Nonprofit · EIN 84-1378232
B W BASTIAN FOUNDATION
Also known as BASTIAN BRUCE W TTEE
Tax-exempt · OREM, UT 84057
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $624,029 | $1,273,670 | -$649,641 | $7,596,973 | $518,434 | $7,078,539 |
| December 31, 2023 | 990-PF (amended) | $637,931 | $1,152,508 | -$514,577 | $8,333,417 | $605,237 | $7,728,180 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $124,119
- Interest
- $13,637
- Net gain from sales of assets
- $486,273
Expenses
- Grants and similar amounts paid
- $965,870
- Compensation of officers, directors and key employees
- $83,544
- Salaries, compensation and benefits (total)
- $0
- Disbursements for charitable purposes
- $1,268,605
- Excise tax on investment income
- $4,466
Balance sheet and other
- Total assets, start of year
- $8,333,417
- Total assets, end of year
- $7,596,973
- Total liabilities, end of year
- $518,434
- Net assets, end of year
- $7,078,539
- Fair market value of assets
- $112,738,749
- Qualifying distributions
- $1,268,605
- Net investment income
- $624,029
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Michael S Marriott 51 West Center, Suite 755, Orem, UT 84057 | Trustee | 30 | $83,544 | $24,759 |
| Bruce W Bastian 51 West Center, Suite 755, Orem, UT 84057 | Trustee | 1 | $0 | $0 |
| McKay S Matthews 51 West Center, Suite 755, Orem, UT 84057 | Trustee | 1 | $0 | $0 |
| Clinton Ford 51 West Center, Suite 755, Orem, UT 84057 | Trustee | 1 | $0 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Michael S Marriott 51 West Center, Suite 755, Orem, UT 84057 | Trustee | 30 | $95,096 | $18,783 |
| Bruce W Bastian 51 West Center, Suite 755, Orem, UT 84057 | Trustee | 1 | $0 | $0 |
| McKay S Matthews 51 West Center, Suite 755, Orem, UT 84057 | Trustee | 1 | $0 | $0 |
| Clinton Ford 51 West Center, Suite 755, Orem, UT 84057 | Trustee | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 51 W CENTER ST STE 755, OREM, UT 84057-4605
- In care of
- % BRUCE W BASTAIN
- Signed the 990-PF
- Clinton, Ford
- Phone
- (801) 323-5938
- Return prepared by
- Kirton McConkie
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 84-1378232
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1999
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $7,596,973
- Income (IRS master file)
- $5,006,497
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $624,029 | $1,273,670 | $7,596,973 | IRS |
| 990-PF | December 2023 | $637,931 | $1,152,508 | $8,333,417 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 84-1378232).
Questions about B W BASTIAN FOUNDATION
- What is the EIN of B W BASTIAN FOUNDATION?
- The employer identification number (EIN) of B W BASTIAN FOUNDATION is 84-1378232.
- Is B W BASTIAN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to B W BASTIAN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does B W BASTIAN FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of B W BASTIAN FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did B W BASTIAN FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of B W BASTIAN FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 4 people; 1 received compensation from the organization, the highest $83,544 (Michael S Marriott, Trustee).
- How much revenue does B W BASTIAN FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $624,029, expenses of $1,273,670 and total assets of $7,596,973 at year end.
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All nonprofits in OREM · Utah · Philanthropy, voluntarism and grantmaking foundations