SORENSON LEGACY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SORENSON LEGACY FOUNDATION (EIN 45-3240491)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202533189349102183
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees 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 | 2025-11-14T10:36:00-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453240491 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SORENSON LEGACY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SORE | BusinessNameControlTxt |
| Phone | 8014619700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6900 SOUTH 900 EAST 230 | AddressLine1Txt |
| City | MIDVALE | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84047 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES ANDERSON | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8014619700 | PhoneNum |
| Signature | 2025-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHETT CAMPBELL CPA | PreparerPersonNm |
| PTIN | P01301037 | PTIN |
| Phone | 8015322200 | PhoneNum |
| Preparation | 2025-11-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $465,505,478 | 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 | $9,921,271 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,487,082 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,939,625 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $23,208,874 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $20,228,307 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,662,062 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $698,463 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $23,522,958 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $31,413,852 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $631,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $275,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $356,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $116,827 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $106,380 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $17,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $17,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,688,871 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,195,600 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $489,666 | OtherProfFeesDsbrsChrtblAmt |
| Interest Net Invst Incm | $7,950 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $311,454 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,322 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $4,464 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $4,464 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $57,676 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $636,131 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $57,814 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,827,792 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,124,003 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,031,824 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $33,186,333 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $28,012,367 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $36,014,125 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,124,003 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $29,044,191 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$12,491,167 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $29,289,849 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $35,367 | CashBOYAmt |
| Cash EOY | $46,534 | CashEOYAmt |
| Cash EOYFMV | $46,534 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $11,418,258 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,359,909 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,359,909 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $12,611,931 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $15,483,370 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $12,611,931 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $12,611,931 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $24,679 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $24,821 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $24,821 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $38,606,880 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $26,850,778 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $26,850,778 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $292,241,016 | CorporateStockBOYAmt |
| Corporate Stock EOY | $313,724,146 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $313,724,146 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $39,323,243 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $42,206,225 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $42,206,225 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $60,233,190 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $65,681,134 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $65,681,134 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $457,366,003 | TotalAssetsBOYAmt |
| Total Assets EOY | $465,505,478 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $465,505,478 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $312,132 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $263,490 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $312,132 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $263,490 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $484,533,194 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $505,212,478 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$27,479,323 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$39,970,490 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $457,053,871 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $465,241,988 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $457,366,003 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $465,505,478 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $457,053,871 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$12,491,167 | ExcessRevenueOverExpensesAmt |
| Other Increases | $20,679,284 | OtherIncreasesAmt |
| Subtotal | $465,241,988 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $465,241,988 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| GLOBAL COUNTRY ISHARES | P | 2023-01-01 | 2024-12-31 | $1,519,970 | $1,519,970 | $1,519,970 | |
| BRECKINRIDGE GOVT/CRED70 | P | 2023-01-01 | 2024-12-31 | -$146,389 | -$146,389 | $146,389 | |
| BRECKINRIDGE GOVT/CRED69 | P | 2023-01-01 | 2024-12-31 | -$1,820 | -$1,820 | $1,820 | |
| AQR DIVERSIFYING | P | 2023-01-01 | 2024-12-31 | $6 | $6 | $6 | |
| TREASURY STRATEGY | P | 2023-01-01 | 2024-12-31 | $384,208 | $384,208 | $384,208 | |
| ATLANTA CAPITAL SMID CORE | P | 2023-01-01 | 2024-12-31 | $1,136,798 | $1,136,798 | $1,136,798 | |
| VANGUARD SP500 ETF | P | 2023-01-01 | 2024-12-31 | $1,067,311 | $1,067,311 | $1,067,311 | |
| EQ-UL LONDON CO DIVIDEND FOCUS | P | 2023-01-01 | 2024-12-31 | $2,099,140 | $2,099,140 | $2,099,140 | |
| EAGLE LCAP VALUE | P | 2023-01-01 | 2024-12-31 | $3,978,038 | $3,978,038 | $3,978,038 | |
| DOUBLELINE BOND FUND | P | 2023-01-01 | 2024-12-31 | -$911,132 | -$911,132 | $911,132 | |
| LOOMIS SAYLES LCAP GROWTH | P | 2023-01-01 | 2024-12-31 | $511,841 | $511,841 | $511,841 | |
| EQ-US MERRIMACK PHARMACEUTICALS | P | 2023-01-01 | 2024-12-31 | -$1,921,226 | -$1,921,226 | $1,921,226 | |
| GQG INTERNATIONAL EQUITY | P | 2023-01-01 | 2024-12-31 | $751,891 | $751,891 | $751,891 | |
| EQ-MC PACIFIC RIDGE CAPITAL | P | 2023-01-01 | 2024-12-31 | $769,876 | $769,876 | $769,876 | |
| VANGUARD LCAP VALUE ETF | P | 2023-01-01 | 2024-12-31 | $434,150 | $434,150 | $434,150 | |
| EQ-ID VANGUARD INTL DEV MKT | P | 2023-01-01 | 2024-12-31 | $969,307 | $969,307 | $969,307 | |
| CERBERUS NPL | P | 2023-01-01 | 2024-12-31 | $15,439 | $15,439 | $15,439 | |
| REIHDE | P | 2023-01-01 | 2024-12-31 | $8,213,852 | $8,213,852 | $8,213,852 | |
| SUMMIT | P | 2023-01-01 | 2024-12-31 | $45,061 | $45,061 | $45,061 | |
| LS REAL ESTATE IV | P | 2023-01-01 | 2024-12-31 | $24,110 | $24,110 | $24,110 | |
| CIM ENTERPRISE LOAN FUND | P | 2023-01-01 | 2024-12-31 | $1,121 | $1,121 | $1,121 | |
| CERBERUS GLOBAL PFIC | P | 2023-01-01 | 2024-12-31 | $4,538 | $4,538 | $4,538 | |
| GMO DISLOCATION | P | 2023-01-01 | 2024-12-31 | $1,104,033 | $1,104,033 | $1,104,033 | |
| NAPIER PARK | P | 2023-01-01 | 2024-12-31 | $178,184 | $178,184 | $178,184 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20,228,307 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $407,129 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $407,129 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $407,129 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $210,430 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $215,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $425,430 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $18,301 | OverpaymentAmt |
| Applied To ES Tax | $18,301 | 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | SORENSONLEGACYFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | TREASURER | IndividualWithBooksNm |
| Phone | 8014619700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6900 S 900 E 230 | AddressLine1Txt |
| City | MIDVALE | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84047 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ANN CROCKER | ||||||||
| 6900 S 900 E 230 | MIDVALE | UT | 84047 | DIRECTOR | 4.00 | $81,500 | $0 | $0 |
| GARY CROCKER | ||||||||
| 6900 S 900 E 230 | MIDVALE | UT | 84047 | DIRECTOR | 4.00 | $78,500 | $0 | $0 |
| CHRISTINE HARRIS | ||||||||
| 6900 S 900 E 230 | MIDVALE | UT | 84047 | DIRECTOR | 3.00 | $74,500 | $0 | $0 |
| DALE HARRIS | ||||||||
| 6900 S 900 E 230 | MIDVALE | UT | 84047 | DIRECTOR | 5.00 | $84,500 | $0 | $0 |
| SHAUNA JOHNSON | ||||||||
| 6900 S 900 E 230 | MIDVALE | UT | 84047 | DIRECTOR | 5.00 | $77,500 | $0 | $0 |
| RALPH JOHNSON | ||||||||
| 6900 S 900 E 230 | MIDVALE | UT | 84047 | DIRECTOR | 6.00 | $92,000 | $0 | $0 |
| THOM WILLIAMSEN | ||||||||
| 6900 S 900 E 230 | MIDVALE | UT | 84047 | DIRECTOR | 3.00 | $76,000 | $0 | $0 |
| GAIL WILLIAMSEN | ||||||||
| 6900 S 900 E 230 | MIDVALE | UT | 84047 | DIRECTOR | 3.00 | $67,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SEPIO CAPITAL LLC | |||||
| 50 CALIFORNIA STREET SUITE 3525 | SAN FRANCISCO | CA | 94111 | CONSULTING | $673,863 |
| SDI RESIDUAL ASSETS LLC | |||||
| 6900 S 900 E 230 | MIDVALE | UT | 84047 | CONSULTING | $429,000 |
| PACIFIC RIDGE CAPITAL | |||||
| 4900 MEADOWS RD 320 | LAKE OSWEGO | OR | 97035 | CONSULTING | $187,686 |
| EAGLE CAPITAL MANAGEMENT LLC | |||||
| 499 PARK AVENUE 17TH FLOOR | NEW YORK | NY | 10022 | CONSULTING | $149,861 |
| ATLANTA CAPITAL MANAGEMENT COMPANY LLC | |||||
| 1075 PEACHTREE STREET NE STE 2100 | ATLANTA | GA | 30309 | CONSULTING | $109,475 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 1 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $389,807,783 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,142,690 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $121,965,365 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $522,915,838 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $522,915,838 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,843,738 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $515,072,100 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $25,753,605 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $25,753,605 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $407,129 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $407,129 | TotalTaxAmt |
| Distributable Before Adj | $25,346,476 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $25,346,476 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $25,346,476 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $29,044,191 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $29,044,191 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $25,346,476 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $6,711,240 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,571,742 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $2,770,335 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,622,788 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $15,676,105 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $29,044,191 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $25,346,476 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,697,715 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $19,373,820 | 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 | $6,711,240 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $12,662,580 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,571,742 | ExcessFromYear4Amt |
| Excess From Year2 | $2,770,335 | ExcessFromYear2Amt |
| Excess From Year1 | $4,622,788 | ExcessFromYear1Amt |
| Excess From Current Year | $3,697,715 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SORENSON LEGACY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6900 S 900 E SUITE 230 | AddressLine1Txt |
| City | MIDVALE | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84047 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8014619700 | RecipientPhoneNum |
| Form And Info And Materials | APPLICANTS MAY APPLY ONLINE OR REQUEST A COPY OF THE GRANT APPLICATION IN PERSON. ALL APPLICATIONS ARE REVIEWED AND SCREENED BY THE FOUNDATION'S ADMINISTRATIVE MANAGER TO ENSURE THAT THE APPLICATION IS APPROPRIATE AND CONSISTENT WITH THE FOUNDATION'S CHARTER AND THAT THE APPLICANT IS APPROVED AND IN GOOD STANDING ACCORDING TO IRC 501(C)(3) REQUIREMENTS. AFTER THIS EVALUATION, CHARITABLE CONTRIBUTIONS AND GRANT APPLICATIONS MAY BE APPROVED BY A MAJORITY VOTE OF A QUORUM OF THE BOARD OF DIRECTORS. GRANT APPLICATIONS ARE REVIEWED BY THE BOARD OF DIRECTORS ON A QUARTERLY BASIS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | FIRST DAY OF THE MONTH PRIOR TO THE CALENDAR QUARTER. | SubmissionDeadlinesTxt |
| Restrictions On Awards | APPLICATIONS MUST COMPLY WITH THE FOUNDATION'S POLICIES AND PROCEDURES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (266 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| GIRLS HOPE RESCUE MISSION | ||||||||
| 5436 N 2300 W | CEDAR CITY | UT | 84721 | NONE | PF | GENERAL CHARITABLE PURPOSES | $25,000 | |
| THOM & GAIL WILLIAMSEN FAMILY FOUNDATION | ||||||||
| 154 E MYRTLE AVE STE 303 | SALT LAKE CITY | UT | 84107 | NONE | PF | GENERAL CHARITABLE PURPOSES | $1,161,000 | |
| THE GOOD SAMARITAN FOUNDATION | ||||||||
| 6925 S UNION PARK CENTER STE 500 | MIDVALE | UT | 84047 | NONE | PF | GENERAL CHARITABLE PURPOSES | $110,000 | |
| CROCKER CATALYST FOUNDATION | ||||||||
| 2825 E COTTONWOOD PKY STE 330 | SALT LAKE CITY | UT | 84121 | NONE | PF | GENERAL CHARITABLE PURPOSES | $5,675,000 | |
| ZION CANYON MESA | ||||||||
| PO BOX 145 | SPRINGDALE | UT | 84767 | NONE | PF | GENERAL CHARITABLE PURPOSES | $30,000 | |
| WILFORD WOODRUFF PAPERS FOUNDATION | ||||||||
| 4025 W CENTENNIAL ST | CEDAR HILLS | UT | 84062 | NONE | PF | GENERAL CHARITABLE PURPOSES | $50,000 | |
| UTAH SYMPHONY AND OPERA | ||||||||
| 123 W SOUTH TEMPLE | SALT LAKE CITY | UT | 84101 | NONE | PC | GENERAL CHARITABLE PURPOSES | $100,000 | |
| UTAH SCIENCE TEACHERS ASSOCIATION | ||||||||
| N-143 EYRING SCIENCE CENTER | PROVO | UT | 84602 | NONE | PC | GENERAL CHARITABLE PURPOSES | $15,000 | |
| UTAH ROYAL KIDS | ||||||||
| 8575 SOUTH 700 EAST | SANDY | UT | 84070 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |
| ST ANNE'S CENTER | ||||||||
| 137 W BINFORD | OGDEN | UT | 84401 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50,000 | |
| UTAH FOSTER CARE FOUNDATION | ||||||||
| 5296 SOUTH COMMERCE DRIVE SUITE 400 | MURRAY | UT | 84107 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |
| SOUTHERN UTAH UNIVERSITY - UTAH SHAKESPEARE FESTIVAL | ||||||||
| 13 S 300 W | CEDAR CITY | UT | 84720 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50,000 | |
| UTAH COUNCIL OF THE BLIND | ||||||||
| 1301 W 500 S | WOODS CROSS | UT | 84087 | NONE | PC | GENERAL CHARITABLE PURPOSES | $35,000 | |
| UTAH CONGRESS OF PARENTS AND TEACHERS | ||||||||
| 5815 SOUTH HIGHLAND DRIVE | HOLLADAY | UT | 84121 | NONE | PC | GENERAL CHARITABLE PURPOSES | $8,700 | |
| THE ROAD HOME | ||||||||
| 210 S RIO GRANDE | SALT LAKE CITY | UT | 84101 | NONE | PC | GENERAL CHARITABLE PURPOSES | $200,000 | |
| THE RACHEL COVEY FOUNDATION | ||||||||
| PO BOX 1399 | AMERICAN FORK | UT | 84003 | NONE | PC | GENERAL CHARITABLE PURPOSES | $30,000 | |
| THE MAGIC YARN PROJECT | ||||||||
| 9242 N EMERALD LAKE COVE | CEDAR HILLS | UT | 84062 | NONE | PC | GENERAL CHARITABLE PURPOSES | $8,000 | |
| UTAH HEALTH AND HUMAN RIGHTS PROJECT | ||||||||
| 225 S 200 E SUITE 250 | SALT LAKE CITY | UT | 84111 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| TEXAS PUBLIC POLICY FOUNDATION | ||||||||
| 901 CONGRESS AVE | AUSTIN | TX | 78701 | NONE | PC | GENERAL CHARITABLE PURPOSES | $210,000 | |
| U OF U - PHYSICAL MEDICINE & REHAB | ||||||||
| 1395 E PRESIDENTS CIR | SALT LAKE CITY | UT | 84112 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| U OF U - PBS UTAH (KUED) | ||||||||
| 1395 E PRESIDENTS CIR | SALT LAKE CITY | UT | 84112 | NONE | PC | GENERAL CHARITABLE PURPOSES | $15,000 | |
| U OF U - MORAN EYE CENTER | ||||||||
| 1395 E PRESIDENTS CIR | SALT LAKE CITY | UT | 84112 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50,000 | |
| U OF U - MASTER OF BUSINESS CREATION | ||||||||
| 1395 E PRESIDENTS CIR | SALT LAKE CITY | UT | 84112 | NONE | PC | GENERAL CHARITABLE PURPOSES | $66,667 | |
| U OF U - LOWELL BENNION COMMUNITY CENTER | ||||||||
| 1395 E PRESIDENTS CIR | SALT LAKE CITY | UT | 84112 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |
| U OF U - HONORS COLLEGE | ||||||||
| 1395 E PRESIDENTS CIR | SALT LAKE CITY | UT | 84112 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |
| U OF U - SCHOOL OF DENTISTRY | ||||||||
| 1395 E PRESIDENTS CIR | SALT LAKE CITY | UT | 84112 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |
| UTAH INFERTILITY RESOURCE CENTER | ||||||||
| 1565 E 3300 S | SALT LAKE CITY | UT | 84106 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |
| TECH-MOMS | ||||||||
| 1807 E MAPLE DRIVE | BOUNTIFUL | UT | 84010 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |
| UTAH PARTNERS FOR HEALTH | ||||||||
| 3665 S 8400 W | MAGNA | UT | 84044 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| CRAFT LAKE CITY | ||||||||
| 351 PIERPONT AVE 4B | SALT LAKE CITY | UT | 84101 | NONE | PC | GENERAL CHARITABLE PURPOSES | $15,000 | |
| CONSERVATIVE PARTNERSHIP INSTITUTE INC | ||||||||
| 611 PENNSYLVANIA AVE SE 407 | WASHINGTON | DC | 20007 | NONE | PC | GENERAL CHARITABLE PURPOSES | $100,000 | |
| COMMUNITY NURSING SERVICES | ||||||||
| 2830 S REDWOOD ROAD SUITE A | WEST VALLEY CITY | UT | 84119 | NONE | PC | GENERAL CHARITABLE PURPOSES | $35,000 | |
| COMMUNITY HEALTH CONNECT | ||||||||
| 591 S STATE ST | PROVO | UT | 84606 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |
| COMMUNITY FOUNDATION OF UTAH | ||||||||
| 2257 S 1100 E SUITE 205 | SALT LAKE CITY | UT | 84106 | NONE | PC | GENERAL CHARITABLE PURPOSES | $666,667 | |
| COMMUNITY ACTION SERVICES AND FOOD BANK | ||||||||
| 815 S FREEDOM BLVD SUITE 100 | PROVO | UT | 84601 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50,000 | |
| COMMON GROUND OUTDOOR ADVENTURES INC | ||||||||
| 335 N 100 E | LOGAN | UT | 84321 | NONE | PC | GENERAL CHARITABLE PURPOSES | $22,000 | |
| CROSSROADS URBAN CENTER | ||||||||
| 347 S 400 E | SALT LAKE CITY | UT | 84111 | NONE | PC | GENERAL CHARITABLE PURPOSES | $27,000 | |
| ECCLES COMMUNITY ART CENTER | ||||||||
| 2580 JEFFERSON AVE | OGDEN | UT | 84401 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| ELIZABETH ACADEMY | ||||||||
| 1916 LAKEWOOD DRIVE | SALT LAKE CITY | UT | 84117 | NONE | PC | GENERAL CHARITABLE PURPOSES | $1,030,000 | |
| FOUNDATION FOR FAMILY LIFE OF UTAH | ||||||||
| 11978 S REDWOOD RD | RIVERTON | UT | 84065 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |
| FOR THE KIDS ORG | ||||||||
| 230 SOUTH 500 WEST SUITE 260 | SALT LAKE CITY | UT | 84101 | NONE | PC | GENERAL CHARITABLE PURPOSES | $15,000 | |
| THE INN BETWEEN | ||||||||
| 340 S GOSHEN ST | SALT LAKE CITY | UT | 84104 | NONE | PC | GENERAL CHARITABLE PURPOSES | $85,000 | |
| THE GREEN URBAN LUNCH BOX | ||||||||
| 2026 S 500 E | SALT LAKE CITY | UT | 84105 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |
| UTAH FOOD BANK | ||||||||
| 3150 S 900 W | SALT LAKE CITY | UT | 84119 | NONE | PC | GENERAL CHARITABLE PURPOSES | $381,333 | |
| REPERTORY DANCE THEATER | ||||||||
| 138 WEST BROADWAY SUITE 210 | SALT LAKE CITY | UT | 84101 | NONE | PC | GENERAL CHARITABLE PURPOSES | $15,000 | |
| DRAPER PHILHARMONIC AND CHORAL SOCIETY | ||||||||
| 12943 S 700 E | DRAPER | UT | 84020 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 40 RECTOR STREET | NEW YORK | NY | 10006 | NONE | PC | GENERAL CHARITABLE PURPOSES | $45,000 | |
| DO NO HARM | ||||||||
| 11357 NUCKOLS RD PMB 115 | GLEN ALLEN | VA | 23059 | NONE | PC | GENERAL CHARITABLE PURPOSES | $150,000 | |
| DISCOVERY GATEWAY CHILDREN'S MUSEUM | ||||||||
| 444 W 100 S | SALT LAKE CITY | UT | 84101 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| DAVIS PERFORMING ARTS ASSOCIATION | ||||||||
| 525 N 400 W | CENTERVILLE | UT | 84014 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| DAVIS EDUCATION FOUNDATION | ||||||||
| 130 NORTH MAIN STREET | FARMINGTON | UT | 84025 | NONE | PC | GENERAL CHARITABLE PURPOSES | $15,000 | |
| U OF U - SCHOOL OF MUSIC | ||||||||
| 1395 E PRESIDENTS CIR | SALT LAKE CITY | UT | 84112 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | |
| UTAH YOUTH SYMPHONY ASSOCIATION | ||||||||
| 1292 FEDERAL HEIGHTS DR | SALT LAKE CITY | UT | 84103 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | |
| WHOLIVES | ||||||||
| 10102 COPPER KING LN | SOUTH JORDAN | UT | 84095 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| SALT LAKE DONATED DENTAL SERVICES | ||||||||
| 1383 S 900 W | SALT LAKE CITY | UT | 84104 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50,000 | |
| WHEELCHAIR 4 KIDS INC | ||||||||
| 1200 S PINELLAS AVE SUITE 3 | TARPON SPRINGS | FL | 34689 | NONE | PC | GENERAL CHARITABLE PURPOSES | $30,000 | |
| SAMARITAN'S PURSE | ||||||||
| 801 BAMBOO ROAD | BOONE | NC | 28607 | NONE | PC | GENERAL CHARITABLE PURPOSES | $70,000 | |
| WOW UTAH INC | ||||||||
| 14268 LONG RIDGE DRIVE | HERRIMAN | UT | 84096 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| SALT LAKE CITY MISSION | ||||||||
| PO BOX 142 | SALT LAKE CITY | UT | 84110 | NONE | PC | GENERAL CHARITABLE PURPOSES | $85,000 | |
| SCOTTISH RITE FOUNDATION | ||||||||
| 650 E SOUTH TEMPLE | SALT LAKE CITY | UT | 84102 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| WATTS OF LOVE | ||||||||
| 900 WARREN AVE | DOWNERS GROVE | IL | 60515 | NONE | PC | GENERAL CHARITABLE PURPOSES | $30,000 | |
| SALT LAKE CITY BICYCLE COLLECTIVE | ||||||||
| PO BOX 1028 | SALT LAKE CITY | UT | 84110 | NONE | PC | GENERAL CHARITABLE PURPOSES | $45,000 | |
| YOUTH FUTURES | ||||||||
| 2760 ADAMS AVE | OGDEN | UT | 84403 | NONE | PC | GENERAL CHARITABLE PURPOSES | $30,000 | |
| YOUTH WINTERSPORTS ALLIANCE | ||||||||
| PO BOX 681698 | PARK CITY | UT | 84068 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| U OF U - SCMI BUILDING | ||||||||
| 1395 E PRESIDENTS CIR | SALT LAKE CITY | UT | 84112 | NONE | PC | GENERAL CHARITABLE PURPOSES | $1,750,000 | |
| ROCKY MOUNTAIN UNIVERSITY | ||||||||
| 122 EAST 1700 SOUTH BLDG 3 | PROVO | UT | 84606 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| SNOW COLLEGE FOUNDATION | ||||||||
| 150 COLLEGE AVENUE | EPHRAIM | UT | 84627 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |
| SOUTHERN SUDAN HUMANITARIAN | ||||||||
| 4908 WAIMEA WAY | HOLLADAY | UT | 84107 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |
| YOUTHLINC | ||||||||
| 1166 E BRICKYARD RD | SALT LAKE CITY | UT | 84106 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| SNOWBASIN ADAPTIVE SPORTS EDUCATION | ||||||||
| 9385 S SNOWBIRD CENTER DRIVE | SNOWBIRD | UT | 84092 | NONE | PC | GENERAL CHARITABLE PURPOSES | $30,000 | |
| VOLUNTEERS OF AMERICA | ||||||||
| 435 BEARCAT DRIVE | SALT LAKE CITY | UT | 84115 | NONE | PC | GENERAL CHARITABLE PURPOSES | $75,000 | |
| RISE AND REBUILD FOUNDATION | ||||||||
| 3008 FALLENTINE ROAD | SANDY | UT | 84093 | NONE | PC | GENERAL CHARITABLE PURPOSES | $48,000 | |
| VALLEY MENTAL HEALTH | ||||||||
| 4460 S HIGHLAND DR STE 210 | SALT LAKE CITY | UT | 84121 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| UTAH VALLEY UNIVERSITY | ||||||||
| 800 WEST UNIVERSITY PARKWAY MS 111 | OREM | UT | 84058 | 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 | |
| SLEEP IN HEAVENLY PEACE INC | ||||||||
| 1560 ELDRIDGE AVE | TWIN FALLS | ID | 83301 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| SAFE HOUSE PROJECT | ||||||||
| 107 S WEST STREET SUITE 720 | ALEXANDRIA | VA | 22314 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |
| WASATCH ADAPTIVE SPORTS | ||||||||
| 9385 S SNOWBIRD CENTER DRIVE | SNOWBIRD | UT | 84092 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50,000 | |
| TIMPANOGOS LEGAL CENTER | ||||||||
| 3301 N UNIVERSITY AVENUE | PROVO | UT | 84604 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |
| THIS IS THE PLACE FOUNDATION | ||||||||
| 2601 E SUNNYSIDE AVE | SALT LAKE CITY | UT | 84108 | NONE | PC | GENERAL CHARITABLE PURPOSES | $15,000 | |
| THE YMCA OF NORTHERN UTAH | ||||||||
| 675 EAST 2100 SOUTH SUITE 200 | SALT LAKE CITY | UT | 84106 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | |
| U OF U - COLLEGE OF EDUCATION | ||||||||
| 1395 E PRESIDENTS CIR | SALT LAKE CITY | UT | 84112 | NONE | PC | GENERAL CHARITABLE PURPOSES | $826,200 | |
| U OF U - COLLEGE OF HUMANITIES | ||||||||
| 1395 E PRESIDENTS CIR | SALT LAKE CITY | UT | 84112 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |
| FIT TO RECOVER INC | ||||||||
| 789 W 1390 S | SALT LAKE CITY | UT | 84104 | NONE | PC | GENERAL CHARITABLE PURPOSES | $80,000 | |
| U OF U - WOMEN'S RESOURCE CENTER | ||||||||
| 1395 E PRESIDENTS CIR | SALT LAKE CITY | UT | 84112 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |
| U OF U - TANNER DANCE | ||||||||
| 1395 E PRESIDENTS CIR | SALT LAKE CITY | UT | 84112 | NONE | PC | GENERAL CHARITABLE PURPOSES | $260,000 | |
| U OF U - SOUTH MAIN CLINIC | ||||||||
| 1395 E PRESIDENTS CIR | SALT LAKE CITY | UT | 84112 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| UNITY GOSPEL CHOIR INTERNATIONAL | ||||||||
| 4282 MILE HIGH DRIVE | PROVO | UT | 84060 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |
| TIMPANOGOS SYMPHONY ORCHESTRA | ||||||||
| PO BOX 1103 | AMERICAN FORK | UT | 84003 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | |
| TINY TIM'S FOUNDATION FOR KIDS | ||||||||
| 6818 S AIRPORT ROAD STE A | WEST JORDAN | UT | 84084 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | |
| WASATCH COMMUNITY GARDENS | ||||||||
| 824 S 400 W B127 | SALT LAKE CITY | UT | 84101 | NONE | PC | GENERAL CHARITABLE PURPOSES | $15,000 | |
| SALT CONTEMPORARY DANCE | ||||||||
| 712 S 100 W | LEHI | UT | 84043 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | |
| SALT LAKE ACTING COMPANY | ||||||||
| 168 WEST 500 NORTH | SALT LAKE CITY | UT | 84103 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | |
| SEAGER MEMORIAL CLINIC | ||||||||
| 2775 WALL AVE | OGDEN | UT | 84401 | 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 | $70,000 | |
| UTAH VALLEY ARTS | ||||||||
| 913 E CEDAR HOLLOW RD | LEHI | UT | 84043 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | |
| UTAH POLICE CIVILIAN ASSOCIATION INC | ||||||||
| 230 W 200 S 2608 | SALT LAKE CITY | UT | 84101 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| UNITED WAY OF NORTHERN UTAH | ||||||||
| 2955 HARRISON BLVD SUITE 201 | OGDEN | UT | 84403 | NONE | PC | GENERAL CHARITABLE PURPOSES | $15,000 | |
| TUACAHN CENTER FOR THE ARTS | ||||||||
| 1100 N TUACAHN DRIVE | IVINS | UT | 84738 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |
| U OF U - NEIGHBORHOOD PARTNERS | ||||||||
| 1395 E PRESIDENTS CIR | SALT LAKE CITY | UT | 84112 | NONE | PC | GENERAL CHARITABLE PURPOSES | $15,000 | |
| FIRST STEP HOUSE INC | ||||||||
| 440 S 550 E | SALT LAKE CITY | UT | 84102 | NONE | PC | GENERAL CHARITABLE PURPOSES | $45,000 | |
| PRO-LIFE UTAH | ||||||||
| 9676 S SHETTLESTON CIRCLE | SOUTH JORDAN | UT | 84009 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |
| PLAYWORKS EDUCATION ENERGIZED | ||||||||
| 1214 WILMINGTON AVE 102 | SALT LAKE CITY | UT | 84106 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |
| PEOPLES HEALTH CLINIC | ||||||||
| PO BOX 681558 | PARK CITY | UT | 84068 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| PARK CITY COMMUNITY FOUNDATION | ||||||||
| 1918 PROSPECTOR AVENUE | PARK CITY | UT | 84060 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | |
| OUELESSEBOUGOU ALLIANCE | ||||||||
| 10 W 100 S 605 | SALT LAKE CITY | UT | 84101 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| ORPHANGE SUPPORT SERVICES ORGANIZATION | ||||||||
| 5513 WEST 11000 NORTH 215 | HIGHLAND | UT | 84003 | NONE | PC | GENERAL CHARITABLE PURPOSES | $45,000 | |
| OPERATION WARM INC | ||||||||
| 6 DICKINSON DRIVE SUITE 314 | CHADDS FORD | PA | 19317 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50,000 | |
| OFF BROADWAY THEATRE | ||||||||
| 12366 S 900 E | DRAPER | UT | 84020 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | |
| PRAGER UNIVERSITY FOUNDATION | ||||||||
| 15021 VENTURA BLVD 552 | SHERMAN OAKS | CA | 91403 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |
| ZULOO HUMANITARIAN OUTREACH | ||||||||
| 6035 N 4500 W | BEAR RIVER CITY | UT | 84301 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| RACE SWAMI | ||||||||
| 1208 BROWNING AVE | SALT LAKE CITY | UT | 84105 | NONE | PC | GENERAL CHARITABLE PURPOSES | $55,000 | |
| MOUNTAINLANDS COMMUNITY HEALTH CENTER INC | ||||||||
| 589 S STATE STREET | PROVO | UT | 84606 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |
| MOUNTAIN COUNTRY HOME SOLUTIONS | ||||||||
| 1031 WEST CENTER STREET SUITE 302 | OREM | UT | 84057 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| MORMON TRAILS ASSOCIATION | ||||||||
| 7499 FOOTHILL DRIVE | LAKE POINT | UT | 84074 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | |
| MOBILE SURGERY INTERNATIONAL INC | ||||||||
| 3803 LITTLE COTTONWOOD LANE | SANDY | UT | 84092 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |
| MOAB VALLEY MULTICULTURAL CENTER | ||||||||
| 156 N 100 W PO BOX 55 | MOAB | UT | 84532 | NONE | PC | GENERAL CHARITABLE PURPOSES | $12,000 | |
| MOAB FREE HEALTH CLINIC | ||||||||
| 121 W 200 S SUITE A | MOAB | UT | 84532 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |
| MERIT COLLEGE PREPARATORY ACADEMY | ||||||||
| 380 N 500 W | MOAB | UT | 84532 | NONE | PC | GENERAL CHARITABLE PURPOSES | $1,600 | |
| MALIHEH FREE CLINIC | ||||||||
| 415 E 3900 S | SOUTH SALT LAKE | UT | 84107 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50,000 | |
| ODYSSEY HOUSE INC UTAH | ||||||||
| 344 E 100 S SUITE 301 | SALT LAKE CITY | UT | 84111 | NONE | PC | GENERAL CHARITABLE PURPOSES | $60,000 | |
| RAPE RECOVERY CENTER | ||||||||
| 2035 S 1300 E | SALT LAKE CITY | UT | 84105 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| LIVE YOUR DREAM | ||||||||
| 3651 N 100 ESTE 275 | PROVO | UT | 84604 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |
| MUNDI PROJECT | ||||||||
| PO BOX 520696 | SALT LAKE CITY | UT | 84152 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | |
| HOLY CROSS MINISTRIES | ||||||||
| 860 E 4500 S STE 204 | SALT LAKE CITY | UT | 84107 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |
| HUMAN COALITION | ||||||||
| 7800 N DALLAS PARKWAY STE 550 | PLANO | TX | 75024 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |
| JOSEPH JAMES MORELLI LEGACY FOUNDATION | ||||||||
| 7585 RANCH CLUB TRAIL | PARK CITY | UT | 84098 | NONE | PC | GENERAL CHARITABLE PURPOSES | $45,000 | |
| JUNIOR LEAGUE OF SALT LAKE CITY INC | ||||||||
| 526 E 300 S | SALT LAKE CITY | UT | 84102 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |
| JEWISH FAMILY SERVICE | ||||||||
| 1111 E BRICKYARD ROAD 218 | SALT LAKE CITY | UT | 84106 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| JDRF INTERNATIONAL | ||||||||
| PO BOX 5021 | HAGERSTOWN | MD | 21741 | NONE | PC | GENERAL CHARITABLE PURPOSES | $1,500,000 | |
| INTERNATIONAL RESCUE COMMITTEE INC | ||||||||
| 221 S 400 W | SALT LAKE CITY | UT | 84110 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |
| KIDS ON THE MOVE INC | ||||||||
| 475 W 260 N | OREM | UT | 84057 | NONE | PC | GENERAL CHARITABLE PURPOSES | $45,000 | |
| INTERCOLLEGIATE STUDIES INSTITUTE INC | ||||||||
| 3901 CENTERVILLE ROAD | WILMINGTON | DE | 19807 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | |
| IMMIGRANT LEGAL SERVICES | ||||||||
| 4055 S 700 E 200 | SALT LAKE CITY | UT | 84107 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| JUMP THE MOON FOUNDATION | ||||||||
| 553 N MAIN | LOGAN | UT | 84321 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |
| FRIENDS OF THE GREAT SALT LAKE | ||||||||
| 150 S 600 E SUITE 5D | SALT LAKE CITY | UT | 84120 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | |
| HOMEAID AMERICAN INC | ||||||||
| 230 W TOWNE RIDGE PARKWAY SUITE 250 | SANDY | UT | 84070 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |
| HEARTS KNIT TOGETHER | ||||||||
| 3959 W 1820 S SUITE F | SALT LAKE CITY | UT | 84104 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |
| HEART & SOUL | ||||||||
| PO BOX 526142 | SALT LAKE CITY | UT | 84152 | NONE | PC | GENERAL CHARITABLE PURPOSES | $15,000 | |
| HEARSEE | ||||||||
| 164 N 400 E STE A-204 | ST GEORGE | UT | 84770 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| HABITAT FOR HUMANITY SALT LAKE VALLEY | ||||||||
| 1276 S 500 W | SALT LAKE CITY | UT | 84101 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |
| GUIDE DOGS FOR THE BLIND INC | ||||||||
| 350 LOS RANCHITOS RD | SAN RAFAEL | CA | 94903 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |
| GRAND COUNTY SCHOOL DISTRICT | ||||||||
| 264 SOUTH 400 EAST | MOAB | UT | 84532 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |
| NOVA PRINCIPLES FOUNDATION | ||||||||
| 333 E MAIN UNIT 138 | LEHI | UT | 84043 | NONE | PC | GENERAL CHARITABLE PURPOSES | $45,000 | |
| LIBERTAS INSTITUTE | ||||||||
| 2183 W MAIN ST SUITE 102 | LEHI | UT | 84043 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |
| BEST BUDDIES UTAH | ||||||||
| 7901 S 3200 W BOX 1423 | WEST JORDAN | UT | 84088 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| BALLET WEST | ||||||||
| 52 WEST 200 SOUTH | SALT LAKE CITY | UT | 84101 | NONE | PC | GENERAL CHARITABLE PURPOSES | $30,000 | |
| BAD DOG ARTS | ||||||||
| 824 S 400 W SUITE B129 | SALT LAKE CITY | UT | 84101 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | |
| ASSISTANCE LEAGUE OF SOUTHERN UTAH | ||||||||
| PO BOX 910728 | ST GEORGE | UT | 84791 | NONE | PC | GENERAL CHARITABLE PURPOSES | $7,500 | |
| ASSISTANCE LEAGUE OF SALT LAKE | ||||||||
| PO BOX 9353 | SALT LAKE CITY | UT | 84109 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |
| ASIAN ASSOCIATION OF UTAH (REFUGEE & IMM) | ||||||||
| 155 SOUTH 300 WEST | SALT LAKE CITY | UT | 84101 | NONE | PC | GENERAL CHARITABLE PURPOSES | $55,000 | |
| APPLIED TECHNOLOGY FOUNDATION | ||||||||
| 508 E SOUTH TEMPLE A45 | SALT LAKE CITY | UT | 84102 | NONE | PC | GENERAL CHARITABLE PURPOSES | $15,000 | |
| AMERICA'S FREEDOM FOUNDATION | ||||||||
| 4626 N 300 W SUITE 300 | PROVO | UT | 84604 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |
| AMERICAN NATIONAL RED CROSS | ||||||||
| 555 E 300 S STE 200 | SALT LAKE CITY | UT | 84102 | NONE | PC | GENERAL CHARITABLE PURPOSES | $110,000 | |
| AMERICAN HERITAGE SCHOOLS INC | ||||||||
| 736 NORTH 1100 EAST | AMERICAN FORK | UT | 84003 | NONE | PC | GENERAL CHARITABLE PURPOSES | $775,000 | |
| ALLIANCE HOUSE | ||||||||
| 1724 S MAIN ST | SALT LAKE CITY | UT | 84115 | NONE | PC | GENERAL CHARITABLE PURPOSES | $30,000 | |
| CHRISTIAN CENTER OF PARK CITY | ||||||||
| 1283 DEER VALLEY DRIVE | PARK CITY | UT | 84060 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |
| ALANO CLUB OF SALT LAKE CITY | ||||||||
| 5056 S COMMERCE DRIVE | MURRAY | UT | 84107 | NONE | PC | GENERAL CHARITABLE PURPOSES | $7,500 | |
| CHRISTMAS BOX INTERNATIONAL | ||||||||
| 3660 S WEST TEMPLE | SALT LAKE CITY | UT | 84115 | NONE | PC | GENERAL CHARITABLE PURPOSES | $35,000 | |
| NATIONAL ALLIANCE ON MENTAL ILLNESS UTAH | ||||||||
| 3269 SOUTH MAIN STREET 230 | SOUTH SALT LAKE | UT | 84115 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50,000 | |
| FAMILY SUPPORT CENTER OF WASHINGTON COUNTY | ||||||||
| 310 W 200 N | ST GEORGE | UT | 84770 | NONE | PC | GENERAL CHARITABLE PURPOSES | $8,000 | |
| FAMILY SUMMIT FOUNDATION (GREIVING CHILD) | ||||||||
| 1716 E 5600 S | SOUTH OGDEN | UT | 84403 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| FAMILY PROMISE OF SALT LAKE CITY | ||||||||
| 814 WEST 800 SOUTH | SALT LAKE CITY | UT | 84104 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |
| FAMILY PROMISE OF OGDEN | ||||||||
| 127 24TH STREET 2 | OGDEN | UT | 84401 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| FAMILY COUNSELING SERVICE OF NORTHERN UTAH | ||||||||
| 3518 WASHINGTON BLVD | OGDEN | UT | 84403 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| EYE CARE 4 KIDS FOUNDATION | ||||||||
| 6911 S STATE STREET | MIDVALE | UT | 84047 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |
| EPICENTER | ||||||||
| 180 S BROADWAY PO BOX 444 | GREEN RIVER | UT | 84525 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| ENGLISH SKILLS LEARNING CENTER | ||||||||
| 4444 S 700 E SUITE 100 | SALT LAKE CITY | UT | 84107 | NONE | PC | GENERAL CHARITABLE PURPOSES | $45,000 | |
| ENGLISH LANGUAGE CENTER OF CACHE VALLEY | ||||||||
| 1544 N 200 W | LOGAN | UT | 84341 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |
| ALIGHT | ||||||||
| 1312 17TH STREET SUITE 732 | DENVER | CO | 80202 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |
| CHILDREN'S THEATRE (PARKER THEATRE) | ||||||||
| 3605 S STATE ST | SOUTH SALT LAKE | UT | 84111 | NONE | PC | GENERAL CHARITABLE PURPOSES | $7,500 | |
| ADOPT-A-NATIVE-ELDER | ||||||||
| 328 GREGSON AVE S | SOUTH SALT LAKE | UT | 84115 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |
| BUILDING YOUTH AROUND THE WORLD | ||||||||
| 198 E 4500 S | MURRAY | UT | 84107 | 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 | $10,000 | |
| BOX ELDER COMMUNITY PANTRY | ||||||||
| PO BOX 22 | BRIGHAM CITY | UT | 84302 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |
| BOUNTIFUL CHILDRENS FOUNDATION (LIAHONA) | ||||||||
| 305 E 1230 N | SPRINGVILLE | UT | 84663 | NONE | PC | GENERAL CHARITABLE PURPOSES | $100,000 | |
| FRIENDS FOR SIGHT | ||||||||
| 661 S 200 E | SALT LAKE CITY | UT | 84111 | NONE | PC | GENERAL CHARITABLE PURPOSES | $15,000 | |
| FRIENDS OF THE COALITION | ||||||||
| 299 E 900 S | PROVO | UT | 84606 | NONE | PC | GENERAL CHARITABLE PURPOSES | $40,000 | |
| NATIONAL KIDNEY FOUNDATION INC | ||||||||
| 3707 NORTH CANYON ROAD SUITE 1D | PROVO | UT | 84604 | NONE | PC | GENERAL CHARITABLE PURPOSES | $30,000 | |
| BYU - CENTER FOR LAW AND RELIGION STUDIES | ||||||||
| B-72 | PROVO | UT | 84604 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |
| ABILITY FOUNDATION | ||||||||
| 5236 GREENPINE DRIVE | SALT LAKE CITY | UT | 84123 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| BEST SEAT IN THE HOUSE | ||||||||
| 1570 EAST 8600 SOUTH | SANDY | UT | 84093 | NONE | PC | GENERAL CHARITABLE PURPOSES | $2,500 | |
| FREE WHEELCHAIR MISSION | ||||||||
| 15279 ALTON PARKWAY SUITE 300 | IRVINE | CA | 32618 | NONE | PC | GENERAL CHARITABLE PURPOSES | $15,000 | |
| BIG BROTHERS - BIG SISTERS OF UTAH | ||||||||
| 151 EAST 5600 SOUTH STE 200 | MURRAY | UT | 84107 | NONE | PC | GENERAL CHARITABLE PURPOSES | $15,000 | |
| BILL OF RIGHTS INSTITUTE | ||||||||
| 1310 N COURTHOUSE RD 620 | ARLINGTON | VA | 22201 | NONE | PC | GENERAL CHARITABLE PURPOSES | $200,000 | |
| CHILDREN'S SERVICE SOCIETY OF UTAH | ||||||||
| 124 S 400 E 400 | SALT LAKE CITY | UT | 84111 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50,000 | |
| CHILDREN'S CENTER | ||||||||
| 350 S 400 E | SALT LAKE CITY | UT | 84111 | NONE | PC | GENERAL CHARITABLE PURPOSES | $40,000 | |
| CENTER FOR LATTER-DAY SAINTS ARTS INC | ||||||||
| PO BOX 230465 | NEW YORK | NY | 10023 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| CANYON CREEK WOMEN'S CRISIS CENTER | ||||||||
| 297 N COVE DRIVE | CEDAR CITY | UT | 84720 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |
| CALLED2SERVE FOUNDATION | ||||||||
| PO BOX 299 | LEHI | UT | 84043 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |
| CACHE VALLEY COWBOY RENDEZVOUS | ||||||||
| 60 W CANYON ROAD | PARADISE | UT | 84328 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| CACHE REFUGEE AND IMMIGRANT CONNECTION | ||||||||
| 1115 N 200 E 130 | LOGAN | UT | 84341 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |
| CACHE COMMUNITY FOOD PANTRY INC | ||||||||
| 359 S MAIN STREET | LOGAN | UT | 84321 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |
| BYU - MUSEUM OF ART | ||||||||
| B-72 | PROVO | UT | 84604 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | |
| PACHYONYCHIA CONGENITA FUND | ||||||||
| PO BOX 17850 | HOLLADAY | UT | 84117 | NONE | PC | GENERAL CHARITABLE PURPOSES | $30,000 | |
| PEOPLE HELPING PEOPLE INC | ||||||||
| 265 EAST 100 SOUTH SUITE 280 | SALT LAKE CITY | UT | 84111 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |
| ROCKY MOUNTAIN INNOCENCE CENTER | ||||||||
| 358 S 700 E B235 | SALT LAKE CITY | UT | 84102 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| STONE OF HOPE YOUTH | ||||||||
| 3354 S LOS ALTOS | SALT LAKE CITY | UT | 84109 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| NOW I CAN FOUNDATION | ||||||||
| 1940 S 375 E | PROVO | UT | 84606 | NONE | PC | GENERAL CHARITABLE PURPOSES | $26,000 | |
| SANPETE PANTRY | ||||||||
| 1080 BLACKHAWK BLVD | MT PLEASANT | UT | 84647 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |
| JUNIOR ACHEVEMENT OF UTAH | ||||||||
| 515 SOUTH 700 EAST STE 1F | SALT LAKE CITY | UT | 84102 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| STELLA H OAKS CHARITABLE FOUNDATION | ||||||||
| 63 EAST 11400 SOUTH STE 331 | SANDY | UT | 84070 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |
| THE SALVATION ARMY | ||||||||
| 438 SOUTH 900 WEST | SALT LAKE CITY | UT | 84104 | NONE | PC | GENERAL CHARITABLE PURPOSES | $55,000 | |
| GRANARY ART CENTER | ||||||||
| 86 N MAIN ST | EPHRAIM | UT | 84627 | NONE | PC | GENERAL CHARITABLE PURPOSES | $9,500 | |
| GIRLS ON THE RUN UTAH INC | ||||||||
| 1625 FOOTHILL DRIVE | SALT LAKE CITY | UT | 84108 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| RIRIE-WOODBURY DANCE FOUNDATION | ||||||||
| 138 WEST BROADWAY | SALT LAKE CITY | UT | 84101 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| FRIENDS OF THE MOAB FOLK MUSIC FESTIVAL | ||||||||
| 150 EAST CENTER ST 101 | MOAB | UT | 84532 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| NEIGHBORHOOD HOUSE ASSOCIATION | ||||||||
| 1050 W 500 S | SALT LAKE CITY | UT | 84104 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |
| FRIENDS OF THE CHILDREN | ||||||||
| 5361 S 4220 W SUITE B | KEARNS | UT | 84118 | NONE | PC | GENERAL CHARITABLE PURPOSES | $15,000 | |
| RON MCBRIDE FOUNDATION | ||||||||
| PO BOX 71381 | SALT LAKE CITY | UT | 84121 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| PROJECT CONNECTION | ||||||||
| 2655 S LAKE ERIE DR SUITE B | WEST VALLEY CITY | UT | 84120 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| PREGNANCY RESOURCE CENTER OF SLC | ||||||||
| 644 SOUTH 900 EAST | SALT LAKE CITY | UT | 84102 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |
| OPEN DOORS SOCIAL SERVICES | ||||||||
| 1360 EAST 1450 SOUTH | CLEARFIELD | UT | 84015 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| POWER FORWARD UTAH | ||||||||
| 12080 E BIG COTTONWOOD CANYON RD | SALT LAKE CITY | UT | 84121 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | ESW 208 |
| PARK CITY TOTS | ||||||||
| 1850 SIDEWINDER SUITE 410 | PARK CITY | UT | 84060 | NONE | PC | GENERAL CHARITABLE PURPOSES | $15,000 | |
| OTHER SIDE ACADEMY | ||||||||
| 667 EAST 100 SOUTH | SALT LAKE CITY | UT | 84102 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50,000 | |
| SALT LAKE CITY POLICE FOUNDATION | ||||||||
| 29 SO STATE STREET 404 | SALT LAKE CITY | UT | 84111 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| NORTH SANPETE SCHOOL DISTRICT FOUNDATION | ||||||||
| 390 E 700 S | MT PLEASANT | UT | 84647 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| THANKSGIVING HEROES | ||||||||
| 12116 SOUTH SPRING WHEAT CIR | RIVERTON | UT | 84096 | NONE | PC | GENERAL CHARITABLE PURPOSES | $15,000 | |
| INTERMOUNTAIN HEALTHCARE FOUNDATION INC | ||||||||
| 36 SOUTH STATE STREET | SALT LAKE CITY | UT | 84111 | NONE | PC | GENERAL CHARITABLE PURPOSES | $1,800,000 | |
| IHHELPP INC | ||||||||
| 2553 NORTH 1000 EAST | PROVO | UT | 84604 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |
| INTERPRETER FOUNDATION | ||||||||
| 152 WESTVIEW DRIVE | OREM | UT | 84058 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |
| THE FAMILY PLACE UTAH | ||||||||
| 1525 N 200 W | LOGAN | UT | 84341 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |
| HEALING THE CHILDREN (ROCKY MOUNTAINS) | ||||||||
| 4142 W 105TH WAY | WESTMINSTER | CO | 80031 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |
| HALE CENTRE THEATRE | ||||||||
| 9900 SOUTH MONROE STREET | SANDY | UT | 84070 | NONE | PC | GENERAL CHARITABLE PURPOSES | $30,000 | |
| SUU - UTAH SHAKESPEARE FESTIVAL | ||||||||
| 351 W CENTER ST | CEDAR CITY | UT | 84720 | NONE | PC | GENERAL CHARITABLE PURPOSES | $150,000 | |
| FRIENDS OF SL COUNTY CHILDREN'S JUSTICE | ||||||||
| PO BOX 1871 | DRAPER | UT | 84020 | NONE | PC | GENERAL CHARITABLE PURPOSES | $15,000 | |
| FRIENDS OF ARCHES & CANYONLANDS PARKS | ||||||||
| 2282 S WEST RESOURCE BLVD PO BOX | MOAB | UT | 84532 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | 1680 |
| GUADALUPE CENTER EDUCATIONAL PROGRAMS INC | ||||||||
| 1385 N 1200 W | SALT LAKE CITY | UT | 84116 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| SPRINGVILLE MUSEUM OF ART | ||||||||
| 126 E 400 S | SPRINGVILLE | UT | 84663 | NONE | PC | GENERAL CHARITABLE PURPOSES | $15,000 | |
| LEADERSHIP INSTITUTE | ||||||||
| 1101 N HIGHLAND STREET | ARLINGTON | VA | 22201 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50,000 | |
| UTAHS FIRST LADY FOUNDATION | ||||||||
| 4492 CREST RIDGE RD | LEHI | UT | 84043 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| CENTRO HISPANO | ||||||||
| 650 W 100 N | PROVO | UT | 84601 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |
| UTAH YOUTH VILLAGE | ||||||||
| 5800 S HIGHLAND DR | SALT LAKE CITY | UT | 84121 | NONE | PC | GENERAL CHARITABLE PURPOSES | $150,000 | |
| WOLF CREEK FOUNDATION | ||||||||
| PO BOX 313 | EDEN | UT | 84310 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | |
| CAPITAL RESEARCH CENTER | ||||||||
| 1513 16TH ST NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL CHARITABLE PURPOSES | $120,000 | |
| UTAH NEIGHBORHOOD CONNECTION | ||||||||
| 789 2ND STREET | OGDEN | UT | 84404 | NONE | PC | GENERAL CHARITABLE PURPOSES | $15,000 | |
| UTAH SCHOOLS FOR THE DEAF AND BLIND | ||||||||
| 742 HARRISON BLVD | OGDEN | UT | 84404 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| UTAH STATE BOARD OF EDUCATION | ||||||||
| 250 EAST 500 SOUTH | SALT LAKE CITY | UT | 84114 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50,000 | |
| UTAH 1033 FOUNDATION | ||||||||
| PO BOX 4522 | PARK CITY | UT | 84060 | NONE | PC | GENERAL CHARITABLE PURPOSES | $15,000 | |
| ABOUT LOVE AND LANGUAGE | ||||||||
| 1211 N 220 E | PLEASANT GROVE | UT | 84062 | NONE | PC | GENERAL CHARITABLE PURPOSES | $6,000 | |
| UNIFIED POLICE DEPARTMENT | ||||||||
| 3365 SOUTH 900 WEST | SALT LAKE CITY | UT | 84119 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| DREAM INSTITUTE INC | ||||||||
| 980 WEST FIELD AVE 843010 | HILDALE | UT | 84784 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| DESERET TRUST COMPANY | ||||||||
| 50 E NORTH TEMPLE FL 22 | SALT LAKE CITY | UT | 84150 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000,000 | |
| DOCTORS VOLUNTEER CLINIC OF ST GEORGE | ||||||||
| 1036 E RIVERSIDE DR | ST GEORGE | UT | 84790 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |
| AMERICAN DIABETES ASSOCIATION | ||||||||
| PO BOX 7023 | MERRIFIELD | VA | 22116 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | |
| YOUNG WOMEN'S CHRISTIAN ASSOCIATION OF UT | ||||||||
| 322 EAST 300 SOUTH | SALT LAKE CITY | UT | 84111 | NONE | PC | GENERAL CHARITABLE PURPOSES | $60,000 | |
| CONSTITUTING AMERICA INC | ||||||||
| 9382 MOUNT VERNON CIRCLE | ALEXANDRIA | VA | 22309 | NONE | PC | GENERAL CHARITABLE PURPOSES | $40,000 | |
| MOUNTAIN MEDIATION CENTER | ||||||||
| PO BOX 681552 | PARK CITY | UT | 84068 | NONE | PC | GENERAL CHARITABLE PURPOSES | $7,500 | |
| MOUNT LIBERTY COLLEGE CORPORATION | ||||||||
| 5286 S COMMERCE DRIVE SUITE B-218 | MURRAY | UT | 84107 | NONE | PC | GENERAL CHARITABLE PURPOSES | $15,000 | |
| SOUTH VALLEY SANCTUARY INC | ||||||||
| PO BOX 1028 | WEST JORDAN | UT | 84084 | NONE | PC | GENERAL CHARITABLE PURPOSES | $60,000 | |
| SOUTHEASTERN COMMUNITY ACTION PARTNERSHIP | ||||||||
| 252 S FAIRGROUNDS RD | PRICE | UT | 84501 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |
| LYRICAL OPERA THEATER | ||||||||
| 7903 S PALLADIUM DR | WEST JORDAN | UT | 84088 | NONE | PC | GENERAL CHARITABLE PURPOSES | $8,000 | |
| LIFTING HANDS INTERNATIONAL | ||||||||
| 2543 S 1700 E | SALT LAKE CITY | UT | 84106 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |
| LIBERTY LIVES FOREVER | ||||||||
| 1530 S ZANG STREET | LAKEWOOD | CO | 80228 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 | |
| LEARNING CENTER FOR FAMILIES (ROOT KIDS) | ||||||||
| 1101 HIGHLAND STREET | ARLINGTON | VA | 22201 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||||
| PO BOX 58768 | SALT LAKE CITY | UT | 84158 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| EMPOWER MALI | ||||||||
| 10412 N OAK CIRCLE | HIGHLAND | UT | 84003 | NONE | PC | GENERAL CHARITABLE PURPOSES | $30,000 | |
| CONTINUE MISSION | ||||||||
| 1002 WEST 900 SOUTH | WOODS CROSS | UT | 84087 | NONE | PC | GENERAL CHARITABLE PURPOSES | $700 | |
| WASTELESS SOLUTIONS INC | ||||||||
| 999 E MURRAY HOLLADAY RD SUITE 202 | SALT LAKE CITY | UT | 84117 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | |
| UTAH DISPUTE RESOLUTION | ||||||||
| 645 S 200 E | SALT LAKE CITY | UT | 84111 | NONE | PC | GENERAL CHARITABLE PURPOSES | $15,000 | |
| UTAH DOWN SYNDROME FOUNDATION | ||||||||
| 1248 BULLION STREET | MURRAY | UT | 84123 | NONE | PC | GENERAL CHARITABLE PURPOSES | $40,000 | |
| UTAH FILM CENTER | ||||||||
| 50 W BROADWAY 1125 | SALT LAKE CITY | UT | 84101 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| WASATCH FORENSIC NURSES | ||||||||
| 1565 EAST 3300 SOUTH | SALT LAKE CITY | UT | 84106 | NONE | PC | GENERAL CHARITABLE PURPOSES | $12,500 | |
| CITIZENS AGAINST PHYSICAL & SEXUAL ABUSE | ||||||||
| 308 W 1000 N | LOGAN | UT | 84321 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50,000 | |
| ASPEN MAGDALENE HOUSE INC | ||||||||
| PO BOX 522006 | SALT LAKE CITY | UT | 84152 | NONE | POF | GENERAL CHARITABLE PURPOSES | $55,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $28,012,367 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,921,271 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $11,939,625 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RE SALES, TIFF & IMPACT FEES | Desc |
| Business | 531390 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,662,062 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,662,062 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $21,860,896 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $23,522,958 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING SERVICES | CategoryTxt |
| Amt | $17,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $17,000 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt |
|---|---|---|---|---|---|---|---|---|---|---|
| ZION CANYON MESA | ||||||||||
| BOX 145 | SPRINGDALE | UT | 84767 | 2024-02-15 | $30,000 | COMMONS & RESIDENCIES BUILDING CONSTRUCTION | $30,000 | NONE | 11/25/24 | 2024-11-25 |
| THOM & GAIL WILLIAMSEN FAMILY FOUNDATION | ||||||||||
| 6900 S 900 E 230 | MIDVALE | UT | 84047 | 2024-04-24 | $1,161,000 | CHARITABLE GRANTS AND ADMINISTRATIVE EXPENSES | $1,148,998 | NONE | 2/6/25 | 2025-02-06 |
| CROCKER CATALYST FOUNDATION | ||||||||||
| 2825 E COTTONWOOD PKY 330 | SALT LAKE CITY | UT | 84121 | 2024-02-29 | $6,075,000 | CHARITABLE GRANTS AND ADMINISTRATIVE EXPENSES | $4,789,473 | NONE | 8/6/25 | 2025-08-06 |
| ASPEN MAGDALENE HOUSE INC | ||||||||||
| PO BOX 522006 | SALT LAKE CITY | UT | 84152 | 2024-02-15 | $55,000 | CHARITABLE GRANTS AND ADMINISTRATIVE EXPENSES | $55,000 | NONE | 9/18/25 | 2025-09-18 |
| GIRLS HOPE RESCUE MISSION | ||||||||||
| 5426 N 2300 W | CEDAR CITY | UT | 84121 | 2024-05-14 | $25,000 | CHARITABLE GRANTS AND ADMINISTRATIVE EXPENSES | $25,000 | NONE | 6/29/24 | 2024-06-29 |
| THE GOOD SAMARITAN FOUNDATION | ||||||||||
| 6925 S UNION PARK CTR STE 500 | COTTONWOOD HEIGHTS | UT | 84047 | 2024-08-30 | $110,000 | CHARITABLE GRANTS AND ADMINISTRATIVE EXPENSES | $110,000 | NONE | 11/25/24 | 2024-11-25 |
| THOM & GAIL WILLIAMSEN FAMILY FOUNDATION | ||||||||||
| 6900 S 900 E 230 | MIDVALE | UT | 84047 | 2023-03-14 | $1,089,124 | CHARITABLE GRANTS AND ADMINISTRATIVE EXPENSES | $1,089,124 | NONE | 03/18/24; 02/06/25 | 2025-02-06 |
| CROCKER CATALYST FOUNDATION | ||||||||||
| 2825 E COTTONWOOD PKY 330 | SALT LAKE CITY | UT | 84121 | 2023-01-30 | $5,000,000 | CHARITABLE GRANTS AND ADMINISTRATIVE EXPENSES | $5,000,000 | NONE | 02/05/24; 08/06/25 | 2025-08-06 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (7 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| NAPIER PARK DEEP VALUE CREDIT | $178,174 | $178,174 |
| INTEREST RECEIVABLE | $291,621 | $291,621 |
| ARENA NEW ZEALAND | $747,153 | $747,153 |
| GMO DISLOC | $7,453,055 | $7,453,055 |
| GRAHAM - QUANT MACRO | $8,425,269 | $8,425,269 |
| MSD | $9,549,382 | $9,549,382 |
| GRAHAM - MULTI ALPHA | $15,561,571 | $15,561,571 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (139 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| YUM CHINA HLDGS INC | $38,006 | $38,006 |
| DEERE & COMPANY | $56,351 | $56,351 |
| INSIGHT ENTERPRISES INC | $70,574 | $70,574 |
| ADVANCED DRAINAGE | $75,949 | $75,949 |
| ALIBABA GROUP HLDG | $76,989 | $76,989 |
| BALL CORP COM NPV | $84,955 | $84,955 |
| ROCHE HLDG LTD | $87,758 | $87,758 |
| LIBERTY BROADBAND SER A | $88,488 | $88,488 |
| YUM BRANDS INC | $97,534 | $97,534 |
| WORKDAY INC COM USD | $98,051 | $98,051 |
| PE GSO MEZZANINE FUND | $98,711 | $98,711 |
| COLUMBIA BANKING SYSTEM INC | $100,450 | $100,450 |
| PAYPAL HOLDINGS | $102,761 | $102,761 |
| NIKE INC CLASS B | $103,138 | $103,138 |
| NOVARTIS A G | $105,581 | $105,581 |
| ILLUMINA INC COM | $107,171 | $107,171 |
| BLOCK INC CL A | $114,312 | $114,312 |
| EXPEDITORS INTL WASH | $118,081 | $118,081 |
| THERMO FISHER SCIENTIFIC INC | $130,058 | $130,058 |
| SEI INVESTMENTS CO | $133,948 | $133,948 |
| FACTSET RESH SYS INC | $136,400 | $136,400 |
| NOVO-NORDISK A S ADR | $139,524 | $139,524 |
| LIBERTY BROADBAND SER C | $144,063 | $144,063 |
| REGENERON | $151,014 | $151,014 |
| PROSPERITY | $156,728 | $156,728 |
| DISCOVER FINANCIAL SERVICES | $160,931 | $160,931 |
| QUALCOMM INC | $161,608 | $161,608 |
| INTUITIVE SURGICAL | $171,725 | $171,725 |
| STARBUCKS CORP COM | $172,463 | $172,463 |
| SIMPSON MFG INC COM | $179,262 | $179,262 |
| KINSALE CAP GROUP INC COM | $180,005 | $180,005 |
| MANHATTAN ASSOCS INC | $182,952 | $182,952 |
| GRACO INC | $184,511 | $184,511 |
| HENRY JACK & ASSOC | $195,109 | $195,109 |
| FACTSET RESH SYS INC | $199,316 | $199,316 |
| FTI CONSULTING INC | $212,537 | $212,537 |
| BROADRIDGE | $213,203 | $213,203 |
| POOL CORP COM | $214,792 | $214,792 |
| SERVICE CORP INTL | $217,749 | $217,749 |
| ULTA BEAUTY INC COM | $223,989 | $223,989 |
| VERTEX PHARMACEUTCLS | $236,385 | $236,385 |
| NORDSON CORP COM | $252,762 | $252,762 |
| MONSTER BEVERAGE | $255,757 | $255,757 |
| BIO-TECHNE CORP | $257,291 | $257,291 |
| KIRBY CORP | $263,230 | $263,230 |
| BLACKBAUD INC | $264,042 | $264,042 |
| ENVISTA HLDGS CORP | $274,439 | $274,439 |
| SHOPIFY INC | $287,835 | $287,835 |
| DISNEY WALT CO | $288,731 | $288,731 |
| TYLER TECHNOLOGIES INC | $302,736 | $302,736 |
| HUNT J B TRANS SVCS | $303,263 | $303,263 |
| AVERY DENNISON CORP | $310,449 | $310,449 |
| AUTODESK INC COM | $317,147 | $317,147 |
| ALPHABET INC CAP STK CL C | $334,794 | $334,794 |
| WEX INC COM | $339,069 | $339,069 |
| AFFILIATED MANAGERS | $341,732 | $341,732 |
| JONES LANG LASALLE | $343,005 | $343,005 |
| TRANSUNION COM | $354,708 | $354,708 |
| IDEX CORP | $360,188 | $360,188 |
| COLUMBIA SPORTSWEAR | $362,242 | $362,242 |
| TELEFLEX INC | $364,147 | $364,147 |
| SALESFORCE COM INC | $367,094 | $367,094 |
| BAYER AG SPON ADR EACH REP | $379,239 | $379,239 |
| ALPHABET INC CAP STK CL A | $380,114 | $380,114 |
| ELEVANCE HEALTH INC COM | $391,403 | $391,403 |
| CHARTER | $398,299 | $398,299 |
| LANDSTAR SYSTEMS INC | $423,807 | $423,807 |
| HILTON WORLDWIDE | $424,374 | $424,374 |
| ALCOA CORP COM | $429,521 | $429,521 |
| ARAMARK COM | $442,347 | $442,347 |
| GE VERNOVOA INC COM | $448,332 | $448,332 |
| LONDON STOCK EXCHANGE GROUP | $459,045 | $459,045 |
| WELLS FARGO CO NEW | $464,427 | $464,427 |
| SEI INVESTMENTS CO | $465,930 | $465,930 |
| DOLBY LABORATORIES | $475,473 | $475,473 |
| RPM INTL INC | $475,627 | $475,627 |
| APTARGROUP INC | $484,182 | $484,182 |
| BOOZ ALLEN HAMILTON CLASS A | $484,942 | $484,942 |
| MICROSOFT CORP | $485,568 | $485,568 |
| CHOICE HOTEL INTL | $488,695 | $488,695 |
| BOEING CO | $495,600 | $495,600 |
| CACI INTL INC CL A | $509,924 | $509,924 |
| VISA INC COM CL A | $512,617 | $512,617 |
| LENNOX INTL INC | $518,514 | $518,514 |
| CASEYS GEN STORES | $519,458 | $519,458 |
| LKQ CORP | $527,657 | $527,657 |
| BROWN &BROWN INC COM | $540,400 | $540,400 |
| ORACLE CORP COM | $546,579 | $546,579 |
| BURLINGTON STORES | $555,582 | $555,582 |
| PE BLACKSTONE BTAS | $560,438 | $560,438 |
| HUMANA INC | $560,699 | $560,699 |
| VISA INC COM CL A | $568,872 | $568,872 |
| TRIMBLE INC COM | $599,409 | $599,409 |
| MORNINGSTAR INC COM | $648,600 | $648,600 |
| CAPITAL ONE | $662,637 | $662,637 |
| PROSUS N.V. SPON ADR | $664,594 | $664,594 |
| MARKEL CORP HLDG CO | $674,956 | $674,956 |
| NETFLIX COM INC COM | $683,642 | $683,642 |
| AMAZON.COM INC | $683,839 | $683,839 |
| TAIWAN SEMICONDUCTOR MANUFACTURING SPON | $746,907 | $746,907 |
| PE LONE STAR FUND IV | $764,538 | $764,538 |
| CARLISLE COS INC COM | $770,138 | $770,138 |
| COMCAST CORP NEW | $788,993 | $788,993 |
| UNITED HEALTH GROUP INC | $790,659 | $790,659 |
| AERCAP HOLDINGS N.V. | $792,970 | $792,970 |
| SHELL PLC SPON ADS EA | $804,175 | $804,175 |
| SAP ADR REP 1 | $809,785 | $809,785 |
| META PLATFORMS INC | $861,285 | $861,285 |
| GODADDY INC CL A | $872,968 | $872,968 |
| MICROSOFT CORP | $922,242 | $922,242 |
| WOODWARD INC COM | $931,786 | $931,786 |
| BERKLEY W R CORP | $946,795 | $946,795 |
| WORKDAY INC COM | $965,548 | $965,548 |
| AON PLC COM USD0.01 | $982,662 | $982,662 |
| PE CARLYLE EUROPE IV | $995,239 | $995,239 |
| NVIDIA CORP | $1,066,263 | $1,066,263 |
| ALPHABET INC CAP STK CL C | $1,215,007 | $1,215,007 |
| META PLATFORMS INC | $1,221,374 | $1,221,374 |
| PE CZECH III SENIOR LOAN | $1,228,867 | $1,228,867 |
| TESLA INC | $1,228,885 | $1,228,885 |
| CONOCOPHILLIPS | $1,229,906 | $1,229,906 |
| CERBERUS NPL | $1,246,218 | $1,246,218 |
| AMAZON.COM INC | $1,902,331 | $1,902,331 |
| DOUBLELINE TOTAL RETURN BOND FUND | $3,073,197 | $3,073,197 |
| BRECKINRIDGE GOVT/CRED69 | $4,485,118 | $4,485,118 |
| PE SILVER LAKE FUND IL | $5,065,235 | $5,065,235 |
| CIM ENTERPRISE LOAN FUND, L.P. | $6,425,330 | $6,425,330 |
| BRECKINRIDGE GOVT/CRED70 | $6,431,729 | $6,431,729 |
| VANGUARD INFL PROTECTED | $6,525,617 | $6,525,617 |
| PACIFIC RIDGE CAPITAL | $8,483,809 | $8,483,809 |
| ABR 75/25 VOLITILITY | $10,264,384 | $10,264,384 |
| VANGUARD SMALL CAP VALUE | $10,525,934 | $10,525,934 |
| ID GQG INT'L EQUITY | $16,914,308 | $16,914,308 |
| SM VANGUARD SMID INDEX | $17,839,025 | $17,839,025 |
| GLOBAL ISHARES | $18,035,285 | $18,035,285 |
| VANGUARD LARGE VALUE ETF | $22,320,851 | $22,320,851 |
| VANGUARD S&P 500 ETF | $27,913,591 | $27,913,591 |
| INVESCO EXCHANGE | $44,695,741 | $44,695,741 |
| US EQUITY SECURITIES | $49,336,316 | $49,336,316 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $26,850,778 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $26,850,778 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AI AQR DIVERSIFYING | FMV | $7,403,923 | $7,403,923 |
| INVESTMENT REAL ESTATE SUBS | FMV | $58,277,211 | $58,277,211 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL SERVICES | CategoryTxt |
| Legal Fees | $116,827 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $106,380 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MEALS & ENTERTAINMENT | $3,456 | $0 | $3,456 |
| INSURANCE | $37,090 | $0 | $37,232 |
| POSTAGE | $839 | $0 | $839 |
| DATA PROCESSING | $13,668 | $0 | $13,668 |
| SUPPLIES | $1,799 | $0 | $1,799 |
| MISCELLANEOUS | $824 | $22 | $820 |
| INVESTMENT EXPENSES FROM PS | $0 | $627,455 | $0 |
| RENTAL EXPENSES | $0 | $8,654 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| CZECZECH III SENIOR LOAN TRUST | $117,474 | ||
| LS REAL ESTATE IV | $1,693 | ||
| CIM ENTERPRISE LOAN FUND | $542,065 | ||
| CERBERUS GLOBAL PFIC | $37,231 | ||
| RE SALES, TIFF & IMPACT FEES | $1,662,062 | $1,662,062 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED APPRECIATION | Desc |
| Amt | $20,679,284 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT SERVICES | $1,195,600 | $1,195,600 | $0 |
| OTHER PROFESSIONAL FEES | $493,271 | $0 | $489,666 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN WITHHOLDING TAX | $9,322 | $9,322 | $0 |
| UBIT & EXCISE TAX ON INVESTMENT INCOME | $302,132 | $0 | $0 |