LARRY H MILLER & GAIL MILLER FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LARRY H MILLER & GAIL MILLER FAMILY FOUNDATION (EIN 51-0641922)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202343189349102494
- 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
- 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 Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T12:40:02-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | KAREN MILLER | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Phone | 8015634100 | PhoneNum |
| Signature | 2023-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KAREN | PersonFirstNm |
| Person Last | MILLER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRADLEY R GARDNER | PreparerPersonNm |
| PTIN | P01320854 | PTIN |
| Phone | 8013338000 | PhoneNum |
| Preparation | 2023-11-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| 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 | $654,921,627 | 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 | $3,859,249 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $17,840,477 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,428,656 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$120,042 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $128,670,390 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$64,057,900 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,853,589 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$42,478,216 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $20,282,245 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $541,817 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $537,876 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,941 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,961,643 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,961,643 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $131,686 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $100,968 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,101,087 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,652,171 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $4,736,233 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,252,658 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,941 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $33,161,863 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $33,161,863 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $37,898,096 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,252,658 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $33,165,804 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$80,376,312 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,029,587 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $571,939 | CashBOYAmt |
| Cash EOY | $5,677,749 | CashEOYAmt |
| Cash EOYFMV | $5,677,749 | CashEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Other Investments BOY | $696,737,558 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $638,095,589 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $649,243,878 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $697,309,497 | TotalAssetsBOYAmt |
| Total Assets EOY | $643,773,338 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $654,921,627 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $3,941 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,941 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $697,309,497 | CapitalStockBOYAmt |
| Capital Stock EOY | $643,769,396 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $697,309,497 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $643,769,396 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $697,309,497 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $643,773,337 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $697,309,497 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$80,376,312 | ExcessRevenueOverExpensesAmt |
| Other Increases | $26,836,211 | OtherIncreasesAmt |
| Subtotal | $643,769,396 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $643,769,396 | 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 | $81,612,061 | $88,256,090 | -$6,644,029 | -$6,644,029 |
| SHORT-TERM CAP GAIN/LOSS | $47,058,330 | $52,906,187 | -$5,847,857 | -$5,847,857 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$12,491,886 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $181,111 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $181,111 | SubtotalAmt |
| Tax Based On Investment Income | $181,111 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $131,032 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $131,032 | TotalPaymentsAndCreditsAmt |
| Tax Due | $50,079 | TaxDueAmt |
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 | false | BusinessHoldingsInd |
| 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 | $252,926 |
| GOLDMAN SACHS & CO LLC | |||||
| 200 WEST STREET | NEW YORK | NY | 10282 | 0 | $1,536,110 |
| PELION VENTURES VII LP | |||||
| 2750 E COTTONWOOD PAKRWAY STE 600 | SALT LAKE CITY | UT | 84121 | 0 | $156,547 |
| GENERAL CATALYST IGNITION LP | |||||
| 20 UNIVERSITY ROAD STE 450 | CAMBRIDGE | MA | 02138 | 0 | $58,769 |
| VELOCIS FUND III INSTITUTIONAL LP | |||||
| 300 CRESCENT COURT STE 850 | DALLAS | TX | 75206 | 0 | $146,939 |
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 | $673,083,535 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,534,511 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $677,618,046 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $677,618,046 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,164,271 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $667,453,775 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $33,372,689 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $33,372,689 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $181,111 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $181,111 | TotalTaxAmt |
| Distributable Before Adj | $33,191,578 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $33,191,578 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $33,191,578 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $33,165,804 | 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 | $33,165,804 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $33,191,578 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $200,370 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Qualifying Distributions | $33,165,804 | QualifyingDistributionsAmt |
| Applied To Year1 | $200,370 | AppliedToYear1Amt |
| Applied To Current Year | $32,965,434 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Undistributed Income CY | $226,144 | 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 (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CORPORATION OF THE PRESIDENT | ||||||
| 50 EAST SOUTH TEMPLE | SALT LAKE CITY | UT | 84111 | PC | General Financial Support | $854,947 |
| NBA FOUNDATION | ||||||
| 645 FIFTH AVENUE | NEW YORK | NY | 10022 | PC | General Financial Support | $200,000 |
| THE POLICY PROJECT | ||||||
| 1607 E YALECREST AVE | SALT LAKE CITY | UT | 84105 | PC | General Financial Support | $1,000,000 |
| LDS PHILANTHROPIES | ||||||
| 1450 N University Ave | Provo | UT | 84604 | PC | General Financial Support | $500,000 |
| HALE CENTRE THEATRE | ||||||
| 9900 S MONROE ST | SANDY | UT | 84070 | PC | General Financial Support | $3,000,000 |
| CLEAN STATE UTAH | ||||||
| 275 E 200 S | SALT LAKE CITY | UT | 84111 | PC | General Financial Support | $200,000 |
| KISS THE GROUND | ||||||
| PO BOX 515381 | LOS ANGELES | CA | 90051 | PC | General Financial Support | $25,000 |
| INTERMOUNTAIN HEALTHCARE FOUNDATION | ||||||
| 36 S STATE ST 8TH FLOOR | SALT LAKE CITY | UT | 84111 | PC | General Financial Support | $3,000,000 |
| SALT LAKE COMMUNITY COLLEGE FOUNDATION | ||||||
| 2001 STATE STREET S4-700 | SALT LAKE CITY | UT | 84190 | GOV | General Financial Support | $7,500,000 |
| MAKE A WISH FOUNDATION OF UTAH | ||||||
| 771 E WINCHESTER STREET | MURRAY | UT | 84107 | PC | General Financial Support | $1,000,000 |
| UNIVERSITY OF UTAH | ||||||
| 201 PRESIDENTS CIR | SALT LAKE CITY | UT | 84112 | PC | General Financial Support | $3,738,391 |
| HOLDING OUT HELP | ||||||
| 748 E PIONEER RD | DRAPER | UT | 84020 | PC | General Financial Support | $15,000 |
| RAPE RECOVERY CENTER | ||||||
| 2035 S 1300 E | SALT LAKE CITY | UT | 84105 | PC | General Financial Support | $2,000 |
| WEBER STATE UNIVERSITY | ||||||
| 1265 VILLAGE DR DEPT 4018 | OGDEN | UT | 84401 | PC | General Financial Support | $3,500,000 |
| WOMEN OF THE WORLD | ||||||
| 415 E 3900 S | SALT LAKE CITY | UT | 84107 | PC | General Financial Support | $180,875 |
| A CHILD'S HOPE FOUNDATION | ||||||
| 165 N 1330 W STE A1 | OREM | UT | 84057 | PC | General Financial Support | $25,000 |
| AMERICAN HEART ASSOCIATION | ||||||
| 465 S 400 E STE 110 | SALT LAKE CITY | UT | 84111 | PC | General Financial Support | $2,000 |
| AMERICAN FARMLAND TRUST | ||||||
| 1150 CONNECTICUT AVE NORTHWEST STE | WASHINGTON | DC | 20036 | PC | General Financial Support | $50,000 |
| FRIENDS OF LIAHONA | ||||||
| 2464 W 450 S | PLEASANT GROVE | UT | 84062 | PC | General Financial Support | $100,000 |
| GARY & JEANETTE HERBERT FOUNDATION | ||||||
| 5842 FONTAINE BLEU CIRCLE | SALT LAKE CITY | UT | 84121 | PC | General Financial Support | $500,000 |
| SPY HOP | ||||||
| 208 W HARVEY MILK BOULEVARD | SALT LAKE CITY | UT | 84101 | PC | General Financial Support | $30,000 |
| JDRF | ||||||
| 3001 METRO DRIVE STE 100 | BLOOMINGTON | MN | 55425 | PC | General Financial Support | $300,000 |
| ONE UTAH HEALTH COLLABORATIVE INC | ||||||
| 2029 E ALDO CIR | SALT LAKE CITY | UT | 84108 | PC | General Financial Support | $250,000 |
| THE ROAD HOME | ||||||
| 1415 S MAIN ST | SALT LAKE CITY | UT | 84115 | PC | General Financial Support | $150,000 |
| UNITED WAY OF SALT LAKE | ||||||
| 257 E 200 S STE 300 | SALT LAKE CITY | UT | 84111 | PC | General Financial Support | $150,000 |
| YOUTHCLINIC | ||||||
| 1166 E BRICKYARD RD | SALT LAKE CITY | UT | 84106 | PC | General Financial Support | $125,000 |
| MADISON HOUSE AUTISM FOUNDATION | ||||||
| 611 ROCKVILLE PIKE STE 150 | ROCKVILLE | MD | 20852 | PC | General Financial Support | $500,000 |
| PACHAMAMA ALLIANCE | ||||||
| PO BOX 29191 | SAN FRANCISCO | CA | 94129 | PC | General Financial Support | $100,000 |
| PASTOR FRANCE A DAVIS SCHOLARSHIP FUND | ||||||
| 1090 S STATE ST | SALT LAKE CITY | UT | 84111 | PC | General Financial Support | $3,000 |
| SUTHERLAND INSTITUTE | ||||||
| 155 W SOUTH TEMPLE STE 200 | SALT LAKE CITY | UT | 84101 | PC | General Financial Support | $350,000 |
| THE CHILDREN'S CENTER | ||||||
| 350 S 400 E | SALT LAKE CITY | UT | 84111 | PC | General Financial Support | $500,000 |
| THE OTHER SIDE ACADEMY | ||||||
| 667 E 100 S | SALT LAKE CITY | UT | 84102 | PC | General Financial Support | $1,000,000 |
| UTAH SYMPHONY | ||||||
| 123 W SOUTH TEMPLE | SALT LAKE CITY | UT | 84101 | PC | General Financial Support | $400,000 |
| VARIETY THE CHILDREN'S CHARITY OF SOUTHERN CA | ||||||
| 4601 WILSHIRE BLVD STE 260 | LOS ANGELES | CA | 90010 | PC | General Financial Support | $3,000 |
| WILLIE WILLIAMS FOUNDATION | ||||||
| 12123 SHELBYVILLE ROAD STE 100 | LOUISVILLE | KY | 40243 | PC | General Financial Support | $10,000 |
| UTAH STEM FOUNDATION | ||||||
| 60 E SOUTH TEMPLE STE 850 | SALT LAKE CITY | UT | 84111 | PC | General Financial Support | $50,000 |
| UTAH ZOOLOGICAL SOCIETY | ||||||
| 2600 E SUNNYSIDE AVE | SALT LAKE CITY | UT | 84108 | PC | General Financial Support | $29,900 |
| UTAH VALLEY UNIVERSITY FOUNDATION | ||||||
| 800 W UNIVERSITY PARKWAY | OREM | UT | 84058 | PC | General Financial Support | $7,750 |
| ZERO - THE END OF PROSTATE CANCER | ||||||
| 515 KING ST STE 420 | ALEXANDRIA | VA | 22314 | PC | General Financial Support | $10,000 |
| HUNTSMAN MENTAL HEALTH FOUNDATION | ||||||
| 500 S HUNTSMAN WAY | SALT LAKE CITY | UT | 84108 | PC | General Financial Support | $3,500,000 |
| CHALLENGED ATHLETES FOUNDATION | ||||||
| 9591 WAPLES STREET | SAN DIEGO | CA | 92121 | PC | General Financial Support | $25,000 |
| UTAH CUT FLOWER FARM ASSOCIATION | ||||||
| 245 E 9500 S | PARADISE | UT | 84328 | PC | General Financial Support | $25,000 |
| BICYCLE COLLECTIVE | ||||||
| 2312 S WEST TEMPLE ST | SALT LAKE CITY | UT | 84115 | PC | General Financial Support | $250,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $33,161,863 | TotalGrantOrContriPdDurYrAmt |
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 | $17,840,477 | 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 | -$120,042 | 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 (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| K-1 PICKUP | 18 | -$64,059,400 |
| TAX REFUND | 01 | $1,500 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$46,337,465 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$46,337,465 | 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 | $3,859,249 | 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 | $541,817 | Amt |
| Net Investment Income | $537,876 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $54,182 | 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 |
| PELION VENTURES VII LP |
| INVESTMENT MANAGEMENT FEES |
| GENERAL CATALYST IGNITION LP |
| INVESTMENT MANAGEMENT FEES |
| VELOCIS FUND III INSTITUTIONAL 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 | CategoryOrItemTxt |
| Book Value | $638,095,589 | BookValueAmt |
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 | $1,101,087 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,652,171 | 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 | -$64,057,900 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,853,589 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PY TRUE-UP - NO TAX EFFECT | Desc |
| Amt | $26,836,211 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $2,961,643 | Amt |
| Net Investment Income | $2,961,643 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $1,686 | $100,968 |
| EXCISE TAX | $130,000 | $0 |