The Joanne L Shrontz Family Foundation

Salt Lake Cty, UT
Tax-exempt since Feb. 2009
EIN: 20-8515544

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$570k (2024)

Expenses

$353k (2024)

Total Assets

$4.22M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$570,329

Expenses

$352,774

Net Income

$217,555

Net Assets

$4,216,373

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$134,872	23.6%
Sales of Assets	$422,175	74.0%
Other Income	$13,282	2.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$267,678	75.9%
Compensation of Officers*	$8,000	2.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,216,373
Total Liabilities	$0
Net Assets	$4,216,373

Compensation

Key Employees and Officers	Compensation	Other
Ellen E Rossi (Advisory Committee)	$2,000	$0
Dr Erik C Erlingsson (Advisory Committee)	$2,000	$0
Mathieu C Shrontz (Advisory Committee)	$2,000	$0
Charles H Livsey (Advisory Committee)	$2,000	$0

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990-PF

Filed on Nov. 4, 2025

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2023

Revenue

$301,590

Expenses

$237,130

Net Income

$64,460

Net Assets

$3,989,846

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$136,130	45.1%
Sales of Assets	$130,948	43.4%
Other Income	$34,512	11.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$160,946	67.9%
Compensation of Officers*	$12,000	5.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,989,846
Total Liabilities	$0
Net Assets	$3,989,846

Compensation

Key Employees and Officers	Compensation	Other
Ellen E Rossi (Advisory Committee)	$2,000	$0
Dr Erik C Erlingsson (Advisory Committee)	$2,000	$0
Clark P Giles (Trustee/Advisory Committee)	$2,000	$0
Herbert C Livsey (Advisory Committee)	$2,000	$0
Mathieu C Shrontz (Advisory Committee)	$2,000	$0
Charles H Livsey (Advisory Committee)	$2,000	$0

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990-PF

Filed on Oct. 11, 2024

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2022

Revenue

$73,393

Expenses

$310,447

Net Income

-$237,054

Net Assets

$3,915,481

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$130,317	> 100%
Sales of Assets	-$69,835
Other Income	$12,911	17.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$250,187	80.6%
Compensation of Officers*	$12,000	3.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,924,481
Total Liabilities	$9,000
Net Assets	$3,915,481

Compensation

Key Employees and Officers	Compensation	Other
Ellen E Rossi (Advisory Committee)	$2,000	$0
Dr Erik C Erlingsson (Advisory Committee)	$2,000	$0
Clark P Giles (Trustee/Advisory Committee)	$2,000	$0
Herbert C Livsey (Advisory Committee)	$2,000	$0
Mathieu C Shrontz (Advisory Committee)	$2,000	$0
Charles H Livsey (Advisory Committee)	$2,000	$0

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990-PF

Filed on June 7, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$450,044

Expenses

$309,687

Net Income

$140,357

Net Assets

$4,073,808

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$69,380	15.4%
Sales of Assets	$365,618	81.2%
Other Income	$15,046	3.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$237,803	76.8%
Compensation of Officers*	$12,000	3.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,098,808
Total Liabilities	$25,000
Net Assets	$4,073,808

Compensation

Key Employees and Officers	Compensation	Other
Ellen E Rossi (Advisory Committee)	$2,000	$0
Dr Erik C Erlingsson (Advisory Committee)	$2,000	$0
Clark P Giles (Trustee/Advisory Committee)	$2,000	$0
Herbert C Livsey (Advisory Committee)	$2,000	$0
Mathieu C Shrontz (Advisory Committee)	$2,000	$0
Charles H Livsey (Advisory Committee)	$2,000	$0

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990-PF

Filed on Nov. 10, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$64,625

Expenses

$284,316

Net Income

-$219,691

Net Assets

$3,933,451

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$67,381	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$209,237	73.6%
Compensation of Officers*	$12,000	4.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,975,451
Total Liabilities	$42,000
Net Assets	$3,933,451

Compensation

Key Employees and Officers	Compensation	Other
Ellen E Rossi (Advisory Committee)	$2,000	$0
Dr Erik C Erlingsson (Advisory Committee)	$2,000	$0
Clark P Giles (Trustee/Advisory Committee)	$2,000	$0
Herbert C Livsey (Advisory Committee)	$2,000	$0
Mathieu C Shrontz (Advisory Committee)	$2,000	$0
Charles H Livsey (Advisory Committee)	$2,000	$0

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990-PF

Filed on Sept. 15, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2019

Revenue

$469,203

Expenses

$248,184

Net Income

$221,019

Net Assets

$4,068,098

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$81,686	17.4%
Sales of Assets	$388,381	82.8%
Other Income	-$864

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$204,770	82.5%
Compensation of Officers*	$12,000	4.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,068,099
Total Liabilities	$1
Net Assets	$4,068,098

Compensation

Key Employees and Officers	Compensation	Other
Ellen E Rossi (Advisory Committee)	$2,000	$0
Dr Erik C Erlingsson (Advisory Committee)	$2,000	$0
Clark P Giles (Trustee/Advisory Committee)	$2,000	$0
Herbert C Livsey (Advisory Committee)	$2,000	$0
Mathieu C Shrontz (Advisory Committee)	$2,000	$0
Charles H Livsey (Advisory Committee)	$2,000	$0

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990-PF

Filed on July 14, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$307,213

Expenses

$267,509

Net Income

$39,704

Net Assets

$4,102,202

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$112,524	36.6%
Sales of Assets	$191,043	62.2%
Other Income	$3,646	1.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$204,895	76.6%
Compensation of Officers*	$12,000	4.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,102,202
Total Liabilities	$0
Net Assets	$4,102,202

Compensation

Key Employees and Officers	Compensation	Other
Ellen E Rossi (Advisory Committee)	$2,000	$0
Dr Erik C Erlingsson (Advisory Committee)	$2,000	$0
Clark P Giles (Trustee/Advisory Committee)	$2,000	$0
Herbert C Livsey (Advisory Committee)	$2,000	$0
Mathieu C Shrontz (Advisory Committee)	$2,000	$0
Charles H Livsey (Advisory Committee)	$2,000	$0

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990-PF

Filed on July 15, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$278,390

Expenses

$280,748

Net Income

-$2,358

Net Assets

$3,834,142

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$116,390	41.8%
Sales of Assets	$156,336	56.2%
Other Income	$5,664	2.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$215,126	76.6%
Compensation of Officers*	$12,000	4.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,834,142
Total Liabilities	$0
Net Assets	$3,834,142

Compensation

Key Employees and Officers	Compensation	Other
Ellen E Rossi (Advisory Committee)	$2,000	$0
Dr Erik C Erlingsson (Advisory Committee)	$2,000	$0
Clark P Giles (Trustee/Advisory Com)	$2,000	$0
Herbert C Livsey (Advisory Committee)	$2,000	$0
Mathieu C Shrontz (Advisory Committee)	$2,000	$0
Charles H Livsey (Advisory Committee)	$2,000	$0

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990-PF

Filed on Oct. 16, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$248,265

Expenses

$289,167

Net Income

-$40,902

Net Assets

$3,839,001

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$88,263	35.6%
Sales of Assets	$161,105	64.9%
Other Income	-$1,103

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$233,201	80.6%
Compensation of Officers*	$12,000	4.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,839,001
Total Liabilities	$0
Net Assets	$3,839,001

Compensation

Key Employees and Officers	Compensation	Other
Ellen E Rossi (Advisory Committee)	$2,000	$0
Dr Erik C Erlingsson (Advisory Committee)	$2,000	$0
Clark P Giles (Trustee/Advisory Com)	$2,000	$0
Herbert C Livsey (Advisory Committee)	$2,000	$0
Mathieu C Shrontz (Advisory Committee)	$2,000	$0
Charles H Livsey (Advisory Committee)	$2,000	$0
Maywood Trust Company (Trustee)	$0	$0

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990-PF

Filed on Nov. 10, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$328,439

Expenses

$269,673

Net Income

$58,766

Net Assets

$3,846,150

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$72,833	22.2%
Sales of Assets	$239,829	73.0%
Other Income	$15,777	4.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$213,933	79.3%
Compensation of Officers*	$12,000	4.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,846,150
Total Liabilities	$0
Net Assets	$3,846,150

Compensation

Key Employees and Officers	Compensation	Other
Ellen E Rossi (Advisory Committee)	$2,000	$0
Dr Erik C Erlingsson (Advisory Committee)	$2,000	$0
Clark P Giles (Trustee/Advisory Com)	$2,000	$0
Herbert C Livsey (Advisory Committee)	$2,000	$0
Mathieu C Shrontz (Advisory Committee)	$2,000	$0
Charles H Livsey (Advisory Committee)	$2,000	$0
Maywood Trust Company (Trustee)	$0	$0

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990-PF

Filed on June 15, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$319,258

Expenses

$291,133

Net Income

$28,125

Net Assets

$3,813,215

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$103,880	32.5%
Sales of Assets	$186,431	58.4%
Other Income	$28,947	9.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$242,956	83.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,813,215
Total Liabilities	$0
Net Assets	$3,813,215

Compensation

Key Employees and Officers	Compensation	Other
Ellen E Rossi (Advisory Committee)	$0	$0
Dr Erik C Erlingsson (Advisory Committee)	$0	$0
Clark P Giles (Trustee/Advisory Com)	$0	$0
Herbert C Livsey (Advisory Committee)	$0	$0
Maywood Trust Company (Trustee)	$0	$0
Mathieu C Shrontz (Advisory Committee)	$0	$0

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990-PF

Filed on June 10, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$435,502

Expenses

$280,800

Net Income

$154,702

Net Assets

$3,828,198

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$77,796	17.9%
Sales of Assets	$357,706	82.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$243,179	86.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,838,198
Total Liabilities	$10,000
Net Assets	$3,828,198

Compensation

Key Employees and Officers	Compensation	Other
Ellen E Rossi (Advisory Committee)	$0	$0
Dr Erik C Erlingsson (Advisory Committee)	$0	$0
Clark P Giles (Trustee/Advisory Com)	$0	$0
Herbert C Livsey (Advisory Committee)	$0	$0
Maywood Trust Company (Trustee)	$0	$0
Mathieu C Shrontz (Advisory Committee)	$0	$0

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990-PF

Filed on Nov. 15, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$158,355

Expenses

$276,203

Net Income

-$117,848

Net Assets

$3,669,322

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$28	0.0%
Dividends	$86,749	54.8%
Sales of Assets	$71,578	45.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$241,623	87.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,669,323
Total Liabilities	$1
Net Assets	$3,669,322

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$222,833

Expenses

$179,042

Net Income

$43,791

Net Assets

$3,787,170

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$14	0.0%
Dividends	$122,422	54.9%
Sales of Assets	$100,397	45.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$160,679	89.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,787,171
Total Liabilities	$1
Net Assets	$3,787,170

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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The Joanne L Shrontz Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $570k (2024)

Expenses $353k (2024)

Total Assets $4.22M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$570k (2024)

Expenses

$353k (2024)

Total Assets

$4.22M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007