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Nonprofit · EIN 87-0471168

THE ALVIN E MALSTROM FOUNDATION

Tax-exempt · TAYLORSVILLE, UT 84129

Financials

$417K$460K2023$291K$419K2024$308K$495K2025
Revenue Expenses · by fiscal year end
Financials of THE ALVIN E MALSTROM FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$308,367$494,932-$186,565$201,767$0$201,767
December 31, 2024990-PF$291,111$418,909-$127,798$388,331$0$388,331
December 31, 2023990-PF$416,723$459,525-$42,802$516,129$0$516,129
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$220,000
Interest
$19,338
Net gain from sales of assets
$45,555
Other income
$23,474

Expenses

Grants and similar amounts paid
$492,281
Disbursements for charitable purposes
$492,281
Excise tax on investment income
$595

Balance sheet and other

Total assets, start of year
$388,332
Total assets, end of year
$201,767
Total liabilities, end of year
$0
Net assets, end of year
$201,767
Fair market value of assets
$201,767
Qualifying distributions
$492,281
Net investment income
$42,812

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
JOAN L SORENSEN
9325 SOUTH 700 EAST, SANDY, UT 84070
TRUSTEE0$0
STEVEN B WHITE
2195 WEST 5400 SOUTH SUITE 200, TAYLORSVILLE, UT 84129
PRESIDENT0$0
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
JOAN L SORENSEN
9325 SOUTH 700 EAST, SANDY, UT 84070
TRUSTEE0$0
STEVEN B WHITE
2195 WEST 5400 SOUTH SUITE 200, TAYLORSVILLE, UT 84129
PRESIDENT0$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
JOAN L SORENSEN
9325 SOUTH 700 EAST, SANDY, UT 84070
TRUSTEE0$0
STEVEN B WHITE
2195 WEST 5400 SOUTH SUITE 200, TAYLORSVILLE, UT 84129
PRESIDENT0$0

Address and contacts

Address (IRS master file)
2195 W 5400 S STE 200, TAYLORSVILLE, UT 84129-1444
Signed the 990-PF
STEVEN B WHITE, PRESIDENT
Phone
(801) 963-4036
Return prepared by
S B WHITE PC

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
87-0471168
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
1997
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$201,767
Income (IRS master file)
$589,822

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$308,367$494,932$201,767XML
990-PFDecember 2024$291,111$418,909$388,331XML
990-PFDecember 2023$416,723$459,525$516,129XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––IRS
990-PFDecember 2018–––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 87-0471168).

Questions about THE ALVIN E MALSTROM FOUNDATION

What is the EIN of THE ALVIN E MALSTROM FOUNDATION?
The employer identification number (EIN) of THE ALVIN E MALSTROM FOUNDATION is 87-0471168.
Is THE ALVIN E MALSTROM FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
Are donations to THE ALVIN E MALSTROM FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE ALVIN E MALSTROM FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of THE ALVIN E MALSTROM FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE ALVIN E MALSTROM FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of THE ALVIN E MALSTROM FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does THE ALVIN E MALSTROM FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $308,367, expenses of $494,932 and total assets of $201,767 at year end.

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