ROBERT H AND KATHARINE B GARFF FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: ROBERT H AND KATHARINE B GARFF FOUNDATION (EIN 20-1412845)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-11-13
IRS object ID: 202523179349101622
Schema version: 2024v5.2
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Schedule B
Accounting Fees Schedule
Depreciation Schedule
Other Assets Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-11-13T11:19:17-05:00	ReturnTs
Tax Period End	2024-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	BDO USA	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	299 S MAIN ST 10TH FLOOR	AddressLine1Txt
City	SALT LAKE CITY	CityNm
State Abbreviation	UT	StateAbbreviationCd
ZIP	84111	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2024-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	201412845	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Robert H & Katharine B Garff Foundation	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% TATE HANSEN	InCareOfNm
Business Name Control	ROBE	BusinessNameControlTxt
Phone	8012573400	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	111 East Broadway Suite 900	AddressLine1Txt
City	Salt Lake City	CityNm
State Abbreviation	UT	StateAbbreviationCd
ZIP	84111	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	KATHARINE GARFF	PersonNm
Person Title	DIRECTOR	PersonTitleTxt
Phone	8012573400	PhoneNum
Signature	2025-11-12	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Christopher D Ebert	PreparerPersonNm
PTIN	P00707090	PTIN
Phone	8012691818	PhoneNum
Preparation	2025-11-12	PreparationDt

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$3,915,242	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	$2,167,456	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$2,192	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$2,192	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$237,269	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$237,269	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$19,389	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$644,701	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$250,324	CapGainNetIncmNetInvstIncmAmt
Incm Modifications Adj Net Incm	$4,657	IncmModificationsAdjNetIncmAmt
Other Income Rev And Expnss	$4,657	OtherIncomeRevAndExpnssAmt
Total Rev And Expnss	$2,430,963	TotalRevAndExpnssAmt
Total Net Invst Incm	$489,785	TotalNetInvstIncmAmt
Total Adj Net Incm	$4,657	TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss	$10,890	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$5,445	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$0	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$5,445	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$33,425	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$16,713	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$16,712	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$5,254	TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss	$396	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$396	OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$49,965	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$22,554	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$22,157	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$2,632,761	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$2,632,761	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$2,682,726	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$22,554	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$2,654,918	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$251,763	ExcessRevenueOverExpensesAmt
Net Investment Income	$467,231	NetInvestmentIncomeAmt
Adjusted Net Income	$4,657	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$294,454	CashBOYAmt
Cash EOY	$205,914	CashEOYAmt
Cash EOYFMV	$205,914	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$2,373,256	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$2,209,328	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$2,209,328	SavAndTempCashInvstEOYFMVAmt
Other Assets BOY	$1,500,000	OtherAssetsBOYAmt
Other Assets EOY	$1,500,000	OtherAssetsEOYAmt
Other Assets EOYFMV	$1,500,000	OtherAssetsEOYFMVAmt
Total Assets BOY	$4,167,710	TotalAssetsBOYAmt
Total Assets EOY	$3,915,242	TotalAssetsEOYAmt
Total Assets EOYFMV	$3,915,242	TotalAssetsEOYFMVAmt
Accounts Payable BOY	$1,784	AccountsPayableBOYAmt
Total Liabilities BOY	$1,784	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Retained Earning BOY	$4,165,926	RetainedEarningBOYAmt
Retained Earning EOY	$3,915,242	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$4,165,926	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$3,915,242	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$4,167,710	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$3,915,242	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$4,165,926	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$251,763	ExcessRevenueOverExpensesAmt
Other Increases	$1,079	OtherIncreasesAmt
Subtotal	$3,915,242	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$3,915,242	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)

PropertyPropertyDesc	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
META - 204 SHS	2023-12-18	2024-12-24	$122,894	$70,405	$52,489	$52,489
NETFLIX - 337 SHS	2023-12-18	2024-12-24	$308,340	$163,733	$144,607	$144,607
ALPHABET CLASS A - 80 SHS	2021-05-25	2024-12-24	$15,589	$9,438	$6,151	$6,151
ALPHABET CLASS C - 18 SHS	2021-05-25	2024-12-24	$3,525	$2,167	$1,358	$1,358
SALESFORCE - 75 SHS	2022-03-18	2024-12-24	$25,718	$16,431	$9,287	$9,287
SERVICENOW - 35 SHS	2023-12-18	2024-12-24	$38,391	$24,692	$13,699	$13,699
NETFLIX - 161 SHS	2023-12-29	2024-12-26	$90,445	$78,223	$12,222	$12,222
APPLE - 205 SHS	2023-06-08	2024-12-26	$39,799	$29,288	$10,511	$10,511

Field	Value	IRS element (for citing)
Capital Gain Net Income	$250,324	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$6,495	InvestmentIncomeExciseTaxAmt
Subtotal	$6,495	SubtotalAmt
Tax Based On Investment Income	$6,495	TaxBasedOnInvestmentIncomeAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$4,000	ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits	$4,000	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$215	EsPenaltyAmt
Tax Due	$2,710	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	UT	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	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	TATE HANSEN	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	8012573400	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	111 EAST BROADWAY SUITE 900	AddressLine1Txt
City	SALT LAKE CITY	CityNm
State Abbreviation	UT	StateAbbreviationCd
ZIP	84111	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
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Undistr Incm Sect4942a2 Not App	false	UndistrIncmSect4942a2NotAppInd
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 (10 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
MARK RICHARDS
111 East Broadway Suite 900	Salt Lake City	UT	84111	DIRECTOR	1.0	$0	$0	$0
KATHERINE B GARFF
111 East Broadway Suite 900	Salt Lake City	UT	84111	PRESIDENT	1.0	$0	$0	$0
JOSHUA GARFF
111 East Broadway Suite 900	Salt Lake City	UT	84111	DIRECTOR	1.0	$0	$0	$0
JOHN K GARFF
111 East Broadway Suite 900	Salt Lake City	UT	84111	VICE PRESIDENT	1.0	$0	$0	$0
JAMES CAMPBELL
111 East Broadway Suite 900	Salt Lake City	UT	84111	TREASURER	1.0	$0	$0	$0
AMY A GARFF
111 East Broadway Suite 900	Salt Lake City	UT	84111	VICE PRESIDENT	1.0	$0	$0	$0
RACHEL GARFF
111 East Broadway Suite 900	Salt Lake City	UT	84111	DIRECTOR	1.0	$0	$0	$0
JACOB J GARFF
111 East Broadway Suite 900	Salt Lake City	UT	84111	DIRECTOR	1.0	$0	$0	$0
MEGAN GARFF
111 East Broadway Suite 900	Salt Lake City	UT	84111	DIRECTOR	1.0	$0	$0	$0
Katherine E Garff
111 East Broadway Suite 900	Salt Lake City	UT	84111	DIRECTOR	1.0	$0	$0	$0

Field	Value	IRS element (for citing)
Summary Of Direct Chrtbl Acty		SummaryOfDirectChrtblActyGrp
Sum Of Program Related Invst		SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$3,904,041	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$263,497	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$4,167,538	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$4,167,538	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$62,513	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$4,105,025	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$205,251	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$205,251	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$6,495	TaxBasedOnInvestmentIncomeAmt
Total Tax	$6,495	TotalTaxAmt
Distributable Before Adj	$198,756	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$4,657	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$203,413	DistributableBeforeDedAmt
Distributable As Adjusted	$203,413	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$2,654,918	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid	$0	CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test	$0	SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test	$0	SetAsideCashDistriTestAmt
Qualifying Distributions	$2,654,918	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$203,413	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Prior Year1	2022	PriorYear1Yr
Prior Year2	2021	PriorYear2Yr
Prior Year3	2020	PriorYear3Yr
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$2,714,406	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$4,523,615	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$4,390,000	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$1,231,455	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$2,545,104	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$15,404,580	TotalExcessDistributionCyovAmt
Qualifying Distributions	$2,654,918	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Current Year	$203,413	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$2,451,505	RemainingDistriFromCorpusAmt
Total Corpus	$17,856,085	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$2,714,406	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$15,141,679	ExcessDistriCyovToNextYrAmt
Excess From Year4	$4,523,615	ExcessFromYear4Amt
Excess From Year3	$4,390,000	ExcessFromYear3Amt
Excess From Year2	$1,231,455	ExcessFromYear2Amt
Excess From Year1	$2,545,104	ExcessFromYear1Amt
Excess From Current Year	$2,451,505	ExcessFromCurrentYearAmt

Field	Value	IRS element (for citing)
Private Operating Foundations		PrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	JOHN GARFF	ContributingManagerNm
Contributing Manager	MATTHEW GARFF	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	MATTHEW B GARFF	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	111 EAST BROADWAY STE 900	AddressLine1Txt
City	SALT LAKE CITY	CityNm
State Abbreviation	UT	StateAbbreviationCd
ZIP	84111	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	8012573400	RecipientPhoneNum
Form And Info And Materials	BY WRITTEN REQUEST	FormAndInfoAndMaterialsTxt
Submission Deadlines	NONE	SubmissionDeadlinesTxt
Restrictions On Awards	NONE	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line2RecipientUSAddress/AddressLine2Txt
WEBER STATE UNIVERSITY
3848 Harrison Blvd	OGDEN	UT	84408	NONE	PC	GENERAL DONATION	$11,189
UNIVERSITY OF UTAH
201 PRESIDENTS CIR	SALT LAKE CITY	UT	84112	NONE	PC	GENERAL DONATIONS	$2,037,350
UNIVERSITY OF NORTHERN IOWA
1227 W 27TH ST	Cedar Falls	IA	50614	NONE	PC	GENERAL DONATION	$7,500
FAMILY PROMISE OF OGDEN
256 24TH ST	OGDEN	UT	84401	NONE	PC	GENERAL DONATION	$1,500
DES MOINES AREA COMMUNITY COLLEGE
1144 7TH ST	DES MOINES	IA	50314	NONE	PC	GENERAL DONATION	$5,000
HOUSTON COMMUNITY COLLEGE
1300 HOLMAN ST	HOUSTON	TX	77004	NONE	PC	GENERAL DONATION	$2,500
ARIZONA STATE UNIVERSITY
501 E Orange St	Tempe	AZ	85287	NONE	PC	GENERAL DONATION	$14,927
COLLEGE OF THE CANYONS
26455 ROCKWELL CANYON RD	SANTA CLARITA	CA	91355	NONE	PC	GENERAL DONATION	$53
FORTIS COLLEGE
3949 South 700 East Suite 150	CALT LAKE CITY	UT	84107	NONE	PC	GENERAL DONATION	$2,500
GOOD DEED REVOLUTION
47 SOUTH ORANGE STREET BLDG A STE 1	SALT LAKE CITY	UT	84116	NONE	PC	GENERAL DONATION	$5,000
PACIFIC COLLEGE OF HEALTH & SCIENCE
110 William St Fl 19	NEW YORK	NY	10038	NONE	PC	GENERAL DONATION	$5,000
UTAH FIRST LADY FOUNDATION
603 E SOUTH TEMPLE	MIDVALE	UT	84102	NONE	PC	GENERAL DONATION	$50,000
UTAH SPORTS COMMISSION FOUNDATION
201 S MAIN ST STE 2125	SALT LAKE CITY	UT	84111	NONE	PC	GENERAL DONATION	$15,000
UTAH TECH UNIVERSITY
225 S 700 E	SAINT GEORGE	UT	84770	NONE	PC	GENERAL DONATION	$6,904
UTAH VALLEY UNIVERSITY
800 W UNIVERSITY PKWY MSC 109	OREM	UT	84058	NONE	PC	GENERAL DONATION	$22,500
Granite Education Foundation
2500 S State St	Salt Lake City	UT	84109	None	PC	general donation	$1,000
Cal State Los Angeles
5151 State University dr	Los Angeles	CA	90032	none	PC	general donation	$10,000
Florida Institute of Technology
150 W University Blvd	Melbourne	FL	32901	none	PC	general donation	$5,000
Iowa State University
0210 Beardshear Hall 515 Morrill Ro	Ames	IA	50011	none	PC	general donation	$5,000
University of Houston Clear Lake
2700 Bay Area Blvd	Houston	TX	77058	none	PC	general donation	$2,500	Box 05
University of Phoenix
PO Box 52125	Phoenix	AZ	85072	None	PC	general donation	$2,500
University of St Thomas
3800 Montrose Blvd	Houston	TX	77006	none	PC	general donation	$2,500
Friends of the Children
5361 S 4220 W	Kearns	UT	84118	None	PC	general donation	$1,000	Suite B
Leuk & Lymphoma Society
PO Box 6704	Hagertown	MD	21741	NONE	PC	general donation	$2,500
Martin Luther King Jr Center
449 Auburn Avenue	Atlanta	GA	30312	NONE	PC	general donation	$250,000
Neurowax
90 Albion Village Way	Sandy	UT	84070	NONE	PC	general donation	$2,000
Resilient You
9963 South Landau Lane	South Jordan	UT	84095	None	PC	general donation	$5,000
Success in Education
111 East Broadway	Salt Lake City	UT	84111	NONE	PC	general donation	$13,300	900
The McGillis School
668 S 1300 E	Salt Lake City	UT	84102	NONE	PC	general donation	$10,000
The Major Brent Taylor Foundation
2637 N Washington Blvd	North Ogden	UT	84414	None	PC	general donation	$10,000	272
The National Multiple Sclerosis Society
375 Kings Highway North	Cherry Hill	NJ	08034	NONE	PC	general donation	$5,000	Suite B
The She Place
1090 Center Drive	Park City	UT	84098	NONE	PC	general donation	$5,000
Alvin Community College
3110 Mustang Rd	Alvin	TX	77511	NONE	PC	general donation	$2,500
Carver College of Medicine
1216 MERF	Iowa City	IA	52241	None	PC	general donation	$5,000
New England Law - Boston
154 Stuart Street	Boston	MA	02116	None	PC	general donation	$4,978
South Dakota University
SAD 136	Brookings	SD	57007	None	PC	general donation	$2,045	Box 2201
Ultimate Medical Academy
93009 N florida Ave	Tampa	FL	33612	None	PC	general donation	$2,500
Universal Technical Institute
721 Lockhaven Drive	Houston	TX	77073	None	PC	general donation	$2,500
University of Michigan
515 East Jefferson Street	Ann Arbor	MI	48109	None	PC	general donation	$2,500
University of Wyoming
1000 E University Ave	Laramie	WY	82071	NONE	PC	general donation	$2,500
Western Governors University
4001 South 700 East	Salt Lake City	UT	84107	None	PC	general donation	$2,500	Suite 700
WyoTech
1889 Venture Drive	Laramie	WY	82070	None	PC	general donation	$2,500
CSU Channel Island
One University Drive	Camarillo	CA	93012	None	PC	general donation	$2,500
Huntsman Mental
500 Hunstman Way	Salt Lake City	UT	84108	None	PC	general donation	$28,000
Salt Lake City School District
406 East 100 South	Salt Lake City	UT	84111	none	PC	general donation	$26,758
Weber School District
5320 Adams Avenue Pkwy	Ogden	UT	84405	none	PC	general donation	$8,919
Salt Lake christian Center
4300 S 700 E	Salt Lake City	UT	84107	none	PC	general donation	$8,919
U of U President
201 Presidents Cir	Salt Lake City	UT	84112	none	PC	general donation	$8,919

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$2,632,761	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	$2,192	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$237,269	ExclusionAmt

Field	Value	IRS element (for citing)
Net Rntl Incm Re Debt Fincd Prop		NetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd Prop		NetRntlIncmReNotDebtFincdProp
Net Rental Income Personal Prop		NetRentalIncomePersonalPropGrp
Other Investment Income		OtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$19,389	ExclusionAmt

Field	Value	IRS element (for citing)
Net Income Loss From Special Evt		NetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of Invntry		GrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

Field	Value	IRS element (for citing)
Desc	SCHOLARSHIP RETURNED	Desc
Exclusion	01	ExclusionCd
Exclusion	$4,657	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$263,507	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$263,507	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 (6 entries)

ContributorContributorNum	Address Line1ContributorUSAddress/AddressLine1Txt	CityContributorUSAddress/CityNm	State AbbreviationContributorUSAddress/StateAbbreviationCd	ZIPContributorUSAddress/ZIPCd	Total ContributionsTotalContributionsAmt	Person ContributionPersonContributionInd	Noncash ContributionNoncashContributionInd
JOHN GARFF
1	111 EAST BROADWAY SUITE 900	SALT LAKE CITY	UT	84111	$100,000	Yes (X)
Matthew Garff
2	111 EAST BROADWAY SUITE 900	SALT LAKE CITY	UT	84111	$350,000	Yes (X)
MATTHEW GARFF - STOCKS
3	111 East Broadway Suite 900	Salt Lake City	UT	84111	$507,456	Yes (X)	Yes (X)
John Garff
4	111 EAST BROADWAY SUITE 900	Salt Lake City	UT	84111	$1,050,000	Yes (X)
Ken Garff Automative
5	111 E Broadway	Salt Lake City	UT	84111	$60,000	Yes (X)
Ken Garff Automotive
6	111 E Broadway	Salt Lake City	UT	84111	$100,000	Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNum	Noncash PropertyNoncashPropertyDesc	Fair Market ValueFairMarketValueAmt	ReceivedReceivedDt
3	204 SHARES OF META PLATFORMS INC. 337 SHARES OF NETFLIX INC. 80 SHARES OF ALPHABET CLASS A 18 SHARES	$444,283	2024-12-20
3	75 SHARES OF SALESFORCE INC 35 SHARES OF SERVICENOW INC	$63,173	2024-12-20

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$10,890	Amt
Net Investment Income	$5,445	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$5,445	DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Field	Value	IRS element (for citing)
Desc	ARIVO ACCEPTANCE	Desc
BOY Book Value	$1,500,000	BOYBookValueAmt
EOY Book Value	$1,500,000	EOYBookValueAmt
EOYFMV	$1,500,000	EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	UNREALIZED LOSSES	Desc
Amt	$0	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	BANK FEES	Desc
Revenue And Expenses Per Books	$396	RevenueAndExpensesPerBooksAmt
Net Investment Income	$396	NetInvestmentIncomeAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	Returned Scholarships	Desc
Revenue And Expenses Per Books	$4,657	RevenueAndExpensesPerBooksAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	UNREALIZED GAINS	Desc
Amt	$1,079	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
LEGAL FEES	$92	$46	$46
CONSULTING FEES	$33,333	$16,667	$16,666

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FEDERAL EXCISE TAX	CategoryTxt
Amt	$5,254	Amt