SORENSON LEGACY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SORENSON LEGACY FOUNDATION (EIN 45-3240491)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-11
- IRS object ID
- 202003169349102125
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Compensation Explanation
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-11T17:22:37-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 TRIAD CENTER STE 600 | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 841801106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453240491 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SORENSON LEGACY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SORE | BusinessNameControlTxt |
| Phone | 8014619700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6900 SOUTH 900 EAST NO 230 | AddressLine1Txt |
| City | MIDVALE | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84047 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES ANDERSON | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8014619700 | PhoneNum |
| Signature | 2020-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL R CRIDDLE CPA | PreparerPersonNm |
| PTIN | P00355202 | PTIN |
| Phone | 8015322200 | PhoneNum |
| Preparation | 2020-11-11 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 71.199.48.36 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-11 | IPDt |
| IP Tm | 15:06:55 | IPTm |
| IP Timezone | MS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A954AC66ECE32461C6524D2B714178B2612F2C0D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9C6730BAAFADF2AD393AC4B122A8A306C14DD032 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $486,885,685 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $10,838,786 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,360,789 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $15,410,511 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $18,446,300 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $561,552 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $149,958 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $26,249,297 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,072,299 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $578,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $206,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $298,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $193,594 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $242,988 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $23,021 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $21,151 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,583,615 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,246,253 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $338,771 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $170,906 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $11,166 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $105,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $25,890 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $5,398 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $5,398 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $49,868 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $483,192 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $260,952 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,709,402 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,972,501 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,167,260 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $29,117,936 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $29,117,936 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $31,827,338 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,972,501 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $30,285,196 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,578,041 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,099,798 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $168,363 | CashBOYAmt |
| Cash EOY | $39,029 | CashEOYAmt |
| Cash EOYFMV | $39,029 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $13,132,646 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,153,363 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,153,363 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $178,307 | AcctRcvblAmt |
| Acct Rcvbl BOY | $268,194 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $178,307 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $178,307 | AcctRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $5,095,683 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $1,699,332 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $1,699,332 | RcvblFromOfficersEOYFMVAmt |
| Prepaid Expenses BOY | $19,278 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $22,369 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $22,369 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $29,454,843 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $31,874,583 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $31,874,583 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $317,783,208 | CorporateStockBOYAmt |
| Corporate Stock EOY | $311,218,992 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $311,218,992 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $19,329,203 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $21,619,770 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $21,619,770 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $126,233,850 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $97,744,764 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $113,079,940 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $511,485,268 | TotalAssetsBOYAmt |
| Total Assets EOY | $471,550,509 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $486,885,685 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $88,526 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $39,592 | AccountsPayableEOYAmt |
| Mortgages And Notes Payable BOY | $5,132,289 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $1,712,910 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $5,220,815 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,752,502 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $524,550,151 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $493,661,746 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$18,285,698 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$23,863,739 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $506,264,453 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $469,798,007 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $511,485,268 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $471,550,509 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $506,264,453 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,578,041 | ExcessRevenueOverExpensesAmt |
| Other Increases | $38,750,174 | OtherIncreasesAmt |
| Subtotal | $539,436,586 | SubtotalAmt |
| Other Decreases | $69,638,579 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $469,798,007 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CAPITAL GAINS | P | 2018-01-01 | 2019-12-31 | $15,410,511 | $1,079,961 | $14,330,550 | $14,330,550 |
| REIHDE | P | 2018-01-01 | 2019-12-31 | $13,180,742 | -$13,180,742 | -$13,180,742 | |
| KABOUTER | P | 2019-01-01 | 2019-12-31 | $254,373 | -$254,373 | -$254,373 | |
| REIHDE | P | 2018-01-01 | 2019-12-31 | $214,631 | -$214,631 | -$214,631 | |
| KABOUTER | P | 2018-01-01 | 2019-12-31 | $115,535 | -$115,535 | -$115,535 | |
| LS REAL ESTATE IV | P | 2018-01-01 | 2019-12-31 | $187,898 | $187,898 | $187,898 | |
| CZECH II SENIOR LOAN TRUST | P | 2018-01-01 | 2019-12-31 | $28,318 | -$28,318 | -$28,318 | |
| BLACKSTONE ALTERNATIVES | P | 2014-10-16 | 2019-07-03 | $459,905 | $417,871 | $42,034 | $42,034 |
| CARLYLE EUROPEAN | P | 2014-05-23 | 2019-07-03 | $714,878 | $799,775 | -$84,897 | -$84,897 |
| CZECH II SENIOR LOAN TRUST | P | 2013-08-23 | 2019-07-03 | $10,650 | $15,091 | -$4,441 | -$4,441 |
| CZECH III SENIOR LOAN TRUST | P | 2016-04-18 | 2019-07-03 | $264,715 | $271,130 | -$6,415 | -$6,415 |
| GSO MEZANINE FINANCE | P | 2011-12-07 | 2019-07-03 | $218,389 | $589,057 | -$370,668 | -$370,668 |
| LS REAL ESTATE IV | P | 2015-10-13 | 2019-07-03 | $233,441 | $208,106 | $25,335 | $25,335 |
| SLP IV TECHNOLOGY IV | P | 2012-12-06 | 2019-07-03 | $945,913 | $710,158 | $235,755 | $235,755 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $561,552 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $30,846,154 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $551,423,522 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.055939 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $28,069,486 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $538,765,916 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052100 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $36,007,498 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $583,309,671 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.061730 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $33,015,778 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $620,405,209 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.053216 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $33,226,530 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $647,202,824 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051339 | DistributionYr5Rt |
| Total Distribution | 0.274324 | TotalDistributionRt |
| Average Distribution | 0.054865 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $473,099,070 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $25,956,580 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $80,998 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $26,037,578 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $30,285,196 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $80,998 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $80,998 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $80,998 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $282,531 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $282,531 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $201,533 | OverpaymentAmt |
| Applied To ES Tax | $201,533 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | UT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | SORENSONLEGACYFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | TREASURER | IndividualWithBooksNm |
| Phone | 8014619700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6900 S 900 E 230 | AddressLine1Txt |
| City | MIDVALE | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84047 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ANN CROCKER | ||||||||
| PO BOX 65912 | SALT LAKE CITY | UT | 841650912 | DIRECTOR | 4.00 | $63,500 | $0 | $0 |
| GARY CROCKER | ||||||||
| PO BOX 65912 | SALT LAKE CITY | UT | 841650912 | DIRECTOR | 4.00 | $70,500 | $0 | $0 |
| CHRISTINE HARRIS | ||||||||
| PO BOX 65912 | SALT LAKE CITY | UT | 841650912 | DIRECTOR | 3.00 | $47,000 | $0 | $0 |
| DALE HARRIS | ||||||||
| PO BOX 65912 | SALT LAKE CITY | UT | 841650912 | DIRECTOR | 4.00 | $68,000 | $0 | $0 |
| SHAUNA JOHNSON | ||||||||
| PO BOX 65912 | SALT LAKE CITY | UT | 841650912 | DIRECTOR | 4.00 | $66,500 | $0 | $0 |
| RALPH JOHNSON | ||||||||
| PO BOX 65912 | SALT LAKE CITY | UT | 841650912 | DIRECTOR | 5.00 | $81,000 | $0 | $0 |
| CAROL SMITH | ||||||||
| PO BOX 65912 | SALT LAKE CITY | UT | 841650912 | DIRECTOR | 3.00 | $54,500 | $0 | $0 |
| THOM WILLIAMSEN | ||||||||
| PO BOX 65912 | SALT LAKE CITY | UT | 841650912 | DIRECTOR | 4.00 | $57,500 | $0 | $0 |
| GAIL WILLIAMSEN | ||||||||
| PO BOX 65912 | SALT LAKE CITY | UT | 841650912 | DIRECTOR | 4.00 | $69,500 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SEPIO CAPITAL LLC | |||||
| 50 CALIFORNIA STREET SUITE 3525 | SAN FRANCISCO | CA | 94111 | CONSULTING | $664,626 |
| SDI RESIDUAL ASSETS LLC | |||||
| 6900 S 900 E 230 | MIDVALE | UT | 84047 | CONSULTING | $413,753 |
| EAGLE CAPITAL MANAGEMENT LLC | |||||
| 499 PARK AVENUE 17TH FLOOR | NEW YORK | NY | 10022 | CONSULTING | $261,312 |
| HOLLAND & HART | |||||
| 555 17TH STREET SUITE 3200 | DENVER | CO | 80202 | LEGAL | $98,598 |
| LOOMIS SAYLES & COMPANY | |||||
| ONE FINANCIAL CENTER | BOSTON | MA | 02111 | CONSULTING | $92,856 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 3 | 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 | $343,103,415 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,534,447 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $121,665,762 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $480,303,624 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $480,303,624 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,204,554 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $473,099,070 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $23,654,954 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $23,654,954 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $80,998 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $80,998 | TotalTaxAmt |
| Distributable Before Adj | $23,573,956 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $23,573,956 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $23,573,956 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $30,285,196 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $30,285,196 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $80,998 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $30,204,198 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $23,573,956 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,242,325 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,491,086 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $7,031,154 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,561,134 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,022,026 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $16,347,725 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $30,285,196 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $23,573,956 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,711,240 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $23,058,965 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,242,325 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $21,816,640 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,491,086 | ExcessFromYear4Amt |
| Excess From Year3 | $7,031,154 | ExcessFromYear3Amt |
| Excess From Year2 | $1,561,134 | ExcessFromYear2Amt |
| Excess From Year1 | $4,022,026 | ExcessFromYear1Amt |
| Excess From Current Year | $6,711,240 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Shareholder Manager | RALPH JOHNSON | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SORENSON LEGACY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6900 S 900 E SUITE 230 | AddressLine1Txt |
| City | MIDVALE | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84047 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8014619700 | RecipientPhoneNum |
| Form And Info And Materials | APPLICANTS MAY APPLY ONLINE OR REQUEST A COPY OF THE GRANT APPLICATION IN PERSON. ALL APPLICATIONS ARE REVIEWED AND SCREENED BY THE FOUNDATION'S ADMINISTRATIVE MANAGER TO ENSURE THAT THE APPLICATION IS APPROPRIATE AND CONSISTENT WITH THE FOUNDATION'S CHARTER AND THAT THE APPLICANT IS APPROVED AND IN GOOD STANDING ACCORDING TO IRC 501(C)(3) REQUIREMENTS. AFTER THIS EVALUATION, CHARITABLE CONTRIBUTIONS AND GRANT APPLICATIONS MAY BE APPROVED BY A MAJORITY VOTE OF A QUORUM OF THE BOARD OF DIRECTORS. GRANT APPLICATIONS ARE REVIEWED BY THE BOARD OF DIRECTORS ON A QUARTERLY BASIS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | FIRST DAY OF THE MONTH PRIOR TO THE CALENDAR QUARTER. | SubmissionDeadlinesTxt |
| Restrictions On Awards | APPLICATIONS MUST COMPLY WITH THE FOUNDATION'S POLICIES AND PROCEDURES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (323 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ABILITY FOUNDATION | ||||||||
| 5236 GREENPINE DRIVE | SALT LAKE CITY | UT | 84123 | NONE | PC | GENERAL CHARITABLE PURPOSES | $15,000 | |
| AFRICA HELP LINE SOCIETY INC | ||||||||
| 8916 S 4420 W | WEST JORDAN | UT | 84088 | NONE | PC | GENERAL CHARITABLE PURPOSES | $56,690 | |
| ALLIANCE HOUSE | ||||||||
| 1724 S MAIN ST | SALT LAKE CITY | UT | 84115 | NONE | PC | GENERAL CHARITABLE PURPOSES | $40,000 | |
| AMERICAN CANCER SOCIETY | ||||||||
| 941 E 3300 S | SALT LAKE CITY | UT | 84106 | NONE | PC | GENERAL CHARITABLE PURPOSES | $100,000 | |
| AMERICAN FESTIVAL CHORUS & ORCHESTRA | ||||||||
| 4060 OLD MAIN HILL | LOGAN | UT | 84322 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 465 S 400 E SUITE 110 | SALT LAKE CITY | UT | 84111 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50,000 | |
| AMERICAN INDIAN SERVICES | ||||||||
| 1902 NORTH CANYON ROAD SUITE 100 | PROVO | UT | 84604 | NONE | PC | GENERAL CHARITABLE PURPOSES | $70,000 | |
| AMERICAN RED CROSS | ||||||||
| 555 E 300 S SUITE 200 | SALT LAKE CITY | UT | 84102 | NONE | PC | GENERAL CHARITABLE PURPOSES | $45,000 | |
| AND JUSTICE FOR ALL | ||||||||
| 205 N 400 W | SALT LAKE CITY | UT | 84103 | NONE | PC | GENERAL CHARITABLE PURPOSES | $15,000 | |
| APPLIED TECHNOLOGY FOUNDATION | ||||||||
| 508 E SOUTH TEMPLE A45 | SALT LAKE CITY | UT | 84102 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| ART ACCESS | ||||||||
| 230 S 500 W 125 | SALT LAKE CITY | UT | 84101 | NONE | PC | GENERAL CHARITABLE PURPOSES | $15,000 | |
| ARTHRITIS FOUNDATION | ||||||||
| 4424 S 700 E SUITE 180 | SALT LAKE CITY | UT | 84107 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| ARTISTIC RESOURCES FOR TEACHERS & STUDENTS | ||||||||
| 4001 S 700 E 500 | SALT LAKE CITY | UT | 84107 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| ASIAN ASSOCIATION OF UTAH | ||||||||
| 1588 S MAJOR STREET | SALT LAKE CITY | UT | 84115 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50,000 | |
| ASSISTANCE LEAGUE OF SALT LAKE | ||||||||
| PO BOX 9353 | SALT LAKE CITY | UT | 84109 | NONE | PC | GENERAL CHARITABLE PURPOSES | $17,500 | |
| BAD DOG ARTS | ||||||||
| 824 S 400 W SUITE B129 | SALT LAKE CITY | UT | 84101 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | |
| BALLET WEST | ||||||||
| 50 W 200 S | SALT LAKE CITY | UT | 84101 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50,000 | |
| BECKET FUND FOR RELIGIOUS LIBERTY | ||||||||
| 1200 NEW HAMPSHIRE AVE NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL CHARITABLE PURPOSES | $100,000 | |
| BEST BUDDIES UTAH | ||||||||
| 1192 E DRAPER PKWY 103 | DRAPER | UT | 84020 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| BRIDGERLAND COMMUNITY ICE ARENA (ECCLES ICE) | ||||||||
| 2825 N 200 E | LOGAN | UT | 84341 | NONE | PC | GENERAL CHARITABLE PURPOSES | $9,500 | |
| BRIGHAM YOUNG UNIVERSITY | ||||||||
| B-72 | PROVO | UT | 84604 | NONE | PC | GENERAL CHARITABLE PURPOSES | $1,295,000 | |
| BRIGHAM YOUNG UNIVERSITY - HAWAII | ||||||||
| 52-220 KULANUI STREET | LAIE | HI | 96762 | NONE | PC | GENERAL CHARITABLE PURPOSES | $1,000,000 | |
| BUILDING YOUTH AROUND THE WORLD | ||||||||
| 198 E 4500 S | MURRAY | UT | 84107 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | |
| CACHE VALLEY COWBOY RENDEZVOUS | ||||||||
| 60 W CANYON ROAD | PARADISE | UT | 84328 | NONE | PC | GENERAL CHARITABLE PURPOSES | $18,500 | |
| CALLED2SERVE FOUNDATION | ||||||||
| 2250 N UNIVERSITY AVE | PROVO | UT | 84604 | NONE | PC | GENERAL CHARITABLE PURPOSES | $300,000 | |
| CANYON CREEK WOMEN'S CRISIS CENTER | ||||||||
| 95 N MAIN STREET 22 | CEDAR CITY | UT | 84720 | NONE | PC | GENERAL CHARITABLE PURPOSES | $30,000 | |
| CATHOLIC COMMUNITY SERVICES OF UTAH | ||||||||
| 745 E 300 S | SALT LAKE CITY | UT | 84102 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |
| CHABAD LUBAVITCH OF UTAH | ||||||||
| 1760 S 1100 E | SALT LAKE CITY | UT | 84105 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |
| CHILD AND FAMILY SUPPORT CENTER OF CACHE | ||||||||
| 380 W 400 N | LOGAN | UT | 84341 | NONE | PC | GENERAL CHARITABLE PURPOSES | $45,000 | |
| CHILDREN'S CENTER | ||||||||
| 350 S 400 E | SALT LAKE CITY | UT | 84111 | NONE | PC | GENERAL CHARITABLE PURPOSES | $35,000 | |
| CHILDREN'S SERVICE SOCIETY OF UTAH | ||||||||
| 124 S 400 E 400 | SALT LAKE CITY | UT | 84111 | NONE | PC | GENERAL CHARITABLE PURPOSES | $100,000 | |
| CHRISTMAS BOX INTERNATIONAL | ||||||||
| 3660 S WEST TEMPLE | SALT LAKE CITY | UT | 84115 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |
| COMMON GROUND OUTDOOR ADVENTURES INC | ||||||||
| 335 N 100 E | LOGAN | UT | 84321 | NONE | PC | GENERAL CHARITABLE PURPOSES | $15,000 | |
| COMMUNITY DEVELOPMENT CORPORATION | ||||||||
| 501 E 1700 S | SALT LAKE CITY | UT | 84105 | NONE | PC | GENERAL CHARITABLE PURPOSES | $15,000 | |
| COMMUNITY HEALTH CONNECT | ||||||||
| 591 S STATE ST | PROVO | UT | 84606 | NONE | PC | GENERAL CHARITABLE PURPOSES | $15,000 | |
| COMMUNITY NURSING SERVICES | ||||||||
| 2830 S REDWOOD ROAD | WEST VALLEY CITY | UT | 84119 | NONE | PC | GENERAL CHARITABLE PURPOSES | $55,000 | |
| COMMUNITY OPTIONS | ||||||||
| 2964 W 4700 S 208 | TAYLORSVILLE | UT | 84129 | NONE | PC | GENERAL CHARITABLE PURPOSES | -$1,118 | |
| COMUNIDADES UNIDES | ||||||||
| 1750 W RESEARCH WAY SUITE 102 | WEST VALLEY CITY | UT | 84119 | NONE | PC | GENERAL CHARITABLE PURPOSES | $8,500 | |
| CROSSROADS URBAN CENTER | ||||||||
| 347 S 400 E | SALT LAKE CITY | UT | 84111 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |
| DALE B HULL FOUNDATION FOR NEUROLOGICAL REHAB (NEUROWORX) | ||||||||
| 10376 S JORDAN GATEWAY | SOUTH JORDAN | UT | 84095 | NONE | PC | GENERAL CHARITABLE PURPOSES | $1,000,000 | |
| DAVIS PERFORMING ARTS ASSOCIATION | ||||||||
| 525 N 400 W | CENTERVILLE | UT | 84014 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | |
| DISCOVERY GATEWAY CHILDREN'S MUSEUM | ||||||||
| 444 W 100 S | SALT LAKE CITY | UT | 84101 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 333 7TH AVENUE 2ND FLOOR | NEW YORK | NY | 21741 | NONE | PC | GENERAL CHARITABLE PURPOSES | $150,000 | |
| EATS PARK CITY | ||||||||
| PO BOX 682896 | PARK CITY | UT | 84067 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| ELIZABETH ACADEMY | ||||||||
| 1916 LAKEWOOD DRIVE | SALT LAKE CITY | UT | 84117 | NONE | PC | GENERAL CHARITABLE PURPOSES | $4,435,286 | |
| ENGLISH LANGUAGE CENTER OF CACHE CO | ||||||||
| 1544 N 200 W | LOGAN | UT | 84341 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |
| ENGLISH SKILLS LEARNING CENTER | ||||||||
| 4444 S 700 E SUITE 100 | SALT LAKE CITY | UT | 84103 | NONE | PC | GENERAL CHARITABLE PURPOSES | $35,000 | |
| ENTRAIDE US INC | ||||||||
| 852 E NORTHCLIFFE DRIVE | SALT LAKE CITY | UT | 84103 | NONE | PC | GENERAL CHARITABLE PURPOSES | $100,000 | |
| ENVISION UTAH | ||||||||
| 254 S 600 E 201 | SALT LAKE CITY | UT | 84102 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |
| EPICENTER | ||||||||
| PO BOX 444 | GREEN RIVER | UT | 84525 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |
| EXCELLENCE IN THE COMMUNITY | ||||||||
| 10073 STONE WALL COURT | SANDY | UT | 84092 | NONE | PC | GENERAL CHARITABLE PURPOSES | $15,000 | |
| EYE CARE FOR KIDS FOUNDATION | ||||||||
| 6911 S STATE | MIDVALE | UT | 84047 | NONE | PC | GENERAL CHARITABLE PURPOSES | $40,000 | |
| FAMILY COUNSELING SERVICE OF NORTHERN UTAH | ||||||||
| 3518 WASHINGTON BLVD | OGDEN | UT | 84403 | NONE | PC | GENERAL CHARITABLE PURPOSES | $8,000 | |
| FAMILY PROMISE OF SALT LAKE CITY | ||||||||
| 814 WEST 800 SOUTH | SALT LAKE CITY | UT | 84104 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| FAMILY SUPPORT CENTER OF SW UTAH | ||||||||
| 751 S 300 E | CEDAR CITY | UT | 84720 | NONE | PC | GENERAL CHARITABLE PURPOSES | $30,000 | |
| FAMILY SUPPORT CENTER OF WASHINGTON COUNTY | ||||||||
| 310 W 200 N | ST GEORGE | UT | 84770 | NONE | PC | GENERAL CHARITABLE PURPOSES | $8,000 | |
| FIRST STEP HOUSE INC | ||||||||
| 411 GRANT STREET | SALT LAKE CITY | UT | 84116 | NONE | PC | GENERAL CHARITABLE PURPOSES | $40,000 | |
| FIT TO RECOVER INC | ||||||||
| 789 W 1390 S | SALT LAKE CITY | UT | 84104 | NONE | PC | GENERAL CHARITABLE PURPOSES | $27,000 | |
| FOUR CORNERS SCHOOL OF OUTDOOR EDUCATION | ||||||||
| PO BOX 1029 | MONTICELLO | UT | 84535 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| FREE WHEELCHAIR MISSION | ||||||||
| 15279 ALTON PARKWAY 300 | IRVINE | CA | 92618 | NONE | PC | GENERAL CHARITABLE PURPOSES | $30,000 | |
| FRIENDS FOR SIGHT | ||||||||
| 661 S 200 E | SALT LAKE CITY | UT | 84111 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| FRIENDS OF ARCHES AND CANYONLANDS PARKS | ||||||||
| 2282 S WEST RESOURCE BLVD | MOAB | UT | 84534 | NONE | PC | GENERAL CHARITABLE PURPOSES | $7,500 | |
| FRIENDS OF THE COALITION | ||||||||
| 299 E 900 S | PROVO | UT | 84606 | NONE | PC | GENERAL CHARITABLE PURPOSES | $65,000 | |
| FRIENDS OF THE GREAT SALT LAKE | ||||||||
| PO BOX 2655 | SALT LAKE CITY | UT | 84110 | NONE | PC | GENERAL CHARITABLE PURPOSES | $7,500 | |
| FRIENDS OF THE GREEN RIVER | ||||||||
| PO BOX 191 | GREEN RIVER | UT | 84525 | NONE | PC | GENERAL CHARITABLE PURPOSES | $30,000 | |
| FRIENDS OF THE MOAB FOLK MUSIC FESTIVAL | ||||||||
| PO BOX 1082 | MOAB | UT | 84532 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| FUTUREINDESIGN INC | ||||||||
| 720 W PRICE RIVER DR | PRICE | UT | 84501 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |
| GRANITE EDUCATION FOUNDATION | ||||||||
| 2500 S STATE STREET | SALT LAKE CITY | UT | 84115 | NONE | PC | GENERAL CHARITABLE PURPOSES | $40,000 | |
| GREEN RIVER CHEER ASSOCIATION | ||||||||
| PO BOX 295 | GREEN RIVER | UT | 84525 | NONE | PC | GENERAL CHARITABLE PURPOSES | $17,000 | |
| GREENTREE YOGA OF UTAH INC | ||||||||
| 2961 LOSTWOOD DR | SANDY | UT | 84092 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| GUIDE DOGS FOR THE BLIND INC | ||||||||
| 350 LOS RANCHITOS RD | SAN RAFAEL | CA | 94903 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |
| HABITAT FOR HUMANITY OF CASTLE COUNTRY | ||||||||
| PO BOX 724 | PRICE | UT | 84501 | NONE | PC | GENERAL CHARITABLE PURPOSES | $40,000 | |
| HABITAT FOR HUMANITY OF SUMMIT AND WASATCH | ||||||||
| PO BOX 682704 | PARK CITY | UT | 84067 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| HABITAT OF HUMANITY OF SOUTHWEST UTAH | ||||||||
| 835 S BLUFF STREET | ST GEORGE | UT | 84770 | NONE | PC | GENERAL CHARITABLE PURPOSES | $40,000 | |
| HAPPY FACTORY INC | ||||||||
| 896 N 2175 CIRCLE | CEDAR CITY | UT | 84721 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | |
| HEALING THE CHILDREN | ||||||||
| 4142 W 105TH WAY | WESTMINSTER | CO | 80031 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |
| HEALTH INTEGRATION AND RESILIENCY CENTER | ||||||||
| 1909 TEXAS ST | SALT LAKE CITY | UT | 84108 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| HEART & SOUL | ||||||||
| PO BOX 526142 | SALT LAKE CITY | UT | 84152 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |
| HELPING HAND ASSOCIATION INC | ||||||||
| 974 E SOUTH TEMPLE | SALT LAKE CITY | UT | 84102 | NONE | PC | GENERAL CHARITABLE PURPOSES | $15,000 | |
| HERITAGE FOUNDATION | ||||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20003 | NONE | PC | GENERAL CHARITABLE PURPOSES | $70,000 | |
| HOLDING OUT HELP | ||||||||
| 748 E PIONEER ROAD | DRAPER | UT | 84020 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |
| HOLE ON THE ROCK FOUNDATION | ||||||||
| 1345 MEADOWLARK ROAD | OREM | UT | 84097 | NONE | PC | GENERAL CHARITABLE PURPOSES | $15,000 | |
| HOLY CROSS MINISTRIES | ||||||||
| 860 E 4500 S 204 | SALT LAKE CITY | UT | 84107 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | |
| HOWARD CENTER | ||||||||
| 934 N MAIN ST | ROCKFORD | IL | 61103 | NONE | PC | GENERAL CHARITABLE PURPOSES | $150,000 | |
| HUMANE SOCIETY OF UTAH | ||||||||
| 4242 S 300 W | MURRAY | UT | 84107 | NONE | PC | GENERAL CHARITABLE PURPOSES | $8,500 | |
| IHHELPP INC | ||||||||
| 2553 N 1000 E | PROVO | UT | 84604 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| IMMIGRANT LEGAL SERVICES | ||||||||
| 4055 S 700 E 200 | SALT LAKE CITY | UT | 84107 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |
| INDIGENOUS INTERNATIONAL | ||||||||
| 153 E 600 N | PROVO | UT | 84606 | NONE | PC | GENERAL CHARITABLE PURPOSES | $12,000 | |
| INTERMOUNTAIN SPECIALIZED ABUSE TREATMENT | ||||||||
| 1555 W 2200 S SUITE A | WEST VALLEY CITY | UT | 84119 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |
| INTERNATIONAL RESCUE COMMITTEE INC | ||||||||
| PO BOX 3988 | SALT LAKE CITY | UT | 84110 | NONE | PC | GENERAL CHARITABLE PURPOSES | $41,000 | |
| JDRF INTERNATIONAL | ||||||||
| 132 S 600 E SUITE 100 | SALT LAKE CITY | UT | 84102 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| JEWISH FAMILY SERVICE | ||||||||
| 1111 E BRICKYARD ROAD 218 | SALT LAKE CITY | UT | 84106 | NONE | PC | GENERAL CHARITABLE PURPOSES | $30,000 | |
| JUNIOR ACHIEVEMENT OF UTAH | ||||||||
| 515 E 100 S SUITE 200 | SALT LAKE CITY | UT | 84102 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| KIDS ON THE MOVE INC | ||||||||
| 475 W 260 N | OREM | UT | 84057 | NONE | PC | GENERAL CHARITABLE PURPOSES | $100,000 | |
| KONY CHARITIES | ||||||||
| 619 S BLUFF TOWER 1 SUITE 300 | ST GEORGE | UT | 84770 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| LEARNING CENTER FOR FAMILIES | ||||||||
| 2044 S MESA PALMS | ST GEORGE | UT | 84770 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| LIVE YOUR DREAM | ||||||||
| 3651 N 100 E | PROVO | UT | 84604 | NONE | PC | GENERAL CHARITABLE PURPOSES | $15,000 | |
| LOGAN COMMUNITY FOUNDATION | ||||||||
| PO BOX 6652 | NORTH LOGAN | UT | 84341 | NONE | PC | GENERAL CHARITABLE PURPOSES | $7,000 | |
| LOVELAND LIVING PLANET AQUARIUM | ||||||||
| 12033 S LONE PEAK PKWY | DRAPER | UT | 84020 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |
| MALIHEH FREE CLINIC | ||||||||
| 415 E 3900 S | SOUTH SALT LAKE | UT | 84107 | NONE | PC | GENERAL CHARITABLE PURPOSES | $70,000 | |
| MANNERS GOLDEN RULE FOUNDATION | ||||||||
| 444 E 200 S | SALT LAKE CITY | UT | 84111 | NONE | PC | GENERAL CHARITABLE PURPOSES | $12,500 | |
| MOAB VALLEY MULTICULTURAL CENTER | ||||||||
| 156 N 100 W | MOAB | UT | 84532 | NONE | PC | GENERAL CHARITABLE PURPOSES | $15,000 | |
| MUSIC THEATRE WEST | ||||||||
| PO BOX 3542 | LOGAN | UT | 84323 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| MY STORY MATTERS | ||||||||
| 991 N 600 E | SPRINGVILLE | UT | 84663 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| NATIONAL ALLIANCE MENTAL ILLNESS UTAH | ||||||||
| 450 S 900 E SUITE 160 | SALT LAKE CITY | UT | 84102 | NONE | PC | GENERAL CHARITABLE PURPOSES | $45,000 | |
| NATIONAL INVESTORS HALL OF FAME | ||||||||
| 3701 HIGHLAND PARK NW | NORTH CANTON | OH | 44720 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||||
| 6364 S HIGHLAND DRIVE SUITE 101 | SALT LAKE CITY | UT | 84121 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |
| NATIONAL ORGANIZATION FOR MARRIAGE | ||||||||
| 2029 K STREET NW 300 | WASHINGTON | DC | 20006 | NONE | PC | GENERAL CHARITABLE PURPOSES | $150,000 | |
| NEEDS BEYOND MEDICINE | ||||||||
| PO BOX 521618 | SALT LAKE CITY | UT | 84152 | NONE | PC | GENERAL CHARITABLE PURPOSES | $40,000 | |
| NEIGHBORHOOD HOUSE ASSOCIATION | ||||||||
| 1050 W 500 S | SALT LAKE CITY | UT | 84104 | NONE | PC | GENERAL CHARITABLE PURPOSES | $30,000 | |
| NEIGHBORHOOD HOUSING SERVICES OF PROVO | ||||||||
| 39 W 300 N | PROVO | UT | 84601 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |
| NOVA CHAMBER MUSIC SERIES | ||||||||
| 10493 DIMPLE DELL RD | SANDY | UT | 84092 | NONE | PC | GENERAL CHARITABLE PURPOSES | $2,500 | |
| NOVA PRINCIPLES FOUNDATION | ||||||||
| PO BOX 138 | LEHI | UT | 84043 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| OFF BROADWAY THEATRE | ||||||||
| PO BOX 2198 | SALT LAKE CITY | UT | 84110 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | |
| OGDEN DINOSAUR PARK AND MUSEUM FOUNDATION | ||||||||
| 1544 PARK BLVD | OGDEN | UT | 84401 | NONE | PC | GENERAL CHARITABLE PURPOSES | $14,600 | |
| ON PITCH PERFORMING ARTS INC | ||||||||
| 587 N MAIN ST | LAYTON | UT | 84041 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | |
| ONE HEART WORLDWIDE | ||||||||
| 1818 PACHECO ST | SAN FRANCISCO | CA | 94116 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |
| OPERATION WARM INC | ||||||||
| 6 DICKINSON DRIVE SUITE 314 | CHADDS FORD | PA | 19317 | NONE | PC | GENERAL CHARITABLE PURPOSES | $30,000 | |
| PARK CITY TOTS | ||||||||
| 1850 SIDEWINDER DR 140 | PARK CITY | UT | 84060 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| PEACE HOUSE INC | ||||||||
| 1960 SINDEWINDER DR | PARK CITY | UT | 84060 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| PEOPLES HEALTH CLINIC | ||||||||
| PO BOX 681558 | PARK CITY | UT | 84068 | NONE | PC | GENERAL CHARITABLE PURPOSES | $15,000 | |
| PLAYWORKS EDUCATION ENERGIZED | ||||||||
| 1214 WILMINGTON AVE 102 | SALT LAKE CITY | UT | 84106 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |
| PREVENT CHILD ABUSE UTAH | ||||||||
| 2955 HARRISON BLVD SUITE 104 | OGDEN | UT | 84403 | NONE | PC | GENERAL CHARITABLE PURPOSES | $15,000 | |
| RACE SWAMI | ||||||||
| 1208 BROWNING AVE | SALT LAKE CITY | UT | 84105 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50,000 | |
| RACING FOR ORPHANS WITH DOWN SYNDROME | ||||||||
| 505 NORTH MATTERHORN DRIVE | ALPINE | UT | 84004 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50,000 | |
| RAPE RECOVERY CENTER | ||||||||
| 2035 S 1300 E | SALT LAKE CITY | UT | 84105 | NONE | PC | GENERAL CHARITABLE PURPOSES | $30,000 | |
| REPERTORY DANCE THEATER | ||||||||
| 138 W BROADWAY | SALT LAKE CITY | UT | 84101 | NONE | PC | GENERAL CHARITABLE PURPOSES | $15,000 | |
| RONALD MCDONALD HOUSE CHARITIES | ||||||||
| 935 E SOUTH TEMPLE | SALT LAKE CITY | UT | 84102 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50,000 | |
| SALT CONTEMPORARY DANCE | ||||||||
| 712 S 100 W | LEHI | UT | 84043 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | |
| SALT LAKE CITY BICYCLE COLLECTIVE | ||||||||
| PO BOX 1028 | SALT LAKE CITY | UT | 84110 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50,000 | |
| SALT LAKE CITY MISSION | ||||||||
| PO BOX 142 | SALT LAKE CITY | UT | 84110 | NONE | PC | GENERAL CHARITABLE PURPOSES | $80,000 | |
| SALT LAKE DONATED DENTAL SERVICES | ||||||||
| 1383 S 900 W | SALT LAKE CITY | UT | 84104 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50,000 | |
| SALT LAKE NEIGHBORHOOD HOUSING | ||||||||
| 622 W 500 N | SALT LAKE CITY | UT | 84116 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| SALT LAKE VALLEY HABITAT FOR HUMANITY | ||||||||
| 1276 S 500 W | SALT LAKE CITY | UT | 84101 | NONE | PC | GENERAL CHARITABLE PURPOSES | $40,000 | |
| SALTY CRICKET COMPOSERS COLLECTIVE | ||||||||
| 438 N 100 W | SALT LAKE CITY | UT | 84116 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | |
| SANDY AREA CHAMBER YOUNG ENTREPENEURS | ||||||||
| 35 E 9270 S | SANDY | UT | 84070 | NONE | PC | GENERAL CHARITABLE PURPOSES | $15,000 | |
| SCOTTISH RITE FOUNDATION | ||||||||
| 650 E SOUTH TEMPLE | SALT LAKE CITY | UT | 84102 | NONE | PC | GENERAL CHARITABLE PURPOSES | $39,000 | |
| SENIOR CHARITY CARE FOUNDATION | ||||||||
| PO BOX 744 | KAYSVILLE | UT | 84037 | NONE | PC | GENERAL CHARITABLE PURPOSES | $40,000 | |
| SHARING PLACE INC | ||||||||
| 1695 E 3300 S | SALT LAKE CITY | UT | 84106 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | |
| SILVER REEF FOUNDATION INC | ||||||||
| 1903 WELLS FARGO RD | LEEDS | UT | 84746 | NONE | PC | GENERAL CHARITABLE PURPOSES | $15,250 | |
| SNOWBASIN ADAPTIVE SPORTS EDUCATION | ||||||||
| PO BOX 1193 | EDEN | UT | 84310 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |
| SOUTH VALLEY SANCTUARY | ||||||||
| PO BOX 1028 | WEST JORDAN | UT | 84084 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |
| SOUTHEAST UTAH COMMUNITY DEVELOPMENT CORP | ||||||||
| PO BOX 893 | PRICE | UT | 84501 | NONE | PC | GENERAL CHARITABLE PURPOSES | $32,000 | |
| SOUTHERN SUDAN HUMANITARIAN | ||||||||
| 4908 WAIMEA WAY | HOLLADAY | UT | 84107 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |
| SOUTHERN UTAH UNIVERSITY | ||||||||
| 13 S 300 W | CEDAR CITY | UT | 84720 | NONE | PC | GENERAL CHARITABLE PURPOSES | $175,000 | |
| SOUTHERN VIRGINIA UNIVERSITY | ||||||||
| ONE UNIVERSITY HILL DR | BUENA VISTA | VA | 24416 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50,000 | |
| ST ANNE'S CENTER | ||||||||
| 137 W BINFORD | OGDEN | UT | 84401 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |
| SUCCESS IN EDUCATION FOUNDATION | ||||||||
| 405 S MAIN STREET 1200 | SALT LAKE CITY | UT | 84111 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| SUDDEN ARRYTHMIA DEATH SYNDROME | ||||||||
| 508 E SOUTH TEMPLE 202 | SALT LAKE CITY | UT | 84102 | NONE | PC | GENERAL CHARITABLE PURPOSES | $15,000 | |
| TEMPLE SHUTTLE INC | ||||||||
| 11006 VEIRS MILL ROAD SUITE L15-231 | WHEATON | MD | 20902 | NONE | PC | GENERAL CHARITABLE PURPOSES | -$5,265 | |
| THE ADOPTION EXCHANGE | ||||||||
| 7414 S STATE ST | MIDVALE | UT | 84047 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50,000 | |
| THE CHURCH OF JESUS CHRIST OF LATER DAY SAINTS | ||||||||
| 50 E SOUTH TEMPLE | SALT LAKE CITY | UT | 84150 | NONE | PC | GENERAL CHARITABLE PURPOSES | $350,000 | |
| THE FAMILY CONNECTION CENTER | ||||||||
| 1360 E 1450 S | CLEARFIELD | UT | 84015 | NONE | PC | GENERAL CHARITABLE PURPOSES | $32,000 | |
| THE FOUNDATION FOR FAMILY LIFE OF UTAH | ||||||||
| 1878 W 12600 S 230 | RIVERTON | UT | 84065 | NONE | PC | GENERAL CHARITABLE PURPOSES | $30,000 | |
| THE GOOD SAMARITAN FOUNDATION | ||||||||
| 6925 UNION PARK CENTER 500 | MIDVALE | UT | 84047 | NONE | PF | GENERAL CHARITABLE PURPOSES | $40,000 | |
| THE GREEN URBAN LUNCH BOX | ||||||||
| 2026 S 500 E | SALT LAKE CITY | UT | 84105 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |
| THE INN BETWEEN | ||||||||
| 340 S GOSHEN ST | SALT LAKE CITY | UT | 84104 | NONE | PC | GENERAL CHARITABLE PURPOSES | $65,705 | |
| THE INTERPRETER FOUNDATION | ||||||||
| 152 WESTVIEW DR | OREM | UT | 84058 | NONE | PC | GENERAL CHARITABLE PURPOSES | $70,000 | |
| THE OPPORTUNITY FOUNDATION OF AMERICA | ||||||||
| 7166 VILLANDRIE LANE | SALT LAKE CITY | UT | 84121 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |
| THE ORCHESTRA OF SOUTHERN UTAH | ||||||||
| PO BOX 312 | CEDAR CITY | UT | 84721 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | |
| THE PARK CITY FOUNDATION | ||||||||
| PO BOX 681499 | PARK CITY | UT | 84068 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |
| THE RACHEL COVEY FOUNDATION | ||||||||
| PO BOX 1399 | AMERICAN FORK | UT | 84003 | NONE | PC | GENERAL CHARITABLE PURPOSES | $290,000 | |
| THE ROAD HOME | ||||||||
| 210 S RIO GRANDE | SALT LAKE CITY | UT | 84101 | NONE | PC | GENERAL CHARITABLE PURPOSES | $400,000 | |
| THE SALVATION ARMY | ||||||||
| 438 S 900 W | SALT LAKE CITY | UT | 84104 | NONE | PC | GENERAL CHARITABLE PURPOSES | $55,000 | |
| THE UTAH 1033 FOUNDATION | ||||||||
| PO BOX 4522 | PARK CITY | UT | 84060 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| THE WORK ACTIVITY CENTER | ||||||||
| 1275 W 2320 S | WEST VALLEY CITY | UT | 84119 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| THERAPY ANIMALS OF UTAH | ||||||||
| 2459 W 300 N | PROVO | UT | 84601 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | |
| TIMPANOGOS LEGAL CENTER | ||||||||
| 3301 N UNIVERSITY AVENUE | PROVO | UT | 84604 | NONE | PC | GENERAL CHARITABLE PURPOSES | $45,000 | |
| TUACAHN CENTER FOR THE ARTS | ||||||||
| 1100 N TUACAHN DRIVE | IVINS | UT | 84738 | NONE | PC | GENERAL CHARITABLE PURPOSES | $300,000 | |
| U CAN LEARN | ||||||||
| 6375 S HIGHLAND DRIVE 202 | SALT LAKE CITY | UT | 84121 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |
| UNIFIED POLICE DEPARTMENT | ||||||||
| 3365 S 900 W | SALT LAKE CITY | UT | 84119 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |
| UNITED WAY OF CENTRAL AND SOUTHERN UTAH | ||||||||
| 1048 N 100 W | PROVO | UT | 84603 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |
| UNIVERSITY OF UTAH | ||||||||
| 1395 E PRESIDENTS CIRCLE | SALT LAKE CITY | UT | 84112 | NONE | PC | GENERAL CHARITABLE PURPOSES | $1,425,877 | |
| UTAH BICYCLE COALITION | ||||||||
| 1420 EDISON STREET | SALT LAKE CITY | UT | 84115 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |
| UTAH CHAMBER ARTISTS | ||||||||
| 11640 S LITTLER ROAD | SANDY | UT | 84092 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | |
| UTAH COUNCIL OF THE BLIND | ||||||||
| 1301 W 500 S | WOODS CROSS | UT | 84087 | NONE | PC | GENERAL CHARITABLE PURPOSES | $30,000 | |
| UTAH CULTURAL CELEBRATION | ||||||||
| 1355 W 3100 S | WEST VALLEY CITY | UT | 84119 | NONE | PC | GENERAL CHARITABLE PURPOSES | $6,000 | |
| UTAH FOOD BANK | ||||||||
| 3150 S 900 W | SALT LAKE CITY | UT | 84119 | NONE | PC | GENERAL CHARITABLE PURPOSES | $450,000 | |
| UTAH FOUNDATION | ||||||||
| 150 S STATE ST 444 | SALT LAKE CITY | UT | 84111 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| UTAH HEALTH AND HUMAN RIGHTS PROJECT | ||||||||
| 225 S 200 E SUITE 250 | SALT LAKE CITY | UT | 84111 | NONE | PC | GENERAL CHARITABLE PURPOSES | $30,000 | |
| UTAH PARTNERS FOR HEALTH | ||||||||
| 3665 S 8400 W | MAGNA | UT | 84044 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| UTAH POLICE CIVILIAN ASSOCIATION INC | ||||||||
| 230 W 200 S 2608 | SALT LAKE CITY | UT | 84101 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| UTAH STATE OFFICE OF EDUCATION | ||||||||
| PO BOX 144200 | SALT LAKE CITY | UT | 84114 | NONE | PC | GENERAL CHARITABLE PURPOSES | $65,000 | |
| UTAH STATE UNIVERSITY | ||||||||
| 4015 OLD MAIN HILL | LOGAN | UT | 84322 | NONE | PC | GENERAL CHARITABLE PURPOSES | $780,000 | |
| UTAH SYMPHONY AND OPERA | ||||||||
| 123 W SOUTH TEMPLE | SALT LAKE CITY | UT | 84101 | NONE | PC | GENERAL CHARITABLE PURPOSES | $350,000 | |
| UTAH VALLEY FAMILY SUPPORT CENTER | ||||||||
| 1255 N 1200 W | OREM | UT | 84057 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50,000 | |
| UTAH VALLEY HEALTHCARE FOUNDATION | ||||||||
| 36 S STATE ST | SALT LAKE CITY | UT | 84111 | NONE | PC | GENERAL CHARITABLE PURPOSES | $3,000,000 | |
| UTAH YOUTH VILLAGE | ||||||||
| 5800 S HIGHLAND DRIVE | HOLLADAY | UT | 84121 | NONE | PC | GENERAL CHARITABLE PURPOSES | $775,000 | |
| VALLEY MENTAL HEALTH | ||||||||
| 5965 S 900 E SUITE 420 | SALT LAKE CITY | UT | 84121 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50,000 | |
| VISUAL ART INSTITUTE | ||||||||
| 2901 S HIGHLAND DR | SALT LAKE CITY | UT | 84101 | NONE | PC | GENERAL CHARITABLE PURPOSES | $18,510 | |
| VOLUNTEERS OF AMERICA | ||||||||
| 435 BEARCAT DRIVE | SALT LAKE CITY | UT | 84115 | NONE | PC | GENERAL CHARITABLE PURPOSES | $70,000 | |
| WARRIOR RISING | ||||||||
| 11614 S ANNA EMILY DR | SOUTH JORDAN | UT | 84095 | NONE | PC | GENERAL CHARITABLE PURPOSES | $15,000 | |
| WASATCH ADAPTIVE SPORTS | ||||||||
| 9385 S SNOWBIRD CENTER DRIVE | SNOWBIRD | UT | 84092 | NONE | PC | GENERAL CHARITABLE PURPOSES | $30,000 | |
| WASATCH COMMUNITY GARDENS | ||||||||
| 824 S 400 W B127 | SALT LAKE CITY | UT | 84101 | NONE | PC | GENERAL CHARITABLE PURPOSES | $30,000 | |
| WASATCH FORENSIC NURSES | ||||||||
| 1565 E 3300 S | SALT LAKE CITY | UT | 84101 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | |
| WASATCH HOMELESS HEALTH CARE INC | ||||||||
| 409 S 400 W | SALT LAKE CITY | UT | 84101 | NONE | PC | GENERAL CHARITABLE PURPOSES | $75,000 | |
| WESTMINSTER COLLEGE | ||||||||
| 1840 S 1300 E | SALT LAKE CITY | UT | 84105 | NONE | PC | GENERAL CHARITABLE PURPOSES | $100,000 | |
| WOMEN OF THE WORLD | ||||||||
| 3347 S MAIN ST | SALT LAKE CITY | UT | 84115 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |
| WOW UTAH INC | ||||||||
| 14268 LONG RIDGE DRIVE | HERRIMAN | UT | 84096 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |
| YMCA OF NORTHERN UTAH | ||||||||
| 3048 W 1800 N | CLINTON | UT | 84015 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |
| YOUTH FUTURES | ||||||||
| 2760 ADAMS AVE | OGDEN | UT | 84403 | NONE | PC | GENERAL CHARITABLE PURPOSES | $85,000 | |
| YOUTH WINTERSPORTS ALLIANCE | ||||||||
| PO BOX 681698 | PARK CITY | UT | 84068 | NONE | PC | GENERAL CHARITABLE PURPOSES | $6,000 | |
| YOUTHLINC | ||||||||
| 1140 EAST BRICKYARD ROAD 76 | SALT LAKE CITY | UT | 84106 | NONE | PC | GENERAL CHARITABLE PURPOSES | $15,000 | |
| ZAMBIA'S SCHOLARSHIP FUND | ||||||||
| 6035 N 4500 W | BEAR RIVER CITY | UT | 84301 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |
| AGAPE COMMUNITY CENTER | ||||||||
| 844 E 100 S | PAYSON | UT | 84651 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |
| ALBANIAN FAITH IN EVERY FOOTSTEP | ||||||||
| 222 S MAIN STREET SUITE 2200 | SALT LAKE CITY | UT | 84101 | NONE | PC | GENERAL CHARITABLE PURPOSES | $15,000 | |
| ALF ENGEN SKI MUSEUM FOUNDATION | ||||||||
| 3419 OLYMPIC PARKWAY | PARK CITY | UT | 84098 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50,000 | |
| AMERICAN CENTER FOR LAW AND JUSTICE INC | ||||||||
| 1333 REGENT UNIVERSITY DR SUITE 101 | VIRGINIA BEACH | VA | 23464 | NONE | PC | GENERAL CHARITABLE PURPOSES | $100,000 | |
| ASSISTANCE LEAGUE OF SOUTHERN UTAH | ||||||||
| PO BOX 910728 | ST GEORGE | UT | 84791 | NONE | PC | GENERAL CHARITABLE PURPOSES | $2,500 | |
| BWILD | ||||||||
| 26 S RIO GRANDE ST | SALT LAKE CITY | UT | 84101 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | |
| CANCER WELLNESS HOUSE INC | ||||||||
| 59 S 1100 E | SALT LAKE CITY | UT | 84102 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | |
| CENTER FOR WOMEN AND CHILDREN IN CRISIS | ||||||||
| 1433 E 840 N | OREM | UT | 84097 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |
| CHILDREN'S THEATRE AND SCHOOL OF ARTS | ||||||||
| 3605 S STATE ST | SOUTH SALT LAKE | UT | 84115 | NONE | PC | GENERAL CHARITABLE PURPOSES | $7,500 | |
| CIRCLE THE WAGONS | ||||||||
| 2255 E SUNNYSIDE AVE | SALT LAKE CITY | UT | 84158 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | |
| CITIZENS AGAINST PHYSICAL & SEXUAL ABUSE | ||||||||
| 308 W 1000 N | LOGAN | UT | 84321 | NONE | PC | GENERAL CHARITABLE PURPOSES | $125,000 | |
| CITY OF NAUVOO | ||||||||
| 60 N BLUFF STREET | NAUVOO | IL | 62354 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |
| COMMUNITY ACTION SERVICES | ||||||||
| 815 S FREEDOM BLVD 100 | PROVO | UT | 84601 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| CONSERVATIVE PARTNERSHIP INSTITUTE INC | ||||||||
| 611 PENNSYLVANIA AVE SE 407 | WASHINGTON | DC | 20007 | NONE | PC | GENERAL CHARITABLE PURPOSES | $75,000 | |
| COTTAGES OF HOPE INC | ||||||||
| 2724 WASHINGTON BLVD | OGDEN | UT | 84401 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |
| CRAFT LAKE CITY | ||||||||
| 351 PIERPONT AVE 4B | SALT LAKE CITY | UT | 84101 | NONE | PC | GENERAL CHARITABLE PURPOSES | $7,000 | |
| CURESEARCH FOR CHILDREN'S CANCER | ||||||||
| 4600 EAST-WEST HIGHWAY 600 | BETHESDA | MD | 20814 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |
| DAVIS EDUCATION FOUNDATION | ||||||||
| 45 E STATE ST | FARMINGTON | UT | 84024 | NONE | PC | GENERAL CHARITABLE PURPOSES | $36,100 | |
| DAVIS SCHOOL DISTRICT | ||||||||
| 45 E STATE ST | FARMINGTON | UT | 84024 | NONE | PC | GENERAL CHARITABLE PURPOSES | $500 | |
| DEVELOPMENTAL RECREATIONAL ART WORKSHOPS | ||||||||
| 752 6TH AVE | SALT LAKE CITY | UT | 84103 | NONE | PC | GENERAL CHARITABLE PURPOSES | $800 | |
| ECCLES COMMUNITY ART CENTER | ||||||||
| 2580 JEFFERSON AVE | OGDEN | UT | 84401 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| EMERGENCY USA | ||||||||
| 31 W 34TH ST 8138 | NEW YORK CITY | NY | 10001 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50,000 | |
| EMPOWER MALI | ||||||||
| 10412 N OAK CIRCLE | HIGHLAND | UT | 84003 | NONE | PC | GENERAL CHARITABLE PURPOSES | $22,500 | |
| END VIOLENCE AGAINST WOMEN | ||||||||
| 145 S MAIN ST | COLVILLE | WA | 99114 | NONE | PC | GENERAL CHARITABLE PURPOSES | $15,000 | |
| FAMILY PROMISE OF OGDEN | ||||||||
| 127 24TH STREET 2 | OGDEN | UT | 84401 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | |
| FAMILY SUPPORT CENTER | ||||||||
| 1760 WEST 4805 SOUTH | TAYLORSVILLE | UT | 84129 | NONE | PC | GENERAL CHARITABLE PURPOSES | $45,000 | |
| FATHERS AND FAMILIES COALITION OF UTAH | ||||||||
| 5492 WEST CHANTRY ROAD | WEST VALLEY CITY | UT | 84120 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |
| FIRST AMENDMENT PARTNERSHIP | ||||||||
| 1730 MAIN STREET NW 909 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |
| FOREVER YOUNG FOUNDATION | ||||||||
| 1424 S STAPLEY DR | MESA | AZ | 84058 | NONE | PC | GENERAL CHARITABLE PURPOSES | $35,000 | |
| FRIENDS OF SWITCHPOINT INC | ||||||||
| 948 N 1300 W | ST GEORGE | UT | 84770 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |
| FRIENDS OF THE CHILDREN | ||||||||
| 44 NE MORRIS STREET | PORTLAND | OR | 97212 | NONE | PC | GENERAL CHARITABLE PURPOSES | $75,000 | |
| FRIENDS OF TRACY AVIARY | ||||||||
| 589 EAST 1300 SOUTH | SALT LAKE CITY | UT | 84105 | NONE | PC | GENERAL CHARITABLE PURPOSES | $7,500 | |
| GIRL SCOUTS OF UTAH | ||||||||
| 445 EAST 4500 SOUTH | SALT LAKE CITY | UT | 84107 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| GIRLS ON THE RUN SALT LAKE CITY INC | ||||||||
| 1625 FOOTHILL DR | SALT LAKE CITY | UT | 84108 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| GRADUATE THEOLOGICAL UNION | ||||||||
| 2400 RIDGE ROAD | BERKELEY | CA | 94709 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| GRAND COUNTY SCHOOL DISTRICT | ||||||||
| 264 SOUTH 400 EAST | MOAB | UT | 84532 | NONE | PC | GENERAL CHARITABLE PURPOSES | $11,600 | |
| GUADALUPE CENTER EDUCATIONAL PROGRAMS | ||||||||
| 1385 N 1200 W | SALT LAKE CITY | UT | 84116 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| HAITI HEALTH INITIATIVE | ||||||||
| 44 E 1430 N | OREM | UT | 84057 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |
| HALE CENTER THEATRE | ||||||||
| 9900 SOUTH MONROE ST | SANDY | UT | 84070 | NONE | PC | GENERAL CHARITABLE PURPOSES | $30,000 | |
| HEARTS KNIT TOGETHER | ||||||||
| 4124 LIBERTY CREEK DR | SOUTH JORDAN | UT | 84009 | NONE | PC | GENERAL CHARITABLE PURPOSES | $70,000 | |
| IMPACT MENTAL HEALTH (POLIZZI) | ||||||||
| 515 E 4500 S STE G220 | SALT LAKE CITY | UT | 84107 | NONE | PC | GENERAL CHARITABLE PURPOSES | $40,000 | |
| INTERNET SAFETY KIDS | ||||||||
| 2824 E SNOW MOUNTAIN DR | SANDY | UT | 84110 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| INTREPID FALLEN HEROES FUND | ||||||||
| ONE INTREPID SQUARE W 46TH STREET | NEW YORK | NY | 10036 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | 12TH AVE |
| IRON COUNTY CARE AND SHARE | ||||||||
| 222 WEST 900 NORTH | CEDAR CITY | UT | 84721 | NONE | PC | GENERAL CHARITABLE PURPOSES | $45,000 | |
| JUMP THE MOON FOUNDATION | ||||||||
| 553 N MAIN | LOGAN | UT | 84321 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |
| JUNIOR LEAGUE OF SALT LAKE CITY INC | ||||||||
| 526 E 300 S | SALT LAKE CITY | UT | 84121 | NONE | PC | GENERAL CHARITABLE PURPOSES | $30,000 | |
| KIDNECTED WORLD | ||||||||
| 115 SOCIAL HALL AVE | SALT LAKE CITY | UT | 84111 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |
| LIBERTAS INSTITUTE | ||||||||
| 785 E 200 S 2 | LEHI | UT | 84043 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50,000 | |
| MOBILE SURGERY INTERNATIONAL INC | ||||||||
| 3803 LITTLE COTTONWOOD LANE | SANDY | UT | 84092 | NONE | PC | GENERAL CHARITABLE PURPOSES | $300,000 | |
| MONROE LIONS CLUB | ||||||||
| 10 NORTH MAIN | MONROE | UT | 84754 | NONE | PC | GENERAL CHARITABLE PURPOSES | $60,000 | |
| MORMON ARTS CENTER INC | ||||||||
| 456 RIVERSIDE DRIVE 10A | NEW YORK | NY | 10027 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| MOUNT HYRUM ACADEMY | ||||||||
| 11100 S REDWOOD ROAD | SOUTH JORDAN | UT | 84095 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |
| MOUNTAINLANDS COMMUNITY HEALTH CENTER INC | ||||||||
| 589 S STATE STREET | PROVO | UT | 84606 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50,000 | |
| MOUNTAINLANDS COMMUNITY HOUSING ASSOCIATION | ||||||||
| 1960 SIDEWINDER DRIVE SUITE 107 | PARK CITY | UT | 84060 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| MULLY CHILDRENS FAMILY USA INC | ||||||||
| 3000 OLD ALABAMA ROAD 119-302 | ALPHARETTA | GA | 30022 | NONE | PC | GENERAL CHARITABLE PURPOSES | $550,000 | |
| MUNDI PROJECT | ||||||||
| PO BOX 520696 | SALT LAKE CITY | UT | 84152 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| MUSANA JEWELRY | ||||||||
| 5060 S 100 W SUITE 1 | PROVO | UT | 84601 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| NATIONAL KIDNEY FOUNDATION INC | ||||||||
| 3707 NORTH CANYON ROAD SUITE 1D | PROVO | UT | 84601 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |
| NATURE CONSERVANCY IN UTAH | ||||||||
| 559 EAST SOUTH TEMPLE | SALT LAKE CITY | UT | 84102 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |
| NEW HOPE CRISIS CENTER OF BOX ELDER COUNTY | ||||||||
| 435 EAST 700 SOUTH | BRIGHAM CITY | UT | 84302 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| NEW YELLOWSTONE | ||||||||
| 222 EAST MAIN STREET SUITE 301 | BOZEMAN | MT | 59715 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50,000 | |
| NOW I CAN FOUNDATION | ||||||||
| 1675 N FREEDOM BLVD | PROVO | UT | 84604 | NONE | PC | GENERAL CHARITABLE PURPOSES | $16,000 | |
| ODYSSEY DANCE THEATRE | ||||||||
| 11452 S CRANBERRY HILL CT | DRAPER | UT | 84020 | NONE | PC | GENERAL CHARITABLE PURPOSES | $1,500 | |
| ODYSSEY HOUSE INC UTAH | ||||||||
| 344 E 100 S SUITE 301 | SALT LAKE CITY | UT | 84111 | NONE | PC | GENERAL CHARITABLE PURPOSES | $35,000 | |
| ORRIN G HATCH FOUNDATION | ||||||||
| 411 E SOUTH TEMPLE | SALT LAKE CITY | UT | 84111 | NONE | PC | GENERAL CHARITABLE PURPOSES | $562,500 | |
| OUELESSEBOUGOU ALLIANCE | ||||||||
| 10 W 100 S 605 | SALT LAKE CITY | UT | 84101 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| OVERLAND ONE FOUNDATION | ||||||||
| 6441 WILLOW CREEK ROAD | MOUNTAIN GREEN | UT | 84050 | NONE | PC | GENERAL CHARITABLE PURPOSES | $80,000 | |
| PAWS ASSISTING VETERANS | ||||||||
| PO BOX 871 | CORNELIUS | OR | 97113 | NONE | PC | GENERAL CHARITABLE PURPOSES | $21,000 | |
| PHILAHARMONIC SOCIETY OF ORANGE COUNTY | ||||||||
| 2082 BUSINESS CENTER DR SUITE 100 | IRVINE | CA | 92612 | NONE | PC | GENERAL CHARITABLE PURPOSES | $30,000 | |
| PHYSICIANS FOR PEACE | ||||||||
| 520 W 21ST G2103 | NORFOLK | VA | 23517 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |
| PINK ELEMENTARY | ||||||||
| 3650 OVERHILL DR | FRISCO | TX | 75034 | NONE | PC | GENERAL CHARITABLE PURPOSES | $167,000 | |
| RISE AND REBUILD FOUNDATION | ||||||||
| 3008 FALLENTINE ROAD | SANDY | UT | 84093 | NONE | PC | GENERAL CHARITABLE PURPOSES | $75,000 | |
| SA LIFELINE FOUNDATION | ||||||||
| 2940 W MAPLE LOOP DRIVE L02 | LEHI | UT | 84043 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| SALT LAKE ARTS ACADEMY | ||||||||
| 844 SOUTH 200 EAST | SALT LAKE CITY | UT | 84111 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| SEAGER MEMORIAL CLINIC | ||||||||
| 2775 WALL AVE BASEMENT | OGDEN | UT | 84401 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | |
| SKYWARD SYMPHONY | ||||||||
| 467 W 1875 S APT C203 | BOUNTIFUL | UT | 84010 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | |
| SOUTH SANPETE SCHOOL DISTRICT | ||||||||
| 10 NORTH MAIN | MONROE | UT | 84754 | NONE | PC | GENERAL CHARITABLE PURPOSES | $3,080 | |
| SPECIAL OLYMPICS UTAH INC | ||||||||
| 1400 S FOOTHILL DR 238 | SALT LAKE CITY | UT | 84108 | NONE | PC | GENERAL CHARITABLE PURPOSES | $15,000 | |
| ST GEORGE CHILDREN'S MUSEUM | ||||||||
| 86 S MAIN STREET | ST GEORGE | UT | 84770 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| ST GEORGE MUSIC THEATER COMPANY | ||||||||
| 212 N MAIN STREET | ST GEORGE | UT | 84770 | NONE | PC | GENERAL CHARITABLE PURPOSES | $33,000 | |
| STONE OF HOPE YOUTH | ||||||||
| 3354 S LOS ALTOS | SALT LAKE CITY | UT | 84109 | NONE | PC | GENERAL CHARITABLE PURPOSES | $13,800 | |
| TEXAS PUBLIC POLICY FOUNDATION | ||||||||
| 901 CONGRESS AVE | AUSTIN | TX | 78701 | NONE | PC | GENERAL CHARITABLE PURPOSES | $100,000 | |
| THE FAMILY HISTORY GUIDE ASSOCIATION | ||||||||
| 2474 WOODCHUCK WAY | SANDY | UT | 84093 | NONE | PC | GENERAL CHARITABLE PURPOSES | $15,000 | |
| THE FOUNDATION FOR INDIGENOUS EDUCATION | ||||||||
| 3112 DARTAGNAN DRIVE | POCATELLO | ID | 83204 | NONE | PF | GENERAL CHARITABLE PURPOSES | $20,000 | |
| THE JORDAN RIVER FOUNDATION | ||||||||
| 872 SOUTH WOODRUFF WAY | SALT LAKE CITY | UT | 84108 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| THE LIAHONA CHILDREN'S FOUNDATION | ||||||||
| 305 E 1230 N | SPRINGVILLE | UT | 84663 | NONE | PC | GENERAL CHARITABLE PURPOSES | $75,000 | |
| THE LITERACY PROJECT FOUNDATION | ||||||||
| 124 TUSTIN AVENUE SUITE 103 | NEWPORT BEACH | CA | 92663 | NONE | PC | GENERAL CHARITABLE PURPOSES | $8,275 | |
| THE MAGIC YARN PROJECT | ||||||||
| 9242 N EMERALD LAKE COVE | CEDAR HILLS | UT | 84062 | NONE | PC | GENERAL CHARITABLE PURPOSES | $7,500 | |
| THE SANDY CLUB A SAFE PLACE | ||||||||
| 450 E 8680 S | SANDY | UT | 84070 | NONE | PC | GENERAL CHARITABLE PURPOSES | $26,000 | |
| THE UTAH ANTI-BULLYING COALITION | ||||||||
| 35 EAST 9270 SOUTH | SANDY | UT | 84070 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |
| THE UTAH HEMOPHILIA FOUNDATION | ||||||||
| 772 E 3300 S SUITE 210 | SALT LAKE CITY | UT | 84106 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| THE WASHINGTON JEFFERSON & MADISON INSTITUTE | ||||||||
| 811 ETHAN ROAD | LANTANA | TX | 76226 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |
| THEIR STORY IS OUR STORY | ||||||||
| PO BOX 970771 | OREM | UT | 84097 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |
| TREKKING FOR KIDS | ||||||||
| PO BOX 2074 | OREM | UT | 84059 | NONE | PC | GENERAL CHARITABLE PURPOSES | $8,500 | |
| UNITED STATES ASSOCIATION OF BLIND ATHLETES | ||||||||
| 1 OLYMPIC PLAZA | COLORADO SPRINGS | CO | 80909 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | |
| UNITED WAY OF NORTHERN UTAH | ||||||||
| 2955 HARRISON BLVD SUITE 201 | OGDEN | UT | 84403 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | |
| UNSHACKLED | ||||||||
| PO BOX 651572 | SALT LAKE CITY | UT | 84165 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| UTAH ATHLETIC FOUNDATION | ||||||||
| 3419 OLYMPIC PARKWAY | PARK CITY | UT | 84098 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |
| UTAH CHILDREN | ||||||||
| 747 E SOUTH TEMPLE STE 100 | SALT LAKE CITY | UT | 84102 | NONE | PC | GENERAL CHARITABLE PURPOSES | $15,000 | |
| UTAH COALITION AGAINST PORNOGRAPHY | ||||||||
| PO BOX 2573 | SALT LAKE CITY | UT | 84110 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |
| UTAH FESTIVAL OPERA COMPANY | ||||||||
| 59 SOUTH 100 WEST | LOGAN | UT | 84321 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50,000 | |
| UTAH FOSTER CARE FOUNDATION | ||||||||
| 5296 SOUTH COMMERCE DRIVE 400 | MURRAY | UT | 84107 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |
| UTAH LIONS FOUNDATION | ||||||||
| 2435 S 1520 W | SYRACUSE | UT | 84075 | NONE | PC | GENERAL CHARITABLE PURPOSES | $30,000 | |
| UTAH PIONEER HERITAGE ARTS | ||||||||
| 1258 PITCHFORK ROAD | MURRAY | UT | 84123 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| UTAH THEATRE FESTIVAL CORPORATION | ||||||||
| 1178 S MOUNTAIN VIEW DR | CEDAR CITY | UT | 84720 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| UTAH VALLEY UNIVERSITY | ||||||||
| 800 WEST UNIVERSITY PARKWAY | OREM | UT | 84058 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |
| UTAH YOUTH SYMPHONY ASSOCIATION | ||||||||
| 1292 FEDERAL HEIGHTS DR | SALT LAKE CITY | UT | 84103 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| WALDEN SCHOOL | ||||||||
| 4266 N UNIVERSITY AVE | PROVO | UT | 84604 | NONE | PC | GENERAL CHARITABLE PURPOSES | $77,000 | |
| WASATCH & DISTRICT PIPE BANK | ||||||||
| 120 W CENTER STREET | BOUNTIFUL | UT | 84010 | NONE | PC | GENERAL CHARITABLE PURPOSES | $7,500 | |
| WEBER STATE UNIVERSITY | ||||||||
| 1265 VILLAGE DRIVE | OGDEN | UT | 84408 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |
| WESTERN REPERFUSION | ||||||||
| 2279 NORTH UNIVERSITY PARKWAY 193 | PROVO | UT | 84604 | NONE | PC | GENERAL CHARITABLE PURPOSES | $7,500 | |
| WHEELCHAIR 4 KIDS INC | ||||||||
| 1976 S PINELLAS AVE | TARPON SPRINGS | FL | 34689 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |
| YWCA OF UTAH | ||||||||
| 322 EAST 300 SOUTH | SALT LAKE CITY | UT | 84111 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |
| ZION NATURAL HISTORY ASSOCIATION | ||||||||
| 1 ZION NATIONAL PARK | SPRINGDALE | UT | 84767 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |
| ZULOO HUMANITARIAN OUTREACH | ||||||||
| 5152 NORTH EDGEWOOD DRIVE SUITE 280 | PROVO | UT | 84604 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| THOM AND GAIL WILLIAMSEN FAMILY FOUNDATION | ||||||||
| 6900 S 900 E 230 | MIDVALE | UT | 84047 | NONE | PF | GENERAL CHARITABLE PURPOSES | $300,000 | |
| MORE GOOD FOUNDATION | ||||||||
| 3507 N UNIVERSITY AVE | PROVO | UT | 84604 | NONE | PF | GENERAL CHARITABLE PURPOSES | $150,000 | |
| JOAN AND TIM FENTON FAMILY FOUNDATION | ||||||||
| 6900 S 900 E 230 | MIDVALE | UT | 84047 | NONE | PF | GENERAL CHARITABLE PURPOSES | $443,746 | |
| JOSEPH AND KATHLEEN SORENSON LEGACY FOUNDATION | ||||||||
| 6440 S WASATCH BLVD 105 | SALT LAKE CITY | UT | 84121 | NONE | PF | GENERAL CHARITABLE PURPOSES | $2,125,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $29,117,936 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,838,786 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $15,410,511 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $26,249,297 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $26,249,297 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING SERVICES | CategoryTxt |
| Amt | $23,021 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $21,151 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (2 entries)
| Short ExplanationShortExplanationTxt |
|---|
| RALPH JOHNSON |
| THE FOUNDATION INDIRECTLY OWNS 12.245% (VIA RE INVESTMENT HOLDINGS DELAWARE, LLC) OF SRP HOLDINGS, LLC. RALPH JOHNSON (A DIRECTOR) OWNS 11.334%, JOE SORENSON (A DIRECTOR) OWNS 3.549% AND MSICO, LLC (MAJORITY OWNED BY DIRECTORS) OWNS 71.122%. THE COMPANY OWNS A PARCEL OF LAND FOR INVESTMENT. |
| JOSEPH SORENSON |
| THE FOUNDATION INDIRECTLY OWNS 12.245% (VIA RE INVESTMENT HOLDINGS DELAWARE, LLC) OF SRP HOLDINGS, LLC. RALPH JOHNSON (A DIRECTOR) OWNS 11.334%, JOE SORENSON (A DIRECTOR) OWNS 3.549% AND MSICO, LLC (MAJORITY OWNED BY DIRECTORS) OWNS 71.122%. THE COMPANY OWNS A PARCEL OF LAND FOR INVESTMENT. |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt |
|---|---|---|---|---|---|---|---|---|---|---|
| JOSEPH AND KATHLEEN SORENSON LEGACY FOUNDATION | ||||||||||
| 6440 S WASATCH BLVD 105 | SALT LAKE CITY | UT | 84121 | 2019-03-12 | $2,125,000 | OPERATING EXPENSES & IMPROVEMENTS TO LAND FOR CHARITABLE USE. | $2,125,000 | NONE | MARCH 12, 2019 | 2020-10-15 |
| THOM AND GAIL WILLIAMSEN FAMILY FOUNDATION | ||||||||||
| 6900 S 900 E 230 | MIDVALE | UT | 84047 | 2019-02-21 | $300,000 | OPERATING EXPENSES AND CHARITABLE GRANTS. | $300,000 | NONE | FEBRUARY 21, 2019 | 2020-10-15 |
| JOAN AND TIM FENTON FAMILY FOUNDATION | ||||||||||
| 6900 S 900 E 230 | MIDVALE | UT | 84047 | 2019-03-12 | $443,746 | OPERATING EXPENSES AND CHARITABLE GRANTS. | $443,746 | NONE | MARCH 12, 2019 | 2020-04-01 |
| THE GOOD SAMARITAN FOUNDATION (COLUMBUS EDUCATION CENTER) | ||||||||||
| 6925 UNION PARK CENTER 500 | MIDVALE | UT | 84047 | 2019-03-27 | $40,000 | OPERATING EXPENSES. | $40,000 | NONE | MARCH 27, 2019 | 2020-03-20 |
| MORE GOOD FOUNDATION | ||||||||||
| 3507 N UNIVERSITY AVE | PROVO | UT | 84604 | 2019-11-20 | $150,000 | OPERATING EXPENSES. | $150,000 | NONE | NOVEMBER 20, 2019 | 2020-07-31 |
| FOUNDATION FOR INDIGENOUS EDUCATION | ||||||||||
| 3112 DARTAGNAN DRIVE | POCATELLO | ID | 83204 | 2019-08-13 | $20,000 | OPERATING EXPENSES | $20,000 | NONE | PENDING | |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INTEREST RECEIVABLE | $346,169 | $346,169 |
| FL-CR BRECKINRIDGE GOVT/CRED69 | $21,273,601 | $21,273,601 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQ-UM ATLANTA CAP SMID CORE | $11,666,199 | $11,666,199 |
| EQ-UL VANGUARD SP500 ETF | $40,006,749 | $40,006,749 |
| EQ-UL LONDON CO DIVIDEND FOCUS | $23,325,008 | $23,325,008 |
| EQ-UL EAGLE LARGE CAP VALUE | $22,213,449 | $22,213,449 |
| EQ-UM ISHARES US SMID CAP ETFS | $7,424,484 | $7,424,484 |
| EQ-ID JO HAMBRO INTL DEV | $7,942,586 | $7,942,586 |
| EQ-ID VANGUARD INTL DEV ETF | $10,976,732 | $10,976,732 |
| EQ-IE MATTHEWS PACIFIC TIGER | $6,287,223 | $6,287,223 |
| EQ-IE ISHARES CORE MSCI EM EFT | $11,671,427 | $11,671,427 |
| EQ-IE OPPENHEIMER EMERG/DEVELOP | $6,015,196 | $6,015,196 |
| FL-CR DOUBLE LINE TOTAL RETURN | $10,396,222 | $10,396,222 |
| RA-CM PIMCO COMM REALRETURN | $13,195,363 | $13,195,363 |
| FL-GB TEMPLETON GLOBAL BOND | $16,690,141 | $16,690,141 |
| EQ-UL LOOMIS SAYLES LC GROWTH | $18,834,877 | $18,834,877 |
| EQ-ID FIRST EAGLE GLOBAL FUND | $5,137,468 | $5,137,468 |
| EQ-US MERRIMACK PHARMACEUTICALS | $3,003,940 | $3,003,940 |
| EQ-ID GQG INT'L EQUITY | $10,912,830 | $10,912,830 |
| EQ-PACIFIC RIDGE CAPITAL | $3,950,900 | $3,950,900 |
| OTHER RECEIVABLES | $81,568,198 | $81,568,198 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $31,874,583 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $31,874,583 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENT REAL ESTATE SUBS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $97,744,764 | BookValueAmt |
| EOYFMV | $113,079,940 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL SERVICES | CategoryTxt |
| Legal Fees | $193,594 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $242,988 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ENDOWMENT DISTRIBUTION | Desc |
| Amt | $69,638,579 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MEALS & ENTERTAINMENT | $4,577 | $1,794 | $2,783 |
| INSURANCE | $30,388 | $0 | $33,479 |
| POSTAGE | $1,072 | $0 | $1,072 |
| DATA PROCESSING | $9,260 | $0 | $9,260 |
| DUES & SUBSCRIPTIONS | $420 | $0 | $420 |
| SUPPLIES | $3,459 | $0 | $3,459 |
| MISCELLANEOUS | $692 | $150 | $542 |
| INVESTMENT EXPENSES FROM PS | $0 | $481,248 | $0 |
| CHARITABLE DONATION FROM ROSECREST INC K-1 | $0 | $0 | $209,937 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|
| CZECH II SENIOR LOAN TRUST | $2,428 |
| CZECZECH III SENIOR LOAN TRUST | $87,383 |
| REDH | $2,625 |
| BLACKSTONE ALT SOLUTION | $46,709 |
| REIHDE RENTAL | $8,010 |
| LS REAL ESTATE IV | $2,803 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED APPRECIATION | Desc |
| Amt | $38,750,174 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT SERVICES | $1,242,791 | $1,242,791 | $0 |
| OTHER PROFESSIONAL FEES | $340,824 | $3,462 | $338,771 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN WITHHOLDING TAX | $15,113 | $25,890 | $0 |
| UBIT & EXCISE TAX ON INVESTMENT INCOME | $89,887 | $0 | $0 |