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← NORMAN AND BARBARA TANNER 1999 CHARITABLE SUPPORT TR II

Form 990 for tax year 2023

Filed by NORMAN AND BARBARA TANNER 1999 CHARITABLE SUPPORT TR II.

Totals

Total revenue
$147,750
Total expenses
$147,600
Contributions and grants received
$0
Grants paid
$145,500
Program service revenue
$0
Investment income
$147,750
Other revenue
$0
Total assets, end of year
$2,395,984
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$2,395,984
Program services expenses (Part IX)
$145,500
Management and general expenses
$2,100
Fundraising expenses
$0
Program service expenses (Part III)
$145,500

Program services were 98.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $147,750 · related or exempt $147,750

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $145,500 · program services $145,500

  • 11c · Fees: accounting

    total $2,100 · management and general $2,100

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $171 · end of year $321

  • 12 · Investments: other securities

    beginning of year $2,495,922 · end of year $2,395,663

  • 27 · Net assets without donor restrictions

    beginning of year $2,496,093 · end of year $2,395,984

Mission and programs · 2023

Mission

THE NORMAN AND BARBARA TANNER 1999 CHARITABLE SUPPORT TRUST II WAS ESTABLISHED TO SUPPORT THE UTAH SYMPHONY & OPERA.

  • THE NORMAN AND BARBARA TANNER 1999 CHARITABLE SUPPORT TRUST II WAS ESTABLISHED TO SUPPORT THE UTAH SYMPHONY.

    Expenses $145,500 · Grants $145,500

As filed on the 2023 return.

Listed in Part VII

  • Susan L Dickinson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Deon T Hilger

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Rosemarie B Mahyera

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Leslie Peterson

    US/UO TRUSTE

    Total calculated
    $0
    Hours/week
    1

  • Damon R Wood PhD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Provenance

Return type
form_990
Tax year
2023
Filed
14 June 2024
IRS schema version
2023v5.0
Source object
202422059349301127

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