ANTHONY G SKEDROS MEMORIAL CHARITABLE FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ANTHONY G SKEDROS MEMORIAL CHARITABLE FOUNDATION (EIN 27-1303279)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201733199349103033
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Cash Distribution Expln Stmt
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T14:21:50-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 5 TRIAD CENTER STE 600 | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 841801128 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271303279 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANTHONY G SKEDROS MEMORIAL CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANTH | BusinessNameControlTxt |
| Phone | 8012982407 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 EAST 470 NORTH | AddressLine1Txt |
| City | BOUNTIFUL | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84010 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GREGORY SKEDROS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8013633400 | PhoneNum |
| Signature | 2017-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRENT W DAINES CPA | PreparerPersonNm |
| PTIN | P00439387 | PTIN |
| Phone | 8015322200 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 8.39.233.115 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-14 | IPDt |
| IP Tm | 12:27:29 | IPTm |
| IP Timezone | MS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A72655B2F7E14BD7684A4902134C1D5928547D66 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7941FD8240EC44F8AFDF1D509067A71DA55F2CD1 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $973,742 | 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 | $26,370 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $191 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $191 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $39,724 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $39,724 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$25,933 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $625,775 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $40,352 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $39,915 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,016 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $508 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $508 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $632 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,920 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,889 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,568 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $508 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,397 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $30,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $30,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $39,568 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $508 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $38,397 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $784 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $39,407 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $166,923 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $153,961 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $153,961 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $800,101 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $808,926 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $819,781 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $967,024 | TotalAssetsBOYAmt |
| Total Assets EOY | $962,887 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $973,742 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $832,824 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $832,824 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $134,200 | RetainedEarningBOYAmt |
| Retained Earning EOY | $130,063 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $967,024 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $962,887 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $967,024 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $962,887 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $967,024 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $784 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $967,808 | SubtotalAmt |
| Other Decreases | $4,921 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $962,887 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| VERIZON COMMUNICATIONS | P | 2013-09-30 | 2016-11-01 | $100,775 | $102,582 | -$1,807 | -$1,807 |
| FORD MOTOR CREDIT CO LLC | P | 2014-12-05 | 2016-05-09 | $100,000 | $100,900 | -$900 | -$900 |
| GENERAL MOTORS FINL | P | 2015-04-09 | 2016-05-15 | $25,000 | $25,708 | -$708 | -$708 |
| JP MORGAN CHASE | P | 2015-02-18 | 2016-07-05 | $100,000 | $103,317 | -$3,317 | -$3,317 |
| CITIGROUP INC NOTE | P | 2015-12-21 | 2016-08-02 | $100,000 | $105,182 | -$5,182 | -$5,182 |
| AT&T INC NOTE | P | 2013-11-22 | 2016-08-15 | $100,000 | $104,197 | -$4,197 | -$4,197 |
| GOLDMAN SACHS GROUP INC | P | 2015-02-27 | 2016-10-01 | $100,000 | $109,822 | -$9,822 | -$9,822 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$25,933 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $56,766 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $970,138 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.058513 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $34,505 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $919,610 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.037521 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $816,091 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $795,235 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.026226 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $12,800 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $797,817 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.016044 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $815,446 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $797,490 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.022516 | DistributionYr5Rt |
| Total Distribution | 2.160820 | TotalDistributionRt |
| Average Distribution | 0.432164 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $959,282 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $414,567 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $394 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $414,961 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $52,188 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $788 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $788 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $788 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $807 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $807 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $19 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | 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 | EIDE BAILLY LLP | IndividualWithBooksNm |
| Phone | 8015322200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 TRIAD CENTER STE 600 | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84180 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|
| NICK J COLESSIDES | ||||||||
| 150 S 300 E | SALT LAKE CITY | UT | 84111 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| DOUGLAS ANDERSON | ||||||||
| 104 EAST 470 NORTH | BOUNTIFUL | UT | 84010 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| KATINA TIMME | ||||||||
| 2741 E KENTON DR | SALT LAKE CITY | UT | 84109 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ANGEL MANFREDINI | ||||||||
| 483 BRENTWOOD LANE | BOUNTIFUL | UT | 84010 | TREASURER | 0.00 | $0 | $0 | $0 |
| GREGORY SKEDROS | ||||||||
| 104 EAST 470 NORTH | BOUNTIFUL | UT | 84010 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| DEMETRIOS SKEDROS | ||||||||
| 1568 EAST VINEYARD DRIVE | BOUNTIFUL | UT | 84010 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| JOHN SKEDROS | ||||||||
| PO BOX 581377 | SALT LAKE CITY | UT | 84158 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| NICK M BAPIS | ||||||||
| 2476 S WILSHIRE CIR | SALT LAKE CITY | UT | 84109 | DIRECTOR | 0.00 | $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 | $806,017 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $167,873 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $973,890 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $973,890 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,608 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $959,282 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $47,964 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $47,964 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $788 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $788 | TotalTaxAmt |
| Distributable Before Adj | $47,176 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $47,176 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $47,176 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $38,397 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $13,791 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $52,188 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $52,188 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $47,176 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $737,622 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $27,849 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $8,877 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $774,348 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $52,188 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $47,176 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,012 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $779,360 | 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 | $737,622 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $41,738 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $27,849 | ExcessFromYear3Amt |
| Excess From Year1 | $8,877 | ExcessFromYear1Amt |
| Excess From Current Year | $5,012 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| DAVIS SCHOOL FOUNDATION | ||||||
| 45 EAST STATE STREET | FARMINGTON | UT | 84025 | GOV | SCHOLARSHIPS VIEWMONT HIGH | $2,000 |
| GREEK ORTHODOX CHURCH | ||||||
| 279 S 300 W | SALT LAKE CITY | UT | 84101 | PC | DONATION TO ORGANIZATION | $10,000 |
| HELLENIC COLLEGE HOLY CROSS GREEK ORTHODOX | ||||||
| 50 GODDARD AVENUE | BROOKLINE | MA | 80245 | PC | PROGRAMS FOR SCHOOL | $2,000 |
| HELLENIC CULTURAL FOUNDATION | ||||||
| 279 S 300 W | SALT LAKE CITY | UT | 84101 | PC | DONATION TO ORGANIZATION | $1,000 |
| INTERNATIONAL ORTHODOX CHRISTIAN CHARITY | ||||||
| 110 WEST ROAD SUITE 360 | BALTIMORE | MD | 21204 | PC | HUMANITARIAN EFFORTS | $1,000 |
| LDS HUMANITARIAN AID FUND | ||||||
| 1450 N UNIVERSITY AVE | PROVO | UT | 84604 | PC | DONATION TO ORGANIZATION | $1,000 |
| NICHOLAS DAHLMD | ||||||
| 800 E 28TH ST | MINNEAPOLIS | MN | 55407 | PC | ANNUAL SCHOLARSHIP/RESIDENCY | $1,000 |
| ROTARY INTERNATIONAL | ||||||
| 1560 SHERMAN AVE | EVANSTON | IL | 60201 | PC | PROGRAMS TO ASSIST THOSE IN NEED | $1,000 |
| SAINT PETER AND PAUL ORTHODOX CHRISTIAN CHURCH | ||||||
| 355 SOUTH 300 EAST | SALT LAKE CITY | UT | 84111 | PC | DONATION TO ORGANIZATION | $2,000 |
| SAINT SOPHIA SCHOOL | ||||||
| 5341 SOUTH HIGHLAND DRIVE | SALT LAKE CITY | UT | 84117 | PC | GALA SPONSORSHIP - PROGRAMS FOR SCHOOL | $2,000 |
| SWANTER ECOCENTER | ||||||
| 1258 CENTER DR | PARK CITY | UT | 84098 | PC | DONATION TO ORGANIZATION | $1,000 |
| TASTE PF GREECE | ||||||
| 279 S 300 W | SALT LAKE CITY | UT | 84101 | PC | DONATION TO ORGANIZTION | $1,000 |
| UNIVERSITY OF UTAH COLLEGE OF HUMANITES | ||||||
| 540 ARAPEEN DRIVE SUITE 250 | SALT LAKE CITY | UT | 84108 | PC | DONATION TO DEPT OF LANGUAGES & LITERATURE DEVELOPMENT FUND | $1,000 |
| UNIVERSITY OF UTAH COLLEGE OF NURSING | ||||||
| 10 2000 E | SALT LAKE CITY | UT | 84112 | PC | ANNUAL SCHOLARSHIP | $1,000 |
| UNIVERSITY OF UTAH COLLEGE OF PHARMACY | ||||||
| 540 ARAPEEN DRIVE SUITE 250 | SALT LAKE CITY | UT | 84108 | PC | DONATION TO COLLEGE OF PHARMACY EVENTS GIFT FUND | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $30,000 | 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 | $191 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $39,724 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$25,933 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $13,982 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,982 | 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 | GREGORY SKEDROS | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 EAST 470 NORTH | AddressLine1Txt |
| City | BOUNTIFUL | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $13,805 | 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 | $1,016 | Amt |
| Net Investment Income | $508 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $508 | DisbursementsCharitablePrpsAmt |
Cash Distribution Expln Stmt CashDistributionExplnStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE AMOUNT IS SET ASIDE FOR A FUTURE DONATION TO CONSTRUCT A GYMNASIUM. THE DONATION AND INTEREST EARNED ON DONATION IS FOR A BUILDING FUND. | ExplanationTxt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE ORGANIZATION IS NOT REQUIRED TO FURNISH A COPY TO THE ATTORNEY GENERAL. | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | HIGHTOWER SECURITIES | BondNm |
| EOY Book Value | $808,926 | EOYBookValueAmt |
| EOYFMV | $819,781 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS ON INVESTMENTS | Desc |
| Amt | $4,921 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FACILITIES AND EQUIPMENT | $7,889 | $0 | $7,889 |
| PENALTIES | $31 | $0 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GREGORY J SKEDROS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 EAST 470 NORTH | AddressLine1Txt |
| City | BOUNTIFUL | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84010 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $632 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |