LARRY H MILLER & GAIL MILLER FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LARRY H MILLER & GAIL MILLER FAMILY FOUNDATION (EIN 51-0641922)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202423199349105027
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Contractor Compensation Expln
- Depreciation Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T16:14:48-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 W SOUTH TEMPLE STE 1500 | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 510641922 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LARRY H MILLER AND GAIL MILLER | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MARK TYLER | InCareOfNm |
| Business Name Control | LARR | BusinessNameControlTxt |
| Phone | 8015634100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9350 S 150 E STE 1000 | AddressLine1Txt |
| City | SANDY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 840702721 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DON STIRLING | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8015634100 | PhoneNum |
| Signature | 2024-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRADLEY R GARDNER | PreparerPersonNm |
| PTIN | P01320854 | PTIN |
| Phone | 8013338000 | PhoneNum |
| Preparation | 2024-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $681,047,144 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $12,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $16,470,094 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,959,494 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$3,239,020 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $281,468,741 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,268,994 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $56,703,586 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,645,014 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $81,934,660 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $21,873,502 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $852,239 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $833,489 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,706,423 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,706,423 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $272,258 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $91,839 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $8,599,184 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,799,421 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $14,430,104 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,431,172 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $28,040,884 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $28,040,884 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $42,470,988 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,431,172 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $28,040,884 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $39,463,672 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,442,330 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,677,749 | CashBOYAmt |
| Sav And Temp Cash Invst EOY | $11,657,326 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,657,326 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $11,465,616 | AcctRcvblAmt |
| Acct Rcvbl EOY | $11,465,616 | AcctRcvblEOYAmt |
| Other Investments BOY | $638,095,589 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $660,128,876 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $669,389,818 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $643,773,338 | TotalAssetsBOYAmt |
| Total Assets EOY | $683,251,818 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $681,047,144 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $3,941 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $18,750 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $3,941 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $18,750 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $643,769,396 | CapitalStockBOYAmt |
| Capital Stock EOY | $683,233,068 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $643,769,396 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $683,233,068 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $643,773,337 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $683,251,818 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $643,769,396 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $39,463,672 | ExcessRevenueOverExpensesAmt |
| Subtotal | $683,233,068 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $683,233,068 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| LONG-TERM CAP GAIN/LOSS | $231,428,868 | $228,631,246 | $2,797,622 | $2,797,622 |
| SHORT-TERM CAP GAIN/LOSS | $50,039,874 | $50,568,502 | -$528,628 | -$528,628 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,268,994 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $159,048 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $159,048 | SubtotalAmt |
| Tax Based On Investment Income | $159,048 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $220,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $55,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $275,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $115,952 | OverpaymentAmt |
| Applied To ES Tax | $115,952 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | UT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK TYLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8015634100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9350 SOUTH 150 EAST SUITE 1000 | AddressLine1Txt |
| City | SANDY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84070 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| KAREN GAIL MILLER | ||||||||
| 9350 S 150 E STE 1000 | SANDY | UT | 840702721 | TRUSTEE / DIRECTOR/ VP | 0 | $0 | $0 | $0 |
| GREGORY S MILLER | ||||||||
| 9350 S 150 E STE 1000 | SANDY | UT | 840702721 | DIRECTOR | 0 | $0 | $0 | $0 |
| STEPHEN F MILLER | ||||||||
| 9350 S 150 E STE 1000 | SANDY | UT | 840702721 | DIRECTOR/VICE PRESIDENT | 0 | $0 | $0 | $0 |
| BRILLIANT MILLER | ||||||||
| 9350 S 150 E STE 1000 | SANDY | UT | 840702721 | DIRECTOR | 0 | $0 | $0 | $0 |
| KAREN R WILLIAMS | ||||||||
| 9350 S 150 E STE 1000 | SANDY | UT | 840702721 | DIRECTOR | 0 | $0 | $0 | $0 |
| CARISA A MILLER | ||||||||
| 9350 S 150 E STE 1000 | SANDY | UT | 840702721 | DIRECTOR | 0 | $0 | $0 | $0 |
| ZANE MILLER | ||||||||
| 9350 S 150 E STE 1000 | SANDY | UT | 840702721 | DIRECTOR | 0 | $0 | $0 | $0 |
| DON STIRLING | ||||||||
| 9350 S 150 E STE 1000 | SANDY | UT | 840702721 | PRESIDENT | 0 | $0 | $0 | $0 |
| JULIE RAMOS | ||||||||
| 9350 S 150 E STE 1000 | SANDY | UT | 840702721 | SECRETARY | 0 | $0 | $0 | $0 |
| RANDY WRIGHT | ||||||||
| 9350 S 150 E STE 1000 | SANDY | UT | 840702721 | TREASURER | 0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ZIONS BANCORPORATION NA | |||||
| PO BOX 30880 | SALT LAKE CITY | UT | 841300880 | 0 | $240,329 |
| GOLDMAN SACHS & CO LLC | |||||
| 200 WEST STREET | NEW YORK | NY | 10282 | 0 | $1,415,707 |
| MERCATO PARTNERS TRAVERSE IV QP LP | |||||
| 2750 E COTTONWOOD PARKWAY STE 500 | SALT LAKE CITY | UT | 84121 | 0 | $196,030 |
| M3 PARTNERS LP | |||||
| 2070 E 2100 S STE 250 | SALT LAKE CITY | UT | 84109 | 0 | $229,527 |
| VENDERA RESOURCES V-B LP | |||||
| 5949 SHERRY LN STE 1600 | DALLAS | TX | 75225 | 0 | $200,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 17 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $659,976,464 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,985,783 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $665,962,247 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $665,962,247 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,989,434 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $655,972,813 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $32,798,641 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $32,798,641 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $159,048 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $159,048 | TotalTaxAmt |
| Distributable Before Adj | $32,639,593 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $32,639,593 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $32,639,593 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $28,040,884 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $28,040,884 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $32,639,593 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $226,144 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $28,040,884 | QualifyingDistributionsAmt |
| Applied To Year1 | $226,144 | AppliedToYear1Amt |
| Applied To Current Year | $27,814,740 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Undistributed Income CY | $4,824,853 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KAREN G MILLER | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHMENT 1 | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE ATTACHMENT 1 | AddressLine1Txt |
| City | SEE ATTACHMENT | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84070 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | SEE ATTACHMENT 1 | GrantOrContributionPurposeTxt |
| Amt | $28,040,884 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $28,040,884 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHWEST PERFORMING ARTS CENTER | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 828 DESERT HILLS DR E | AddressLine1Txt |
| City | ST GEORGE | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84790 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | GENERAL FINANCIAL SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $0 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $5,000,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,470,094 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$3,239,020 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 PICKUP | Desc |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $56,703,586 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $69,934,660 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $69,934,660 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | KAREN G MILLER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9350 SOUTH 150 EAST SUITE 1000 | AddressLine1Txt |
| City | SANDY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84070 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $12,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $852,239 | Amt |
| Net Investment Income | $833,489 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp (5 entries)
| ExplanationExplanationTxt |
|---|
| ZIONS BANCORPORATION N A |
| INVESTMENT MANAGEMENT FEES |
| GOLDMAN SACHS CO LLC |
| INVESTMENT MANAGEMENT FEES |
| MERCATO PARTNERS TRAVERSE IV QP LP |
| INVESTMENT MANAGEMENT FEES |
| M3 PARTNERS LP |
| INVESTMENT MANAGEMENT FEES |
| VENDERA RESOURCES V-B LP |
| INVESTMENT MANAGEMENT FEES |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS-ATTACHMENT 2 | CategoryOrItemTxt |
| Book Value | $660,128,876 | BookValueAmt |
| EOYFMV | $669,389,818 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 OTHER DEDUCTIONS | Desc |
| Revenue And Expenses Per Books | $8,599,184 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,799,421 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 PICKUP | Desc |
| Revenue And Expenses Per Books | $56,703,586 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,645,014 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $4,706,423 | Amt |
| Net Investment Income | $4,706,423 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $2,179 | $91,839 |
| EXCISE TAX | $270,079 | $0 |