THE DAVID J NELSON FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE DAVID J NELSON FAMILY FOUNDATION INC (EIN 46-3510689)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-07-14
- IRS object ID
- 202501959349100850
- Schema version
- 2024v5.2
- 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 Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-07-14T16:29:26-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341878512 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 EAST 200 SOUTH SUITE 1000 | 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 | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 463510689 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID J NELSON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAVI | BusinessNameControlTxt |
| Phone | 8012431511 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 815 NORTHPOINTE DRIVE | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CRAIG MCQUARRIE | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 8018843174 | PhoneNum |
| Signature | 2025-07-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CRAIG MCQUARRIE | PreparerPersonNm |
| PTIN | P00106080 | PTIN |
| Phone | 8013649300 | PhoneNum |
| Preparation | 2025-07-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $757,519 | 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 | $105,483 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $488 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $488 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,151 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,151 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $109,122 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,639 | 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 | $1,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Tot Opr Expenses Rev And Expnss | $1,450 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $22,092 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $22,092 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $23,542 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $22,092 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $85,580 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,639 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $129,096 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $110,643 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $110,643 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $358,492 | CorporateStockBOYAmt |
| Corporate Stock EOY | $384,378 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $607,265 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $67,369 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $67,369 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $39,611 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $554,957 | TotalAssetsBOYAmt |
| Total Assets EOY | $562,390 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $757,519 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $554,957 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $562,390 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $554,957 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $562,390 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $554,957 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $562,390 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $554,957 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $85,580 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $640,537 | SubtotalAmt |
| Other Decreases | $78,147 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $562,390 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $51 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $51 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $51 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $51 | TaxDueAmt |
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 | DAVID J NELSON | IndividualWithBooksNm |
| Phone | 8012431511 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 815 NORTHPOINTE DRIVE | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84103 | 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 | Yes (1) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2022 | UndistributedIncomePY1Yr |
| Undistributed Income PY2 | 2021 | UndistributedIncomePY2Yr |
| Undistr Incm Sect4942a2 Not App | Yes (1) | UndistrIncmSect4942a2NotAppInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID J NELSON | ||||||||
| 815 NORTHPOINTE DRIVE | SALT LAKE CITY | UT | 84103 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| MOLLY NELSON | ||||||||
| 815 NORTHPOINTE DRIVE | SALT LAKE CITY | UT | 84103 | VICE-PRESIDENT | 0.50 | $0 | $0 | $0 |
| CRAIG MCQUARRIE | ||||||||
| 1805 EAST HOLLADAY FARMS LANE | SALT LAKE CITY | UT | 84117 | SECRETARY/TREASURER | 0.50 | $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 | $511,958 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $127,610 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $639,568 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $639,568 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,594 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $629,974 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $31,499 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $31,499 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $51 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $51 | TotalTaxAmt |
| Distributable Before Adj | $31,448 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $31,448 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $31,448 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $22,092 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $22,092 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $31,448 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $21,837 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Total For Prior Years | $5,097 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $22,092 | QualifyingDistributionsAmt |
| Applied To Year1 | $21,837 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $255 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $5,097 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $5,097 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $31,193 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DAVID J NELSON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 815 NORTH POINTE DRIVE | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8012431511 | RecipientPhoneNum |
| Form And Info And Materials | NO APPLICATION FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHIEMER ASSOCIATION | |||||||
| 225 N MICHIGAN AVE FLOOR 17 | CHICAGO | IL | 60601 | NONE | 501(C)(3) | CHARITABLE PURPOSES | $1,000 |
| BEST FRIENDS ANIMAL SOCIETY | |||||||
| 5001 ANGEL CANYON ROAD | KANAB | UT | 84741 | NONE | 501(C)(3) | CHARITABLE PURPOSES | $500 |
| HABITAT FOR HUMANITY | |||||||
| 322 WEST LAMAR STREET | AMERICUS | GA | 31709 | NONE | 501(C)(3) | CHARITABLE PURPOSES | $2,000 |
| HUNTSMAN CANCER INSTITUTE | |||||||
| 2000 CIRCLE OF HOPE | SALT LAKE CITY | UT | 84112 | NONE | 501(C)(3) | CHARITABLE PURPOSES | $190 |
| PRIMARY CHILDRENS HOSPITAL | |||||||
| 3773 W 12600 S | RIVERTON | UT | 84065 | NONE | 501(C)(3) | CHARITABLE PURPOSES | $1,100 |
| RONALD MCDONALD HOUSE | |||||||
| 935 E S TEMPLE ST | SALT LAKE CITY | UT | 84102 | NONE | 501(C)(3) | CHARITABLE PURPOSES | $2,000 |
| SALVATION ARMY | |||||||
| 438 S 900 W | SALT LAKE CITY | UT | 84104 | NONE | 501(C)(3) | CHARITABLE PURPOSES | $500 |
| THE CHILDREN'S CENTER | |||||||
| 3725 W 4100 S | WEST VALLEY CITY | UT | 84120 | NONE | 501(C)(3) | CHARITABLE PURPOSES | $1,200 |
| THE ROAD HOME | |||||||
| 1415 SOUTH MAIN ST | SALT LAKE CITY | UT | 84115 | NONE | 501(C)(3) | CHARITABLE PURPOSES | $1,000 |
| UTAH FOOD BANK | |||||||
| 3150 S 900 W | SOUTH SALT LAKE CITY | UT | 84119 | NONE | 501(C)(3) | CHARITABLE PURPOSES | $2,000 |
| UTAH HUMANE SOCIETY | |||||||
| 4242 S 300 W | MURRAY | UT | 84107 | NONE | 501(C)(3) | CHARITABLE PURPOSES | $500 |
| VOLUNTEER OF AMERICA | |||||||
| 1875 S REDWOOD ROAD | SALT LAKE CITY | UT | 84104 | NONE | 501(C)(3) | CHARITABLE PURPOSES | $500 |
| GIRL SCOUTS OF UTAH | |||||||
| 445 E 4500 S | SALT LAKE CITY | UT | 84107 | NONE | 501(C)(3) | CHARITABLE PURPOSES | $500 |
| PARKINSON'S FOUNDATION | |||||||
| 1359 BROADWAY STE 1509 | NEW YORK | NY | 10018 | NONE | 501(C)(3) | CHARITABLE PURPOSES | $500 |
| TRACY AVIARY | |||||||
| 589 E 1300 S | SALT LAKE CITY | UT | 84105 | NONE | 501(C)(3) | CHARITABLE PURPOSES | $800 |
| PEO FOUNDATION | |||||||
| 3700 GRAND AVENUE | DES MOINES | IA | 50312 | NONE | 501(C)(3) | CHARITABLE PURPOSES | $400 |
| TOWN CLUB PRESERVATION FOUNDATION | |||||||
| 1081 E SOUTH TEMPLE | SALT LAKE CITY | UT | 84102 | NONE | 501(C)(3) | CHARITABLE PURPOSES | $250 |
| JUNIOR LEAGUE | |||||||
| 526 E 300 S | SALT LAKE CITY | UT | 84102 | NONE | 501(C)(3) | CHARITABLE PURPOSES | $100 |
| UNIVERSITY OF UTAH | |||||||
| 201 PRESIDENTS CIRCLE | SALT LAKE CITY | UT | 84112 | NONE | 501(C)(3) | CHARITABLE PURPOSES | $1,840 |
| WORLD VISION | |||||||
| PO BOX 9716 | FEDERAL WAY | WA | 98063 | NONE | 501(C)(3) | CHARITABLE PURPOSES | $512 |
| SHRINER'S HOSPITAL OF UTAH | |||||||
| 1275 E FAIRFAX RD | SALT LAKE CITY | UT | 84103 | NONE | 501(C)(3) | CHARITABLE PURPOSES | $1,000 |
| LYMPHOMA RESEARCH FOUNDATION | |||||||
| 88 PINE ST STE 2400 | NEW YORK | NY | 10005 | NONE | 501(C)(3) | CHARITABLE PURPOSES | $500 |
| KUER | |||||||
| 101 S WASATCH DRIVE | SALT LAKE CITY | UT | 84112 | NONE | 501(C)(3) | CHARITABLE PURPOSES | $150 |
| YWCA OF UTAH | |||||||
| 322 E 300 S | SALT LAKE CITY | UT | 84111 | NONE | 501(C)(3) | CHARITABLE PURPOSES | $1,000 |
| JUDGE MEMORIAL | |||||||
| 650 S 1100 E | SALT LAKE CITY | UT | 84102 | NONE | 501(C)(3) | CHARITABLE PURPOSES | $50 |
| ST JUDES HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | 501(C)(3) | CHARITABLE PURPOSES | $1,000 |
| ALTA CLUB FOUNDATION | |||||||
| 100 E S TEMPLE ST | SALT LAKE CITY | UT | 84111 | NONE | 501(C)(3) | CHARITABLE PURPOSES | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $22,092 | 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 | $488 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,151 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,639 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,639 | 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 (6 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| DAVID J NELSON | |||||||
| 1 | 815 NORTHPOINTE DRIVE | SALT LAKE CITY | UT | 84103 | $21,157 | Yes (X) | |
| DAVID J NELSON | |||||||
| 2 | 815 NORTHPOINTE DRIVE | SALT LAKE CITY | UT | 84103 | $21,517 | Yes (X) | |
| DAVID J NELSON | |||||||
| 3 | 815 NORTHPOINTE DRIVE | SALT LAKE CITY | UT | 84103 | $5,063 | Yes (X) | |
| DAVID J NELSON | |||||||
| 4 | 815 NORTHPOINTE DRIVE | SALT LAKE CITY | UT | 84103 | $6,969 | Yes (X) | |
| DAVID J NELSON | |||||||
| 5 | 815 NORTHPOINTE DRIVE | SALT LAKE CITY | UT | 84103 | $49,327 | Yes (X) | |
| DAVID J NELSON | |||||||
| 6 | 815 NORTHPOINTE DRIVE | SALT LAKE CITY | UT | 84103 | $1,450 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 50 SHARES OF GROUP ONE | $21,157 | 2024-12-27 |
| 2 | 50 SHARES OF MICROSOFT | $21,517 | 2024-12-27 |
| 3 | 50 SHARES OF SKYWEST | $5,063 | 2024-12-27 |
| 4 | 98 SHARES OF WELLS FARGO | $6,969 | 2024-12-27 |
| 5 | 558 SHARES OF ISHARES RUSSSELL MID CAP ETF | $49,327 | 2024-12-31 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $1,450 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MICROSOFT CORP COM | $21,159 | $105,375 |
| SKYWEST INC COM | $9,080 | $25,033 |
| THERMO FISHER SCIENTIFIC INC | $118,101 | $92,081 |
| ISHARES TRUST | $74,010 | $115,627 |
| SPDR S&P500 ETF TRUST | $50,098 | $76,776 |
| CBIZ INC | $50,024 | $65,464 |
| META PLATFORMS INC | $60,473 | $98,951 |
| GROUP 1 AUTOMOTIVE | $1,335 | $21,074 |
| WELLS FARGO & CO | $98 | $6,884 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MORGAN STANLEY INSTITUTIONAL FUNDS GROWTH A | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $67,369 | BookValueAmt |
| EOYFMV | $39,611 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUST BALANCE SHEET TO FMV AT DATE OF CONTRIBUTION | Desc |
| Amt | $78,147 | Amt |