RW ERICKSON SUPPORT ORGANIZATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- RW ERICKSON SUPPORT ORGANIZATION (EIN 84-3967296)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-07
- IRS object ID
- 202640979349101004
- Schema version
- 2025v4.1
- 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
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-07T10:50:55-07:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 371658522 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUESCH AND COMPANY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2727 S 50 W | AddressLine1Txt |
| City | Bountiful | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 843967296 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RW Erickson Support Organization | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RWER | BusinessNameControlTxt |
| Phone | 8016760119 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13894 South Bangerter Parkway | AddressLine1Txt |
| City | Draper | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84020 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Marvin Cameron | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 8016760119 | PhoneNum |
| Signature | 2026-03-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Chortney B Ruesch CPA | PreparerPersonNm |
| PTIN | P01070225 | PTIN |
| Phone | 8018729798 | PhoneNum |
| Preparation | 2026-04-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $33,250,700 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $676,866 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $676,866 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $183,954 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $183,954 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $59,491 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $1,062,398 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $20,590,904 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,062,398 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $1,116 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,116 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,924,334 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,924,334 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $150,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $7,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $142,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $4,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $220 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,180 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $159,726 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $143,753 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $15,973 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $33,995 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,462 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $11,283 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $124,463 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $124,463 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $472,584 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $279,398 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $173,936 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,000,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,000,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,472,584 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $279,398 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,173,936 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $451,750 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,644,936 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $144,648 | CashBOYAmt |
| Cash EOY | $64,247 | CashEOYAmt |
| Cash EOYFMV | $64,247 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $924,598 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $187,739 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $187,739 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | -$15,480 | AcctRcvblAmt |
| Acct Rcvbl BOY | -$15,179 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | -$15,480 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | -$15,480 | AcctRcvblEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $25,600,373 | CorporateStockBOYAmt |
| Corporate Stock EOY | $26,858,909 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $29,755,671 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,058,897 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $960,347 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $1,058,897 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $1,058,897 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land Bldg Equip Cost Or Other Bss | $2,162,102 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,162,102 | LandBOYAmt |
| Land EOY | $2,162,102 | LandEOYAmt |
| Land EOYFMV | $2,162,102 | LandEOYFMVAmt |
| Other Assets BOY | $21,029 | OtherAssetsBOYAmt |
| Other Assets EOY | $39,588 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $37,524 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $29,797,918 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,356,002 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $33,250,700 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $1,879,708 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,896,762 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,879,708 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,896,762 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $27,918,210 | RetainedEarningBOYAmt |
| Retained Earning EOY | $27,459,240 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $27,918,210 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $27,459,240 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $29,797,918 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $30,356,002 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $27,918,210 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $451,750 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $28,369,960 | SubtotalAmt |
| Other Decreases | $910,720 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $27,459,240 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Short Term Sales of Publicly Traded Securities | P | 2025-06-30 | 2025-12-31 | $972,659 | $0 | $1,011,673 | -$39,014 | $0 | $0 | $0 | -$39,014 |
| Long Term Sales of Publicly Traded Securities | P | 2024-12-30 | 2025-12-31 | $9,322,793 | $0 | $8,221,381 | $1,101,412 | $0 | $0 | $0 | $1,101,412 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,062,398 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$39,014 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $22,865 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $22,865 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $22,865 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $20,000 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $20,000 | OriginalReturnTaxPaidAmt |
| Tax Due | $2,865 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | 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 | Cameron & Associates | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8016760119 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13894 South Bangerter Pkwy Ste 253 | AddressLine1Txt |
| City | Draper | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84020 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| Russell Baker | ||||||||
| 1488 E Hilda Dr | Kaysville | UT | 84037 | Director | 10.00 | $58,000 | $0 | $0 |
| Marvin Cameron | ||||||||
| 15194 S Lone Oak Ct | Draper | UT | 84020 | Director/CFO | 10.00 | $52,000 | $0 | $0 |
| Bruce Olson | ||||||||
| PO Box 45385 | Salt Lake City | UT | 841450385 | Chairman | 3.00 | $40,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Morgan Stanley | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5255 N Edgewood Dr Ste 275 | AddressLine1Txt |
| City | Provo | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Management | ServiceTypeTxt |
| Compensation | $159,726 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $28,896,294 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $95,594 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,186,703 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $32,178,591 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $32,178,591 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $482,679 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $31,695,912 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,584,796 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,584,796 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $22,865 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $22,865 | TotalTaxAmt |
| Distributable Before Adj | $1,561,931 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,561,931 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,561,931 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,173,936 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,173,936 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,561,931 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $973,929 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,173,936 | QualifyingDistributionsAmt |
| Applied To Year1 | $973,929 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $200,007 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,361,924 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Richard W Erickson Foundation | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 668 | AddressLine1Txt |
| City | Kaysville | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | POF | RecipientFoundationStatusCd |
| Grant Or Contribution Purpose | General Financial Support | GrantOrContributionPurposeTxt |
| Amt | $1,000,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,000,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $676,866 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $59,491 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,062,398 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Triton Town Homes Ltd K-1 | Desc |
| Related Or Exempt Function Incm | $1,116 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,799,871 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,799,871 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | Dividends and Interest may be used to fund grants |
| 8 | Gain from sales of assets may be used to fund grants |
| 5b | Net Income from Rents may be used to fund grants |
| 11 | Income from other investments may be used to fund grants |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Ruesch and Company, LLC Tax Services | CategoryTxt |
| Amt | $4,400 | Amt |
| Net Investment Income | $220 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,180 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|
| Short Term Sales of Publicly Traded Securities | 2025-06 | 2025-12 | $972,659 | $1,011,673 | -$39,014 |
| Long Term Sales of Publicly Traded Securities | 2024-12 | 2025-12 | $9,322,793 | $8,221,381 | $1,101,412 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MS 461008 Securities | $18,426,909 | $20,789,949 |
| MS 462008 Securities | $8,432,000 | $8,965,722 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| Building | $1,053,000 | $0 | $1,053,000 |
| Furniture and Equipment | $5,897 | $0 | $5,897 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| Land 2827 | $569,476 | $0 | $569,476 |
| Land 2983 | $427,107 | $0 | $427,107 |
| Land 0979 | $25,199 | $0 | $25,199 |
| Land 0980 | $573,320 | $0 | $573,320 |
| Roosevelt | $567,000 | $0 | $567,000 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Triton Town Homes | $21,029 | $19,588 | $17,524 |
| Prepaid Income Tax | $0 | $20,000 | $20,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Deferred Investment and Timing Differences | Desc |
| Amt | $910,720 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Expenses Related to Gross Rents Received | Desc |
| Revenue And Expenses Per Books | $124,463 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $124,463 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Triton Town Homes LTD (K-1) | Desc |
| Revenue And Expenses Per Books | $1,116 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,116 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Deferred Investment and Timing Differences | Desc |
| Amt | $0 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Deferred Investment | Desc |
| BOY Book Value | $1,879,708 | BOYBookValueAmt |
| EOY Book Value | $2,896,762 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Morgan Stanley Investment Management Fees | CategoryTxt |
| Amt | $159,726 | Amt |
| Net Investment Income | $143,753 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15,973 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign Tax Paid | $2,868 | $2,868 | $0 |
| Payroll Taxes | $11,877 | $594 | $11,283 |
| Income Tax | $19,250 | $0 | $0 |