STRATEGY STUDIO / PUBLIC DATA EXPLORER

ROBERT H AND KATHARINE B GARFF FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
ROBERT H AND KATHARINE B GARFF FOUNDATION (EIN 20-1412845)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-07-06
IRS object ID
201641889349100209
Schema version
2015v2.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-07-06T11:07:17-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN800021232PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MANTYLA MCREYNOLDS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1178 S RIO GRANDE ST STE 200AddressLine1Txt
CitySALT LAKE CITYCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84101ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201412845EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROBERT H & KATHARINE B GARFFBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlROBEBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1405 S MAIN STREET SUITE 1200AddressLine1Txt
CitySALT LAKE CITYCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84111ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKATHERINE B GARFFPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone8012573400PhoneNum
Signature2016-06-06SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSPENCER STRICKLAND CPAPreparerPersonNm
PTINP00960757PTIN
Phone8012691818PhoneNum
Preparation2016-06-27PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,486FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$501,492ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$15InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$15InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$15InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss$501,507TotalRevAndExpnssAmt
Total Net Invst Incm$15TotalNetInvstIncmAmt
Total Adj Net Incm$15TotalAdjNetIncmAmt
Other Prof Fees Rev And Expnss$975OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$975OtherProfFeesNetInvstIncmAmt
Other Expenses Rev And Expnss$500,193OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$500,193OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$501,168TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$501,168TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$501,168TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$501,168TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$339ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$15AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,147CashBOYAmt
Cash EOY$1,486CashEOYAmt
Cash EOYFMV$1,486CashEOYFMVAmt
Total Assets BOY$1,147TotalAssetsBOYAmt
Total Assets EOY$1,486TotalAssetsEOYAmt
Total Assets EOYFMV$1,486TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$1,147RetainedEarningBOYAmt
Retained Earning EOY$1,486RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,147TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,486TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,147TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,486TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,147TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$339ExcessRevenueOverExpensesAmt
Subtotal$1,486SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,486TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Net Vl Noncharitable Assets Yr1$1,147NetVlNoncharitableAssetsYr1Amt
Net Vl Noncharitable Assets Yr2$2,674NetVlNoncharitableAssetsYr2Amt
Adjusted Qlfy Distri Yr3$168,596AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$79,757NetVlNoncharitableAssetsYr3Amt
Distribution Yr32.113871DistributionYr3Rt
Adjusted Qlfy Distri Yr4$397,642AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$166,825NetVlNoncharitableAssetsYr4Amt
Distribution Yr42.383588DistributionYr4Rt
Adjusted Qlfy Distri Yr5$287,066AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$97,062NetVlNoncharitableAssetsYr5Amt
Distribution Yr52.957553DistributionYr5Rt
Total Distribution7.455012TotalDistributionRt
Average Distribution2.485004AverageDistributionRt
Net Vl Noncharitable Assets$1,297NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$3,223AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$3,223AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$0QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateUTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksHOWARD LOWEIndividualWithBooksNm
Phone8012573404PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1405 S MAIN STREETAddressLine1Txt
Address Line2405 S MAIN STREETAddressLine2Txt
CitySALT LAKE CITYCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84111ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KATHERINE B GARFF
405 S MAIN STREET SUITE 1200SALT LAKE CITYUT84111DIRECTOR0.00$0$0$0
MATTHEW B GARFF
405 S MAIN STREET SUITE 1200SALT LAKE CITYUT84111PRESIDENT0.00$0$0$0
JOHN K GARFF
405 S MAIN ST SUITE 1200SALT LAKE CITYUT84111VICE PRESIDE0.00$0$0$0
MARY G MENLOVE
4056 S MAIN ST SUITE 1200SALT LAKE CITYUT84111TREASURER0.00$0$0$0
MELISSA G BALLARD
405 S MAIN ST SUITE 1200SALT LAKE CITYUT84111VICE PRESIDE0.00$0$0$0
JENNIFER G FOLKERSON
405 S MAIN STREET SUITE 1200SALT LAKE CITYUT84111DIRECTOR0.00$0$0$0
RICHARD FOLKERSON
405 S MAIN STREET SUITE 1200SALT LAKE CITYUT84111SECRETARY0.00$0$0$0
ROBERT H GARFF
4405 S MAIN STREET SUITE 1200SALT LAKE CITYUT84111DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1UNIVERSITY OF UTAH TO SUPPORT BUSINESS EDUCATION PROGRAMSDescription1Txt
Expenses1$500,000Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,317AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,317TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,317AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$20CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,297NetVlNoncharitableAssetsAmt
Minimum Investment Return$65MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$65MinimumInvestmentReturnAmt
Distributable Before Adj$65DistributableBeforeAdjAmt
Distributable Before Ded$65DistributableBeforeDedAmt
Distributable As Adjusted$65DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$0ExpensesAndContributionsAmt
Qualifying Distributions$0QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$65DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$282,229ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$389,271ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$164,581ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$134ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$60ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$836,275TotalExcessDistributionCyovAmt
Excess Distri Cyov App CY Corpus$65ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$65ExcessDistributionCyovAppCYAmt
Total Corpus$836,210TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$282,164ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$554,046ExcessDistriCyovToNextYrAmt
Excess From Year4$389,271ExcessFromYear4Amt
Excess From Year3$164,581ExcessFromYear3Amt
Excess From Year2$134ExcessFromYear2Amt
Excess From Year1$60ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMATTHEW B GARFFRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1405 S MAIN STREET SUITE 1200AddressLine1Txt
CitySALT LAKE CITYCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84111ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8012573400RecipientPhoneNum
Form And Info And MaterialsBY WRITTEN REQUESTFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$15RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$15RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$15TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1GARFF ENTERPRISES INCBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1405 SOUTH MAIN STREET 1200AddressLine1Txt
CitySALT LAKE CITYCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84111ZIPCd
FieldValueIRS element (for citing)
Total Contributions$501,492TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
BANK FEES$193$193
CHARITABLE CONTRIBUTION U OF$500,000$500,000

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$975Amt
Net Investment Income$975NetInvestmentIncomeAmt