2017-11-15T16:49:14-08:00 2016-12-31 990PF 2016-01-01 463784084 Beverley Taylor Sorenson Foundation BEVE 8014901012 299 S Main Street Suite 2200 Salt Lake City UT 84111 James Lee Sorenson Director 2017-11-15 2016 2017-02-10 21:41:12Z X 22292425 X X 831 831 485755 468291 -150511 3082277 64444 25666 400519 494788 13378 136020 136020 22919 1000 1481 173798 137020 0 40000 40000 213798 137020 40000 186721 357768 3280 3280 1682984 1497031 1497031 108834 106921 106921 15366169 16695364 16695364 1685000 1721306 1721306 1375663 2248761 2268523 20218650 22272663 22292425 0 X 20218650 22272663 20218650 22272663 20218650 22272663 20218650 186721 1867292 22272663 22272663 Publicly traded securities P 3082277 3232788 -150511 -150511 -150511 -150511 false 838550 22773326 0.03682 557257 1932399 0.28838 0.325198 0.162599 21066971 3425468 3578 3429046 40000 7155 7155 7155 11779 11779 4624 4624 false false false false false false false false true true true false false false false true N/A James Lee Sorenson 8014901012 299 S Main Street Suite 2200 Salt Lake City UT 84111 false false false false true false false false false false false false false false false false false false false false false false false false false false James Lee Sorenson 299 S Main Street Suite 2200 Salt Lake City UT 84111 Director 0.00 0 Joan Fenton 299 S Main Street Suite 2200 Salt Lake City UT 84111 Director 0.00 0 Joseph Sorenson 299 S Main Street Suite 2200 Salt Lake City UT 84111 Director 0.00 0 NONE Merrill Lynch 1500 American Blvd NJ12-150-01-13 Pennington NJ 08534 Investment advice 136020 19639837 1503358 244593 21387788 0 21387788 320817 21066971 1053349 1053349 7155 7155 1046194 1046194 1046194 40000 40000 40000 1046194 323321 323321 40000 0 40000 323321 323321 682873 Beverley Taylor Sorenson Foundation 299 S Main Street Suite 2200 Salt Lake City UT 84111 8014901012 Applicants may obtain a Grant Application by contacting the Foundation at the above address or by calling the above telephone number. Information required by the Foundation for consideration of a grant includes the description of the applicant's organization and mission, a copy of applicant's IRS Determination Letter for qualification as a 501(c)(3) exempt organization (if applicable), a copy of the applicant's most recent financial statements, background of the applicant's directors and key personnel, a statement of the amount of the grant requested and detailed information as to how and when the grant funds will be used, and other information outlined in the Grant Application Quarterly: January 1, April 1, July 1, October 1 An award of a grant will only be made for permitted charitable purposes consistent with the purpose and mission of the Foundation and the Internal Revenue Code and applicable tax law Brigham Young Univerisity 1450 N University Ave Provo UT 84604 PC School of Music concert series 25000 Governor's Mansion Foundation 603 E South Temple Salt Lake City UT 84102 PC Art series 15000 40000 14 831 14 485755 18 -150511 Passthrough income 14 64444 400519 400519 false false false false false false false false false false Accounting 13378 0 0 0 Merrill Lynch Merrill Lynch receives compensation for managing the Foundation's investment portfolio. Boeing Company Aug 2024 134816 134816 Comcast Corp GLB Jul 2019 112233 112233 ConocoPhilllips GLB Nov 2024 99843 99843 Credit Suisse GLB Jan 2020 109704 109704 Direct TV Holdings Apr 2024 105344 105344 General Electric Feb 2022 114490 114490 JP Morgan Chase GLB Oct 2017 104681 104681 L-3 Communications GLB May 2024 102057 102057 Marathon Oil GLB Mar 2018 106137 106137 Metlife Inc GLB Feb 2019 114758 114758 Morgan Stanley GLB May 2019 112381 112381 Newell Rubbermaid Inc Aug 2020 91826 91826 Northrop Grumman GLB Jun 2018 100416 100416 Textron Inc GLB Mar 2021 103934 103934 Walgreen Co GLB Sep 2022 100889 100889 Waste Management Inc Jun 2020 107797 107797 Corporate Stocks (see stmt) 16695364 16695364 106921 106921 ML Private Equity Investments FMV 2004168 2004168 Private Equity Investment AT COST 244593 264355 Insurance 1474 Postage & delivery 7 Passthrough income 64444 25666 Management Fees 136020 136020 0 0 Federal taxes 21919 Foreign taxes 1000 1000