Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
B W BASTIAN FOUNDATION
 
% Bruce W Bastain
Number and street (or P.O. box number if mail is not delivered to street address)51 W CENTER ST STE 755
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
OREM, UT840574605
A Employer identification number

84-1378232
B Telephone number (see instructions)

C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$11,632,884J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 44,610 44,145 44,145
4 Dividends and interest from securities... 110,681 110,681 110,621
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
482,640
b Gross sales price for all assets on line 6a 4,564,282
7 Capital gain net income (from Part IV, line 2)... 482,640
8 Net short-term capital gain.........  
9 Income modifications........... 0
10a Gross sales less returns and allowances 0
b Less: Cost of goods sold.... 0
c Gross profit or (loss) (attach schedule)..... 0 0
11 Other income (attach schedule)....... 0 0 0
12 Total. Add lines 1 through 11........ 637,931 637,466 154,766
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 95,096 95,096 95,096 95,096
14 Other employee salaries and wages...... 0 0 0 0
15 Pension plans, employee benefits....... 18,783 18,783 18,783 18,783
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
29,056 29,056 29,056 29,056
b Accounting fees (attach schedule)....... 0 0 0 0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
124,091 124,091 124,091 124,091
17 Interest............... 0 0 0 0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
7,365 2,147 2,147 2,147
19 Depreciation (attach schedule) and depletion... 0 0 0
20 Occupancy.............. 0 0 0 0
21 Travel, conferences, and meetings....... 3,826 3,826 3,826 3,826
22 Printing and publications.......... 0 0 0 0
23 Other expenses (attach schedule)....... Click to see list of attachments
List of Attached Documents:
// Content
75 75 75 75
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 278,292 273,074 273,074 273,074
25 Contributions, gifts, grants paid....... 874,216 874,216
26 Total expenses and disbursements. Add lines 24 and 25 1,152,508 273,074 273,074 1,147,290
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -514,577
b Net investment income (if negative, enter -0-) 364,392
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 125,661 74,832 74,832
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)..... 0 0  
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow   0 0  
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........   14,005 14,005
10a Investments—U.S. and state government obligations (attach schedule) 93,947 Click to see attachment
List of Attached Documents:
// Content
100,520 		100,371
b Investments—corporate stock (attach schedule)....... 6,226,457 Click to see attachment
List of Attached Documents:
// Content
5,504,866 		8,811,924
c Investments—corporate bonds (attach schedule)....... 673,981 Click to see attachment
List of Attached Documents:
// Content
308,063 		311,301
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow     0  
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,604,254 Click to see attachment
List of Attached Documents:
// Content
2,331,131 		2,317,043
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow     0  
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
3,794 		0 Click to see attachment
List of Attached Documents:
// Content
3,408
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 8,728,094 8,333,417 11,632,884
Liabilities 17 Accounts payable and accrued expenses.......... 485,537 605,237
18 Grants payable................. 0 0
19 Deferred revenue................. 0 0
20 Loans from officers, directors, trustees, and other disqualified persons 0 0
21 Mortgages and other notes payable (attach schedule)......   0
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
0
23 Total liabilities (add lines 17 through 22)......... 485,537 605,237
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 6,409,000 6,409,000
27 Paid-in or capital surplus, or land, bldg., and equipment fund 1,833,557 1,319,180
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 8,242,557 7,728,180
30 Total liabilities and net assets/fund balances (see instructions). 8,728,094 8,333,417
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
8,242,557
2
Enter amount from Part I, line 27a .....................
2
-514,577
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
200
4
Add lines 1, 2, and 3 ..........................
4
7,728,180
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
7,728,180
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a Public Traded Securities      
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 4,564,282 0 4,081,642 482,640
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       482,640
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 482,640
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 5,065
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 5,065
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 5,065
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 14,005
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 14,005
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 8,940
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow8,940 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrow
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowMcKay S Matthews Telephone no.right arrow (801) 225-2455

Located atright arrow51 W CENTER ST STE 755OREMUT ZIP+4right arrow840574605
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
Yes
 
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
Bruce W BastianClick to see attachment
List of Attached Documents:
// Content
Trustee
1.00 		0 0 0
51 West Center
Suite 755
Orem,UT84057
Michael S MarriottClick to see attachment
List of Attached Documents:
// Content
Trustee
30.00 		95,096 18,783 0
51 West Center
Suite 755
Orem,UT84057
McKay S MatthewsClick to see attachment
List of Attached Documents:
// Content
Trustee
1.00 		0 0 0
51 West Center
Suite 755
Orem,UT84057
Clinton FordClick to see attachment
List of Attached Documents:
// Content
Trustee
1.00 		0 0 0
51 West Center
Suite 755
Orem,UT84057
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
 
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
 
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
10,897,771
b
Average of monthly cash balances.......................
1b
327,720
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
11,225,491
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) Click to see attachment
List of Attached Documents:
// Content
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
11,225,491
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
168,382
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
11,057,109
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
552,855
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
552,855
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
5,065
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
2,147
c
Add lines 2a and 2b............................
2c
7,212
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
545,643
4
Recoveries of amounts treated as qualifying distributions................
4
200
5
Add lines 3 and 4............................
5
545,843
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
545,843
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
1,147,290
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) Click to see attachment
List of Attached Documents:
// Content
.................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,147,290
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 545,843
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 492,066
b From 2019...... 419,070
c From 2020...... 397,003
d From 2021...... 466,628
e From 2022...... 420,539
f Total of lines 3a through e ........ 2,195,306
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 1,147,290
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2023 distributable amount..... 545,843
e Remaining amount distributed out of corpus 601,447
5 Excess distributions carryover applied to 2023.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 2,796,753
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		492,066
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		2,304,687
10 Analysis of line 9:
a Excess from 2019.... 419,070
b Excess from 2020.... 397,003
c Excess from 2021.... 466,628
d Excess from 2022.... 420,539
e Excess from 2023.... 601,447
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
Bruce W Bastian
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year
Utah Film Center


50 W Broadway
1125
Salt Lake City,UT84101 		No Relationship PC Charitable 7,500
Volunteers of America


432 W Bearcat Dr
South Salt Lake,UT84115 		No Relationship PC Charitable 15,000
Westminister College


1840 S 1300 E
Salt Lake City,UT84105 		No Relationship PC Education 30,000
Utah Food Bank


3150 S 900 W
South Salt Lake,UT84119 		No Relationship PC Charitable 5,500
Utah Animal Adoption Center


8465 S 700 E
Sandy,UT84070 		No Relationship PC Charitable 10,000
Utah Pride Center


1380 S Main St
Salt Lake City,UT84115 		No Relationship PC Charitable 200,120
Victory Fund Institute


1225 I Street NW
Suite 525
Washington DC,DC20005 		No Relationship PC Charitable 20,000
ACLU of Utah


355 N 300 W
Salt Lake City,UT84103 		No Relationship PC Charitable 18,000
Ballet West


2455 Executive Pkwy
002
Lehi,UT84043 		No Relationship PC Charitable 50,000
Bishop John T Walker School for Boy


1801 Mississippi Ave SE
Washington,DC20020 		No Relationship PC Education 2,500
Uf of U College of Health


383 Colorow Drive
N1 200
Salt Lake City,UT84108 		No Relationship PC Education 12,500
Bridgercare


1288 N 14th Ave
201
Bozeman,MT59715 		No Relationship PC Charitable 5,000
Community Nursing Services


2830 South Redwood Road
Suite A
West Valley City,UT84119 		No Relationship PC Charitable 5,000
Crossroads Urban Center


347 S 400 E
Salt lake City,UT84111 		No Relationship PC Charitable 3,000
EmpowerMT


2300 Regent St Suite 101
Missoula,MT59801 		No Relationship PC Charitable 5,000
Encircle


331 S 600 E
Salt Lake City,UT84102 		No Relationship PC Charitable 25,500
Equality Utah Foundation


350 E 400 S 305
Suite 1900
Salt Lake City,UT84111 		No Relationship PC Charitable 25,000
KUER


101 S Wasatch Dr
N1 200
Salt Lake City,UT84112 		No Relationship PC Charitable 7,500
Operation Warm


PO Box 822431
Philadelphia,PA19182 		No Relationship PC Charitable 2,000
PBS Utah


101 S Wasatch Dr
Salt Lake City,UT84112 		No Relationship PC Charitable 7,500
Plan B theatre


138 W 300 S
Salt Lake City,UT84101 		No Relationship PC Charitable 10,000
Planned Parenthood


654 S 900 E
Salt Lake City,UT84102 		No Relationship PC Charitable 10,000
RDT


PO BOX 510427
Salt Lake City,UT84151 		No Relationship PC Charitable 5,000
Ririe Woodbury


138 W Broadway
N1 200
Salt Lake City,UT84101 		No Relationship PC Charitable 5,000
Road Home


1415 S Main St
Salt Lake City,UT84115 		No Relationship PC Charitable 1,000
Lambda Legal Western Regional Offic


4221 Wilshire Blvd Suite 280
Los Angeles,CA900105123 		No Relationship PC Charitable 10,000
Media Matters for America


PO Box 44811
Washinton,DC20026 		No Relationship PC Charitable 25,000
Ronald McDonald House


935 E South Temple
Suite 1900
Salt Lake City,UT84102 		No Relationship PC Charitable 1,000
Salt Lake Acting Company


168 W 500 N
N1 200
Salt Lake City,UT84103 		No Relationship PC Charitable 7,500
Salt Lake Tribune


90 S 400 W Suite 700
N1 200
Salt Lake City,UT84111 		No Relationship PC Education 10,000
SB Dance


138 W 300 S
N1 200
Salt Lake City,UT84101 		No Relationship PC Charitable 3,000
Northern Utah Coalition


727 24th Street
Suite 2A
Ogden,UT84401 		No Relationship PC Charitable 5,000
Best Friends Animal Shelter


5001 Angel Canyon Road
Kanab,UT84741 		No Relationship PC Charitable 1,000
Big Brothers Big Sisters of Utah


2121 South State Street
Apt 201
South Sale Lake,UT84115 		No Relationship PC Charitable 2,000
GLAAD Inc


104 Weset 29th Street
4th Floor
New York,NY10001 		No Relationship PC Charitable 5,000
National Gallery of Art


2000 South Club Drive
Landover,MD20785 		No Relationship PC Education 2,500
Project Rainbow Utah


308 West 200 South
Suite 308
Salt Lake City,UT84101 		No Relationship PC Charitable 7,000
Salt Lake Academy of Music


1192 Wilmington Ave
Salt Lake City,UT84106 		No Relationship PC Education 5,000
Stand with Trans


23332 Farmington Raod
84
Farmington,MI48336 		No Relationship PC Charitable 5,000
Street Dawg Crew


1365 Teakwood Drive
Taylorsville,UT84123 		No Relationship PC Charitable 250
The INN Between


1216 East 1300 South
Salt Lake City,UT84105 		No Relationship PC Charitable 3,000
Truth Wins Out


6081 Lake Hibiscus Drive
Delray Beach,FL33484 		No Relationship PC Charitable 5,000
Utah Youth Orchestra and Ensembles


P O Box 58168
Salt Lake City,UT84168 		No Relationship PC Charitable 3,500
Utah Humane Society


4242 South 300 West
P O Box 573659
Murray,UT84157 		No Relationship PC Charitable 5,500
Equality Federation


350 East 400 South
305
Salt Lake City,UT84111 		No Relationship PC Charitable 10,000
Jeremy Bullock Memorial Fund


P O Box 942
Condon,MT59826 		No Relationship PC Charitable 5,000
Lyrical Opera Theater


7903 Palladium Drive
West Jordan,UT84099 		No Relationship PC Charitable 2,000
Mountain Springs Music Inc


2993 N Highway 73
Cedar Valley,UT84013 		No Relationship PC Education 1,500
The Mundi Project


PO Box 52096
Salt Lake City,UT84152 		No Relationship PC Charitable 5,000
Nuzzles Co


6466 N HIGHVIEW RD
Peoa,UT84061 		No Relationship PC Charitable 7,500
Pioneer Theater Company U of U


300S 1400 E
Salt Lake City,UT84112 		No Relationship PC Education 2,500
Southern Utah University


351 W University Blvd
Cedar City,UT84720 		No Relationship PC Education 5,000
The Obert C Grace A Tanner Huma


215 Central Campus Dr
Room 110
Salt Lake City,UT84112 		No Relationship PC Charitable 3,000
University of Utah SJ Quinney Col


383 South S University St
Salt Lake City,UT84112 		No Relationship PC Education 3,000
UTAH CENTER FOR LEGAL INCLUSION


645 S 200 E
Salt Lake City,UT84111 		No Relationship PC Charitable 2,000
UTAH HUMANITIES COUNCIL


202 W 300 N
Salt Lake City,UT84103 		No Relationship PC Chaitable 1,000
UTAH METROPOLITAN BALLET


493 North 1030 West
Lindon,UT84042 		No Relationship PC Charitable 5,000
UTAH MUSEUM OF CONTEMPORARY ART


20 S WEST TEMPLE
Salt Lake City,UT84101 		No Relationship PC Education 4,000
Flourish Therapy


1031 S 1130 W
Payson,UT84651 		No Relationship PC Charitable 15,000
The Tyler Clementi Foundation


PO Box 345
Harrison,NJ07029 		No Relationship PC Charitable 7,500
University of Utah Social Work


395 1500 E
Salt Lake City,UT84112 		No Relationship PC Education 5,000
Utah Symphony and Opera


123 W South Temple
N1 200
Salt Lake City,UT84101 		No Relationship PC Charitable 15,000
Alpine School District Foundation


575 N 100 E
American Fork,UT84003 		No Relationship PC Charitable 4,000
ASPCA


424 EAST 92ND STREET
New York,NY101286801 		No Relationship PC Charitable 1,000
Cache Humane Society


2370 West 200 North
Logan,UT843218225 		No Relationship PC Charitable 2,500
Center For Documentary Expression A


243 East 400 South
Suite 301
Salt Lake City,UT841112843 		No Relationship PC Charitable 5,000
Craft Lake City


351 West Pierpont Avenue
Suite 4B
Salt Lake City,UT84101 		No Relationship PC Charitable 2,500
Family Counseling Service of Northe


3518 S Washington Blvd
Ogden,UT84403 		No Relationship PC Charitable 2,500
FreedHearts Inc


P O Box 23731
Federal Way,WA980930731 		No Relationship PC Charitable 4,000
Friends Allies and Mentors of the L


1325 S 500 E
Unit 4
Salt Lake City,UT84105 		No Relationship PC Charitable 2,600
Utah Zoological Society


2600 Sunnyside Avenue
Salt Lake City,UT84108 		No Relationship PC Charitable 5,000
Holter Museum of Art Inc


12 East Lawrence
Helena,MT59601 		No Relationship PC Charitable 1,000
Human Rights Campaign Foundation


1640 Rhode Island Ave NW
Washington,DC200363278 		No Relationship PC Charitable 1,200
Intermountain Opera Association of


2011 North 22nd Avenue
Suite 4B
bozeman,MT59718 		No Relationship PC Charitable 2,500
Junction Dance Co


2614 South 700 East
Salt Lake City,UT84106 		No Relationship PC Charitable 2,000
Lifting Hands International


1167 West Brooklyn Avenue
Salt Lake City,UT84104 		No Relationship PC Charitable 1,000
Mama Dragons


1996 Allison Way
Syracuse,UT84075 		No Relationship PC Charitable 5,000
Oquirrh West Project Inc


1873 West Trail Heights Drive
Riverton,UT84065 		No Relationship PC Charitable 1,000
Reconciliation and Growth Inc


P O Box 17227
Salt Lake City,UT84117 		No Relationship PC Charitable 2,400
The University of Utah Red Butte Ga


300 Wakara Way
Salt Lake City,UT84108 		No Relationship PC Education 5,000
Salt Lake County Animal Services


511 West 3900 South
Salt Lake City,UT84123 		No Relationship PC Charitable 500
Social Good Fund Inc


12651 San Pablo Avenue
Suite 473
Richmond,CA94805 		No Relationship PC Charitable 5,000
Stand4kind


128 East 12300 South
Suite C250
Draper,UT84020 		No Relationship PC Charitable 10,000
The Leonardo


209 East 500 South
Salt Lake City,UT84111 		No Relationship PC Education 10,000
University of Utah Kingsbury Hall


1395 East Presidents Circle
Salt Lake City,UT84112 		No Relationship PC Education 3,000
University of Utah College Educatio


1721 Campus Center Dr
Salt Lake City,UT84112 		No Relationship PC Education 15,000
University of Utah Physical Medicin


85 North Medical Drive
Salt Lake City,UT84132 		No Relationship PC Education 2,500
University of Utah LGBT Reource Ce


200 South Central Campus Drive
Room 409
Salt Lake City,UT84112 		No Relationship PC Education 12,500
Utah Aids Foundation Legacy Health


150 South 1000 East
Salt Lake City,UT84102 		No Relationship PC Charitable 35,500
USGA Foundation


77 Liberty Corner Road
Liberty Corner,NJ07938 		No Relationship SO I Charitable 1,146
Park City-Summit County Arts Counc


P O Box 4455
Park City,UT840604455 		No Relationship PC Education 2,500
Utah Blues Society


8446 South 1330 West
Wes Jrodan,UT84088 		No Relationship PC Charitable 2,500
Utah Chinese Association


1502 Stern Drive
Salt Lake City,UT84123 		No Relationship PC Education 1,000
Emerson Culteral Center Inc


111 South Grand Avenue
Bozeman,MT59715 		No Relationship PC Education 2,500
Wasatch Homeless Health Care Inc


409 South 400 West
Salt Lake City,UT84101 		No Relationship PC Chaitable 3,000
Youth Futures


1790 West Trafalga Way
Unit B
Salt Lake City,UT84116 		No Relationship PC Charitable 15,000
Zigfield Theater Arts


3934 Washington Blvd
Ogden,UT54403 		No Relationship PC Education 1,500
Family Counseling Service of Northe


3518 South Washington Blvd
Ogden,UT84403 		No Relationship PC Charitable 2,500
Springfield Museum of Art


P O Box 34
Springfield,OH45501 		No Relationship PC Education 2,500
Western Montana Gay and Lesbian Com


127 North Higgins Avenue
Missoula,MT59802 		No Relationship PC Charitable 3,000
Total .................................right arrow 3a 874,216
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a     0   0 0
b     0   0 0
c     0   0 0
d     0   0 0
e     0   0 0
f     0   0 0
    0   0 0
gFees and contracts from government agencies          
2 Membership dues and assessments ....   0   0 0
3 Interest on savings and temporary cash
investments ........... 		  0   0 0
4 Dividends and interest from securities ....   0   0 0
5 Net rental income or (loss) from real estate:
aDebt-financed property......   0   0 0
bNot debt-financed property.....   0   0 0
6 Net rental income or (loss) from personal property   0   0 0
7 Other investment income .....   0   0 0
8 Gain or (loss) from sales of assets other than
inventory ............ 		  0   0 0
9 Net income or (loss) from special events:   0   0 0
10 Gross profit or (loss) from sales of inventory   0   0 0
11 Other revenue:
a   		  0   0 0
b     0   0 0
c     0   0 0
d     0   0 0
e     0   0 0
12 Subtotal. Add columns (b), (d), and (e) .. 0 0 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
0
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID: 23017649
Software Version: V2.0


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 InvestmentsCorpBondsSchedule
Name:
B W BASTIAN FOUNDATION
EIN:
84-1378232
Software ID:
23017649
Software Version:
V2.0
Name of Bond End of Year Book Value End of Year Fair Market Value
Corporate Bonds 308,063 311,301

TY 2023 InvestmentsCorpStockSchedule
Name:
B W BASTIAN FOUNDATION
EIN:
84-1378232
Software ID:
23017649
Software Version:
V2.0
Name of Stock End of Year Book Value End of Year Fair Market Value
Morgan Stanley Publicly Traded Securites 5,504,866 8,811,924

TY 2023 InvestmentsGovtObligationsSch
Name:
B W BASTIAN FOUNDATION
EIN:
84-1378232
Software ID:
23017649
Software Version:
V2.0
US Government Securities - End of Year Book Value:

93,947
US Government Securities - End of Year Fair Market Value:

100,371
State & Local Government Securities - End of Year Book Value:


100,520
State & Local Government Securities - End of Year Fair Market Value:


100,371


TY 2023 InvestmentsOtherSchedule2
Name:
B W BASTIAN FOUNDATION
EIN:
84-1378232
Software ID:
23017649
Software Version:
V2.0
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
Exhange Traded Funds and Mutual Funds AT COST 1,900,209 2,103,136
Other Alternate Municipal Bonds AT COST 430,922 213,907

TY 2023 LegalFeesSchedule
Name:
B W BASTIAN FOUNDATION
EIN:
84-1378232
Software ID:
23017649
Software Version:
V2.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Annual Accounting and Tax Return Preparation 29,056 29,056 29,056 29,056


TY 2023 OtherAssetsSchedule
Name:
B W BASTIAN FOUNDATION
EIN:
84-1378232
Software ID:
23017649
Software Version:
V2.0
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
Accrued Interest 3,794 0 3,408


TY 2023 OtherExpensesSchedule
Name:
B W BASTIAN FOUNDATION
EIN:
84-1378232
Software ID:
23017649
Software Version:
V2.0
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Bank Fees 75 75 75 75


TY 2023 OtherIncreasesSchedule
Name:
B W BASTIAN FOUNDATION
EIN:
84-1378232
Software ID:
23017649
Software Version:
V2.0
Description Amount
Uncashed Distribution check 200


TY 2023 OtherProfessionalFeesSchedule
Name:
B W BASTIAN FOUNDATION
EIN:
84-1378232
Software ID:
23017649
Software Version:
V2.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Broker Fees 124,091 124,091 124,091 124,091


TY 2023 TaxesSchedule
Name:
B W BASTIAN FOUNDATION
EIN:
84-1378232
Software ID:
23017649
Software Version:
V2.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Excise and Foreign taxes 7,365 2,147 2,147 2,147