ROBERT H AND KATHARINE B GARFF FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT H AND KATHARINE B GARFF FOUNDATION (EIN 20-1412845)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-07
- IRS object ID
- 202313119349100806
- 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
- Depreciation Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-07T08:16:27-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 299 S MAIN ST 10TH FLOOR | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201412845 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Robert H & Katharine B Garff Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % TATE HANSEN | InCareOfNm |
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 8012573400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 East Broadway Suite 900 | AddressLine1Txt |
| City | Salt Lake City | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84111 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHARINE GARFF | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8012573400 | PhoneNum |
| Signature | 2023-10-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KATHARINE | PersonFirstNm |
| Person Last | GARFF | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Christopher D Ebert | PreparerPersonNm |
| PTIN | P00707090 | PTIN |
| Phone | 8012691818 | PhoneNum |
| Preparation | 2023-10-25 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| 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 | $4,401,268 | 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 | $2,959,430 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $792 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $792 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $108,669 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $108,669 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $735 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $499,665 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $78,412 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $511 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $3,070,137 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $187,873 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $4,695 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $4,695 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $14,150 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $922 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $568 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $568 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $20,335 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,413 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,316,255 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,316,255 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,336,590 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,413 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,316,255 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,733,547 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $168,460 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $575,024 | CashBOYAmt |
| Cash EOY | $753,840 | CashEOYAmt |
| Cash EOYFMV | $753,840 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $627,612 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,147,428 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,147,428 | SavAndTempCashInvstEOYFMVAmt |
| Other Assets BOY | $1,500,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,500,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,500,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,702,636 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,401,268 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,401,268 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $51,785 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,784 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $51,785 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,784 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,650,851 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,399,484 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,650,851 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,399,484 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,702,636 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,401,268 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,650,851 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,733,547 | ExcessRevenueOverExpensesAmt |
| Other Increases | $15,086 | OtherIncreasesAmt |
| Subtotal | $4,399,484 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,399,484 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 177 SHARE OF ACCENTURE CL A | D | 2021-01-01 | 2022-12-29 | $47,292 | $45,091 | $2,201 | $2,201 |
| 180 SHARES OF ALPHABET CL A | D | 2021-01-01 | 2022-12-29 | $15,830 | $15,104 | $726 | $726 |
| 420 SHARES OF ALPHABET CL C | D | 2021-01-01 | 2022-12-29 | $37,185 | $36,526 | $659 | $659 |
| 560 SHARES OF GARTNER INC | D | 2021-01-01 | 2022-12-29 | $189,499 | $166,030 | $23,469 | $23,469 |
| 397 SHARES OF UNITEDHEALTHGP INC | D | 2021-01-01 | 2022-12-29 | $209,859 | $158,502 | $51,357 | $51,357 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $78,412 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,342 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,342 | SubtotalAmt |
| Tax Based On Investment Income | $2,342 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,750 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $1,750 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $77 | EsPenaltyAmt |
| Tax Due | $669 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TATE HANSEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8012573400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 EAST BROADWAY SUITE 900 | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84111 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 (10 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 |
|---|---|---|---|---|---|---|---|---|
| MARK RICHARDS | ||||||||
| 111 East Broadway Suite 900 | Salt Lake City | UT | 84111 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| KATHERINE B GARFF | ||||||||
| 111 East Broadway Suite 900 | Salt Lake City | UT | 84111 | PRESIDENT | 1.0 | $0 | $0 | $0 |
| JOSHUA GARFF | ||||||||
| 111 East Broadway Suite 900 | Salt Lake City | UT | 84111 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| JOHN K GARFF | ||||||||
| 111 East Broadway Suite 900 | Salt Lake City | UT | 84111 | VICE PRESIDENT | 1.0 | $0 | $0 | $0 |
| JAMES CAMPBELL | ||||||||
| 111 East Broadway Suite 900 | Salt Lake City | UT | 84111 | TREASURER | 5.0 | $0 | $0 | $0 |
| AMY A GARFF | ||||||||
| 111 East Broadway Suite 900 | Salt Lake City | UT | 84111 | VICE PRESIDENT | 1.0 | $0 | $0 | $0 |
| KATHERINE E GARFF | ||||||||
| 111 East Broadway Suite 900 | Salt Lake City | UT | 84111 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| RACHEL GARFF | ||||||||
| 111 East Broadway Suite 900 | Salt Lake City | UT | 84111 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| JACOB J GARFF | ||||||||
| 111 East Broadway Suite 900 | Salt Lake City | UT | 84111 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| MEGAN GARFF | ||||||||
| 111 East Broadway Suite 900 | Salt Lake City | UT | 84111 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,007,266 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $751,736 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,759,002 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,759,002 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,385 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,732,617 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $86,631 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $86,631 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,342 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,342 | TotalTaxAmt |
| Distributable Before Adj | $84,289 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $511 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $84,800 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $84,800 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,316,255 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,316,255 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $84,800 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,185,581 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,160,615 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,714,406 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,523,615 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,390,000 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $14,974,217 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,316,255 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $84,800 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,231,455 | RemainingDistriFromCorpusAmt |
| Total Corpus | $16,205,672 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $2,185,581 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $14,020,091 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,160,615 | ExcessFromYear4Amt |
| Excess From Year3 | $2,714,406 | ExcessFromYear3Amt |
| Excess From Year2 | $4,523,615 | ExcessFromYear2Amt |
| Excess From Year1 | $4,390,000 | ExcessFromYear1Amt |
| Excess From Current Year | $1,231,455 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN GARFF | ContributingManagerNm |
| Contributing Manager | MATTHEW GARFF | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MATTHEW B GARFF | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 EAST BROADWAY STE 900 | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8012573400 | RecipientPhoneNum |
| Form And Info And Materials | BY WRITTEN REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| WEBER STATE UNIVERSITY | |||||||
| 3848 Harrison Blvd | OGDEN | UT | 84408 | NONE | PC | GENERAL DONATION | $9,523 |
| UTAH STATE UNIVERSITY | |||||||
| 805 E 700 N | LOGAN | UT | 84322 | NONE | PC | GENERAL DONATION | $7,500 |
| UNIVERSITY OF UTAH | |||||||
| 201 PRESIDENTS CIR | SALT LAKE CITY | UT | 84112 | NONE | PC | ROBERT H GARFF SCHOLARSHIP | $17,500 |
| UNIVERSITY OF NORTHERN IOWA | |||||||
| 1227 W 27TH ST | Cedar Falls | IA | 50614 | NONE | PC | GENERAL DONATION | $5,000 |
| FAMILY PROMISE OF OGDEN | |||||||
| 256 24TH ST | OGDEN | UT | 84401 | NONE | PC | GENERAL DONATION | $1,500 |
| WOMEN'S LEADERSHIP INSTITUTE | |||||||
| 201 S MAIN STREET 2300 | SALT LAKE CITY | UT | 84111 | NONE | PC | GENERAL DONATION | $50,000 |
| THE NEW LEADERSHIP ACADEMY LLC | |||||||
| 201 PRESIDENTS CIR | SALT LAKE CITY | UT | 84112 | NONE | NC | GENERAL DONATION | $25,000 |
| SAM BECK | |||||||
| 10330 S Beetdigger Blvd | Sandy | UT | 84070 | NONE | I | HARDSHIP GRANT | $500 |
| WASHTENAW COMMUNITY COLLEGE | |||||||
| 4800 E HURON RIVER DR | ANN ARBOR | MI | 48105 | NONE | PC | GENERAL DONATION | $1,145 |
| CALIFORNIA INSTITUTE OF INTEGRAL STUDIES | |||||||
| 1453 MISSION ST | SAN FRANCISCO | CA | 94103 | NONE | PC | GENERAL DONATION | $2,500 |
| BRIGHAM YOUNG UNIVERSITY | |||||||
| 150 E 1230 N | PROVO | UT | 84602 | NONE | PC | GENERAL DONATION | $2,500 |
| DES MOINES AREA COMMUNITY COLLEGE | |||||||
| 1144 7TH ST | DES MOINES | IA | 50314 | NONE | PC | GENERAL DONATION | $2,081 |
| HOUSTON COMMUNITY COLLEGE | |||||||
| 1300 HOLMAN ST | HOUSTON | TX | 77004 | NONE | PC | GENERAL DONATION | $3,458 |
| ARIZONA STATE UNIVERSITY | |||||||
| 501 E Orange St | Tempe | AZ | 85287 | NONE | PC | GENERAL DONATION | $2,500 |
| CALIFORNIA STATE UNIVERSITY SAN MARCOS | |||||||
| 333 S Twin Oaks Valley Rd | SAN MARCOS | CA | 92096 | NONE | PC | GENERAL DONATION | $2,223 |
| COLLEGE OF THE CANYONS | |||||||
| 26455 ROCKWELL CANYON RD | SANTA CLARITA | CA | 91355 | NONE | PC | GENERAL DONATION | $89 |
| EDUCATION FIRST UTAH | |||||||
| PO BOX 912 | CENTERVILLE | UT | 84014 | NONE | PF | GENERAL DONATION | $2,750 |
| FORTIS COLLEGE | |||||||
| 3949 South 700 East Suite 150 | CALT LAKE CITY | UT | 84107 | NONE | PF | GENERAL DONATION | $1,215 |
| GOOD DEED REVOLUTION | |||||||
| 47 SOUTH ORANGE STREET BLDG A STE 1 | SALT LAKE CITY | UT | 84116 | NONE | PC | GENERAL DONATION | $10,000 |
| HUNTSMAN CANCER FOUNDATION | |||||||
| 500 S HUNTSMAN WAY | SALT LAKE CITY | UT | 84108 | NONE | PC | GENERAL DONATION | $25,000 |
| LIFE PACIFIC UNIVERSITY | |||||||
| 1100 W COVINA BLVD | SAN DIMAS | CA | 91773 | NONE | PC | GENERAL DONATION | $5,000 |
| LONE STAR COLLEGE | |||||||
| 5000 Research Forest | Woodlands | TX | 77090 | NONE | PF | GENERAL DONATION | $1,152 |
| LOS ANGELES PIERCE COLLEGE | |||||||
| 6201 Winnetka Ave | WOODLAND HILLS | CA | 91371 | NONE | PF | GENERAL DONATION | $672 |
| MINNESOTA STATE UNIVERSITY | |||||||
| 150 Morris Hall | MANKATO | MN | 56001 | NONE | PC | GENERAL DONATION | $2,500 |
| PACIFIC COLLEGE OF HEALTH & SCIENCE | |||||||
| 110 William St Fl 19 | NEW YORK | NY | 10038 | NONE | PF | GENERAL DONATION | $2,500 |
| SALT LAKE CHAMBER | |||||||
| 201 S MAIN ST STE 2300 | SALT LAKE CITY | UT | 84111 | NONE | PC | GENERAL DONATION | $25,000 |
| SALT LAKE COMMUNITY COLLEGE FOUNDATION | |||||||
| 4600 S REDWOOD RD | SALT LAKE CITY | UT | 84123 | NONE | PC | GENERAL DONATION | $2,500 |
| SCHOOLCRAFT | |||||||
| 35248 Leon St | LIVONIA | MI | 48150 | NONE | PC | GENERAL DONATION | $1,492 |
| SOUTHERN UTAH UNIVERSITY | |||||||
| 351 W UNIVERSITY BLVD | CEDAR CITY | UT | 84720 | NONE | PC | GENERAL DONATION | $9,568 |
| SOUTHERN VIRGINIA UNIVERSITY | |||||||
| 1 UNIVERSITY HILL DR | BUENA VISTA | VA | 24416 | NONE | PC | GENERAL DONATION | $10,000 |
| SUCCESS IN EDUCATION | |||||||
| 111 E BROADWAY STE 900 | SALT LAKE CITY | UT | 84111 | NONE | PC | GENERAL DONATION | $25,000 |
| UNIVERSITY OF KANSAS | |||||||
| 1450 Jayhawk Blvd Rm 230 | LAWRENCE | KS | 66045 | NONE | PC | GENERAL DONATION | $2,500 |
| UNIVERSITY OF UTAH | |||||||
| 332 South 1400 East Suite 160 | SALT LAKE CITY | UT | 84112 | NONE | PC | Aaron Lowe Memorial Fund | $2,500 |
| UNIVERSITY OF UTAH | |||||||
| 332 South 1400 East Suite 160 | SALT LAKE CITY | UT | 84112 | NONE | PC | BUILDING FUND | $1,000,000 |
| UTAH FIRST LADY FOUNDATION | |||||||
| 603 E SOUTH TEMPLE | MIDVALE | UT | 84102 | NONE | PC | GENERAL DONATION | $5,000 |
| UTAH FOUNDATION | |||||||
| PO BOX 387 | SALT LAKE CITY | UT | 84110 | NONE | PC | GENERAL DONATION | $2,500 |
| UTAH SPORTS COMMISSION FOUNDATION | |||||||
| 201 S MAIN ST STE 2125 | SALT LAKE CITY | UT | 84111 | NONE | PC | GENERAL DONATION | $28,000 |
| UTAH TECH UNIVERSITY | |||||||
| 225 S 700 E | SAINT GEORGE | UT | 84770 | NONE | PC | GENERAL DONATION | $2,767 |
| UTAH VALLEY UNIVERSITY | |||||||
| 800 W UNIVERSITY PKWY MSC 109 | OREM | UT | 84058 | NONE | PC | GENERAL DONATION | $4,620 |
| VIEWMONT HIGH SCHOOL | |||||||
| 120 W 1000 N | BOUNTIFUL | UT | 84010 | NONE | NC | Golf Tournament-Fundraiser | $1,000 |
| Marcus Wolfgramm | |||||||
| 772 S Eastridge Dr | Springville | UT | 84663 | None | I | Hardship | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,316,255 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $792 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $108,669 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $735 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME AND PY REFUND | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $511 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $110,707 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $110,707 | 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 (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| JOHN GARFF | |||||||
| 1 | 111 EAST BROADWAY SUITE 900 | SALT LAKE CITY | UT | 84111 | $800,000 | Yes (X) | |
| KORNERSTONE | |||||||
| 2 | 111 EAST BROADWAY SUITE 900 | SALT LAKE CITY | UT | 84111 | $1,600,000 | Yes (X) | |
| KEN GARFF AUTOMOTIVE | |||||||
| 3 | 111 EAST BROADWAY SUITE 900 | SALT LAKE CITY | UT | 84111 | $60,000 | Yes (X) | |
| MATTHEW GARFF - STOCKS | |||||||
| 4 | 111 East Broadway Suite 900 | Salt Lake City | UT | 84111 | $498,930 | Yes (X) | Yes (X) |
Depreciation Schedule DepreciationSchedule
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $4,695 | LegalFeesAmt |
| Net Investment Income | $4,695 | NetInvestmentIncomeAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ARIVO ACCEPTANCE | Desc |
| BOY Book Value | $1,500,000 | BOYBookValueAmt |
| EOY Book Value | $1,500,000 | EOYBookValueAmt |
| EOYFMV | $1,500,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BANK FEES | $418 | $418 |
| INVESTMENT FEE | $150 | $150 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | P/Y refund | Desc |
| Revenue And Expenses Per Books | $511 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $15,086 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $922 | Amt |