SORENSON LEGACY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: SORENSON LEGACY FOUNDATION (EIN 45-3240491)
Tax period: 2022-01-01 to 2022-12-31
Filed: 2023-11-10
IRS object ID: 202313149349101611
Schema version: 2022v5.0
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
Accounting Fees Schedule
Expenditure Responsibility Stmt
General Explanation Attachment
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Govt Obligations Sch
Investments Other Schedule2
Legal Fees Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-11-10T11:39:19-06:00	ReturnTs
Tax Period End	2022-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	450250958	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	EIDE BAILLY LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	5929 FASHION POINT DR STE 300	AddressLine1Txt
City	OGDEN	CityNm
State Abbreviation	UT	StateAbbreviationCd
ZIP	844034684	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2022-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	453240491	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SORENSON LEGACY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	SORE	BusinessNameControlTxt
Phone	8014619700	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	6900 SOUTH 900 EAST 230	AddressLine1Txt
City	MIDVALE	CityNm
State Abbreviation	UT	StateAbbreviationCd
ZIP	84047	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	CHARLES ANDERSON	PersonNm
Person Title	TREASURER	PersonTitleTxt
Phone	8014619700	PhoneNum
Signature	2023-11-01	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	CHARLES	PersonFirstNm
Person Last	ANDERSON	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (1)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	CHETT CAMPBELL CPA	PreparerPersonNm
PTIN	P01301037	PTIN
Phone	8016211575	PhoneNum
Preparation	2023-11-01	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2022	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$441,627,342	FMVAssetsEOYAmt
Method Of Accounting Other	Yes (X)	MethodOfAccountingOtherInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$11,803,708	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$11,923,704	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$3,244,338	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$20,144,781	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$4,167,151	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$956,859	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$433,598	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$16,004,905	TotalRevAndExpnssAmt
Total Net Invst Incm	$16,524,453	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$585,000	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$310,000	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$275,000	CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss	$77,643	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$0	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$67,483	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$17,000	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$0	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$17,000	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$1,841,062	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$1,335,663	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$500,645	OtherProfFeesDsbrsChrtblAmt
Interest Net Invst Incm	$18,806	InterestNetInvstIncmAmt
Taxes Rev And Expnss	$199,213	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$22,427	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Printing And Pub Rev And Expnss	$5,790	PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm	$0	PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl	$5,790	PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss	$60,796	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$715,599	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$62,328	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$2,786,504	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$2,402,495	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$928,246	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$26,016,665	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$25,046,811	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$28,803,169	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$2,402,495	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$25,975,057	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$12,798,264	ExcessRevenueOverExpensesAmt
Net Investment Income	$14,121,958	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$2,278	CashBOYAmt
Cash EOY	$116,986	CashEOYAmt
Cash EOYFMV	$116,986	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$13,350,698	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$10,519,967	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$10,519,967	SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl BOY	$64,788	AcctRcvblBOYAmt
Other Nts And Loans Rcvbl	$19,500,469	OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct	$0	OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY	$21,796,688	OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY	$19,500,469	OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV	$19,500,469	OtherNtsAndLoansRcvblEOYFMVAmt
Prepaid Expenses BOY	$25,044	PrepaidExpensesBOYAmt
Prepaid Expenses EOY	$26,550	PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV	$26,550	PrepaidExpensesEOYFMVAmt
US Government Obligations BOY	$27,527,894	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$59,008,041	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$59,008,041	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$386,960,795	CorporateStockBOYAmt
Corporate Stock EOY	$260,611,041	CorporateStockEOYAmt
Corporate Stock EOYFMV	$260,611,041	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$16,936,691	CorporateBondsBOYAmt
Corporate Bonds EOY	$31,611,098	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$31,611,098	CorporateBondsEOYFMVAmt
Other Investments BOY	$60,233,190	OtherInvestmentsBOYAmt
Other Investments EOY	$60,233,190	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$60,233,190	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$526,898,066	TotalAssetsBOYAmt
Total Assets EOY	$441,627,342	TotalAssetsEOYAmt
Total Assets EOYFMV	$441,627,342	TotalAssetsEOYFMVAmt
Accounts Payable BOY	$709,575	AccountsPayableBOYAmt
Accounts Payable EOY	$349,071	AccountsPayableEOYAmt
Total Liabilities BOY	$709,575	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$349,071	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$0	CapitalStockBOYAmt
Capital Stock EOY	$0	CapitalStockEOYAmt
Additional Paid In Capital BOY	$520,915,703	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$448,803,747	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$5,272,788	RetainedEarningBOYAmt
Retained Earning EOY	-$7,525,476	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$526,188,491	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$441,278,271	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$526,898,066	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$441,627,342	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$526,188,491	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$12,798,264	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$513,390,227	SubtotalAmt
Other Decreases	$72,111,956	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$441,278,271	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (26 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	Cost Or Other BasisCostOrOtherBasisAmt
REIHDE	P	2022-01-01	2022-12-31	$1,087,761	$1,087,761	$1,087,761
KABOUTER	P	2022-01-01	2022-12-31		-$674,798	-$674,798	$674,798
KABOUTER	P	2022-01-01	2022-12-31		-$1,055,979	-$1,055,979	$1,055,979
LS REAL ESTATE	P	2022-01-01	2022-12-31		-$84,543	-$84,543	$84,543
STEWART	P	2022-01-01	2022-12-31		-$508,933	-$508,933	$508,933
STEWART	P	2022-01-01	2022-12-31		-$881,227	-$881,227	$881,227
G GLOBAL SHARES	P	2022-01-01	2022-12-31		-$1,769,723	-$1,769,723	$1,769,723
EQ-EM GMO EMERGING MARKETS	P	2022-01-01	2022-12-31		-$5,928,779	-$5,928,779	$5,928,779
FL-CR BRECKINRIDGE GOVT/CRED69	P	2022-01-01	2022-12-31		-$71,867	-$71,867	$71,867
FL-CR BRECKINRIDGE GOVT/CRED70	P	2022-01-01	2022-12-31		-$84,778	-$84,778	$84,778
GMO SGMF	P	2022-01-01	2022-12-31		-$288,273	-$288,273	$288,273
SEPIO HEDGED EQUITY	P	2022-01-01	2022-12-31		-$194,668	-$194,668	$194,668
EQ-IG BLACKROCK IMPACT FUND	P	2022-01-01	2022-12-31		-$1,495,220	-$1,495,220	$1,495,220
EQ-US EQUITY SECURITIES	P	2022-01-01	2022-12-31	$84,015	$84,015	$84,015
EQ-UM ATLANTA CAP SMID CORE	P	2022-01-01	2022-12-31	$4,066,339	$4,066,339	$4,066,339
EQ-UL VANGUARD SP500 ETF	P	2022-01-01	2022-12-31	$4,015,337	$4,015,337	$4,015,337
EQ-UL LONDON CO DIVIDEND FOCUS	P	2022-01-01	2022-12-31	$125,242	$125,242	$125,242
EQ-UL EAGLE LARGE CAP VALUE	P	2022-01-01	2022-12-31	$6,587,334	$6,587,334	$6,587,334
EQ-ID JO HAMBRO INTL DEV	P	2022-01-01	2022-12-31		-$1,279,599	-$1,279,599	$1,279,599
EQ-IE ISHARES CORE MSCI EM EFT	P	2022-01-01	2022-12-31		-$1,297,120	-$1,297,120	$1,297,120
EQ-IE OPPENHEIMER EMERG/DEVELOP	P	2022-01-01	2022-12-31		-$171,861	-$171,861	$171,861
EQ-UL LOOMIS SAYLES LC GROWTH	P	2022-01-01	2022-12-31	$1,909,217	$1,909,217	$1,909,217
EQ-ID GQG INT'L EQUITY	P	2022-01-01	2022-12-31	$1,766,179	$1,766,179	$1,766,179
EQ-MC PACIFIC RIDGE CAPITAL	P	2022-01-01	2022-12-31	$503,357	$503,357	$503,357
EQ-UL VANUARD LARGE CAP VALUE ETF	P	2022-01-01	2022-12-31		-$5,378	-$5,378	$5,378
EQ-SM VANGUARD SMID INDEX	P	2022-01-01	2022-12-31		-$184,884	-$184,884	$184,884

Field	Value	IRS element (for citing)
Capital Gain Net Income	$4,167,151	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$196,295	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$196,295	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$196,295	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$253,072	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$253,072	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$0	EsPenaltyAmt
Overpayment	$56,777	OverpaymentAmt
Applied To ES Tax	$56,777	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	UT	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	Yes (1)	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	SORENSONLEGACYFOUNDATION.ORG	WebsiteAddressTxt
Individual With Books	TREASURER	IndividualWithBooksNm
Phone	8014619700	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	6900 S 900 E 230	AddressLine1Txt
City	MIDVALE	CityNm
State Abbreviation	UT	StateAbbreviationCd
ZIP	84047	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	Yes (1)	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	Yes (1)	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	0	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	Yes (1)	BusinessHoldingsInd
Excess Business Holdings	0	ExcessBusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc	0	TransactionsFailToQlfyAsExcInd
Maintained Expenditure Rspns	Yes (1)	MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 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
ANN CROCKER
6900 S 900 E 230	MIDVALE	UT	84047	DIRECTOR	4.00	$60,500	$0	$0
GARY CROCKER
6900 S 900 E 230	MIDVALE	UT	84047	DIRECTOR	4.00	$67,500	$0	$0
CHRISTINE HARRIS
6900 S 900 E 230	MIDVALE	UT	84047	DIRECTOR	3.00	$78,500	$0	$0
DALE HARRIS
6900 S 900 E 230	MIDVALE	UT	84047	DIRECTOR	5.00	$81,500	$0	$0
SHAUNA JOHNSON
6900 S 900 E 230	MIDVALE	UT	84047	DIRECTOR	5.00	$69,500	$0	$0
RALPH JOHNSON
6900 S 900 E 230	MIDVALE	UT	84047	DIRECTOR	6.00	$82,500	$0	$0
CAROL SMITH
6900 S 900 E 230	MIDVALE	UT	84047	DIRECTOR	5.00	$18,000	$0	$0
THOM WILLIAMSEN
6900 S 900 E 230	MIDVALE	UT	84047	DIRECTOR	3.00	$65,000	$0	$0
GAIL WILLIAMSEN
6900 S 900 E 230	MIDVALE	UT	84047	DIRECTOR	3.00	$62,000	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Service TypeServiceTypeTxt	CompensationCompensationAmt
SEPIO CAPITAL LLC
50 CALIFORNIA STREET SUITE 3525	SAN FRANCISCO	CA	94111	CONSULTING	$707,166
SDI RESIDUAL ASSETS LLC
6900 S 900 E 230	MIDVALE	UT	84047	CONSULTING	$440,000
EAGLE CAPITAL MANAGEMENT LLC
499 PARK AVENUE 17TH FLOOR	NEW YORK	NY	10022	CONSULTING	$217,751
PACIFIC RIDGE CAPITAL
4900 MEADOWS RD 320	LAKE OSWEGO	OR	97035	CONSULTING	$213,064
ATLANTA CAPITAL MANAGEMENT COMPANY LLC
1075 PEACHTREE STREET NE STE 2100	ATLANTA	GA	30309	CONSULTING	$100,779

Field	Value	IRS element (for citing)
Contractor Paid Over50k	1	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$371,842,148	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$15,103,976	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$88,201,435	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$475,147,559	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$475,147,559	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$7,127,213	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$468,020,346	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$23,401,017	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$23,401,017	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$196,295	TaxBasedOnInvestmentIncomeAmt
Total Tax	$196,295	TotalTaxAmt
Distributable Before Adj	$23,204,722	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$23,204,722	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$23,204,722	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$25,975,057	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$25,975,057	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$23,204,722	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$1,561,134	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$4,022,026	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$6,711,240	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$1,571,742	ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov	$13,866,142	TotalExcessDistributionCyovAmt
Qualifying Distributions	$25,975,057	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$23,204,722	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$2,770,335	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$16,636,477	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$1,561,134	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$15,075,343	ExcessDistriCyovToNextYrAmt
Excess From Year4	$4,022,026	ExcessFromYear4Amt
Excess From Year3	$6,711,240	ExcessFromYear3Amt
Excess From Year2	$1,571,742	ExcessFromYear2Amt
Excess From Current Year	$2,770,335	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	SORENSON LEGACY FOUNDATION	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	6900 S 900 E SUITE 230	AddressLine1Txt
City	MIDVALE	CityNm
State Abbreviation	UT	StateAbbreviationCd
ZIP	84047	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	8014619700	RecipientPhoneNum
Form And Info And Materials	APPLICANTS MAY APPLY ONLINE OR REQUEST A COPY OF THE GRANT APPLICATION IN PERSON. ALL APPLICATIONS ARE REVIEWED AND SCREENED BY THE FOUNDATION'S ADMINISTRATIVE MANAGER TO ENSURE THAT THE APPLICATION IS APPROPRIATE AND CONSISTENT WITH THE FOUNDATION'S CHARTER AND THAT THE APPLICANT IS APPROVED AND IN GOOD STANDING ACCORDING TO IRC 501(C)(3) REQUIREMENTS. AFTER THIS EVALUATION, CHARITABLE CONTRIBUTIONS AND GRANT APPLICATIONS MAY BE APPROVED BY A MAJORITY VOTE OF A QUORUM OF THE BOARD OF DIRECTORS. GRANT APPLICATIONS ARE REVIEWED BY THE BOARD OF DIRECTORS ON A QUARTERLY BASIS.	FormAndInfoAndMaterialsTxt
Submission Deadlines	FIRST DAY OF THE MONTH PRIOR TO THE CALENDAR QUARTER.	SubmissionDeadlinesTxt
Restrictions On Awards	APPLICATIONS MUST COMPLY WITH THE FOUNDATION'S POLICIES AND PROCEDURES.	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (329 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line2RecipientUSAddress/AddressLine2Txt
A SOLDIERS HOME
2305 E LORITA WAY	COTTONWOOD HEIGHTS	UT	84093	NONE	PC	GENERAL CHARITABLE PURPOSES	$15,000
ABILITY FOUNDATION
5236 GREENPINE DRIVE	SALT LAKE CITY	UT	84123	NONE	PC	GENERAL CHARITABLE PURPOSES	$15,000
ABOUT LOVE AND LANGUAGE
1211 N 220 E	PLEASANT GROVE	UT	84062	NONE	PC	GENERAL CHARITABLE PURPOSES	$5,324
ADOPT-A-NATIVE-ELDER
328 GREGSON AVE S	SOUTH SALT LAKE	UT	84115	NONE	PC	GENERAL CHARITABLE PURPOSES	$15,000
ALANO CLUB OF SALT LAKE CITY
5056 S COMMERCE DRIVE	MURRAY	UT	84107	NONE	PC	GENERAL CHARITABLE PURPOSES	$50,000
ALLIANCE HOUSE
1724 S MAIN ST	SALT LAKE CITY	UT	84115	NONE	PC	GENERAL CHARITABLE PURPOSES	$40,000
AMERICA FIRST LEGAL FOUNDATION
300 INDEPENDENCE AVE	WASHINGTON	DC	20003	NONE	PC	GENERAL CHARITABLE PURPOSES	$150,000
AMERICAN CANCER SOCIETY
941 E 3300 S	SALT LAKE CITY	UT	84106	NONE	PC	GENERAL CHARITABLE PURPOSES	$5,000
AMERICAN CORNERSTONE INSTITUTE
323 PENNSYLVANIA AVE SE	WASHINGTON	DC	20003	NONE	PC	GENERAL CHARITABLE PURPOSES	$20,000
AMERICAN DIABETES ASSOCIATION
PO BOX 7023	MERRIFIELD	VA	22116	NONE	PC	GENERAL CHARITABLE PURPOSES	$5,000
AMERICAN HEART ASSOCIATION
465 S 400 E 110	SALT LAKE CITY	UT	84111	NONE	PC	GENERAL CHARITABLE PURPOSES	$115,000
AMERICAN INDIAN SERVICES
1902 NORTH CANYON ROAD SUITE 100	PROVO	UT	84604	NONE	PC	GENERAL CHARITABLE PURPOSES	$75,000
AMERICAN NATIONAL RED CROSS
555 E 300 S SUITE 200	SALT LAKE CITY	UT	84102	NONE	PC	GENERAL CHARITABLE PURPOSES	$75,000
APPLIED TECHNOLOGY FOUNDATION
508 E SOUTH TEMPLE A45	SALT LAKE CITY	UT	84102	NONE	PC	GENERAL CHARITABLE PURPOSES	$10,000
ARTISTIC RESOURCES TEACHERS AND STUDENTS
12884 SO FRONTRUNNER BLVD 140	DRAPER	UT	84020	NONE	PC	GENERAL CHARITABLE PURPOSES	$10,000
ASIAN ASSOCIATION OF UTAH (REFUGEE & IMM)
1588 S MAJOR STREET	SALT LAKE CITY	UT	84115	NONE	PC	GENERAL CHARITABLE PURPOSES	$55,000
ASPEN MAGDALENE HOUSE INC
PO BOX 522006	SALT LAKE CITY	UT	84152	NONE	PC	GENERAL CHARITABLE PURPOSES	$14,890
ASSISTANCE LEAGUE OF SALT LAKE
PO BOX 9353	SALT LAKE CITY	UT	84109	NONE	PC	GENERAL CHARITABLE PURPOSES	$20,000
ASSISTANCE LEAGUE OF SOUTHERN UTAH
PO BOX 910728	ST GEORGE	UT	84791	NONE	PC	GENERAL CHARITABLE PURPOSES	$6,000
BAD DOG ARTS
824 S 400 W SUITE B129	SALT LAKE CITY	UT	84101	NONE	PC	GENERAL CHARITABLE PURPOSES	$5,000
BALLET WEST
50 W 200 S	SALT LAKE CITY	UT	84101	NONE	PC	GENERAL CHARITABLE PURPOSES	$40,000
BECKET FUND
1200 NEW HAMPSHIRE AVE NW	WASHINGTON	DC	20036	NONE	PC	GENERAL CHARITABLE PURPOSES	$20,000
BELLWETHER INTERNATIONAL
694 E 230 N	LINDON	UT	84042	NONE	PC	GENERAL CHARITABLE PURPOSES	$5,000
BEST BUDDIES UTAH
1192 E DRAPER PKWY 103	DRAPER	UT	84020	NONE	PC	GENERAL CHARITABLE PURPOSES	$10,000
BEST SEAT IN THE HOUSE
1570 EAST 8600 SOUTH	SANDY	UT	84093	NONE	PC	GENERAL CHARITABLE PURPOSES	$2,500
BIG BROTHERS - BIG SISTERS OF UTAH
151 EAST 5600 SOUTH STE 200	MURRAY	UT	84107	NONE	PC	GENERAL CHARITABLE PURPOSES	$15,000
BILL OF RIGHTS INSTITUTE
1310 N COURTHOUSE RD 620	ARLINGTON	VA	22201	NONE	PC	GENERAL CHARITABLE PURPOSES	$150,000
BOOK OF MORMON ARCHAEOLOGICAL FORUM INC
330 EAST 400 SOUTH 3	SPRINGVILLE	UT	84663	NONE	PC	GENERAL CHARITABLE PURPOSES	$50,000
BOUNTIFUL CHILDRENS FOUNDATION (LIAHONA)
305 E 1230 N	SPRINGVILLE	UT	84663	NONE	PC	GENERAL CHARITABLE PURPOSES	$150,000
BOX ELDER COMMUNITY PANTRY
PO BOX 22	BRIGHAM CITY	UT	84302	NONE	PC	GENERAL CHARITABLE PURPOSES	$40,000
BRENT AND CHERI ANDRUS CHARITABLE TRUST
15 SANDSTONE COVE	PARK CITY	UT	84060	NONE	PF	GENERAL CHARITABLE PURPOSES	$150,000
BRIDGERLAND COMMUNITY ICE ARENA (ECCLES ICE)
2825 N 200 E	LOGAN	UT	84341	NONE	PC	GENERAL CHARITABLE PURPOSES	$9,500
BRIGHAM YOUNG UNIVERSITY
B-72	PROVO	UT	84604	NONE	PC	GENERAL CHARITABLE PURPOSES	$85,000
BRIGHAM YOUNG UNIVERSITY - HAWAII
52-220 KULANUI STREET	LAIE	HI	96762	NONE	PC	GENERAL CHARITABLE PURPOSES	$1,000,000
BUILDING YOUTH AROUND THE WORLD
198 E 4500 S	MURRAY	UT	84107	NONE	PC	GENERAL CHARITABLE PURPOSES	$7,500
CACHE VALLEY COWBOY RENDEZVOUS
60 W CANYON ROAD	PARADISE	UT	84328	NONE	PC	GENERAL CHARITABLE PURPOSES	$26,000
CAMP MAGICAL MOMENTS KIDS WITH CANCER
190 S MILTON AVE	SHELLEY	ID	83274	NONE	PC	GENERAL CHARITABLE PURPOSES	$10,000
CANCER RESEARCH AMERICA
5515 SECURITY LANE SUITE 1105	ROCKVILLE	MD	20852	NONE	PC	GENERAL CHARITABLE PURPOSES	$500,000
CANCER WELLNESS HOUSE INC
59 S 1100 E	SALT LAKE CITY	UT	84102	NONE	PC	GENERAL CHARITABLE PURPOSES	$5,000
CAPITAL RESEARCH CENTER
1513 16TH ST NW	WASHINGTON	DC	20036	NONE	PC	GENERAL CHARITABLE PURPOSES	$100,000
CAPSA
308 W 1000 N	LOGAN	UT	84321	NONE	PC	GENERAL CHARITABLE PURPOSES	$125,000
CENTER FOR RELIGION AND DIPLOMACY INC
1003 K STREET NW SUITE 400	WASHINGTON	DC	20001	NONE	PC	GENERAL CHARITABLE PURPOSES	$50,000
CENTER FOR WOMEN AND CHILDREN IN CRISIS
1433 EAST 840 NORTH	OREM	UT	84097	NONE	PC	GENERAL CHARITABLE PURPOSES	$100,000
CENTRO HISPANO
650 W 100 N	PROVO	UT	84601	NONE	PC	GENERAL CHARITABLE PURPOSES	$35,000
CHILDREN'S SERVICE SOCIETY OF UTAH
124 S 400 E 400	SALT LAKE CITY	UT	84111	NONE	PC	GENERAL CHARITABLE PURPOSES	$20,000
CHILDRENS THEATRE AND SCHOOL OF ARTS
3605 S STATE ST	SOUTH SALT LAKE	UT	84115	NONE	PC	GENERAL CHARITABLE PURPOSES	$7,500
CHRISTMAS BOX INTERNATIONAL
3660 S WEST TEMPLE	SALT LAKE CITY	UT	84115	NONE	PC	GENERAL CHARITABLE PURPOSES	$30,000
CHURCH OF JESUS CHRIST OF LATTER-DAY SAINTS
50 E SOUTH TEMPLE	SALT LAKE CITY	UT	84150	NONE	PC	GENERAL CHARITABLE PURPOSES	$200,000
COMMON GROUND OUTDOOR ADVENTURES INC
335 N 100 E	LOGAN	UT	84321	NONE	PC	GENERAL CHARITABLE PURPOSES	$20,000
COMMUNITY DEVELOPMENT CORPORATION
501 E 1700 S	SALT LAKE CITY	UT	84105	NONE	PC	GENERAL CHARITABLE PURPOSES	$50,000
CONSERVATIVE PARTNERSHIP INSTITUTE INC
611 PENNSYLVANIA AVE SE 407	WASHINGTON	DC	20007	NONE	PC	GENERAL CHARITABLE PURPOSES	$120,000
CONSTITUTING AMERICA INC
9382 MOUNT VERNON CIRCLE	ALEXANDRA	VA	22309	NONE	PC	GENERAL CHARITABLE PURPOSES	$25,000
CONTINUE MISSION
1002 WEST 900 SOUTH	WOODS CROSS	UT	84087	NONE	PC	GENERAL CHARITABLE PURPOSES	$600
COTTAGES OF HOPE INC
2724 WASHINGTON BLVD	OGDEN	UT	84401	NONE	PC	GENERAL CHARITABLE PURPOSES	$25,000
COTTONWOOD COUNCIL PTA (UTAH CONGRESS)
5192 SOUTH GREENPINE DRIVE	SALT LAKE CITY	UT	84123	NONE	PC	GENERAL CHARITABLE PURPOSES	$8,400
CRAFT LAKE CITY
351 PIERPONT AVE 4B	SALT LAKE CITY	UT	84101	NONE	PC	GENERAL CHARITABLE PURPOSES	$12,000
CREATE REEL CHANGE (MENTAL HEALTHY UTAH)
49 W CRYSTAL AVE	SALT LAKE CITY	UT	84123	NONE	PC	GENERAL CHARITABLE PURPOSES	$5,000
CROCKER CATALYST FOUNDATION
2825 E COTTONWOOD PKY	SALT LAKE CITY	UT	84121	NONE	PF	GENERAL CHARITABLE PURPOSES	$3,950,000
CROSSROADS URBAN CENTER
347 S 400 E	SALT LAKE CITY	UT	84111	NONE	PC	GENERAL CHARITABLE PURPOSES	$27,000
DAHLIA'S HOPE
13961 S MINUTEMAN SUITE 101	DRAPER	UT	84020	NONE	PC	GENERAL CHARITABLE PURPOSES	$10,000
DAVIS TECHNICAL COLLEGE FOUNDATION (DATC)
550 EAST 300 SOUTH	KAYSVILLE	UT	84037	NONE	PC	GENERAL CHARITABLE PURPOSES	$25,000
DESERET TRUST COMPANY
60 EAST SOUTH TEMPLE SUITE 800	SALT LAKE CITY	UT	84111	NONE	PC	GENERAL CHARITABLE PURPOSES	$1,600,000
DISCOVERY GATEWAY CHILDREN'S MUSEUM
444 W 100 S	SALT LAKE CITY	UT	84101	NONE	PC	GENERAL CHARITABLE PURPOSES	$6,000
DOCTORS VOLUNTEER CLINIC OF ST GEORGE
1036 E RIVERSIDE DR	ST GEORGE	UT	84790	NONE	PC	GENERAL CHARITABLE PURPOSES	$20,000
DOCTORS WITHOUT BORDERS
333 7TH AVENUE 2ND FLOOR	NEW YORK	NY	21741	NONE	PC	GENERAL CHARITABLE PURPOSES	$55,000
DR DALE B HULL FOUNDATION
90 ALBION VILLAGE WAY	SANDY	UT	84070	NONE	PC	GENERAL CHARITABLE PURPOSES	$92,500
DREAM INSTITUTE INC
980 WEST FIELD AVE 843010	HILDALE	UT	84784	NONE	PC	GENERAL CHARITABLE PURPOSES	$12,500
EATS PARK CITY
PO BOX 682896	PARK CITY	UT	84067	NONE	PC	GENERAL CHARITABLE PURPOSES	$15,000
ECCLES COMMUNITY ART CENTER
2580 JEFFERSON AVE	OGDEN	UT	84401	NONE	PC	GENERAL CHARITABLE PURPOSES	$10,000
ELIZABETH ACADEMY
1916 LAKEWOOD DRIVE	SALT LAKE CITY	UT	84117	NONE	PC	GENERAL CHARITABLE PURPOSES	$1,523,000
EMERGENCY USA
31 W 34TH ST 8138	NEW YORK CITY	NY	10001	NONE	PC	GENERAL CHARITABLE PURPOSES	$25,000
EMPOWER MALI
10412 N OAK CIRCLE	HIGHLAND	UT	84003	NONE	PC	GENERAL CHARITABLE PURPOSES	$25,000
END VIOLENCE AGAINST WOMEN - EVAW
115 WEST ASTOR SUITE 208	COLVILLE	WA	99114	NONE	PC	GENERAL CHARITABLE PURPOSES	$20,000
ENGLISH LANGUAGE CENTER OF CACHE VALLEY
1544 N 200 W	LOGAN	UT	84341	NONE	PC	GENERAL CHARITABLE PURPOSES	$20,000
ENGLISH SKILLS LEARNING CENTER
4444 S 700 E SUITE 100	SALT LAKE CITY	UT	84107	NONE	PC	GENERAL CHARITABLE PURPOSES	$45,000
EPICENTER
PO BOX 444	GREEN RIVER	UT	84525	NONE	PC	GENERAL CHARITABLE PURPOSES	$10,000
EYE CARE 4 KIDS FOUNDATION
6911 S STATE	MIDVALE	UT	84047	NONE	PC	GENERAL CHARITABLE PURPOSES	$84,000
FAMILY COUNSELING SERVICE OF NORTHERN UTAH
3518 WASHINGTON BLVD	OGDEN	UT	84403	NONE	PC	GENERAL CHARITABLE PURPOSES	$15,000
FAMILY PROMISE OF OGDEN
127 24TH STREET 2	OGDEN	UT	84401	NONE	PC	GENERAL CHARITABLE PURPOSES	$10,000
FAMILY PROMISE OF SALT LAKE CITY
814 WEST 800 SOUTH	SALT LAKE CITY	UT	84104	NONE	PC	GENERAL CHARITABLE PURPOSES	$20,000
FAMILY SUMMIT FOUNDATION (GREIVING CHILD)
1716 E 5600 S	SOUTH OGDEN	UT	84403	NONE	PC	GENERAL CHARITABLE PURPOSES	$10,000
FAMILY SUPPORT CENTER
1760 WEST 4805 SOUTH	TAYLORSVILLE	UT	84129	NONE	PC	GENERAL CHARITABLE PURPOSES	$70,000
FAMILY SUPPORT CENTER OF SW UTAH
102 N 200 E	CEDAR CITY	UT	84720	NONE	PC	GENERAL CHARITABLE PURPOSES	$35,000
FAMILY SUPPORT CENTER OF WASHINGTON COUNTY
310 W 200 N	ST GEORGE	UT	84770	NONE	PC	GENERAL CHARITABLE PURPOSES	$8,000
FATHERS AND FAMILIES COALITION OF UTAH
4424 S 700 E STE 180	SALT LAKE CITY	UT	84107	NONE	PC	GENERAL CHARITABLE PURPOSES	$15,000
FIGHT AGAINST DOMESTIC VIOLENCE
3131 S RICHMOND ST	SALT LAKE CITY	UT	84106	NONE	PC	GENERAL CHARITABLE PURPOSES	$30,000
FIGHT THE NEW DRUG INC
1680 S MAIN STREET	SALT LAKE CITY	UT	84103	NONE	PC	GENERAL CHARITABLE PURPOSES	$50,000
FIRST STEP HOUSE INC
411 GRANT STREET	SALT LAKE CITY	UT	84116	NONE	PC	GENERAL CHARITABLE PURPOSES	$45,000
FIT TO RECOVER INC
789 W 1390 S	SALT LAKE CITY	UT	84104	NONE	PC	GENERAL CHARITABLE PURPOSES	$60,000
FOR THE KIDS ORG
230 SOUTH 500 WEST SUITE 260	SALT LAKE CITY	UT	84101	NONE	PC	GENERAL CHARITABLE PURPOSES	$15,000
FOUR CORNERS SCHOOL OF OUTDOOR EDUCATION
PO BOX 1029	MONTICELLO	UT	84535	NONE	PC	GENERAL CHARITABLE PURPOSES	$7,321
FREE WHEELCHAIR MISSION
15279 ALTON PARKWAY 300	IRVINE	CA	92618	NONE	PC	GENERAL CHARITABLE PURPOSES	$60,000
FRIENDS FOR SIGHT
661 S 200 E	SALT LAKE CITY	UT	84111	NONE	PC	GENERAL CHARITABLE PURPOSES	$10,000
FRIENDS MINISTRIES INC
913 CEDAR HOLLOW RD	LEHI	UT	84043	NONE	PC	GENERAL CHARITABLE PURPOSES	$5,000
FRIENDS OF ARCHES & CANYONLANDS PARKS
2282 S WEST RESOURCE BLVD PO BOX	MOAB	UT	84532	NONE	PC	GENERAL CHARITABLE PURPOSES	$10,000	1680
FRIENDS OF CEDAR MESA
567 W MAIN STREET PO BOX 338	BLUFF	UT	84512	NONE	PC	GENERAL CHARITABLE PURPOSES	$10,000
FRIENDS OF LIAHONA INC
2464 W 450 S	PLEASANT GROVE	UT	84062	NONE	PC	GENERAL CHARITABLE PURPOSES	$25,000
FRIENDS OF THE CHILDREN
5361 S 4220 W SUITE B	KEARNS	UT	84118	NONE	PC	GENERAL CHARITABLE PURPOSES	$50,000
FRIENDS OF THE COALITION
299 E 900 S	PROVO	UT	84606	NONE	PC	GENERAL CHARITABLE PURPOSES	$80,000
FRIENDS OF THE GREAT SALT LAKE
PO BOX 2655	SALT LAKE CITY	UT	84110	NONE	PC	GENERAL CHARITABLE PURPOSES	$10,000
FRIENDS OF THE GREEN RIVER PACT INC
125 S LONG ST / PO BOX 191	GREEN RIVER	UT	84525	NONE	PC	GENERAL CHARITABLE PURPOSES	$75,000
FRIENDS OF THE MOAB FOLK MUSIC FESTIVAL
PO BOX 1082	MOAB	UT	84532	NONE	PC	GENERAL CHARITABLE PURPOSES	$10,000
FRIENDS OF THE SLC CHILDRENS JUSTICE
PO BOX 1871	DRAPER	UT	84020	NONE	PC	GENERAL CHARITABLE PURPOSES	$15,000
FRIENDS OF TRACY AVIARY
589 EAST 1300 SOUTH	SALT LAKE CITY	UT	84105	NONE	PC	GENERAL CHARITABLE PURPOSES	$70,000
FUTUREINDESIGN
720 W PRICE RIVER DRIVE	PRICE	UT	84501	NONE	PC	GENERAL CHARITABLE PURPOSES	$50,000
GIRLS ON THE RUN UTAH INC
1625 FOOTHILL DRIVE	SALT LAKE CITY	UT	84108	NONE	PC	GENERAL CHARITABLE PURPOSES	$25,000
GRANARY ART CENTER
86 N MAIN ST	EPHRAIM	UT	84627	NONE	PC	GENERAL CHARITABLE PURPOSES	$18,000
GRAND COUNTY SCHOOL DISTRICT
264 SOUTH 400 EAST	MOAB	UT	84532	NONE	PC	GENERAL CHARITABLE PURPOSES	$10,000
GRANITE EDUCATION FOUNDATION
2500 S STATE STREET	SALT LAKE CITY	UT	84115	NONE	PC	GENERAL CHARITABLE PURPOSES	$60,000
GUADALUPE CENTER EDUCATIONAL PROGRAMS INC
1385 N 1200 W	SALT LAKE CITY	UT	84116	NONE	PC	GENERAL CHARITABLE PURPOSES	$10,000
GUIDE DOGS FOR THE BLIND INC
350 LOS RANCHITOS RD	SAN RAFAEL	CA	94903	NONE	PC	GENERAL CHARITABLE PURPOSES	$25,000
HABITAT FOR HUMANITY NORTHERN UTAH
111 EAST FOREST STREET SUITE A	BRIGHAM	UT	84302	NONE	PC	GENERAL CHARITABLE PURPOSES	$10,000
HABITAT FOR HUMANITY OF SUMMIT AND WASATCH
PO BOX 682704	PARK CITY	UT	84067	NONE	PC	GENERAL CHARITABLE PURPOSES	$25,000
HALE CENTRE THEATRE
9900 SOUTH MONROE STREET	SANDY	UT	84070	NONE	PC	GENERAL CHARITABLE PURPOSES	$50,000
HEALING THE CHILDREN (ROCKY MOUNTAINS)
4142 W 105TH WAY	WESTMINSTER	CO	80031	NONE	PC	GENERAL CHARITABLE PURPOSES	$20,000
HEALTH INTEGRATION AND RESILIENCY CENTER
1909 TEXAS ST	SALT LAKE CITY	UT	84108	NONE	PC	GENERAL CHARITABLE PURPOSES	$30,000
HEART & SOUL
PO BOX 526142	SALT LAKE CITY	UT	84152	NONE	PC	GENERAL CHARITABLE PURPOSES	$30,000
HERBERT FOUNDATION
5842 FONTAINE BLEU CIRCLE	SALT LAKE CITY	UT	84121	NONE	PC	GENERAL CHARITABLE PURPOSES	$500,000
HERITAGE FOUNDATION
214 MASSACHUSETTS AVE NE	WASHINGTON	DC	20002	NONE	PC	GENERAL CHARITABLE PURPOSES	$100,000
HILLCREST HIGH SCHOOL
7350 S 900 E	MIDVALE	UT	84047	NONE	PC	GENERAL CHARITABLE PURPOSES	$27,000
HOLDING OUT HELP
748 E PIONEER ROAD	DRAPER	UT	84020	NONE	PC	GENERAL CHARITABLE PURPOSES	$50,000
HOLY CROSS MINISTRIES
860 E 4500 S 204	SALT LAKE CITY	UT	84107	NONE	PC	GENERAL CHARITABLE PURPOSES	$20,000
HUMAN COALITION
7800 N DALLAS PARKWAY STE 550	PLANO	TX	75024	NONE	PC	GENERAL CHARITABLE PURPOSES	$25,000
HUTCHINGS MUSEUM
55 NORTH CENTER STREET	LEHI	UT	84043	NONE	PC	GENERAL CHARITABLE PURPOSES	$10,000
IHHELPP INC
2553 NORTH 1000 EAST	PROVO	UT	84604	NONE	PC	GENERAL CHARITABLE PURPOSES	$35,000
IMAGE REBORN INC
5445 S HIGHLAND DR STE 5	SALT LAKE CITY	UT	84047	NONE	PC	GENERAL CHARITABLE PURPOSES	$10,000
IMMIGRANT LEGAL SERVICES
4055 S 700 E 200	SALT LAKE CITY	UT	84107	NONE	PC	GENERAL CHARITABLE PURPOSES	$40,000
INDIGENOUS INTERNATIONAL
153 E 600 N	PROVO	UT	84606	NONE	PC	GENERAL CHARITABLE PURPOSES	$10,000
INTERMOUNTAIN HEALTHCARE FOUNDATION INC
36 SOUTH STATE STREET	SALT LAKE CITY	UT	84111	NONE	PC	GENERAL CHARITABLE PURPOSES	$1,800,000
INTERMOUNTAIN SPECIALIZED ABUSE TREATMENT
1555 W 2200 S SUITE A	WEST VALLEY CITY	UT	84119	NONE	PC	GENERAL CHARITABLE PURPOSES	$20,000
INTERNATIONAL RESCUE COMMITTEE INC
221 S 400 W	SALT LAKE CITY	UT	84110	NONE	PC	GENERAL CHARITABLE PURPOSES	$20,000
INTERNATIONAL VISITORS UTAH COUNCIL
1840 SOUTH 1300 EAST	SALT LAKE CITY	UT	84105	NONE	PC	GENERAL CHARITABLE PURPOSES	$10,000
IRON COUNTY ACOUSTIC MUSIC ASSOCIATION
648 S RIDGE RD	CEDAR CITY	UT	84720	NONE	PC	GENERAL CHARITABLE PURPOSES	$10,000
JAMES A AND MARIAN HART ALAND FOUNDATION
2600 W 3500 N	OGDEN	UT	84404	NONE	PC	GENERAL CHARITABLE PURPOSES	$1,000
JEWISH FAMILY SERVICE
1111 E BRICKYARD ROAD 218	SALT LAKE CITY	UT	84106	NONE	PC	GENERAL CHARITABLE PURPOSES	$10,000
JOSEPH JAMES MORELLI LEGACY FOUNDATION
7585 RANCH CLUB TRAIL	PARK CITY	UT	84098	NONE	PC	GENERAL CHARITABLE PURPOSES	$35,000
JOURNEY OF HOPE INC
925 S 200 W B	SALT LAKE CITY	UT	84101	NONE	PC	GENERAL CHARITABLE PURPOSES	$35,000
JUMP THE MOON FOUNDATION
553 N MAIN	LOGAN	UT	84321	NONE	PC	GENERAL CHARITABLE PURPOSES	$37,000
JUNIOR ACHEVEMENT OF UTAH
515 SOUTH 700 EAST STE 1F	SALT LAKE CITY	UT	84102	NONE	PC	GENERAL CHARITABLE PURPOSES	$10,000
JUNIOR LEAGUE OF SALT LAKE CITY INC
526 E 300 S	SALT LAKE CITY	UT	84102	NONE	PC	GENERAL CHARITABLE PURPOSES	$50,000
KIDS ON THE MOVE INC
475 W 260 N	OREM	UT	84057	NONE	PC	GENERAL CHARITABLE PURPOSES	$150,000
LEADERSHIP INSTITUTE
1101 HIGHLAND STREET	ARLINGTON	VA	22201	NONE	PC	GENERAL CHARITABLE PURPOSES	$100,000
LEAGUE OF UTAH WRITERS
1042 EAST FORT UNION BLVD 443	MIDVALE	UT	84047	NONE	PC	GENERAL CHARITABLE PURPOSES	$5,000
LIBERTY LIVES FOREVER
1530 S ZANG STREET	LAKEWOOD	CO	80228	NONE	PC	GENERAL CHARITABLE PURPOSES	$15,000
LIFTING HANDS INTERNATIONAL
2543 S 1700 E	SALT LAKE CITY	UT	84106	NONE	PC	GENERAL CHARITABLE PURPOSES	$24,000
LIVE YOUR DREAM
3651 N 100 E	PROVO	UT	84604	NONE	PC	GENERAL CHARITABLE PURPOSES	$30,000
LYRICAL OPERA THEATER
7903 S PALLADIUM DR	WEST JORDAN	UT	84088	NONE	PC	GENERAL CHARITABLE PURPOSES	$5,000
MALIHEH FREE CLINIC
415 E 3900 S	SOUTH SALT LAKE	UT	84107	NONE	PC	GENERAL CHARITABLE PURPOSES	$50,000
MERIT COLLEGE PREPARATORY ACADEMY
1440 WEST CENTER ST	SPRINGVILLE	UT	84663	NONE	PC	GENERAL CHARITABLE PURPOSES	$4,500
MOAB FREE HEALTH CLINIC
380 N 500 W	MOAB	UT	84532	NONE	PC	GENERAL CHARITABLE PURPOSES	$55,000
MOAB VALLEY MULTICULTURAL CENTER
156 N 100 W	MOAB	UT	84532	NONE	PC	GENERAL CHARITABLE PURPOSES	$15,000
MOBILE SURGERY INTERNATIONAL INC
3803 LITTLE COTTONWOOD LANE	SANDY	UT	84092	NONE	PC	GENERAL CHARITABLE PURPOSES	$250,000
MOUNT LIBERTY COLLEGE CORPORATION
5286 S COMMERCE DRIVE SUITE B-218	MURRAY	UT	84107	NONE	PC	GENERAL CHARITABLE PURPOSES	$15,000
MOUNTAIN MEDIATION CENTER
PO BOX 681552	PARK CITY	UT	84068	NONE	PC	GENERAL CHARITABLE PURPOSES	$7,500
MOUNTAINLAND TECHNICAL COLLEGE
2301 W ASHTON BLVD	LEHI	UT	84043	NONE	PC	GENERAL CHARITABLE PURPOSES	$50,000
MOUNTAINLANDS COMMUNITY HEALTH CENTER INC
589 S STATE STREET	PROVO	UT	84606	NONE	PC	GENERAL CHARITABLE PURPOSES	$35,000
MTN COUNTRY HOME SOLUTION (NEIGHBORWORKS)
1031 WEST CENTER STREET SUITE 302	OREM	UT	84057	NONE	PC	GENERAL CHARITABLE PURPOSES	$20,000
MULLY CHILDRENS FAMILY USA INC
3000 OLD ALABAMA ROAD 119-302	ALPHARETTA	GA	30022	NONE	PC	GENERAL CHARITABLE PURPOSES	$250,000
MUNDI PROJECT
PO BOX 520696	SALT LAKE CITY	UT	84152	NONE	PC	GENERAL CHARITABLE PURPOSES	$15,000
MUSIC THEATRE WEST
PO BOX 3542	LOGAN	UT	84323	NONE	PC	GENERAL CHARITABLE PURPOSES	$10,000
MY STORY MATTERS
PO BOX 382	SPRINGVILLE	UT	84663	NONE	PC	GENERAL CHARITABLE PURPOSES	$25,000
NATIONAL ALLIANCE ON MENTAL ILLNESS UTAH
450 S 900 E SUITE 160	SALT LAKE CITY	UT	84102	NONE	PC	GENERAL CHARITABLE PURPOSES	$45,000
NATIONAL CENTER ON SHAKEN BABY SYNDROME
1433 N 1075 W SUITE 110	FARMINGTON	UT	84025	NONE	PC	GENERAL CHARITABLE PURPOSES	$15,000
NATIONAL INVESTORS HALL OF FAME
3701 HIGHLAND PARK NW	NORTH CANTON	OH	44720	NONE	PC	GENERAL CHARITABLE PURPOSES	$10,000
NATIONAL KIDNEY FOUNDATION INC
3707 NORTH CANYON ROAD SUITE 1D	PROVO	UT	84604	NONE	PC	GENERAL CHARITABLE PURPOSES	$30,000
NATIONAL MULTIPLE SCLEROSIS SOCIETY
PO BOX 58768	SALT LAKE CITY	UT	84158	NONE	PC	GENERAL CHARITABLE PURPOSES	$20,000
NATURE CONSERVANCY IN UTAH
559 EAST SOUTH TEMPLE	SALT LAKE CITY	UT	84102	NONE	PC	GENERAL CHARITABLE PURPOSES	$12,500
NEEDS BEYOND MEDICINE
PO BOX 521618	SALT LAKE CITY	UT	84152	NONE	PC	GENERAL CHARITABLE PURPOSES	$80,000
NEIGHBORHOOD HOUSE ASSOCIATION
1050 W 500 S	SALT LAKE CITY	UT	84104	NONE	PC	GENERAL CHARITABLE PURPOSES	$30,000
NORTH SANPETE SCHOOL DISTRICT FOUNDATION
390 E 700 S	MT PLEASANT	UT	84647	NONE	PC	GENERAL CHARITABLE PURPOSES	$5,000
NOVA CHAMBER MUSIC SERIES
333 E MAIN UNIT 138	LEHI	UT	84043	NONE	PC	GENERAL CHARITABLE PURPOSES	$3,000
NOVA PRINCIPLES FOUNDATION
333 E MAIN UNIT 138	LEHI	UT	84043	NONE	PC	GENERAL CHARITABLE PURPOSES	$25,000
OBTAINING HOPE INC
881 W BAXTER DR STE 100	SOUTH JORDAN	UT	84095	NONE	PC	GENERAL CHARITABLE PURPOSES	$6,000
ODYSSEY DANCE THEATRE
198 ROCKEY PARK LANE	DRAPER	UT	84020	NONE	PC	GENERAL CHARITABLE PURPOSES	$1,500
ODYSSEY HOUSE INC UTAH
344 E 100 S SUITE 301	SALT LAKE CITY	UT	84111	NONE	PC	GENERAL CHARITABLE PURPOSES	$60,000
OFF BROADWAY THEATRE
12366 S 900 E	DRAPER	UT	84020	NONE	PC	GENERAL CHARITABLE PURPOSES	$5,000
ON PITCH PERFORMING ARTS INC
587 N MAIN ST	LAYTON	UT	84041	NONE	PC	GENERAL CHARITABLE PURPOSES	$10,000
ONE HEART WORLDWIDE
8141 EL EXTENSO CT	SAN DIEGO	CA	92119	NONE	PC	GENERAL CHARITABLE PURPOSES	$10,000
ONSTAGE OGDEN
638 EAST 26TH STREET	OGDEN	UT	84401	NONE	PC	GENERAL CHARITABLE PURPOSES	$5,000
OPEN DOORS SOCIAL SERVICES
1360 EAST 1450 SOUTH	CLEARFIELD	UT	84015	NONE	PC	GENERAL CHARITABLE PURPOSES	$25,000
OPERATION SMILE INC
PO BOX 581108	SALT LAKE CITY	UT	84158	NONE	PC	GENERAL CHARITABLE PURPOSES	$125,000
OPERATION WARM INC
6 DICKINSON DRIVE SUITE 314	CHADDS FORD	PA	19317	NONE	PC	GENERAL CHARITABLE PURPOSES	$200,000
OUELESSEBOUGOU ALLIANCE
10 W 100 S 605	SALT LAKE CITY	UT	84101	NONE	PC	GENERAL CHARITABLE PURPOSES	$15,000
PACHYONYCHIA CONGENITA FUND
PO BOX 17850	HOLLADAY	UT	84117	NONE	PC	GENERAL CHARITABLE PURPOSES	$30,000
PARADIGM HIGH SCHOOL
11577 SOUTH 3600 WEST	SOUTH JORDAN	UT	84009	NONE	PC	GENERAL CHARITABLE PURPOSES	$4,680
PARK CITY TOTS
1850 SIDEWINDER SUITE 410	PARK CITY	UT	84060	NONE	PC	GENERAL CHARITABLE PURPOSES	$10,000
PEACE HOUSE INC
1960 SINDEWINDER DR	PARK CITY	UT	84060	NONE	PC	GENERAL CHARITABLE PURPOSES	$10,000
PEOPLE HELPING PEOPLE INC
205 N 400 W	SALT LAKE CITY	UT	84103	NONE	PC	GENERAL CHARITABLE PURPOSES	$25,000
PEOPLES HEALTH CLINIC
PO BOX 681558	PARK CITY	UT	84068	NONE	PC	GENERAL CHARITABLE PURPOSES	$15,000
PHYSICIANS FOR PEACE
520 W 21ST G2103	NORFOLK	VA	23517	NONE	PC	GENERAL CHARITABLE PURPOSES	$20,000
PIVOT ADVENTURE ACADEMY
9740 S AMBER LN	SANDY	UT	84094	NONE	PC	GENERAL CHARITABLE PURPOSES	$10,000
PLAYWORKS EDUCATION ENERGIZED
1214 WILMINGTON AVE 102	SALT LAKE CITY	UT	84106	NONE	PC	GENERAL CHARITABLE PURPOSES	$75,000
POWER FORWARD INC
3 WEBSTER SQUARE PMB 465	MARSHFIELD	MA	02050	NONE	PC	GENERAL CHARITABLE PURPOSES	$10,000
PREGNANCY RESOURCE CENTER OF SLC
644 SOUTH 900 EAST	SALT LAKE CITY	UT	84102	NONE	PC	GENERAL CHARITABLE PURPOSES	$12,000
PREVENT CHILD ABUSE UTAH
2955 HARRISON BLVD SUITE 104	OGDEN	UT	84403	NONE	PC	GENERAL CHARITABLE PURPOSES	$20,000
PROJECT CONNECTION
2655 S LAKE ERIE DR SUITE B	WEST VALLEY CITY	UT	84120	NONE	PC	GENERAL CHARITABLE PURPOSES	$12,000
PRO-LIFE UTAH
9676 S SHETTLESTON CIRCLE	SOUTH JORDAN	UT	84009	NONE	PC	GENERAL CHARITABLE PURPOSES	$40,000
PTA UTAH CONGRESS (GRANT ELEMENTARY)
662 W BULLDOG CIR	MURRY	UT	84107	NONE	PC	GENERAL CHARITABLE PURPOSES	$2,500
QUAIL RUN PRIMARY SCHOOL FOUNDATION
588 WEST 3300 NORTH	PLEASANT GROVE	UT	84062	NONE	PC	GENERAL CHARITABLE PURPOSES	$5,000
RACE SWAMI
1208 BROWNING AVE	SALT LAKE CITY	UT	84105	NONE	PC	GENERAL CHARITABLE PURPOSES	$50,000
RAISE THE FUTURE (ADOPTION EXCHANGE)
7414 S STATE STREET	MIDVALE	UT	84047	NONE	PC	GENERAL CHARITABLE PURPOSES	$80,000
RAPE RECOVERY CENTER
2035 S 1300 E	SALT LAKE CITY	UT	84105	NONE	PC	GENERAL CHARITABLE PURPOSES	$30,000
RIRIE-WOODBURY DANCE FOUNDATION
138 WEST BROADWAY	SALT LAKE CITY	UT	84101	NONE	PC	GENERAL CHARITABLE PURPOSES	$10,000
RISE AND REBUILD FOUNDATION
3008 FALLENTINE ROAD	SANDY	UT	84093	NONE	PC	GENERAL CHARITABLE PURPOSES	$67,396
ROCKY MOUNTAIN INNOCENCE CENTER
358 S 700 E B235	SALT LAKE CITY	UT	84102	NONE	PC	GENERAL CHARITABLE PURPOSES	$20,000
RON MCBRIDE FOUNDATION
PO BOX 71381	SALT LAKE CITY	UT	84121	NONE	PC	GENERAL CHARITABLE PURPOSES	$5,000
RONALD MCDONALD HOUSE CHARITIES
935 E SOUTH TEMPLE	SALT LAKE CITY	UT	84102	NONE	PC	GENERAL CHARITABLE PURPOSES	$200,000
ROYAL FAMILY KIDS OF UTAH
8575 SOUTH 700 EAST	SANDY	UT	84070	NONE	PC	GENERAL CHARITABLE PURPOSES	$25,000
S CALIFORNIA LIBERTY BAPTIST (NEWPORT CS)
1000 BISON AVE	NEWPORT BEACH	CA	92660	NONE	PC	GENERAL CHARITABLE PURPOSES	$38,000
SALT LAKE ACTING COMPANY
168 WEST 500 NORTH	SALT LAKE CITY	UT	84103	NONE	PC	GENERAL CHARITABLE PURPOSES	$5,000
SALT LAKE ARTS ACADEMY
844 SOUTH 200 EAST	SALT LAKE CITY	UT	84103	NONE	PC	GENERAL CHARITABLE PURPOSES	$10,000
SALT LAKE CITY BICYCLE COLLECTIVE
PO BOX 1028	SALT LAKE CITY	UT	84110	NONE	PC	GENERAL CHARITABLE PURPOSES	$125,000
SALT LAKE CITY MISSION
PO BOX 142	SALT LAKE CITY	UT	84110	NONE	PC	GENERAL CHARITABLE PURPOSES	$85,000
SALT LAKE CITY POLICE FOUNDATION
29 SO STATE STREET 404	SALT LAKE CITY	UT	84111	NONE	PC	GENERAL CHARITABLE PURPOSES	$20,000
SALT LAKE DONATED DENTAL SERVICES
1383 S 900 W	SALT LAKE CITY	UT	84104	NONE	PC	GENERAL CHARITABLE PURPOSES	$50,000
SALT LAKE VALLEY HABITAT FOR HUMANITY
1276 S 500 W	SALT LAKE CITY	UT	84101	NONE	PC	GENERAL CHARITABLE PURPOSES	$35,000
SAMARITAN'S PURSE
801 BAMBOO ROAD	BOONE	NC	28607	NONE	PC	GENERAL CHARITABLE PURPOSES	$50,000
SANPETE PANTRY
1080 BLACKHAWK BLVD	MT PLEASANT	UT	84647	NONE	PC	GENERAL CHARITABLE PURPOSES	$41,900
SCOTTISH RITE FOUNDATION
650 E SOUTH TEMPLE	SALT LAKE CITY	UT	84102	NONE	PC	GENERAL CHARITABLE PURPOSES	$25,000
SENIOR CHARITY CARE FOUNDATION
PO BOX 744	KAYSVILLE	UT	84037	NONE	PC	GENERAL CHARITABLE PURPOSES	$20,000
SHARING PLACE INC
1695 E 3300 S	SALT LAKE CITY	UT	84106	NONE	PC	GENERAL CHARITABLE PURPOSES	$20,000
SHELTER THE HOMELESS COMMITTEE INC
242 PARAMOUNT AVE	SALT LAKE CITY	UT	84115	NONE	PC	GENERAL CHARITABLE PURPOSES	$50,000
SHOE4AFRICA INC
PO BOX 3142	NEW YORK	NY	10008	NONE	PC	GENERAL CHARITABLE PURPOSES	$10,000
SHRINERS HOSPITALS FOR CHILDREN - SLC
1775 E FAIRFAX RD	SALT LAKE CITY	UT	84103	NONE	PC	GENERAL CHARITABLE PURPOSES	$75,000
SKYWARD SYMPHONY
2533 PINEWOOD LANE	LAYTON	UT	84040	NONE	PF	GENERAL CHARITABLE PURPOSES	$5,000
SL NEIGHBORHOOD HOUSING
622 WEST 500 NORTH	SALT LAKE CITY	UT	84116	NONE	PC	GENERAL CHARITABLE PURPOSES	$15,000
SNOWBASIN ADAPTIVE SPORTS EDUCATION
PO BOX 1193	EDEN	UT	84310	NONE	PC	GENERAL CHARITABLE PURPOSES	$25,000
SOARWAY FOUNDATION
5022 GRAND BEECH CT	HAYMARKET	VA	20169	NONE	PC	GENERAL CHARITABLE PURPOSES	$20,000
SOBRIETY FOUNDATION
PO BOX 522252	SALT LAKE CITY	UT	84152	NONE	PC	GENERAL CHARITABLE PURPOSES	$15,000
SOUTH VALLEY SANCTUARY INC
PO BOX 1028	WEST JORDAN	UT	84084	NONE	PC	GENERAL CHARITABLE PURPOSES	$130,000
SOUTHEASTERN COMMUNITY ACTION PARTNERSHIP
375 S CARBON AVE	PRICE	UT	84501	NONE	PC	GENERAL CHARITABLE PURPOSES	$25,000
SOUTHERN SUDAN HUMANITARIAN
4908 WAIMEA WAY	HOLLADAY	UT	84107	NONE	PC	GENERAL CHARITABLE PURPOSES	$25,000
SOUTHERN UTAH UNIVERSITY
351 W UNIVERSITY BLVD	CEDAR CITY	UT	84720	NONE	PC	GENERAL CHARITABLE PURPOSES	$30,000
SPECIAL OLYMPICS UTAH INC
1400 SOUTH FOOTHILL DRIVE 238	SALT LAKE CITY	UT	84108	NONE	PC	GENERAL CHARITABLE PURPOSES	$10,000
SPRINGVILLE MUSEUM OF ART
126 E 400 S	SPRINGVILLE	UT	84663	NONE	PC	GENERAL CHARITABLE PURPOSES	$15,000
SPY HOP PRODUCTIONS
208 W HARVEY MILK BOULEVARD	SALT LAKE CITY	UT	84101	NONE	PC	GENERAL CHARITABLE PURPOSES	$25,000
ST ANNE'S CENTER
137 W BINFORD	OGDEN	UT	84401	NONE	PC	GENERAL CHARITABLE PURPOSES	$40,000
STELLA H OAKS CHARITABLE FOUNDATION
63 EAST 11400 SOUTH STE 331	SANDY	UT	84070	NONE	PC	GENERAL CHARITABLE PURPOSES	$50,000
STONE OF HOPE YOUTH
3354 S LOS ALTOS	SALT LAKE CITY	UT	84109	NONE	PC	GENERAL CHARITABLE PURPOSES	$8,800
SUAZO BUSINESS CENTER
960 WEST 1700 SOUTH	SALT LAKE CITY	UT	84104	NONE	PC	GENERAL CHARITABLE PURPOSES	$10,000
SUCCESS IN EDUCATION FOUNDATION
405 S MAIN STREET 1200	SALT LAKE CITY	UT	84111	NONE	PC	GENERAL CHARITABLE PURPOSES	$10,000
SUDDEN ARRYTHMIA DEATH SYNDROME
508 E SOUTH TEMPLE 202	SALT LAKE CITY	UT	84102	NONE	PC	GENERAL CHARITABLE PURPOSES	$10,000
SUMMERFEST ARTS FAIRE
69 E 100 N	LOGAN	UT	84321	NONE	PC	GENERAL CHARITABLE PURPOSES	$5,000
SUU - UTAH SHAKESPEARE FESTIVAL
351 W CENTER ST	CEDAR CITY	UT	84720	NONE	PC	GENERAL CHARITABLE PURPOSES	$125,000
SUZY'S SENIOR COMPANIONSHIP
1052 E 3250 N	LAYTON	UT	84040	NONE	PC	GENERAL CHARITABLE PURPOSES	$25,000
TENNIS AND TUTORING
951 E BERNAY CIRCLE	SANDY	UT	84094	NONE	PC	GENERAL CHARITABLE PURPOSES	$10,000
TEXAS PUBLIC POLICY FOUNDATION
901 CONGRESS AVE	AUSTIN	TX	78701	NONE	PC	GENERAL CHARITABLE PURPOSES	$200,000
THANKSGIVING HEROES
12116 SOUTH SPRING WHEAT CIR	RIVERTON	UT	84096	NONE	PC	GENERAL CHARITABLE PURPOSES	$15,000
THANKSGIVING POINT INSTITUTE
3003 N THANKSGIVING WAY	LEHI	UT	84043	NONE	PC	GENERAL CHARITABLE PURPOSES	$20,000
THE FAMILY PLACE UTAH
1525 N 200 W	LOGAN	UT	84341	NONE	PC	GENERAL CHARITABLE PURPOSES	$45,000
THE FOUNDATION FOR FAMILY LIFE OF UTAH
1878 W 12600 S 230	RIVERTON	UT	84065	NONE	PC	GENERAL CHARITABLE PURPOSES	$35,000
THE GOOD SAMARITAN FOUNDATION
6925 UNION PARK CENTER 500	MIDVALE	UT	84047	NONE	PF	GENERAL CHARITABLE PURPOSES	$50,000
THE GREEN URBAN LUNCH BOX
2026 S 500 E	SALT LAKE CITY	UT	84105	NONE	PC	GENERAL CHARITABLE PURPOSES	$20,000
THE INN BETWEEN
340 S GOSHEN ST	SALT LAKE CITY	UT	84104	NONE	PC	GENERAL CHARITABLE PURPOSES	$60,000
THE LITERACY PROJECT FOUNDATION
124 TUSTIN AVENUE SUITE 103	NEWPORT BEACH	CA	92663	NONE	PC	GENERAL CHARITABLE PURPOSES	$8,000
THE OPPORTUNITY FOUNDATION OF AMERICA
6439 SO 1650 EAST	MURRAY	UT	84121	NONE	PC	GENERAL CHARITABLE PURPOSES	$10,000
THE RACHEL COVEY FOUNDATION
PO BOX 1399	AMERICAN FORK	UT	84003	NONE	PC	GENERAL CHARITABLE PURPOSES	$30,000
THE ROAD HOME
210 S RIO GRANDE	SALT LAKE CITY	UT	84101	NONE	PC	GENERAL CHARITABLE PURPOSES	$200,000
THE SALVATION ARMY
438 SOUTH 900 WEST	SALT LAKE CITY	UT	84104	NONE	PC	GENERAL CHARITABLE PURPOSES	$52,000
THE SANDY CLUB A SAFE PLACE
450 E 8680 S	SANDY	UT	84070	NONE	PC	GENERAL CHARITABLE PURPOSES	$25,000
THE SHACK
831 N 6TH STREET	GREYBULL	WY	82426	NONE	PC	GENERAL CHARITABLE PURPOSES	$3,000
THE UTAH ANTI-BULLYING COALITION
PO BOX 4522	PARK CITY	UT	84060	NONE	PC	GENERAL CHARITABLE PURPOSES	$20,000
THE WORK ACTIVITY CENTER
1275 W 2320 S	WEST VALLEY CITY	UT	84119	NONE	PC	GENERAL CHARITABLE PURPOSES	$15,000
THE YMCA OF NORTHERN UTAH
3048 W 1800 N	CLINTON	UT	84015	NONE	PC	GENERAL CHARITABLE PURPOSES	$12,000
THE ZAHRA CHARITY
PO BOX 1594	SALT LAKE CITY	UT	84110	NONE	PC	GENERAL CHARITABLE PURPOSES	$100,000
THOM & GAIL WILLIAMSEN FAMILY FOUNDATION
6900 S 900 E SUITE 230	MIDVALE	UT	84047	NONE	PF	GENERAL CHARITABLE PURPOSES	$1,095,000
TIMPANOGOS LEGAL CENTER
3301 N UNIVERSITY AVENUE	PROVO	UT	84604	NONE	PC	GENERAL CHARITABLE PURPOSES	$50,000
TRAILS UTAH
PO BOX 58802	SALT LAKE CITY	UT	84158	NONE	PC	GENERAL CHARITABLE PURPOSES	$10,000
TUACAHN CENTER FOR THE ARTS
1100 N TUACAHN DRIVE	IVINS	UT	84738	NONE	PC	GENERAL CHARITABLE PURPOSES	$50,000
U CAN LEARN
6375 S HIGHLAND DRIVE 202	SALT LAKE CITY	UT	84121	NONE	PC	GENERAL CHARITABLE PURPOSES	$20,000
UAACC CHARITABLE FOUNDATION INC
350 EAST 400 SOUTH 404	SALT LAKE CITY	UT	84111	NONE	PC	GENERAL CHARITABLE PURPOSES	$10,000
UNIFIED POLICE DEPARTMENT
3365 SOUTH 900 WEST	SALT LAKE CITY	UT	84119	NONE	PC	GENERAL CHARITABLE PURPOSES	$10,000
UNITED WAY OF CENTRAL AND SOUTHERN UTAH
148 N 100 W	PROVO	UT	84601	NONE	PC	GENERAL CHARITABLE PURPOSES	$10,000
UNITED WAY OF NORTHERN UTAH
2955 HARRISON BLVD SUITE 201	OGDEN	UT	84403	NONE	PC	GENERAL CHARITABLE PURPOSES	$15,000
UNITED WAY OF UTAH COUNTY
148 N 100 W	PROVO	UT	84601	NONE	PC	GENERAL CHARITABLE PURPOSES	$15,000
UNIVERSITY IMPACT (NEONATAL RESCUE)
14572 SOUTH 790 WEST SUITE A201A	BLUFFDALE	UT	84065	NONE	PC	GENERAL CHARITABLE PURPOSES	$25,000
UNIVERSITY OF UTAH
1395 E PRESIDENTS CIRCLE	SALT LAKE CITY	UT	84112	NONE	PC	GENERAL CHARITABLE PURPOSES	$860,000
UNLOCKING COMMUNITIES
100 N HERMITAGE AVE	CHICAGO	IL	60612	NONE	PC	GENERAL CHARITABLE PURPOSES	$25,000
UTAH 1033 FOUNDATION
PO BOX 4522	PARK CITY	UT	84060	NONE	PC	GENERAL CHARITABLE PURPOSES	$15,000
UTAH ATHLETIC FOUNDATION (OLYMPIC LEGACY)
3419 OLYMPIC PARKWAY	PARK CITY	UT	84098	NONE	PC	GENERAL CHARITABLE PURPOSES	$25,000
UTAH CHAMBER ARTISTS
11640 S LITTLER ROAD	SANDY	UT	84092	NONE	PC	GENERAL CHARITABLE PURPOSES	$10,000
UTAH CHILDREN
747 E SOUTH TEMPLE STE 100	SALT LAKE CITY	UT	84102	NONE	PC	GENERAL CHARITABLE PURPOSES	$10,000
UTAH COUNCIL OF THE BLIND
1301 W 500 S	WOODS CROSS	UT	84087	NONE	PC	GENERAL CHARITABLE PURPOSES	$35,000
UTAH DISPUTE RESOLUTION
645 S 200 E	SALT LAKE CITY	UT	84111	NONE	PC	GENERAL CHARITABLE PURPOSES	$15,000
UTAH DIVISION OF STATE HISTORY
300 SOUTH RIO GRANDE STREET	SALT LAKE CITY	UT	84101	NONE	PC	GENERAL CHARITABLE PURPOSES	$12,000
UTAH DOWN SYNDROME FOUNDATION
1248 BULLION STREET	MURRAY	UT	84123	NONE	PC	GENERAL CHARITABLE PURPOSES	$20,000
UTAH FOOD BANK
3150 S 900 W	SALT LAKE CITY	UT	84119	NONE	PC	GENERAL CHARITABLE PURPOSES	$450,000
UTAH FOSTER CARE FOUNDATION
5296 SOUTH COMMERCE DRIVE 400	MURRAY	UT	84107	NONE	PC	GENERAL CHARITABLE PURPOSES	$25,000
UTAH HEALTH AND HUMAN RIGHTS PROJECT
225 S 200 E SUITE 250	SALT LAKE CITY	UT	84111	NONE	PC	GENERAL CHARITABLE PURPOSES	$30,000
UTAH INFERTILITY RESOURCE CENTER
1565 E 3300 S	SALT LAKE CITY	UT	84106	NONE	PC	GENERAL CHARITABLE PURPOSES	$30,000
UTAH LIVE STEAMERS RAILROAD CLUB
344 NORTH 100 WEST	PAYSON	UT	84651	NONE	PC	GENERAL CHARITABLE PURPOSES	$6,000
UTAH NEIGHBORHOOD CONNECTION
789 2ND STREET	OGDEN	UT	84404	NONE	PC	GENERAL CHARITABLE PURPOSES	$10,000
UTAH PARTNERS FOR HEALTH
3665 S 8400 W	MAGNA	UT	84044	NONE	PC	GENERAL CHARITABLE PURPOSES	$10,000
UTAH PIONEER HERITAGE ARTS
1258 PITCHFORK ROAD	MURRAY	UT	84123	NONE	PC	GENERAL CHARITABLE PURPOSES	$14,500
UTAH POLICE CIVILIAN ASSOCIATION INC
230 W 200 S 2608	SALT LAKE CITY	UT	84101	NONE	PC	GENERAL CHARITABLE PURPOSES	$10,000
UTAH ROTARY YOUTH FOUNDATION (WJ ROTARY)
5108 WOODSMERE LANE	HERRIMAN	UT	84096	NONE	PC	GENERAL CHARITABLE PURPOSES	$10,000
UTAH SCHOOLS FOR THE DEAF AND BLIND
742 HARRISON BLVD	OGDEN	UT	84404	NONE	PC	GENERAL CHARITABLE PURPOSES	$35,000
UTAH SCIENCE TEACHERS ASSOCIATION
N-143 EYRING SCIENCE CENTER	PROVO	UT	84602	NONE	PC	GENERAL CHARITABLE PURPOSES	$35,000
UTAH SMILES FOUNDATION
1055 N 300 W 301	PROVO	UT	84604	NONE	PC	GENERAL CHARITABLE PURPOSES	$20,000
UTAH STATE BOARD OF EDUCATION
250 EAST 500 SOUTH	SALT LAKE CITY	UT	84114	NONE	PC	GENERAL CHARITABLE PURPOSES	$100,000
UTAH SYMPHONY AND OPERA
123 W SOUTH TEMPLE	SALT LAKE CITY	UT	84101	NONE	PC	GENERAL CHARITABLE PURPOSES	$150,000
UTAH VALLEY FAMILY SUPPORT CENTER
1255 N 1200 W	OREM	UT	84057	NONE	PC	GENERAL CHARITABLE PURPOSES	$50,000
UTAH YOUTH SYMPHONY ASSOCIATION
1292 FEDERAL HEIGHTS DR	SALT LAKE CITY	UT	84103	NONE	PC	GENERAL CHARITABLE PURPOSES	$5,000
UTAH YOUTH VILLAGE
5800 S HIGHLAND DR	SALT LAKE CITY	UT	84121	NONE	PC	GENERAL CHARITABLE PURPOSES	$175,000
UTAHS FIRST LADY FOUNDATION
4492 CREST RIDGE RD	LEHI	UT	84043	NONE	PC	GENERAL CHARITABLE PURPOSES	$50,000
VISUAL ART INSTITUTE
2901 S HIGHLAND DRIVE	SALT LAKE CITY	UT	84102	NONE	PC	GENERAL CHARITABLE PURPOSES	$10,000
VOLUNTEERS OF AMERICA
435 BEARCAT DRIVE	SALT LAKE CITY	UT	84115	NONE	PC	GENERAL CHARITABLE PURPOSES	$55,000
WALDEN SCHOOL
4266 N UNIVERSITY AVE	PROVO	UT	84604	NONE	PC	GENERAL CHARITABLE PURPOSES	$82,000
WASATCH ADAPTIVE SPORTS
9385 S SNOWBIRD CENTER DRIVE	SNOWBIRD	UT	84092	NONE	PC	GENERAL CHARITABLE PURPOSES	$50,000
WASATCH COMMUNITY GARDENS
824 S 400 W B127	SALT LAKE CITY	UT	84101	NONE	PC	GENERAL CHARITABLE PURPOSES	$30,000
WASATCH FORENSIC NURSES
1565 EAST 3300 SOUTH	SALT LAKE CITY	UT	84106	NONE	PC	GENERAL CHARITABLE PURPOSES	$7,500
WASATCH HOMELESS HEALTH CARE INC
409 S 400 W	SALT LAKE CITY	UT	84101	NONE	PC	GENERAL CHARITABLE PURPOSES	$75,000
WASTELESS SOLUTIONS INC
999 E MURRAY HOLLADAY RD SUITE 202	SALT LAKE CITY	UT	84117	NONE	PC	GENERAL CHARITABLE PURPOSES	$5,000
WATTS OF LOVE
900 WARREN AVE	DOWNERS GROVE	IL	60515	NONE	PC	GENERAL CHARITABLE PURPOSES	$50,000
WEBER STATE UNIVERSITY
1265 VILLAGE DRIVE	OGDEN	UT	84408	NONE	PC	GENERAL CHARITABLE PURPOSES	$75,000
WGU ADVANCEMENT
4001 S 700 E 700	SALT LAKE CITY	UT	84119	NONE	PC	GENERAL CHARITABLE PURPOSES	$15,000
WHEELCHAIR 4 KIDS INC
1976 S PINELLAS AVE	TARPON SPRINGS	FL	34689	NONE	PC	GENERAL CHARITABLE PURPOSES	$30,000
WHOLIVES
10102 COPPER KING LN	SOUTH JORDAN	UT	84095	NONE	PC	GENERAL CHARITABLE PURPOSES	$25,000
WOLF CREEK FOUNDATION
PO BOX 313	EDEN	UT	84310	NONE	PC	GENERAL CHARITABLE PURPOSES	$10,000
WOMEN OF THE WORLD
3347 S MAIN ST	SALT LAKE CITY	UT	84115	NONE	PC	GENERAL CHARITABLE PURPOSES	$20,000
WOW UTAH INC
14268 LONG RIDGE DRIVE	HERRIMAN	UT	84096	NONE	PC	GENERAL CHARITABLE PURPOSES	$10,000
YCC FAMILY CRISIS CENTER
2261 ADAMS AVENUE	OGDEN	UT	84401	NONE	PC	GENERAL CHARITABLE PURPOSES	$50,000
YOUNG WOMEN'S CHRISTIAN ASSOCIATION OF UT
675 EAST 2100 SOUTH SUITE 200	SALT LAKE CITY	UT	84106	NONE	PC	GENERAL CHARITABLE PURPOSES	$75,000
YOUTH DRIVING FOR VALUES (FIRST TEE UTAH)
680 WEST 3300 SOUTH	SALT LAKE CITY	UT	84119	NONE	PC	GENERAL CHARITABLE PURPOSES	$5,000
YOUTH FUTURES
2760 ADAMS AVE	OGDEN	UT	84403	NONE	PC	GENERAL CHARITABLE PURPOSES	$150,000
YOUTH GARDEN PROJECT
530 S 400 E	MOAB	UT	84532	NONE	PC	GENERAL CHARITABLE PURPOSES	$5,000
YOUTH WINTERSPORTS ALLIANCE
PO BOX 681698	PARK CITY	UT	84068	NONE	PC	GENERAL CHARITABLE PURPOSES	$10,000
YOUTHLINC
1140 EAST BRICKYARD ROAD 76	SALT LAKE CITY	UT	84106	NONE	PC	GENERAL CHARITABLE PURPOSES	$10,000
ZION CANYON MESA
BOX 145	SPRINGDALE	UT	84767	NONE	PF	GENERAL CHARITABLE PURPOSES	$230,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$25,046,811	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$11,803,708	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$3,244,338	ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

Field	Value	IRS element (for citing)
Desc	RE SALES, TIFF & IMPACT FEES	Desc
Business	531390	BusinessCd
Unrelated Business Taxbl Incm	$956,859	UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$956,859	UnrelatedBusinessTaxblIncmAmt
Exclusion	$15,048,046	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$16,004,905	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING SERVICES	CategoryTxt
Amt	$17,000	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$17,000	DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (8 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	GrantGrantDt	GrantGrantAmt	Purpose Of GrantPurposeOfGrantTxt	Expended By GranteeExpendedByGranteeAmt	Any Diversion By GranteeAnyDiversionByGranteeTxt	Dates Of Reports By GranteeDatesOfReportsByGranteeTxt	VerificationVerificationDt
THE GOOD SAMARITAN FOUNDATION (COLUMBUS EDUCATION CENTER)
6925 UNION PARK CENTER 500	MIDVALE	UT	84060	2021-05-13	$70,000	OPERATING EXPENSES	$70,000	NONE	02/23/2023	2023-02-23
CROCKER CATALYST FOUNDATION
2825 E COTTONWOOD PARKWAY 330	SALT LAKE CITY	UT	84121	2022-01-26	$3,950,000	CHARITABLE GRANTS AND ADMINISTRATIVE EXPENSES	$3,950,000	NONE	JANUARY 12, 2023	2023-01-12
ZION CANYON MESA
BOX 145	SPRINGDALE	UT	84767	2022-07-27	$230,000	COMMONS & RESIDENCIES BUILDING CONSTRUCTION	$100,473	NONE	03/28/2023	2023-03-28
BRENT AND CHERI ANDRUS CHARITABLE TRUST
15 SANDSTONE CV	PARK CITY	UT	84060	2022-01-26	$150,000	OPERATING EXPENSES FOR WHEELCHAIRS AND WATER SANITATION	$150,000	NONE	06/02/2023	2023-06-02
THOM AND GAIL WILLIAMSEN FAMILY FOUNDATION
6900 S 900 E 230	MIDVALE	UT	84047	2021-11-08	$1,000,000	CHARITABLE GRANTS AND ADMINISTRATIVE EXPENSES	$1,000,000	NONE	01/09/2023	2023-01-09
THE GOOD SAMARITAN FOUNDATION (COLUMBUS EDUCATION CENTER)
6925 UNION PARK CENTER 500	MIDVALE	UT	84047	2022-07-27	$50,000	OPERATING EXPENSES	$50,000	NONE	02/23/2023	2023-02-23
THOM AND GAIL WILLIAMSEN FAMILY FOUNDATION
6900 S 900 E 230	MIDVALE	UT	84047	2022-01-26	$1,095,000	CHARITABLE GRANTS & ADMINISTRATIVE EXPENSES	$1,095,000	NONE	01/09/2023	2023-01-09
SKYWARD SYMPHONY
2533 PINEWOOD LANE	LAYTON	UT	84040	2022-10-26	$5,000	OPERATING EXPENSES	$5,000	NONE	08/20/2023	2023-08-20

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (2 entries)

IdentifierIdentifierTxt	Form And Line ReferenceFormAndLineReferenceDesc	Medium ExplanationMediumExplanationTxt
STATEMENT FILED PURSUANT TO 1.6038B-1(C) AND 1.6038B-1T(C)	FORM 926	1) NAME OF U.S. TRANSFEROR: SORENSON LEGACY FOUNDATIONEIN: 45-3240491ADDRESS: 6900 S 900 E #230, MIDVALE, UT 840472) NAME OF FOREIGN TRANSFEREE: CIM CAYMAN HOLDINGS, LLCEIN: 98-1475073ADDRESS: UGLAND HOUSE, GRAND CAYMAN KY1-1104, CJCOUNTRY OF INCORPORATION: CAYMAN ISLANDSSORENSON LEGACY FOUNDATION, A U.S. CORPORATION, IS TRANSFERRING CASH OF $2,500,000 TO CIM CAYMAN HOLDINGS, LLC ON VARIOUS DATES IN EXCHANGE FOR STOCK.3) THE FOLLOWING CONSIDERATION WAS RECEIVED BY THE U.S. TRANSFEROR:DESCRIPTION: COMMON STOCKESTIMATED FAIR MARKET VALUE: $2,500,0004) THE FOLLOWING PROPERTY WAS TRANSFERRED BY THE U.S. TRANSFEROR TO THE FOREIGN TRANSFEREE:(I) ACTIVE TRADE OR BUSINESS PROPERTY NOT APPLICABLE(II) STOCK OR SECURITIES NOT APPLICABLE(III) DEPRECIATED PROPERTY NOT APPLICABLE(IV) PROPERTY TO BE LEASED NOT APPLICABLE(V) PROPERTY TO BE SOLD NOT APPLICABLE(VI) TRANSFERS TO FSCS NOT APPLICABLE(VII) TAINTED PROPERTY NOT APPLICABLE(VIII) FOREIGN LOSS BRANCH NOT APPLICABLE(IX) OTHER INTANGIBLES NOT APPLICABLE5) THE FOLLOWING PROPERTY OF A FOREIGN BRANCH WITH PREVIOUSLY DEDUCTED LOSSES SUBJECT TO THERULES OF 1.367(A)-6T WAS TRANSFERRED BY THE U.S. TRANSFEROR TO THE FOREIGN TRANSFEREE:NOT APPLICABLE(6) THE TRANSFER OF PROPERTY BY THE U.S. TRANSFEROR TO THE U.S. TRANSFEREE IS AN EXCHANGEDESCRIBED IN SECTION [361(A) OR (B)]. THE CONDITIONS SET FORTH IN THE SECOND SENTENCE OFSECTION 367(A)(5), AND ANY REGULATIONS UNDER THAT SECTION, HAVE BEEN SATISFIED. THEFOLLOWING ADJUSTMENTS TO BASIS, OR OTHER ADJUSTMENTS, HAVE BEEN MADE TO THE PROPERTYTRANSFERRED:NOT APPLICABLE.
351 STATEMENT TRANSFEROR	FORM 926	SORENSON LEGACY FOUNDATIONEIN: 45-3240491FORM 926YEAR ENDED 12/31/2022STATEMENT PURSUANT TO 1.351-3(A) BY CIM ENTERPRISE LOAN FUND LP (EIN: 47-2972531), A SIGNIFICANT TRANSFEROR1) THE NAME AND EMPLOYER IDENTIFICATION NUMBER (IF ANY) OF THE TRANSFEREE CORPORATION:[CIM CAYMAN HOLDINGS LLC (EIN: 98-1475073)2) THE DATE(S) OF THE TRANSFER(S) OF ASSETS: 12/31/20223) THE AGGREGATE FAIR MARKET VALUE AND BASIS, DETERMINED IMMEDIATELY BEFORE THE EXCHANGE, OF THE PROPERTY TRANSFERRED BY SUCH TRANSFEROR IN THE EXCHANGE: IMPORTATION PROPERTY TRANSFERRED IN A LOSS IMPORTATION TRANSACTION, (AS DEFINED IN REG. 1.362-3(C)(2) AND 1.362-3(C)(3)): N/A LOSS DUPLICATION PROPERTY (AS DEFINED IN REG. 1.362-4(G)(1)): N/A PROPERTY FOR WHICH ANY GAIN OR LOSS WAS RECOGNIZED ON THE TRANSFER (WITHOUT REGARD TO WHETHER IT IS ALSO IDENTIFIED WITH LOSS IMPORTATION OR LOSS DUPLICATION PROPERTY ABOVE): N/A OTHER PROPERTY NOT DESCRIBED ABOVE: N/AFAIR MARKET VALUE: 2,500,000BASIS: 2,500,0004) THE DATE AND CONTROL NUMBER OF ANY PRIVATE LETTER RULING(S) ISSUED BY THE INTERNAL REVENUESERVICE IN CONNECTION WITH THE SECTION 351 EXCHANGE:NO PRIVATE LETTER RULINGS WERE ISSUED WITH RESPECT TO THE SECTION 351 EXCHANGE.

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)

BondBondNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
GMO DISLOC	$21,581,051	$21,581,051
VANGUARD ULTRAST BOND	$9,953,701	$9,953,701
INTEREST RECEIVABLE	$76,346	$76,346

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (168 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
KABOUTER	$264,503	$264,503
ID GQG INT'L EQUITY	$7,218,188	$7,218,188
GSO MEZZANINE FUND	$2,932,986	$2,932,986
FTI CONSULTING INC	$255,033	$255,033
EVOLUTION AB ADR	$92,092	$92,092
ELEVANCE HEALTH INC COM	$324,197	$324,197
CONOCOPHILLIPS	$219,598	$219,598
COMM PIMCO COMM REAL RETURN	$14,600,415	$14,600,415
CIM ENTERPRISE LOAN FUND, L.P.	$5,332,774	$5,332,774
BRECKINRIDGE GOVT/CRED70	$12,542,677	$12,542,677
MERRIMACK PHARMACETUCALS	$653,777	$653,777
BRECKINRIDGE GOVT/CRED69	$4,139,794	$4,139,794
PACIFIC RIDGE CAPITAL	$13,551,680	$13,551,680
VANGUARD SMALL CAP VALUE	$8,536,607	$8,536,607
VANGUARD LARGE VALUE ETF	$30,614,263	$30,614,263
VANGUARD INFL PROTECTED	$11,099,684	$11,099,684
US EQUITY SECURITIES	$30,825,332	$30,825,332
UNITED HEALTH GROUP INC	$829,732	$829,732
TESLA INC	$244,759	$244,759
STARBUCKS CORP COM	$304,544	$304,544
SHOPIFY INC	$128,774	$128,774
SHELL PLC SPON ADS EA	$757,549	$757,549
PE SILVER LAKE FUND IL	$4,944,405	$4,944,405
PE LONE STAR FUND IV	$727,713	$727,713
PE GSO MEZZANINE FUND	$228,444	$228,444
PE CZECH III SENIOR LOAN	$1,246,310	$1,246,310
PE CARLYLE EUROPE IV	$1,286,155	$1,286,155
PE BLACKSTONE BTAS	$832,586	$832,586
PAYPAL HOLDINGS	$161,883	$161,883
NETFLIX COM INC COM	$405,460	$405,460
BLOCK INC CL A	$149,434	$149,434
SM VANGUARD SMID INDEX	$8,821,515	$8,821,515
ABR 75/25 VOLITILITY	$3,275,457	$3,275,457
YUM CHINA HLDGS INC	$97,113	$97,113
NASPERS SPON ADR	$94,548	$94,548
ADVANCED DRAINAGE	$57,461	$57,461
CINCINNATI FINL CORP	$208,056	$208,056
TRIMBLE INC COM	$278,889	$278,889
NINTENDO CO LTD	$213,990	$213,990
FIDELITY NATIONAL INFORMATION SERVICES	$350,649	$350,649
SERVICE CORP INTL	$237,634	$237,634
VERIZON	$261,104	$261,104
NOVO-NORDISK A S ADR	$229,266	$229,266
DECKERS OUTDOOR CORP	$182,017	$182,017
HENRY SCHEIN INC	$162,456	$162,456
COMCAST CORP NEW	$649,218	$649,218
SEI INVESTMENTS CO	$198,045	$198,045
ALIBABA GROUP HLDG	$143,058	$143,058
NESTLE S A SPONSORED	$229,635	$229,635
WOODWARD INC COM	$289,733	$289,733
YUM BRANDS INC	$201,854	$201,854
MERCK & CO INC NEW	$416,728	$416,728
UMPQUA HOLDINGS CORP	$209,970	$209,970
CHEVRON CORP NEW COM	$393,622	$393,622
HENRY JACK & ASSOC	$215,061	$215,061
WORKDAY INC COM	$129,681	$129,681
IAC INTERACTIVECORP	$81,829	$81,829
POOL CORP COM	$204,980	$204,980
INTUITIVE SURGICAL	$166,640	$166,640
FASTENAL CO	$242,184	$242,184
FACTSET RESH SYS INC	$223,875	$223,875
BURLINGTON STORES	$319,550	$319,550
GRACO INC	$222,765	$222,765
PROGRESSIVE CORP	$445,424	$445,424
PROSUS N.V. SPON ADR	$369,362	$369,362
PAYCHEX INC COM	$310,163	$310,163
PROSPERITY	$196,963	$196,963
GODADDY INC CL A	$421,760	$421,760
DOMINION ENERGY INC	$290,963	$290,963
ACUITY BRANDS INC	$251,893	$251,893
FACTSET RESH SYS INC	$215,049	$215,049
TARGET CORP COM	$276,767	$276,767
CASEYS GEN STORES	$258,900	$258,900
MANHATTAN ASSOCS INC	$166,075	$166,075
BROADRIDGE	$192,208	$192,208
DEERE & COMPANY	$113,193	$113,193
PFIZER INC	$358,270	$358,270
AIR PRODUCTS & CHEM	$419,542	$419,542
CISCO SYS INC COM	$292,605	$292,605
JOHNSON & JOHNSON	$452,577	$452,577
MICROSOFT CORP	$1,464,581	$1,464,581
LOWES COS INC COM	$384,334	$384,334
BERKSHIRE HATHAWAY	$400,643	$400,643
NORDSON CORP COM	$298,576	$298,576
BLACKBAUD INC	$263,399	$263,399
UNITED PARCEL SVC	$366,802	$366,802
KIRBY CORP	$268,082	$268,082
ILLUMINA INC COM	$226,060	$226,060
NORFOLK SOUTHERN CRP	$288,065	$288,065
TELEFLEX INC	$502,755	$502,755
EXPEDITORS INTL WASH	$235,483	$235,483
IDEX CORP	$326,055	$326,055
AERCAP HOLDINGS N.V.	$366,250	$366,250
GARTNER INC	$197,986	$197,986
BLACK KNIGHT INC COM	$276,146	$276,146
VISA INC COM CL A	$767,465	$767,465
BIO-TECHNE CORP	$262,564	$262,564
STARBUCKS CORP COM	$393,526	$393,526
CROWN CASTLE INTL	$325,807	$325,807
COLUMBIA SPORTSWEAR	$384,389	$384,389
HEXCEL CORP COM	$286,246	$286,246
LIBERTY BROADBAND SER C	$208,904	$208,904
QUALCOMM INC	$259,348	$259,348
ROCHE HLDG LTD	$256,368	$256,368
NOVARTIS A G	$334,485	$334,485
VERTEX PHARMACEUTCLS	$346,247	$346,247
TEXAS INSTRUMENTS	$473,025	$473,025
BLACKROCK INC	$420,218	$420,218
ULTA BEAUTY INC COM	$311,932	$311,932
IAA INC COM	$435,320	$435,320
BOOZ ALLEN HAMILTON CLASS A	$376,795	$376,795
LANDSTAR SYSTEMS INC	$506,782	$506,782
REGENERON	$304,469	$304,469
CACI INTL INC CL A	$477,938	$477,938
LIBERTY BROADBAND SER A	$133,268	$133,268
DISNEY WALT CO	$325,974	$325,974
LKQ CORP	$437,802	$437,802
MONSTER BEVERAGE	$440,133	$440,133
WEX INC COM	$445,128	$445,128
AFFILIATED MANAGERS	$632,136	$632,136
DISH NETWORK CORP	$165,840	$165,840
MARKEL CORP HLDG CO	$555,981	$555,981
DISNEY WALT CO	$207,904	$207,904
DOLBY LABORATORIES	$417,808	$417,808
LENNOX INTL INC	$384,203	$384,203
CHOICE HOTEL INTL	$417,106	$417,106
JONES LANG LASALLE	$357,467	$357,467
APPLE	$531,803	$531,803
APTARGROUP INC	$547,700	$547,700
RPM INTL INC	$504,596	$504,596
SEI INVESTMENTS CO	$570,232	$570,232
MORNINGSTAR INC COM	$404,590	$404,590
SALESFORCE COM INC	$281,754	$281,754
CHARTER	$218,720	$218,720
ALPHABET INC CAP STK CL A	$351,155	$351,155
ALPHABET INC CAP STK CL C	$310,555	$310,555
BROWN &BROWN INC COM	$477,181	$477,181
AUTODESK INC COM	$402,331	$402,331
BOEING CO	$633,189	$633,189
ORACLE CORP COM	$530,656	$530,656
HUNT J B TRANS SVCS	$385,684	$385,684
CAPITAL ONE	$359,662	$359,662
ENVISTA HLDGS CORP	$472,390	$472,390
MICROSOFT CORP	$313,685	$313,685
WELLS FARGO CO NEW	$802,265	$802,265
ARAMARK COM	$792,570	$792,570
VISA INC COM CL A	$245,365	$245,365
META PLATFORMS INC	$838,770	$838,770
AMAZON.COM INC	$916,020	$916,020
HILTON WORLDWIDE	$495,331	$495,331
CARLISLE COS INC COM	$598,315	$598,315
BERKLEY W R CORP	$1,036,372	$1,036,372
NVIDIA CORP	$522,012	$522,012
CITIGROUP INC	$648,236	$648,236
GENERAL ELECTRIC CO	$774,806	$774,806
AON PLC COM USD0.01	$553,458	$553,458
MORGAN STANLEY	$532,735	$532,735
COMCAST CORP NEW	$187,229	$187,229
GOLDMAN SACHS GROUP	$857,420	$857,420
MARRIOTT INTL	$501,610	$501,610
NETFLIX COM INC COM	$1,129,390	$1,129,390
AMAZON.COM INC	$461,580	$461,580
META PLATFORMS INC	$559,942	$559,942
MICROSOFT CORP	$552,066	$552,066
ALPHABET INC CAP STK CL C	$1,185,433	$1,185,433
DOUBLELINE TOTAL RETURN BOND FUND	$7,151,311	$7,151,311
PIMCO COMMODITY REAL	$8,125,498	$8,125,498
VANGUARD S&P 500 ETF	$26,437,984	$26,437,984

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Obligations Book Vl EOY	$59,008,041	USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV	$59,008,041	USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY	$0	StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV	$0	StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Field	Value	IRS element (for citing)
Category Or Item	INVESTMENT REAL ESTATE SUBS	CategoryOrItemTxt
Listed At Cost Or FMV	FMV	ListedAtCostOrFMVCd
Book Value	$60,233,190	BookValueAmt
EOYFMV	$60,233,190	EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL SERVICES	CategoryTxt
Legal Fees	$77,643	LegalFeesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$67,483	DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	CHANGE IN UNREALIZED APPRECIATION	Desc
Amt	$72,111,956	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MEALS & ENTERTAINMENT	$2,350	$0	$2,350
INSURANCE	$37,555	$0	$39,060
POSTAGE	$1,289	$0	$1,289
DATA PROCESSING	$10,704	$0	$10,704
SUPPLIES	$2,544	$0	$2,544
MISCELLANEOUS	$6,354	$1	$6,381
INVESTMENT EXPENSES FROM PS	$0	$699,013	$0
RENTAL EXPENSES	$0	$16,585	$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (6 entries)

DescDesc	Net Investment IncomeNetInvestmentIncomeAmt	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Adjusted Net IncomeAdjustedNetIncomeAmt
CZECZECH III SENIOR LOAN TRUST	$104,867
BLACKSTONE ALT SOLUTION	$29,512
LS REAL ESTATE IV	$14,060
CIM ENTERPRISE LOAN FUND	$277,597
STEWART INVESTORS	$7,562
RE SALES, TIFF & IMPACT FEES		$956,859	$956,859

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT SERVICES	$1,335,663	$1,335,663	$0
OTHER PROFESSIONAL FEES	$505,399	$0	$500,645

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN WITHHOLDING TAX	$10,141	$22,427	$0
UBIT & EXCISE TAX ON INVESTMENT INCOME	$189,072	$0	$0