Nonprofit · EIN 77-0623253
MARSHALL GATES FOUNDATION
Tax-exempt · SANDY, UT 84092
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $260,819 | $1,221,799 | -$960,980 | $10,070,191 | $8,296 | $10,061,895 |
| December 31, 2023 | 990-PF | $2,250,227 | $1,127,611 | $1,122,616 | $11,028,915 | $6,040 | $11,022,875 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $80,025
- Interest
- $9,599
- Net gain from sales of assets
- $108,233
- Other income
- $62,962
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $102,500
- Disbursements for charitable purposes
- $591,580
- Excise tax on investment income
- $1,857
Balance sheet and other
- Total assets, start of year
- $11,028,915
- Total assets, end of year
- $10,070,191
- Total liabilities, end of year
- $8,296
- Net assets, end of year
- $10,061,895
- Fair market value of assets
- $13,926,102
- Qualifying distributions
- $591,580
- Net investment income
- $197,857
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 |
|---|---|---|---|
| CHAD SHEPHERD 3155 S HIDDEN VALLEY DR 166, ST GEORGE, UT 84790 | TRUSTEE | 5 | $102,500 |
| KEVIN P GATES 5497 WALKER ESTATES CIR, SALT LAKE CITY, UT 84117 | TRUSTEE | 5 | $0 |
| ROBERT M TAYLOR 7327 CANYON CENTRE PKWY 200, COTTONWOOD HEIGHTS, UT 84121 | TRUSTEE | 5 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHAD SHEPHERD 3155 S HIDDEN VALLEY DR 166, ST GEORGE, UT 84790 | TRUSTEE | 5 | $94,167 |
| KEVIN P GATES 5497 WALKER ESTATES CIR, SALT LAKE CITY, UT 84117 | TRUSTEE | 5 | $0 |
| ROBERT M TAYLOR 5170 HIGHLAND DRIVE, SALT LAKE CITY, UT 84117 | TRUSTEE | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 9565 S WASATCH BLVD, SANDY, UT 84092-6017
- In care of
- % ROBERT M TAYLOR
- Signed the 990-PF
- ROBERT TAYLOR, TRUSTEE
- Phone
- (801) 273-9960
- Return prepared by
- HBME 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
- 77-0623253
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 2007
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Recreation and sports (N63)
- Assets (IRS master file)
- $10,070,191
- Income (IRS master file)
- $3,585,819
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $260,819 | $1,221,799 | $10,070,191 | XML |
| 990-PF | December 2023 | $2,250,227 | $1,127,611 | $11,028,915 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 77-0623253).
Questions about MARSHALL GATES FOUNDATION
- What is the EIN of MARSHALL GATES FOUNDATION?
- The employer identification number (EIN) of MARSHALL GATES FOUNDATION is 77-0623253.
- Is MARSHALL GATES FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to MARSHALL GATES FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does MARSHALL GATES FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARSHALL GATES 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 MARSHALL GATES 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 MARSHALL GATES FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 1 received compensation from the organization, the highest $102,500 (CHAD SHEPHERD, TRUSTEE).
- How much revenue does MARSHALL GATES FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $260,819, expenses of $1,221,799 and total assets of $10,070,191 at year end.
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