SCOTT D AND CAROL A NELSON FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SCOTT D AND CAROL A NELSON FAMILY FOUNDATION (EIN 46-5765316)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-10
- IRS object ID
- 202021929349101462
- Schema version
- 2019v5.1
- 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 Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-10T16:11:48-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-06-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHETT CAMPBELL CPA | PreparerPersonNm |
| PTIN | P01301037 | PTIN |
| Phone | 8016211575 | PhoneNum |
| Preparation | 2020-06-29 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.60.126.34 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-06-30 | IPDt |
| IP Tm | 11:38:56 | IPTm |
| IP Timezone | MD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B5BFF57943AD53AF0F23D043DB1720E5598C85D3 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 422D6B75A5DEFA6FCC5075E970F9A0D938C0418F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $765,884 | 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 | $100,686 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $880 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $880 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $13,006 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,006 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $532 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $168,511 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $532 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,632 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,632 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $116,736 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,050 | 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 | $970 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $485 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $485 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,308 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,308 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $417 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $417 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,695 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,210 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $485 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $27,340 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $27,340 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $36,035 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,210 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $27,825 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $80,701 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,840 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $154,700 | CashBOYAmt |
| Cash EOY | $55,443 | CashEOYAmt |
| Cash EOYFMV | $55,443 | CashEOYFMVAmt |
| Other Investments BOY | $436,504 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $710,441 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $710,441 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $591,204 | TotalAssetsBOYAmt |
| Total Assets EOY | $765,884 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $765,884 | 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 | $591,204 | RetainedEarningBOYAmt |
| Retained Earning EOY | $765,884 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $591,204 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $765,884 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $591,204 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $765,884 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $591,204 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $80,701 | ExcessRevenueOverExpensesAmt |
| Other Increases | $93,979 | OtherIncreasesAmt |
| Subtotal | $765,884 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $765,884 | 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 |
|---|---|---|---|---|---|
| WELLS FARGO | P | $114,172 | $121,112 | -$6,940 | -$6,940 |
| WELLS FARGO | P | $54,329 | $46,867 | $7,462 | $7,462 |
| CAPITAL GAINS DIVIDENDS | P | $10 | $10 | $10 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $532 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $29,163 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $529,931 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.055032 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $17,105 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $403,667 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042374 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $11,550 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $208,781 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.055321 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,825 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $114,006 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.042322 | DistributionYr4Rt |
| Total Distribution | 0.195049 | TotalDistributionRt |
| Average Distribution | 0.048762 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $633,083 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $30,870 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $78 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $30,948 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $27,825 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $157 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $157 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $157 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,056 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,056 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,899 | OverpaymentAmt |
| Applied To ES Tax | $1,899 | 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 | $575,223 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $67,501 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $642,724 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $642,724 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,641 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $633,083 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $31,654 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $31,654 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $157 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $157 | TotalTaxAmt |
| Distributable Before Adj | $31,497 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $31,497 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $31,497 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $27,825 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $27,825 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $27,825 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $31,497 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $696 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,057 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $39 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,794 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,586 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $27,825 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $27,825 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $3,672 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $3,672 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,914 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,914 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $3,914 | ExcessFromYear1Amt |
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 (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||
| 4401 HARRISON BLVD | OGDEN | UT | 84403 | N/A | PC | HOPE LODGE PROGRAM | $400 |
| ECCLES COMMUNITY ARTS | |||||||
| 2580 JEFFERSON AVE | OGDEN | UT | 84401 | N/A | PC | GENERAL CHARITABLE PURPOSE | $4,290 |
| HUNTS FOR THE BRAVE | |||||||
| 215 N REDWOOD ROAD | NORTH SALT LAKE | UT | 84054 | N/A | PC | GENERAL CHARITABLE PURPOSE | $2,000 |
| KICK CHILDHOOD HUNGER | |||||||
| 2605 WASHINGTON BLVD | OGDEN | UT | 84401 | N/A | PC | GENERAL CHARITABLE PURPOSE | $1,500 |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 310 E 4500 S STE 240 | MURRAY | UT | 84107 | N/A | PC | STUDENT OF THE YEAR CAMPAIGN | $2,000 |
| OGDEN SCHOOL FOUNDATION | |||||||
| 1950 MONROE BLVD | OGDEN | UT | 84401 | N/A | PC | FALL AUTHOR EVENT | $300 |
| UTAH STATE UNIVERSITY | |||||||
| 3500 OLD MAIN HILL | LOGAN | UT | 84322 | N/A | PC | JON M HUNTSMAN SCHOOL OF BUSINESS | $2,000 |
| WEBER STATE UNIVERSITY | |||||||
| 3848 HARRISON BLVD | OGDEN | UT | 84408 | N/A | PC | GODDARD SCHOOL OF BUSINESS AND ECONOMICS, ATHLETICS GOLF PROGRAM | $5,000 |
| WOUNDED WARRIOR PROJECT | |||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | N/A | PC | GENERAL CHARITABLE PURPOSE | $1,000 |
| YOUTH IMPACT | |||||||
| 2305 GRANT AVE | OGDEN | UT | 84401 | N/A | PC | GENERAL CHARITABLE PURPOSES | $5,000 |
| SUB FOR SANTA | |||||||
| PO BOX 135 | PROVO | UT | 84603 | N/A | PC | GENERAL CHARITABLE PURPOSES | $1,000 |
| CATHOLIC COMMUNITY | |||||||
| 4500 S LAKESHORE DR STE 650 | TEMPA | AZ | 85282 | N/A | PC | GENERAL CHARITABLE PURPOSES | $850 |
| MAJOR BRENT TAYLOR LEADERSHIP LEGACY FOUNDATION | |||||||
| 123 W 3100 N | OGDEN | UT | 84414 | N/A | PC | GENERAL CHARITABLE PURPOSES | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $27,340 | 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 | $880 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,006 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,632 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $532 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $16,050 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,050 | 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 | $100,686 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 14 SHARES AMAZON , 91 SHARES CME GROUP, 10 SHARES JPMORGAN CHASE AND 353 SHARES OF VANGUARD STOCK | NoncashPropertyDesc |
| Fair Market Value | $100,686 | FairMarketValueAmt |
| Received | 2019-12-04 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $970 | Amt |
| Net Investment Income | $485 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $485 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (55 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIVIDENDS RECEIVABLE | FMV | $95 | $95 |
| ISHARES S&P MID-CAP 400 VALUE | FMV | $78,536 | $78,536 |
| ISHARES S&P SMALL-CAP 600 VALUE | FMV | $70,270 | $70,270 |
| ISHARES MSCI EAFE GROWTH ETF | FMV | $38,047 | $38,047 |
| ISHARES MSCI EAFE VALUE ETF | FMV | $32,504 | $32,504 |
| ISHARES MSCI EMERGING MARKETS | FMV | $55,370 | $55,370 |
| VANGUARD FTSE EMERGING MARKETS ETF | FMV | $34,464 | $34,464 |
| SPDR DOW JONES REIT ETF | FMV | $25,811 | $25,811 |
| WELLS FARGO ULTRA SHORT TERM INCOME | FMV | $50,020 | $50,020 |
| BLACKSTONE REAL ESTATE INCOME TRUST INC. | FMV | $15,050 | $15,050 |
| AMAZON COM INC COM | FMV | $31,413 | $31,413 |
| BOOKING HOLDINGS INC | FMV | $4,107 | $4,107 |
| HOME DEPOT INC | FMV | $3,712 | $3,712 |
| LULULEMON ATHLETICA INC | FMV | $3,012 | $3,012 |
| NETFLIX INC | FMV | $2,912 | $2,912 |
| TARGET CORP | FMV | $5,000 | $5,000 |
| WALT DISNEY CO | FMV | $4,917 | $4,917 |
| COCA COLA CO | FMV | $5,148 | $5,148 |
| CONSTELLATION BRANDS INC | FMV | $5,123 | $5,123 |
| ESTEE LAUDER COMPANIES INC | FMV | $5,370 | $5,370 |
| MONDELEZ INTERNATIONAL INC | FMV | $5,067 | $5,067 |
| CITIGROUP INC. | FMV | $3,835 | $3,835 |
| CME GROUP INCE | FMV | $23,284 | $23,284 |
| INTERCONTINENTAL EXCHANGE, INC | FMV | $3,609 | $3,609 |
| JPMORGAN CHASE & CO | FMV | $7,528 | $7,528 |
| PNC FINANCIAL SERVICES GROUP | FMV | $5,747 | $5,747 |
| ALEXION PHARMACEUTICALS INC | FMV | $3,245 | $3,245 |
| BOSTON SCIENTIFIC CORP COM | FMV | $2,713 | $2,713 |
| DANAHER CORP | FMV | $3,684 | $3,684 |
| MERCK & CO INC NEW | FMV | $4,638 | $4,638 |
| THERMO FISHER SCIENTIFIC INC | FMV | $2,924 | $2,924 |
| UNITEDHEALTH GROUP INC | FMV | $6,762 | $6,762 |
| VERTEX PHARMACEUTICALS INC COM | FMV | $4,598 | $4,598 |
| ZOETIS INC | FMV | $3,838 | $3,838 |
| BOEING CO | FMV | $3,258 | $3,258 |
| FORTIVE CORP | FMV | $3,361 | $3,361 |
| TRANSDIGM GROUP INC | FMV | $3,891 | $3,891 |
| UNION PACIFIC CORP | FMV | $3,435 | $3,435 |
| ACTIVISION BLIZZARD INC | FMV | $4,100 | $4,100 |
| ALPHABET INC CL C | FMV | $6,685 | $6,685 |
| APPLE INC | FMV | $4,698 | $4,698 |
| CISCO SYSTEMS INC | FMV | $2,782 | $2,782 |
| COGNIZANT TECH SOLUTIONS CRP COM | FMV | $3,163 | $3,163 |
| ELECTRONIC ARTS INC | FMV | $2,043 | $2,043 |
| FIDELITY NATL INFORMATION SVCS INC | FMV | $4,729 | $4,729 |
| MICROSOFT CORP | FMV | $5,677 | $5,677 |
| NVIDIA CORP | FMV | $5,647 | $5,647 |
| PALO ALTO NETWORKS INC | FMV | $3,238 | $3,238 |
| SALESFORCE COM INC | FMV | $3,253 | $3,253 |
| VISA INC-CLASS A SHRS | FMV | $5,261 | $5,261 |
| ECOLAB INC | FMV | $3,474 | $3,474 |
| AT & T INC | FMV | $5,706 | $5,706 |
| VANGUARD TOTAL STOCK MARKET ETF | FMV | $57,758 | $57,758 |
| TORTOISE MLP & PIPELINE FUND CLASS-INS | FMV | $14,704 | $14,704 |
| VANGUARD REAL ESTATE ETF | FMV | $11,225 | $11,225 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $1,632 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,632 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,632 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $93,979 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKERAGE FEES | CategoryTxt |
| Amt | $7,308 | Amt |
| Net Investment Income | $7,308 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $417 | Amt |
| Net Investment Income | $417 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |