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Norman C Tanner & Barbara L Tanner 2nd Charitable Support Trust

Tax-deductible

Boulder, CO501(c)(3)Since 2015Human Services EIN 47-7156650Revenue $254K in FY2025Latest return filed Aug 6, 2026

On file with the IRSBoulder, COTax-exempt since Mar 2016Supporting org, Type I — 509(a)(3)

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This Trust is organized exclusively for Charitable, religious, educational, and scientific purposes, including, for such purposes, the making of distributions to organizations that qualify as exempt organizations described under section 501(C)(3) of the internal revenue code, or corresponding section of any future federal tax code. This is a type 1 Charitable Support organization.

501(c)(3) charity; gifts are tax-deductible.
99¢ of each $1 spent went to programs.
Run by 4 volunteers.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
The IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
The latest return is for FY2025, 1 tax year back.
IRS e-file · Filing history
Surplus or deficit
4 of 6
filings with a surplus
Average surplus $1K a year · 0.6% of revenue · last 6 filings
A surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
99%
of spending
99% of spending went to programs.
Pt IX · Ln 25 · col B
Cash reserves
1.7 mo
of spending, in cash
Plus $2.2M in investments, Pt X · Ln 11–13
1.7 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Liabilities are 0% of assets.
Pt X · Ln 26
Independent board members
4
of 4 voting members
4 of 4 voting members are independent.
Pt VI · Ln 1a–1b
In line with peersDifferent from peersFar from peersNo peer rangeNo data yetTap a box for the reason.
Revenue
$254K
+56% vs prior year
Spent
$252K
To programs
99%
Net assets
$2.3M
By yearFY2020–FY2025
Revenue
$254K
FY2025▲ +56%
Tap a bar for its year
Revenue by fiscal year
FY2020$135K
FY2021$163K
FY2022$217K
FY2023$169K
FY2024$163K
FY2025$254K
Expenses
$252K
FY2025▲ +56%
Tap a bar for its year
Expenses by fiscal year
FY2020$137K
FY2021$161K
FY2022$218K
FY2023$164K
FY2024$162K
FY2025$252K
Net assets
$2.3M
FY2025+0.07%
Tap a bar for its year
Net assets by fiscal year
FY2020$2.3M
FY2021$2.3M
FY2022$2.3M
FY2023$2.3M
FY2024$2.3M
FY2025$2.3M

From the FY2025 Form 990 · see the original

990 PDF Support Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Mar 2016.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

99 cents of each dollar spent went to programs.

Program services 99% · $250K Management & general 1% · $2K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? Claim to add context

Who runs it and what they're paid

4 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
Shanna Draper
Trustee / Utah Youth Village
$0Pt VII · Sec A
David Hodges
Trustee / Utah Opera / Symphony
$0Pt VII · Sec A
Jerome Davies
Trustee / University of Utah
$0Pt VII · Sec A
See Norman C Tanner & Barbara L Tanner 2nd Charitable Support Trust executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Provides charitable support to other qualified nonprofit organizations.

Questions for Norman C Tanner & Barbara L Tanner 2nd Charitable Support Trust

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1 program · $250K · in their own filed words · FY2025
01

This trust is organized exclusively for charitable, religious, educational, and scientific purposes, including, for such purposes, the making of distributions to organizations that qualify as exempt organizations described under section 501(c)(3) of the internal revenue code, or corresponding section of any future federal tax code.

$250Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking
Grants paid · 53 grants · $1.1M · 2020–2025
Utah Symphony & OperaUT · FY2025$62,500
Salt Lake Area United WayUT · FY2025$41,667
Westminister CollegeUT · FY2025$33,334
Weber State UniversityUT · FY2025$20,833
Utah Youth VillageUT · FY2025$20,833
Utah Symphony & OperaUT · FY2025$20,833
Gina Bachauer International Piano FoundationUT · FY2025$20,833
Ballet WestUT · FY2025$20,833
University of UtahUT · FY2025$8,334
Utah Symphony & OperaUT · FY2024$32,300
University of UtahUT · FY2024$25,490
Salt Lake Area United WayUT · FY2024$23,600
Westminister CollegeUT · FY2024$16,710
Utah Symphony & OperaUT · FY2024$13,350
Weber State UniversityUT · FY2024$13,350
Gina Bachauer International Piano FoundationUT · FY2024$13,350
Ballet WestUT · FY2024$13,350
Utah Youth VillageUT · FY2024$8,700
See all 53 grants →

By the numbers

The FY2025 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$254K
Ln 12
Investment incomeLn 3$254K
Money outPt IX
$252K
Ln 25
Programscol B$250K
Managementcol C$2K
Owns and owesPt X
$2.3M
net assets · Ln 32
Cash and savingsLn 1–2$36K
Total assetsLn 16$2.3M
LiabilitiesLn 26$0
PeoplePt VI, VII
4
listed · VII A
PaidVII A0
Voting boardVI 1a4
IndependentVI 1b4
2In more detail
Revenue in detailPt VIII
Investment incomeLn 3$254K
Total revenueLn 12$254K
Assets in detailPt X, end of year
SavingsLn 2$36K
Cash and savings togetherLn 1–2$36K
InvestmentsLn 11–13$2.2M
Total assetsLn 16$2.3M
LiabilitiesLn 26$0
Net assetsLn 32$2.3M
OperationsPt I, VI
EmployeesI 50
VolunteersI 64
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$34K$36K
InvestmentsLn 11–13$2.2M$2.2M
Total assetsLn 16$2.3M$2.3M
LiabilitiesLn 26$0$0
Net assetsLn 32$2.3M$2.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$250K$250K
Accounting feesLn 11c$2K$2K
Total functional expensesLn 25$252K$250K$2K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest ViewingFiled with the IRS Aug 6, 2026 $254K$252K$2K$2.3M 990 PDF
FY2024Filed with the IRS Nov 17, 2025 $163K$162K$561$2.3M 990 PDF
FY2023Filed with the IRS Nov 15, 2024 $169K$164K$5K$2.3M 990 PDF
FY2022Filed with the IRS Nov 15, 2023 $217K$218K−$992$2.3M 990 PDF
FY2021Filed with the IRS Nov 15, 2022 $163K$161K$2K$2.3M 990 PDF
FY2020Filed with the IRS Nov 15, 2021 $135K$137K−$2K$2.3M 990 PDF

Schedules filed Part IV

A · Public support D · Assets and endowments I · Grants O · Explanations
See the full FY2025 990
Part I · Summary $253,554 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $162,586$253,554
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $162,586$253,554
I-13 Grants and similar amounts paidPrior year $160,200$250,000
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,825$1,953
I-18 Total expensesPrior year $162,025$251,953
I-19 Revenue less expensesPrior year $561$1,601
Part VI · Governance 4 of 4 board members independent, 4 to look at
VI-1a Voting members of the governing body4
VI-1b Independent voting members4
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $253,554 across 2 lines filed
VIII-3 Investment incomeExcluded from tax $253,554$253,554
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $253,554$253,554
Part IX · Statement of functional expenses $251,953 across 2 lines filed
IX-1 Grants to domestic organizationsPrograms $250,000$250,000
IX-11c Accounting feesManagement $1,953$1,953
IX-25 Total functional expensesPrograms $250,000 · Management $1,953 · Fundraising $0$251,953
Part X · Balance sheet $2,258,054 assets, 7 lines filed
X-2 Savings and temporary cash investmentsStart of year $34,483$36,084
X-12 Other securitiesStart of year $2,221,970$2,221,970
X-16 Total assetsStart of year $2,256,453$2,258,054
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $2,256,453$2,258,054
X-32 Total net assets or fund balancesStart of year $2,256,453$2,258,054
X-33 Total liabilities and net assetsStart of year $2,256,453$2,258,054
Part XI · Reconciliation of net assets $2,258,054 net assets at year end
XI-1 Total revenue$253,554
XI-2 Total expenses$251,953
XI-3 Revenue less expenses$1,601
XI-4 Net assets at start of year$2,256,453
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$2,258,054

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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