MICHEL FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MICHEL FOUNDATION (EIN 20-3424442)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-14
- IRS object ID
- 202141349349101234
- Schema version
- 2019v5.0
- 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
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-14T08:53:11-07:00 | ReturnTs |
| Tax Period End | 2020-06-30 | 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 Lane Suite 220 | AddressLine1Txt |
| City | Salt Lake City | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84121 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203424442 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHEL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MICH | BusinessNameControlTxt |
| Phone | 8019444414 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7240 S HIGHLAND DR 101 | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84121 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHAUN MICHEL | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2021-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BARRY IKEDA | PreparerPersonNm |
| PTIN | P00113774 | PTIN |
| Phone | 8017335055 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $1,479,041 | 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 | $28,810 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,282 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,282 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $3,282 | InterestOnSavingsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$84,676 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $299,984 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $136,794 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $136,794 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $136,794 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $84,210 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $140,076 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $140,076 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $550 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $550 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $467 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $660 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,740 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,730 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,730 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $4,870 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,520 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $1,520 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $3,905 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $586 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $3,319 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,855 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $728 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,127 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $36,900 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,535 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $36,530 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $57,860 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,309 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $53,053 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $227,102 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $227,102 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $284,962 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,309 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $280,155 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$200,752 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $124,767 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $140,076 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $58,058 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $580,618 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $580,618 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $6,450 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $450,241 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $6,450 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $6,450 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Land Bldg Investments BOY | $360,000 | LandBldgInvestmentsBOYAmt |
| Mortgage Loans BOY | $864,489 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $888,888 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $888,888 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $3,222 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,222 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,085 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $9,470 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,390 | LandBldgEquipAccumDeprecAmt |
| Land EOY | $6,080 | LandEOYAmt |
| Total Assets BOY | $1,736,010 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,485,258 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,479,041 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $50,000 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $50,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,686,010 | NoDonorRstrNetAssestsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,686,010 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,485,258 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,736,010 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,485,258 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,686,010 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$200,752 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,485,258 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,485,258 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 5381 W 9000 S WESTRIDGE PROPERTY | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Acquired | 2018-12-19 | AcquiredDt |
| Sold | 2019-07-03 | SoldDt |
| Gross Sales Price | $299,984 | GrossSalesPriceAmt |
| Cost Or Other Basis | $384,660 | CostOrOtherBasisAmt |
| Gain Or Loss | -$84,676 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$84,676 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$84,676 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$84,676 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $285,889 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,452,204 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.19687 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $180,992 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,634,587 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.11073 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $181,680 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,393,300 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.13040 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $136,100 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,514,955 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.08984 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $102,276 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,377,209 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.07426 | DistributionYr5Rt |
| Total Distribution | 0.602088 | TotalDistributionRt |
| Average Distribution | 0.120418 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,309,141 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $157,644 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,248 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $158,892 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $280,155 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,248 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,248 | SubtotalAmt |
| Tax Based On Investment Income | $1,248 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,130 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,130 | TotalPaymentsAndCreditsAmt |
| Overpayment | $882 | OverpaymentAmt |
| Applied To ES Tax | $882 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 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 | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHAUN MICHEL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| UWE W MICHEL | ||||||
| 7240 S HIGHLAND DR 101 | SALT LAKE CITY | UT | 84121 | Trustee | 7.00 | $0 |
| ANNETTE S MICHEL | ||||||
| 7240 S HIGHLAND DR 101 | SALT LAKE CITY | UT | 84121 | Trustee | 1.00 | $0 |
| ULLRICH K MICHEL | ||||||
| 7240 S HIGHLAND DR 101 | SALT LAKE CITY | UT | 84121 | Trustee | 5.00 | $0 |
| CAROLA S MICHEL | ||||||
| 7240 S HIGHLAND DR 101 | SALT LAKE CITY | UT | 84121 | Trustee | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | FOREIGN HUMANITARIAN SERVICES | Description1Txt |
| Expenses1 | $62,629 | Expenses1Amt |
| Description2 | HOUSING AND TRANSPORTATION ASSISTANCE FOR NEEDY FAMILIES. | Description2Txt |
| Expenses2 | $25,713 | Expenses2Amt |
| Description3 | COMMUNITY SERVICE ACTIVITIES | Description3Txt |
| Expenses3 | $63,499 | Expenses3Amt |
| Description4 | Community-based, outpatient physical therapy clinic focusing on neurological rehabilitation for individuals experiencing paralysis from spinal cord injuries, brain injuries, stroke, and other neurological conditions. | Description4Txt |
| Expenses4 | $97,800 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $419,832 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $909,245 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,329,077 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,329,077 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,936 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,309,141 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $65,457 | 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 | $280,155 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $280,155 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,248 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $278,907 | AdjustedQualifyingDistriAmt |
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 | $65,457 | CurrentYearAmt |
| Year1 | $72,610 | Year1Amt |
| Year2 | $81,729 | Year2Amt |
| Year3 | $69,665 | Year3Amt |
| Total | $289,461 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $55,638 | CurrentYearAmt |
| Year1 | $61,719 | Year1Amt |
| Year2 | $69,470 | Year2Amt |
| Year3 | $59,215 | Year3Amt |
| Total | $246,042 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $280,155 | CurrentYearAmt |
| Year1 | $287,892 | Year1Amt |
| Year2 | $182,235 | Year2Amt |
| Year3 | $182,855 | Year3Amt |
| Total | $933,137 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $280,155 | CurrentYearAmt |
| Year1 | $287,892 | Year1Amt |
| Year2 | $182,235 | Year2Amt |
| Year3 | $182,855 | Year3Amt |
| Total | $933,137 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $43,638 | CurrentYearAmt |
| Year1 | $48,407 | Year1Amt |
| Year2 | $54,486 | Year2Amt |
| Year3 | $46,443 | Year3Amt |
| Total | $192,974 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JEREMY MICHEL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7240 HIGHLAND DR | 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 |
|---|---|---|---|---|---|---|---|
| YOUTHLINC | |||||||
| 1140 E BRICKYARD RD STE 76 | SALT LAKE CITY | UT | 84106 | NONE | PC | YOUTH SERVICE FOR EDUCATIONAL SERVICES IN KENYA AND THAILAND | $32,000 |
| MALIHEH FREE CLINIC | |||||||
| 415 E 3900 S | SALT LAKE CITY | UT | 84107 | NONE | PC | MEDICAL | $34,500 |
| NEUROWORX | |||||||
| 10376 S JORDAN GATEWAY | SOUTH JORDAN | UT | 84095 | NONE | PC | QUADRAPALEGIC REHABILITATION | $59,000 |
| BOY SOUTS OF AMERICA | |||||||
| 748 NORTH 1340 WEST | OREM | UT | 84057 | NONE | PC | YOUTH SERVICE FOR EDUCATION | $300 |
| CHURCH OF JESUS CHRIST LATTER DAY S | |||||||
| 270 E 500 S | SALT LAKE CITY | UT | 84111 | NONE | PC | MISSIONARY WORK | $700 |
| ROTARY DISTRICT 5420 | |||||||
| 50 W FOREST ST 101 | BRIGHAM CITY | UT | 84302 | NONE | PC | HUMANITARIAN | $14,770 |
| KNIGHTS OF COLUMBUS | |||||||
| 4501 WEST 5215 SOUTH | KEARNS | UT | 84118 | NONE | NC | THANKSGIVING MEALS. | $500 |
| UTAH DRUG COURT | |||||||
| 8080 S REDWOOD RD STE 1700 | WEST JORDAN | UT | 84088 | NONE | GOV | COMMUNITY SERVICES | $1,000 |
| AFRICA HEARTWOOD PROJECT | |||||||
| 340 S LEMON AVE 4483 | WALNUT | CA | 91789 | EOF | HUMANITARIAN | $13,000 | |
| JUVENILE DIABETES RESEARCH FOUNDATI | |||||||
| 132 S 600 E STE 100 | SALT LAKE CITY | UT | 84102 | POF | DIABETES RESEARCH | $2,000 | |
| AMERICAN HEART ASSOCIATION | |||||||
| 465 S 400 E 110 | SALT LAKE CITY | UT | 84111 | NONE | PC | MEDICAL RESEARCH | $100 |
| RSECUE MISSION OF SALT LAKE | |||||||
| 463 400 W | SALT LAKE CITY | UT | 84101 | NONE | PC | HOUSING ASSISTANCE | $4,000 |
| OTHER SIDE ACADEMY | |||||||
| 667 E 100 S | SALT LAKE CITY | UT | 84102 | NONE | PC | VOCATIONAL TRAINING FOR UNDERPRIVILEDGE STUDENTS. | $3,000 |
| HOPE INTERNATIONAL | |||||||
| 1624 S 1000 W | SALT LAKE CITY | UT | 84104 | NONE | PC | FUNDING EDUCATION FOR NEPAL & HOPE STUDENTS | $4,800 |
| BUILDING BLOCKS IN AFRICA | |||||||
| PO BOX 9176 | SALT LAKE CITY | UT | 84109 | NONE | PC | HOUSING AND EDUCATION. | $3,495 |
| BUILDING YOUTH | |||||||
| 2780 9000 SOUTH | WEST JORDAN | UT | 84088 | NONE | PC | BUIDLING SCHOOLS AND IMPROVEMENTS. | $38,334 |
| WEST JORDAN WOMEN'S SHELTER | |||||||
| 8000 SOUTH REDWOOD ROAD | WEST JORDAN | UT | 84084 | NONE | PC | HOUSING FOR ABUSED WOMEN. | $2,000 |
| AMERICAN INDIAN SERVICES | |||||||
| 3115 EAST LION LANE STE 320 | SALT LAKE CITY | UT | 84121 | NONE | PC | GENERAL CONTRIBUTIONS | $3,803 |
| HOPE ALLIANCE | |||||||
| 1912 SIDEWINDER DRIVE | PARK CITY | UT | 84060 | NONE | PC | VISION CARE | $3,000 |
| PRIMARY CHILDREN'S HOSPITAL | |||||||
| 100 MARIO CAPECCHI DR | SALT LAKE CITY | UT | 84113 | NONE | NC | MEDICAL - CHILDREN | $300 |
| LIBERTY HILLS ACADEMY | |||||||
| 95 N MAIN ST | BOUNTIFUL | UT | 84010 | NONE | NC | SCHOOL SUPPLIES | $1,000 |
| TIFIE HUMANITARIAN | |||||||
| 1215 E WILMINGTON AVE STE 140 | SALT LAKE CITY | UT | 84106 | NONE | NC | GENERAL FUND TO PROMOTE HUMANITARIAN PROJECTS. | $2,000 |
| COLUMBUS ADULT EDUCATION CENTER | |||||||
| 2280 S 300 E | SALT LAKE CITY | UT | 84115 | NONE | NC | ADULT EDUCATION TO PROVIDE ENGLISH SERVICES | $3,000 |
| CAPE HENLOPEN HIGH SCHOOL | |||||||
| 1250 KINGS HWY | LEWES | DE | 19958 | NONE | NC | SCHOLARSHIP | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $227,102 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | $3,282 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $136,794 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$84,676 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $55,400 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $55,400 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | MICHEL UWE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2956 COBBLEMORE LN | AddressLine1Txt |
| City | SANDY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84093 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $7,600 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 1988 MODEL BASS TRACKER BOAT | NoncashPropertyDesc |
| Fair Market Value | $7,600 | FairMarketValueAmt |
| Received | 2019-07-30 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,400 | Amt |
| Net Investment Income | $660 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,740 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 1988 TRACKER BOAT | PropertyDesc |
| Acquired | 2019-07-30 | AcquiredDt |
| Cost Or Other Basis | $7,600 | CostOrOtherBasisAmt |
| Computation Method | 200DB | ComputationMethodTxt |
| Rt | 0.2000 | Rt |
| Current Year Expense | $1,520 | CurrentYearExpenseAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| Furniture and Fixtures | $1,870 | $1,870 | |
| Machinery and Equipment | $7,600 | $1,520 | $6,080 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $550 | LegalFeesAmt |
| Net Investment Income | $550 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $467 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $96 | $14 | $82 |
| LICENSES & FEES | $10 | $2 | $8 |
| OFFICE EXPENSE | $2,000 | $300 | $1,700 |
| PRINTING | $165 | $25 | $140 |
| PROGRAM COSTS | $34,433 | $5,165 | $34,433 |
| PROMOTIONAL | $161 | $24 | $137 |
| REPAIRS & MAINTENANCE | $35 | $5 | $30 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $136,794 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $136,794 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $136,794 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $5,730 | Amt |
| Net Investment Income | $5,730 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,870 | DisbursementsCharitablePrpsAmt |