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SORENSON LEGACY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
SORENSON LEGACY FOUNDATION (EIN 45-3240491)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-08
IRS object ID
201933129349100628
Schema version
2018v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-11-08T11:36:26-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN450250958PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1EIDE BAILLY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15 TRIAD CENTER STE 600AddressLine1Txt
CitySALT LAKE CITYCityNm
State AbbreviationUTStateAbbreviationCd
ZIP841801106ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN453240491EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SORENSON LEGACY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSOREBusinessNameControlTxt
Phone8014619700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16900 SOUTH 900 EAST NO 230AddressLine1Txt
CityMIDVALECityNm
State AbbreviationUTStateAbbreviationCd
ZIP84047ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHARLES ANDERSONPersonNm
Person TitleTREASURERPersonTitleTxt
Phone8014619700PhoneNum
Signature2019-11-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL R CRIDDLE CPAPreparerPersonNm
PTINP00355202PTIN
Phone8015322200PhoneNum
Preparation2019-11-04PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address216.147.181.46IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-07IPDt
IP Tm11:24:29IPTm
IP TimezoneMSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id8E9FD351C3F39E06995CF6752FA921D73866D5C9AtSubmissionCreationDeviceId
At Submission Filing Device IdB67B40BB2030C5267D454013AF246309A2744854AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$519,671,518FMVAssetsEOYAmt
Method Of Accounting OtherYes (X)MethodOfAccountingOtherInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$11,109,723DividendsRevAndExpnssAmt
Dividends Net Invst Incm$9,974,116DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$29,515,528NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$29,517,180GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$29,114,810CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$354,311OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$40,625,251TotalRevAndExpnssAmt
Total Net Invst Incm$39,443,237TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$616,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$195,500CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$347,000CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$216,363LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$160,389LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$21,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$21,500AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$1,743,868OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,421,499OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$344,442OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$202,662InterestRevAndExpnssAmt
Interest Net Invst Incm$18,053InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$35,249TaxesRevAndExpnssAmt
Taxes Net Invst Incm$34,194TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Printing And Pub Rev And Expnss$4,716PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$4,716PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$46,817OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$421,569OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$45,262OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,887,175TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,090,815TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$923,309TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$30,296,369ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$30,296,369ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$33,183,544TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,090,815TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$31,219,678TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$7,441,707ExcessRevenueOverExpensesAmt
Net Investment Income$37,352,422NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$148,413CashBOYAmt
Cash EOY$168,363CashEOYAmt
Cash EOYFMV$168,363CashEOYFMVAmt
Sav And Temp Cash Invst BOY$7,743,131SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$13,132,646SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$13,132,646SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$268,194AcctRcvblAmt
Acct Rcvbl EOY$268,194AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$268,194AcctRcvblEOYFMVAmt
Rcvbl From Officers BOY$7,511,116RcvblFromOfficersBOYAmt
Rcvbl From Officers EOY$5,095,683RcvblFromOfficersEOYAmt
Rcvbl From Officers EOYFMV$5,095,683RcvblFromOfficersEOYFMVAmt
Prepaid Expenses BOY$20,024PrepaidExpensesBOYAmt
Prepaid Expenses EOY$19,278PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$19,278PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$20,964,349USGovernmentObligationsBOYAmt
US Government Obligations EOY$29,454,843USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$29,454,843USGovtObligationsEOYFMVAmt
Corporate Stock BOY$369,162,007CorporateStockBOYAmt
Corporate Stock EOY$317,783,208CorporateStockEOYAmt
Corporate Stock EOYFMV$317,783,208CorporateStockEOYFMVAmt
Corporate Bonds BOY$28,610,184CorporateBondsBOYAmt
Corporate Bonds EOY$19,329,203CorporateBondsEOYAmt
Corporate Bonds EOYFMV$19,329,203CorporateBondsEOYFMVAmt
Other Investments BOY$131,483,850OtherInvestmentsBOYAmt
Other Investments EOY$126,233,850OtherInvestmentsEOYAmt
Other Investments EOYFMV$134,420,100OtherInvestmentsEOYFMVAmt
Total Assets BOY$565,643,074TotalAssetsBOYAmt
Total Assets EOY$511,485,268TotalAssetsEOYAmt
Total Assets EOYFMV$519,671,518TotalAssetsEOYFMVAmt
Accounts Payable BOY$139,844AccountsPayableBOYAmt
Accounts Payable EOY$88,526AccountsPayableEOYAmt
Mortgages And Notes Payable BOY$7,532,484MortgagesAndNotesPayableBOYAmt
Mortgages And Notes Payable EOY$5,132,289MortgagesAndNotesPayableEOYAmt
Total Liabilities BOY$7,672,328TotalLiabilitiesBOYAmt
Total Liabilities EOY$5,220,815TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$583,698,151AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$524,550,151AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$25,727,405RetainedEarningBOYAmt
Retained Earning EOY-$18,285,698RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$557,970,746TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$506,264,453TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$565,643,074TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$511,485,268TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$557,970,746TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$7,441,707ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$565,412,453SubtotalAmt
Other Decreases$59,148,000OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$506,264,453TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
CAPITAL GAINSP2017-01-012018-12-31$29,515,528$29,515,528$29,515,528
KABOUTERP2018-01-012018-12-31-$123,892-$123,892$123,892
REIHDEP2017-01-012018-12-31-$278,478-$278,478$278,478
LS REAL ESTATE IVP2017-01-012018-12-31$1,652$1,652$1,652
FieldValueIRS element (for citing)
Capital Gain Net Income$29,114,810CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$28,069,486AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$538,765,916NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.052100DistributionYr1Rt
Adjusted Qlfy Distri Yr2$36,007,498AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$583,309,671NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.061730DistributionYr2Rt
Adjusted Qlfy Distri Yr3$33,015,778AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$620,405,209NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.053216DistributionYr3Rt
Adjusted Qlfy Distri Yr4$33,226,530AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$647,202,824NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.051339DistributionYr4Rt
Adjusted Qlfy Distri Yr5$30,701,104AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$634,246,714NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.048406DistributionYr5Rt
Total Distribution0.266791TotalDistributionRt
Average Distribution0.053358AverageDistributionRt
Net Vl Noncharitable Assets$551,423,522NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$29,422,856AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$373,524NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$29,796,380AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$31,219,678QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$373,524InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$373,524SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$373,524TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$656,055EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$656,055TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$282,531OverpaymentAmt
Applied To ES Tax$282,531AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateUTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled EntityYes (1)OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressSORENSONLEGACYFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksTREASURERIndividualWithBooksNm
Phone8014619700PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16900 S 900 E 230AddressLine1Txt
CityMIDVALECityNm
State AbbreviationUTStateAbbreviationCd
ZIP84047ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business HoldingsYes (1)BusinessHoldingsInd
Excess Business Holdings0ExcessBusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As ExcYes (1)TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ANN CROCKER
6900 S 900 E SUITE 230MIDVALEUT84047DIRECTOR4.00$51,500$0$0
GARY CROCKER
6900 S 900 E SUITE 230MIDVALEUT84047DIRECTOR4.00$57,000$0$0
CHRISTINE HARRIS
6900 S 900 E SUITE 230MIDVALEUT84047DIRECTOR3.00$47,000$0$0
DALE HARRIS
6900 S 900 E SUITE 230MIDVALEUT84047DIRECTOR5.00$61,000$0$0
SHAUNA JOHNSON
6900 S 900 E SUITE 230MIDVALEUT84047DIRECTOR5.00$59,000$0$0
RALPH JOHNSON
6900 S 900 E SUITE 230MIDVALEUT84047DIRECTOR6.00$74,000$0$0
CAROL SMITH
6900 S 900 E SUITE 230MIDVALEUT84047DIRECTOR5.00$57,500$0$0
JOSEPH SORENSON
6900 S 900 E SUITE 230MIDVALEUT84047DIRECTOR5.00$63,500$0$0
KATHLEEN SORENSON
6900 S 900 E SUITE 230MIDVALEUT84047DIRECTOR4.00$53,000$0$0
GAIL WILLIAMSEN
6900 S 900 E SUITE 230MIDVALEUT84047DIRECTOR3.00$44,000$0$0
THOM WILLIAMSEN
6900 S 900 E SUITE 230MIDVALEUT84047DIRECTOR3.00$48,500$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
SEPIO CAPITAL LLC
50 CALIFORNIA STREET SUITE 3525SAN FRANCISCOCA94111CONSULTING$779,306
SORENSON DEVELOPMENT INC
6900 S 900 E 230MIDVALEUT84047CONSULTING$385,784
EAGLE CAPITAL MANAGEMENT LLC
499 PARK AVENUE 17TH FLOORNEW YORKNY10022CONSULTING$325,520
HOLLAND & HART
555 17TH STREET SUITE 3200DENVERCO80202LEGAL$126,513
LOOMIS SAYLES & COMPANY
ONE FINANCIAL CENTERBOSTONMA02111CONSULTING$79,897
FieldValueIRS element (for citing)
Contractor Paid Over50k1ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$410,263,132AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$8,118,123AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$141,439,580FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$559,820,835TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$559,820,835AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,397,313CashDeemedCharitableAmt
Net Vl Noncharitable Assets$551,423,522NetVlNoncharitableAssetsAmt
Minimum Investment Return$27,571,176MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$27,571,176MinimumInvestmentReturnAmt
Tax Based On Investment Income$373,524TaxBasedOnInvestmentIncomeAmt
Total Tax$373,524TotalTaxAmt
Distributable Before Adj$27,197,652DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$27,197,652DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$27,197,652DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$31,219,678ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$31,219,678QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$373,524PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$30,846,154AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$27,197,652DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$1,242,325ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$2,491,086ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$7,031,154ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,561,134ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$12,325,699TotalExcessDistributionCyovAmt
Qualifying Distributions$31,219,678QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$27,197,652AppliedToCurrentYearAmt
Remaining Distri From Corpus$4,022,026RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$16,347,725TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$16,347,725ExcessDistriCyovToNextYrAmt
Excess From Year4$1,242,325ExcessFromYear4Amt
Excess From Year3$2,491,086ExcessFromYear3Amt
Excess From Year2$7,031,154ExcessFromYear2Amt
Excess From Year1$1,561,134ExcessFromYear1Amt
Excess From Current Year$4,022,026ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Shareholder ManagerRALPH JOHNSONShareholderManagerNm
Shareholder ManagerJOSEPH SORENSONShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSORENSON LEGACY FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line16900 S 900 E SUITE 230AddressLine1Txt
CityMIDVALECityNm
State AbbreviationUTStateAbbreviationCd
ZIP84047ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8014619700RecipientPhoneNum
Form And Info And MaterialsAPPLICANTS 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 DeadlinesFIRST DAY OF THE MONTH PRIOR TO THE CALENDAR QUARTER.SubmissionDeadlinesTxt
Restrictions On AwardsAPPLICATIONS MUST COMPLY WITH THE FOUNDATION'S POLICIES AND PROCEDURES.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (308 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ABILITY FOUNDATION
5236 GREENPINE DRIVESALT LAKE CITYUT84123NONEPCGENERAL CHARITABLE PURPOSES$15,000
AFRICA HELP LINE SOCIETY INC
8916 S 4420 WWEST JORDANUT84088NONEPCGENERAL CHARITABLE PURPOSES$21,000
ALLIANCE HOUSE
1724 S MAIN STSALT LAKE CITYUT84115NONEPCGENERAL CHARITABLE PURPOSES$40,000
ALPINE SCHOOL DISTRICT
575 N 100 EAMERICAN FORKUT84003NONEPCGENERAL CHARITABLE PURPOSES$15,000
AMAR INTERNATIONAL
1616 H STREET NW SUITE 105WASHINGTONDC20006NONEPCGENERAL CHARITABLE PURPOSES$15,000
AMERICAN CANCER SOCIETY
941 E 3300 SSALT LAKE CITYUT84106NONEPCGENERAL CHARITABLE PURPOSES$25,000
AMERICAN FESTIVAL CHORUS & ORCHESTRA
4060 OLD MAIN HILLLOGANUT84322NONEPCGENERAL CHARITABLE PURPOSES$37,500
AMERICAN HEART ASSOCIATION
465 S 400 E SUITE 110SALT LAKE CITYUT84111NONEPCGENERAL CHARITABLE PURPOSES$15,000
AMERICAN INDIAN SERVICES
1902 NORTH CANYON ROAD SUITE 100PROVOUT84604NONEPCGENERAL CHARITABLE PURPOSES$53,000
AMERICAN RED CROSS
555 E 300 S SUITE 200SALT LAKE CITYUT84102NONEPCGENERAL CHARITABLE PURPOSES$50,000
ANASAZI FOUNDATION
1424 S STAPLEY DRIVEMESAAZ85204NONEPCGENERAL CHARITABLE PURPOSES$25,000
AND JUSTICE FOR ALL
205 N 400 WSALT LAKE CITYUT84103NONEPCGENERAL CHARITABLE PURPOSES$15,000
ANTI-BULLYING COALITION
9350 S 150 E 580SANDYUT84070NONEPCGENERAL CHARITABLE PURPOSES$20,000
APPLIED TECHNOLOGY FOUNDATION
508 E SOUTH TEMPLE A45SALT LAKE CITYUT84102NONEPCGENERAL CHARITABLE PURPOSES$10,000
ART ACCESS
230 S 500 W 125SALT LAKE CITYUT84101NONEPCGENERAL CHARITABLE PURPOSES$15,000
ARTHRITIS FOUNDATION
4424 S 700 E SUITE 180SALT LAKE CITYUT84107NONEPCGENERAL CHARITABLE PURPOSES$10,000
ARTISTIC RESOURCES FOR TEACHERS & STUDENTS
4001 S 700 ESALT LAKE CITYUT84107NONEPCGENERAL CHARITABLE PURPOSES$10,000
ARTS-KIDS
PO BOX 980365PARK CITYUT84098NONEPCGENERAL CHARITABLE PURPOSES$24,000
ASIAN ASSOCIATION OF UTAH
1588 S MAJOR STREETSALT LAKE CITYUT84115NONEPCGENERAL CHARITABLE PURPOSES$55,000
ASSISTANCE LEAGUE OF SALT LAKE
PO BOX 9353SALT LAKE CITYUT84109NONEPCGENERAL CHARITABLE PURPOSES$15,000
BALLET WEST
50 W 200 S STE B129SALT LAKE CITYUT84101NONEPCGENERAL CHARITABLE PURPOSES$50,000
BIG BROTHERS-BIG SISTERS OF UTAH
151 E 5600 S SUITE 200MURRAYUT84107NONEPCGENERAL CHARITABLE PURPOSES$15,000
BOX ELDER COMMUNITY PANTRY
PO BOX 22BRIGHAM CITYUT84302NONEPCGENERAL CHARITABLE PURPOSES$25,000
BOYS AND GIRLS CLUB OF NORTHERN UTAH
641 E 200 N 2BRIGHAM CITYUT84302NONEPCGENERAL CHARITABLE PURPOSES$18,000
BOYS AND GIRLS CLUBS OF GREATER SALT LAKE
PO BOX 57071MURRAYUT84157NONEPCGENERAL CHARITABLE PURPOSES$70,000
BRENT AND CHERI ANDRUS CHARITABLE TRUST
15 SANDSTONE COVEPARK CITYUT84060NONEPFGENERAL CHARITABLE PURPOSES$180,000
BRIDGERLAND COMMUNITY ICE ARENA (ECCLES ICE)
2825 N 200 ELOGANUT84341NONEPCGENERAL CHARITABLE PURPOSES$9,500
BRIGHAM YOUNG UNIVERSITY
B-72PROVOUT84604NONEPCGENERAL CHARITABLE PURPOSES$632,500
BRIGHAM YOUNG UNIVERSITY - HAWAII
52-220 KULANUI STREETLAIEHI96762NONEPCGENERAL CHARITABLE PURPOSES$1,000,000
BUILDING YOUTH AROUND THE WORLD
198 E 4500 SMURRAYUT84107NONEPCGENERAL CHARITABLE PURPOSES$10,000
CACHE VALLEY COWBOY RENDEZVOUS
60 W CANYON ROADPARADISEUT84328NONEPCGENERAL CHARITABLE PURPOSES$15,000
CANARY GARDEN
43 N 100 EAMERICAN FORKUT84003NONEPCGENERAL CHARITABLE PURPOSES$10,000
CANYON CREEK WOMEN'S CRISIS CENTER
95 N MAIN STREET 22CEDAR CITYUT84720NONEPCGENERAL CHARITABLE PURPOSES$32,500
CAUSE FOR HOPE FOUNDATION INC
10421 S JORDAN GATEWAY 600SOUTH JORDANUT84095NONEPCGENERAL CHARITABLE PURPOSES$100,000
CHABAD LUBAVITCH OF UTAH
1760 S 1100 ESALT LAKE CITYUT84105NONEPCGENERAL CHARITABLE PURPOSES$18,600
CHILD AND FAMILY SUPPORT CENTER
380 W 400 NLOGANUT84341NONEPCGENERAL CHARITABLE PURPOSES$25,000
CHILDREN'S CENTER
350 S 400 ESALT LAKE CITYUT84111NONEPCGENERAL CHARITABLE PURPOSES$50,000
CHILDREN'S SERVICE SOCIETY OF UTAH
124 S 400 E 400SALT LAKE CITYUT84111NONEPCGENERAL CHARITABLE PURPOSES$100,000
CHORAL ARTS SOCIETY OF UTAH
PO BOX 2623SALT LAKE CITYUT84110NONEPCGENERAL CHARITABLE PURPOSES$15,000
CHRISTMAS BOX INTERNATIONAL
3660 S WEST TEMPLESALT LAKE CITYUT84115NONEPCGENERAL CHARITABLE PURPOSES$25,000
THE CHURCH OF JESUS CHRIST OF LATER DAY SAINTS
50 E SOUTH TEMPLESALT LAKE CITYUT84150NONEPCGENERAL CHARITABLE PURPOSES$450,000
COMMUNITY DEVELOPMENT CORPORATION
501 E 1700 SSALT LAKE CITYUT84105NONEPCGENERAL CHARITABLE PURPOSES$40,000
COMMUNITY NURSING SERVICES
2830 S REDWOOD ROADWEST VALLEY CITYUT84119NONEPCGENERAL CHARITABLE PURPOSES$50,000
CROSSROADS URBAN CENTER
347 S 400 ESALT LAKE CITYUT84111NONEPCGENERAL CHARITABLE PURPOSES$25,000
DALE B HULL FOUNDATION FOR NEUROLOGICAL REHAB (NEUROWORX)
10376 S JORDAN GATEWAYSOUTH JORDANUT84095NONEPCGENERAL CHARITABLE PURPOSES$550,000
DAVIS PERFORMING ARTS ASSOCIATION
525 N 400 WCENTERVILLEUT84014NONEPCGENERAL CHARITABLE PURPOSES$5,000
DISCOVERY GATEWAY CHILDREN'S MUSEUM
444 W 100 SSALT LAKE CITYUT84101NONEPCGENERAL CHARITABLE PURPOSES$10,000
DOCTORS WITHOUT BORDERS
333 7TH AVENUE 2ND FLOORNEW YORKNY21741NONEPCGENERAL CHARITABLE PURPOSES$120,000
EDIFICATION THROUGH MEDIA FOUNDATION
370 E 1250 NOREMUT84057NONEPCGENERAL CHARITABLE PURPOSES$10,000
ELIZABETH ACADEMY
1916 LAKEWOOD DRIVESALT LAKE CITYUT84117NONEPCGENERAL CHARITABLE PURPOSES$4,040,620
ENGLISH LANGUAGE CENTER OF CACHE CO
1544 N 200 WLOGANUT84341NONEPCGENERAL CHARITABLE PURPOSES$20,000
ENGLISH SKILLS LEARNING CENTER
4444 S 700 E SUITE 100SALT LAKE CITYUT84103NONEPCGENERAL CHARITABLE PURPOSES$35,000
ENTRAIDE US INC
852 E NORTHCLIFFE DRIVESALT LAKE CITYUT84103NONEPCGENERAL CHARITABLE PURPOSES$65,000
EPICENTER
PO BOX 444GREEN RIVERUT84525NONEPCGENERAL CHARITABLE PURPOSES$45,000
EXCELLENCE IN THE COMMUNITY
10073 STONE WALL COURTSANDYUT84092NONEPCGENERAL CHARITABLE PURPOSES$35,000
FAMILY COUNSELING CENTER
3518 WASHINGTON BLVDOGDENUT84403NONEPCGENERAL CHARITABLE PURPOSES$25,000
FAMILY PROMISE
71 SUMMIT AVENUESUMMITNJ07901NONEPCGENERAL CHARITABLE PURPOSES$5,000
FAMILY SUPPORT CENTER OF SW UTAH
751 S 300 ECEDAR CITYUT84720NONEPCGENERAL CHARITABLE PURPOSES$20,000
FAMILY SUPPORT CENTER OF WASHINGTON COUNTY
310 W 200 NST GEORGEUT84770NONEPCGENERAL CHARITABLE PURPOSES$8,000
FIRST STEP HOUSE INC
411 GRANT STREETSALT LAKE CITYUT84116NONEPCGENERAL CHARITABLE PURPOSES$30,000
FIT TO RECOVER INC
789 W 1390 SSALT LAKE CITYUT84104NONEPCGENERAL CHARITABLE PURPOSES$20,000
FOUR CORNERS SCHOOL OF OUTDOOR EDUCATION
PO BOX 1029MONTICELLOUT84535NONEPCGENERAL CHARITABLE PURPOSES$35,000
FREE WHEELCHAIR MISSION
15279 ALTON PARKWAY 300IRVINECA92618NONEPCGENERAL CHARITABLE PURPOSES$38,943
FREEDOMWORKS FOUNDATION
400 N CAPITOL STREET NW SUITE 765WASHINGTONDC20001NONEPCGENERAL CHARITABLE PURPOSES$5,997
FRIENDS FOR SIGHT
661 S 200 ESALT LAKE CITYUT84111NONEPCGENERAL CHARITABLE PURPOSES$10,000
FRIENDS OF ARCHES AND CANYONLANDS PARKS
2282 S WEST RESOURCE BLVDMOABUT84534NONEPCGENERAL CHARITABLE PURPOSES$7,500
FRIENDS OF THE COALITION
299 E 900 SPROVOUT84606NONEPCGENERAL CHARITABLE PURPOSES$125,000
FRIENDS OF THE GREEN RIVER
PO BOX 191GREEN RIVERUT84525NONEPCGENERAL CHARITABLE PURPOSES$30,000
GOLDEN SPIKE TREATMENT RANCH INC
1537 W SAXON CIRCLESPRINGVILLEUT84663NONEPCGENERAL CHARITABLE PURPOSES$20,000
GRACEHOUSE CHILDREN'S PROJECT
765 S SKYLAKE DRIVEWOODLAND HILLSUT84653NONEPCGENERAL CHARITABLE PURPOSES$25,000
GRANITE EDUCATION FOUNDATION
2500 S STATE STREETSALT LAKE CITYUT84115NONEPCGENERAL CHARITABLE PURPOSES$15,000
GREEN RIVER CHEER ASSOCIATION
PO BOX 295GREEN RIVERUT84525NONEPCGENERAL CHARITABLE PURPOSES$30,000
HABITAT FOR HUMANITY OF CASTLE COUNTRY
PO BOX 724PRICEUT84501NONEPCGENERAL CHARITABLE PURPOSES$42,000
HABITAT FOR HUMANITY OF WEBER AND DAVIS COUNTY
2955 HARRISON BLVD SUITE 202OGDENUT84403NONEPCGENERAL CHARITABLE PURPOSES$45,000
HABITAT OF HUMANITY OF SOUTHWEST UTAH
835 S BLUFF STREETST GEORGEUT84770NONEPCGENERAL CHARITABLE PURPOSES$45,000
HANDS OF MAN INC
10067 N WILLOW CTCEDAR HILLSUT84062NONEPCGENERAL CHARITABLE PURPOSES$70,000
HAPPY FACTORY INC
896 N 2175 CIRCLECEDAR CITYUT84721NONEPCGENERAL CHARITABLE PURPOSES$5,000
HEALING THE CHILDREN
4142 W 105TH WAYWESTMINSTERCO80031NONEPCGENERAL CHARITABLE PURPOSES$20,000
HEART & SOUL
PO BOX 526142SALT LAKE CITYUT84152NONEPCGENERAL CHARITABLE PURPOSES$20,000
HELPING HAND ASSOCIATION INC
974 E SOUTH TEMPLESALT LAKE CITYUT84102NONEPCGENERAL CHARITABLE PURPOSES$10,000
HERITAGE FOUNDATION
214 MASSACHUSETTS AVE NEWASHINGTONDC20003NONEPCGENERAL CHARITABLE PURPOSES$100,000
HOLDING OUT HELP
748 E PIONEER ROADDRAPERUT84020NONEPCGENERAL CHARITABLE PURPOSES$23,000
HOLE ON THE ROCK FOUNDATION
1345 MEADOWLARK ROADOREMUT84097NONEPCGENERAL CHARITABLE PURPOSES$100,000
INDEPENDENT FEATURE PROJECT INC
561 N 700 WPROVOUT84601NONEPCGENERAL CHARITABLE PURPOSES$15,000
INDIGENOUS INTERNATIONAL
153 E 600 NPROVOUT84606NONEPCGENERAL CHARITABLE PURPOSES$7,500
INTERCOLLEGIATE STUDIES INSTITUTE
3901 CENTERVILLE ROADWILMINGTONDE19807NONEPCGENERAL CHARITABLE PURPOSES$30,000
INTERMOUNTAIN SPECIALIZED ABUSE TREATMENT
1555 W 2200 S SUITE AWEST VALLEY CITYUT84119NONEPCGENERAL CHARITABLE PURPOSES$20,000
INTERMOUNTAIN THERAPY ANIMALS
4050 S 2700 ESALT LAKE CITYUT84124NONEPCGENERAL CHARITABLE PURPOSES$10,000
INTERNATIONAL RESCUE COMMITTEE INC
PO BOX 3988SALT LAKE CITYUT84110NONEPCGENERAL CHARITABLE PURPOSES$30,000
JEWISH FAMILY SERVICE
1111 E BRICKYARD ROAD 218SALT LAKE CITYUT84106NONEPCGENERAL CHARITABLE PURPOSES$25,000
JKS FAMILY FOUNDATION
6440 S WASATCH BLVD 105SALT LAKE CITYUT84121NONEPFGENERAL CHARITABLE PURPOSES$2,000,000
JUNIOR ACHIEVEMENT OF UTAH
515 E 100 S SUITE 200SALT LAKE CITYUT84102NONEPCGENERAL CHARITABLE PURPOSES$10,000
KIDS ON THE MOVE INC
475 W 260 NOREMUT84057NONEPCGENERAL CHARITABLE PURPOSES$120,000
KONY CHARITIES
619 S BLUFF TOWER 1 SUITE 300ST GEORGEUT84770NONEPCGENERAL CHARITABLE PURPOSES$10,000
KOSTOPULOS DREAM FOUNDATION
2500 EMIGRATION CANYONSALT LAKE CITYUT84108NONEPCGENERAL CHARITABLE PURPOSES$70,000
LEGACY FILMS FOUNDATION
180 W 1950 SBOUNTIFULUT84010NONEPFGENERAL CHARITABLE PURPOSES$55,000
LEGACY MUSIC ALLIANCE INC
252 E 300 SSALT LAKE CITYUT84111NONEPCGENERAL CHARITABLE PURPOSES$22,500
LITTLE LAMBS FOUNDATION FOR KIDS
1125 W 400 N 200LOGANUT84321NONEPCGENERAL CHARITABLE PURPOSES$5,000
MALIHEH FREE CLINIC
415 E 3900 SSOUTH SALT LAKEUT84107NONEPCGENERAL CHARITABLE PURPOSES$100,000
MANNERS GOLDEN RULE FOUNDATION
444 E 200 SSALT LAKE CITYUT84111NONEPCGENERAL CHARITABLE PURPOSES$12,500
MOAB VALLEY MULTICULTURAL CENTER
156 N 100 WMOABUT84532NONEPCGENERAL CHARITABLE PURPOSES$10,000
MORNING STAR PROJECTS
125 E 600 NPROVOUT84606NONEPCGENERAL CHARITABLE PURPOSES$20,000
MOUNTAINLANDS COMMUNITY HOUSING TRUST
1960 SIDEWINDER DRIVE SUITE 107PARK CITYUT84060NONEPCGENERAL CHARITABLE PURPOSES$10,000
MY STORY MATTERS
991 N 600 ESPRINGVILLEUT84663NONEPCGENERAL CHARITABLE PURPOSES$15,000
NATIONAL ABILITY CENTER
1000 ABILITY WAYPARK CITYUT84060NONEPCGENERAL CHARITABLE PURPOSES$140,000
NATIONAL ALLIANCE MENTAL ILLNESS UTAH
450 S 900 E SUITE 160SALT LAKE CITYUT84102NONEPCGENERAL CHARITABLE PURPOSES$45,000
NATIONAL CENTER ON SHAKEN BABY SYNDROME
1433 N 1075 SUITE 110FARMINGTONUT84025NONEPCGENERAL CHARITABLE PURPOSES$10,000
NATIONAL INVESTORS HALL OF FAME
3701 HIGHLAND PARK NWNORTH CANTONOH44720NONEPCGENERAL CHARITABLE PURPOSES$11,000
NATIONAL MULTIPLE SCLEROSIS SOCIETY
6364 S HIGHLAND DRIVE SUITE 101SALT LAKE CITYUT84121NONEPCGENERAL CHARITABLE PURPOSES$20,000
NATIONAL ORGANIZATION FOR MARRIAGE
2029 K STREET NW 300WASHINGTONDC20006NONEPCGENERAL CHARITABLE PURPOSES$275,000
NEEDS BEYOND MEDICINE
PO BOX 521618SALT LAKE CITYUT84152NONEPCGENERAL CHARITABLE PURPOSES$15,000
NEIGHBORHOOD HOUSE ASSOCIATION
1050 W 500 SSALT LAKE CITYUT84104NONEPCGENERAL CHARITABLE PURPOSES$760,000
NEIGHBORHOOD HOUSING SERVICES
39 W 300 NPROVOUT84601NONEPCGENERAL CHARITABLE PURPOSES$30,000
ONE WISH WORLD
2025 E ASHTON CIRCLESALT LAKE CITYUT84109NONEPCGENERAL CHARITABLE PURPOSES$20,000
OPERATION SMILE
PO BOX 581108SALT LAKE CITYUT84158NONEPCGENERAL CHARITABLE PURPOSES$150,000
OPERATION UNDERGROUND RAILROAD INC
700 N VALLEY STREET SUITE BANAHEIMCA92801NONEPCGENERAL CHARITABLE PURPOSES$30,000
OPERATION WARM INC
6 DICKINSON DRIVE SUITE 314CHADDS FORDPA19317NONEPCGENERAL CHARITABLE PURPOSES$15,000
OUELESSBOUGOU ALLIANCE
10 W 100 S 605SALT LAKE CITYUT84101NONEPCGENERAL CHARITABLE PURPOSES$15,000
OUR JOURNEY
1640 W 13200 SRIVERTONUT84065NONEPCGENERAL CHARITABLE PURPOSES$10,000
PEOPLE HELPING PEOPLE
205 N 400 WSALT LAKE CITYUT84103NONEPCGENERAL CHARITABLE PURPOSES$22,500
PEOPLES HEALTH CLINIC
PO BOX 681558PARK CITYUT84068NONEPCGENERAL CHARITABLE PURPOSES$12,500
PLAYWORKS EDUCATION ENERGIZED
1214 WILMINGTON AVE 102SALT LAKE CITYUT84106NONEPCGENERAL CHARITABLE PURPOSES$80,000
POLIZZI FOUNDATION
1208 E 3300 SSALT LAKE CITYUT84106NONEPCGENERAL CHARITABLE PURPOSES$30,000
PREVENT CHILD ABUSE UTAH
2955 HARRISON BLVD SUITE 104OGDENUT84403NONEPCGENERAL CHARITABLE PURPOSES$65,000
RACE SWAMI
1208 BROWNING AVESALT LAKE CITYUT84105NONEPCGENERAL CHARITABLE PURPOSES$50,000
RACING FOR ORPHANS WITH DOWN SYNDROME
505 NORTH MATTERHORN DRIVEALPINEUT84004NONEPCGENERAL CHARITABLE PURPOSES$75,000
RAPE RECOVERY CENTER
2035 S 1300 ESALT LAKE CITYUT84105NONEPCGENERAL CHARITABLE PURPOSES$25,000
REACH 10
534 E 550 NSPRINGVILLEUT84663NONEPCGENERAL CHARITABLE PURPOSES$7,000
ROCKY MOUNTAIN INNOCENCE CENTER
358 S 700 E B235SALT LAKE CITYUT84102NONEPCGENERAL CHARITABLE PURPOSES$15,000
RONALD MCDONALD HOUSE CHARITIES
935 E SOUTH TEMPLESALT LAKE CITYUT84102NONEPCGENERAL CHARITABLE PURPOSES$225,000
SALT LAKE CITY MISSION
PO BOX 142SALT LAKE CITYUT84110NONEPCGENERAL CHARITABLE PURPOSES$100,000
SALT LAKE DONATED DENTAL SERVICES
1383 S 900 WSALT LAKE CITYUT84104NONEPCGENERAL CHARITABLE PURPOSES$50,000
SALT LAKE NEIGHBORHOOD HOUSING
622 W 500 NSALT LAKE CITYUT84116NONEPCGENERAL CHARITABLE PURPOSES$10,000
SAMARITANS PURSE
PO BOX 3000BOONENC28607NONEPCGENERAL CHARITABLE PURPOSES$75,000
SCHOOL OF LIFE FOUNDATION
81 N 1100 WST GEORGEUT84770NONEPCGENERAL CHARITABLE PURPOSES$20,000
SCOTTISH RITE FOUNDATION
650 E SOUTH TEMPLESALT LAKE CITYUT84102NONEPCGENERAL CHARITABLE PURPOSES$21,740
SENIOR CHARITY CARE FOUNDATION
PO BOX 744KAYSVILLEUT84037NONEPCGENERAL CHARITABLE PURPOSES$40,000
SHARING PLACE INC
1695 E 3300 SSALT LAKE CITYUT84106NONEPCGENERAL CHARITABLE PURPOSES$13,000
SNOWBASIN ADAPTIVE SPORTS EDUCATION
PO BOX 1193EDENUT84310NONEPCGENERAL CHARITABLE PURPOSES$20,000
SOUTH VALLEY SANCTUARY
PO BOX 1028WEST JORDANUT84084NONEPCGENERAL CHARITABLE PURPOSES$90,000
SOUTHEAST UTAH COMMUNITY
PO BOX 893PRICEUT84501NONEPCGENERAL CHARITABLE PURPOSES$25,000
SOUTHERN SUDAN HUMANITARIAN
4908 WAIMEA WAYHOLLADAYUT84107NONEPCGENERAL CHARITABLE PURPOSES$25,000
SOUTHERN UTAH UNIVERSITY
13 S 300 WCEDAR CITYUT84720NONEPCGENERAL CHARITABLE PURPOSES$430,000
ST ANNE'S CENTER
137 W BINFORDOGDENUT84401NONEPCGENERAL CHARITABLE PURPOSES$10,000
SUCCESS IN EDUCATION FOUNDATION
405 S MAIN STREET 1200SALT LAKE CITYUT84111NONEPCGENERAL CHARITABLE PURPOSES$12,500
SUDDEN ARRYTHMIA DEATH SYNDROME
508 E SOUTH TEMPLE 202SALT LAKE CITYUT84102NONEPCGENERAL CHARITABLE PURPOSES$13,500
TEMPLE SHUTTLE INC
11006 VEIRS MILL ROAD SUITE L15-231WHEATONMD20902NONEPCGENERAL CHARITABLE PURPOSES$15,000
THANKSGIVING POINT INSTITUTE
3003 N THANKSGIVING WAYLEHIUT84043NONEPCGENERAL CHARITABLE PURPOSES$400,000
THE FAMILY CONNECTION CENTER
1360 E 1450 SCLEARFIELDUT84015NONEPCGENERAL CHARITABLE PURPOSES$28,000
THE FOUNDATION FOR FAMILY LIFE OF UTAH
1878 W 12600 S 230RIVERTONUT84065NONEPCGENERAL CHARITABLE PURPOSES$25,000
THE GREEN URBAN LUNCH BOX
2026 S 500 ESALT LAKE CITYUT84105NONEPCGENERAL CHARITABLE PURPOSES$15,000
THE INN BETWEEN
340 S GOSHEN STSALT LAKE CITYUT84104NONEPCGENERAL CHARITABLE PURPOSES$275,000
THE ORCHESTRA OF SOUTHERN UTAH
PO BOX 312CEDAR CITYUT84721NONEPCGENERAL CHARITABLE PURPOSES$5,000
THE RACHEL COVEY FOUNDATION
PO BOX 1399AMERICAN FORKUT84003NONEPCGENERAL CHARITABLE PURPOSES$500,000
THE ROAD HOME
210 S RIO GRANDESALT LAKE CITYUT84101NONEPCGENERAL CHARITABLE PURPOSES$450,000
THE SALVATION ARMY
438 S 900 WSALT LAKE CITYUT84104NONEPCGENERAL CHARITABLE PURPOSES$45,000
THE ZAHRA CHARITY
PO BOX 1594SALT LAKE CITYUT84110NONEPCGENERAL CHARITABLE PURPOSES$250,000
THRIVE GULU INC
121 GARFIELD STREETWATERTOWNMA02472NONEPCGENERAL CHARITABLE PURPOSES$175,000
TIMPANOGOS LEGAL CENTER
3301 N UNIVERSITY AVENUEPROVOUT84604NONEPCGENERAL CHARITABLE PURPOSES$50,000
TIMPANOGOS STORYTELLING INSTITUTE
5107 N EDGEWOOD DRIVEPROVOUT84604NONEPFGENERAL CHARITABLE PURPOSES$7,500
TUACAHN CENTER FOR THE ARTS
1100 N TUACAHN DRIVEIVINSUT84738NONEPCGENERAL CHARITABLE PURPOSES$75,000
U CAN LEARN
6375 S HIGHLAND DRIVE 202SALT LAKE CITYUT84121NONEPCGENERAL CHARITABLE PURPOSES$15,000
UNIFIED POLICE DEPARTMENT
3365 S 900 WSALT LAKE CITYUT84119NONEPCGENERAL CHARITABLE PURPOSES$10,000
UNITED WAY OF CENTRAL AND SOUTHERN UTAH
1048 N 100 WPROVOUT84603NONEPCGENERAL CHARITABLE PURPOSES$15,000
UNIVERSITY OF UTAH
1395 E PRESIDENTS CIRCLESALT LAKE CITYUT84112NONEPCGENERAL CHARITABLE PURPOSES$4,655,880
UTAH BICYCLE COALITION
1420 EDISON STREETSALT LAKE CITYUT84115NONEPCGENERAL CHARITABLE PURPOSES$20,000
UTAH CHAMBER ARTISTS
11640 S LITTLER ROADSANDYUT84092NONEPCGENERAL CHARITABLE PURPOSES$25,000
UTAH COUNCIL OF THE BLIND
1301 W 500 SWOODS CROSSUT84087NONEPCGENERAL CHARITABLE PURPOSES$25,000
UTAH FOOD BANK
3150 S 900 WSALT LAKE CITYUT84119NONEPCGENERAL CHARITABLE PURPOSES$473,333
UTAH HEALTH AND HUMAN RIGHTS PROJECT
225 S 200 E SUITE 250SALT LAKE CITYUT84111NONEPCGENERAL CHARITABLE PURPOSES$35,000
UTAH INFERTILITY RESOURCE CENTER
1565 E 3300 SSALT LAKE CITYUT84106NONEPCGENERAL CHARITABLE PURPOSES$35,000
UTAH PARTNERS FOR HEALTH
3665 S 8400 WMAGNAUT84044NONEPCGENERAL CHARITABLE PURPOSES$10,000
UTAH POLICE CIVILIAN ASSOCIATION INC
230 W 200 S 2608SALT LAKE CITYUT84101NONEPCGENERAL CHARITABLE PURPOSES$10,000
UTAH SCIENCE TEACHER ASSOCIATION
N-143 EYRING SCIENCE CENTERPROVOUT84602NONEPCGENERAL CHARITABLE PURPOSES$30,000
UTAH STATE OFFICE OF EDUCATION
PO BOX 144200SALT LAKE CITYUT84114NONEPCGENERAL CHARITABLE PURPOSES$95,000
UTAH STATE UNIVERSITY
4015 OLD MAIN HILLLOGANUT84322NONEPCGENERAL CHARITABLE PURPOSES$758,784
UTAH SYMPHONY AND OPERA
123 W SOUTH TEMPLESALT LAKE CITYUT84101NONEPCGENERAL CHARITABLE PURPOSES$250,000
UTAH YOUTH VILLAGE
5800 S HIGHLAND DRIVEHOLLADAYUT84121NONEPCGENERAL CHARITABLE PURPOSES$280,000
VALLEY MENTAL HEALTH
5965 S 900 E SUITE 420SALT LAKE CITYUT84121NONEPCGENERAL CHARITABLE PURPOSES$25,000
VOLUNTEERS OF AMERICA
435 BEARCAT DRIVESALT LAKE CITYUT84115NONEPCGENERAL CHARITABLE PURPOSES$50,000
WASATCH ADAPTIVE SPORTS
9385 S SNOWBIRD CENTER DRIVESNOWBIRDUT84092NONEPCGENERAL CHARITABLE PURPOSES$20,000
WASATCH COMMUNITY GARDENS
824 S 400 W B127SALT LAKE CITYUT84101NONEPCGENERAL CHARITABLE PURPOSES$30,000
WASATCH HOMELESS HEALTH CARE INC
409 S 400 WSALT LAKE CITYUT84101NONEPCGENERAL CHARITABLE PURPOSES$100,000
WESTMINSTER COLLEGE
1840 S 1300 ESALT LAKE CITYUT84105NONEPCGENERAL CHARITABLE PURPOSES$165,000
WOW UTAH INC
14268 LONG RIDGE DRIVEHERRIMANUT84096NONEPCGENERAL CHARITABLE PURPOSES$25,000
YOUTH FUTURES
2760 ADAMS AVEOGDENUT84403NONEPCGENERAL CHARITABLE PURPOSES$80,000
YOUTHLINC
1140 EAST BRICKYARD ROAD 76SALT LAKE CITYUT84106NONEPCGENERAL CHARITABLE PURPOSES$12,000
A SOLDIER'S HOME
2305 E LORITA WAYCOTTONWOOD HEIGHTSUT84093NONEPCGENERAL CHARITABLE PURPOSES$7,500
ALLIES WITH FAMILIES
230 W 200 S 142SALT LAKE CITYUT84101NONEPCGENERAL CHARITABLE PURPOSES$25,000
ALZHEIMERS DISEASE & RELATED DISORDERS
1414 E 4500 SSALT LAKE CITYUT84117NONEPCGENERAL CHARITABLE PURPOSES$25,000
ARISTIDES DE SOUSA MENDES FOUNDATION
PO BOX 4065HUNTINGTONNY11743NONEPCGENERAL CHARITABLE PURPOSES$5,000
BAD DOG ARTS
824 S 400 W SUITE B129SALT LAKE CITYUT84101NONEPCGENERAL CHARITABLE PURPOSES$5,000
BATEMAN HORNE CENTER OF EXCELLENCE
24 S 1100 E 205SALT LAKE CITYUT84102NONEPCGENERAL CHARITABLE PURPOSES$50,000
BECKET FUND FOR RELIGIOUS LIBERTY
1200 NEW HAMPSHIRE AVE NWWASHINGTONDC20036NONEPCGENERAL CHARITABLE PURPOSES$220,000
BEST BUDDIES UTAH
1192 E DRAPER PKWY 103DRAPERUT84020NONEPCGENERAL CHARITABLE PURPOSES$10,000
BILL OF RIGHTS INSTITUTE
1310 N COURTHOUSE ROAD 620ARLINGTONVA22201NONEPCGENERAL CHARITABLE PURPOSES$50,000
BOYS AND GIRLS CLUB OF DOUGLAS
327 E CENTER STDOUGLASCO82633NONEPCGENERAL CHARITABLE PURPOSES$5,000
BRIGHAM YOUNG UNIVERSITY - IDAHO
1450 N UNIVERSITY AVEPROVOUT84604NONEPCGENERAL CHARITABLE PURPOSES$500,000
CACHE VALLEY CENTER FOR THE ARTS
43 S MAIN STLOGANUT84321NONEPCGENERAL CHARITABLE PURPOSES$100,000
CALLED2SERVE FOUNDATION
2250 N UNIVERSITY AVEPROVOUT84604NONEPCGENERAL CHARITABLE PURPOSES$50,000
CATHOLIC COMMUNITY SERVICES OF UTAH
745 E 300 SSALT LAKE CITYUT84102NONEPCGENERAL CHARITABLE PURPOSES$20,000
CENTERVILLE - FARMINGTON ROTARY CHARITABLE
PO BOX 986CENTERVILLEUT84014NONEPCGENERAL CHARITABLE PURPOSES$1,500
CHILDREN AND YOUTH SERVICES INC
5500 W BAGLEY PARK RDWEST JORDANUT84081NONEPCGENERAL CHARITABLE PURPOSES$35,000
CITY OF OREM FOUNDATION
58 N STATE STOREMUT84057NONEPCGENERAL CHARITABLE PURPOSES$100,000
COLUMBUS COMMUNITY CENTER
3495 S WEST TEMPLESALT LAKE CITYUT84115NONEPCGENERAL CHARITABLE PURPOSES$75,000
COMMON GROUND OUTDOOR ADVENTURES INC
335 N 100 ELOGANUT84321NONEPCGENERAL CHARITABLE PURPOSES$10,000
COMMUNITY HEALTH CONNECT
591 S STATE STPROVOUT84606NONEPCGENERAL CHARITABLE PURPOSES$15,000
COMMUNITY OPTIONS
2964 W 4700 S 208TAYLORSVILLEUT84129NONEPCGENERAL CHARITABLE PURPOSES$12,500
COMUNIDADES UNIDES
1750 W RESEARCH WAY SUITE 102WEST VALLEY CITYUT84119NONEPCGENERAL CHARITABLE PURPOSES$6,000
DAVIS CITIZENS COALITION AGAINST VIOLENCE
PO BOX 772KAYSVILLEUT84037NONEPCGENERAL CHARITABLE PURPOSES$12,067
EATS PARK CITY
PO BOX 682896PARK CITYUT84067NONEPCGENERAL CHARITABLE PURPOSES$10,000
ENVISION UTAH
254 S 600 E 201SALT LAKE CITYUT84102NONEPCGENERAL CHARITABLE PURPOSES$50,000
EYE CARE FOR KIDS FOUNDATION
6911 S STATEMIDVALEUT84047NONEPCGENERAL CHARITABLE PURPOSES$50,000
FAMILY WATCH INTERNATIONAL
PO BOX 1432GILBERTAZ85299NONEPCGENERAL CHARITABLE PURPOSES$164,000
FRIENDS OF THE GREAT SALT LAKE
PO BOX 2655SALT LAKE CITYUT84110NONEPCGENERAL CHARITABLE PURPOSES$5,000
FRIENDS OF THE MOAB FOLK MUSIC FESTIVAL
PO BOX 1082MOABUT84532NONEPCGENERAL CHARITABLE PURPOSES$10,000
FRIENDS OF WASATCH MENTAL HEALTH
750 N 200 WPROVOUT84601NONEPCGENERAL CHARITABLE PURPOSES$25,000
FUTUREINDESIGN INC
11621 S GRANDVILLE AVESOUTH JORDANUT84009NONEPCGENERAL CHARITABLE PURPOSES$50,000
GREEN AND HEALTH HOMES INITIATIVE
2714 HUDSON STBALTIMOREMD21224NONEPCGENERAL CHARITABLE PURPOSES$65,000
GREENTREE YOGA OF UTAH INC
2961 LOSTWOOD DRSANDYUT84092NONEPCGENERAL CHARITABLE PURPOSES$10,000
GUIDE DOGS FOR THE BLIND INC
350 LOS RANCHITOS RDSAN RAFAELCA94903NONEPCGENERAL CHARITABLE PURPOSES$25,000
HABITAT FOR HUMANITY OF SUMMIT AND WASATCH
PO BOX 682704PARK CITYUT84067NONEPCGENERAL CHARITABLE PURPOSES$8,000
HEALING WARRIORS PROGRAM
1136 E STUART 4202FORT COLLINSCO80525NONEPCGENERAL CHARITABLE PURPOSES$24,395
HEALTH INTEGRATION AND RESILIENCY CENTER
1909 TEXAS STSALT LAKE CITYUT84108NONEPCGENERAL CHARITABLE PURPOSES$30,000
HOLY CROSS MINISTRIES
860 E 4500 S 204SALT LAKE CITYUT84107NONEPCGENERAL CHARITABLE PURPOSES$10,000
HOWARD CENTER
934 N MAIN STROCKFORDIL61103NONEPCGENERAL CHARITABLE PURPOSES$50,000
HUMANE SOCIETY OF UTAH
4242 S 300 WMURRAYUT84107NONEPCGENERAL CHARITABLE PURPOSES$7,500
IHHELPP INC
2553 N 1000 EPROVOUT84604NONEPCGENERAL CHARITABLE PURPOSES$18,000
IMMIGRANT LEGAL SERVICES
4055 S 700 E 200SALT LAKE CITYUT84107NONEPCGENERAL CHARITABLE PURPOSES$20,000
INSTITUTE OF CLASSICAL ARCHETECTURE AND ART
730 PACIFIC AVE SSALT LAKE CITYUT84104NONEPCGENERAL CHARITABLE PURPOSES$5,000
JDRF INTERNATIONAL
132 S 600 E SUITE 100SALT LAKE CITYUT84102NONEPCGENERAL CHARITABLE PURPOSES$600,000
JORDAN EDUCATION FOUNDATION
7387 S CAMPUS VIEW DRWEST JORDANUT84084NONEPCGENERAL CHARITABLE PURPOSES$10,000
JOURNEY OF HOPE
925 S 200 W BSALT LAKE CITYUT84101NONEPCGENERAL CHARITABLE PURPOSES$30,000
LEARNING CENTER FOR FAMILIES
2044 S MESA PALMSST GEORGEUT84770NONEPCGENERAL CHARITABLE PURPOSES$20,000
LIBRARY SQUARE FOUNDATION
209 E 500 SSALT LAKE CITYUT84111NONEPCGENERAL CHARITABLE PURPOSES$80,000
LIVE YOUR DREAM
3651 N 100 EPROVOUT84604NONEPCGENERAL CHARITABLE PURPOSES$10,000
LOGAN COMMUNITY FOUNDATION
PO BOX 6652NORTH LOGANUT84341NONEPCGENERAL CHARITABLE PURPOSES$10,000
LOVELAND LIVING PLANET AQUARIUM
12033 S LONE PEAK PKWYDRAPERUT84020NONEPCGENERAL CHARITABLE PURPOSES$100,000
LYRICAL OPERA THEATER
7903 S PALLADIUM DRWEST JORDANUT84088NONEPCGENERAL CHARITABLE PURPOSES$14,000
MIDVALE COMMUNITY BUILDING COMMUNITY INC
49 W CENTER STMIDVALEUT84047NONEPCGENERAL CHARITABLE PURPOSES$15,000
MOAB FREE HEALTH CLINIC
380 N 500 WMOABUT84532NONEPCGENERAL CHARITABLE PURPOSES$25,000
MOUNTAINLAND APPLIED TECHNOLOGY COLLEGE
2301 W ASHTON BLVDLEHIUT84043NONEPCGENERAL CHARITABLE PURPOSES$555,000
MUSIC THEATRE WEST
PO BOX 3542LOGANUT84323NONEPCGENERAL CHARITABLE PURPOSES$6,000
NOVA CHAMBER MUSIC SERIES
10493 DIMPLE DELL RDSANDYUT84092NONEPCGENERAL CHARITABLE PURPOSES$2,500
NOVA PRINCIPLES FOUNDATION
PO BOX 138LEHIUT84043NONEPCGENERAL CHARITABLE PURPOSES$5,000
OFF BROADWAY THEATRE
PO BOX 2198SALT LAKE CITYUT84110NONEPCGENERAL CHARITABLE PURPOSES$4,000
OGDEN DINOSAUR PARK AND MUSEUM FOUNDATION
1544 PARK BLVDOGDENUT84401NONEPCGENERAL CHARITABLE PURPOSES$14,750
OGDEN SYMPHONY BALLET ASSOCIATION
638 26TH STOGDENUT84401NONEPCGENERAL CHARITABLE PURPOSES$5,000
ON PITCH PERFORMING ARTS INC
587 N MAIN STLAYTONUT84041NONEPCGENERAL CHARITABLE PURPOSES$5,000
ONE HEART WORLDWIDE
1818 PACHECO STSAN FRANCISCOCA94116NONEPCGENERAL CHARITABLE PURPOSES$10,000
PARK CITY TOTS
1850 SIDEWINDER DR 140PARK CITYUT84060NONEPCGENERAL CHARITABLE PURPOSES$10,000
PEACE HOUSE INC
1960 SINDEWINDER DRPARK CITYUT84060NONEPCGENERAL CHARITABLE PURPOSES$10,000
PHOENIX SERVICES CORPORATION
1139 S STATE ST A1CLEARFIELDUT84015NONEPCGENERAL CHARITABLE PURPOSES$30,000
REPERTORY DANCE THEATER
138 W BROADWAYSALT LAKE CITYUT84101NONEPCGENERAL CHARITABLE PURPOSES$15,000
ROOTWORTHY FILMS FOUNDATION
154 E MYRTLE AVE 303MURRAYUT84107NONEPCGENERAL CHARITABLE PURPOSES$10,000
SALT CONTEMPORARY DANCE
712 S 100 WLEHIUT84043NONEPCGENERAL CHARITABLE PURPOSES$12,000
SALT LAKE CHILDRENS CHOIR
2980 S JONETTA DRSALT LAKE CITYUT84109NONEPCGENERAL CHARITABLE PURPOSES$19,000
SALT LAKE CITY BICYCLE COLLECTIVE
PO BOX 1028SALT LAKE CITYUT84110NONEPCGENERAL CHARITABLE PURPOSES$55,000
SALT LAKE VALLEY HABITAT FOR HUMANITY
1276 S 500 WSALT LAKE CITYUT84101NONEPCGENERAL CHARITABLE PURPOSES$30,000
SALTY CRICKET COMPOSERS COLLECTIVE
438 N 100 WSALT LAKE CITYUT84116NONEPCGENERAL CHARITABLE PURPOSES$15,000
SANDY AREA CHAMBER YOUNG ENTREPENEURS
35 E 9270 SSANDYUT84070NONEPCGENERAL CHARITABLE PURPOSES$17,500
SILVER REEF FOUNDATION INC
1903 WELLS FARGO RDLEEDSUT84746NONEPCGENERAL CHARITABLE PURPOSES$12,250
SOJO CHORAL ARTS
5043 ROSEWOOD DRSOUTH JORDANUT84009NONEPCGENERAL CHARITABLE PURPOSES$8,000
SONS OF UTAH PIONEERS
PO BOX 521542SALT LAKE CITYUT84152NONEPCGENERAL CHARITABLE PURPOSES$25,000
SOUTH SUMMIT EDUCATION FOUNDATION
285 E 400 SKAMASUT84036NONEPCGENERAL CHARITABLE PURPOSES$20,000
SOUTHERN VIRGINIA UNIVERSITY
ONE UNIVERSITY HILL DRBUENA VISTAVA24416NONEPCGENERAL CHARITABLE PURPOSES$75,000
SOUTHWEST SYMPHONY ORCHESTRA INC
PO BOX 423ST GEORGEUT84771NONEPCGENERAL CHARITABLE PURPOSES$10,000
SPECIAL HOOP CAMP
16230 NW GIANOLA CTBEAVERTONOR97006NONEPCGENERAL CHARITABLE PURPOSES$75,000
SPRINGVILLE MUSEUM OF ART
126 E 400 SSPRINGVILLEUT84663NONEPCGENERAL CHARITABLE PURPOSES$10,000
SUMMERFEST ARTS FAIRE
69 E 100 NLOGANUT84321NONEPCGENERAL CHARITABLE PURPOSES$5,000
SUTHERLAND INSTITUTE
15 W SO TEMPLE 200SALT LAKE CITYUT84101NONEPCGENERAL CHARITABLE PURPOSES$40,000
SWATC - SOUTH WEST APPLIED TECHNICAL CENTER
757 W 800 SCEDAR CITYUT84720NONEPCGENERAL CHARITABLE PURPOSES$100,000
THE ADOPTION EXCHANGE
7414 S STATE STMIDVALEUT84047NONEPCGENERAL CHARITABLE PURPOSES$30,000
THE GOOD SAMARITAN FOUNDATION
6925 UNION PARK CENTER 500MIDVALEUT84047NONEPFGENERAL CHARITABLE PURPOSES$11,000
THE GRAND THEATRE FOUNDATION INC
1575 S STATE STSALT LAKE CITYUT84115NONEPCGENERAL CHARITABLE PURPOSES$10,000
THE HOPE FOR FERTILITY FOUNDATION
1512 W 525 SOREMUT84058NONEPCGENERAL CHARITABLE PURPOSES$10,000
THE INTERPRETER FOUNDATION
152 WESTVIEW DROREMUT84058NONEPCGENERAL CHARITABLE PURPOSES$30,000
THE LIAHONA CHILDREN'S FOUNDATION
305 E 1230 NSPRINGVILLEUT84663NONEPCGENERAL CHARITABLE PURPOSES$100,000
THE OPPORTUNITY FOUNDATION OF AMERICA
7166 VILLANDRIE LANESALT LAKE CITYUT84121NONEPCGENERAL CHARITABLE PURPOSES$25,000
THE PARK CITY FOUNDATION
PO BOX 681499PARK CITYUT84068NONEPCGENERAL CHARITABLE PURPOSES$20,000
THE SIGNING TIME FOUNDATION
870 E 7145 SMIDVALEUT84121NONEPCGENERAL CHARITABLE PURPOSES$50,000
THE SOARWAY FOUNDATION
342 W PIKE STCANONSBURGPA15317NONEPCGENERAL CHARITABLE PURPOSES$20,000
THE UTAH 1033 FOUNDATION
PO BOX 4522PARK CITYUT84060NONEPCGENERAL CHARITABLE PURPOSES$25,000
THE UTAH SCHOOLS FOR THE DEAF
742 HARRISON BLVDOGDENUT84404NONEPCGENERAL CHARITABLE PURPOSES$50,000
THE WITHERSPOON INSTITUTE
16 STOCKTON STREETPRINCETONNJ08540NONEPCGENERAL CHARITABLE PURPOSES$50,000
THE WORK ACTIVITY CENTER
1275 W 2320 SWEST VALLEY CITYUT84119NONEPCGENERAL CHARITABLE PURPOSES$10,000
THERAPY ANIMALS OF UTAH
2459 W 300 NPROVOUT84601NONEPCGENERAL CHARITABLE PURPOSES$5,000
TOWN OF LEEDS
PO BOX 461082LEEDSUT84746NONEPCGENERAL CHARITABLE PURPOSES$25,000
TURN COMMUNITY SERVICES
423 W 800 S ASALT LAKE CITYUT84101NONEPCGENERAL CHARITABLE PURPOSES$10,000
UINTAH BASIN APPLIED TECHNOLOGY COLLEGE
1100 E LAGOONROOSEVELTUT84066NONEPCGENERAL CHARITABLE PURPOSES$25,000
UNITED WAY OF EASTERN UTAH
67 E MAIN STPRICEUT84501NONEPCGENERAL CHARITABLE PURPOSES$5,000
USARA - UTAH SUPPORT ADVOCATES
180 E 2100 S 100SALT LAKE CITYUT84115NONEPCGENERAL CHARITABLE PURPOSES$15,000
UTAH COALITION AGAINST SEXUAL ASSAULT
284 W 400 NSALT LAKE CITYUT84103NONEPCGENERAL CHARITABLE PURPOSES$7,500
UTAH CULTURAL CELEBRATION
1355 W 3100 SWEST VALLEY CITYUT84119NONEPCGENERAL CHARITABLE PURPOSES$6,000
UTAH FOUNDATION
150 S STATE ST 444SALT LAKE CITYUT84111NONEPCGENERAL CHARITABLE PURPOSES$30,000
UTAH VALLEY FAMILY SUPPORT CENTER
1255 N 1200 WOREMUT84057NONEPCGENERAL CHARITABLE PURPOSES$50,000
UTAH VALLEY HEALTHCARE FOUNDATION
36 S STATE STSALT LAKE CITYUT84111NONEPCGENERAL CHARITABLE PURPOSES$750,000
UTAH VOICES INC
311 S STATE ST 250SALT LAKE CITYUT84111NONEPCGENERAL CHARITABLE PURPOSES$10,000
UTAH ZOOLOGICAL SOCIETY
2600 E SUNNYSIDE AVESALT LAKE CITYUT84106NONEPCGENERAL CHARITABLE PURPOSES$25,000
VINCULUM FOUNDATION INC SYNERGY
123 MAMARONECK AVE 209MAMARONECKNY10543NONEPCGENERAL CHARITABLE PURPOSES$45,000
VISUAL ART INSTITUTE
2901 S HIGHLAND DRSALT LAKE CITYUT84101NONEPCGENERAL CHARITABLE PURPOSES$23,510
WARRIOR RISING
11614 S ANNA EMILY DRSOUTH JORDANUT84095NONEPCGENERAL CHARITABLE PURPOSES$20,000
WASATCH FORENSIC NURSES
1565 E 3300 SSALT LAKE CITYUT84101NONEPCGENERAL CHARITABLE PURPOSES$5,000
WOMEN OF THE WORLD
3347 S MAIN STSALT LAKE CITYUT84115NONEPCGENERAL CHARITABLE PURPOSES$20,000
YMCA OF NORTHERN UTAH
3048 W 1800 NCLINTONUT84015NONEPCGENERAL CHARITABLE PURPOSES$22,500
YOUTH WINTERSPORTS ALLIANCE
PO BOX 681698PARK CITYUT84068NONEPCGENERAL CHARITABLE PURPOSES$5,000
ZAMBIA'S SCHOLARSHIP FUND
6035 N 4500 WBEAR RIVER CITYUT84301NONEPCGENERAL CHARITABLE PURPOSES$50,000
ZION HILLS ACADEMY INC
1115 S MAIN ST 250CEDAR CITYUT84720NONEPCGENERAL CHARITABLE PURPOSES$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$30,296,369TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11,109,723ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$29,515,528ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$40,625,251ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$40,625,251TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING SERVICESCategoryTxt
Amt$21,500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$21,500DisbursementsCharitablePrpsAmt

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 (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtExpended By GranteeExpendedByGranteeAmtAny Diversion By GranteeAnyDiversionByGranteeTxtDates Of Reports By GranteeDatesOfReportsByGranteeTxtVerificationVerificationDt
JKS FAMILY FOUNDATION
6440 S WASATCH BLVD 105SALT LAKE CITYUT841212018-12-04$2,000,000OPERATING EXPENSES & IMPROVEMENTS TO LAND FOR CHARITABLE USE.$2,000,000NONEOCTOBER 4, 20192019-10-04
BRENT AND CHERI ANDRUS CHARITABLE TRUST
15 SANDSTONE CVPARK CITYUT840602018-12-04$180,000OPERATING EXPENSES FOR WHEELCHAIRS AND WATER SANITATION.$180,000NONEAPRIL 17, 20192019-04-17
LEGACY FILMS FOUNDATION
180 W 1950 SBOUNTIFULUT840102018-12-04$55,000OPERATING EXPENSES.$55,000NONEJANUARY 22, 20192019-01-22
THE GOOD SAMARITAN FOUNDATION (COLUMBUS EDUCATION CENTER)
6330 S 3000 E 600SALT LAKE CITYUT841212018-08-01$11,000OPERATING EXPENSES.$11,000NONEAUGUST 22, 20192019-08-22
TIMPANOGOS STORYTELLING INSTITUTE
5107 N EDGEWOOD DRPROVOUT846042018-12-04$7,500OPERATING EXPENSES.$7,500NONENOT YET DUE

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
INTEREST RECEIVABLE$335,477$335,477
FL-CR BRECKINRIDGE GOVT/CRED69$14,048,709$14,048,709
FL-CR BRECKINRIDGE GOVT/CRED70$4,945,017$4,945,017

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (26 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
EQ-UM ATLANTA CAP SMID CORE$15,821,521$15,821,521
EQ-UL VANGUARD SP500 ETF$72,303,685$72,303,685
EQ-UL LONDON CO DIVIDEND FOCUS$13,129,993$13,129,993
EQ-UL EAGLE LARGE CAP VALUE$34,723,525$34,723,525
EQ-UM ISHARES US SMID CAP ETFS$10,903,444$10,903,444
EQ-ID JO HAMBRO INTL DEV$9,802,462$9,802,462
EQ-ID VANGUARD INTL DEV ETF$22,599,191$22,599,191
EQ-IE MATTHEWS PACIFIC TIGER$7,582,244$7,582,244
EQ-IE ISHARES CORE MSCI EM EFT$10,780,125$10,780,125
EQ-IE OPPENHEIMER EMERG/DEVELOP$7,461,120$7,461,120
FL-CR DOUBLE LINE TOTAL RETURN$8,071,565$8,071,565
RA-CM PIMCO COMM REALRETURN$10,865,262$10,865,262
FL-GB TEMPLETON GLOBAL BOND$14,969,615$14,969,615
EQ-UL LOOMIS SAYLES LC GROWTH$30,181,771$30,181,771
EQ-ID FIRST EAGLE GLOBAL FUND$5,943,904$5,943,904
EQ-US MERRIMACK PHARMACEUTICALS$255,903$255,903
PE BLACKSTONE BTAS$3,061,323$3,061,323
PE CARLYLE EUROPE IV$4,425,843$4,425,843
PE CZECH II SENIOR LOAN$219,096$219,096
PE CZECH III SENIOR LOAN$1,388,679$1,388,679
PE GSO MEZZANINE FUND$1,516,355$1,516,355
PE LONE STAR FUND IV$2,131,230$2,131,230
PE SILVER LAKE FUND IV$5,513,668$5,513,668
EQ-ID GQG INT'L EQUITY$11,481,641$11,481,641
EQ-PACIFIC RIDGE CAPITAL$3,381,302$3,381,302
OTHER RECEIVABLES$9,268,741$9,268,741

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$29,454,843USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$29,454,843USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemINVESTMENT REAL ESTATE SUBSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$126,233,850BookValueAmt
EOYFMV$134,420,100EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL SERVICESCategoryTxt
Legal Fees$216,363LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$160,389DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescCHANGE IN UNREALIZED DEPRECIATIONDesc
Amt$59,148,000Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MEALS & ENTERTAINMENT$3,352$637$2,715
INSURANCE$29,685$0$28,917
POSTAGE$1,100$0$1,100
DATA PROCESSING$8,867$0$8,867
DUES & SUBSCRIPTIONS$618$0$618
SUPPLIES$2,390$0$2,390
MISCELLANEOUS$805$150$655
INVESTMENT EXPENSES FROM PS$0$420,782$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (6 entries)

DescDescNet Investment IncomeNetInvestmentIncomeAmt
CZECH II SENIOR LOAN TRUST-$3,795
CZECZECH III SENIOR LOAN TRUST$60,855
REDH$2,625
BLACKSTONE ALT SOLUTION$118,868
REIHDE RENTAL$4,567
LS REAL ESTATE IV$171,191

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT SERVICES$1,416,001$1,416,001$0
OTHER PROFESSIONAL FEES$327,867$5,498$344,442

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN WITHHOLDING TAX$18,662$34,194$0
UBIT & EXCISE TAX ON INVESTMENT INCOME$16,587$0$0