MICHEL FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- MICHEL FOUNDATION (EIN 20-3424442)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-12-10
- IRS object ID
- 201923449349100302
- Schema version
- 2017v2.2
- 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
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-12-10T08:19:35-08:00 | ReturnTs |
| Tax Period End | 2018-06-30 | 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 | 2017-07-01 | 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 | 2019-12-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOUGLAS R HARDY | PreparerPersonNm |
| PTIN | P00176385 | PTIN |
| Phone | 8017335055 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $1,412,932 | 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 | $42,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,203 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,203 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,203 | InterestOnSavingsAdjNetIncmAmt |
| Other Income Rev And Expnss | $125,836 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $125,836 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $125,836 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $169,039 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $127,039 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $127,039 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $203 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,147 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,600 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,600 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $4,260 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $639 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $3,621 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $32,107 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $310 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $31,797 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $39,317 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,752 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $36,565 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $144,310 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $144,310 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $183,627 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,752 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $180,875 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$14,588 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $124,287 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $127,039 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $110,879 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $223,483 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $223,483 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $683,699 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $837,500 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $683,699 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $683,699 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Mortgage Loans BOY | $476,043 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $502,652 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $502,652 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $3,222 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,222 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,098 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,870 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,870 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $1,427,644 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,413,056 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,412,932 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,427,644 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,413,056 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,427,644 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,413,056 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,427,644 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,413,056 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,427,644 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$14,588 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,413,056 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,413,056 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $181,680 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,393,300 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.13040 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $136,100 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,514,955 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.08984 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $102,276 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,377,209 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.07426 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $97,258 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,549,014 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.06279 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $48,674 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,435,508 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.03391 | DistributionYr5Rt |
| Total Distribution | 0.391190 | TotalDistributionRt |
| Average Distribution | 0.078238 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,483,093 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $116,034 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,243 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $117,277 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $180,875 | 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 | $1,243 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,243 | SubtotalAmt |
| Tax Based On Investment Income | $1,243 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,600 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $42 | EsPenaltyAmt |
| Overpayment | $2,315 | OverpaymentAmt |
| Applied To ES Tax | $2,315 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 | $9,843 | Expenses1Amt |
| Description2 | HOUSING AND TRANSPORTATION ASSISTANCE FOR NEEDY FAMILIES. | Description2Txt |
| Expenses2 | $2,500 | Expenses2Amt |
| Description3 | COMMUNITY SERVICE ACTIVITIES | Description3Txt |
| Expenses3 | $15,374 | Expenses3Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $316,105 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,189,573 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,505,678 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,505,678 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,585 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,483,093 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $74,155 | 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 | $180,875 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $180,875 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,243 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $179,632 | 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 | $74,155 | CurrentYearAmt |
| Year1 | $69,665 | Year1Amt |
| Year2 | $75,748 | Year2Amt |
| Year3 | $36,229 | Year3Amt |
| Total | $255,797 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $63,032 | CurrentYearAmt |
| Year1 | $59,215 | Year1Amt |
| Year2 | $64,386 | Year2Amt |
| Year3 | $30,795 | Year3Amt |
| Total | $217,428 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $180,875 | CurrentYearAmt |
| Year1 | $182,855 | Year1Amt |
| Year2 | $137,554 | Year2Amt |
| Year3 | $102,619 | Year3Amt |
| Total | $603,903 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $180,875 | CurrentYearAmt |
| Year1 | $182,855 | Year1Amt |
| Year2 | $137,554 | Year2Amt |
| Year3 | $102,619 | Year3Amt |
| Total | $603,903 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $49,437 | CurrentYearAmt |
| Year1 | $46,443 | Year1Amt |
| Year2 | $50,499 | Year2Amt |
| Year3 | $45,906 | Year3Amt |
| Total | $192,285 | 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 (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| YOUTHLINC | ||||||||||||
| 1140 E BRICKYARD RD STE 76 | SALT LAKE CITY | UT | 84106 | NONE | PC | YOUTH SERVICE FOR EDUCATIONAL SERVICES IN KENYA AND THAILAND | $40,680 | |||||
| MALIHEH FREE CLINIC | ||||||||||||
| 415 E 3900 S | SALT LAKE CITY | UT | 84107 | NONE | PC | MEDICAL | $14,600 | |||||
| WESTRIDGE ACADEMY | ||||||||||||
| 5500 BAGLEY PARK RD | WEST JORDAN | UT | 84081 | NONE | PC | DONATION FOR ASSISTANCE TO STRUGGLING TEENS | $13,900 | |||||
| NEUROWORX | ||||||||||||
| 10376 S JORDAN GATEWAY | SOUTH JORDAN | UT | 84095 | NONE | PC | QUADRAPALEGIC REHABILITATION | $52,000 | |||||
| BOY SOUTS OF AMERICA | ||||||||||||
| 748 NORTH 1340 WEST | OREM | UT | 84057 | NONE | PC | YOUTH SERVICE FOR EDUCATION | $110 | |||||
| ROTARY DISTRICT 5420 | ||||||||||||
| 50 W FOREST ST 101 | BRIGHAM CITY | UT | 84302 | NONE | PC | HUMANITARIAN | $7,300 | |||||
| MS ASSOCIATION | ||||||||||||
| 1440 FOOTHILL DRIVE 200 | SALT LAKE CITY | UT | 84108 | NONE | PC | MEDICAL RESEARCH | $190 | |||||
| THE GOOD SAMARITAN FOUNDATION | ||||||||||||
| 6330 S 3000 E STE 600 | SALT LAKE CITY | UT | 84121 | NONE | PF | AID TO IMMIGRANTS | $5,000 | |||||
| BRIDGE OF LOVE | ||||||||||||
| NONE | NC | FOREIGN HUMANITARIAN | $2,500 | 735 CRANBROOK RD | ILFORD | ESSEX | UK | IG2 6RJ | ||||
| UTAH DRUG COURT | ||||||||||||
| 8080 S REDWOOD RD STE 1700 | WEST JORDAN | UT | 84088 | NONE | GOV | COMMUNITY SERVICES | $1,000 | |||||
| UTAH HIGHWAY PATROL | ||||||||||||
| 4501 S 2700 W | SALT LAKE CITY | UT | 84119 | NONE | GOV | COMMUNITY SERVICES | $100 | |||||
| MURRAY YOUTH FOOTBALL | ||||||||||||
| 5440 S STATE ST | MURRAY | UT | 84107 | NONE | PC | COMMUNITY YOUTH PROGRAMS | $630 | |||||
| HALO FAMILY SERVICES | ||||||||||||
| 5689 S REDWOOD ROAD | SALT LAKE CITY | UT | 84123 | NONE | PF | COMMUNITY SERVICES | $300 | |||||
| THE COMMUNITY FOUNDATION OF UTAH | ||||||||||||
| 2257 SOUTH 1100 EAST SUITE 205 | SALT LAKE CITY | UT | 84106 | NONE | EOF | COMMUNITY SERVICES | $500 | |||||
| WHO LIVES | ||||||||||||
| 10102 S COPPER KING LANE | SOUTH JORDAN | UT | 84095 | PC | HUMANITARIAN | $500 | ||||||
| AFRICA HEARTWOOD PROJECT | ||||||||||||
| 340 S LEMON AVE 4483 | WALNUT | CA | 91789 | EOF | HUMANITARIAN | $3,000 | ||||||
| JUVENILE DIABETES RESEARCH FOUNDATI | ||||||||||||
| 132 S 600 E STE 100 | SALT LAKE CITY | UT | 84102 | POF | DIABETES RESEARCH | $1,000 | ||||||
| JORDAN EDUCATION FOUNDATION | ||||||||||||
| 7387 SOUTH CAMPUS VIEW DRIVE | WEST JORDAN | UT | 84084 | NONE | PC | EDUCATION | $1,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $144,310 | 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 | $1,203 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $125,836 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $127,039 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $127,039 | 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 | SOUTH JORDAN ROTARY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3672 W SOUTH JORDAN STE 101 | AddressLine1Txt |
| City | SOUTH JORDAN | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84009 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $42,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,350 | Amt |
| Net Investment Income | $203 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,147 | DisbursementsCharitablePrpsAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Furniture and Fixtures | CategoryOrItemTxt |
| Cost Or Other Basis | $1,870 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $1,870 | AccumulatedDepreciationAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $52 | $8 | $44 |
| LICENSES & FEES | $10 | $2 | $8 |
| OTHER | $2,000 | $300 | $1,700 |
| PROGRAM COSTS | $30,045 | $30,045 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $125,836 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $125,836 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $125,836 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $1,600 | Amt |
| Net Investment Income | $1,600 | NetInvestmentIncomeAmt |