 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $528,222 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $7,600 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,828 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,648 | LandBOYAmt |
| Land EOY | $2,772 | LandEOYAmt |
| Total Assets BOY | $2,320,266 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,311,471 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,208,081 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,320,266 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,311,471 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,320,266 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,311,471 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,320,266 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,311,471 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,320,266 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$8,795 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,311,471 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,311,471 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UWE W MICHEL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8018562586 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7240 S HIGHLAND DRIVE 101 | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84121 | 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 | false | 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 |
|---|---|---|---|---|---|---|
| UWE W MICHEL | ||||||
| 7240 S HIGHLAND DR 101 | SALT LAKE CITY | UT | 84121 | Trustee | 7.00 | $0 |
| ANNETE S MICHEL | ||||||
| 7240 S HIGHLAND DRIVE 101 | SALT LAKE CITY | UT | 84121 | Trustee | 1.00 | $0 |
| ULLRICH K MICHEL | ||||||
| 7240 S HIGHLAND DRIVE 101 | SALT LAKE CITY | UT | 84121 | Trustee | 5.00 | $0 |
| CAROLA S MICHEL | ||||||
| 7240 S HIGHLAND DRIVE 101 | SALT LAKE CITY | UT | 84121 | Trustee | 1.00 | $0 |
| 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 | COMMUNITY SERVICE ACTIVITIES | Description1Txt |
| Expenses1 | $123,351 | Expenses1Amt |
| Description2 | FOREIGN HUMANITARIAN SERVICES | Description2Txt |
| Expenses2 | $26,539 | Expenses2Amt |
| Description3 | COMMUNITY BASED MEDICAL SERVICE | Description3Txt |
| Expenses3 | $19,912 | Expenses3Amt |
| Description4 | HOUSING & TRANSPORTATION ASSISTANCE FOR NEEDY FAMILIES | Description4Txt |
| Expenses4 | $19,122 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $675,687 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,208,081 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,883,768 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,883,768 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $43,257 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,840,511 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $142,026 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $221,756 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $221,756 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $221,756 | CurrentYearAmt |
| Year1 | $151,053 | Year1Amt |
| Year2 | $169,219 | Year2Amt |
| Year3 | $280,155 | Year3Amt |
| Total | $822,183 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $221,756 | CurrentYearAmt |
| Year1 | $151,053 | Year1Amt |
| Year2 | $169,219 | Year2Amt |
| Year3 | $280,155 | Year3Amt |
| Total | $822,183 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $94,684 | CurrentYearAmt |
| Year1 | $91,050 | Year1Amt |
| Year2 | $87,727 | Year2Amt |
| Year3 | $43,638 | Year3Amt |
| Total | $317,099 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JEREMY MICHEL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7240 HIGHLAND DRIVE | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84121 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8019422378 | RecipientPhoneNum |
| Form And Info And Materials | STATEMENT OF REQUEST CONTAINING PURPOSE AND NEED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE AWARDED BASED ON NEED | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| NATIVE AMERICAN ASSISTANCE FUND | |||||||
| 540 E 535 S | HYRUM | UT | 84319 | NONE | PC | GENERAL FUND | $3,000 |
| CHURCH OF JESUS CHRIST OF LDS | |||||||
| 300 W NORTH TEMPLE | SALT LAKE CITY | UT | 84103 | NONE | PC | LIBIAN WELLS PROGRAM | $9,000 |
| ST PETERS KAJUKI COMMUNITY | |||||||
| 2257 S 1100 E UNIT 205 | SALT LAKE CITY | UT | 84106 | PC | GENERAL FUND | $1,039 | |
| UTAH ROTARY | |||||||
| 1366 N 1350 W | PROVO | UT | 84604 | PC | GENERAL FUND | $500 | |
| GIRL SCOUTS | |||||||
| 445 E 4500 S | SALT LAKE CITY | UT | 84107 | PC | GENERAL FUND | $100 | |
| THE FLOOD MUSEUM | |||||||
| 1310 KNIGHT STREET | NAUVOO | IL | 62354 | PC | GENERAL FUND | $7,000 | |
| THE CATHEDRAL OF THE MADELEINE | |||||||
| 331 E SOUTH TEMPLE | SALT LAKE CITY | UT | 84111 | PC | GOOD SAMARITAN | $3,000 | |
| UNIVERSITY OF UTAH | |||||||
| 201 PRESIDENTS CIR | SALT LAKE CITY | UT | 84112 | PC | PROSPERITY COUNCIL | $2,000 | |
| BUILDING YOUTH | |||||||
| 2637 N 400 E | OGDEN | UT | 84414 | PC | GENERAL FUND | $9,675 | |
| BOYS GIRLS CLUB | |||||||
| 5263 S COMMERCE DR | MURRAY | UT | 84107 | PC | GENERAL FUND | $4,167 | |
| HOME AID | |||||||
| 9069 1300 W | WEST JORDAN | UT | 84088 | PC | GENERAL FUND | $2,000 | |
| RESCUE MISSION SLC | |||||||
| 463 400 W | SALT LAKE CITY | UT | 84101 | PC | GENERAL FUND | $2,000 | |
| HABITAT FOR HUMANITY | |||||||
| 1276 S 500 W | SALT LAKE CITY | UT | 84101 | PC | GENERAL FUND | $2,000 | |
| BOY SCOUTS OF AMERICA | |||||||
| 525 FOOTHILL BLVD | SALT LAKE CITY | UT | 84113 | CHARITY | PC | GENERAL FUND | $26,305 |
| HUTSMAN CANCER FOUNDATION | |||||||
| 2000 CIR OF HOPE DR | SALT LAKE CITY | UT | 84112 | PC | GENERAL FUND | $1,000 | |
| LDS CHURCH | |||||||
| 300 W NORTH TEMPLE | SALT LAKE CITY | UT | 84103 | PC | GENERAL FUND | $2,000 | |
| ROTARTY INTERNATIONAL | |||||||
| 1366 N 1350 W | PROVO | UT | 84604 | PC | GENERAL FUND | $10,208 | |
| YOUTH LINC | |||||||
| 1166 BRICKYARD RD | SALT LAKE CITY | UT | 84106 | PC | GENERAL FUND | $49,396 | |
| SEAGER MEMORIAL CLINIC | |||||||
| 2775 WALL AVE | OGDEN | UT | 84401 | PC | GENERAL FUND | $6,205 | |
| MELEAHEA CLINIC | |||||||
| 256 24TH ST | OGDEN | UT | 84401 | PC | GENERAL FUND | $5,000 | |
| NEUROWORKS | |||||||
| 90 ALBION VILLAGE WAY | SANDY | UT | 84070 | PC | GENERAL FUND | $5,257 | |
| UTAH FAMILIES OF OGDEN | |||||||
| 256 24TH ST | OGDEN | UT | 84401 | PC | GENERAL FUND | $1,500 | |
| FOREIGN AID | |||||||
| 1167 W BROOKLYN AVE | SALT LAKE CITY | UT | 84104 | PC | GENERAL FUND | $16,500 | |
| UTAH FAMILIES | |||||||
| 256 24TH ST | OGDEN | UT | 84401 | CHARITY | PC | GENERAL FUND | $27,457 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $196,309 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $166,945 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $166,945 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $166,945 | 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 |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | GERALD AND DONNA FOY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7240 S HIGHLAND DR | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84121 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $53,726 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,665 | Amt |
| Net Investment Income | $1,665 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 1988 TRACKER BOAT | PropertyDesc |
| Acquired | 2019-07-30 | AcquiredDt |
| Cost Or Other Basis | $7,600 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $3,952 | PriorYearDepreciationAmt |
| Computation Method | 200DB | ComputationMethodTxt |
| Rt | 0.1152 | Rt |
| Current Year Expense | $876 | CurrentYearExpenseAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | AEON AI | StockNm |
| EOY Book Value | $330,000 | EOYBookValueAmt |
| EOYFMV | $330,000 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Buildings | CategoryOrItemTxt |
| Cost Or Other Basis | $100,618 | CostOrOtherBasisAmt |
| Book Value | $100,618 | BookValueAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LOT 5 9000 SOUTH STREET SLC | AT COST | $525,000 | $525,000 |
| FOREIGN CURRENCY | AT COST | $3,222 | $3,222 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Auto./Transportation Equip. | CategoryOrItemTxt |
| Cost Or Other Basis | $7,600 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $4,828 | AccumulatedDepreciationAmt |
| Book Value | $2,772 | BookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GAS | $189 | $189 | |
| GIFT | $515 | $515 | |
| LICENSES AND PERMITS | $20 | $20 | |
| MEALS | $1,213 | $1,213 | |
| PROGRAM EXPENSES | $23,719 | $23,719 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $166,945 | RevenueAndExpensesPerBooksAmt |