| Field | Data |
|---|---|
| EIN | 87-0488208 |
| Case Number | EO-2021246-000028 |
| Form 1023-EZ version | 12018 |
| Eligibility Worksheet | 1 |
| Organization Name | UTAH PLANNED GIVING ROUNDTABLE |
| Organization’s Mailing Address | 299 S MAIN STREET 10TH FLOOR |
| City | SALT LAKE CITY |
| State | UT |
| ZIP | 84111-2578 |
| Accounting period End | 12 |
| Primary contact name | DAVID HIGHAM |
| Primary contact phone | [Hidden] |
| Primary contact phone extension | [Hidden] |
| Primary contact fax | [Hidden] |
| User fee submitted | $275.00 |
LISA SCHNEIDER
PRESIDENT
2750 E COTTONWOOD PARKWAY STE 520
COTTONWOOD HEIGHTS UT 84121
SCOTT CUNNINGHAM
VICE PRESIDENT
2455 PARLEYS WAY STE 250
SALT LAKE CITY UT 84109
R STEVEN CHAMBERS
COMMITTEE MEMBER
PO BOX 711522
SALT LAKE CITY UT 84171
WAYNE OLSON
COMMITTEE MEMBER
36 SOUTH STATE STREET 8TH FLOOR
SALT LAKE CITY UT 84111
DAVID HIGHAM
TREASURER
299 S MAIN STREET 10TH FLOOR
SALT LAKE CITY UT 84111
| Organization’s website | WWW.UPGRT.ORG |
|---|---|
| Organization’s email | ADMIN@UPGRT.ORG |
| Organization Incorporated | Yes |
| Organization trust | No |
| Necessary Organizing Documents | Yes |
| Organization Incorporation Date | 5/2/2018 |
| Organization Incorporation State | UT |
| Contains Limitation | Yes |
| Does not expressly empower | Yes |
| Contains dissolution | Yes |
| National Taxonomy of Exempt Entities (NTEE) code | B03 - Professional Societies, Associations |
| Organization’s purpose | Charitable: No Religious: No Educational: Yes Scientific: No Literary: No Public Safety: No Amateur Sports: No Cruelty Prevention: No |
| Qualify For Exemption | No |
| Legislation influence | No |
| Compensation of Officer director trustee | No |
| Donation of funds | No |
| Conducting Activities Outside of United States | No |
| Financial transactions with officers | No |
| Unrelated Gross Income $1,000 or More | No |
| Gaming Activity | No |
| Disaster relief assistance | No |
| One Third Support Public | No |
| One Third Support Gifts | Yes |
| Benefit of College | No |
| Private Foundation 508(e) | No |
| Seeking Retroactive Reinstatement | No |
| Seeking Section 7 Reinstatement | No |
| Correctness Declaration | Yes |
| Signature Name | DAVID HIGHAM |
| Signature Title | TREASURER |
| Signature Date | 9/1/2021 |
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