MICHEL FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MICHEL FOUNDATION (EIN 20-3424442)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-17
- IRS object ID
- 202201379349100620
- Schema version
- 2020v4.0
- 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 Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Notes Loans Rcvbl Short Sch2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-17T10:58:39-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 870439430 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SORENSEN VANCE & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3115 E LION LN STE 220 | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 841213529 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | 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 SOUTH 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 | TRUTEE | PersonTitleTxt |
| Phone | 8019444414 | PhoneNum |
| Signature | 2022-05-02 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | UWE | PersonFirstNm |
| Person Last | MICHEL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BARRY IKEDA | PreparerPersonNm |
| PTIN | P00113774 | PTIN |
| Phone | 8017335055 | PhoneNum |
| Preparation | 2022-05-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,447,936 | 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 | $536,200 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,073 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,073 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $2,073 | InterestOnSavingsAdjNetIncmAmt |
| Other Income Rev And Expnss | $607,389 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $607,389 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $607,389 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,145,662 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $609,462 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $609,462 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $5,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,400 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $457 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $457 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $110 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $110 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $2,932 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $2,932 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $4,615 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $692 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $3,923 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $36,720 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $398 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $36,322 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $50,234 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,989 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $40,245 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $128,974 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $128,974 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $179,208 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,989 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $169,219 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $966,454 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $599,473 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $609,462 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $580,618 | CashBOYAmt |
| Cash EOY | $132,678 | CashEOYAmt |
| Cash EOYFMV | $132,679 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $283,515 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $6,450 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $283,515 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $283,515 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Mortgage Loans BOY | $888,888 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $1,503,649 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $1,503,649 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $3,222 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,222 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,093 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $534,970 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,322 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $6,080 | LandBOYAmt |
| Land EOY | $528,648 | LandEOYAmt |
| Land EOYFMV | $525,000 | LandEOYFMVAmt |
| Total Assets BOY | $1,485,258 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,451,712 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,447,936 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,485,258 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,451,712 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,485,258 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,451,712 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,485,258 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,451,712 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,485,258 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $966,454 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,451,712 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,451,712 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,333 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,333 | SubtotalAmt |
| Tax Based On Investment Income | $8,333 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $187 | EsPenaltyAmt |
| Tax Due | $8,520 | 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 |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | 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 | UWE W MICHEL | IndividualWithBooksNm |
| Phone | 8019444414 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7240 S HIGHLAND DR 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 |
| 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| UWE W MICHEL | ||||||||
| 7240 S HIGHLAND DR 101 | SALT LAKE CITY | UT | 84121 | TRUTEE | 7.00 | $0 | $0 | $0 |
| ANNETTE S MICHEL | ||||||||
| 7240 S HIGHLAND DRIVE 101 | SALT LAKE CITY | UT | 84121 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ULLRICH K MICHEL | ||||||||
| 7240 S HIGHLAND DRIVE 101 | SALT LAKE CITY | UT | 84121 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| CAROLA S MICHEL | ||||||||
| 7240 S HIGHLAND DRIVE 101 | SALT LAKE CITY | UT | 84121 | TRUSTEE | 1.00 | $0 | $0 | $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 | FOREIGN HUMANITARIAN SERVICES | Description1Txt |
| Expenses1 | $82,694 | Expenses1Amt |
| Description2 | COMMUNITY SERVICES ACTIVITES | Description2Txt |
| Expenses2 | $17,780 | Expenses2Amt |
| Description3 | COMMUNITY BASED MEDICAL SERVICE | Description3Txt |
| Expenses3 | $14,500 | Expenses3Amt |
| Description4 | HOUSING & TRANSPORTATION ASSISTANCE FOR NEEDY FAMILIES | Description4Txt |
| Expenses4 | $8,000 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $356,648 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,315,256 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,671,904 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,671,904 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $40,079 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,631,825 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $131,591 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $169,219 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $169,219 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $169,219 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $169,219 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $169,219 | RemainingDistriFromCorpusAmt |
| Total Corpus | $169,219 | TotalCorpusAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2007-09-14 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $131,591 | CurrentYearAmt |
| Year1 | $65,457 | Year1Amt |
| Year2 | $72,610 | Year2Amt |
| Year3 | $81,729 | Year3Amt |
| Total | $351,387 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $111,852 | CurrentYearAmt |
| Year1 | $55,638 | Year1Amt |
| Year2 | $61,719 | Year2Amt |
| Year3 | $69,470 | Year3Amt |
| Total | $298,679 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $169,219 | CurrentYearAmt |
| Year1 | $280,155 | Year1Amt |
| Year2 | $287,892 | Year2Amt |
| Year3 | $182,235 | Year3Amt |
| Total | $919,501 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $169,219 | CurrentYearAmt |
| Year1 | $280,155 | Year1Amt |
| Year2 | $287,892 | Year2Amt |
| Year3 | $182,235 | Year3Amt |
| Total | $919,501 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $87,727 | CurrentYearAmt |
| Year1 | $43,638 | Year1Amt |
| Year2 | $48,407 | Year2Amt |
| Year3 | $54,486 | Year3Amt |
| Total | $234,258 | 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 HIGHALND 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 | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| PROLIFE UTAH | ||||||||
| PO BOX 95745 | SOUTH JORDAN | UT | 84095 | NONE | PC | GENERAL FUND | $1,000 | |
| SOUTH VALLEY SERVICES | ||||||||
| PO BOX 1028 | WEST JORDAN | UT | 84084 | NON | PC | GENERAL FUND - DOMESTIC VIOLENCE | $3,000 | |
| RESCUE MISSION OF SALT LAKE | ||||||||
| 463 S 400 W | SALT LAKE CITY | UT | 84101 | NON | PC | MEALS FOR THE HOMELESS | $8,000 | |
| COLUMBUS ADULT EDUCATION CENTER | ||||||||
| 226 E ELECTION RD | DRAPER | UT | 84020 | NONE | PC | EDUCATION - COMPUTER EQUIPMENT | $3,500 | |
| SNOW COLLEGE FOUNDATION | ||||||||
| 150 COLLEGE AVE | EPHRAIM | UT | 84627 | NONE | PC | EDUCATION - SCHOLARSHIP | $1,000 | |
| BUILDING YOUTH | ||||||||
| 198 E 4500 SOUTH | MURRAY | UT | 84107 | NONE | PC | MAIL SCHOOL - CONSTRUCTION | $16,667 | |
| BUILDING YOUTH | ||||||||
| 198 E 4500 SOUTH | MURRAY | UT | 84107 | NON | PC | EDUCATION - SPONSORSHIPS | $6,141 | |
| ACADEMY FOR CREATIVE ENTERPRISES | ||||||||
| PO BOX | LEHI | UT | 84043 | NONE | PC | GEN. FUND - MICRO ENTERPRISE DONATIO | $1,000 | |
| BOY SCOUTS OF AMERICA | ||||||||
| 748 NORTH 1340 WEST | OREM | UT | 84057 | NONE | PC | GENERAL FUND | $3,000 | |
| UTAH FOOD BANK | ||||||||
| 3150 S 900 W | SOUTH SALT LAKE | UT | 84119 | NONE | FOOD FOR THE NEEDY | $2,560 | ||
| HUNTSMAN CANCER FOUNDATION | ||||||||
| 500 HUNTSMAN WAY | SALT LAKE CITY | UT | 84108 | NONE | PC | CANCER RESEACH | $3,000 | |
| DESERET FIRST CHARITABLE FOUNDATION | ||||||||
| 3999 WEST PARKWAY BOULEVA | WEST VALLEY CITY | UT | 84120 | NONE | PC | GENERAL FUND - MISSIONARY | $4,000 | |
| ROTARY CLUB OF PARK CITY | ||||||||
| 1800 PARK AVE | PARK CITY | UT | 84060 | NONE | PC | GENERAL FUND | $3,500 | |
| ROTARY INTERNATIONAL | ||||||||
| 14255 COLLECTION CENTER D | CHICAGO | IL | 60693 | NONE | PC | POLIO PLUS CAMPAIGN | $10,000 | |
| SOUTH JORDAN ROTARY FOUNDATION | ||||||||
| 3672 W S JORDAN PARKWAY | SOUTH JORDAN | UT | 84009 | NONE | PC | GEN. FOUND - SCHOLARSHIPS | $4,890 | |
| SOUTH JORDAN ROTARY CLUB | ||||||||
| 3672 W S JORAN PARKWAY | SOUTH JORDAN | UT | 84009 | NONE | PC | GENERAL FUND | $180 | |
| UTAH ROTARY YOUTH FOUNDATION | ||||||||
| 3108 W WOODSMERE LN | HERRIMAN | UT | 84096 | ONE | PC | GENERAL FUND | $150 | |
| YOUTH LINC | ||||||||
| 1166 BRICKYARD RD | SALT LAKE CITY | UT | 84106 | NONE | PC | GEN FUND - CONSTRUCTION HOMES GUATEM | $46,386 | |
| KOSTOPULOS DREEM FOUNDATION | ||||||||
| 4180 EMIGRATION CANYON | SALT LAKE CITY | UT | 84108 | NONE | PC | GENERAL FUND | $1,000 | |
| MALIHEH CLINIC | ||||||||
| 941 E 3300 S | MILLCREEK | UT | 84106 | NONE | PC | MEDICAL | $3,000 | |
| MS FOUNDATION | ||||||||
| 396 W IRONWOOD DR | SALT LAKE CITY | UT | 84115 | NONE | PC | GENERL FUND | $500 | |
| NEUROWORX | ||||||||
| 10376 S JORDAN GATEWAY | SOUTH JORDAN | UT | 84095 | NONE | PC | MEDICAL | $5,000 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 465 S 400 E 110 | SALT LAKE CITY | UT | 84111 | NONE | PC | GENERAL FUND | $500 | |
| JUVENILE DIABETES RESEARCH | ||||||||
| 132 S 600 E STE 100 | SALT LAKE CITY | UT | 84102 | MEDICAL | $1,000 | FOUNDATION | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $128,974 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,073 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $607,389 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $609,462 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $609,462 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| UWE W MICHEL | |||||||
| 1 | 2956 COBBLEMOORE LANE | SANDY | UT | 84093 | $9,500 | Yes (X) | |
| MICHEL INVESTMENTS LLC | |||||||
| 2 | 7240 S HIGHLAND DR 101 | SALT LAKE CITY | UT | 84121 | $525,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | LAND 25% LOT 9000 S ST STREET UT | NoncashPropertyDesc |
| Fair Market Value | $525,000 | FairMarketValueAmt |
| Received | 2020-12-30 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,400 | Amt |
| Net Investment Income | $5,400 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| COMPUTER | 2007-01-07 | $1,870 | $1,870 | 200DB | 5.0000 | ||
| 1988 TRACKER BOAT | 2019-07-30 | $7,600 | $1,520 | 200DB | 5.0000 | $2,432 | $2,432 |
| 2006 CHRYSLER PACIFICA | 2020-12-30 | $500 | 200DB | 5.0000 | $500 | $500 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FOREIGN CURRENCY | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $3,222 | BookValueAmt |
| EOYFMV | $3,093 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| FIXED ASSETS | $9,970 | $6,322 | $3,648 | |
| LOT 5 9000 SOUTH STREET SLC UT | $525,000 | $525,000 | $525,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| BANK FEES | $81 | $81 | |
| MISC. | $43 | $43 | |
| OFFICE SUPPLIES | $62 | $62 | |
| PRINTING | $462 | $462 | |
| PROGRAM COSTS | $36,322 | $36,322 | |
| TAXES | -$250 | -$250 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Revenue And Expenses Per Books | $607,389 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $607,389 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $607,389 | AdjustedNetIncomeAmt |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp (2 entries)
| Balance DueBalanceDueAmt |
|---|
| INSTALLMENT SALE RECEIVABLE |
| MICHEL INVESTMENT - HSB RECEIVABLE |
| $283,515 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $457 | Amt |
| Net Investment Income | $457 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | UWE MICHEL | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2956 COBBLEMORE LANE | AddressLine1Txt |
| City | SANDY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84093 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LICENSING FEE | CategoryTxt |
| Amt | $110 | Amt |
| Net Investment Income | $110 | NetInvestmentIncomeAmt |