ZIONS BANCORPORATION FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ZIONS BANCORPORATION FOUNDATION (EIN 84-1411938)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202203199349109965
- Schema version
- 2021v4.2
- 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
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T18:36:42-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 202253063 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TANNER LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36 S STATE STREET SUITE 600 | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 841411938 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ZIONS BANCORPORATION FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ZION | BusinessNameControlTxt |
| Phone | 8018447633 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE SOUTH MAIN STREET 15TH FL | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 841331109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL BURDISS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8018447633 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PAUL | PersonFirstNm |
| Person Last | BURDISS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARC A METCALF | PreparerPersonNm |
| PTIN | P00170461 | PTIN |
| Phone | 8015327444 | PhoneNum |
| Preparation | 2022-11-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $47,728,581 | 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 | $40,065,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $637,376 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $637,376 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,337,423 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,081,851 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,337,423 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $78,399 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $80,500 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $42,118,198 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,055,299 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,300 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $44,387 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,129 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $17,392 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $17,392 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $54 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $54 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $65,133 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $35,875 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,152,955 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,152,955 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,218,088 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $35,875 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,152,955 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $39,900,110 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,019,424 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $229,021 | CashBOYAmt |
| Cash EOY | $10,030,283 | CashEOYAmt |
| Cash EOYFMV | $10,030,283 | CashEOYFMVAmt |
| Corporate Bonds BOY | $3,146,820 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $763,766 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $762,720 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,524,246 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $35,006,148 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $36,935,578 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,900,087 | TotalAssetsBOYAmt |
| Total Assets EOY | $45,800,197 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $47,728,581 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $5,900,087 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $45,800,197 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,900,087 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $45,800,197 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,900,087 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $45,800,197 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,900,087 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $39,900,110 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $45,800,197 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $45,800,197 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES, SALES OF | $9,571,101 | $8,666,257 | $904,844 | $904,844 | ||
| PUBLICLY TRADED SECURITIES, MUTUAL FUND CAP GAIN DISTRIBUTIONS | $413,770 | $413,770 | $413,770 | |||
| HIGHLAND CRUSADER DISTRIBUTION | $96,980 | $78,171 | $18,809 | $18,809 | 2018-11-01 | 2021-09-01 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,337,423 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $28,070 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $28,070 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $28,070 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $74,796 | 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 | $74,796 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $46,726 | OverpaymentAmt |
| Applied To ES Tax | $46,726 | 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 | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHAWN JENSEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8018447633 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE SOUTH MAIN STREET 15TH FL | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 841331109 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| HARRIS SIMMONS | ||||||||
| ONE SOUTH MAIN ST 15TH FL | SALT LAKE CITY | UT | 84133 | TRUSTEE/PRESIDENT | 1.00 | $0 | $0 | $0 |
| PAUL BURDISS | ||||||||
| ONE SOUTH MAIN ST 15TH FL | SALT LAKE CITY | UT | 84133 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| REBECCA ROBINSON | ||||||||
| ONE SOUTH MAIN ST 15TH FL | SALT LAKE CITY | UT | 84133 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | 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 | $35,852,563 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $702,259 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $16,307 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $36,571,129 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $36,571,129 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $548,567 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $36,022,562 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,801,128 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,801,128 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $28,070 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $28,070 | TotalTaxAmt |
| Distributable Before Adj | $1,773,058 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,773,058 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,773,058 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,152,955 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,152,955 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,773,058 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $221,407 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $374,522 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,064,021 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,663,582 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,595,560 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,919,092 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,152,955 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,773,058 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $379,897 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $8,298,989 | 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 | $221,407 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,077,582 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $374,522 | ExcessFromYear4Amt |
| Excess From Year3 | $2,064,021 | ExcessFromYear3Amt |
| Excess From Year2 | $2,663,582 | ExcessFromYear2Amt |
| Excess From Year1 | $2,595,560 | ExcessFromYear1Amt |
| Excess From Current Year | $379,897 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (265 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| YOUNG AMERICANS CENTER FOR FINANCIAL EDUCATION | ||||||
| 3550 E 1ST AVE | DENVER | CO | 80206 | PC | SUPPORTS THE FINANCIAL EDUCATION SEND-A-SCHOOL PROGRAM | $2,500 |
| YOUNG AMERICANS CENTER FOR FINANCIAL EDUCATION | ||||||
| 3550 E 1ST AVE | DENVER | CO | 80206 | PC | FINCIAL AID FOR LOW INCOME STUDENTS | $5,000 |
| YOUNG AMERICANS CENTER FOR FINANCIAL EDUCATION | ||||||
| 3550 E 1ST AVE | DENVER | CO | 80206 | PC | FINCIAL AID FOR LOW INCOME STUDENTS | $5,000 |
| YMCA OF SOUTHERN NEVADA | ||||||
| 4141 MEADOWS LN | LAS VEGAS | NV | 89107 | PC | PROVIDE FINANCIAL ASSISTANCE FOR FAMILIES OF THE Y PROGRAM | $2,500 |
| YMCA OF GREATER SAN ANTONIO THE ASSOCIATION | ||||||
| 231 E RHAPSODY | SAN ANTONIO | TX | 78216 | PC | PROVIDE RESOURCES TO MEET COMMUNITY NEEDS | $1,500 |
| WOMENS BEAN PROJECT | ||||||
| 3201 CURTIS ST | DENVER | CO | 80205 | PC | SUPPORTS WOMEN BY PROVIDING STEPPING STONES TO SELF-SUFFICIENCY | $2,000 |
| WOMEN ORGANIZAING RESOURCES KNOWLEDGE AND SERVICES | ||||||
| 795 N AVENUE 50 | LOS ANGELES | CA | 90042 | PC | PROVIDE AFFORDABLE HOUSING | $5,000 |
| WITTE MUSEUM | ||||||
| 3801 BROADWAY | SAN ANTONIO | TX | 78209 | PC | SUPPORT THE MUSEUM | $1,554 |
| WEST VALLEY MAVERICKS FOUNDATION INC | ||||||
| PO BOX 2216 | LITCHFIELD PK | AZ | 85340 | PC | ASSIST CHILDREN AND FAMILIES IN NEED | $5,800 |
| WELLSPRING FAMILY SERVICES | ||||||
| 1900 RAINIER AVE S | SEATTLE | WA | 98144 | PC | SUPPORT TO END FAMILY HOMELESSNESS | $2,500 |
| WARREN VILLAGE INC | ||||||
| 1323 GILPIN ST | DENVER | CO | 80218 | PC | SUPPORT FOR SAFE AND AFFORDABLE HOUSING | $3,000 |
| VETERANS EXPEDITIONS | ||||||
| 1031 E ST | SALIDA | CO | 81201 | PC | SUPPORTS VETERANS | $667 |
| VENTURA COUNTY COMMUNITY DEVELOPMENT CORPORATION | ||||||
| 2231 STURGIS RD | OXNARD | CA | 93030 | PC | ASSIST FAMILIES ACHIEVE FINANCIAL STABILITY | $14,000 |
| VALLEY OF THE SUN UNITED WAY | ||||||
| 3200 E CAMELBACK RD | PHOENIX | AZ | 85018 | PC | ASSIST WITH PROGRAMS TO RESPOND TO COMMUNITY NEEDS | $9,500 |
| UTAH VALLEY UNIVERSITY FOUNDATION INC | ||||||
| 800 W UNIVERSITY PARKWAY | OREM | UT | 84058 | PC | SUPPORT THE NOORDA PERFORMING ARTS CENTER | $100,000 |
| UNSHAKEABLE | ||||||
| 2654 W HORIZON RIDGE PKWY | HENDERSON | NV | 89052 | PC | SUPPORT THE EMPOWER TO EMPLOY PROGRAM | $1,500 |
| UNIVERSITY OF UTAH | ||||||
| 201 S PRESIDENTS CIR | SALT LAKE CITY | UT | 84112 | PC | SUPPORT THE EINAR NIELSEN FIELDHOUSE PROJECT | $99,666 |
| UNIVERSITY OF NEVADA LAS VEGAS FOUNDATION | ||||||
| 4505 MARYLAND PKWY | LAS VEGAS | NV | 89154 | PC | SUPPORT FOR STUDENT ATHLETES | $36,000 |
| UNIVERSITY OF NEVADA LAS VEGAS FOUNDATION | ||||||
| 4505 S MARYLAND PARKWAY | LAS VEGAS | NV | 89154 | PC | SUPPORT LEE BUSINESS SCHOOL FUND | $22,500 |
| UNIVERSITY OF NEVADA LAS VEGAS FOUNDATION | ||||||
| 4505 MARYLAND PKWY | LAS VEGAS | NV | 89154 | PC | PLEDGE TO SCHOLARSHIP FUND | $25,000 |
| UNIVERSITY OF NEVADA LAS VEGAS FOUNDATION | ||||||
| 4505 S MARYLAND PARKWAY | LAS VEGAS | NV | 89154 | PC | SUPPORT LEE BUSINESS SCHOOL FUND | $12,500 |
| UNITED WAY OF YUMA COUNTY INC | ||||||
| 180 W 1ST ST | YUMA | AZ | 85364 | PC | ASSIST WITH PROGRAMS TO RESPOND TO COMMUNITY NEEDS | $3,000 |
| UNITED WAY OF TUCSON AND SOUTHEN ARIZONA INC | ||||||
| PO BOX 86750 | TUCSON | AZ | 85754 | PC | ASSIST WITH PROGRAMS TO RESPOND TO COMMUNITY NEEDS | $9,500 |
| UNITED WAY OF TARRANT COUNTY | ||||||
| 1500 N MAIN ST | FORT WORTH | TX | 76164 | PC | SUPPORT WOMEN UNITED ANNUAL LUNCHEON | $925 |
| UNITED WAY OF TARRANT COUNTY | ||||||
| 1500 N MAIN ST | FORT WORTH | TX | 76164 | PC | IMPACT HUMAN SERVICES IN TARRANT COUNTY | $5,000 |
| UNITED WAY OF SIERRA VISTA AND COCHISE COUNTY INC | ||||||
| 750 E BARTOW DR | SIERRA VISTA | AZ | 85635 | PC | SUPPORT REAL WISHES FOUNDATION | $1,000 |
| UNITED WAY OF SAN ANTONIO & BEXAR COUNTY | ||||||
| 700 S ALAMO ST | SAN ANTONIO | TX | 78205 | PC | IMPACT HUMAN SERVICES IN BEXAR COUNTY | $10,000 |
| UNITED WAY OF NORTHERN ARIZONA | ||||||
| 1515 E CEDAR AVE | FLAGSTAFF | AZ | 86004 | PC | ASSIST WITH PROGRAMS TO RESPOND TO COMMUNITY NEEDS | $4,000 |
| UNITED WAY OF METROPOLITAN DALLAS INC | ||||||
| 1800 N LAMAR ST | DALLAS | TX | 75202 | PC | IMPACT HUMAN SERVICES IN DALLAS | $10,000 |
| UNITED WAY OF GREATER HOUSTON | ||||||
| 50 WAUGH DR | HOUSTON | TX | 77007 | PC | IMPACT HUMAN SERVICES IN HOUSTON | $100,000 |
| UNITED WAY OF GREATER BAYTOWN AREA & CHAMBERS COUNTY | ||||||
| 5309 DECKER DR | BAYTOWN | TX | 77520 | PC | IMPACT HUMAN SERVICES IN BAYTOWN | $5,000 |
| TWELVE DAYS OF CHRISTMAS INC | ||||||
| 1415 S VOSS RD | HOUSTON | TX | 77057 | PC | SUPPORT LITERACY IN THE HOUSTON COMMUNITY | $800 |
| TRELLIS | ||||||
| 1405 E MCDOWELL RD | PHOENIX | AZ | 85006 | PC | SUPPORT HOUSING COUNSELING | $10,000 |
| THREE ARROWS | ||||||
| 415 E 8TH ST | DURANGO | CO | 81301 | PC | PROVIDES EMERGENCY FINANCIAL AID | $911 |
| THEATRE UNDER THE STARS INC | ||||||
| 800 BAGBY ST | HOUSTON | TX | 77002 | PC | ENRICH LIVES THROUGH MUSICAL THEATRE | $1,500 |
| THE WOMEN'S RESOURCE OF GREATER HOUSTON | ||||||
| 730 N POST OAK RD | HOUSTON | TX | 77024 | PC | HELP WOMEN BECOME FINANCIALLY INDEPENDENT | $2,000 |
| THE WARD ECONOMIC DEVELOPMENT CORPORATION | ||||||
| PO BOX 7231 | LOS ANGELES | CA | 90007 | PC | SUPPORT CASA DE ROSAS RESIDENCE FOR HOMELESS VETERANS | $5,000 |
| THE ROSE | ||||||
| 12700 N LEATHERWOOD | HOUSTON | TX | 77034 | PC | SAVE LIVES THROUGH BREAST HEALTH SERVICES | $1,000 |
| THE PRIMAVERA FOUNDATION INC | ||||||
| 151 W 40TH ST | TUCSON | AZ | 85713 | PC | PROVIDES PATHWAYS OUT OF POVERTY | $7,500 |
| THE PINON PROJECT | ||||||
| PO BOX 1510 | CORTEZ | CO | 81321 | PC | PROVIDES COMMUNITY SUPPORT | $911 |
| THE PINON PROJECT | ||||||
| 210 E MAIN ST | CORTEZ | CO | 81321 | PC | PROVIDES COMMUNITY SUPPORT | $758 |
| THE HOBBY CENTER FOUNDATION | ||||||
| 800 BAGBY | HOUSTON | TX | 77002 | PC | SUPPORT PERFORMING ARTS | $4,000 |
| THE GAY LESBIAN BISEXUAL & TRANSGENDER COMMUNITY CENTER OF CO | ||||||
| 1301 E COLFAX AVE | DENVER | CO | 80218 | PC | SUPPORT TO ENGAGE, EMPOWER, ENRICH, AND ADVANCETHE LGBTQ+ COMMUNITY | $1,000 |
| THE EXPLORATORIUM | ||||||
| PIER 17 SUITE 100 | SAN FRANCISCO | CA | 94111 | PC | SUPPORT THE MUSEUM | $45,000 |
| THE EXPLORATORIUM | ||||||
| 17 PIER | SAN FRANCISCO | CA | 94111 | PC | SUPPORT THE MUSEUM | $43,000 |
| THE DENVER HEALTH AND HOSPITALS FOUNDATION | ||||||
| 601 BROADWAY MC 0111 | DENVER | CO | 80203 | PC | SUPPORT FOR FRONTLINE WORKERS | $5,000 |
| THE CONTEMPORARY JEWISH MUSEUM | ||||||
| 736 MISSION ST | SAN FRANCISCO | CA | 94103 | PC | SUPPORT THE MUSEUM | $25,000 |
| TEXAS ACADEMY 4 | ||||||
| 1905 W BROADWAY AVE | FORT WORTH | TX | 76102 | PC | SUPPORT MENTORING IN THE COMMUNITY | $1,806 |
| TEJANO CENTER FOR COMMUNITY CONCERNS INC | ||||||
| 2950 BROADWAY ST | HOUSTON | TX | 77017 | PC | HOMEBUYER EDUCATION AND COUNSELING | $2,800 |
| TEACH FOR AMERICA INC | ||||||
| 25 BROADWAY | NEW YORK | NY | 10004 | PC | SUPPORT FOR MOBILIZING AND RETAINING EDUCATIONAL LEADERS | $2,500 |
| SUSAN G KOMEN BREAST CANCER FOUNDATION | ||||||
| PO BOX 801889 | DALLAS | TX | 75380 | PC | RACE FOR THE CURE | $3,500 |
| STAR OF HOPE MISSION | ||||||
| 4848 LOOP CENTRAL DR | HOUSTON | TX | 77081 | PC | ADDRESS NEEDS OF HOMELESS | $4,400 |
| STAR OF HOPE MISSION | ||||||
| 4848 LOOP CENTRAL DR | HOUSTON | TX | 77081 | PC | ADDRESS NEEDS OF HOMELESS | $6,600 |
| ST LUKES HEALTH FOUNDATION LTD | ||||||
| 190 E BANNOCK ST | BOISE | ID | 83712 | PC | SUPPORT FOR THE CHILDREN'S PAVILLION | $100,000 |
| SPRINGSPIRIT INC | ||||||
| PO BOX 550549 | HOUSTON | TX | 77255 | PC | PROVIDE SAFE PATHWAYS TO YOUTH | $4,930 |
| SPECIAL RECREATION SERVICES INC | ||||||
| 480 GALLETTI WAY | SPARKS | NV | 89431 | PC | SUPPORT A JOB DAY TRAINING PROGRAM | $2,500 |
| SOUTHWEST HUMAN DEVELOPMENT | ||||||
| 2850 N 24TH ST | PHOENIX | AZ | 85008 | PC | SERVICES FOR LOW AND MODERATE INCOME FAMILIES | $2,500 |
| SOUTHSIDE CHILDRENS CENTER | ||||||
| 2601 SPRAGUE AVE | PUEBLO | CO | 81004 | PC | SUPPORT FOR CHILD CARE | $104 |
| SOUTHERN UTAH UNIVERSITY FOUNDATION | ||||||
| 351 E UNIVERSITY BLVD | CEDAR CITY | UT | 84720 | PC | SUPPORT SOUTHERN UTAH MUSEUM OF ART | $50,000 |
| SMALL STEPS NURTURING CENTER | ||||||
| 2902 JENSEN DR | HOUSTON | TX | 77026 | PC | PROVIDE RESOURCES TO AT-RISK CHILDREN | $2,800 |
| SHES HAPPY FOUNDATION | ||||||
| 7322 SOUTHWEST FREEWAY | HOUSTON | TX | 77074 | PC | MENTOR YOUTH | $2,000 |
| SHELTER THE HOMELESS COMMITTEE INC | ||||||
| 242 W PARAMOUNT AVE | SALT LAKE CITY | UT | 84115 | PC | SUPPORT TO PREVENT AND END HOMELESSNESS | $100,000 |
| SERVICE CORPS OF RETIRED EXECUTIVES ASSOCIATION | ||||||
| 1165 HERNDON PARKWAY | HERNDON | VA | 20170 | PC | SUPPORT 1 ON 1 MENTORING TO SMALL BUSINESS OWNERS | $2,500 |
| SERVICE CORP OF RETIRED EXECUTIVES ASSOCIATION | ||||||
| 1165 HERNDON PKWY | HERNDON | VA | 20170 | PC | SUPPORT SMALL BUSINESS MENTORING AND BUSINESS EDUCATION | $2,500 |
| SERVICE CORP OF RETIRED EXECUTIVES ASSOCIATION | ||||||
| 1165 HERNDON PKWY | HERNDON | VA | 20170 | PC | SUPPORTS SMALL BUSINESS MENTORING AND EDUCATION | $1,279 |
| SEATTLE POLICE FOUNDATION | ||||||
| PO BOX 456 | SEATTLE | WA | 98111 | PC | RAISES SUPPORT AND AWARENESS FOR THE POLICE DEPARTMENT | $5,000 |
| SEATTLE COLLEGES FOUNDATION | ||||||
| 1500 HARVARD AVE | SEATTLE | WA | 98122 | PC | PROVIDES ACCESS TO QUALITY AFFORDABLE EDUCATION | $2,500 |
| SAVE THE FAMILY FOUNDATION OF ARIZONA | ||||||
| 125 E UNIVERSITY DR | MESA | AZ | 85201 | PC | EQUIPPING FAMILIES TO ADDRESS POVERTY | $5,000 |
| SANTA FE TEN MEMORIAL FOUNDATION | ||||||
| PO BOX 919 | SANTA FE | TX | 77510 | PC | HELP BUILD THE MEMORIAL | $1,000 |
| SAN JUAN COUNTY LIFE SKILLS FOUNDATION | ||||||
| PO BOX 360 | KIRTLAND | NM | 87414 | PC | SUPPORT FOR YOUTH DEVELOPMENT PROGRAMS | $593 |
| SAN JUAN COUNTY LIFE SKILLS FOUNDATION | ||||||
| PO BOX 360 | KIRTLAND | NM | 87414 | PC | SUPPORT FOR YOUTH DEVELOPMENT PROGRAM | $390 |
| SAN DIEGO SYMPHNONY ORCHESTRA ASSOCIATION | ||||||
| 1245 7TH AVE | SAN DIEGO | CA | 92101 | PC | SUPPORT THE SYMPHONY | $10,000 |
| SAN DIEGO MUSEUM OF ART | ||||||
| 1450 EL PRADO | SAN DIEGO | CA | 92102 | PC | SUPPORT THE MUSEUM | $15,000 |
| SAN DIEGO INTERFAITH HOUSING FOUNDATION | ||||||
| 7956 LESTER AVE | LEMON GROVE | CA | 91945 | PC | PROVIDE AFFORDABLE HOUSING | $10,000 |
| SAN DIEGO COMMUNITY HOUSING CORPORATION | ||||||
| 6160 MISSION GORGE RD | SAN DIEGO | CA | 92120 | PC | INCREASE AFFORDABLE HOUSING OPPORTUNITIES FOR WORKING FAMILIES | $5,000 |
| SAN ANTONIO FOOD BANK INC | ||||||
| 5200 ENRIQUE M BARRERRA PKWY | SAN ANTONIO | TX | 78227 | PC | PROVIDE FOOD FOR COMMUNITY | $10,000 |
| ROUTT COUNTY UNITED WAY | ||||||
| PO BOX 774005 | STEAMBOAT SPR | CO | 80477 | PC | SUPPORT PROGRAMMING FOR CHILDREN AND ADULTS IN ROUTT COUNTY | $1,294 |
| ROUTT COUNTY UNITED WAY | ||||||
| PO BOX 774005 | STEAMBOAT SPRINGS | CO | 80477 | PC | SUPPORTS EDUCATION, FINANCIAL STABILITY, AND HEALTH IN THE COMMUNITY | $1,698 |
| ROCKY MOUNTAIN MICROFINANCE INSTITUTE | ||||||
| 1209 W 10TH AVE | DENVER | CO | 80204 | PC | SUPPORTS ENTREPRENEURS WHO HAVE A HIGH BARRIER TO ENTRY | $2,500 |
| ROCKY MOUNTAIN MICROFINANCE INSTITUTE | ||||||
| PO BOX 48138 | DENVER | CO | 80204 | PC | SUPPORTS ENTREPRENEURS WHO HAVE A HIGH BARRIER TO ENTRY | $5,000 |
| ROCKY MOUNTAIN MICROFINANCE INSTITITUTE | ||||||
| 1209 W 10TH AVE | DENVER | CO | 80204 | PC | SUPPORTS ENTREPRENEURS WHO HAVE A HIGH BARRIER TO ENTRY | $5,000 |
| RIVER CITIES UNITED WAY | ||||||
| 145 N LAKE HAVASU AVE | LAKE HAVASU CITY | AZ | 86403 | PC | ASSIST WITH PROGRAMS TO RESPOND TO COMMUNITY NEEDS | $1,000 |
| RICHMOND COMMUNITY FOUNDATION | ||||||
| 3260 BLUME DR | RICHMOND | CA | 94806 | PC | SUPPORT SPARK POINT SERVICES | $10,000 |
| RETINA FOUNDATION OF THE SOUTHWEST | ||||||
| 9600 N CENTRAL EXPRESSWAY | DALLAS | TX | 75231 | PC | PREVENT VISION LOSS | $4,400 |
| RENO RODEO FOUNDATION | ||||||
| 59 DAMONTE RANCH PKWY | RENO | NV | 89521 | PC | PROVIDE CLOTHING, TOYS, AND HYGIENE ITEMS TO FOSTER KIDS | $2,500 |
| REBUILDING TOGETHER SOUTHERN NEVADA | ||||||
| 611 S 9TH ST | LAS VEGAS | NV | 89101 | PC | SUPPORT THE CRITICAL HOME REPAIR PROGRAM | $5,000 |
| PUEBLO HABITAT FOR HUMANITY | ||||||
| 2313 S PRAIRIE AVE | PUEBLO | CO | 81005 | PC | PURCHASE OF FURNITURE FOR CLASSROOMS | $1,855 |
| PRATHAM USA | ||||||
| 9703 RICHMOND AVE | HOUSTON | TX | 77042 | PC | SUPPORT FOR COVID RELIEF FUND | $25,000 |
| PRAIRIE ROSE DEVELOPMENT CORP | ||||||
| 16765 COUNTY RD 3 | KIRK | CO | 80824 | PC | SUPPORT FOR SMALL BUSINESSES | $2,500 |
| PLYMOUTH HOUSING GROUP | ||||||
| 2113 3RD AVE | SEATTLE | WA | 87121 | PC | SUPPORT TO ELIMINATE HOMELESSNESS | $10,000 |
| PIMA COUNTY COMMUNITY LAND TRUST | ||||||
| 17 N LINDA AVE | TUCSON | AZ | 85745 | PC | PROVIDES AFFORDABLE HOUSING | $5,000 |
| PHOENIX PERFORMING ARTS CENTER INC | ||||||
| 222 E MONROE | PHOENIX | AZ | 85004 | PC | SUPPORT THEATER'S YOUTH OUTREACH PROGRAMS | $5,000 |
| PATRONS OF THE PRADO | ||||||
| PO BOX 928530 | SAN DIEGO | CA | 92192 | PC | BENEFIT THE ARTS AND SCIENCE CENTERS IN BALBOA PARK | $5,000 |
| PATH VENTURES | ||||||
| 340 N MADISON AVE | LOS ANGELES | CA | 90004 | PC | PROVIDE SAFE AND HEALTHY HOMES FOR LOW INCOME FAMILIES | $5,000 |
| PARISH CHILDREN'S SCHOOL | ||||||
| 11001 HAMMERLY BLVD | HOUSTON | TX | 77043 | PC | TUITION ASSISTANCE | $1,200 |
| PACIFIC COAST REGIONAL URBAN SMALL BUSINESS DEVELOPMENT CORPORATION | ||||||
| 3255 WILSHIRE BLVD | LOS ANGELES | CA | 90019 | PC | SUPPORT SMALL BUSINESS TRAINING AND ADVISORY SERVICES | $10,000 |
| OLD GLOBE THEATRE | ||||||
| PO BOX 122171 | SAN DIEGO | CA | 92112 | PC | PROMOTE AMERICAN THEATER | $25,000 |
| OBA EDUCATION FOUNDATION | ||||||
| PO BOX 13429 | SALEM | OR | 13429 | PC | SUPPORTS PROGRAMS FOR INCREASING FINANCIAL LITERACY OF OREGONIANS | $1,000 |
| NEWTOWN COMMUNITY DEVELOPMENT CORPORATION | ||||||
| 2106 E APACHE BLVD | TEMPE | AZ | 85281 | PC | SUPPORT HOUSING COUNSELING | $7,500 |
| NEW YORK MEDICAL COLLEGE | ||||||
| 40 SUNSHINE COTTAGE RD | VALHALLA | NY | 10594 | PC | SUPPORT STUDENT ACTIVITIES AT THE COLLEGE | $10,000 |
| NEW YORK MEDICAL COLLEGE | ||||||
| 40 SUNSHINE COTTAGE RD | VALHALLA | NY | 10594 | PC | SUPPORT STUDENT ACTIVITIES AT THE COLLEGE | $10,000 |
| NEVADA YOUTH EMPOWERMENT PROJECT | ||||||
| 1369 FALAND WAY | RENO | NV | 89503 | PC | SUPPORT FOR THE COMMUNITY LIVING PROGRAM | $2,500 |
| NEVADA LEGAL SERVICES INC | ||||||
| 701 E BRIDGER AVE | LAS VEGAS | NV | 89101 | PC | PRODUCTION OF "TENANT & LANDLORD EVICTION" VIDEO | $3,000 |
| NEIGHBORHOOD HOUSING SERVICES OF ORANGE COUNTY INC | ||||||
| 128 E KATELLA AVE | ORANGE | CA | 92867 | PC | PROVIDE HOMEOWNERSHIP EDUCATION AND COUNSELING SERVICES | $5,000 |
| NEIGHBORHOOD HOUSING SERVICES OF LOS ANGELES COUNTY | ||||||
| 3926 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | PC | PROVIDE HOMEOWNERSHIP COUNSELING TO LOW INCOME FAMILIES | $15,000 |
| MZ FOUNDATION | ||||||
| 18615 TUSCANY STONE | SAN ANTONIO | TX | 78258 | PC | PROVIDE COLLEGE SCHOLARSHIPS | $1,500 |
| MUSEUM OF FINE ARTS HOUSTON | ||||||
| 1101 BISSONNET | HOUSTON | TX | 77005 | PC | SUPPORT FINE ARTS | $20,000 |
| MTCARMEL VETERANS SERVICE CENTER | ||||||
| 530 COMMUNICATION CIR | COLORADO SPRINGS | CO | 80905 | PC | SUPPORTS VETERANS, MILITARY MEMBERS, AND THEIR FAMILIES | $667 |
| MORTGAGE MIRACLES FOR KIDS INC | ||||||
| 17848 SKY PARK CIRCLE | IRVINE | CA | 92614 | PC | SUPPORT CRITICALLY ILL CHILDREN AND FAMILIES | $5,000 |
| MONTGOMERY COUNTY FOOD BANK INC | ||||||
| 1 FOOD FOR LIFE WAY | CONROE | TX | 77385 | PC | PROVIDE FOOD FOR COMMUNITY | $2,500 |
| MONEY MANAGEMENT INTERNATIONAL INC | ||||||
| 14141 SOUTHWEST FREEWAY | SUGAR LAND | TX | 77478 | PC | PROVIDE 1 ON 1 FINANCIAL COUNSELING TO LMI HOUSEHOLDS | $2,500 |
| MI CASA RESOURCE CENTER | ||||||
| 345 S GROVE ST | DENVER | CO | 80219 | PC | SUPPORT FOR LOW-INCOME MINORITY SMALL BUSINESSES AND WORKERS | $2,000 |
| METROPOLITAN AREA ADVISORY COM ON ANTI-POVERTY OF SAN DIEGO CNTY INC | ||||||
| 1355 THIRD AVE | CHULA VISTA | CA | 91911 | PC | PROVIDE EARLY CHILDHOOD EDUCATION | $10,000 |
| MESA UNITED WAY INC | ||||||
| 137 E UNIVERSITY DR | MESA | AZ | 85201 | PC | ASSIST WITH PROGRAMS TO RESPOND TO COMMUNITY NEEDS | $2,000 |
| MCDOWELL MOUNTAIN MUSIC FESTIVAL INC | ||||||
| 9440 N 26TH ST | PHOENIX | AZ | 85028 | PC | SUPPORT MUSIC FESTIVAL | $5,000 |
| MCCLELLAND CHILDRENS FOUNDATION | ||||||
| 415 E ABRIENDO AVE | PUEBLO | CO | 81004 | PC | SUPPORT FOR CHILDREN'S EDUCATION | $476 |
| MATTHEW SHEPARD FOUNDATION | ||||||
| 301 THELMA DR | CASPER | WY | 82609 | PC | SUPPORT THE LGBTQ+ COMMUNITY | $1,000 |
| MAKING IT BETTER | ||||||
| 14781 MEMORIAL DR | HOUSTON | TX | 77079 | PC | EMPOWER CHILDREN THROUGH LITERACY | $5,000 |
| LUCKY DUCK FOUNDATION | ||||||
| 2683 VIA DE LA VALLE | DEL MAR | CA | 92014 | PC | ALLEVIATE THE SUFFERING OF HOMELESSNESS | $20,000 |
| LUCKY DUCK FOUNDATION | ||||||
| 2683 VIA DE LA VALLE | DEL MAR | CA | 92014 | PC | ALLEVIATE THE SUFFERING OF HOMELESSNESS | $15,500 |
| LOCAL INITIATIVES SUPPORT CORPORATION | ||||||
| 28 LIBERTY ST | NEW YORK | NY | 10005 | PC | PROVIDE ECONOMIC RELIEF IN LOW INCOME COMMUNITIES | $15,000 |
| LOCAL INITIATIVES SUPPORT CORPORATION | ||||||
| 28 LIBERTY ST | NEW YORK | NY | 10005 | PC | SUPPORT COMMUNITIES DURING COVID | $5,000 |
| LOCAL INITIATIVES SUPPORT CORPORATION | ||||||
| 28 LIBERTY ST | NEW YORK | NY | 10005 | PC | SUPPORT COMMUNITIES DURING COVID | $5,000 |
| LOCAL INITIATIVES SUPPORT CORPORATION | ||||||
| 28 LIBERTY ST | NEW YORK | NY | 10005 | PC | SUPPORT ARIZONA COMMUNITY REINVESTMENT COLLABORATIVE | $1,000 |
| LOCAL INITIATIVES SUPPORT CORPORATION | ||||||
| 28 LIBERTY ST | NEW YORK | NY | 10005 | PC | SUPPORT ARIZONA COMMUNITY REINVESTMENT COLLABORATIVE | $2,500 |
| LOCAL INITIATIVES SUPPORT CORPORATION | ||||||
| 28 LIBERTY ST | NEW YORK | AZ | 10005 | PC | SUPPORT ARIZONA COMMUNITY REINVESTMENT COLLABORATIVE | $6,000 |
| LOCAL INITIATIVES SUPPORT CORPORATION | ||||||
| 28 LIBERTY ST | NEW YORK | NY | 10005 | PC | SUPPORT FOR SMALL BUSINESS PANDEMIC RELIEF GRANTS | $5,000 |
| LION GLOBAL FOUNDATION | ||||||
| 4350 S MONACO ST | DENVER | CO | 80237 | PC | PROVIDES RESOURCES TO MIZEL MUSEUM AND CELL | $10,000 |
| LION GLOBAL FOUNDATION | ||||||
| 4350 S MONACO ST | DENVER | CO | 80237 | PC | SUPPORT MIZEL MUSEUM | $10,000 |
| LIFTFUND INC | ||||||
| 2007 W MARTIN | SAN ANTONIO | TX | 78207 | PC | DONATION TO SUPPORT FINANCIAL EDUCATION | $5,000 |
| LIFE CHANGES INC | ||||||
| 1508 1ST ST | SPARKS | NV | 89431 | PC | PAY FOR COVID-19 TESTING FOR NON-CRIMINAL JUSTICE RESIDENTS | $1,000 |
| LA RAZA SERVICES INC | ||||||
| 3131 W 14TH AVE | DENVER | CO | 80204 | PC | SUPPORTS THE COLORADO LATINO COMMUNITY | $2,000 |
| KIDS MEALS INC | ||||||
| 330 GARDEN OAKS BLVD | HOUSTON | TX | 77018 | PC | PROVIDE MEALS TO CHILDREN | $2,000 |
| KIDS MEALS INC | ||||||
| 330 GARDEN OAKS BLVD | HOUSTON | TX | 77018 | PC | PROVIDE MEALS TO CHILDREN | $2,000 |
| JUST ONE PROJECT | ||||||
| 5426 VEGAS DR | LAS VEGAS | NV | 89108 | PC | SUPPORT THE YOUTH PROGRAM CONNECTING WITH SUPPORT SYSTEMS | $2,500 |
| JUST DO IT NOW INC | ||||||
| 1619 MLK BLVD | WHARTON | TX | 77488 | PC | SUPPORT GENERAL OPERATIONS | $1,000 |
| JUNIOR ACHIEVEMENT ROCKY MOUNTAIN INC | ||||||
| 1445 MARKET ST | DENVER | CO | 80202 | PC | SUPPORT FINANCIAL LITERACY PROGRAM FOR LOW-INCOME STUDENTS | $10,000 |
| JUNIOR ACHIEVEMENT ROCKY MOUNTAIN INC | ||||||
| 1445 MARKET ST | DENVER | CO | 80202 | PC | SUPPORT FINANCIAL LITERACY PROGRAM FOR LOW-INCOME STUDENTS | $5,000 |
| JUNIOR ACHIEVEMENT OF WASHINGTON | ||||||
| 1610 PERIMETER ROAD | AUBURN | WA | 98001 | PC | SUPPORTS IN SCHOOL EDUCATIONAL PROGRAMS | $4,250 |
| JUNIOR ACHIEVEMENT OF UTAH INC | ||||||
| 515 S 700 E | SALT LAKE CITY | UT | 84102 | PC | INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED | $25,000 |
| JDRF INTERNATIONAL | ||||||
| 200 VESEY ST | NEW YORK | NY | 10281 | PC | HELP FIND A CURE FOR JUVENILE DIABETES | $2,500 |
| JDRF INTERNATIONAL | ||||||
| 200 VESEY ST | NEW YORK | TX | 10281 | PC | HELP FIND A CURE FOR JUVENILE DIABETES | $5,000 |
| INTERNATIONAL SONORAN DESERT ALLIANCE | ||||||
| PO BOX 687 | AJO | AZ | 85321 | PC | SUPPORT GROWING AND SUSTAINING SONORAN DESERT COMMUNITIES | $3,500 |
| INTERMOUNTAIN HEALTHCARE FOUNDATION INC | ||||||
| PO BOX 2672219 | SALT LAKE CITY | UT | 84126 | PC | SUPPORT FOR HOSPITAL REPLACEMENT PROJECT | $100,000 |
| IMPACT DEVELOPMENT FUND | ||||||
| 200 E 7TH ST | LOVELAND | CO | 80537 | PC | SUPPORT TO PROVIDE AFFORDABLE HOUSING LOANS | $2,500 |
| HOUSTON PARKS BOARD | ||||||
| 300 NORTH POST OAK LN | HOUSTON | TX | 77026 | PC | PROVIDE ACCESS TO QUALITY PARKS | $2,500 |
| HOUSTON MUSEUM OF NATURAL SCIENCE | ||||||
| 5555 HERMANN PARK DR | HOUSTON | TX | 77030 | PC | PROMOTE SCIENCE EDUCATION | $4,000 |
| HOUSTON MUSEUM OF NATURAL SCIENCE | ||||||
| 5555 HERMANN PARK DR | HOUSTON | TX | 77030 | PC | SUPPORT THE MUSEUM | $3,959 |
| HOUSTON LIVESTOCK SHOW & RODEO INC | ||||||
| PO BOX 20070 | HOUSTON | TX | 77225 | PC | PROMOTE AGRICULTURE | $1,200 |
| HOUSTON LIVESTOCK SHOW & RODEO INC | ||||||
| PO BOX 20070 | HOUSTON | TX | 77225 | PC | PROMOTE AGRICULTURE | $1,380 |
| HOUSTON LIVESTOCK SHOW & RODEO INC | ||||||
| THREE NRG PARK | HOUSTON | TX | 77054 | PC | PROMOTE AGRICULTURE | $4,000 |
| HOUSTON LGBTQ CHAMBER FOUNDATION | ||||||
| 5340 WESLAYAN STREET | HOUSTON | TX | 77265 | PC | SUPPORT HOLIDAY FOOD DRIVE | $2,000 |
| HOUSTON LESBIAN GAY BISEXUAL TRANSGENDER QUEER CHAMBER FOUNDATION | ||||||
| 5340 WESLAYAN STREET | HOUSTON | TX | 77265 | PC | CHAMBER HOLIDAY FOOD DRIVE | $2,500 |
| HOUSTON FOOD BANK | ||||||
| 535 PORTWALL ST | HOUSTON | TX | 77029 | PC | PROVIDE FOOD FOR COMMUNITY | $5,125 |
| HOUSTON FOOD BANK | ||||||
| 535 PORTWALL ST | HOUSTON | TX | 77029 | PC | PROVIDE FOOD FOR COMMUNITY | $10,000 |
| HOUSTON BUSINESS DEVELOPMENT INC | ||||||
| 5330 GRIGGS RD | HOUSTON | TX | 77042 | PC | SUPPORT FINANCIAL EDUCATION | $1,000 |
| HOUSTON ARBORETUM & NATURE CENTER | ||||||
| 4501 WOODWAY DR | HOUSTON | TX | 77024 | PC | SUPPORT THE NATURE CENTER | $1,500 |
| HOUSING SOLUTIONS OF NORTHERN ARIZONA INC | ||||||
| PO BOX 30134 | FLAGSTAFF | AZ | 86003 | PC | SUPPORT HOUSING COUNSELING | $7,500 |
| HOUSING RESOURCES OF WESTERN COLORADO | ||||||
| 524 30 RD | GRAND JUNCTION | CO | 81504 | PC | PROVIDES AFFORDABLE HOUSING | $1,349 |
| HOUSING RESOURCES OF WESTERN COLORADO | ||||||
| 524 30 RD | GRAND JUNCTION | CO | 81504 | PC | SUPPORT TO PROVIDE AFFORDABLE HOUSING | $976 |
| HOUSING RESOURCES OF WESTERN COLORADO | ||||||
| 524 30 RD | GRAND JUNCTION | CO | 81504 | PC | SUPPORT TO PROVIDE AFFORDABLE HOUSING | $2,500 |
| HOUSING AMERICA CORPORATION | ||||||
| 130 N STATE AVE | SOMERTON | AZ | 85350 | PC | SUPPORT HOUSING COUNSELING | $5,000 |
| HOPE FARM INC | ||||||
| 865 E RAMSEY | FORT WORTH | TX | 76104 | PC | DEVELOP LEADERSHIP | $3,750 |
| HONOR FOUNDATION | ||||||
| 11055 ROSELLE ST | SAN DIEGO | CA | 92121 | PC | PROVIDE CAREER TRANSITION SERVICES | $4,400 |
| HOLOCAUST MUSEUM HOUSTON | ||||||
| 5401 CAROLINE ST | HOUSTON | TX | 77004 | PC | SUPPORT THE MUSEUM | $9,320 |
| HOLOCAUST CENTER FOR HUMANITY | ||||||
| 2045 2ND AVE | SEATTLE | WA | 98121 | PC | SUPPORTS THE EDUCATION OF THE HISTORY, STORIES, AND LESSONS OF THE HOLOCAUST | $2,500 |
| HILLSIDE CONNECTION | ||||||
| 601 S INSTITUTE AVE | COLORADO SPRINGS | CO | 80903 | PC | SUPPORT FOR YOUTH SPORTS | $490 |
| HILLSIDE CONNECTION | ||||||
| PO BOX 1562 | COLORADO SPRINGS | CO | 80901 | PC | SUPPORT FOR YOUTH PROGRAMS | $354 |
| HELPING HANDS OF VEGAS VALLEY INC | ||||||
| 3640 N 5TH ST | N LAS VEGAS | NV | 89032 | PC | SUPPORT MINOR HOME AND REPAIR PROGRAM FOR LOW-INCOME SENIORS | $2,500 |
| HELP OF SOUTHERN NEVADA | ||||||
| 1640 E FLAMINGO RD | LAS VEGAS | NV | 89119 | PC | SUPPORT THE HOMELESS YOUTH | $2,500 |
| HARMONY HOUSE INC | ||||||
| 602 GIRARD STREET | HOUSTON | TX | 77007 | PC | PROVIDE HOUSING TO HOMELESS | $2,500 |
| HABITAT FOR HUMANITY TUCSON INC | ||||||
| 3501 N MOUNTAIN AVE | TUCSON | AZ | 85719 | PC | BUILDING AFFORDABLE HOUSING | $3,000 |
| HABITAT FOR HUMANITY OF GREATER LOS ANGELES | ||||||
| 8739 ARTESIA BLVD | BELLFLOWER | CA | 90706 | PC | BUILD AND REPAIR HOMES | $5,000 |
| HABITAT FOR HUMANITY OF COLO INC | ||||||
| 550 S WADSWORTH | LAKEWOOD | CO | 80226 | PC | SUPPORT FOR FINANCIAL LITERACY | $5,000 |
| HABITAT FOR HUMANITY OF COLO INC | ||||||
| 550 S WADSWORTH | LAKEWOOD | CO | 80226 | PC | SUPPORT FOR AN IMPACT STUDY | $5,000 |
| HABITAT FOR HUMANITY OF COLO INC | ||||||
| 550 S WADSWORTH | LAKEWOOD | CO | 80226 | PC | SUPPORT FOR AFFORDABLE HOUSING | $2,500 |
| HABITAT FOR HUMANITY CENTRAL ARIZONA | ||||||
| 9133 NW GRAND AVE | PEORIA | AZ | 85345 | PC | BUILDING AFFORDABLE HOUSING | $10,000 |
| GROWTH PARTNERS ARIZONA | ||||||
| 333 N WILMOT RD | TUCSON | AZ | 85711 | PC | ASSISTS NONPROFITS AND SMALL BUSINESSES GAIN ACCESS TO CAPITAL | $5,000 |
| GREEN OUR PLANET | ||||||
| 6795 EDMOND ST | LAS VEGAS | NV | 89118 | PC | SUPPORT THE FINANCIAL LITERACY PROGRAM | $1,500 |
| GREATER NEW BRAUNFELS ECONOMIC DEVELOPMENT FOUNDATION | ||||||
| PO BOX 311417 | NEW BRAUNFELS | TX | 78131 | PC | PROMOTE ECONOMIC DEVELOPMENT IN COMAL COUNTY | $5,000 |
| GREATER HOUSTON PARTNERSHIP FOUNDATION | ||||||
| 701 AVENIDA DE LAS AMERICAS | HOUSTON | TX | 77010 | PC | SUPPORT ECONOMIC DEVELOPMENT | $25,000 |
| GOODWILL INDUSTRIES OF DALLAS INC | ||||||
| 3020 N WESTMORELAND RD | DALLAS | TX | 75212 | PC | PROVIDE EMPLOYMENT TO PEOPLE WITH DISABILITIES | $7,000 |
| GOLDEN RAINBOW OF NEVADA INC | ||||||
| 714 E SAHARA AVE | LAS VEGAS | NV | 89104 | PC | SUPPORT THE DIRECT FINANCIAL ASSISTANCE PROGRAM | $3,000 |
| GIRL SCOUTS OF SAN JACINTO COUNCIL | ||||||
| 3110 SOUTHWEST FREEWAY | HOUSTON | TX | 77098 | PC | SUPPORT GIRLS AND THEIR SCOUT LEADERS | $1,000 |
| GIRL SCOUTS OF COLORADO | ||||||
| 3801 E FLORIDA AVE | DENVER | CO | 80210 | PC | SUPPORT FOR OUTREACH PROGRAMS | $7,500 |
| FRIENDS FOR LAS VEGAS METROPOLITIAN POLICE DEPARTMENT | ||||||
| 400 S MARTIN LUTHER KING BLVD | LAS VEGAS | NV | 89106 | PC | SUPPORT LAS VEGAS METRO POLICE DEPT COMMUNITY INITIATIVES | $5,000 |
| FREE ENTERPRISE INSTITUTE | ||||||
| 9600 LONG POINT RD | HOUSTON | TX | 77055 | PC | ANNUAL FREEDOM FUND | $1,500 |
| FREE ARTS FOR ABUSED CHILDREN OF ARIZONA | ||||||
| 352 E CAMELBACK RD | PHOENIX | AZ | 85012 | PC | SUPPORT THE HEALING OF ABUSED AND HOMELESS CHILDREN | $2,500 |
| FOUNDATION FOR SENIOR LIVING INC | ||||||
| 1201 E THOMAS RD | PHOENIX | AZ | 85014 | PC | PROVIDE HOME AND COMMUNITY-BASED SERVICES | $1,000 |
| FOUNDATION FOR BLACK ENTREPRENEURSHIP | ||||||
| 20340 E 40TH AVE | DENVER | CO | 80249 | PC | SUPPORT FOR BLACK WOMEN ENTREPRENEURS | $10,000 |
| FORTERRA NW | ||||||
| PO BOX 4189 | SEATTLE | WA | 98194 | PC | SUPPORT HEALTHY ECOSYSTEMS AND RESILIENT COMMUNITIES | $5,000 |
| FORT WORTH MUSEUM OF SCIENCE AND HISTORY | ||||||
| 1600 GENDY | FORT WORTH | TX | 76107 | PC | SUPPORT THE MUSEUM | $2,432 |
| FOOD BANK OF THE ROCKIES | ||||||
| 10700 E 45TH AVE | DENVER | CO | 80239 | PC | SUPPORT FOR FOOD PURCHASING | $2,000 |
| FELLOWSHIP OF CATHOLIC UNIVERSITY STUDENTS | ||||||
| 603 PARK POINT DR | GOLDEN | CO | 80401 | PC | SUPPORT FOR COLLEGE AND UNIVERSITY STUDENTS | $2,500 |
| FEEDING SAN DIEGO | ||||||
| 9477 WAPLES ST | SAN DIEGO | CA | 92121 | PC | HELP END HUNGER | $5,000 |
| FEEDING SAN DIEGO | ||||||
| 9477 WAPLES ST | SAN DIEGO | CA | 92121 | PC | HELP END HUNGER | $5,000 |
| FEEDING COLORADO | ||||||
| 10700 E 45TH AVE | DENVER | CO | 80239 | PC | SUPPORT FOR THE FOOD BANK | $3,000 |
| FAMILIES FORWARD | ||||||
| 8 THOMAS | IRVINE | CA | 92618 | PC | HELP LOCAL FAMILIES WHO ARE HOMELESS | $10,000 |
| ESL IN-HOME PROGRAM OF NORTHERN NEVADA | ||||||
| 702 SEAN DR | CARSON CITY | NV | 89701 | PC | FUND TRANSITION TO AN ONLINE PLATFORM | $2,000 |
| EMERGENCY FAMILY ASSISTANCE ASSOCIATION INC | ||||||
| 1575 YARMOUTH AVE | BOULDER | CO | 80304 | PC | SUPPORT TO END FAMILY HOMELESSNESS | $2,718 |
| EMERGENCY FAMILY ASSISTANCE ASSOCIATION INC | ||||||
| 1575 YARMOUTH AVE | BOULDER | CO | 80304 | PC | SUPPORT TO END FAMILY HOMELESSNESS | $2,109 |
| EDUCATIONAL PROGRAMS INSPIRING COMMUNITITES INC | ||||||
| 707 LEHMAN ST | HOUSTON | TX | 77018 | PC | CREATE OPPORTUNITIES FOR ADULTS WITH DISABILITIES | $2,500 |
| EDUCATIONAL PROGRAMS INSPIRING COMMUNITITES INC | ||||||
| 707 LEHMAN ST | HOUSTON | TX | 77018 | PC | CREATE OPPORTUNITIES FOR ADULTS WITH DISABILITIES | $2,650 |
| ECONOMIC COUNCIL HELPING OTHERS INC | ||||||
| 1921 E MURRAY DR | FARMINGTON | NM | 87401 | PC | SUPPORT FOR THE FOOD BANK | $1,037 |
| ECONOMIC COUNCIL HELPING OTHERS INC | ||||||
| 1921 E MURRAY DR | FARMINGTON | NM | 87401 | PC | SUPPORT FOR EMERGENCY SERVICES | $5,000 |
| EARN TO LEARN | ||||||
| 4803 E 5TH ST | TUCSON | AZ | 85711 | PC | SUPPORTS STUDENTS ATTENDING COLLEGE | $5,000 |
| DRESS FOR SUCCESS HOUSTON | ||||||
| 3310 EAST SIDE ST | HOUSTON | TX | 77098 | PC | PROVIDE PROFESSIONAL DRESS TO WOMEN SEEKING EMPLOYMENT | $3,700 |
| DREAMSPRING | ||||||
| PO BOX 26086 | ALBUQUERQUE | NM | 87125 | PC | SUPPORT SMALL BUSINESS ENTREPRENEURS IN COLORADO | $5,000 |
| DREAMSPRING | ||||||
| 2000 ZEARING AVE | ALBUQUERQUE | NM | 87104 | PC | SUPPORT TO HELP ENTREPRENEURS | $5,000 |
| DOUGLAS COUNTY BACKPACK BUDDIES PROGRAM | ||||||
| 1295 BRIDLE WAY | MINDEN | NV | 89423 | PC | FUND WEEKEND OF MEALS FOR INCOME QUALIFIED STUDENTS | $2,000 |
| DIXIE STATE COLLEGE OF UTAH CHARITABLE ORGANIZATION INC | ||||||
| 225 S UNIVERSITY AVE | ST GEORGE | UT | 84770 | PC | SUPPORT THE BUSINESS RESOURCE CENTER | $83,334 |
| DENVER PARK TRUST | ||||||
| PO BOX 102325 | DENVER | CO | 80250 | PC | IMPROVEMENT OF PARKS | $2,500 |
| DA CAMERA SOCIETY OF TEXAS | ||||||
| 1402 SUL ROSS ST | HOUSTON | TX | 77006 | PC | TO CHANGE LIVES THROUGH MUSIC | $1,000 |
| CREDIT COALITION | ||||||
| 3300 LYONS AVENUE | HOUSTON TX | TX | 77020 | PC | SUPPORT FINANCIAL EDUCATION | $1,000 |
| COVENANT COMMUNITY CAPITAL CORPORATION | ||||||
| 3300 LYONS AVENUE | HOUSTON | TX | 77020 | PC | SUPPORT FINANCIAL EDUCATION | $1,000 |
| COVENANT COMMUNITY CAPITAL CORPORATION | ||||||
| 3300 LYONS AVENUE | HOUSTON | TX | 77020 | PC | SUPPORT FINANCIAL EDUCATION | $2,000 |
| COMMUNITY RESOURCES & HOUSING DEVELOPMENT CORPORATION | ||||||
| 7305 LOWELL BLVD | WESTMINISTER | CO | 80030 | PC | SUPPORT FOR A HOMEOWNERSHIP CENTER | $1,279 |
| COMMUNITY HOUSING DEVELOPMENT CORPORATION OF NORTH RICHMOND | ||||||
| 1535 FRED JACKSON WAY | RICHMOND | CA | 94801 | PC | SUPPORT THE BLACK WEALTH INITIATIVE | $10,000 |
| COLORADO OPEN GOLF FOUNDATION | ||||||
| 20309 E 48TH PL | DENVER | CO | 80249 | PC | SUPPORT FOR KIDS AND TEENS THROUGH GOLF | $5,000 |
| CHILDRENS CHARITY | ||||||
| 1600 W LOOP SOUTH | HOUSTON | TX | 77027 | PC | IMPROVE THE LIFE OF CHILDREN | $6,250 |
| CHILD CARE RESOURCE CENTER INC | ||||||
| 20001 PRAIRIE ST | CHATSWORTH | CA | 91311 | PC | PROVIDE CHILD CARE TO LOW-INCOME FAMILIES | $34,000 |
| CENTRO DE SALUD DE LA COMUNIDAD DE SAN YSIDRO INC | ||||||
| 1601 PRECISION PARK LN | SAN DIEGO | CA | 92173 | PC | PROVIDE COVID RELIEF TO LOW AND MODERATE INCOME FAMILIES | $13,500 |
| CENTRAL TEXAS COMMUNITY HEALTH CENTERS | ||||||
| 2115 KRAMER LN | AUSTIN | TX | 78758 | PC | SUPPORT HEALTH CENTERS | $1,000 |
| CENTER FOR TRANSFORMING LIVES | ||||||
| 512 WEST 4TH ST | FORT WORTH | TX | 76102 | PC | PROVIDE HOMELESS SERVICES | $3,750 |
| CENTER FOR THE FUTURE OF ARIZONA | ||||||
| 542 E VAN BUREN | PHOENIX | AZ | 85004 | PC | SUPPORT FOR CENTER FOR THE FUTURE OF ARIZONA | $25,000 |
| CENTER FOR HOUSTON'S FUTURE INC | ||||||
| 701 AVENIDA DE LAS AMERICAS | HOUSTON | TX | 77010 | PC | SUPPORT IMMIGRANTS | $8,333 |
| CATHOLIC COMMUNITY SERVICES OF WESTERN WASHINGTON | ||||||
| 100 23RD AVE S | SEATTLE | WA | 98144 | PC | PROVIDES AFFORDABLE HOUSING | $1,250 |
| CATHOLIC CHARITIES OF SOUTHERN NEVADA | ||||||
| 1501 LAS VEGAS BLVD N | LAS VEGAS | NV | 89101 | PC | SUPPORT THE HANDS OF HOPE COMMUNITY FOOD PANTRY | $2,500 |
| CANCER LIFELINE OF KING COUNTY | ||||||
| 6522 FREMONT AVE N | SEATTLE | WA | 98103 | PC | AIDS PROGRAMS FOR CANCER SUPPORT RESOURCES | $5,000 |
| BUSINESSES UNITED IN INVESTING LENDING AND DEVELOPMENT | ||||||
| PO BOX 3316 | REDWOOD CITY | CA | 94064 | PC | HELP STUDENTS BECOME THE CEO OF THEIR OWN LIVES | $15,000 |
| BRYAN TEXANA FOUNDATION | ||||||
| 1315 21ST STREET | GALVESTON | TX | 77550 | PC | BRING TEXAS' HISTORY TO LIFE | $4,400 |
| BROOKS GIVES BACK INC | ||||||
| 3201 SIDNEY BROOKS | SAN ANTONIO | TX | 78222 | PC | CHANCLAS Y CERVEZAS | $1,500 |
| BOYS AND GIRLS COUNTRY OF HOUSTON INC | ||||||
| 18806 ROBERTS RD | HOCKLEY | TX | 77447 | PC | CHANGE THE LIVES OF CHILDREN | $2,500 |
| BOYS AND GIRLS COUNTRY OF HOUSTON INC | ||||||
| 18806 ROBERTS RD | HOCKLEY | TX | 77447 | PC | CHANGE THE LIVES OF CHILDREN | $4,000 |
| BOYS AND GIRLS CLUBS OF THE COLORADO RIVER INC | ||||||
| 2250 HIGHLAND RD | BULLHEAD CITY | AZ | 86442 | PC | SUPPORTS AFTER SCHOOL PROGRAMS | $3,500 |
| BOYS & GIRLS CLUBS OF FRESNO COUNTY | ||||||
| 540 N AUGUSTA ST | FRESNO | CA | 93701 | PC | PROVIDE COVID RELIEF TO LOW AND MODERATE INCOME FAMILIES | $5,000 |
| BOYS & GIRLS CLUBS IN COLORADO INC | ||||||
| 2017 W 9TH AVE | DENVER | CO | 80204 | PC | SUPPORTS FINANCIAL LITERACY PROGRAMMING FOR KIDS | $7,500 |
| BOYS & GIRLS CLUBS IN COLORADO INC | ||||||
| 2017 W 9TH AVE | DENVER | CO | 80204 | PC | SUPPORT FOR FINANCIAL LITERACY | $2,500 |
| BOYS & GIRLS CLUB OF SIERRA VISTA INC | ||||||
| 1746 PASEO SAN LUIS | SIERRA VISTA | AZ | 85635 | PC | SUPPORTS AFTER SCHOOL PROGRAMS | $2,500 |
| BOTANICAL RESEARCH INSTITUTE OF TEXAS INC | ||||||
| 1700 UNIVERSITY DR | FORT WORTH | TX | 76109 | PC | SUPPORT BOTANICAL RESEARCH | $4,568 |
| BIG BROTHERS BIG SISTERS LONE STAR | ||||||
| 450 E JOHN W CAPENTER FWY | IRVING | TX | 75062 | PC | SUPPORT MENTORING PROGRAMS | $3,600 |
| BEXAR COUNTY MEDICAL LIBRARY ASSOCIATION | ||||||
| 4334 N LOOP 1604 W | SAN ANTONIO | TX | 78249 | PC | SUPPORT THE LIBRARY | $3,000 |
| BETHELS FAMILY BAPTIST CHURCH | ||||||
| 12660 SANDPIPER DR | HOUSTON | TX | 77035 | PC | SUPPORT YOUTH PROGRAM | $2,500 |
| BELLWETHER HOUSING | ||||||
| 1651 BELLEVUE AVE | SEATTLE | WA | 98122 | PC | PROVIDES AFFORDABLE HOUSING | $2,500 |
| BEL INIZIO | ||||||
| 7710 DEL RAY LN | HOUSTON | TX | 77071 | PC | HELP WOMEN THROUGH FITNESS AND NUTRITION | $250 |
| BAY AREA HOMELESS SERVICES INC | ||||||
| PO BOX 4130 | BAYTOWN | TX | 77522 | PC | SUPPORT SERVICES TO HOMELESS | $2,220 |
| BACK ON MY FEET | ||||||
| 100 S BROAD ST | PHILADELPHIA | PA | 19110 | PC | COMBAT HOMELESSNESS | $2,500 |
| AVENUE COMMUNITY DEVELOPMENT CORPORATION | ||||||
| 3517 IRVINGTON BLVD | HOUSTON | TX | 77009 | PC | SUPPORT ART ON THE AVENUE | $1,000 |
| ASPEN EDUCATION FOUNDATION | ||||||
| 235 HIGH SCHOOL RD | ASPEN | CO | 81611 | PC | SUPPORT FOR THE EDUCATION OF CHILDREN | $8,500 |
| ASPEN COMMUNITY FOUNDATION | ||||||
| 455 GOLD RIVERS CT | ASPEN | CO | 81621 | PC | SUPPORTS CAREER INTIATIVES | $640 |
| ASPEN COMMUNITY FOUNDATION | ||||||
| 455 GOLD RIVERS CT | ASPEN | CO | 81621 | PC | SUPPORT FOR RESOURCES FOR CHILDREN AND FAMILIES IN ASPEN | $769 |
| ARTSFUND | ||||||
| 100 W HARRISON ST | SEATTLE | WA | 98119 | PC | SUPPORTS THE ARTS | $7,500 |
| ARIZONA YWCA METROPOLITAN PHOENIX | ||||||
| 2999 N 44TH ST | GLENDALE | AZ | 85018 | PC | ELIMINATE RACISM AND EMPOWER WOMEN | $7,500 |
| ARIZONA HOUSING COALITION | ||||||
| 1495 E OSBORN RD | PHOENIX | AZ | 85014 | PC | SUPPORT THE EFFORTS TO END HOMELESSNESS | $5,000 |
| ARIZONA COUNCIL ON ECONOMIC EDUCATION | ||||||
| 16421 N TATUM BLVD | PHOENIX | AZ | 85032 | PC | SUPPORTS TEACHERS AND STUDENTS | $5,000 |
| ANY BABY CAN OF SAN ANTONIO INC | ||||||
| 217 HOWARD ST | SAN ANTONIO | TX | 78212 | PC | 7TH ANNUAL FORE! ANY BABY CAN GOLF TOURNAMENT SPONSORSHIP | $2,300 |
| AMERICAN CANCER SOCIETY INC | ||||||
| 250 WILLIAMS ST NW | ATLANTA | GA | 30303 | PC | FIND A CURE FOR CANCER | $2,500 |
| ALLIANCE OF COMMUNITY ASSISTANCE MINISTRIES INC | ||||||
| 770 S POST OAK LN | HOUSTON | TX | 77056 | PC | ASSIST FAMILIES DURING ECONOMIC DOWNTURN | $1,500 |
| ALLIANCE OF COMMUNITY ASSISTANCE MINISTRIES INC | ||||||
| 710 N POST OAK RD | HOUSTON | TX | 77079 | PC | ASSIST FAMILIES DURING ECONOMIC DOWNTURN | $1,702 |
| ALLIANCE FOR CHILDREN INC | ||||||
| 908 SOUTHLAND AVE | FORT WORTH | TX | 76104 | PC | PROTECT CHILDREN FROM CHILD ABUSE | $1,827 |
| ALLERGY SAFE KIDS INC | ||||||
| 1211 S PARKER RD | DENVER | CO | 80231 | PC | SUPPORT TO KEEP KIDS WITH SEVERE ALLERGIES SAFE | $2,000 |
| ADOPT A VET DENTAL PROGRAM | ||||||
| 1301 CORDONE AVE | RENO | NV | 89502 | PC | SUPPORT THE ADOPT A VET DENTAL CLINIC | $3,500 |
| ACCION SAN DIEGO | ||||||
| 404 EUCLID AVE | SAN DIEGO | CA | 92114 | PC | PROVIDE COVID RELIEF TO SMALL BUSINESSES | $20,000 |
| A NEW LEAFINC | ||||||
| 868 E UNIVERSITY DR | MESA | AZ | 85203 | PC | SUPPORT NEIGHBORHOOD ECONOMIC DEVELOPMENT CORP | $5,000 |
| A NEW LEAF INC | ||||||
| 868 E UNIVERSITY DR | MESA | AZ | 85203 | PC | SUPPORT VOLUNTEER TAX ASSISTANCE PROGRAM | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,152,955 | 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 | $637,376 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,337,423 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FROM PASS-THRU ENTITIES | Desc |
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $78,399 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,053,198 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,053,198 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| ZIONS BANCORPORATION NA | |||||||
| 1 | ONE SOUTH MAIN ST 15TH FL | SALT LAKE CITY | UT | 84133 | $40,000,000 | Yes (X) | |
| AMEGY HOLDING TEXAS INC | |||||||
| 2 | ONE SOUTH MAIN ST 15TH FL | SALT LAKE CITY | UT | 84133 | $65,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | 2.494% INTEREST IN FOUNDATION ENERGY FUND II, LLC | NoncashPropertyDesc |
| Fair Market Value | $65,000 | FairMarketValueAmt |
| Received | 2021-09-30 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $3,300 | Amt |
| Net Investment Income | $3,300 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BMW US CAP LLC | $125,376 | $125,509 |
| HSBC HLDGS PLC | $400,722 | $400,015 |
| JACKSON NATL LIFE | $85,954 | $85,866 |
| KEY BANK NA | $75,790 | $75,659 |
| MORGAN STANLEY | $75,924 | $75,671 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (126 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FGTXX | FMV | $666,203 | $666,203 |
| TBIXX | FMV | $538,035 | $538,035 |
| VTI | FMV | $1,946,569 | $2,522,807 |
| IWP | FMV | $1,205,083 | $1,407,528 |
| IWS | FMV | $1,167,758 | $1,431,112 |
| DEMIX | FMV | $1,362,800 | $1,276,405 |
| HLMEX | FMV | $1,368,358 | $1,326,236 |
| TIDDX | FMV | $843,284 | $796,526 |
| CSVZX | FMV | $3,931,800 | $3,949,083 |
| HNVRX | FMV | $1,184,229 | $1,229,618 |
| NWKDX | FMV | $1,308,063 | $1,379,291 |
| AGG | FMV | $2,234,223 | $2,208,018 |
| MWTIX | FMV | $3,579,050 | $3,552,500 |
| SEMMX | FMV | $1,420,750 | $1,455,662 |
| DBLEX | FMV | $442,245 | $433,876 |
| MHYIX | FMV | $620,908 | $619,865 |
| NPSRX | FMV | $623,000 | $622,823 |
| GLSPC | FMV | $2,413,018 | $2,544,083 |
| CMNIX | FMV | $1,491,835 | $1,546,621 |
| GJRTX | FMV | $1,470,664 | $1,423,177 |
| HCFLP | FMV | $0 | $1 |
| EEIXA | FMV | $0 | $1 |
| EEIXIA | FMV | $1,070 | $1,070 |
| FEFII | FMV | $64,158 | $64,158 |
| TBIXX | FMV | $114,349 | $114,349 |
| ALC | FMV | $48,414 | $59,416 |
| BABA | FMV | $67,732 | $33,974 |
| APTV | FMV | $53,123 | $60,537 |
| ASML | FMV | $42,134 | $62,099 |
| TEAM | FMV | $45,375 | $74,352 |
| ETN | FMV | $52,828 | $58,759 |
| INFO | FMV | $67,480 | $99,690 |
| NXP | FMV | $52,003 | $65,373 |
| SE | FMV | $44,491 | $40,939 |
| ADBE | FMV | $98,600 | $120,784 |
| AAP | FMV | $47,001 | $69,325 |
| AMZN | FMV | $337,903 | $356,774 |
| AAPL | FMV | $164,057 | $230,131 |
| BMRN | FMV | $29,334 | $32,248 |
| DXCM | FMV | $29,430 | $44,030 |
| EQIX | FMV | $53,838 | $67,667 |
| FIS | FMV | $56,097 | $44,970 |
| HD | FMV | $75,202 | $118,278 |
| ISRG | FMV | $55,027 | $58,925 |
| META | FMV | $199,225 | $253,608 |
| MSFT | FMV | $206,472 | $293,271 |
| MNST | FMV | $59,982 | $64,827 |
| NFLX | FMV | $100,278 | $104,222 |
| NKE | FMV | $82,215 | $86,668 |
| NVDA | FMV | $92,147 | $209,406 |
| PANW | FMV | $73,363 | $115,249 |
| PYPL | FMV | $42,008 | $42,619 |
| CRM | FMV | $139,229 | $152,986 |
| SPLK | FMV | $61,990 | $47,098 |
| TMO | FMV | $92,815 | $133,448 |
| TSCO | FMV | $40,430 | $59,889 |
| UBER | FMV | $84,817 | $63,398 |
| PATH | FMV | $31,790 | $21,306 |
| ULTA | FMV | $57,344 | $75,046 |
| UNH | FMV | $103,262 | $155,663 |
| UPS | FMV | $78,467 | $103,098 |
| V | FMV | $165,810 | $169,684 |
| DIS | FMV | $77,808 | $65,364 |
| WDAY | FMV | $55,008 | $60,646 |
| GWW | FMV | $58,732 | $79,809 |
| ZTS | FMV | $82,197 | $132,996 |
| RTX | FMV | $53,464 | $62,480 |
| ACCRD | FMV | $0 | $26,814 |
| TBIXX | FMV | $61,038 | $61,038 |
| ABB | FMV | $36,001 | $36,567 |
| ACN | FMV | $35,717 | $45,186 |
| ADDYY | FMV | $28,874 | $23,899 |
| AAGIY | FMV | $31,248 | $25,003 |
| AIQUY | FMV | $32,732 | $32,570 |
| AKZOY | FMV | $32,285 | $29,337 |
| NGLOY | FMV | $20,012 | $20,956 |
| AON | FMV | $38,475 | $41,778 |
| SAN | FMV | $22,309 | $20,069 |
| NCBDY | FMV | $19,540 | $18,862 |
| BCS | FMV | $26,650 | $27,666 |
| BP | FMV | $30,167 | $33,474 |
| BVVPY | FMV | $19,958 | $20,308 |
| CABGY | FMV | $30,653 | $30,879 |
| CFRUY | FMV | $14,302 | $19,885 |
| CLVT | FMV | $19,254 | $19,404 |
| GMPGY | FMV | $23,101 | $25,403 |
| CTTAY | FMV | $23,744 | $21,855 |
| DKILY | FMV | $22,254 | $21,727 |
| DWAHY | FMV | $18,126 | $17,322 |
| DBSDY | FMV | $19,892 | $21,803 |
| ENLAY | FMV | $32,145 | $27,820 |
| EMGIY | FMV | $39,714 | $40,920 |
| EQNR | FMV | $11,163 | $14,718 |
| FERG | FMV | $25,681 | $33,367 |
| FJTSY | FMV | $24,543 | $24,706 |
| HTHIY | FMV | $20,663 | $20,342 |
| IDEXY | FMV | $24,897 | $23,490 |
| IFNNY | FMV | $11,917 | $12,469 |
| LGRDY | FMV | $26,112 | $27,219 |
| MKTAY | FMV | $38,824 | $31,336 |
| MDT | FMV | $41,449 | $33,207 |
| MKKGY | FMV | $28,577 | $30,668 |
| NVS | FMV | $25,375 | $23,792 |
| PSO | FMV | $12,705 | $12,575 |
| PRNDY | FMV | $22,030 | $25,447 |
| PUK | FMV | $15,982 | $13,841 |
| RDSMY | FMV | $32,720 | $34,732 |
| RELX | FMV | $50,982 | $55,502 |
| RYKKY | FMV | $19,915 | $14,790 |
| RYAAY | FMV | $23,766 | $23,127 |
| SAFRY | FMV | $33,546 | $33,454 |
| SAXPY | FMV | $27,392 | $26,806 |
| SDVKY | FMV | $25,806 | $29,657 |
| SNY | FMV | $49,918 | $47,294 |
| SMNNY | FMV | $36,620 | $35,305 |
| SNN | FMV | $12,458 | $12,186 |
| SMFG | FMV | $22,663 | $22,563 |
| SU | FMV | $16,575 | $23,653 |
| SZKMY | FMV | $17,454 | $15,692 |
| TELNY | FMV | $20,786 | $18,468 |
| TSCDY | FMV | $28,718 | $32,983 |
| ULTA | FMV | $31,534 | $30,391 |
| UNVGY | FMV | $8,332 | $7,425 |
| VWDRY | FMV | $30,881 | $24,158 |
| VWAPY | FMV | $26,655 | $23,533 |
| WTKWY | FMV | $24,944 | $26,037 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UT SECRETARY OF STATE FEES | Desc |
| Revenue And Expenses Per Books | $54 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $54 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FROM PASS-THRU ENTITIES | Desc |
| Revenue And Expenses Per Books | $78,399 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $80,500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $44,387 | Amt |
| Net Investment Income | $15,129 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID ON INVESTMENTS AS REPORTED ON 1099-DIV | CategoryTxt |
| Amt | $17,392 | Amt |
| Net Investment Income | $17,392 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |