Nonprofit · EIN 87-6225255
M BASTIAN FAMILY FOUNDATION TRUST
Also known as BASTIAN MELANIE L TTEE
Tax-exempt · OREM, UT 84057
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $470,956 | $644,065 | -$173,109 | $6,469,311 | $0 | $6,469,311 |
| December 31, 2023 | 990-PF | $494,943 | $481,933 | $13,010 | $6,642,420 | $0 | $6,642,420 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $252,850
- Interest
- $4,569
- Net gain from sales of assets
- $213,537
Expenses
- Grants and similar amounts paid
- $594,405
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Disbursements for charitable purposes
- $637,742
- Excise tax on investment income
- $6,049
Balance sheet and other
- Total assets, start of year
- $6,642,420
- Total assets, end of year
- $6,469,311
- Total liabilities, end of year
- $0
- Net assets, end of year
- $6,469,311
- Fair market value of assets
- $11,545,503
- Qualifying distributions
- $637,742
- Net investment income
- $478,550
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 |
|---|---|---|---|
| Charles Richard Bastian 1684 West 1925 North, Provo, UT 84604 | Trustee | 1 | $0 |
| Darren Bruce Bastian 1288 West 2180 North, Pleasant Grove, UT 84062 | Trustee | 1 | $0 |
| Jeffrey Hugh Bastian 367 West 110 South, Lindon, UT 84042 | Trustee | 1 | $0 |
| Robert Arlon Bastian 1989 South 120 West, Orem, UT 84058 | Trustee | 1 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Charles Richard Bastian 1684 West 1925 North, Provo, UT 84604 | Trustee | 1 | $0 |
| Darren Bruce Bastian 1288 West 2180 North, Pleasant Grove, UT 84062 | Trustee | 1 | $0 |
| Jeffrey Hugh Bastian 367 West 110 South, Lindon, UT 84042 | Trustee | 1 | $0 |
| Robert Arlon Bastian 1989 South 120 West, Orem, UT 84058 | Trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 51 W CENTER ST STE 305, OREM, UT 84057-4605
- In care of
- % CHARLES RICHARD BASTIAN
- Signed the 990-PF
- Charles Richard Bastian, President
- 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
- 87-6225255
- 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
- 1995
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20J)
- Assets (IRS master file)
- $6,469,311
- Income (IRS master file)
- $931,787
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $470,956 | $644,065 | $6,469,311 | XML |
| 990-PF | December 2023 | $494,943 | $481,933 | $6,642,420 | 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 87-6225255).
Questions about M BASTIAN FAMILY FOUNDATION TRUST
- What is the EIN of M BASTIAN FAMILY FOUNDATION TRUST?
- The employer identification number (EIN) of M BASTIAN FAMILY FOUNDATION TRUST is 87-6225255.
- Is M BASTIAN FAMILY FOUNDATION TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to M BASTIAN FAMILY FOUNDATION TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does M BASTIAN FAMILY FOUNDATION TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of M BASTIAN FAMILY FOUNDATION TRUST 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 M BASTIAN FAMILY FOUNDATION TRUST 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 M BASTIAN FAMILY FOUNDATION TRUST?
- The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does M BASTIAN FAMILY FOUNDATION TRUST have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $470,956, expenses of $644,065 and total assets of $6,469,311 at year end.
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