Nonprofit · EIN 20-4214804
FRANCES W BURTON FOUNDATION
Also known as GARY TERAN TTEE
Tax-exempt · SALT LAKE CTY, UT 84121
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $1,500,175 | $466,706 | $1,033,469 | $4,882,977 | $0 | $4,882,977 |
| December 31, 2023 | 990-PF | $183,608 | $329,671 | -$146,063 | $3,865,877 | $0 | $3,865,877 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $81,954
- Dividends
- $85,518
- Interest
- $639
- Net gain from sales of assets
- $1,331,938
- Other income
- $126
Expenses
- Grants and similar amounts paid
- $404,942
- Disbursements for charitable purposes
- $404,942
- Excise tax on investment income
- $347
Balance sheet and other
- Total assets, start of year
- $3,865,877
- Total assets, end of year
- $4,882,977
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,882,977
- Fair market value of assets
- $7,688,739
- Qualifying distributions
- $404,942
- Net investment income
- $86,533
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 |
|---|---|---|---|
| KIM PLAUTZ 7941 S MAJESTIC RIDGE DR, SALT LAKE CITY, UT 84121 | TRUSTEE | 0 | $0 |
| BRET GUNDERSON 146 E 1020 N, OREM, UT 84057 | MEMBER | 0 | $0 |
| GARY W TERAN 6405 S 3000 E STE 250, HOLLADAY, UT 84121 | MEMBER | 0 | $0 |
| ANDREA W BAUER 7325 WHILEAWAY RD, PARK CITY, UT 84098 | MEMBER | 0 | $0 |
| JOHN S BRADLEY 11 E BROADWAY 11TH FLOOR, SALT LAKE CITY, UT 84111 | MEMBER | 0 | $0 |
| SCOTT BURTON 1124 E SUNSET DUNES WAY, DRAPER, UT 84020 | MEMBER | 0 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KIM PLAUTZ 7941 S MAJESTIC RIDGE DR, SALT LAKE CITY, UT 84121 | TRUSTEE | 0 | $0 |
| BRET GUNDERSON 146 E 1020 N, OREM, UT 84057 | MEMBER | 0 | $0 |
| GARY W TERAN 6405 S 3000 E STE 250, HOLLADAY, UT 84121 | MEMBER | 0 | $0 |
| ANDREA W BAUER 7325 WHILEAWAY RD, PARK CITY, UT 84098 | MEMBER | 0 | $0 |
| JOHN S BRADLEY 11 E BROADWAY 11TH FLOOR, SALT LAKE CITY, UT 84111 | MEMBER | 0 | $0 |
| SCOTT BURTON 1124 E SUNSET DUNES WAY, DRAPER, UT 84020 | MEMBER | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 7941 S MAJESTIC RIDGE DR, SALT LAKE CTY, UT 84121-5788
- In care of
- % FIRST WESTERN ADVISORS
- Signed the 990-PF
- KIM PLAUTZ, TRUSTEE
- Phone
- (801) 243-2843
- Return prepared by
- SMITH TAX ADVISORS LLC
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
- 20-4214804
- 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
- 2006
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $4,882,977
- Income (IRS master file)
- $3,586,098
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $1,500,175 | $466,706 | $4,882,977 | XML |
| 990-PF | December 2023 | $183,608 | $329,671 | $3,865,877 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 20-4214804).
Questions about FRANCES W BURTON FOUNDATION
- What is the EIN of FRANCES W BURTON FOUNDATION?
- The employer identification number (EIN) of FRANCES W BURTON FOUNDATION is 20-4214804.
- Is FRANCES W BURTON FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to FRANCES W BURTON FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does FRANCES W BURTON FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of FRANCES W BURTON 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 FRANCES W BURTON 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 FRANCES W BURTON FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
- How much revenue does FRANCES W BURTON FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,500,175, expenses of $466,706 and total assets of $4,882,977 at year end.
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