Civic Intelligence

P&B Family Charitable Foundation

990PF • Fiscal year 2016 • EIN 46-7176352

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 25, 2017

Organization Profile
9433 Marksbury CircleSandy, UT 84092

(801) 756-2915

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

60th percentile

0.05x

Higher debt load relative to assets than 60% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

83rd percentile

0.41x

Higher debt load relative to revenue than 83% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

88th percentile

40%

Higher net margin than 88% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

75th percentile

12%

Faster asset growth than 75% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

5th percentile

-64%

Faster revenue growth than 5% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$676,360

Up $70,591 (+12%) from 2015

Net Assets

Up

$640,566

Up $34,797 (+5.7%) from 2015

Liabilities

Up

$35,794

Up $35,794 from 2015

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin88th percentile

Revenue

Down

$87,318

Down $155,627 (-64%) from 2015

Expenses

Up

$52,521

Up $14,585 (+38%) from 2015

Net Income

Down

$34,797

Down $170,212 (-83%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2013: $394,000Liabilities 2013: $02013Assets 2014: $466,361Liabilities 2014: $0Net Assets 2014: $466,3612014Assets 2015: $605,769Liabilities 2015: $0Net Assets 2015: $605,7692015Assets 2016: $676,360Liabilities 2016: $35,794Net Assets 2016: $640,5662016Assets 2017: $785,477Liabilities 2017: $0Net Assets 2017: $785,4772017Assets 2018: $836,033Liabilities 2018: $0Net Assets 2018: $836,0332018Assets 2019: $818,974Liabilities 2019: $0Net Assets 2019: $818,9742019Assets 2020: $804,192Liabilities 2020: $0Net Assets 2020: $804,1922020Assets 2021: $888,560Liabilities 2021: $0Net Assets 2021: $888,5602021Assets 2022: $1,113,522Liabilities 2022: $1,840Net Assets 2022: $1,111,6822022Assets 2023: $1,092,808Liabilities 2023: $0Net Assets 2023: $1,092,8082023Assets 2024: $1,164,679Liabilities 2024: $0Net Assets 2024: $1,164,6792024

Highlighted filing

2016

Assets$676,360
Liabilities$35,794
Net Assets$640,566
Open 2016 Filing

Operations Trend

Revenue Growth5th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2013: $394,000Expenses 2013: $0Net Income 2013: $394,0002013Revenue 2014: $416,371Expenses 2014: $25,000Net Income 2014: $391,3712014Revenue 2015: $242,945Expenses 2015: $37,936Net Income 2015: $205,0092015Revenue 2016: $87,318Expenses 2016: $52,521Net Income 2016: $34,7972016Revenue 2017: $282,321Expenses 2017: $65,597Net Income 2017: $216,7242017Revenue 2018: $133,754Expenses 2018: $68,820Net Income 2018: $64,9342018Revenue 2019: $59,211Expenses 2019: $73,820Net Income 2019: -$14,6092019Revenue 2020: $12,592Expenses 2020: $69,648Net Income 2020: -$57,0562020Revenue 2021: $124,389Expenses 2021: $80,516Net Income 2021: $43,8732021Revenue 2022: $308,328Expenses 2022: $80,920Net Income 2022: $227,4082022Revenue 2023: $42,618Expenses 2023: $60,900Net Income 2023: -$18,2822023Revenue 2024: $169,610Expenses 2024: $96,592Net Income 2024: $73,0182024

Highlighted filing

2016

Revenue$87,318
Expenses$52,521
Net Income$34,797
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 25, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT G PAULSONAdvisor-$0--
PAULA L PAULSONAdvisor-$0--
MATTHEW O MCCLEARYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
P&b Family Charitable Foundation
EIN
46-7176352
Phone
8017562915
Address
9433 MARKSBURY CIRCLE, SANDY, UT 84092

Signing Officer

Name
Matt Mccleary
Title
Trustee
Signed
2017-04-25
Discuss with paid preparer
Yes

Preparer

Firm
King & McCleary LLC
Address
240 W Main Street, American Fork, UT 84003
Preparer
Matthew O Mccleary
Phone
8017562915
Raw XML Appendix266 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt01600
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING & TAX PREP FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01600
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt048192
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt165966
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2117233
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3444011
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ARCH CAPITAL GROUP - ACGL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1DIAGEO PLC NEW ADR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2JOHNSON & JOHNSON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3ARTISAN GLOBAL VALUE FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0129435
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1103940
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2230420
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3688625
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt016801
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt08947
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt025749
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt025749
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01600
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01600
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt08947
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt050000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt050000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt061569
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt016801
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt016801
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt034797
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt08947
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt087
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt087
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt08947
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt023228
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0834
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0834
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt050000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt02521
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt052521
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt025749
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt087318
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt02521
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt02521
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt08947
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt08947
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt08947
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CAPITAL GAIN DISTRIBUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt08947
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt034797
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0640566
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0605769
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0640566
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt049688
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt049688
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt049688
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt050153
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0465
IRS990PF/DistributableAmountGrp/TotalTaxAmt0465
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0493
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0958
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0465
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0493
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0465
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0465
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0958
IRS990PF/FMVAssetsEOYAmt01153378
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt0605769
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt0640566
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt08268
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0597501
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0675402
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01152420
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt035794
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt0958
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt0958
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0605769
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0676360
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01153378
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt035794
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0605769
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0676360
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0605769
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0640566
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01018329
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt09220
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01009109
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt015275
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt050153
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01003054
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01018329
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROBERT G PAULSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1PAULA L PAULSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MATTHEW O MCCLEARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0ADVISOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1ADVISOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt09433 MARKSBURY CIRCLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt19433 MARKSBURY CIRCLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2240 W MAIN ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SANDY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SANDY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2AMERICAN FORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0UT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1UT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2UT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd084092
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd184092
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd284003
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt050000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt050000
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt050000
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0240 W MAIN STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0AMERICAN FORK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0UT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd084003
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MATTHEW MCCLEARY TRUSTEE
IRS990PF/StatementsRegardingActyGrp/PhoneNum08017562915
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt050000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0RELIGIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501c3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0LDS CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt050 E NORTH TEMPLE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SALT LAKE CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd084150
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt050000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt049688
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt049688
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0849
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01161
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0312
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0849
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt050000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0312
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01161
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0849
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ROBERT PAULA PAULSON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt09433 MARKSBURY CIRCLE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SANDY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0UT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd084092
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt099932
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt099932
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc06,506 SHARES ARTISAN GLOBAL VALUE FD
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02016-12-22
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0MARGIN LOAN
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt035794
TaxesSchedule/TaxesDetail/Amt0834
TaxesSchedule/TaxesDetail/CategoryTxt0NET INVESTMENT INCOME TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0834
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MATT MCCLEARY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0P&B FAMILY CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0P&BF
ReturnHeader/Filer/EIN0467176352
ReturnHeader/Filer/PhoneNum08017562915
ReturnHeader/Filer/USAddress/AddressLine1Txt09433 MARKSBURY CIRCLE
ReturnHeader/Filer/USAddress/CityNm0SANDY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084092
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0King & McCleary LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0240 W Main Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0American Fork
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084003
ReturnHeader/PreparerPersonGrp/PhoneNum08017562915
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW O MCCLEARY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-04-25T12:00:31-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$676,360
Liabilities
$35,794
Net assets
$640,566
Revenue
$87,318
Expenses
$52,521
Net income
$34,797
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.16$0.00$1.16$0.17$0.10$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.09$0.00$1.09$0.04$0.06$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.31$0.08$0.23
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.00$0.89$0.12$0.08$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.80$0.00$0.80$0.01$0.07$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.06$0.07$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.84$0.00$0.84$0.13$0.07$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.79$0.00$0.79$0.28$0.07$0.22
2016Detailed filing. Detailed filing data is available for this year.$0.68$0.04$0.64$0.09$0.05$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.24$0.04$0.21
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.47$0.00$0.47$0.42$0.03$0.39
2013Summary only. Only limited summary data is available for this year.$0.39$0.00$0.39$0.00$0.39