SCOTT D AND CAROL A NELSON FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SCOTT D AND CAROL A NELSON FAMILY FOUNDATION (EIN 46-5765316)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-09
- IRS object ID
- 202221299349102772
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-09T17:29:30-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5929 FASHION POINT DR STE 300 | AddressLine1Txt |
| City | OGDEN | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 844034684 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 465765316 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SCOTT D AND CAROL A NELSON | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCOT | BusinessNameControlTxt |
| Phone | 8014795565 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5216 S SKYLINE DR | AddressLine1Txt |
| City | OGDEN | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84403 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHIP NELSON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8015609074 | PhoneNum |
| Signature | 2022-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHIP | PersonFirstNm |
| Person Last | NELSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHETT CAMPBELL CPA | PreparerPersonNm |
| PTIN | P01301037 | PTIN |
| Phone | 8016211575 | PhoneNum |
| Preparation | 2022-04-27 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | 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 | $1,280,831 | 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 | $103,893 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $8 | InterestOnSavRevAndExpnssAmt |
| Dividends Rev And Expnss | $9,614 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,614 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $39,222 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $131,561 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $39,222 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $152,737 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $48,836 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,030 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $515 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $515 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $12,394 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,394 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,900 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $43 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,324 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,952 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $515 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $39,306 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $39,306 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $54,630 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,952 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $39,821 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $98,107 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $35,884 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $100,148 | CashBOYAmt |
| Cash EOY | $74,837 | CashEOYAmt |
| Cash EOYFMV | $74,837 | CashEOYFMVAmt |
| Other Investments BOY | $809,200 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,205,994 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,205,994 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $909,348 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,280,831 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,280,831 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $909,348 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,280,831 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $909,348 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,280,831 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $909,348 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,280,831 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $909,348 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $98,107 | ExcessRevenueOverExpensesAmt |
| Other Increases | $273,376 | OtherIncreasesAmt |
| Subtotal | $1,280,831 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,280,831 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SHORT-TERM | P | $60,843 | $53,912 | $6,931 | $6,931 |
| LONG-TERM | P | $70,481 | $38,427 | $32,054 | $32,054 |
| CAPITAL GAINS DIVIDENDS | P | $237 | $237 | $237 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $39,222 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $499 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $499 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $499 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,880 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,880 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,381 | OverpaymentAmt |
| Applied To ES Tax | $1,381 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | UT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SCOTT NELSON | IndividualWithBooksNm |
| Phone | 8015609074 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5216 S SKYLINE DR | AddressLine1Txt |
| City | OGDEN | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| SCOTTCHIP NELSON | ||||||||
| 5216 SOUTH SKYLINE DRIVE | OGDEN | UT | 84403 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CAROL NELSON | ||||||||
| 5216 SOUTH SKYLINE DRIVE | OGDEN | UT | 84403 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $984,149 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $104,161 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,088,310 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,088,310 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,325 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,071,985 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $53,599 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $53,599 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $499 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $499 | TotalTaxAmt |
| Distributable Before Adj | $53,100 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $53,100 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $53,100 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $39,821 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $39,821 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $53,100 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $3,344 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $3,344 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $39,821 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $39,821 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $3,344 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $3,344 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $9,935 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SCOTTCHIP NELSON | ContributingManagerNm |
| Contributing Manager | CAROL NELSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CATHOLIC COMMUNITY | |||||||
| 4500 S LAKESHORE DR STE 650 | TEMPA | AZ | 85282 | N/A | PC | GENERAL CHARITABLE PURPOSES | $1,000 |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 455 E 500 S STE 308 | SALT LAKE CITY | UT | 84111 | N/A | PC | GENERAL CHARITABLE PURPOSES | $2,500 |
| FRIENDS OF GREAT SALT LAKE | |||||||
| 150 SOUTH 600 EAST SUITE 5D | SALT LAKE CITY | UT | 84102 | N/A | PC | GENERAL CHARITABLE PURPOSES | $1,000 |
| MAJOR BRENT TAYLOR LEADERSHIP LEGACY FOUNDATION | |||||||
| 123 W 3100 N | OGDEN | UT | 84414 | N/A | PC | GENERAL CHARITABLE PURPOSES | $5,000 |
| OGDEN SCHOOL FOUNDATION | |||||||
| 1950 MONROE BLVD | OGDEN | UT | 84401 | N/A | PC | FALL AUTHOR EVENT | $1,600 |
| UTAH STATE UNIVERSITY | |||||||
| 3500 OLD MAIN HILL | LOGAN | UT | 84322 | N/A | PC | JON M HUNTSMAN SCHOOL OF BUSINESS | $10,000 |
| WEBER STATE UNIVERSITY | |||||||
| 3848 HARRISON BLVD | OGDEN | UT | 84408 | N/A | PC | MEN'S AND WOMEN'S GOLF PROGRAM, UNIVERSITY EXCELLENCE FUND | $9,500 |
| WOUNDED WARRIOR PROJECT | |||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | N/A | PC | GENERAL CHARITABLE PURPOSE | $1,000 |
| YCC FAMILY CRISIS CENTER | |||||||
| 2261 ADAMS AVE | OGDEN | UT | 84401 | N/A | PC | GENERAL CHARITABLE PURPOSES | $2,500 |
| YOUTH IMPACT | |||||||
| 2305 GRANT AVE | OGDEN | UT | 84401 | N/A | PC | GENERAL CHARITABLE PURPOSES | $5,000 |
| HUNTSMAN CANCER FOUNDATION | |||||||
| 500 S HUNTSMAN WAY | SALT LAKE CITY | UT | 84108 | N/A | PC | GENERAL CHARITABLE PURPOSES | $206 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $39,306 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,614 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $39,222 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $48,844 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $48,844 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCOTT AND CAROL NELSON | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5216 S SKYLINE DR | AddressLine1Txt |
| City | OGDEN | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $103,893 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | VARIOUS STOCK DONATIONS 24 AAPL, 49 IWO, 83 UNP, 61 CSCO, 4 UNH, 29 MSFT, 88 TGT, 9 GOOG | NoncashPropertyDesc |
| Fair Market Value | $103,893 | FairMarketValueAmt |
| Received | 2021-11-01 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $1,030 | Amt |
| Net Investment Income | $515 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $515 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (62 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCENTURE PLC | FMV | $10,778 | $10,778 |
| ACTIVISION BLIZZARD INC | FMV | $4,591 | $4,591 |
| AGCO CORP COM | FMV | $5,801 | $5,801 |
| ALIGN TECHNOLOGY INC | FMV | $9,858 | $9,858 |
| ALLSPRING ULTRA SHORT-TERM INCOME FUND CLASS | FMV | $50,137 | $50,137 |
| ALPHABET INC CL C | FMV | $66,553 | $66,553 |
| AMAZON COM INC COM | FMV | $40,012 | $40,012 |
| APPLE INC | FMV | $58,953 | $58,953 |
| ARISTA NETWORKS INC | FMV | $15,525 | $15,525 |
| BLACKSTONE REAL ESTATE INCOME TRUST INC. | FMV | $19,480 | $19,480 |
| BOOKING HOLDINGS INC | FMV | $7,198 | $7,198 |
| BOSTON SCIENTIFIC CORP COM | FMV | $8,878 | $8,878 |
| BROADCOM INC | FMV | $17,301 | $17,301 |
| CANADIAN PAC RY LTD COM | FMV | $8,849 | $8,849 |
| CENTENE CORP DEL COM | FMV | $10,135 | $10,135 |
| CHEWY INC | FMV | $3,715 | $3,715 |
| CHIPOTLE MEXICAN GRILL INC | FMV | $8,741 | $8,741 |
| CONSTELLATION BRANDS INC | FMV | $8,282 | $8,282 |
| DANAHER CORP | FMV | $10,199 | $10,199 |
| DEXCOM INC | FMV | $11,813 | $11,813 |
| ECOLAB INC | FMV | $4,926 | $4,926 |
| ELI LILLY & CO COM | FMV | $10,220 | $10,220 |
| ESTEE LAUDER COMPANIES INC | FMV | $10,736 | $10,736 |
| META PLATFORMS INC | FMV | $25,563 | $25,563 |
| FIDELITY NATL INFORMATION SVCS INC | FMV | $8,950 | $8,950 |
| FLEETCOR TECHNOLOGIES INC | FMV | $8,058 | $8,058 |
| FORTUNE BRANDS HOME & SECURITY | FMV | $9,514 | $9,514 |
| GXO LOGISTICS | FMV | $5,359 | $5,359 |
| INTERCONTINENTAL EXCHANGE, INC | FMV | $9,847 | $9,847 |
| ISHARES RUSSELL 1000 GROWTH ETF | FMV | $26,586 | $26,586 |
| ISHARES S&P MID-CAP 400 VALUE | FMV | $101,826 | $101,826 |
| ISHARES S&P SMALL-CAP 600 VALUE | FMV | $91,324 | $91,324 |
| LULULEMON ATHLETICA INC | FMV | $7,438 | $7,438 |
| MICROSOFT CORP | FMV | $60,201 | $60,201 |
| MORGAN STANLEY COM | FMV | $9,325 | $9,325 |
| NETFLIX INC | FMV | $9,037 | $9,037 |
| NORWEGIAN CRUISE LINE HOLDINGS LTD | FMV | $4,314 | $4,314 |
| NVIDIA CORP | FMV | $18,529 | $18,529 |
| PALO ALTO NETWORKS INC | FMV | $11,692 | $11,692 |
| POOL CORPORATION COM | FMV | $12,452 | $12,452 |
| S&P GLOBAL INC | FMV | $10,382 | $10,382 |
| SALESFORCE COM INC | FMV | $14,740 | $14,740 |
| SERVICENOW INC | FMV | $12,982 | $12,982 |
| SPDR DOW JONES REIT ETF | FMV | $30,906 | $30,906 |
| TARGET CORP | FMV | $20,367 | $20,367 |
| TELADOC HEALTH INC | FMV | $4,224 | $4,224 |
| TRACTOR SUPPLY CO COM | FMV | $10,737 | $10,737 |
| TRANSDIGM GROUP INC | FMV | $6,999 | $6,999 |
| TRIMBLE INC | FMV | $6,975 | $6,975 |
| ULTA BEAUTY INC | FMV | $10,309 | $10,309 |
| UNION PACIFIC CORP | FMV | $20,910 | $20,910 |
| UNITEDHEALTH GROUP INC | FMV | $2,009 | $2,009 |
| VANGUARD INTERMEDIATE-TERM | FMV | $34,043 | $34,043 |
| VANGUARD REAL ESTATE ETF | FMV | $14,153 | $14,153 |
| VANGUARD TOTAL BOND MARKET ETF | FMV | $16,781 | $16,781 |
| VANGUARD TOTAL STOCK MARKET ETF | FMV | $85,228 | $85,228 |
| VERTEX PHARMACEUTICALS INC COM | FMV | $5,270 | $5,270 |
| VISA INC-CLASS A SHRS | FMV | $13,869 | $13,869 |
| XPO LOGISTICS INC | FMV | $4,568 | $4,568 |
| ZENDESK INC | FMV | $7,092 | $7,092 |
| CISCO SYSTEMS INC | FMV | $3,866 | $3,866 |
| ISHARES RUSSELL 2000 GROWTH ETF | FMV | $46,888 | $46,888 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $273,376 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKERAGE FEES | CategoryTxt |
| Amt | $12,394 | Amt |
| Net Investment Income | $12,394 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $43 | $43 | $0 |
| FEDERAL TAXES | $1,857 | $0 | $0 |