SEMNANI FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SEMNANI FAMILY FOUNDATION (EIN 74-2639794)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-12
- IRS object ID
- 202523169349103597
- 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
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-12T19:06:22-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMANINO ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15950 N DALLAS PKWY 600 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75248 | 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 | 742639794 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEMNANI FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SEMN | BusinessNameControlTxt |
| Phone | 8013217725 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 11623 | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84147 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KHOSROW SEMNANI | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 8013217725 | 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 | KATY BROWN | PreparerPersonNm |
| PTIN | P00650274 | PTIN |
| Phone | 9726611843 | 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 | $143,661,162 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,860,327 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $7,327,480 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,254,221 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $19,667,105 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $65,081,607 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $20,605,881 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $43,754 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $28,837 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $30,898,666 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $23,888,939 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $472,480 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $472,480 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $12,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $710,647 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $901,620 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $461,171 | OtherProfFeesDsbrsChrtblAmt |
| Interest Net Invst Incm | $1,890 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $330,092 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $50,540 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $21,380 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $21,380 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $396,513 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $396,513 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,943,112 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $954,050 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,363,544 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,608,367 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,626,367 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,551,479 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $954,050 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,989,911 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $23,347,187 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $22,934,889 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $77,903 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $238,741 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,921,735 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $112,693,454 | CorporateStockBOYAmt |
| Corporate Stock EOY | $131,051,805 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $135,384,427 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $920,335 | OtherAssetsBOYAmt |
| Other Assets EOY | $920,335 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,355,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $113,691,692 | TotalAssetsBOYAmt |
| Total Assets EOY | $132,210,881 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $143,661,162 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $49,671 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $94,821 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $49,671 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $94,821 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,401,271 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,401,271 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $111,240,750 | RetainedEarningBOYAmt |
| Retained Earning EOY | $129,714,789 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $113,642,021 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $132,116,060 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $113,691,692 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $132,210,881 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $113,642,021 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $23,347,187 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $136,989,208 | SubtotalAmt |
| Other Decreases | $4,873,148 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $132,116,060 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (37 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|
| ARROWHEAD CAPITAL FUND III, LP | P | $38,809 | -$38,809 | -$38,809 | |
| BEHRMAN CAPITAL VI LP | P | $297,995 | $297,995 | $297,995 | |
| CASTLE CREEK CAPITAL PARTNERS VII, LP | P | $39,732 | $39,732 | $39,732 | |
| CASTLE CREEK CAPITAL PARTNERS VIII, LP | P | $22,569 | $22,569 | $22,569 | |
| CRESTVIEW PARTNERS IV (DE), L.P | P | $49,660 | -$49,660 | -$49,660 | |
| CROSS CREEK CAPITAL III, LP | P | $15,332 | $15,332 | $15,332 | |
| CROSS CREEK PARTNERS VII, LP | P | $3,984 | $3,984 | $3,984 | |
| CYNOSURE PARTNERS 2020, LP | P | $42,969 | $42,969 | $42,969 | |
| HARVEST PARTNERS STRUCTURED CAPITAL FUND II (PARALLEL) LP | P | $36,428 | -$36,428 | -$36,428 | |
| HARVEST PARTNERS VIII (PARALLEL), L.P. | P | $97,136 | $97,136 | $97,136 | |
| HH PRE-IPO OFFSHORE FEEDER FUND II, L.P. | P | $784 | -$784 | -$784 | |
| HH PRE-IPO OFFSHORE FEEDER FUND IV, L.P. | P | $15,682 | $15,682 | $15,682 | |
| KOHLBERG TE INVESTORS IX, L.P. | P | $13,714 | $0 | $0 | $13,714 |
| LEAVITT EQUITY PARTNERS II, L.P. | P | $292,911 | $292,911 | $292,911 | |
| LEVINE LEICHTMAN CAPITAL PARTNERS V AIV, LP | P | $2,218 | -$2,218 | -$2,218 | |
| LEVINE LEICHTMAN CAPITAL PARTNERS V, LP | P | $1,272 | -$1,272 | -$1,272 | |
| LEVINE LEICHTMAN CAPITAL PARTNERS VI-A AIV LP | P | $157,486 | $157,486 | $157,486 | |
| LEVINE LEICHTMAN CAPITAL PARTNERS VI-A, LP | P | $453,190 | $453,190 | $453,190 | |
| LK OPPORTUNITIES FUND II Q LP | P | $291 | $291 | $291 | |
| LLCP MN GP HOLDINGS, LLC | P | $563 | -$563 | -$563 | |
| MERCATO PARTNERS GROWTH II, LP | P | $6,065 | -$6,065 | -$6,065 | |
| PARTNERS GROUP SECONDARY 2020 (USD) C-I, L.P. | P | $5,056 | $14,812 | $14,812 | $19,868 |
| PIMCO BRAVO FUND II OFFSHORE FEEDER AIV I, L.P. | P | $2,654 | -$2,654 | -$2,654 | |
| PIMCO BRAVO FUND ONSHORE FEEDER II, L.P. | P | $427 | -$427 | -$427 | |
| STEPSTONE VC OPPORTUNITIES IV, LP. | P | $148,254 | $148,254 | $148,254 | |
| THE RESOLUTE FUND V, L.P | P | $48 | $4,074 | $4,074 | $4,122 |
| TRC FUND V BLOCKER SELLER, LLC | P | $386 | -$386 | -$386 | |
| TRF V (BLOCKED) LP | P | $24 | -$24 | -$24 | |
| US EAGLE REAL ESTATE FEEDER 1, LP | P | $11,091 | $11,091 | $11,091 | |
| MONARCH CAPITAL PARTNERS IV OFFSHORE LP | P | $53,018 | $53,018 | $53,018 | |
| MONARCH CAPITAL PARTNERS OFFSHORE V LP | P | $4,591 | $4,591 | $4,591 | |
| ZIONS BANCORPORATION PUBLICLY TRADED SECURITIES | P | $13,128,839 | $956,130 | $956,130 | $14,084,969 |
| THE NORTHERN TRUST COMPANY PUBLICLY TRADED SECURITIES | P | $31,188,779 | $18,054,845 | $18,054,845 | $49,243,624 |
| ZIONS BANCORPORATION CAPITAL GAIN DIVIDENDS | P | $89 | $89 | $89 | |
| THE NORTHERN TRUST COMPANY CAPITAL GAIN DIVIDENDS | P | $7,492 | $7,492 | $7,492 | |
| PRIVATE EQUITY STRATEGIC OPPORTUNITIES FUND IV (OFFSHORE), L.P. | P | $46,942 | $46,942 | $46,942 | |
| BDCM OFFSHORE OPPORTUNITY FUND V LTD | P | $4,556 | $4,556 | $4,556 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20,605,881 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $318,795 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $318,795 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $318,795 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $253,800 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $180,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $433,800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $1,656 | EsPenaltyAmt |
| Overpayment | $113,349 | OverpaymentAmt |
| Applied To ES Tax | $113,349 | 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 | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | SEMNANIFAMILYFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8083217725 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 11623 | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84147 | 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 | 0 | 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 | 0 | BusinessHoldingsInd |
| 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| KHOSROW SEMNANI | ||||||||
| PO BOX 11623 | SALT LAKE CITY | UT | 84147 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SHIRIN KIA | ||||||||
| PO BOX 11623 | SALT LAKE CITY | UT | 84147 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| GHAZALEH SEMNANI | ||||||||
| PO BOX 11623 | SALT LAKE CITY | UT | 84147 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| TAYMOUR SEMNANI | ||||||||
| PO BOX 11623 | SALT LAKE CITY | UT | 84147 | DIRECTOR | 0.50 | $0 | $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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MERRILL LYNCH | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BANK OF AMERICA 115 W 42ND ST | AddressLine1Txt |
| City | NEW YORK CITY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $172,910 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | ASSISTANCE WITH ECONOMIC IMPROVEMENT AND DEVELOPMENT OF DISADVANTAGED INDIVIDUALS. | Description1Txt |
| Expenses1 | $374,350 | Expenses1Amt |
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 | $131,890,888 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,524,684 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $20,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $135,435,572 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $135,435,572 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,031,534 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $133,404,038 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,670,202 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,670,202 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $318,795 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $4,682 | IncomeTaxAmt |
| Total Tax | $323,477 | TotalTaxAmt |
| Distributable Before Adj | $6,346,725 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,346,725 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,346,725 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,989,911 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,989,911 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,346,725 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,645,090 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,989,911 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,645,090 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,344,821 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $5,001,904 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KHOSROW SEMNANI | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KHOSROW SEMNANI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 11623 | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84147 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8013217725 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD BE MAILED IN THE FORM OF A LETTER. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (64 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACLU OF UTAH FOUNDATION INC | ||||||||
| 355 N 300 W | SALT LAKE CITY | UT | 84103 | N/A | PC | GENERAL CONT | $15,000 | |
| ACTION AGAINST HUNGER | ||||||||
| PO BOX 281 | ALLENWOOD | NJ | 08720 | N/A | PC | GENERAL CONT | $500 | |
| ADVANCING AMERICAN FREEDOM FOUNDATION | ||||||||
| 801 PENNSYLVANIA AVE STE 930 | WASHINGTON | DC | 20004 | N/A | PC | GENERAL CONT | $100,000 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 230 S 500 E STE 465 | SALT LAKE CITY | UT | 84102 | N/A | PC | GENERAL CONT | $3,000 | |
| AMERICAN RED CROSS UT & NV REGION | ||||||||
| 6616 S 900 E | SALT LAKE CITY | UT | 84121 | N/A | PC | GENERAL CONT | $10,000 | |
| ANTELOPE LENDING LIBRARY | ||||||||
| 450 1A-1 | IOWA CITY | IA | 52246 | N/A | PC | GENERAL CONT | $5,000 | |
| BALLET WEST | ||||||||
| 50 W 200 S | SALT LAKE CITY | UT | 84101 | N/A | PC | GENERAL CONT | $5,000 | |
| BOYS & GIRLS CLUBS OF GREATER SALT LAKE | ||||||||
| PO BOX 57071 | MURRAY | UT | 84157 | N/A | PC | GENERAL CONT | $12,500 | |
| CATHEDRAL OF THE MADELEINE | ||||||||
| 331 E SOUTH TEMPLE | SALT LAKE CITY | UT | 84111 | N/A | PC | GENERAL CONT | $10,000 | |
| CATHOLIC RELIEF SERVICES | ||||||||
| PO BOX 5204 | HARLAN | IA | 51593 | N/A | PC | GENERAL CONT | $250,000 | |
| CENTER FOR MEDICAL INNOVATION | ||||||||
| 350 E 400 S STE 238 | SALT LAKE CITY | UT | 84111 | N/A | PC | GENERAL CONT | $10,000 | |
| CHABAD LUBAVITCH OF UTAH INC | ||||||||
| 1760 S 1100 E | SALT LAKE CITY | UT | 84105 | N/A | PC | GENERAL CONT | $5,000 | |
| CONGREGATION KOL AMI | ||||||||
| 2425 E HERITAGE WAY | SALT LAKE CITY | UT | 84109 | N/A | PC | GENERAL CONT | $5,000 | |
| DAVID ECCLES SCHOOL OF BUSINESS | ||||||||
| 201 PRESIDENTS CIRCLE | SALT LAKE CITY | UT | 84112 | N/A | PC | GENERAL CONT | $10,000 | |
| DISABLED AMERICAN VETERANS | ||||||||
| PO BOX 14301 | CINCINNATI | OH | 45250 | N/A | PC | GENERAL CONT | $1,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 333 SEVENTH AVE 2ND FLOOR | NEW YORK | NY | 10006 | N/A | PC | GENERAL CONT | $10,000 | |
| FAMILY PROMISE OF OGDEN | ||||||||
| PO BOX 13818 | OGDEN | UT | 84412 | N/A | PC | GENERAL CONT | $5,000 | |
| FOURTH STREET CLINIC | ||||||||
| 409 W 400 S | SALT LAKE CITY | UT | 84101 | N/A | PC | GENERAL CONT | $500 | |
| FRIENDS ON THE SPECTRUM | ||||||||
| 871 S ARBOR WAY | LAYTON | UT | 84041 | N/A | PC | GENERAL CONT | $5,000 | |
| HIGHLAND HIGH SCHOOL | ||||||||
| 2166 S 1700 E | SALT LAKE CITY | UT | 84106 | N/A | PC | GENERAL CONT | $4,000 | |
| HOGLE ZOO | ||||||||
| 2600 S SUNNYSIDE AVE | SALT LAKE CITY | UT | 84108 | N/A | PC | GENERAL CONT | $500 | |
| HUMANE SOCIETY OF UTAH | ||||||||
| 4242 S 300 W | MURRAY | UT | 84107 | N/A | PC | GENERAL CONT | $5,000 | |
| HUNTSMAN MENTAL HEALTH FOUNDATION | ||||||||
| 501 CHIPETA WAY | SALT LAKE CITY | UT | 84108 | N/A | PC | GENERAL CONT | $20,000 | |
| IJ & JEANNE WAGNER JEWISH COMMUNITY CTR | ||||||||
| 2 MEDICAL DR N | SALT LAKE CITY | UT | 84113 | N/A | PC | GENERAL CONT | $5,000 | |
| INTERNATIONAL RESCUE COMMITTEE | ||||||||
| 122 E 42ND STREET | NEW YORK | NY | 10168 | N/A | PC | GENERAL CONT | $500 | |
| ISLAMIC SOCIETY OF BOSNIAKS SALT LAKE UTAH | ||||||||
| 425 N 700 W | SALT LAKE CITY | UT | 84116 | N/A | PC | GENERAL CONT | $15,000 | |
| ISLAMIC SOCIETY OF GREATER SLC | ||||||||
| 1019 W PARKWAY AVE | WEST VALLEY CITY | UT | 84119 | N/A | PC | GENERAL CONT | $10,000 | |
| LAIRD PARK STARS AND STRIPES PARADE | ||||||||
| 1947 YALECREST AVE | SALT LAKE CITY | UT | 84108 | N/A | PC | GENERAL CONT | $1,000 | |
| LEAGUE OF WOMEN VOTERS OF UTAH | ||||||||
| PO BOX 1680 | SALT LAKE CITY | UT | 84110 | N/A | PC | GENERAL CONT | $500 | |
| MADINA MASJID | ||||||||
| 1576 W SNOW QUEEN PLACE 132 | SALT LAKE CITY | UT | 84104 | N/A | PC | GENERAL CONT | $10,000 | |
| MALIHEH FREE CLINIC | ||||||||
| 941 E 3300 S | SALT LAKE CITY | UT | 84106 | N/A | PC | GENERAL CONT | $9,258 | |
| MRCHARITY INC | ||||||||
| 740 SE GREENVILLE BLVD STE 400-226 | GREENVILLE | NC | 27858 | N/A | PC | GENERAL CONT | $978 | |
| NAACP | ||||||||
| PO BOX 25414 | SALT LAKE CITY | UT | 84125 | N/A | PC | GENERAL CONT | $5,000 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||||
| 1440 FOOTHILL DR SUITE 200 | SALT LAKE CITY | UT | 84108 | N/A | PC | GENERAL CONT | $110,054 | |
| NATURE CONSERVANCY | ||||||||
| 559 E SOUTH TEMPLE | SALT LAKE CITY | UT | 84102 | N/A | PC | GENERAL CONT | $2,500 | |
| NEIGHBORHOOD HOUSE ASSOCIATION | ||||||||
| 1050 W 500 S | SALT LAKE CITY | UT | 84104 | N/A | PC | GENERAL CONT | $125,000 | |
| ORRIN G HATCH FOUNDATION | ||||||||
| 411 E SOUTH TEMPLE | SALT LAKE CITY | UT | 84111 | N/A | PC | GENERAL CONT | $10,000 | |
| PBS UTAH | ||||||||
| PO BOX 54 | SALT LAKE CITY | UT | 84110 | N/A | PC | GENERAL CONT | $10,000 | |
| PRIMARY CHILDREN'S HOSPITAL | ||||||||
| PO BOX 30180 | SALT LAKE CITY | UT | 84130 | N/A | PC | GENERAL CONT | $20,000 | |
| RISE AND REBUILD FOUNDATION | ||||||||
| 3008 E FALLENTINE RD | SANDY | UT | 84093 | N/A | PC | GENERAL CONT | $5,000 | |
| ROTARY CLUB OF SALT LAKE CITY | ||||||||
| PO BOX 65157 | SALT LAKE CITY | UT | 84165 | N/A | PC | GENERAL CONT | $11,100 | |
| RUFF HAVEN | ||||||||
| 1370 S 400 W | SALT LAKE CITY | UT | 84115 | N/A | PC | GENERAL CONT | $2,500 | |
| SALT LAKE ACTING COMPANY | ||||||||
| 168 W 500 N | SALT LAKE CITY | UT | 84103 | N/A | PC | GENERAL CONT | $5,000 | |
| SHRINERS HOSPITAL FOR CHILDREN | ||||||||
| FAIRFAX ROAD AT VIRGINIA STREET | SALT LAKE CITY | UT | 84103 | N/A | PC | GENERAL CONT | $75,000 | |
| SOUPER BOWL OF CARING INC | ||||||||
| 12600 HILL COUNTRY BLVD STE R-130 | BEE CAVE | TX | 78738 | N/A | PC | GENERAL CONT | $10,000 | 3106 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||||
| 262 DANNY THOMAS PLACE MSC 512 | MEMPHIS | TN | 38105 | N/A | PC | GENERAL CONT | $14,727 | |
| SUTHERLAND INSTITUTE | ||||||||
| 15 W SOUTH TEMPLE STE 200 | SALT LAKE CITY | UT | 84101 | N/A | PC | GENERAL CONT | $5,000 | |
| THE SALT LAKE CITY POLICE FOUNDATION | ||||||||
| PO BOX 3234 | SALT LAKE CITY | UT | 84101 | N/A | PC | GENERAL CONT | $5,000 | |
| THE USO | ||||||||
| PO BOX 96860 | WASHINGTON | DC | 20077 | N/A | PC | GENERAL CONT | $500 | |
| THE UTAH'S FIRST LADY FOUNDATION | ||||||||
| PO BOX 1504 | SALT LAKE CITY | UT | 84110 | N/A | PC | GENERAL CONT | $5,500 | |
| UNIVERSITY OF UTAH - DEPARTMENT OF BIOMEDICAL ENGINEERING | ||||||||
| 201 PRESIDENTS CIRCLE | SALT LAKE CITY | UT | 84112 | N/A | PC | GENERAL CONT | $11,000 | |
| UNIVERSITY OF UTAHUTAH PRESENTS | ||||||||
| 201 PRESIDENTS CIRCLE | SALT LAKE CITY | UT | 84112 | N/A | PC | GENERAL CONT | $2,500 | |
| US FRIENDS OF AMAR | ||||||||
| 2500 E SIMPSON AVE | SALT LAKE CITY | UT | 84109 | N/A | PC | GENERAL CONT | $50,000 | |
| USU INSTITUTE FOR LAND WATER & AIR | ||||||||
| UTAH STATE COLLEGE | LOGAN | UT | 84322 | N/A | PC | GENERAL CONT | $20,000 | |
| UTAH AIDS FOUNDATION | ||||||||
| 150 S 1000 E | SALT LAKE CITY | UT | 84102 | N/A | PC | GENERAL CONT | $20,000 | |
| UTAH COMMUNITY FOUNDATION FOR SOCIAL ENTREPRENEURSHIP | ||||||||
| 1414 E MURRAY HOLLADAY ROAD | SALT LAKE CITY | UT | 84117 | N/A | PC | GENERAL CONT | $500,000 | |
| UTAH FILM CENTER | ||||||||
| 32 W 200 S 407 | SALT LAKE CITY | UT | 84101 | N/A | PC | GENERAL CONT | $5,000 | |
| UTAH HERITAGE & ARTS FOUNDATION | ||||||||
| 3760 S HIGHLAND DR 400 | SALT LAKE CITY | UT | 84106 | N/A | PC | GENERAL CONT | $20,000 | |
| UTAH ISLAMIC CENTER | ||||||||
| 984 WEST 9000 S | WEST JORDAN | UT | 84088 | N/A | PC | GENERAL CONT | $1,000 | |
| UTAH PTA | ||||||||
| 5192 S GREENPINE DR | SALT LAKE CITY | UT | 84123 | N/A | PC | GENERAL CONT | $4,000 | |
| VANGUARD DONOR ADVISED FUND | ||||||||
| PO BOX 55766 | BOSTON | MA | 02205 | N/A | PC | GENERAL CONT | $3,965,750 | |
| VETERANS OF FOREIGN WARS | ||||||||
| 406 WEST 34TH STREET | KANSAS CITY | MO | 64111 | N/A | PC | GENERAL CONT | $500 | |
| WESTMINSTER COLLEGE | ||||||||
| 1840 S 1300 E | SALT LAKE CITY | UT | 84105 | N/A | PC | GENERAL CONT | $60,000 | |
| WOUNDED WARRIOR PROJECT | ||||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | N/A | PC | GENERAL CONT | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,626,367 | 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) |
|---|---|---|
| Unrelated Business Taxbl Incm | $41,577 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,285,903 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $43,754 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $17,415 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $19,649,690 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $58,992 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $26,979,347 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $27,038,339 | 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) |
|---|---|---|
| Amt | $12,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,000 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990-PF, PART VI-B LINE 1A(4): | FormAndLineReferenceDesc |
| Medium Explanation | THE FOUNDATION REIMBURSED CERTAIN BUSINESS, TRAVEL AND MEETING EXPENSES THAT WERE INCURRED BY MEMBERS OF THE CORPORATION AND BOARD WHILE CONDUCTING FOUNDATION BUSINESS. ALL OF THE ABOVE ARE EXCEPTIONS TO SELF-DEALING BECAUSE THE EXPENSE REIMBURSEMENTS WERE REASONABLE AND NECESSARY TO CARRY OUT THE EXEMPT PURPOSE OF THE FOUNDATION AND WERE NOT EXCESSIVE. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COPORATE STOCKS | StockNm |
| EOY Book Value | $131,051,805 | EOYBookValueAmt |
| EOYFMV | $135,384,427 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CULTURAL RESOURCES | $20,000 | $20,000 | $20,000 |
| BUILDING HELD FOR CHARITABLE USE | $900,335 | $900,335 | $3,335,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME FROM INVESTMENTS REPORTED ON BOOKS NOT ON RETURN | Desc |
| Amt | $4,873,148 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER DIRECT CHARITABLE ACTIVITIES | $374,350 | $0 | $374,350 |
| DUES/SUBSCRIPTIONS | $271 | $0 | $271 |
| INSURANCE | $1,489 | $0 | $1,489 |
| OFFICE | $20,403 | $0 | $20,403 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $43,754 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $28,837 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $43,754 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES FROM NORTHERN TRUST | $172,910 | $18,560 | $0 |
| OTHER INV MGMT FEES | $47,729 | $853,517 | $0 |
| INV MGMT FEES FROM ZION | $0 | $706 | $0 |
| CUSTODY FEEDS | $28,837 | $28,837 | $0 |
| CONSULTING FEES | $113,000 | $0 | $113,000 |
| PR/MARKETING FEES | $348,171 | $0 | $348,171 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES FROM NORTHERN TRUST | $0 | $46,116 | $0 |
| EXCISE TAXES | $330,092 | $0 | $0 |
| FOREIGN TAXES FROM ZIONS BANCORPORATION | $0 | $4,424 | $0 |