Liabilities / Assets
17th percentile
Tied with the lowest-debt nonprofits in its peer group.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
17th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
17th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
97th percentile
Higher net margin than 97% of similar nonprofits.
Top Officer Pay
39th percentile
Higher top officer pay than 39% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
78th percentile
Faster asset growth than 78% of similar nonprofits.
Revenue Growth
62nd percentile
Faster revenue growth than 62% of similar nonprofits.
Assets
Up$3,235,042
Up $594,811 (+23%) from 2022
Net Assets
Up$3,235,042
Up $594,811 (+23%) from 2022
Liabilities
Flat$0
Flat from 2022
Revenue
Up$925,168
Up $120,563 (+15%) from 2022
Expenses
Up$136,024
Up $3,986 (+3.0%) from 2022
Net Income
Up$789,144
Up $116,577 (+17%) from 2022
The purpose of the foundation is to promote educational and scientific objectives by providing scholoarships and/or endowments.
The purpose of the foundation is to promote educational and scientific objectives by providing scholarships and/or endowments
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Rtn Earn Endowment Incm Other Fnds | $2,640,231 | $3,235,042 | ▲ $594,811 |
| Investments Program Related | $2,525,092 | $2,983,265 | ▲ $458,173 |
| Cash and Non-Interest-Bearing Accounts | $115,139 | $251,777 | ▲ $136,638 |
| Total Assets | $2,640,231 | $3,235,042 | ▲ $594,811 |
| Liabilities | |||
| Total Liabilities | $0 | $0 | → $0 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $2,640,231 | $3,235,042 | ▲ $594,811 |
| Total Liabilities and Net Assets / Fund Balance | $2,640,231 | $3,235,042 | ▲ $594,811 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Investment Program Related Org | $795,645 | - | - |
| Name | Title |
|---|---|
| Richard M Taggart | President/trustee |
| Richard P Taggart | V President/trustee |
| Joy Payne | Trustee |
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $82,379 |
| Other Expenses | $53,645 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Orgs | $54,500 | - | - | $54,500 |
| Fees for Services Management | $0 | $50,730 | $0 | $50,730 |
| Grants to Domestic Individuals | $27,879 | - | - | $27,879 |
| Fees for Services Accounting | $0 | $2,515 | $0 | $2,515 |
| Other Expenses | $0 | $400 | $0 | $400 |
| Total Functional Expenses | $82,379 | $53,645 | $0 | $136,024 |
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| Brigham Young University | Provo, UT | - | Scholarships | $25,000 |
| University of Utah | Salt Lake City, UT | - | Scholarships | $25,000 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“A copy of the tax return is made available for the board to review before filing”
“Officers, directors, trustees have a family relationships with one another”
“To adjust basis of investment accounts to average cost”
“This amendment is to include contributions recently omitted from original filing and to also adjust investment account basis to average cost”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | false |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | THE PURPOSE OF THE FOUNDATION IS TO PROMOTE EDUCATIONAL AND SCIENTIFIC OBJECTIVES BY PROVIDING SCHOLARSHIPS AND/OR ENDOWMENTS |
| IRS990/AllOtherContributionsAmt | 0 | 815510 |
| IRS990/AmendedReturnInd | 0 | X |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | RICHARD TAGGART |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 8014668701 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 3030 S MAIN STREET |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | SALT LAKE CITY |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | UT |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 84115 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | false |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 115139 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 251777 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | false |
| IRS990/CompensationProcessOtherInd | 0 | false |
| IRS990/ConflictOfInterestPolicyInd | 0 | false |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 815510 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 82379 |
| IRS990/CYInvestmentIncomeAmt | 0 | 109658 |
| IRS990/CYOtherExpensesAmt | 0 | 53645 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 789144 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 136024 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 925168 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/Desc | 0 | SCHOLARSHIPS GIVEN TO POST SECONDARY SCHOOLS TO PROVIDE SCHOLARSHIPS TO WORTHY UNDERGRADUATE CANDIDATES |
| IRS990/DescribedInSection501c3Ind | 0 | true |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | false |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | false |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990/ExpenseAmt | 0 | 82379 |
| IRS990/FamilyOrBusinessRlnInd | 0 | true |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/FeesForServicesAccountingGrp/FundraisingAmt | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 2515 |
| IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 2515 |
| IRS990/FeesForServicesManagementGrp/FundraisingAmt | 0 | 0 |
| IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt | 0 | 50730 |
| IRS990/FeesForServicesManagementGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 50730 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form8282PropertyDisposedOfInd | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 0.25 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.50 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | RICHARD M TAGGART |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | RICHARD P TAGGART |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | JOY PAYNE |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | PRESIDENT/TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | V PRESIDENT/TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | TRUSTEE |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | true |
| IRS990/FormationYr | 0 | 1996 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedInd | 0 | false |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 37227 |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 3 |
| IRS990/GrantAmt | 0 | 82379 |
| IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt | 0 | 27879 |
| IRS990/GrantsToDomesticIndividualsGrp/TotalAmt | 0 | 27879 |
| IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt | 0 | 54500 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 54500 |
| IRS990/GrantsToIndividualsInd | 0 | true |
| IRS990/GrantsToOrganizationsInd | 0 | true |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 106501 |
| IRS990/GrossReceiptsAmt | 0 | 994442 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | false |
| IRS990/IndependentAuditFinclStmtInd | 0 | false |
| IRS990/IndependentVotingMemberCnt | 0 | 3 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIInd | 0 | X |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 72431 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 72431 |
| IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsProgramRelatedGrp/BOYAmt | 0 | 2525092 |
| IRS990/InvestmentsProgramRelatedGrp/EOYAmt | 0 | 2983265 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | UT |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 69274 |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LobbyingActivitiesInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | false |
| IRS990/MethodOfAccountingCashInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | THE PURPOSE OF THE FOUNDATION IS TO PROMOTE EDUCATIONAL AND SCIENTIFIC OBJECTIVES BY PROVIDING SCHOLARSHIPS AND/OR ENDOWMENTS |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 2640231 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 3235042 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 37227 |
| IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt | 0 | 0 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 37227 |
| IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrgDoesNotFollowFASB117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | -194333 |
| IRS990/OtherExpensesGrp/Desc | 0 | DUES & SUBSCRIPTIONS |
| IRS990/OtherExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 400 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 400 |
| IRS990/OtherWebsiteInd | 0 | X |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | false |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrincipalOfficerNm | 0 | RICHARD M TAGGART |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 750345 |
| IRS990/PYExcessBenefitTransInd | 0 | false |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 88614 |
| IRS990/PYInvestmentIncomeAmt | 0 | 54260 |
| IRS990/PYOtherExpensesAmt | 0 | 43424 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 672567 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/PYTotalExpensesAmt | 0 | 132038 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 804605 |
| IRS990/QuidProQuoContributionsInd | 0 | false |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | false |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 789144 |
| IRS990/RelatedEntityInd | 0 | false |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | false |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | false |
| IRS990/ReportProgramRelatedInvstInd | 0 | true |
| IRS990/RevenueAmt | 0 | 815510 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 2640231 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 3235042 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 815510 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 750345 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 360000 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 600000 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 2525855 |
| IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 72431 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 62 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 9 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 72502 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0 |
| IRS990ScheduleA/OtherIncome170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/OtherSupportSumAmt | 0 | 0 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.97210 |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 2525855 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 0 |
| IRS990ScheduleA/SubstantialContributorsTotAmt | 0 | 0 |
| IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 815510 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 750345 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 360000 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 600000 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 2525855 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 2598357 |
| IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990/ScheduleBRequiredInd | 0 | true |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt | 0 | 263803 |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt | 1 | 95734 |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt | 2 | 216668 |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt | 3 | 1611415 |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt | 4 | 795645 |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc | 0 | AMERICAN FUNDS 1660 |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc | 1 | AMERICAN FUNDS 7100 |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc | 2 | AMERICAN FUNDS 4644 |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc | 3 | AMERICAN FUNDS 3976 |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc | 4 | AMERICAN FUNDS 0785 |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd | 0 | C |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd | 1 | C |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd | 2 | C |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd | 3 | C |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd | 4 | C |
| IRS990ScheduleD/TotalBookValueProgramRltdAmt | 0 | 2983265 |
| IRS990ScheduleI/GrantRecordsMaintainedInd | 0 | false |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt | 0 | 27879 |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt | 0 | INDIVIDUAL SCHOLARSHIPS |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt | 0 | 11 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 0 | 25000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 1 | 25000 |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 0 | SCHOLARSHIPS |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 1 | SCHOLARSHIPS |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 0 | BRIGHAM YOUNG UNIVERSITY |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 1 | UNIVERSITY OF UTAH |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 0 | 870217280 |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 1 | 876000525 |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 0 | A 41 ASB |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 1 | 201 S 1460 E RM 250N |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 0 | PROVO |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 1 | SALT LAKE CITY |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 0 | UT |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 1 | UT |
| IRS990ScheduleI/RecipientTable/USAddress/ZIPCd | 0 | 84602 |
| IRS990ScheduleI/RecipientTable/USAddress/ZIPCd | 1 | 84112 |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | A COPY OF THE TAX RETURN IS MADE AVAILABLE FOR THE BOARD TO REVIEW BEFORE FILING |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | OFFICERS, DIRECTORS, TRUSTEES HAVE A FAMILY RELATIONSHIPS WITH ONE ANOTHER |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | TO ADJUST BASIS OF INVESTMENT ACCOUNTS TO AVERAGE COST |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | THIS AMENDMENT IS TO INCLUDE CONTRIBUTIONS RECENTLY OMITTED FROM ORIGINAL FILING AND TO ALSO ADJUST INVESTMENT ACCOUNT BASIS TO AVERAGE COST |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Pt VI, Line 11b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Pt VI, Line 2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Pt XI |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Other |
| IRS990/SchoolOperatingInd | 0 | false |
| IRS990/SignificantChangeInd | 0 | false |
| IRS990/SignificantNewProgramSrvcInd | 0 | false |
| IRS990/StatesWhereCopyOfReturnIsFldCd | 0 | UT |
| IRS990/SubjectToProxyTaxInd | 0 | false |
| IRS990/TaxablePartyNotificationInd | 0 | false |
| IRS990/TaxExemptBondsInd | 0 | false |
| IRS990/TerminateOperationsInd | 0 | false |
| IRS990/TotalAssetsBOYAmt | 0 | 2640231 |
| IRS990/TotalAssetsEOYAmt | 0 | 3235042 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 2640231 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 3235042 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalContributionsAmt | 0 | 815510 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 53645 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 82379 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 136024 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 2640231 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 3235042 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 82379 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 109658 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 925168 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 0 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 2640231 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 3235042 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990/TypeOfOrganizationCorpInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | false |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 3030 S MAIN STREET |
| IRS990/USAddress/CityNm | 0 | SALT LAKE CITY |
| IRS990/USAddress/StateAbbreviationCd | 0 | UT |
| IRS990/USAddress/ZIPCd | 0 | 84115 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 3 |
| IRS990/VotingMembersIndependentCnt | 0 | 3 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | false |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | RICHARD M TAGGART |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8014668701 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-10-17 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | AMERICAN OPPORTUNITY FOUNDATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | AMER |
| ReturnHeader/Filer/EIN | 0 | 200059842 |
| ReturnHeader/Filer/PhoneNum | 0 | 8014668701 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 3030 S MAIN STREET |
| ReturnHeader/Filer/USAddress/CityNm | 0 | SALT LAKE CITY |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | UT |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 84115 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 811145344 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Thorne & Associates CPA LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 233 East 3900 South |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Salt Lake City |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | UT |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 84107 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8012622986 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-11-17 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Leslie P Thorne |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2025-11-17T13:04:27-08:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2023-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2023-12-31 |
| ReturnHeader/TaxYr | 0 | 2023 |
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Displayed year
2023 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.