THE RAY AND TYE NOORDA FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE RAY AND TYE NOORDA FOUNDATION (EIN 87-0649164)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-07
- IRS object ID
- 202022819349100922
- 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
- All Oth Prog Rltd Investments Sch
- Contractor Compensation Expln
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-07T16:04:29-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 North 400 West Suite 500 | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84103 | 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 | 870649164 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Ray and Tye Noorda Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % CAROLE DUMAS | InCareOfNm |
| Business Name Control | RAYA | BusinessNameControlTxt |
| Phone | 8012256731 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 South 520 West Suite 101 | AddressLine1Txt |
| City | Lindon | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84042 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW NOORDA | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 8019326218 | PhoneNum |
| Signature | 2020-10-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Erin Couture | PreparerPersonNm |
| PTIN | P01390592 | PTIN |
| Phone | 8015316888 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 136.60.137.198 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 87230820202815000005 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-10-07 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 38503A1B1FAF0C13B588E01E32DB5454084733E9 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 722D778A39C2F2603E64DA568A0B4D8264C38B97 | 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 | $235,302,612 | 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 | $150,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,071 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,071 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $7,053,148 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,053,148 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $2,329 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $2,329 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $2,329 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $14,364,523 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $229,129,019 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,364,523 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$1,311,140 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$1,282,204 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $20,261,931 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $20,140,867 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $212,041 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $106,020 | OthEmplSlrsWgsNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $83,004 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $41,502 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $17,225 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,613 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $8,613 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $239,753 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $96,590 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $4,555 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $1,368,121 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,313,052 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $83,462 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,924,699 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,565,777 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $92,075 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $33,772,064 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $33,772,064 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $35,696,763 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,565,777 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $33,864,139 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$15,434,832 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $18,575,090 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $14,394,784 | CashBOYAmt |
| Cash EOY | $57,864,128 | CashEOYAmt |
| Cash EOYFMV | $57,864,128 | CashEOYFMVAmt |
| Acct Rcvbl | $100,000 | AcctRcvblAmt |
| Acct Rcvbl BOY | $13,622 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $100,000 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $100,000 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $99,968,899 | CorporateStockBOYAmt |
| Corporate Stock EOY | $69,033,751 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $82,217,146 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $107,974,400 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $78,287,141 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $83,756,284 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $5,627,044 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,904,168 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,365,054 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $227,978,749 | TotalAssetsBOYAmt |
| Total Assets EOY | $211,189,188 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $235,302,612 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $227,978,749 | RetainedEarningBOYAmt |
| Retained Earning EOY | $211,189,188 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $227,978,749 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $211,189,188 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $227,978,749 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $211,189,188 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $227,978,749 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$15,434,832 | ExcessRevenueOverExpensesAmt |
| Subtotal | $212,543,917 | SubtotalAmt |
| Other Decreases | $1,354,729 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $211,189,188 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| US BANK STCG - ATTACHMENT A | $63,424,234 | $63,339,267 | $84,967 | $84,967 | |
| US BANK LTCG - ATTACHMENT A | $80,472,665 | $74,589,732 | $5,882,933 | $5,882,933 | |
| US BANK NON-DIV DISTRIBUTIONS | $8,786 | $0 | $8,786 | $8,786 | |
| MERRILL LYNCH*4122 STCG - ATTACHMENT B | $4,457,922 | $4,207,656 | $250,266 | $250,266 | |
| MERRILL LYNCH*4122 LTCG - ATTACHMENT B | $14,876,438 | $13,417,790 | $1,458,648 | $1,458,648 | |
| MERRILL LYNCH-4123 STCG - ATTACHMENT C | $1,479,763 | $1,380,780 | $98,983 | $98,983 | |
| MERRILL LYNCH-4123 LTCG - ATTACHMENT C | $7,848,973 | $6,084,232 | $1,764,741 | $1,764,741 | |
| MERRILL LYNCH-4124 STCG - ATTACHMENT D | $29,865,517 | $29,529,781 | $335,736 | $335,736 | |
| MERRILL LYNCH-4124 LTCG - ATTACHMENT D | $15,309,992 | $13,102,248 | $2,207,744 | $2,207,744 | |
| MERRILL LYNCH-4125 STCG - ATTACHMENT E | $1,278,186 | $1,215,824 | $62,362 | $62,362 | |
| MERRILL LYNCH-4125 LTCG - ATTACHMENT E | $9,919,328 | $8,130,313 | $1,789,015 | $1,789,015 | |
| CAPITAL GAIN DIVIDENDS | $416,808 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,364,523 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $36,766,818 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $244,738,069 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.150229 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $40,196,499 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $250,698,132 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.160338 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $32,345,054 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $232,020,780 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.139406 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $27,822,573 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $257,702,339 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.107964 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,135,250 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $181,209,440 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.02282 | DistributionYr5Rt |
| Total Distribution | 0.580757 | TotalDistributionRt |
| Average Distribution | 0.116151 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $229,447,071 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $26,650,507 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $185,751 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $26,836,258 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $35,314,139 | 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 | $185,751 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $185,751 | SubtotalAmt |
| Tax Based On Investment Income | $185,751 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $165,821 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $151,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $316,821 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $2,054 | EsPenaltyAmt |
| Overpayment | $129,016 | OverpaymentAmt |
| Applied To ES Tax | $129,016 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | 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 | false | 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 | CAROLE DUMAS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8019326218 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 SOUTH 520 WEST SUITE 300 | AddressLine1Txt |
| City | LINDON | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84042 | 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 |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| Andy Noorda | ||||||||
| 333 South 520 West Suite 101 | Lindon | UT | 84042 | Officer | 2.0 | $0 | $0 | $0 |
| Brent Noorda | ||||||||
| 14010 Gulf Blvd APT 203 | MADEIRA BEACH | FL | 33708 | Trustee | 2.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MERRILL LYNCH | |||||
| 1500 MERRILL LYNCH DR NJ2-150-01-1 | PENNINGTON | NJ | 085344129 | Investment Fees | $606,694 |
| US BANK | |||||
| PO BOX 3168 - TRUST TAX | PORTLAND | OR | 97208 | investment Fees | $547,290 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | INVESTMENT IN NMS LLC FOR THE PURPOSE OF EDUCATING CURRENT AND FUTURE HEALTHCARE PROFESSIONALS FOR OUTCOMES-ORIENTED, EVIDENCE BASED TO ADVANCE QUALITY & DELIVERY OF HEALTHCARE. | Description1Txt |
| Expenses1 | $1,450,000 | Expenses1Amt |
| Total | $1,450,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $186,508,022 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $36,186,267 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $10,246,900 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $232,941,189 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $232,941,189 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,494,118 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $229,447,071 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,472,354 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,472,354 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $185,751 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $185,751 | TotalTaxAmt |
| Distributable Before Adj | $11,286,603 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $11,286,603 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $11,286,603 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $33,864,139 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $1,450,000 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $35,314,139 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $185,751 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $35,128,388 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,286,603 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $15,030,756 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $20,811,293 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $28,022,232 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $24,852,393 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $88,716,674 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $35,314,139 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $11,286,603 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $24,027,536 | RemainingDistriFromCorpusAmt |
| Total Corpus | $112,744,210 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $112,744,210 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $15,030,756 | ExcessFromYear4Amt |
| Excess From Year3 | $20,811,293 | ExcessFromYear3Amt |
| Excess From Year2 | $28,022,232 | ExcessFromYear2Amt |
| Excess From Year1 | $24,852,393 | ExcessFromYear1Amt |
| Excess From Current Year | $24,027,536 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (91 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN DIABETES ASSOCIATION | |||||||||||||
| PO BOX 11454 | ALEXANDRIA | VA | 22312 | NONE | PC | HUMANITARIAN | $100,000 | ||||||
| FOOD & CARE COALITION | |||||||||||||
| 299 E 900 S | Provo | UT | 84606 | NONE | PC | HUMANITARIAN | $280,000 | ||||||
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||||||||
| PO BOX 4527 | New York | NY | 10163 | NONE | PC | HUMANITARIAN | $100,000 | ||||||
| PRIMARY CHILDREN'S HOSPITAL FOUNDATION | |||||||||||||
| 100 NORTH MARIO CAPECCHI DR | SALT LAKE CITY | UT | 84113 | NONE | PC | HUMANITARIAN | $200,000 | ||||||
| KIDS ON THE MOVE INC | |||||||||||||
| 475 West 260 North | OREM | UT | 84057 | NONE | PC | HUMANITARIAN | $170,000 | ||||||
| KOSTOPULOS DREAM FOUNDATION | |||||||||||||
| 475 West 260 North | OREM | UT | 84057 | NONE | PC | HUMANITARIAN | $80,000 | ||||||
| FRIENDS OF WASATCH MENTAL HEALTH FOUNDATION | |||||||||||||
| 750 N 200 W STE 301 | PROVO | UT | 84601 | NONE | PC | HUMANITARIAN | $12,000 | ||||||
| FREEDOM CEMETERY PRESERVATION FOUNDATION | |||||||||||||
| 770 E 9000 S | SANDY | UT | 84094 | NONE | PC | HUMANITARIAN | $5,000 | ||||||
| THE CENTER FOR WOMEN AND CHILDREN IN CRISIS | |||||||||||||
| PO BOX 1075 | PROVO | UT | 84603 | NONE | PC | HUMANITARIAN | $200,000 | ||||||
| PLAYWORKS UTAH | |||||||||||||
| 1214 E Wilmington Ave | SALT LAKE CITY | UT | 84106 | NONE | PC | HUMANITARIAN | $480,000 | SUITE 102 | |||||
| ST JOSEPH'S HOSPITALS FOUNDATION | |||||||||||||
| 2700 W Dr Martin Luther King Jr | TAMPA | FL | 33607 | NONE | PC | HUMANITARIAN | $200,000 | SUITE 310 | |||||
| UTAH COUNCIL FOR THE BLIND | |||||||||||||
| 250 North 1950 West | SALT LAKE CITY | UT | 84116 | NONE | PC | HUMANITARIAN | $120,000 | ||||||
| Utah Schools for the Deaf and Blind | |||||||||||||
| 742 Harrison Blvd | OGDEN | UT | 84404 | NONE | PC | HUMANITARIAN | $120,000 | ||||||
| UTAH VALLEY UNIVERSITY FOUNDATION | |||||||||||||
| 800 West University Parkway MS111 | OREM | UT | 84058 | NONE | PC | HUMANITARIAN | $80,000 | ||||||
| WEBER STATE UNIVERSITY | |||||||||||||
| 4018 University Circle | OGDEN | UT | 84408 | NONE | PC | HUMANITARIAN | $3,080,000 | ||||||
| THE ROAD HOME | |||||||||||||
| 210 S Rio Grande Street | SALT LAKE CITY | UT | 84101 | NONE | PC | HUMANITARIAN | $84,000 | ||||||
| RESCUE MISSION OF SALT LAKE | |||||||||||||
| 463 S 400 W | SALT LAKE CITY | UT | 84101 | NONE | PC | HUMANITARIAN | $27,300 | ||||||
| THE STRAIGHTER WAY FOUNDATION | |||||||||||||
| 1308 NORTH 800 WEST | SARATOGA SPRINGS | UT | 84045 | NONE | PC | HUMANITARIAN | $200,000 | ||||||
| AMERICAN RED CROSS | |||||||||||||
| 555 East 300 South Suite 200 | SALT LAKE CITY | UT | 84102 | NONE | PC | HUMANITARIAN | $28,000 | ||||||
| PKD FOUNDATION | |||||||||||||
| 8330 Ward Parkway Suite 510 | KANSAS CITY | MO | 64114 | NONE | PC | HUMANITARIAN | $24,000 | ||||||
| COLLEGE OF NURSING UNIVERSITY OF UTAH | |||||||||||||
| 10 South 2000 East | SALT LAKE CITY | UT | 84112 | NONE | PC | HUMANITARIAN | $80,000 | ||||||
| HABITAT FOR HUMANITY | |||||||||||||
| 340 S Orem Blvd | OREM | UT | 84058 | NONE | PC | HUMANITARIAN | $120,000 | ||||||
| HERITAGE SCHOOLS INC | |||||||||||||
| 5600 N HERITAGE SCHOOL DR | PROVO | UT | 84604 | NONE | PC | HUMANITARIAN | $120,000 | ||||||
| UPSCHALE MUSIC FOUNDATION | |||||||||||||
| 650 S STATE STREET | OREM | UT | 84058 | NONE | PC | HUMANITARIAN | $32,000 | ||||||
| SPECIAL OLYMPICS UTAH | |||||||||||||
| 1400 S FOOTHILL DRIVE SUITE 238 | SALT LAKE CITY | UT | 84108 | NONE | PC | HUMANITARIAN | $5,000 | ||||||
| HYDROCEPHALUS CLINICAL RESEARCH | |||||||||||||
| 333 S 520 W | Lindon | UT | 84042 | NONE | PC | HUMANITARIAN | $435,000 | ||||||
| ALZHEIMER'S ASSOCIATION UTAH CHAPTER | |||||||||||||
| 855 EAST 4800 SOUTH SUITE 100 | SALT LAKE CITY | UT | 84107 | NONE | PC | HUMANITARIAN | $200,000 | ||||||
| BUILD | |||||||||||||
| 2385 BAY ROAD | REDWOOD CITY | CA | 64063 | NONE | PC | HUMITARIAN | $750,000 | ||||||
| FAMILY INDEPENDENCE INITIATIVE | |||||||||||||
| 1203 PRESERVATION PARK WAY 100 | OAKLAND | CA | 94612 | NONE | PC | HUMANITARIAN | $250,000 | ||||||
| FIRST PLACE FOR YOUTH | |||||||||||||
| 42617TH STREET | OAKLAND | CA | 94612 | NONE | PC | HUMANITARIAN | $1,000,000 | ||||||
| FOCUS POINTS | |||||||||||||
| 2501 E 48TH AVENUE | DENVER | CO | 80216 | NONE | PC | HUMANITARIAN | $425,000 | ||||||
| GIVEDIRECTLY | |||||||||||||
| PO BOX 3221 | NEW YORK | NY | 10008 | NONE | PC | HUMANITARIAN | $400,000 | ||||||
| ROOM TO GROW | |||||||||||||
| 7 WEST 30th STREET | NEW YORK | NY | 10001 | NONE | PC | HUMANITARIAN | $500,000 | ||||||
| THERAPY ANIMALS OF UTAH | |||||||||||||
| 2459 WEST 300 NORTH | PROVO | UT | 84601 | NONE | PC | HUMANITARIAN | $2,400 | ||||||
| THE ALS ASSOCIATION | |||||||||||||
| 10855 DOVER STREET SUITE 200 | WESTMINISTER | CO | 80021 | NONE | PC | HUMANITARIAN | $60,000 | ||||||
| MYAGRO FARMS | |||||||||||||
| 3161 CATALINA ISLAND ROAD | WEST SACRAMENTO | CA | 95691 | NONE | PC | HUMANITARIAN | $600,000 | ||||||
| ONE ACRE FUND | |||||||||||||
| 80 BROAD STREET SUITE 2500 | NEW YORK | NY | 10004 | NONE | PC | HUMANITARIAN | $1,200,000 | ||||||
| ONEGOAL | |||||||||||||
| 215 WEST SUPERIOR STREET SUITE 700 | CHICAGO | IL | 60654 | NONE | PC | HUMANITARIAN | $500,000 | ||||||
| ROCKY MOUNTAIN INSTITUTE | |||||||||||||
| 22830 TWO RIVERS ROAD | BASALT | CO | 81621 | NONE | PC | HUMANITARIAN | $500,000 | ||||||
| SANERGY | |||||||||||||
| 28 PARK STREET NO 3 | BROOKLINE | MA | 02446 | NONE | PC | HUMANITARIAN | $300,000 | ||||||
| SHRINERS CHILDREN'S HOSPITAL | |||||||||||||
| 1275 EAST FAIRFAX ROAD | SALT LAKE CITY | UT | 84103 | NONE | PC | HUMANITARIAN | $100,000 | ||||||
| SOLUTIONS PROJECT | |||||||||||||
| PO BOX 3202 4900 SHATTUCK AVENUE | OAKLAND | CA | 94609 | NONE | PC | HUMANITARIAN | $100,000 | ||||||
| VISIONSPRING | |||||||||||||
| 505 8TH AVENUE SUITE 12-A-07 | NEW YORK | NY | 10018 | NONE | PC | HUMANITARIAN | $500,000 | ||||||
| Arrive Utah | |||||||||||||
| 21 E 100 N | American Fork | UT | 84003 | NONE | PC | Humanitarian | $382,278 | Suite 102 | |||||
| FRIENDS FOR SIGHT | |||||||||||||
| 6715 South 1300 East Suite 250 | SALT LAKE CITY | UT | 84121 | none | PC | HUMANITARIAN | $65,000 | ||||||
| HEALTHCARE WITHOUT HARM | |||||||||||||
| 12355 Sunrise Valley Dr | RESTON | VA | 20191 | NONE | PC | HUMANITARIAN | $1,000,000 | SUITE 680 | |||||
| HURST WOOD FOUNDATION | |||||||||||||
| 1875 S GENEVA RD | OREM | UT | 84058 | NONE | PC | HUMANITARIAN | -$150,000 | ||||||
| LANTERN HOUSE | |||||||||||||
| 269 West 33rd Street | OGDEN | UT | 84401 | NONE | PC | HUMANITARIAN | $24,000 | ||||||
| LDS HUMANITARIAN FUND | |||||||||||||
| 1450 N University Ave | PROVO | UT | 84604 | NONE | PC | HUMANITARIAN | $3,392,006 | ||||||
| LIVING GOODS | |||||||||||||
| 1875 K Street NW | WASHINGTON | DC | 20006 | NONE | PC | HUMANITARIAN | $500,000 | SUITE 400 | |||||
| MUSO | |||||||||||||
| 3254 19th St | SAN FRANCISCO | CA | 94110 | NONE | PC | HUMANITARIAN | $540,000 | ||||||
| PROXIMITY DESIGNS | |||||||||||||
| NONE | PC | HUMANITARIAN | $500,000 | No 24 Saya San Road Tharthana Ye | Bahan Township | Yangon | BM | ||||||
| ROCKY MOUNTAIN UNIVERSITY FOUNDATION | |||||||||||||
| 122 East 1700 South | PROVO | UT | 84606 | NONE | PC | HUMANITARIAN | $30,000 | BLDG C | |||||
| ROOTS CAPITAL | |||||||||||||
| 130 Bishop Allen Drive | CAMBRIDGE | MA | 02139 | NONE | PC | HUMANITARIAN | $1,000,000 | 2ND FLOOR | |||||
| VOLUNTEERS OF AMERICA | |||||||||||||
| 1660 Duke Street | ALEXANDRIA | VA | 22314 | NONE | PC | HUMANITARIAN | $125,000 | ||||||
| YMCA OF NORTHERN UTAH | |||||||||||||
| 3216 S Highland Dr | SALT LAKE CITY | UT | 84106 | NONE | PC | HUMANITARIAN | $5,000 | STE 200 | |||||
| Ashoka - All America | |||||||||||||
| 1700 North moore Stereet Ste 2000 | ARLINGTON | VA | 22209 | NONE | PC | HUMANITARIAN | $275,000 | ||||||
| Blue Ventures Conservation | |||||||||||||
| NONE | PC | HUMANITARIAN | $500,000 | Level 2 Annex Omnibus | London | UK | N7 9DP | ||||||
| Child and Family Support Center | |||||||||||||
| PO Box 6055 | LOGAN | UT | 84341 | NONE | PC | HUMANITARIAN | $100,000 | ||||||
| D-Rev | |||||||||||||
| 695 Minnesota St | San Francisco | CA | 94107 | NONE | PC | HUMANITARIAN | $520,000 | ||||||
| Educate Girls | |||||||||||||
| NONE | PC | HUMANITARIAN | $500,000 | Suite 201 Durolite House | Andheri West | Mumbai | IN | 400053 | |||||
| Educate | |||||||||||||
| PO box 12302 | DENVER | CO | 80212 | NONE | PC | HUMANITARIAN | $200,000 | ||||||
| Fundacion Gaia Amasonas | |||||||||||||
| NONE | PC | HUMANITARIAN | $500,000 | Carrera 17 39 75 | Bogot | CO | 100110 | ||||||
| Green Energy | |||||||||||||
| Lewis Clark Law School | PORTLAND | OR | 97219 | NONE | PC | HUMANITARIAN | $60,000 | 10015 SW Terwilliger Blvd | |||||
| Helen Keller International | |||||||||||||
| One Dag Hammarskjold Plaza | NEW YORK | NY | 10017 | NONE | PC | HUMANITARIAN | $1,000,000 | 2ND FLOOR | |||||
| Integrate Health | |||||||||||||
| PO Box 605 | MEDWAY | MA | 02053 | NONE | PC | HUMANITARIAN | $250,000 | ||||||
| Medic Mobile | |||||||||||||
| 3254 19th Street Floor Two | SAN FRANCISCO | CA | 94110 | NONE | PC | HUMANITARIAN | $500,000 | ||||||
| Prime Coalition | |||||||||||||
| One Broadway | CAMBRIDGE | MA | 02142 | NONE | PC | HUMANITARIAN | $1,000,000 | FLOOR 12 | |||||
| Project Read | |||||||||||||
| 550 North University Ave 215 | PROVO | UT | 84601 | NONE | PC | HUMANITARIAN | $25,000 | ||||||
| Regents of the University of California | |||||||||||||
| 1111 FRANKLIN ST | OAKLAND | CA | 94607 | NONE | PC | HUMANITARIAN | $1,046,580 | ||||||
| Sanku (Project Healthy Children) | |||||||||||||
| NONE | PC | HUMANITARIAN | $75,000 | PO Box 38568 | Dar es Salaam | TZ | |||||||
| The Against Malaria Foundation | |||||||||||||
| PO Box 7247-6370 | Phildelphia | PA | 191706370 | NONE | PC | HUMANITARIAN | $1,000,000 | ||||||
| The BOMA Project | |||||||||||||
| PO Box 1865 | Manchester Center | VT | 05255 | NONE | PC | HUMANITARIAN | $400,000 | 4927 Main Street | |||||
| Uncharted | |||||||||||||
| 2330 Broadway St 107 | DENVER | CO | 80205 | NONE | PC | HUMANITARIAN | $172,500 | ||||||
| University of Utah Health Sciences | |||||||||||||
| 515 East 100 South Suite 300 | SALT LAKE CITY | UT | 84102 | NONE | PC | HUMANITARIAN | $160,000 | ||||||
| Utah Clean Energy | |||||||||||||
| 1014 2nd Avenue | SALT LAKE CITY | UT | 84103 | NONE | PC | HUMANITARIAN | $60,000 | ||||||
| BRIDGE LIBERIA | |||||||||||||
| 1344 Holly Leaf Way | Diamond Bar | CA | 91765 | NONE | PC | HUMANITARIAN | $500,000 | ||||||
| UTAH REGIONAL HOUSING | |||||||||||||
| 688 W 100 N | Provo | UT | 84601 | NONE | PC | HUMANITARIAN | $1,000,000 | ||||||
| INTERMOUNTAIN FOUNDATION | |||||||||||||
| 36 S STATE STREET | SALT LAKE CITY | UT | 84111 | NONE | PC | HUMANITARIAN | $80,000 | ||||||
| U of U SCHOOL OF SOCIAL & BEHAVIORAL SCIENCE | |||||||||||||
| CAROLYN AND KEM GARDNER COMMONS SUI | SALT LAKE CITY | UT | 84112 | NONE | HUMANITARIAN | $150,000 | 260 S CENTRAL CAMPUS DR | ||||||
| VILLAGE ENTERPRISE | |||||||||||||
| 751 Laurel St PMB 222 | San Carolos | CA | 94065 | NONE | HUMANITARIAN | $250,000 | |||||||
| EVADENCE ACTION - Dispenser for Safe Water | |||||||||||||
| 1101 K St NW Suite 900 | Washington | DC | 20005 | NONE | PC | HUMANITARIAN | $1,000,000 | ||||||
| NEUROWORX | |||||||||||||
| 90 W Albion Village Way | SANDY | UT | 84070 | NONE | PC | HUMANITARIAN | $650,000 | ||||||
| NO MEANS NO WORLDWIDE | |||||||||||||
| 6100 Cortaderia St NE APT 3613 | Albuquerque | NM | 87111 | NONE | PC | HUMANITARIAN | $125,000 | ||||||
| BICYCLE COLLECTIVE | |||||||||||||
| 2312 S West Temple | SALT LAKE CITY | UT | 84115 | NONE | PC | HUMANITARIAN | $125,000 | ||||||
| UNIVERSITY OF UTAH - Health Science Development | |||||||||||||
| 515 East 100 South Suite 300 | SASLT LAKE CITY | UT | 84102 | NONE | PC | HUMANITARIAN | $160,000 | ||||||
| AMERICAN INDIAN SERVICES | |||||||||||||
| 3115 East Lion Lane Suite 320 | SALT LAKE CITY | UT | 84121 | NONE | PC | HUMANITARIAN | $20,000 | ||||||
| BUILDING TOMORROW | |||||||||||||
| 615 N Alabama Street Suite D | INDIANAPOLIS | IN | 46204 | NONE | PC | HUMANITARIAN | $25,000 | ||||||
| TRACY AVIARY | |||||||||||||
| 589 East 1300 South | SALT LAKE CITY | MA | 84105 | NONE | PC | HUMANITARIAN | $25,000 | ||||||
| RE-VOLV | |||||||||||||
| 5 Third Street Suite 424 | SAN FRANCISCO | CA | 94103 | NONE | PC | HUMANITARIAN | $35,000 | ||||||
| ALLIANCE HOUSE | |||||||||||||
| 1724 South Main Street | SALT LAKE CITY | UT | 84115 | HUMANITARIAN | $100,000 | ||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $33,772,064 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,071 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,053,148 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $2,329 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $14,364,523 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $21,423,071 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $21,423,071 | 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 | Noorda Family Trust No 2 | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 S 520 W Suite 101 | AddressLine1Txt |
| City | Lindon | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $150,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $17,225 | Amt |
| Net Investment Income | $8,613 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,613 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp (2 entries)
| ExplanationExplanationTxt |
|---|
| MERRILL LYNCH |
| INVESTMENT FEES |
| US BANK |
| INVESTMENT FEES |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| US BANK STMT 1B | $42,292,713 | $44,168,848 |
| MERRILL LYNCH STMT 3 | $16,054,024 | $16,995,318 |
| MERRILL LYNCH STMT 5 | $2,558,313 | $3,036,889 |
| MERRILL LYNCH STMT 7 | $13,409,781 | $14,916,437 |
| MERRILL LYNCH STMT 9 | $3,972,310 | $4,638,792 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| US BANK STMT 1A | $49,464,188 | $58,741,506 |
| MERRILL LYNCH STMT 2 | $5,744,302 | $6,820,773 |
| MERRILL LYNCH STMT 4 | $2,252,856 | $3,234,815 |
| MERRILL LYNCH STMT 6 | $7,075,105 | $8,336,850 |
| MERRILL LYNCH STMT 8 | $1,421,904 | $2,007,806 |
| AMERICAN CENTURY INVESTMENTS | $55,396 | $55,396 |
| NANOVISION INVESTMENTS | $3,020,000 | $3,020,000 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MERRILL LYNCH MONTCLAIR FUND | AT COST | $5,529,900 | $11,013,413 |
| PINE FOREST #23 | AT COST | $19,448 | $5,156 |
| SUBURBAN PROPANE PARTNERS | AT COST | $7 | $10 |
| NMS, LLC | AT COST | $227,422 | $219,084 |
| ENTERPRISE PRODUCTS PARTNERS | AT COST | $127,391 | $127,391 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $83,004 | LegalFeesAmt |
| Net Investment Income | $41,502 | NetInvestmentIncomeAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUAL TO CASH ADJUSTMENT | Desc |
| Amt | $1,354,729 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSES | $1,153,984 | $1,153,984 | |
| OTHER EXPENSES | $203,254 | $135,503 | $67,752 |
| CHECKING FEES | $544 | $0 | |
| OFFICE EXPENSE | $38,430 | $23,058 | $15,372 |
| INSURANCE | $845 | $507 | $338 |
| ACCRUAL TO CASH ADJUSTMENT | -$28,936 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| MONTCLAIR FUND K-1 INVESTMENT INCOME | $8,823 | $8,823 |
| K-1 Other Income | -$1,330,393 | -$1,301,457 |
| Litigation Proceeds | $10,430 | $10,430 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAID | $96,590 | $96,590 |
| FEDERAL TAXES PAID | $143,163 |