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SORENSON LEGACY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
SORENSON LEGACY FOUNDATION (EIN 45-3240491)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-08
IRS object ID
201843129349101204
Schema version
2017v2.3
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)
Return2018-11-08T17:01:17-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

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 Begin2017-01-01TaxPeriodBeginDt

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
Signature2018-11-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL R CRIDDLE CPAPreparerPersonNm
PTINP00355202PTIN
Phone8015322200PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address8.39.233.83IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-11-06IPDt
IP Tm13:13:52IPTm
IP TimezoneMSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id48A89017C21F43DE3F09471A9B95A07083663D60AtSubmissionCreationDeviceId
At Submission Filing Device IdDDA4957984720C68BFAC59046CC896C0765E2398AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$573,146,742FMVAssetsEOYAmt
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$11,210,928DividendsRevAndExpnssAmt
Dividends Net Invst Incm$12,279,586DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$11,918,400NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$11,918,400GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$10,745,884CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$415,136OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$23,129,328TotalRevAndExpnssAmt
Total Net Invst Incm$23,440,606TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$533,500CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$87,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$328,000CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$164,131LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$22,037LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$156,179LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$17,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$17,000AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$1,702,674OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,391,663OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$272,341OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$25,728InterestRevAndExpnssAmt
Interest Net Invst Incm$32,953InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$522,330TaxesRevAndExpnssAmt
Taxes Net Invst Incm$42,165TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$2,102TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$1,191TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$911TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$49,662OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$366,391OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$47,456OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,017,127TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,943,400TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$821,887TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$27,462,571ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$27,462,571ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$30,479,698TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,943,400TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$28,284,458TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$7,350,370ExcessRevenueOverExpensesAmt
Net Investment Income$21,497,206NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$336,940CashBOYAmt
Cash EOY$148,413CashEOYAmt
Cash EOYFMV$148,413CashEOYFMVAmt
Sav And Temp Cash Invst BOY$30,607,800SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$7,743,131SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$7,743,131SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl BOY$169,946AcctRcvblBOYAmt
Rcvbl From Officers BOY$13,440,518RcvblFromOfficersBOYAmt
Rcvbl From Officers EOY$7,511,116RcvblFromOfficersEOYAmt
Rcvbl From Officers EOYFMV$7,511,116RcvblFromOfficersEOYFMVAmt
Prepaid Expenses BOY$22,329PrepaidExpensesBOYAmt
Prepaid Expenses EOY$20,024PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$20,024PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$7,213,918USGovernmentObligationsBOYAmt
US Government Obligations EOY$20,964,349USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$20,964,349USGovtObligationsEOYFMVAmt
Corporate Stock BOY$290,607,705CorporateStockBOYAmt
Corporate Stock EOY$369,162,007CorporateStockEOYAmt
Corporate Stock EOYFMV$369,162,007CorporateStockEOYFMVAmt
Corporate Bonds BOY$39,523,533CorporateBondsBOYAmt
Corporate Bonds EOY$28,610,184CorporateBondsEOYAmt
Corporate Bonds EOYFMV$28,610,184CorporateBondsEOYFMVAmt
Other Investments BOY$146,883,850OtherInvestmentsBOYAmt
Other Investments EOY$131,483,850OtherInvestmentsEOYAmt
Other Investments EOYFMV$138,987,518OtherInvestmentsEOYFMVAmt
Total Assets BOY$528,806,539TotalAssetsBOYAmt
Total Assets EOY$565,643,074TotalAssetsEOYAmt
Total Assets EOYFMV$573,146,742TotalAssetsEOYFMVAmt
Accounts Payable BOY$34,625AccountsPayableBOYAmt
Accounts Payable EOY$139,844AccountsPayableEOYAmt
Mortgages And Notes Payable BOY$1,802,179MortgagesAndNotesPayableBOYAmt
Mortgages And Notes Payable EOY$7,532,484MortgagesAndNotesPayableEOYAmt
Total Liabilities BOY$1,836,804TotalLiabilitiesBOYAmt
Total Liabilities EOY$7,672,328TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$545,346,770AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$583,698,151AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$18,377,035RetainedEarningBOYAmt
Retained Earning EOY-$25,727,405RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$526,969,735TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$557,970,746TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$528,806,539TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$565,643,074TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$526,969,735TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$7,350,370ExcessRevenueOverExpensesAmt
Other Increases$38,351,381OtherIncreasesAmt
Subtotal$557,970,746SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$557,970,746TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
CAPITAL GAINSP2016-01-012017-12-31$10,868,400$10,868,400$10,868,400
ROSECREST K-1 ADJUSTMENTP2016-01-012017-12-31$1,050,000$0$0$1,050,000
LS REAL ESTATE IV ADJUSTMENTP2016-01-012017-12-31$339,753$339,753$339,753
ML WINTON FUTURE ACCESS ADJUSTMENTP2016-01-012017-12-31$20,930$20,930$20,930
JLS REVOCABLE TRUSTP2016-01-012017-12-31-$483,199-$483,199$483,199
FieldValueIRS element (for citing)
Capital Gain Net Income$10,745,884CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$36,007,498AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$583,309,671NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.061730DistributionYr1Rt
Adjusted Qlfy Distri Yr2$33,015,778AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$620,405,209NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.053216DistributionYr2Rt
Adjusted Qlfy Distri Yr3$33,226,530AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$647,202,824NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.051339DistributionYr3Rt
Adjusted Qlfy Distri Yr4$30,701,104AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$634,246,714NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.048406DistributionYr4Rt
Adjusted Qlfy Distri Yr5$24,545,076AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$573,122,208NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.042827DistributionYr5Rt
Total Distribution0.257518TotalDistributionRt
Average Distribution0.051504AverageDistributionRt
Net Vl Noncharitable Assets$538,765,916NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$27,748,600AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$214,972NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$27,963,572AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$28,284,458QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$214,972InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$214,972SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$214,972TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$431,027EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$431,027TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$216,055OverpaymentAmt
Applied To ES Tax$216,055AppliedToESTaxAmt
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

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$41,000$0$0
GARY CROCKER
6900 S 900 E SUITE 230MIDVALEUT84047DIRECTOR3.00$38,000$0$0
CHRISTINE HARRIS
6900 S 900 E SUITE 230MIDVALEUT84047DIRECTOR4.00$42,500$0$0
DALE HARRIS
6900 S 900 E SUITE 230MIDVALEUT84047DIRECTOR5.00$54,500$0$0
SHAUNA JOHNSON
6900 S 900 E SUITE 230MIDVALEUT84047DIRECTOR5.00$54,500$0$0
RALPH JOHNSON
6900 S 900 E SUITE 230MIDVALEUT84047DIRECTOR6.00$71,000$0$0
CAROL SMITH
6900 S 900 E SUITE 230MIDVALEUT84047DIRECTOR4.00$48,500$0$0
JOSEPH SORENSON
6900 S 900 E SUITE 230MIDVALEUT84047DIRECTOR/PRESIDENT5.00$59,000$0$0
KATHLEEN SORENSON
6900 S 900 E SUITE 230MIDVALEUT84047DIRECTOR3.00$39,500$0$0
GAIL WILLIAMSEN
6900 S 900 E SUITE 230MIDVALEUT84047DIRECTOR4.00$45,500$0$0
THOM WILLIAMSEN
6900 S 900 E SUITE 230MIDVALEUT84047DIRECTOR3.00$39,500$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
MERRILL LYNCH
101 CALIFORNIA STREET SUITE 2100SAN FRANCISCOCA94111INVESTMENT MANAGEMENT$837,299
FIDELITY INVESTMENTS
200 SEAPORT BLVDBOSTONMA02210INVESTMENT MANAGEMENT$554,364
SORENSON DEVELOPMENT INC
2511 SOUTH WEST TEMPLESALT LAKE CITYUT84115CONSULTING$392,708
HOLLAND & HART
555 17TH STREET SUITE 3200DENVERCO80202LEGAL$55,874
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

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$525,262,653AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$21,707,820AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$546,970,473TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$546,970,473AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,204,557CashDeemedCharitableAmt
Net Vl Noncharitable Assets$538,765,916NetVlNoncharitableAssetsAmt
Minimum Investment Return$26,938,296MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$26,938,296MinimumInvestmentReturnAmt
Tax Based On Investment Income$214,972TaxBasedOnInvestmentIncomeAmt
Total Tax$214,972TotalTaxAmt
Distributable Before Adj$26,723,324DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$26,723,324DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$26,723,324DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$28,284,458ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$28,284,458QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$214,972PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$28,069,486AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$26,723,324DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$1,242,325ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$2,491,086ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$7,031,154ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$10,764,565TotalExcessDistributionCyovAmt
Qualifying Distributions$28,284,458QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$26,723,324AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,561,134RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$12,325,699TotalCorpusAmt
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$12,325,699ExcessDistriCyovToNextYrAmt
Excess From Year3$1,242,325ExcessFromYear3Amt
Excess From Year2$2,491,086ExcessFromYear2Amt
Excess From Year1$7,031,154ExcessFromYear1Amt
Excess From Current Year$1,561,134ExcessFromCurrentYearAmt

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 YEAR.SubmissionDeadlinesTxt
Restrictions On AwardsAPPLICATIONS MUST COMPLY WITH THE FOUNDATION'S POLICIES AND PROCEDURES.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (286 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
3 SQUARES INC
1615 S 1900 ESALT LAKE CITYUT84108NONEPCGENERAL CHARITABLE PURPOSES$25,000
ABILITY FOUNDATION
5236 GREENPINE DRIVESALT LAKE CITYUT84123NONEPCGENERAL CHARITABLE PURPOSES$15,000
ACADEMY FOR CREATING ENTERPRISE
2520 NORTH UNIVERSITY AVE SUITE 100PROVOUT84604NONEPCGENERAL CHARITABLE PURPOSES$50,000
ACIJ NATIONAL
1333 REGENT UNIVERSITY DRIVE SUITEVIRGINIA BEACHVA23464NONEPCGENERAL CHARITABLE PURPOSES$300,000101
AFRICA HELP LINE SOCIETY INC
8916 S 4420 WWEST JORDANUT84088NONEPCGENERAL CHARITABLE PURPOSES$18,498
AGAPE COMMUNITY CENTER
765 E 100 NPAYSONUT84651NONEPCGENERAL CHARITABLE PURPOSES$25,000
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$75,000
AMERICAN CANCER SOCIETY
941 E 3300 SSALT LAKE CITYUT84106NONEPCGENERAL CHARITABLE PURPOSES$112,000
AMERICAN FESTIVAL CHORUS & ORCHESTRA
4060 OLD MAIN HILLLOGANUT84322NONEPCGENERAL CHARITABLE PURPOSES$25,000
AMERICAN HEART ASSOCIATION
465 S 400 E SUITE 110SALT LAKE CITYUT84111NONEPCGENERAL CHARITABLE PURPOSES$25,000
AMERICAN INDIAN SERVICES
1902 NORTH CANYON ROAD SUITE 100PROVOUT84604NONEPCGENERAL CHARITABLE PURPOSES$70,000
AMERICAN RED CROSS
555 E 300 S SUITE 200SALT LAKE CITYUT84102NONEPCGENERAL CHARITABLE PURPOSES$40,000
ANASAZI FOUNDATION
1424 S STAPLEY DRIVEMESAAZ85204NONEPCGENERAL CHARITABLE PURPOSES$50,000
AND JUSTICE FOR ALL
205 N 400 WSALT LAKE CITYUT84103NONEPCGENERAL CHARITABLE PURPOSES$15,000
ANTI-BULLYING COALITION
9350 S 150 E 580SANDYUT84070NONEPCGENERAL CHARITABLE PURPOSES$30,000
APPLIED TECHNOLOGY FOUNDATION
508 E SOUTH TEMPLE A45SALT LAKE CITYUT84102NONEPCGENERAL CHARITABLE PURPOSES$30,000
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$10,000
ASIAN ASSOCIATION OF UTAH
1588 S MAJOR STREETSALT LAKE CITYUT84115NONEPCGENERAL CHARITABLE PURPOSES$60,000
ASSISTANCE LEAGUE OF SALT LAKE
PO BOX 9353SALT LAKE CITYUT84109NONEPCGENERAL CHARITABLE PURPOSES$15,000
ASSISTANCE LEAGUE OF SOUTHERN UTAH
1150 RIVERSIDE DRIVE 910728ST GEORGEUT84780NONEPCGENERAL CHARITABLE PURPOSES$2,500
BALLET WEST
50 W 200 SSALT LAKE CITYUT84101NONEPCGENERAL CHARITABLE PURPOSES$50,000
BEEHIVE EDUCATIONAL SERVICES
830 E 9400 SSANDYUT84094NONEPCGENERAL CHARITABLE PURPOSES$7,500
BIG BROTHERS-BIG SISTERS OF UTAH
151 E 5600 S SUITE 200MURRAYUT84107NONEPCGENERAL CHARITABLE PURPOSES$15,000
BOOK OF MORMON ARCHAEOLOGICAL FORUM
553 E 100 NAMERICAN FORKUT84003NONEPCGENERAL CHARITABLE PURPOSES$130,000
BOX ELDER COMMUNITY PANTRY
PO BOX 22BRIGHAM CITYUT84302NONEPCGENERAL CHARITABLE PURPOSES$25,000
BOYS AND GIRLS CLUBS OF GREATER SALT LAKE
PO BOX 57071MURRAYUT84157NONEPCGENERAL CHARITABLE PURPOSES$35,000
BOYS AND GIRLS CLUB OF NORTHERN UTAH
641 E 200 N 2BRIGHAM CITYUT84302NONEPCGENERAL CHARITABLE PURPOSES$12,000
BRENT AND CHERI ANDRUS CHARITABLE TRUST
15 SANDSTONE COVEPARK CITYUT84060NONEPCGENERAL CHARITABLE PURPOSES$120,000
BRIDGERLAND COMMUNITY ICE ARENA (ECCLES ICE)
2825 N 200 ELOGANUT84341NONEPCGENERAL CHARITABLE PURPOSES$9,500
BRIGHAM YOUNG UNIVERSITY
B-72PROVOUT84604NONEPCGENERAL CHARITABLE PURPOSES$1,595,893
BRIGHAM YOUNG UNIVERSITY - HAWAII
52-220 KULANUI STREETLAIEHI96762NONEPCGENERAL CHARITABLE PURPOSES$1,000,000
BUILDING YOUTH AROUND THE WORLD
198 E 4500 SMURRAYUT84107NONEPCGENERAL CHARITABLE PURPOSES$5,000
BYU - COLLEGE OF FAMILY HOME AND SOCIAL
B-72PROVOUT84604NONEPCGENERAL CHARITABLE PURPOSES$10,000
BYU - DAVID O MCKAY CENTER
B-72PROVOUT84604NONEPCGENERAL CHARITABLE PURPOSES$250,000
BYU - KENNEDY CENTER FOR INTERNATIONAL STUDIES
B-72PROVOUT84604NONEPCGENERAL CHARITABLE PURPOSES$150,000
BYU - MUSEUM OF ART
B-72PROVOUT84604NONEPCGENERAL CHARITABLE PURPOSES$25,000
BYU - WOMEN'S BASKETBALL
B-72PROVOUT84604NONEPCGENERAL CHARITABLE PURPOSES$20,000
CACHE VALLEY COWBOY RENDEZVOUS
60 W CANYON ROADPARADISEUT84328NONEPCGENERAL CHARITABLE PURPOSES$16,000
CAMBODIA JOB FOUNDATION
355 S ALPINE DRIVEALPINEUT84004NONEPCGENERAL CHARITABLE PURPOSES$10,000
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$25,000
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$12,500
CHILD AND FAMILY SUPPORT CENTER
380 W 400 NLOGANUT84341NONEPCGENERAL CHARITABLE PURPOSES$60,000
CHILDREN'S CENTER
350 S 400 ESALT LAKE CITYUT84111NONEPCGENERAL CHARITABLE PURPOSES$20,000
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$10,000
CHRISTMAS BOX INTERNATIONAL
3660 S WEST TEMPLESALT LAKE CITYUT84115NONEPCGENERAL CHARITABLE PURPOSES$25,000
COMMUNITY DEVELOPMENT CORPORATION
501 E 1700 SSALT LAKE CITYUT84105NONEPCGENERAL CHARITABLE PURPOSES$45,000
COMMUNITY NURSING SERVICES
2830 S REDWOOD ROADWEST VALLEY CITYUT84119NONEPCGENERAL CHARITABLE PURPOSES$85,000
CHURCH OF JESUS CHRIST OF LATER DAY SAINTS
50 E SOUTH TEMPLESALT LAKE CITYUT84150NONEPCGENERAL CHARITABLE PURPOSES$1,090,907
CRESCENDO FOUNDATION
654 N 800 E SUITE 423SPANISH FORKUT84660NONEPCGENERAL CHARITABLE PURPOSES$20,000
CROSSROADS URBAN CENTER
347 S 400 ESALT LAKE CITYUT84111NONEPCGENERAL CHARITABLE PURPOSES$20,000
DAVIS EDUCATION FOUNDATION
PO BOX 588FARMINGTONUT84025NONEPCGENERAL CHARITABLE PURPOSES$5,000
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$200,000
DALE B HULL FOUNDATION FOR NEUROLOGICAL REHAB (NEUROWORX)
10376 S JORDAN GATEWAYSOUTH JORDANUT84095NONEPCGENERAL CHARITABLE PURPOSES$500,000
DYSLEXIA CENTER OF UTAH
4587 W CEDAR HILLS DRIVE SUITE 110CEDAR HILLSUT84062NONEPCGENERAL CHARITABLE PURPOSES$35,000
EDIFICATION THROUGH MEDIA FOUNDATION
370 E 1250 NOREMUT84057NONEPCGENERAL CHARITABLE PURPOSES$15,000
ELIZABETH ACADEMY
1916 LAKEWOOD DRIVESALT LAKE CITYUT84117NONEPCGENERAL CHARITABLE PURPOSES$3,512,000
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$30,000
ENTRAIDE US INC
852 E NORTHCLIFFE DRIVESALT LAKE CITYUT84103NONEPCGENERAL CHARITABLE PURPOSES$80,000
EPICENTER
PO BOX 444GREEN RIVERUT84525NONEPCGENERAL CHARITABLE PURPOSES$50,000
EXCELLENCE IN THE COMMUNITY
10073 STONE WALL COURTSANDYUT84092NONEPCGENERAL CHARITABLE PURPOSES$20,000
FAMILY COUNSELING CENTER
3518 WASHINGTON BLVDOGDENUT84403NONEPCGENERAL CHARITABLE PURPOSES$25,000
FAMILY COUNSELING SERVICE OF NORTHERN UTAH
3518 WASHINGTON BLVDOGDENUT84403NONEPCGENERAL CHARITABLE PURPOSES$6,000
FAMILY PROMISE
71 SUMMIT AVENUESUMMITNJ07901NONEPCGENERAL CHARITABLE PURPOSES$10,000
FAMILY SUPPORT CENTER
1760 W 4805 STAYLORSVILLEUT84118NONEPCGENERAL CHARITABLE PURPOSES$85,000
FAMILY SUPPORT CENTER OF SW UTAH
751 S 300 ECEDAR CITYUT84720NONEPCGENERAL CHARITABLE PURPOSES$6,000
FAMILY SUPPORT CENTER OF WASHINGTON COUNTY
310 W 200 NST GEORGEUT84770NONEPCGENERAL CHARITABLE PURPOSES$8,000
FATHERS AND FAMILIES COALITION OF UTAH
5492 WEST CHANTRY ROADWEST VALLEY CITYUT84120NONEPCGENERAL CHARITABLE PURPOSES$10,000
FIGHT THE NEW DRUG
1680 S MAIN STREETSALT LAKE CITYUT84115NONEPCGENERAL CHARITABLE PURPOSES$50,000
FIRST STEP HOUSE INC
411 GRANT STREETSALT LAKE CITYUT84116NONEPCGENERAL CHARITABLE PURPOSES$20,000
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$55,000
FREE WHEELCHAIR MISSION
15279 ALTON PARKWAY 300IRVINECA92618NONEPCGENERAL CHARITABLE PURPOSES$44,000
FREEDOM FOUNDATION AT VALLEY FORGE
2231 E MURRAY HOLLADAY BLVDSALT LAKE CITYUT84117NONEPCGENERAL CHARITABLE PURPOSES$60,000
FREEDOMWORKS FOUNDATION
400 N CAPITOL STREET NW SUITE 765WASHINGTONDC20001NONEPCGENERAL CHARITABLE PURPOSES$25,000
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$5,000
FRIENDS OF SALT LAKE CITY POLICE ASSOCIATION
868 MCCLELLAND ST 3SALT LAKE CITYUT84102NONEPCGENERAL CHARITABLE PURPOSES$5,000
FRIENDS OF SWITCHPOINT INC
948 N 1300 WST GEORGEUT84770NONEPCGENERAL CHARITABLE PURPOSES$100,000
FRIENDS OF THE COALITION
299 E 900 SPROVOUT84606NONEPCGENERAL CHARITABLE PURPOSES$50,000
FRIENDS OF THE GREEN RIVER
PO BOX 191GREEN RIVERUT84525NONEPCGENERAL CHARITABLE PURPOSES$17,500
FRIENDSHIP MANOR
1320 E 500 SSALT LAKE CITYUT84102NONEPCGENERAL CHARITABLE PURPOSES$8,000
GIVE ME A CHANCE FOUNDATION
2913 GRANT AVEOGDENUT84401NONEPCGENERAL CHARITABLE PURPOSES$70,000
GOLDEN SPIKE TREATMENT RANCH INC
1537 W SAXON CIRCLESPRINGVILLEUT84663NONEPCGENERAL CHARITABLE PURPOSES$20,000
GRACEHOUSE CHILDREN'S PROJECT
765 S SKYLAKE DRIVEWOODLAND HILLSUT84653NONEPCGENERAL CHARITABLE PURPOSES$20,000
GRANITE EDUCATION FOUNDATION
2500 S STATE STREETSALT LAKE CITYUT84115NONEPCGENERAL CHARITABLE PURPOSES$10,000
GREAT SALT LAKE USBC
716 E 4500 S SUITE 142NSALT LAKE CITYUT84107NONEPCGENERAL CHARITABLE PURPOSES$11,000
GREEN RIVER CHEER ASSOCIATION
PO BOX 295GREEN RIVERUT84525NONEPCGENERAL CHARITABLE PURPOSES$25,000
GROW UTAH VENTURES
450 SIMMONS WAY 500KAYSVILLEUT84037NONEPCGENERAL CHARITABLE PURPOSES$70,000
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$40,000
HABITAT OF HUMANITY OF SOUTHWEST UTAH
835 S BLUFF STREETST GEORGEUT84770NONEPCGENERAL CHARITABLE PURPOSES$50,000
HANDS OF MAN INC
10067 N WILLOW CTCEDAR HILLSUT84062NONEPCGENERAL CHARITABLE PURPOSES$75,000
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
HELP INTERNATIONAL
455 N UNIVERSITY AVE 212PROVOUT84601NONEPCGENERAL CHARITABLE PURPOSES$23,000
HELPING HAND ASSOCIATION INC
974 E SOUTH TEMPLESALT LAKE CITYUT84102NONEPCGENERAL CHARITABLE PURPOSES$10,000
HERITAGE FOUNDATION
214 MASSACHUSETTS AVE NEWASHINGTONDC20003NONEPCGENERAL CHARITABLE PURPOSES$450,000
HOLDING OUT HELP
748 E PIONEER ROADDRAPERUT84020NONEPCGENERAL CHARITABLE PURPOSES$18,750
HOLE ON THE ROCK FOUNDATION
1345 MEADOWLARK ROADOREMUT84097NONEPCGENERAL CHARITABLE PURPOSES$75,000
HOUSE OF HOPE
857 E 200 SSALT LAKE CITYUT84102NONEPCGENERAL CHARITABLE PURPOSES$30,000
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$45,000
INTERMOUNTAIN HEALTHCARE
1380 E MEDICAL CENTER DRIVEST GEORGEUT84790NONEPCGENERAL CHARITABLE PURPOSES$750,000
INTERMOUNTAIN THERAPY ANIMALS
4050 S 2700 ESALT LAKE CITYUT84124NONEPCGENERAL CHARITABLE PURPOSES$10,000
INTERMOUNTAIN SPECIALIZED ABUSE TREATMENT
1555 W 2200 S SUITE AWEST VALLEY CITYUT84119NONEPCGENERAL CHARITABLE PURPOSES$20,000
INTERNATIONAL RESCUE COMMITTEE INC
PO BOX 3988SALT LAKE CITYUT84110NONEPCGENERAL CHARITABLE PURPOSES$20,000
IRON COUNTY CARE AND SHARE
222 W 900 NCEDAR CITYUT84721NONEPCGENERAL CHARITABLE PURPOSES$35,000
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$2,640,000
JORDAN RIVER FOUNDATION
872 S WOODRUFF WAYSALT LAKE CITYUT84108NONEPCGENERAL CHARITABLE PURPOSES$10,000
JORDAN VALLEY CONSERVATION GARDENS
8275 S 1300 WWEST JORDANUT84088NONEPCGENERAL CHARITABLE PURPOSES$25,000
JUNIOR ACHIEVEMENT OF UTAH
515 E 100 S SUITE 200SALT LAKE CITYUT84102NONEPCGENERAL CHARITABLE PURPOSES$10,000
JUNIOR LEAGUE OF SALT LAKE INC
526 E 300 SSALT LAKE CITYUT84102NONEPCGENERAL CHARITABLE PURPOSES$40,000
KANE COUNTY
76 N MAIN STREETKANABUT84741NONEPCGENERAL CHARITABLE PURPOSES$30,000
KIDNECTED WORLD
1234 S 1100 E 202SALT LAKE CITYUT84102NONEPCGENERAL CHARITABLE PURPOSES$25,000
KIDS ON THE MOVE INC
475 W 260 NOREMUT84057NONEPCGENERAL CHARITABLE PURPOSES$85,000
KONY CHARITIES
619 S BLUFF TOWER 1 SUITE 300ST GEORGEUT84770NONEPCGENERAL CHARITABLE PURPOSES$18,000
KOSTOPULOS DREAM FOUNDATION
2500 EMIGRATION CANYONSALT LAKE CITYUT84108NONEPCGENERAL CHARITABLE PURPOSES$70,000
LEGACY FILMS FOUNDATION
1896 S 800 ESALT LAKE CITYUT84010NONEPCGENERAL CHARITABLE PURPOSES$60,000
LEGACY MUSIC ALLIANCE INC
252 E 300 SSALT LAKE CITYUT84111NONEPCGENERAL CHARITABLE PURPOSES$22,500
LIAHONA CHILDREN'S NUTRITION & EDUCATION
274 N 550 ELINDONUT84042NONEPCGENERAL CHARITABLE PURPOSES$257,000
LIAHONA FOUNDATION
2464 W 450 SPLEASANT GROVEUT84062NONEPCGENERAL CHARITABLE PURPOSES$25,000
LIBERTY DAY INSTITUTE
3443 S GALENA STREET 120DENVERCO80231NONEPCGENERAL CHARITABLE PURPOSES$30,000
LIBERTY HILLS ACADEMY
1645 S 500 WBOUNTIFULUT84010NONEPCGENERAL CHARITABLE PURPOSES$10,000
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$10,000
MENTORS INTERNATIONAL
65 E WADSWORTH PARK DRIVE SUITE 207DRAPERUT84020NONEPCGENERAL CHARITABLE PURPOSES$20,000
MOAB VALLEY MULTICULTURAL CENTER
PO BOX 55MOABUT84532NONEPCGENERAL CHARITABLE PURPOSES$15,000
MONTESSORI EDUCATIONAL PROGRAMS
3871 N 3775 ELIBERTYUT84310NONEPCGENERAL CHARITABLE PURPOSES$70,000
MORNING STAR PROJECTS
125 E 600 NPROVOUT84606NONEPCGENERAL CHARITABLE PURPOSES$20,000
MOUNTAINLAND FOUNDATION
586 E 800 NOREMUT84097NONEPCGENERAL CHARITABLE PURPOSES$30,000
MOUNTAINLANDS COMMUNITY HOUSING TRUST
1960 SIDEWINDER DRIVE SUITE 107PARK CITYUT84060NONEPCGENERAL CHARITABLE PURPOSES$10,000
MUSANA JEWELRY
450 N UNIVERSITY AVEPROVOUT84601NONEPCGENERAL CHARITABLE PURPOSES$10,000
MUSCULAR DYSTROPHY ASSOCIATION
4578 S HIGHLAND DRIVE 300SALT LAKE CITYUT84117NONEPCGENERAL CHARITABLE PURPOSES$20,000
MY STORY MATTERS
991 N 600 ESPRINGVILLEUT84663NONEPCGENERAL CHARITABLE PURPOSES$20,000
NATIONAL ABILITY CENTER
1000 ABILITY WAYPARK CITYUT84060NONEPCGENERAL CHARITABLE PURPOSES$70,000
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 FOREST FOUNDATION
BLOG 27 SUITE 3 FORT MISSOULA ROADMISSOULAMT59804NONEPCGENERAL CHARITABLE PURPOSES$35,000
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$15,000
NATIONAL ORGANIZATION FOR MARRIAGE
2029 K STREET NW 300WASHINGTONDC20006NONEPCGENERAL CHARITABLE PURPOSES$950,000
NEBO EDUCATION FOUNDATION
350 S MAIN STREETSPANISH FORKUT84660NONEPCGENERAL CHARITABLE PURPOSES$10,000
NEEDS BEYOND MEDICINE
PO BOX 521618SALT LAKE CITYUT84152NONEPCGENERAL CHARITABLE PURPOSES$45,000
NEIGHBORHOOD HOUSE ASSOCIATION
1050 W 500 SSALT LAKE CITYUT84104NONEPCGENERAL CHARITABLE PURPOSES$60,000
NEIGHBORHOOD HOUSING SERVICES
39 W 300 NPROVOUT84601NONEPCGENERAL CHARITABLE PURPOSES$30,000
ONE WISH WORLD
2025 E ASHTON CIRCLESALT LAKE CITYUT84109NONEPCGENERAL CHARITABLE PURPOSES$35,000
OPERATION SMILE
PO BOX 581108SALT LAKE CITYUT84158NONEPCGENERAL CHARITABLE PURPOSES$150,000
OPERATION UNDERGROUND RAILROAD INC
700 N VALLEY STREET SUITE BANAHEIMCA92801NONEPCGENERAL CHARITABLE PURPOSES$25,000
OPERATION WARM INC
6 DICKINSON DRIVE SUITE 314CHADDS FORDPA19317NONEPCGENERAL CHARITABLE PURPOSES$15,000
ORRIN G HATCH FOUNDATION
10 W 100 S 605SALT LAKE CITYUT84101NONEPCGENERAL CHARITABLE PURPOSES$250,000
OUELESSBOUGOU ALLIANCE
10 W 100 S 605SALT LAKE CITYUT84101NONEPCGENERAL CHARITABLE PURPOSES$10,000
OUR JOURNEY
1640 W 13200 SRIVERTONUT84065NONEPCGENERAL CHARITABLE PURPOSES$50,000
PASTORALIST CHILD FOUNDATION
51 CLARK STGLEN RIDGENJ07028NONEPCGENERAL CHARITABLE PURPOSES$3,060
PEOPLE HELPING PEOPLE
205 N 400 WSALT LAKE CITYUT84103NONEPCGENERAL CHARITABLE PURPOSES$12,500
PEOPLES HEALTH CLINIC
PO BOX 681558PARK CITYUT84068NONEPCGENERAL CHARITABLE PURPOSES$10,000
PLAYWORKS EDUCATION ENERGIZED
1214 WILMINGTON AVE 102SALT LAKE CITYUT84106NONEPCGENERAL CHARITABLE PURPOSES$70,000
POLIZZI FOUNDATION
1208 E 3300 SSALT LAKE CITYUT84106NONEPCGENERAL CHARITABLE PURPOSES$50,000
PREGNANCY RESOURCE CENTER OF SALT LAKE CITY
644 S 900 ESALT LAKE CITYUT84102NONEPCGENERAL CHARITABLE PURPOSES$12,000
PREVENT CHILD ABUSE UTAH
2955 HARRISON BLVD SUITE 104OGDENUT84403NONEPCGENERAL CHARITABLE PURPOSES$80,000
PTA UTAH CONGRESS
9766 S KRISTIN DRIVESANDYUT84070NONEPCGENERAL CHARITABLE PURPOSES$1,500
RACE SWAMI
1208 BROWNING AVESALT LAKE CITYUT84105NONEPCGENERAL CHARITABLE PURPOSES$50,000
RACING FOR ORPHANS WITH DOWN SYNDROME
505 NORTH MATTERHORN DRIVEALPINEUT84004NONEPCGENERAL CHARITABLE PURPOSES$25,000
RAPE RECOVERY CENTER
2035 S 1300 ESALT LAKE CITYUT84105NONEPCGENERAL CHARITABLE PURPOSES$25,000
REACH 10
534 E 550 NSPRINGVILLEUT84663NONEPCGENERAL CHARITABLE PURPOSES$5,000
RISE INSTITUTE FOR LITERACY
PO BOX 65OREMUT84057NONEPCGENERAL CHARITABLE PURPOSES$25,000
ROCKY MOUNTAIN CARE FOUNDATION
350 E 300 S SUITE 100BOUNTIFULUT84010NONEPCGENERAL CHARITABLE PURPOSES$35,000
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$50,000
SAFE HAVEN HOLISTIC RECOVERY
49 N 600 W E303SALT LAKE CITYUT84116NONEPCGENERAL CHARITABLE PURPOSES$16,750
SALT LAKE ARTS ACADEMY
844 S 200 ESALT LAKE CITYUT84111NONEPCGENERAL CHARITABLE PURPOSES$10,000
SALT LAKE CITY MISSION
PO BOX 142SALT LAKE CITYUT84110NONEPCGENERAL CHARITABLE PURPOSES$75,000
SALT LAKE COMMUNITY COLLEGE
4600 SOUTH REDWOOD ROADSALT LAKE CITYUT84123NONEPCGENERAL CHARITABLE PURPOSES$100,000
SALT LAKE DONATED DENTAL SERVICES
1383 S 900 WSALT LAKE CITYUT84104NONEPCGENERAL CHARITABLE PURPOSES$40,000
SALT LAKE NEIGHBORHOOD HOUSING
622 W 500 NSALT LAKE CITYUT84116NONEPCGENERAL CHARITABLE PURPOSES$10,000
SAMARITANS PURSE
PO BOX 3000BOONENC28607NONEPCGENERAL CHARITABLE PURPOSES$50,000
SANPETE COUNTY
536 S 200 WMANTIUT84642NONEPCGENERAL CHARITABLE PURPOSES$100,000
SCHOOL OF LIFE FOUNDATION
81 N 1100 WST GEORGEUT84770NONEPCGENERAL CHARITABLE PURPOSES$20,000
SCOTTISH RITE FOUNDATION
650 E SOUTH TEMPLESALT LAKE CITYUT84102NONEPCGENERAL CHARITABLE PURPOSES$20,000
SENIOR CHARITY CARE FOUNDATION
PO BOX 744KAYSVILLEUT84037NONEPCGENERAL CHARITABLE PURPOSES$40,000
SHARING PLACE INC
1695 E 3300 SSALT LAKE CITYUT84106NONEPCGENERAL CHARITABLE PURPOSES$25,000
SNOWBASIN ADAPTIVE SPORTS EDUCATION
PO BOX 1193EDENUT84310NONEPCGENERAL CHARITABLE PURPOSES$20,000
SOARWAY FOUNDATION
5022 GRAND BEECH COURTHAYMARKETVA20169NONEPCGENERAL CHARITABLE PURPOSES$25,000
SOUTH VALLEY SANCTUARY
PO BOX 1028WEST JORDANUT84084NONEPCGENERAL CHARITABLE PURPOSES$80,000
SOUTHEAST UTAH COMMUNITY
PO BOX 893PRICEUT84501NONEPCGENERAL CHARITABLE PURPOSES$10,000
SOUTHERN SUDAN HUMANITARIAN
4908 WAIMEA WAYHOLLADAYUT84107NONEPCGENERAL CHARITABLE PURPOSES$25,000
SOUTHERN UTAH UNIVERSITY
OLD MAIN BLDG 311 351 W UNIVERISITYCEDAR CITYUT84720NONEPCGENERAL CHARITABLE PURPOSES$410,000BLVD
SPLORE
774 E 3300 S 105SALT LAKE CITYUT84106NONEPCGENERAL CHARITABLE PURPOSES$70,000
ST ANNE'S CENTER
137 W BINFORDOGDENUT84401NONEPCGENERAL CHARITABLE PURPOSES$10,000
ST GEORGE CHILDREN'S MUSEUM
86 SOUTH MAIN STREETST GEORGEUT84770NONEPCGENERAL CHARITABLE PURPOSES$15,000
SUCCESS IN EDUCATION FOUNDATION
405 S MAIN STREET 1200SALT LAKE CITYUT84111NONEPCGENERAL CHARITABLE PURPOSES$20,000
SUDDEN ARRYTHMIA DEATH SYNDROME
508 E SOUTH TEMPLE 202SALT LAKE CITYUT84102NONEPCGENERAL CHARITABLE PURPOSES$10,000
TEMPLE SHUTTLE INC
11006 VEIRS MILL ROAD SUITE L15-231WHEATONMD20902NONEPCGENERAL CHARITABLE PURPOSES$15,000
TENNIS AND TUTORING
951 BERNAY CIRCLESANDYUT84094NONEPCGENERAL CHARITABLE PURPOSES$10,000
THANKSGIVING POINT INSTITUTE
3003 N THANKSGIVING WAYLEHIUT84043NONEPCGENERAL CHARITABLE PURPOSES$50,000
THE FAMILY CONNECTION CENTER
1360 E 1450 SCLEARFIELDUT84015NONEPCGENERAL CHARITABLE PURPOSES$28,800
THE FOUNDATION FOR FAMILY LIFE OF UTAH
1878 W 12600 S 230RIVERTONUT84065NONEPCGENERAL CHARITABLE PURPOSES$20,000
THE GREEN URBAN LUNCH BOX
2026 S 500 ESALT LAKE CITYUT84105NONEPCGENERAL CHARITABLE PURPOSES$30,000
THE INN BETWEEN
340 S GOSHEN STSALT LAKE CITYUT84104NONEPCGENERAL CHARITABLE PURPOSES$20,000
THE LEARNING CENTER FOR FAMILIES
2044 S MESA PALMS DRIVEST GEORGEUT84770NONEPCGENERAL CHARITABLE PURPOSES$20,000
THE LEONARDO
209 E 500 SSALT LAKE CITYUT84111NONEPCGENERAL CHARITABLE PURPOSES$25,000
THE MESA
2568 S ELIZABETH ST 8SALT LAKE CITYUT84106NONEPCGENERAL CHARITABLE PURPOSES$120,000
THE MUNDI PROJECT
PO BOX 520696SALT LAKE CITYUT84152NONEPCGENERAL CHARITABLE PURPOSES$10,000
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$454,000
THE SALVATION ARMY
438 S 900 WSALT LAKE CITYUT84104NONEPCGENERAL CHARITABLE PURPOSES$40,000
THE SANDY CLUB A SAFE PLACE
440 E 8680 SSANDYUT84070NONEPCGENERAL CHARITABLE PURPOSES$20,000
THE YOUNG MENS CHRISTIAN ASSOCIATION
3098 S HIGHLAND DRIVE SUITE 440SALT LAKE CITYUT84106NONEPCGENERAL CHARITABLE PURPOSES$20,000
THE ZAHRA CHARITY
PO BOX 1594SALT LAKE CITYUT84110NONEPCGENERAL CHARITABLE PURPOSES$475,000
THRIVE GULU INC
121 GARFIELD STREETWATERTOWNMA02472NONEPCGENERAL CHARITABLE PURPOSES$115,000
TIMPANOGOS LEGAL CENTER
3301 N UNIVERSITY AVENUEPROVOUT84604NONEPCGENERAL CHARITABLE PURPOSES$50,000
TIMPANOGOS STORYTELLING INSTITUTE
5107 N EDGEWOOD DRIVEPROVOUT84604NONEPCGENERAL CHARITABLE PURPOSES$7,500
TONY FINAU FOUNDATION
2751 TURNBERRY LANELEHIUT84043NONEPCGENERAL CHARITABLE PURPOSES$25,000
TREKKING FOR KIDS
PO BOX 2074OREMUT84059NONEPCGENERAL CHARITABLE PURPOSES$5,000
TUACAHN CENTER FOR THE ARTS
1100 N TUACAHN DRIVEIVINSUT84738NONEPCGENERAL CHARITABLE PURPOSES$50,000
U CAN LEARN
6375 S HIGHLAND DRIVE 202SALT LAKE CITYUT84121NONEPCGENERAL CHARITABLE PURPOSES$15,000
U OF U - HUNTSMAN CANCER INSTITUTE
1395 E PRESIDENTS CIRCLESALT LAKE CITYUT84112NONEPCGENERAL CHARITABLE PURPOSES$40,000
U OF U - CENTER FOR MEDICAL INNOVATION
1395 E PRESIDENTS CIRCLESALT LAKE CITYUT84112NONEPCGENERAL CHARITABLE PURPOSES$35,000
U OF U - CHILD AND FAMILY DEVELOPMENT
1395 E PRESIDENTS CIRCLESALT LAKE CITYUT84112NONEPCGENERAL CHARITABLE PURPOSES$8,000
U OF U - COLLEGE OF HEALTH
1395 E PRESIDENTS CIRCLESALT LAKE CITYUT84112NONEPCGENERAL CHARITABLE PURPOSES$25,000
U OF U - GLOBAL HEALTH INITIATIVE
1395 E PRESIDENTS CIRCLESALT LAKE CITYUT84112NONEPCGENERAL CHARITABLE PURPOSES$30,000
U OF U - KUER PUBLIC RADIO
1395 E PRESIDENTS CIRCLESALT LAKE CITYUT84112NONEPCGENERAL CHARITABLE PURPOSES$25,000
U OF U - LOWELL BENNION COMMUNITY CENTER
1395 E PRESIDENTS CIRCLESALT LAKE CITYUT84112NONEPCGENERAL CHARITABLE PURPOSES$10,000
U OF U - OFFICE OF ENGAGEMENT
1395 E PRESIDENTS CIRCLESALT LAKE CITYUT84112NONEPCGENERAL CHARITABLE PURPOSES$30,000
U OF U - SCHOOL OF ARCHITECTURE
1395 E PRESIDENTS CIRCLESALT LAKE CITYUT84112NONEPCGENERAL CHARITABLE PURPOSES$30,000
U OF U - WOMENS RESOURCE CENTER
1395 E PRESIDENTS CIRCLESALT LAKE CITYUT84112NONEPCGENERAL CHARITABLE PURPOSES$25,000
US DREAM ACADEMY
5950 SYMPHONY WOODS SUITE 504COLUMBIAMD21044NONEPCGENERAL CHARITABLE PURPOSES$25,000
UNIFIED POLICE DEPARTMENT
3365 S 900 WSALT LAKE CITYUT84119NONEPCGENERAL CHARITABLE PURPOSES$10,000
UTAH ANGELS FOUNDATION
1411 W 1250 S 310OREMUT84058NONEPCGENERAL CHARITABLE PURPOSES$10,000
UNITED WAY OF CENTRAL AND SOUTHERN UTAH
1048 N 100 WPROVOUT84603NONEPCGENERAL CHARITABLE PURPOSES$15,000
UNITED WOMEN'S FORUM
2942 FOSS CIRCLEBOUNTIFULUT84010NONEPCGENERAL CHARITABLE PURPOSES$25,000
UNIVERSITY OF UTAH
1395 E PRESIDENTS CIRCLESALT LAKE CITYUT84112NONEPCGENERAL CHARITABLE PURPOSES$1,239,500
UTAH ARTS AND CULTURAL COALITION INC
175 S WEST TEMPLE 30SALT LAKE CITYUT84101NONEPCGENERAL CHARITABLE PURPOSES$5,000
UTAH BICYCLE COALITION
1420 EDISON STREETSALT LAKE CITYUT84115NONEPCGENERAL CHARITABLE PURPOSES$5,000
UTAH CHAMBER ARTISTS
11640 S LITTLER ROADSANDYUT84092NONEPCGENERAL CHARITABLE PURPOSES$30,000
UTAH CHAPTER NATIONAL HEMOPHILIA FOUNDATION
772 E 3300 S SUITE 210SALT LAKE CITYUT84106NONEPCGENERAL CHARITABLE PURPOSES$10,000
VOICES OF UTAH CHILDREN
747 E SOUTH TEMPLE SUITE 100SALT LAKE CITYUT84102NONEPCGENERAL CHARITABLE PURPOSES$5,000
UTAH COUNCIL OF THE BLIND
1301 W 500 SWOODS CROSSUT84087NONEPCGENERAL CHARITABLE PURPOSES$25,000
UTAH ETHNIC & MINING MUSEUM OF MAGNA
PO BOX 742MAGNAUT84044NONEPCGENERAL CHARITABLE PURPOSES$8,000
UTAH FAST PASS
9350 S 150 E 1000SANDYUT84070NONEPCGENERAL CHARITABLE PURPOSES$25,000
UTAH FOOD BANK
3150 S 900 WSALT LAKE CITYUT84119NONEPCGENERAL CHARITABLE PURPOSES$625,000
UTAH FOSTER CARE FOUNDATION
5296 S COMMERCE DRIVE 400MURRAYUT84107NONEPCGENERAL CHARITABLE PURPOSES$25,000
UTAH HEALTH AND HUMAN RIGHTS PROJECT
225 S 200 E SUITE 250SALT LAKE CITYUT84111NONEPCGENERAL CHARITABLE PURPOSES$30,000
UTAH INFERTILITY RESOURCE CENTER
1565 E 3300 SSALT LAKE CITYUT84106NONEPCGENERAL CHARITABLE PURPOSES$30,000
UTAH PARTNERS FOR HEALTH
3665 S 8400 WMAGNAUT84044NONEPCGENERAL CHARITABLE PURPOSES$10,000
UTAH PIONEER HERITAGE ARTS
1258 W PITCHFORK ROADMURRAYUT84123NONEPCGENERAL CHARITABLE PURPOSES$15,000
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$25,000
UTAH SHAKESPEARE FESTIVAL
351 W CENTER STREETCEDAR CITYUT84720NONEPCGENERAL CHARITABLE PURPOSES$215,000
UTAH STATE OFFICE OF EDUCATION
PO BOX 144200SALT LAKE CITYUT84114NONEPCGENERAL CHARITABLE PURPOSES$80,000
UTAH STATE UNIVERSITY
4015 OLD MAIN HILLLOGANUT84322NONEPCGENERAL CHARITABLE PURPOSES$780,000
UTAH SUPPORT ADVOCATES FOR RECOVERY AWARENESS
180 E 2100 S SUITE 102SALT LAKE CITYUT84115NONEPCGENERAL CHARITABLE PURPOSES$10,000
UTAH SYMPHONY AND OPERA
123 W SOUTH TEMPLESALT LAKE CITYUT84101NONEPCGENERAL CHARITABLE PURPOSES$240,000
UTAH YOUTH VILLAGE
5800 S HIGHLAND DRIVEHOLLADAYUT84121NONEPCGENERAL CHARITABLE PURPOSES$230,000
VALLEY MENTAL HEALTH
5965 S 900 E SUITE 420SALT LAKE CITYUT84121NONEPCGENERAL CHARITABLE PURPOSES$50,000
VAUGHN ELEMENTARY
3535 GUINN GATEFRISCOTX75034NONEPCGENERAL CHARITABLE PURPOSES$45,000
VOLUNTEERS OF AMERICA
435 BEARCAT DRIVESALT LAKE CITYUT84115NONEPCGENERAL CHARITABLE PURPOSES$50,000
WALDEN SCHOOL
4230 N UNIVERSITY AVEPROVOUT84604NONEPCGENERAL CHARITABLE PURPOSES$29,413
WASATCH ADAPTIVE SPORTS
9385 S SNOWBIRD CENTER DRIVESNOWBIRDUT84092NONEPCGENERAL CHARITABLE PURPOSES$10,000
WASATCH COMMUNITY GARDENS
824 S 400 W B127SALT LAKE CITYUT84101NONEPCGENERAL CHARITABLE PURPOSES$30,000
WASATCH HOMELESS HEALTH CARE INC
404 S 400 WSALT LAKE CITYUT84101NONEPCGENERAL CHARITABLE PURPOSES$50,000
WEBER STATE UNIVERSITY - COLLEGE OF SCIENCE
3909 UNIVERSITY CIRCLEOGDENUT84408NONEPCGENERAL CHARITABLE PURPOSES$40,000
WEST RIDGE ACADEMY
5500 BAGLEY PARK ROADWEST JORDANUT84081NONEPCGENERAL CHARITABLE PURPOSES$35,000
WESTMINSTER COLLEGE
1840 S 1300 ESALT LAKE CITYUT84105NONEPCGENERAL CHARITABLE PURPOSES$230,000
WITHERSPOON INSTITUTE
16 STOCKTON STREETPRINCETONNJ08540NONEPCGENERAL CHARITABLE PURPOSES$75,000
WOW UTAH INC
14268 LONG RIDGE DRIVEHERRIMANUT84096NONEPCGENERAL CHARITABLE PURPOSES$10,000
WRITEOUT FOUNDATION
1464 W 3400 NPLEASANT GROVEUT84062NONEPCGENERAL CHARITABLE PURPOSES$5,000
WYOMING DEMENTIA CARE
PO BOX 1493CASPERWY82602NONEPCGENERAL CHARITABLE PURPOSES$5,000
YOUNIQUE FOUNDATION
3400 MAYFLOWER AVELEHIUT84043NONEPCGENERAL CHARITABLE PURPOSES$100,000
YOUTH FUTURES
2760 ADAMS AVEOGDENUT84403NONEPCGENERAL CHARITABLE PURPOSES$55,000
YOUTHLINC
1140 EAST BRICKYARD ROAD 76SALT LAKE CITYUT84106NONEPCGENERAL CHARITABLE PURPOSES$12,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$27,462,571TotalGrantOrContriPdDurYrAmt
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$11,210,928ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$11,918,400ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$23,129,328ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$23,129,328TotalIncomeProducingActyAmt

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$17,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$17,000DisbursementsCharitablePrpsAmt

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 (2 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 CITYUT841212017-02-08$1,320,000OPERATING EXPENSES & PURCHASE LAND FOR CHARITABLE USE.$1,264,116NONEAPRIL 9, 20182018-04-09
JKS FAMILY FOUNDATION
6440 S WASATCH BLVD 105SALT LAKE CITYUT841212017-11-14$1,320,000OPERATING EXPENSES & PURCHASE LAND FOR CHARITABLE USE.$1,264,116NONEAPRIL 9, 20182018-04-09

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
FL-CR CORE FIXED INCOME$22,857,916$22,857,916
FL-CR LMA COLLATERAL ACCOUNT$5,320,376$5,320,376
INTEREST RECEIVABLE$431,892$431,892

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (31 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
EQ-UM ATLANTA CAP SMID CORE$16,766,672$16,766,672
EQ-UL VANGUARD SP500 ETF$62,329,213$62,329,213
FL-CR CORE FIXED INCOME$31$31
EQ-UL LONDON CO DIVIDEND FOCUS$34,377,949$34,377,949
EQ-UL EAGLE LARGE CAP VALUE$47,812,822$47,812,822
EQ-UM ISHARES US SMID CAP ETFS$16,247,257$16,247,257
EQ-ID JO HAMBRO INTL DEV$10,684,103$10,684,103
EQ-ID VANGUARD INTL DEV ETF$30,853,269$30,853,269
EQ-ID IVA WORLDWIDE FUND$9,164,490$9,164,490
EQ-IE MATTHEWS ASIAN GROWTH$7,234,849$7,234,849
EQ-IE MATTHEWS PACIFIC TIGER$8,513,861$8,513,861
FL-CR LMA COLLATERAL ACCOUNT$12$12
EQ-IE ISHARES CORE MSCI EM EFT$4,362,207$4,362,207
EQ-IE OPPENHEIMER EMERG/DEVELOP$8,473,337$8,473,337
FL-CR DOUBLE LINE TOTAL RETURN$4,211,967$4,211,967
FL-CR METWEST TOTAL RETURN$3,762,039$3,762,039
RA-CM PIMCO COMM REALRETURN$5,608,805$5,608,805
FL-GB TEMPLETON GLOBAL BOND$17$17
EQ-UL LOOMIS SAYLES LC GROWTH$46,174,996$46,174,996
EQ-ID FIRST EAGLE GLOBAL FUND$11,494,699$11,494,699
EQ-US MERRIMACK PHARMACEUTICALS$679,534$679,534
FL-CR OPPORTUNISTIC PREF STOCK$8,499,694$8,499,694
PE BLACKSTONE BTAS$3,662,170$3,662,170
PE CARLYLE EUROPE IV$2,764,712$2,764,712
PE CZECH II SENIOR LOAN$734,619$734,619
PE CZECH III SENIOR LOAN$780,925$780,925
PE GSO MEZZANINE FUND$1,848,883$1,848,883
PE LONE STAR FUND IV$1,828,942$1,828,942
PE SILVER LAKE FUND IV$4,351,995$4,351,995
HF CARLSON DOUBLE BLACK$6,721,523$6,721,523
HF OCH ZIFF MULTI-STRATEGY$9,216,415$9,216,415

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$20,964,349USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$20,964,349USGovtObligationsEOYFMVAmt
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 & DEVELOPMENT REAL ESTATE SUBSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$131,483,850BookValueAmt
EOYFMV$138,987,518EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL SERVICESCategoryTxt
Legal Fees$164,131LegalFeesAmt
Net Investment Income$22,037NetInvestmentIncomeAmt
Disbursements Charitable Prps$156,179DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MEALS & ENTERTAINMENT$3,988$1,247$2,728
INSURANCE$29,889$0$31,856
POSTAGE$1,139$0$1,187
DATA PROCESSING$11,274$0$7,000
DUES & SUBSCRIPTIONS$420$0$420
SUPPLIES$2,649$0$3,065
MISCELLANEOUS$303$30$283
INVESTMENT EXPENSES FROM PS$0$365,114$0
TELEPHONE$0$0$917

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (7 entries)

DescDescNet Investment IncomeNetInvestmentIncomeAmt
ML WINTON FUTURE ACCESS-$38,823
CZECH II SENIOR LOAN TRUST$68,029
CZECZECH III SENIOR LOAN TRUST$48,013
ML WINTON FUTURE ACCESS$7,334
REDH$2,625
BLACKSTONE ALT SOLUTION$350,516
REIHDE RENTAL-$22,558

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCHANGE IN UNREALIZED APPRECIATIONDesc
Amt$38,351,381Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT SERVICES$1,391,663$1,391,663$0
OTHER PROFESSIONAL FEES$311,011$0$272,341

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN WITHHOLDING TAX$42,165$42,165$0
UBIT & EXCISE TAX ON INVESTMENT INCOME$480,165$0$0