Civic Intelligence

Arthur J Kirk Mable Poulton Kirk Joseph W Stam and Lavern Kirk Stam

990PF • Fiscal year 2014 • EIN 87-0639862

Jan 01, 2014 to Dec 31, 2014 • Filed on Sep 07, 2015

Organization Profile
PO Box 30880Salt Lake City, UT 84130-0880

(801) 844-7052

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

22nd percentile

-14%

Higher net margin than 22% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

78th percentile

$2,380

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 11.0% of source-year revenue.

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

44th percentile

-0.8%

Faster asset growth than 44% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

21st percentile

-22%

Faster revenue growth than 21% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$371,695

Down $3,040 (-0.8%) from 2013

Net Assets

Down

$371,695

Down $3,040 (-0.8%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin22nd percentile

Revenue

Down

$21,653

Down $6,043 (-22%) from 2013

Expenses

Up

$24,668

Up $6,218 (+34%) from 2013

Net Income

Down

-$3,015

Down $12,261 (-133%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$400K$300K$200K$100K$0Assets 2010: $365,674Liabilities 2010: $3,520Net Assets 2010: $362,1542010Assets 2011: $377,464Liabilities 2011: $12011Assets 2012: $365,489Liabilities 2012: $0Net Assets 2012: $365,4892012Assets 2013: $374,735Liabilities 2013: $0Net Assets 2013: $374,7352013Assets 2014: $371,695Liabilities 2014: $0Net Assets 2014: $371,6952014Assets 2015: $364,800Liabilities 2015: $02015Assets 2019: $356,170Liabilities 2019: $02019Assets 2020: $361,815Liabilities 2020: $3,445Net Assets 2020: $358,3702020Assets 2021: $375,404Liabilities 2021: $0Net Assets 2021: $375,4042021Assets 2022: $365,527Liabilities 2022: $0Net Assets 2022: $365,5272022Assets 2023: $351,280Liabilities 2023: $12023

Highlighted filing

2014

Assets$371,695
Liabilities$0
Net Assets$371,695
Open 2014 Filing

Operations Trend

Revenue Growth21st percentile

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

$40K$20K$0-$20KExpenses 2010: $19,2412010Revenue 2011: $36,367Expenses 2011: $21,057Net Income 2011: $15,3102011Expenses 2012: $33,4432012Revenue 2013: $27,696Expenses 2013: $18,450Net Income 2013: $9,2462013Revenue 2014: $21,653Expenses 2014: $24,668Net Income 2014: -$3,0152014Revenue 2015: $16,726Expenses 2015: $23,082Net Income 2015: -$6,3562015Revenue 2019: $13,971Expenses 2019: $17,458Net Income 2019: -$3,4872019Revenue 2020: $24,944Expenses 2020: $23,336Net Income 2020: $1,6082020Revenue 2021: $36,551Expenses 2021: $15,560Net Income 2021: $20,9912021Revenue 2022: $17,194Expenses 2022: $26,987Net Income 2022: -$9,7932022Revenue 2023: $17,510Expenses 2023: $31,473Net Income 2023: -$13,9632023

Highlighted filing

2014

Revenue$21,653
Expenses$24,668
Net Income-$3,015
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Sep 7, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$2,380-$2,380
Filing and Contact Details

Filer

Filer Name
Stam Joseph W Charitable Trust
EIN
87-0639862
Phone
8018447052
Address
PO BOX 30880, SALT LAKE CITY, UT 84130-0880

Signing Officer

Name
Denisha Harris
Title
Trust Officer
Phone
8018447052
Signed
2015-09-07
Discuss with paid preparer
Yes

Preparer

Firm
Knighton Erb & Company LLC
Address
175 S MAIN ST STE 740, SALT LAKE CITY, UT 84111-2150
Preparer
Shirelle Erb CPA
Phone
8015969999
Raw XML Appendix249 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
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02013-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt12008-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0SCHEDULE ATTACHED
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1SCHEDULE ATTACHED
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt05622
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt179780
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt05705
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt182394
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02014-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12014-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt083
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt12605
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0BONDS & MUTUAL FUNDS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0194541
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0189387
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0158732
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0200873
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0STOCKS & MUTUAL FUNDS
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt010385
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt08663
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt02605
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt019048
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt02605
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt021653
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt08580
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt02380
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt021303
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt021303
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt010385
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt010385
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-3015
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt096679
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt011268
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt017980
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0985
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0985
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt021303
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0985
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt024668
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt018965
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt021653
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0985
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt03365
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt08580
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-3015
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt025
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0371720
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0374735
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0371695
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt020384
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt020384
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt020384
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt020564
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0180
IRS990PF/DistributableAmountGrp/TotalTaxAmt0180
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0426
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0606
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0180
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0426
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0180
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0180
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0606
IRS990PF/FMVAssetsEOYAmt0408182
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt09050
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt017922
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt017922
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0202857
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0194541
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0189387
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0162828
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0158732
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0200873
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt0500
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0374735
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0371695
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0374735
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0371695
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0408182
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0374735
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0371695
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0374735
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0371695
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0417539
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt010868
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0406671
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt06263
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt020564
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0411276
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0417539
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0ZIONS TRUST NATIONAL ASSOCIATION
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine2Txt0ZIONS TRUST NATIONAL ASSOCIATION
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt02380
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 30880
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt0PO BOX 30880
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SALT LAKE CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0UT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0841300880
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt018685
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt018865
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt015203
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt028238
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt018608
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt016194
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt010064
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.045432
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.037320
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.072006
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.046904
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.042406
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.028526
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0180
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0411276
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0407373
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0392161
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0396729
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0381884
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0352796
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt021303
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.227162
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt021123
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt021303
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0180
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt021303
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 30880
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine2Txt0PO BOX 30880
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SALT LAKE CITY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0UT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0841300880
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0ZIONS TRUST NATIONAL ASSOCIATION
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine2Txt0ZIONS TRUST NATIONAL ASSOCIATION
IRS990PF/StatementsRegardingActyGrp/PhoneNum08018447052
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt021303
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0MISSIONARY PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CHURCH OF JESUS CHRIST OF LATTER DA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0CHURCH OF JESUS CHRIST OF LATTER DAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt050 E NORTH TEMPLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt050 E NORTH TEMPLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SALT LAKE CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd084150
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt021303
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/AppliedToCurrentYearAmt06066
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt015237
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt020384
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt021303
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt014318
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt015237
OtherDecreasesSchedule/OtherDecreasesDetail/Amt025
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PENALTY
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0985
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TAX PREPARATION
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0985
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DENISHA HARRIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum08018447052
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-09-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STAM JOSEPH W CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O ZIONS TRUST NATIONAL ASSOC
ReturnHeader/Filer/BusinessNameControlTxt0STAM
ReturnHeader/Filer/EIN0870639862
ReturnHeader/Filer/PhoneNum08018447052
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 30880
ReturnHeader/Filer/USAddress/CityNm0SALT LAKE CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd0841300880
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454791513
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KNIGHTON ERB & COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0175 S MAIN ST STE 740
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SALT LAKE CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0841112150
ReturnHeader/PreparerPersonGrp/PhoneNum08015969999
ReturnHeader/PreparerPersonGrp/PreparationDt02015-09-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHIRELLE ERB CPA
ReturnHeader/ReturnTs02015-09-04T20:09:48-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$371,695
Liabilities
$0
Net assets
$371,695
Revenue
$21,653
Expenses
$24,668
Net income
-$3,015
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$3.51$0.00$0.18$0.31$0.14
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.66$0.00$3.66$0.17$0.27$0.10
2021Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.37$0.16$0.21
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.62$0.03$3.58$0.25$0.23$0.02
2019Summary only. Only limited summary data is available for this year.$3.56$0.00$0.14$0.17$0.03
2015Summary only. Only limited summary data is available for this year.$3.65$0.00$0.17$0.23$0.06
2014Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$0.22$0.25$0.03
2013Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.28$0.18$0.09
2012Detailed filing. Detailed filing data is available for this year.$3.65$0.00$3.65$0.33
2011Summary only. Only limited summary data is available for this year.$3.77$0.00$0.36$0.21$0.15
2010Detailed filing. Detailed filing data is available for this year.$3.66$0.04$3.62$0.19