LARRY H MILLER & GAIL MILLER FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LARRY H MILLER & GAIL MILLER FAMILY FOUNDATION (EIN 51-0641922)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202513219349108526
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Expenditure Responsibility Stmt
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T21:04:24+00:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 Union Street Suite 2800 | AddressLine1Txt |
| City | Seattle | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | 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 | 510641922 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Larry H Miller and Gail Miller Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LARR | BusinessNameControlTxt |
| Phone | 8015634100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9350 S 150 E 1000 | AddressLine1Txt |
| City | Sandy | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 840702721 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mark Tyler | PersonNm |
| Person Title | Accounting Manager | PersonTitleTxt |
| Phone | 8015634100 | PhoneNum |
| Signature | 2025-11-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kathryn Okimoto | PreparerPersonNm |
| PTIN | P00746598 | PTIN |
| Phone | 2069134000 | PhoneNum |
| Preparation | 2025-11-18 | 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 | $773,913,330 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $37,761,487 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $12,992,894 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,039,663 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,116,814 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $219,996,464 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $25,729,585 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $26,054,367 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $8,178,677 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $83,925,562 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $49,947,925 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $20,728 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $20,728 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $44,033 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $44,033 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $8,287,887 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,772,559 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $515,328 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $2,468,700 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $3,102,719 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $520,015 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $134,930 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $6,680,037 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,993,939 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,021,400 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,004,147 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $580,089 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $33,201,549 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $33,201,549 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $51,222,949 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,004,147 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $33,781,638 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $32,702,613 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $31,943,778 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $11,657,326 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $18,343,883 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $18,343,883 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $9,968,631 | AcctRcvblAmt |
| Acct Rcvbl BOY | $11,465,616 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $9,968,631 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $9,968,631 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $19,360,598 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $19,360,598 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $660,128,876 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $717,530,218 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $717,530,218 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $8,710,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $8,710,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $683,251,818 | TotalAssetsBOYAmt |
| Total Assets EOY | $773,913,330 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $773,913,330 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $18,750 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $18,750 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Capital Stock BOY | $683,233,068 | CapitalStockBOYAmt |
| Capital Stock EOY | $773,913,330 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $683,233,068 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $773,913,330 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $683,251,818 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $773,913,330 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $683,233,068 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $32,702,613 | ExcessRevenueOverExpensesAmt |
| Other Increases | $58,066,663 | OtherIncreasesAmt |
| Subtotal | $774,002,344 | SubtotalAmt |
| Other Decreases | $89,014 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $773,913,330 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| Publicly Traded Securities | D | $216,262,541 | $194,266,879 | $21,995,662 | $0 | $21,995,662 |
| Capital Gain Dividends | $155,052 | $155,052 | $0 | $155,052 | ||
| Pass-Through Capital Gains | $3,578,871 | $3,578,871 | $0 | $3,578,871 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $25,729,585 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $444,019 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $444,019 | SubtotalAmt |
| Tax Based On Investment Income | $444,019 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $565,952 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $565,952 | TotalPaymentsAndCreditsAmt |
| Overpayment | $121,933 | OverpaymentAmt |
| Applied To ES Tax | $121,933 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | UT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Mark Tyler | IndividualWithBooksNm |
| Phone | 8015634100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9350 South 150 East Suite 1000 | AddressLine1Txt |
| City | Sandy | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 840702721 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Karen Gail Miller | ||||||||
| 9350 S 150 E | Sandy | UT | 840702721 | Trustee/Director/VP | 2.00 | $0 | $0 | |
| Gregory S Miller | ||||||||
| 9350 S 150 E | Sandy | UT | 840702721 | Director | 2.00 | $0 | $0 | |
| Stephen F Miller | ||||||||
| 9350 S 150 E | Sandy | UT | 840702721 | Director / Vice President | 2.00 | $0 | $0 | |
| Brilliant Miller | ||||||||
| 9350 S 150 E | Sandy | UT | 840702721 | Director | 2.00 | $0 | $0 | |
| Karen R Williams | ||||||||
| 9350 S 150 E | Sandy | UT | 840702721 | Director | 2.00 | $0 | $0 | |
| Braden Miller | ||||||||
| 9350 S 150 E | Sandy | UT | 840702721 | Director | 2.00 | $0 | $0 | |
| Don Stirling | ||||||||
| 9350 S 150 E | Sandy | UT | 840702721 | President | 14.00 | $0 | $0 | |
| Julie Ramos | ||||||||
| 9350 S 150 E | Sandy | UT | 840702721 | Secretary | 30.00 | $0 | $0 | |
| Randy Wright | ||||||||
| 9350 S 150 E | Sandy | UT | 840702721 | Treasurer | 6.00 | $0 | $0 | |
| Zane Miller | ||||||||
| 9350 S 150 E | Sandy | UT | 840702721 | Director | 2.00 | $0 | $0 | Ste 1000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| The Larry H Miller Company | ||||||
| 9350 S 150 E | Ste 1000 | Sandy | UT | 840702721 | Investment Management Fees | $2,695,971 |
| M3 Partners LP | ||||||
| 223 Wilmington West Chester Pike | Suite 303 | Chadds Ford | PA | 19317 | Investment Management Fees | $260,480 |
| Ghost Tree Partners | ||||||
| 18952 MacArthur Blvd | Ste 100 | Irvine | CA | 92612 | Investment Management Fees | $241,927 |
| Lavrock Venture Fund II | ||||||
| 4300 Wilson Blvd | Suite 250 | Arlington | VA | 22203 | Investment Management Fees | $205,746 |
| Arini Credit Master Fund | ||||||
| 333 South Wabash Ave | WB-33 | Chicago | IL | 60604 | Investment Management Fees | $201,897 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 32 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Redemption Holding Company: This PRI will be utilized to acquire and establish the only Black-owned Minority Depository Institution headquartered in the Mountain West. Redemption is committed to providing affordable financial services to underbanked individuals and institutions, including, without limitation, members of minority communities. Redemption also hopes to improve Black participation in syndicated lending activities by housing an MDI syndication desk. However, Redemption's financial services will be available to non-minority individuals and institutions as well. This supports the purpose of the foundation in that one of the sectors the foundation supports is Jobs and Economic Self-Reliance. By offering services to underbanked communities, this PRI should enable improvements and increase opportunities in the lives of the individuals within those communities. | Description1Txt |
| Expenses1 | $4,000,000 | Expenses1Amt |
| Description2 | Proxima: This PRI will be utilized to serve individuals from marginalized communities in Utah who face significant barriers to be able to pursue education in healthcare and ultimately a career. This will be done by identifying individuals in marginalized communities and provide them with resources and support throughout their educational/professional journey. This PRI serves the purpose of the foundation in that one of the sectors that the foundation contributes to is Healthcare and Jobs and Economic Self-Reliance. | Description2Txt |
| Expenses2 | $1,110,000 | Expenses2Amt |
| All Other Program Rltd Invst Tot | $1,100,000 | AllOtherProgramRltdInvstTotAmt |
| Total | $6,210,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $724,677,249 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,256,299 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $734,933,548 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $734,933,548 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,024,003 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $723,909,545 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $36,195,477 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $36,195,477 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $444,019 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $444,019 | TotalTaxAmt |
| Distributable Before Adj | $35,751,458 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $35,751,458 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $35,751,458 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $33,781,638 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $6,210,000 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $39,991,638 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $35,751,458 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,824,853 | UndistributedIncomePYAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $39,991,638 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,824,853 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $35,166,785 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $584,673 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Karen G Miller Vice President | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (324 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A Child's Hope Foundation | ||||||||
| 165 N 1330 W STE A1 | Orem | UT | 84057 | NONE | PC | General Financial Support | $25,000 | |
| Active Re-Entry | ||||||||
| 10 S Fairgrounds Rd | Price | UT | 84501 | NONE | PC | General Financial Support | $50,000 | |
| All Hands and Hearts | ||||||||
| 82 County Road PMB 79 | Mattapoisett | MA | 02739 | NONE | PC | General Financial Support | $5,000 | |
| Allen and Alice Stokes Nature | ||||||||
| PO Box 4204 | Logan | UT | 84323 | NONE | PC | General Financial Support | $5,000 | |
| Alliance House | ||||||||
| 1724 S Main St | Salt Lake City | UT | 84115 | NONE | PC | General Financial Support | $5,000 | |
| Alpine School District Foundation | ||||||||
| 575 N 100 E | American Fork | UT | 84003 | NONE | PC | General Financial Support | $26,000 | |
| Alzheimer's Association Utah Chapter | ||||||||
| 6975 S Union Park Ave | Midvale | UT | 84047 | NONE | PC | General Financial Support | $100,000 | |
| American Farmland Trust | ||||||||
| 1150 Connecticut Ave NW STE 600 | Washington | DC | 20036 | NONE | PC | General Financial Support | $100,000 | |
| American Heart Association | ||||||||
| 465 S 400 E STE 110 | Salt Lake City | UT | 84111 | NONE | PC | General Financial Support | $4,000 | |
| American Indian Services | ||||||||
| 3115 E Lion Ln STE 320 | Salt Lake City | UT | 84121 | NONE | PC | General Financial Support | $25,000 | |
| American Red Cross | ||||||||
| 6616 S 900 E | Salt Lake City | UT | 84121 | NONE | PC | General Financial Support | $10,000 | |
| Anasazi Foundation | ||||||||
| 1424 S Stapley Dr | Mesa | AZ | 85204 | NONE | PC | General Financial Support | $130,000 | |
| And Justice for All | ||||||||
| 960 S Main St | Salt Lake City | UT | 84101 | NONE | PC | General Financial Support | $10,000 | |
| Arawaka Inc | ||||||||
| PO Box 278 | Ribera | NM | 87560 | NONE | PC | General Financial Support | $25,000 | |
| Arm in Arm Outreach | ||||||||
| PO Box 935 | Wilton | CA | 95693 | NONE | PC | General Financial Support | $50,000 | |
| Asian Association Of Utah DBA Refugee And Immigrant Center | ||||||||
| 155 S 300 W STE 101 | Salt Lake City | UT | 84101 | NONE | PC | General Financial Support | $20,000 | |
| Aspen Magdalene House | ||||||||
| PO Box 522006 | Salt Lake City | UT | 84152 | NONE | POF | General Financial Support | $100,000 | |
| Association For Growth And Education | ||||||||
| 2342 Shattuck Ave STE 886 | Berkeley | CA | 94704 | NONE | PC | General Financial Support | $25,000 | |
| Autism Solutions Academy | ||||||||
| 1785 W 7888 S | West Jordan | UT | 84088 | NONE | PC | General Financial Support | $6,000 | |
| Ballet West | ||||||||
| 52 W 200 S | Salt Lake City | UT | 84101 | NONE | PC | General Financial Support | $15,000 | |
| Bear O Care | ||||||||
| 1864 W 12600 S STE 7-9 | Riverton | UT | 84065 | NONE | PC | General Financial Support | $5,000 | |
| Because He First Loved Us | ||||||||
| 931 North Colorado Street | Salt Lake City | UT | 84116 | NONE | PC | General Financial Support | $2,500 | |
| Best Buddies International Utah | ||||||||
| 1330 E 2100 S | Salt Lake City | UT | 84106 | NONE | PC | General Financial Support | $5,000 | |
| Best Defense Foundation | ||||||||
| 249 HWY 101 STE 312 Solana | Beach | CA | 92075 | NONE | PC | General Financial Support | $10,000 | |
| Bicycle Collective | ||||||||
| 325 West 900 South | Salt Lake City | UT | 84101 | NONE | PC | General Financial Support | $25,000 | |
| Bike Utah | ||||||||
| 960 S Main Street | Salt Lake City | UT | 84101 | NONE | PC | General Financial Support | $7,000 | |
| Bountiful Philharmonia | ||||||||
| 2486 S 450 E | Bountiful | UT | 84010 | NONE | PC | General Financial Support | $5,000 | |
| Box Elder Family Support Center | ||||||||
| 276 N 200 E | Brigham City | UT | 84302 | NONE | PC | General Financial Support | $20,000 | |
| Boys & Girls Club of Greater Salt Lake | ||||||||
| PO Box 57071 | Murray | UT | 84157 | NONE | PC | General Financial Support | $5,000 | |
| Boys & Girls Clubs of Utah County | ||||||||
| 702 E 1910 S STE 3 | Provo | UT | 84606 | NONE | PC | General Financial Support | $250,000 | |
| Bridgerland Technical College | ||||||||
| 1301 N 600 W | Logan | UT | 84321 | NONE | PC | General Financial Support | $15,000 | |
| Bridle Up Hope | ||||||||
| 1141 E Watkins Ln | Alpine | UT | 84004 | NONE | PC | General Financial Support | $50,000 | |
| Brigham Young University | ||||||||
| A-41 ASB | Provo | UT | 84602 | NONE | PC | General Financial Support | $600,000 | |
| Bright Again | ||||||||
| 1761 N 175 E | Layton | UT | 84041 | NONE | PC | General Financial Support | $1,000 | |
| Canyonlands Field Institute | ||||||||
| PO Box 68 | Moab | UT | 84532 | NONE | PC | General Financial Support | $5,000 | |
| Carter Reservoir Mustangs Inc | ||||||||
| PO Box 357 | Richland | OR | 97870 | NONE | PC | General Financial Support | $5,000 | |
| Catholic Community Services of Utah | ||||||||
| 224 N 2200 W | Salt Lake City | UT | 84116 | NONE | PC | General Financial Support | $50,000 | |
| Center For Latter Day Saints Arts | ||||||||
| PO Box 230465 New | York | NY | 10023 | NONE | PC | General Financial Support | $20,000 | |
| Centro Civico Mexicano | ||||||||
| 155 South 600 West | Salt Lake City | UT | 84101 | NONE | PC | General Financial Support | $10,000 | |
| Centro de la Familia | ||||||||
| 525 South 300 West | Salt Lake City | UT | 84101 | NONE | PC | General Financial Support | $10,000 | |
| Chabad Lubavitch of Utah | ||||||||
| 1760 S 1100 E | Salt Lake City | UT | 84105 | NONE | PC | General Financial Support | $50,000 | |
| Chairbound Sportsman | ||||||||
| 171 N 850 W | Springville | UT | 84663 | NONE | PC | General Financial Support | $10,000 | |
| Charity Vision | ||||||||
| 3210 N Canyon Rd 107 | Provo | UT | 84604 | NONE | PC | General Financial Support | $25,000 | |
| Charity Water | ||||||||
| 230 Franklin Rd Suite 11-II | Franklin | TN | 37064 | NONE | PC | General Financial Support | $100,000 | |
| Chicanos Por La Causa Inc | ||||||||
| 1112 E Buckeye Rd | Phoenix | AZ | 85034 | NONE | PC | General Financial Support | $150,000 | |
| Children First Education Fund | ||||||||
| 5414 W Daybreak Pkwy C-4 433 | South Jordan | UT | 84009 | NONE | PC | General Financial Support | $25,000 | |
| Christian Center Of Park City | ||||||||
| PO Box 683480 | Park City | UT | 84068 | NONE | PC | General Financial Support | $250,000 | |
| Cities Strong Foundation | ||||||||
| PO Box 58204 | Salt Lake City | UT | 84108 | NONE | PC | General Financial Support | $10,000 | |
| Clean Slate Utah | ||||||||
| 275 E 200 S | Salt Lake City | UT | 84111 | NONE | PC | General Financial Support | $200,000 | |
| Club Ability Foundation | ||||||||
| 845 S Main StreetSuite B8 | Bountiful | UT | 84010 | NONE | PC | General Financial Support | $10,000 | |
| Columbus Community Foundation | ||||||||
| 3495 South West Temple | Salt Lake City | UT | 84115 | NONE | PC | General Financial Support | $25,000 | |
| Common Thread | ||||||||
| 15269 S Drumbeat Ln | Bluffdale | UT | 84065 | NONE | PC | General Financial Support | $15,000 | |
| Community Foundation Of Utah | ||||||||
| 2257 S 1100 E STE 205 | Salt Lake City | UT | 84106 | NONE | PC | General Financial Support | $100,000 | |
| Community Nursing Services | ||||||||
| 2830 S Redwood Rd STE A | Salt Lake City | UT | 84119 | NONE | PC | General Financial Support | $50,000 | |
| Comunidad Materna En Utah | ||||||||
| 1578 W 100 SSte 204 | Salt Lake City | UT | 841043448 | NONE | PC | General Financial Support | $40,000 | |
| Continue Mission | ||||||||
| 1002 W 900 S | Woods Cross | UT | 84087 | NONE | PC | General Financial Support | $25,000 | |
| Corporation Of The President | ||||||||
| 50 E South Temple | Salt Lake City | UT | 84111 | NONE | PC | General Financial Support | $300,000 | |
| Courage Reins | ||||||||
| 5870 W 10400 NSte C | Highland | UT | 84003 | NONE | PC | General Financial Support | $10,000 | |
| CS Velo | ||||||||
| 143 Sutton Rd | Ardmore | PA | 19003 | NONE | PC | General Financial Support | $50,000 | |
| Dahlia's Hope Non-Profit Inc | ||||||||
| 13961 S Minuteman Dr Ste 101 | Draper | UT | 840208085 | NONE | PC | General Financial Support | $25,000 | |
| Davis Education Foundation | ||||||||
| 130 N Main Street | Farmington | UT | 84025 | NONE | PC | General Financial Support | $250,000 | |
| Davis Technical College Foundation | ||||||||
| 550 E 300 S | Kaysville | UT | 84037 | NONE | PC | General Financial Support | $7,500 | |
| DDI Vantage | ||||||||
| 670 East 3900 SouthSuite 210 | Salt Lake City | UT | 84106 | NONE | PC | General Financial Support | $15,000 | |
| Deseret First Charitable Foundation | ||||||||
| 3999 W Parkway Blvd | West Valley City | UT | 84120 | NONE | PC | General Financial Support | $15,000 | |
| Deseret Heritage Association | ||||||||
| 3830 W 4500 S | Deseret | UT | 84624 | NONE | PC | General Financial Support | $8,000 | |
| Discovery Gateway Children's Museum | ||||||||
| 444 W 100 S | Salt Lake City | UT | 84101 | NONE | PC | General Financial Support | $25,000 | |
| Downtown SLC Presents dba Downtown Alliance | ||||||||
| 201 South Main Street 2300 | Salt Lake City | UT | 84102 | NONE | PC | General Financial Support | $10,000 | |
| Draper Historic Theatre | ||||||||
| 12366 S 900 E | Draper | UT | 84020 | NONE | PC | General Financial Support | $50,000 | |
| DreamOrg | ||||||||
| 1630 San Pablo Ave 4th Floor | Oakland | CA | 94612 | NONE | PC | General Financial Support | $25,000 | |
| Duchesne County School District Foundation | ||||||||
| 1010 East 200 North | Roosevelt | UT | 84066 | NONE | PC | General Financial Support | $5,000 | |
| Duke University | ||||||||
| PO Box 90581 | Durham | NC | 27708 | NONE | PC | General Financial Support | $150,000 | |
| Emery County School District Foundation | ||||||||
| 120 N Main | St Huntington | UT | 84528 | NONE | PF | General Financial Support | $2,500 | |
| Emery Town Heritage Council Dba Emery Town | ||||||||
| 65 North Center | Emery | UT | 84522 | NONE | PC | General Financial Support | $30,000 | |
| English Language Center of Cache Valley | ||||||||
| 1544 N 200 W | Logan | UT | 84341 | NONE | PC | General Financial Support | $25,000 | |
| Excellence In The Community | ||||||||
| 10073 Stone Wall Court | Sandy | UT | 84092 | NONE | PC | General Financial Support | $30,000 | |
| Eye Care 4 Kids | ||||||||
| 6911 S State St | Midvale | UT | 84047 | NONE | PC | General Financial Support | $40,050 | |
| Family Promise of Ogden | ||||||||
| PO Box 13818 | Ogden | UT | 84412 | NONE | PC | General Financial Support | $50,000 | |
| Family Promise Salt Lake | ||||||||
| 814 W 800 S | Salt Lake City | UT | 84104 | NONE | PC | General Financial Support | $25,000 | |
| Feeding America | ||||||||
| 161 N Clark St STE 700 | Chicago | IL | 60601 | NONE | PC | General Financial Support | $10,000 | |
| Fight Against Domestic Violence | ||||||||
| 7588 Union Park Ave Ste 200 | Salt Lake City | UT | 84047 | NONE | PC | General Financial Support | $25,000 | |
| First Step House | ||||||||
| 440 S 500 E | Salt Lake City | UT | 84102 | NONE | PC | General Financial Support | $48,000 | |
| First Tee Utah | ||||||||
| 680 W 3300 S | Salt Lake City | UT | 84119 | NONE | PC | General Financial Support | $5,000 | |
| Folds Of Honor | ||||||||
| Department 13 | Tulsa | OK | 74182 | NONE | PC | General Financial Support | $25,000 | |
| FPC Preservation Foundation | ||||||||
| 12 C St | Salt Lake City | UT | 841032329 | NONE | PC | General Financial Support | $177,000 | |
| Friends For Sight | ||||||||
| 6715 S 1300 E STE 250 | Salt Lake City | UT | 84121 | NONE | PC | General Financial Support | $5,000 | |
| Friends Of Switchpoint Inc | ||||||||
| 948 N 1300 W | Saint George | UT | 84770 | NONE | PC | General Financial Support | $1,000,000 | |
| Friends Of The Children-Utah | ||||||||
| 5361 S 4220 W STE B | Kearns | UT | 84118 | NONE | PC | General Financial Support | $102,500 | |
| Friends Of The Helper Area | ||||||||
| 235 S 200 E | Helper | UT | 84526 | NONE | PC | General Financial Support | $10,000 | |
| Friends Of The Salt Lake City Public Library | ||||||||
| 210 E 400 S | Salt Lake City | UT | 84111 | NONE | PC | General Financial Support | $10,000 | |
| Friends of Wasatch Mental Health Foundation | ||||||||
| 750 N Freedom Blvd | Provo | UT | 84601 | NONE | PC | General Financial Support | $50,000 | |
| Gail S Halvorsen Aviation Education Foundation | ||||||||
| 2050 N 300 W 23 | Spanish Fork | UT | 84660 | NONE | PC | General Financial Support | $10,000 | |
| Garden Island Resource Conservation & Development | ||||||||
| 4253 Rice St STE C | Lihue | HI | 967661315 | NONE | PC | General Financial Support | $10,000 | |
| Generationall | ||||||||
| 299 S Main St STE 2450 | Salt Lake City | UT | 84111 | NONE | PC | General Financial Support | $25,000 | |
| Genius Recovery Foundation Inc | ||||||||
| 15821 Ventura Blvd STE 490 | Encino | CA | 91436 | NONE | PC | General Financial Support | $50,000 | |
| Gifted Music School | ||||||||
| 182 S 600 E | Salt Lake City | UT | 84102 | NONE | PC | General Financial Support | $10,000 | |
| Girl Scouts-Arizona Cactus-Pine Council Inc | ||||||||
| 119 East Coronado Rd | Phoenix | AZ | 85004 | NONE | PC | General Financial Support | $10,000 | |
| Giving Back Fund | ||||||||
| 500 Commercial St STE 4R | Boston | MA | 02109 | NONE | PC | General Financial Support | $50,000 | |
| Globus Relief | ||||||||
| 1365 Gladiola St STE C | Salt Lake City | UT | 84104 | NONE | PC | General Financial Support | $5,000 | |
| Golden Spike Foundation | ||||||||
| 60 S 600 E STE 150 | Salt Lake City | UT | 84102 | NONE | PC | General Financial Support | $250,000 | |
| Grand County Education Foundation | ||||||||
| PO Box 1653 | Moab | UT | 84532 | NONE | PC | General Financial Support | $2,000 | |
| Granite Education Foundation | ||||||||
| 2500 S State St STE D-108 | Salt Lake City | UT | 84115 | NONE | PC | General Financial Support | $10,000 | |
| Great Basin Heritage Area Partnership Attn Oak City Veterans Memorial | ||||||||
| Box 97 | Baker | NV | 89311 | NONE | PC | General Financial Support | $10,000 | |
| Guadalupe School | ||||||||
| 1385 N 1200 W | Salt Lake City | UT | 84116 | NONE | PC | General Financial Support | $208,500 | |
| Hale Centre Theatre | ||||||||
| 9900 S Monroe St | Sandy | UT | 84070 | NONE | PC | General Financial Support | $250,000 | |
| Hartland Community 4 Youth & Families | ||||||||
| 1578 West 1700 SouthSte 201 | Salt Lake City | UT | 84104 | NONE | PC | General Financial Support | $15,000 | |
| Hawaii Community Foundation | ||||||||
| 827 Fort Street Mall | Honolulu | HI | 96813 | NONE | PC | General Financial Support | $10,000 | |
| Health Integration And Resiliency Center | ||||||||
| 3382 E Appaloosa Wy | Eagle Mountain | UT | 84005 | NONE | PC | General Financial Support | $20,000 | |
| Hearsee | ||||||||
| 162 N 400 E STE A-204 | Saint George | UT | 84770 | NONE | PC | General Financial Support | $15,000 | |
| Heartsmarts For Life | ||||||||
| 7912 River Rd STE 1205 | North Bergen | NJ | 07047 | NONE | PC | General Financial Support | $25,000 | |
| Historic Trinity Ame | ||||||||
| 239 E 600 S | Salt Lake City | UT | 84111 | NONE | PC | General Financial Support | $60,000 | |
| Holding Out HELP | ||||||||
| 748 E Pioneer Rd | Draper | UT | 84020 | NONE | PC | General Financial Support | $50,000 | |
| Hollow Tree Honey Foundation | ||||||||
| 1080 E Oakridge Cir | Sandy | UT | 84094 | NONE | PF | General Financial Support | $5,000 | |
| Hope Box Performing Arts | ||||||||
| 1700 S Frontage Rd | Kaysville | UT | 84037 | NONE | PC | General Financial Support | $5,000 | |
| Humane Society of Utah | ||||||||
| 4242 S 300 W | Salt Lake City | UT | 84107 | NONE | PC | General Financial Support | $20,000 | |
| Huntsman Mental Health Foundation | ||||||||
| 500 S Huntsman Wy | Salt Lake City | UT | 84108 | NONE | PC | General Financial Support | $325,000 | |
| Inspiring Children Foundation | ||||||||
| 1801 N Martin L King Blvd STE 27125 | Las Vegas | NV | 89127 | NONE | PC | General Financial Support | $25,000 | 8 |
| Intermountain Therapy Animals | ||||||||
| 4050 South 2700 East | Salt Lake City | UT | 84124 | NONE | PC | General Financial Support | $10,000 | |
| International Justice Mission | ||||||||
| PO Box 96961 | Washington | DC | 20090 | NONE | PC | General Financial Support | $5,000 | |
| International Rescue Committee Inc | ||||||||
| 221 South 400 West | Salt Lake City | UT | 84101 | NONE | PC | General Financial Support | $11,100 | |
| Iron County School District Foundation | ||||||||
| 2077 W Royal Hunte Dr | Cedar City | UT | 84720 | NONE | PC | General Financial Support | $9,500 | |
| Jayhawks House | ||||||||
| 445 North 1300 West | Salt Lake City | UT | 84116 | NONE | PC | General Financial Support | $10,000 | |
| Jdrf Mountain West Chapter | ||||||||
| PO Box 5048 | Hagerstown | MD | 21741 | NONE | PC | General Financial Support | $15,000 | |
| Jordan Education Foundation | ||||||||
| 7387 S Campus View Dr | West Jordan | UT | 84084 | NONE | PC | General Financial Support | $72,000 | |
| Journey of Hope Utah | ||||||||
| 898 S State StSte 310 694 | Orem | UT | 84058 | NONE | PC | General Financial Support | $10,000 | |
| Kauai Ballet Academy Foundation | ||||||||
| 3121 F Lauoho Rd | Kalaheo | HI | 96741 | NONE | PF | General Financial Support | $5,000 | |
| Kauai Independent Food Bank | ||||||||
| PO Box 4035 | Lihue | HI | 967669953 | NONE | PC | General Financial Support | $10,000 | |
| Kids On The Move Inc | ||||||||
| 475 W 260 N | Orem | UT | 84057 | NONE | PC | General Financial Support | $10,000 | |
| Kiss The Ground | ||||||||
| 401 N Fulton St | Ojai | CA | 93023 | NONE | PC | General Financial Support | $25,000 | |
| KONY Charities DBA KONY Coins for Kids | ||||||||
| 3143 S 840 E STE 100 | Saint George | UT | 84790 | NONE | PC | General Financial Support | $19,000 | |
| Kostopulos Dream Foundation | ||||||||
| 4180 E Emigration Canyon Rd | Salt Lake City | UT | 84108 | NONE | PC | General Financial Support | $50,000 | |
| KRCL | ||||||||
| 535 W 300 N STE A | Salt Lake City | UT | 84116 | NONE | PC | General Financial Support | $10,000 | |
| Lauren McCluskey Foundation | ||||||||
| 1256 SE Bishop Blvd STE J | Pullman | WA | 99163 | NONE | PC | General Financial Support | $5,000 | |
| Little Miracles Foundation | ||||||||
| 11222 South Midas View Circle | South Jordan | UT | 84095 | NONE | PC | General Financial Support | $10,000 | |
| Logan City School District Foundation | ||||||||
| 101 West Center Street | Logan | UT | 84321 | NONE | PC | General Financial Support | $8,000 | |
| Loveland Living Planet Aquarium | ||||||||
| 12033 S Lone Peak Pkwy | Draper | UT | 84020 | NONE | PC | General Financial Support | $5,000 | |
| Madison House Autism Foundation | ||||||||
| 611 Rockville Pike STE150 | Rockville | MD | 20852 | NONE | PC | General Financial Support | $100,000 | |
| Major Brent Taylor Leadership Legacy Foundation | ||||||||
| 123 W 3100 N | Ogden | UT | 84414 | NONE | PC | General Financial Support | $67,000 | |
| Maliheh Free Clinic | ||||||||
| 941 E 3300 S | Salt Lake City | UT | 84106 | NONE | PC | General Financial Support | $35,000 | |
| McGeorge School of Law | ||||||||
| 3200 5th Avenue | Sacramento | CA | 95817 | NONE | PC | General Financial Support | $5,000 | |
| Meals on Wheels Summit Utah And Wasatch | ||||||||
| 586 E 800 N | Orem | UT | 84097 | NONE | PC | General Financial Support | $10,000 | |
| Mestizo LLC | ||||||||
| 631 W North Temple St | Salt Lake City | UT | 84116 | NONE | PC | General Financial Support | $1,415 | |
| Millard School District Foundation | ||||||||
| 285 East 450 North | Delta | UT | 84624 | NONE | PC | General Financial Support | $3,000 | |
| Mis Raices Foundation of Allan Moreno | ||||||||
| 3818 S Buckley Mine Drive | Magna | UT | 84044 | NONE | PC | General Financial Support | $10,000 | |
| Missio Dei Community | ||||||||
| 510 West 200 North | Salt Lake City | UT | 84116 | NONE | PC | General Financial Support | $20,000 | |
| Moab Free Health Clinic | ||||||||
| 121 W 200 S STE A | Moab | UT | 84532 | NONE | PC | General Financial Support | $25,000 | |
| More Good Foundation | ||||||||
| 3507 N University Ave STE 200 | Provo | UT | 84604 | NONE | PC | General Financial Support | $150,000 | |
| Morgan Education Foundation | ||||||||
| 67 North 200 East | Morgan | UT | 84050 | NONE | PC | General Financial Support | $10,000 | |
| Mormon History Association | ||||||||
| 3214 N University Ave 406 | Provo | UT | 84604 | NONE | PC | General Financial Support | $10,000 | |
| Mountainland Small Business Loan Fund | ||||||||
| 586 East 800 North | Orem | UT | 84097 | NONE | PC | General Financial Support | $10,000 | |
| Mundi Project | ||||||||
| PO Box 520696 | Salt Lake City | UT | 84152 | NONE | PC | General Financial Support | $5,000 | |
| Murray Education Foundation | ||||||||
| 5102 S Commerce Dr Building 1 | Murray | UT | 84087 | NONE | PC | General Financial Support | $4,500 | |
| My Story Matters | ||||||||
| PO Box 382 | Springville | UT | 84663 | NONE | PC | General Financial Support | $30,000 | |
| National Ability Center | ||||||||
| 1000 Ability Wy | Park City | UT | 84060 | NONE | PC | General Financial Support | $50,000 | |
| National Alliance On Mental Illness - Utah Dba Nami | ||||||||
| 1600 West 2200 South 202 | Salt Lake City | UT | 84119 | NONE | PC | General Financial Support | $5,000 | |
| National Park Foundation | ||||||||
| PO Box 17394 | Baltimore | MD | 21298 | NONE | PC | General Financial Support | $5,000 | |
| National Scleroderma Foundation | ||||||||
| 300 Rosewood Drive Suite 105 | Danvers | MA | 01923 | NONE | PC | General Financial Support | $15,000 | |
| Nebo Education Foundation | ||||||||
| 350 S Main St | Spanish Fork | UT | 84660 | NONE | PC | General Financial Support | $15,000 | |
| Neighborhood House | ||||||||
| 1050 W 500 S | Salt Lake City | UT | 84104 | NONE | PC | General Financial Support | $240,000 | |
| Neighborworks Salt Lake | ||||||||
| 622 W 500 N | Salt Lake City | UT | 84116 | NONE | PC | General Financial Support | $50,000 | |
| Neuroworx | ||||||||
| 90 W Albion Village Wy | Sandy | UT | 84070 | NONE | PC | General Financial Support | $1,000,000 | |
| Ogden Cycling Education Foundation | ||||||||
| 3401 Polk Avenue | Ogden | UT | 84403 | NONE | PC | General Financial Support | $50,000 | |
| Ogden School Foundation | ||||||||
| 1950 Monroe Blvd Rm 107 | Ogden | UT | 84401 | NONE | PC | General Financial Support | $25,000 | |
| Ogden-Weber Technical College Foundation | ||||||||
| 200 N Washington Blvd | Ogden | UT | 84404 | NONE | PC | General Financial Support | $1,000,000 | |
| One Big Family | ||||||||
| 1547 W Spring Meadow Ln | Farmington | UT | 84025 | NONE | PC | General Financial Support | $5,000 | |
| One Refugee | ||||||||
| 101 S 200 E STE 200 | Salt Lake City | UT | 84111 | NONE | POF | General Financial Support | $20,000 | |
| One Revolution Foundation | ||||||||
| PO Box 681026 | Park City | UT | 84068 | NONE | PC | General Financial Support | $35,000 | |
| One Utah Health Collaborative Inc | ||||||||
| 350 East 450 South | Salt Lake City | UT | 84111 | NONE | PC | General Financial Support | $50,000 | |
| Open Doors | ||||||||
| 1360 E 1450 S | Clearfield | UT | 84015 | NONE | PC | General Financial Support | $25,000 | |
| Pachamama Alliance | ||||||||
| PO Box 29191 San | Francisco | CA | 94129 | NONE | PC | General Financial Support | $50,000 | |
| Pacific Heritage Schools | ||||||||
| 1755 W 1100 N | Salt Lake City | UT | 84116 | NONE | PC | General Financial Support | $15,000 | |
| Pacific Island Knowledge 2 Action Resources Inc | ||||||||
| 3616 W Gooseberry Ct | Taylorsville | UT | 84129 | NONE | PC | General Financial Support | $10,000 | |
| Pan-African Westside Salt Lake Co-op Inc | ||||||||
| 1151 S Redwood RoadSuite 102 | Salt Lake City | UT | 84104 | NONE | PC | General Financial Support | $10,000 | |
| Park City Community Foundation | ||||||||
| PO Box 681499 | Park City | UT | 84068 | NONE | PC | General Financial Support | $25,000 | |
| Passionate Wings | ||||||||
| 1002 E South Temple 5th Floor | Salt Lake City | UT | 84102 | NONE | PC | General Financial Support | $10,000 | |
| Peoples Health Clinic | ||||||||
| 650 Round Valley Drive | Park City | UT | 84060 | NONE | PC | General Financial Support | $25,000 | |
| PHASE Alliance | ||||||||
| 1525 W 2960 S | Logan | UT | 84321 | NONE | PC | General Financial Support | $40,000 | |
| Prevent Child Abuse Utah | ||||||||
| 2121 S State St | Salt Lake City | UT | 84115 | NONE | PC | General Financial Support | $150,000 | |
| PreventHer | ||||||||
| 940 East South Union Avenue | Midvale | UT | 84047 | NONE | PC | General Financial Support | $7,500 | |
| Procares Medical Non-Profit | ||||||||
| 1192 Draper Parkway 464 | Draper | UT | 84020 | NONE | PC | General Financial Support | $50,000 | |
| PROG Holdings Foundation Inc | ||||||||
| 256 West Data Drive | Draper | UT | 84020 | NONE | POF | General Financial Support | $13,000 | |
| Provo City School District Foundation | ||||||||
| 280 W 940 N | Provo | UT | 84604 | NONE | PC | General Financial Support | $14,000 | |
| Race Swami | ||||||||
| 2751 South 2700 East | Salt Lake City | UT | 84109 | NONE | PC | General Financial Support | $10,000 | |
| Raise The Future | ||||||||
| 7414 S State St | Midvale | UT | 84095 | NONE | PC | General Financial Support | $150,000 | |
| Recovery Group-Good Time Golf | ||||||||
| 12498 S 1840 E | Draper | UT | 84020 | NONE | PC | General Financial Support | $50,000 | |
| Refugee Support Service of Utah | ||||||||
| 4122 South 1785 WestSuite 105 | Taylorsville | UT | 84129 | NONE | PC | General Financial Support | $5,000 | |
| Returning Glory | ||||||||
| 34505 E Drinkwater Rd Lone | Jack | MO | 64070 | NONE | PC | General Financial Support | $5,000 | |
| Rise Up School Of Dance | ||||||||
| 3545 W Pawnee St | West Valley City | UT | 84119 | NONE | PC | General Financial Support | $10,000 | |
| Rocky Mountain Elk Foundation | ||||||||
| 5705 Grant Creek Rd | Missoula | MT | 59808 | NONE | PC | General Financial Support | $10,000 | |
| Rocky Mountain Innocence Center | ||||||||
| 358 S 700 E STE B235 | Salt Lake City | UT | 84102 | NONE | PC | General Financial Support | $50,000 | |
| Ronald McDonald House Charities of the Intermountain Area | ||||||||
| 935 E South Temple | Salt Lake City | UT | 84102 | NONE | PC | General Financial Support | $15,000 | |
| Roots Charter High School | ||||||||
| 2250 S 1300 W | Salt Lake City | UT | 84119 | NONE | PC | General Financial Support | $50,000 | |
| Roots of Humanity Foundation Inc | ||||||||
| 3125 W Executive Pkwy | Lehi | UT | 840435750 | NONE | PC | General Financial Support | $100,000 | |
| Royal Blue Collective Foundation | ||||||||
| 202 W Creekside Cir | Alpine | UT | 84004 | NONE | PC | General Financial Support | $50,000 | |
| Saddle Of Love | ||||||||
| 1339 Whileaway Rd | Park City | UT | 84098 | NONE | PC | General Financial Support | $15,000 | |
| Safe Harbor Crisis Center | ||||||||
| 223 Larson Ln | Layton | UT | 84041 | NONE | PC | General Financial Support | $30,000 | |
| Sageland Collaborative | ||||||||
| 824 S 400 W STE B-119 | Salt Lake City | UT | 84101 | NONE | PC | General Financial Support | $15,000 | |
| Salt Lake American | ||||||||
| 1151 S Redwood RoadUnit 102 | Salt Lake City | UT | 84102 | NONE | PC | General Financial Support | $14,000 | |
| Salt Lake City Mission | ||||||||
| PO Box 142 | Salt Lake City | UT | 84110 | NONE | PC | General Financial Support | $20,000 | |
| Salt Lake City Police Foundation | ||||||||
| 29 South State Street 404 | Salt Lake City | UT | 84111 | NONE | PC | General Financial Support | $5,000 | |
| Salt Lake Community College Foundation | ||||||||
| 4600 S Redwood Rd | Salt Lake City | UT | 84123 | NONE | SO III FI | General Financial Support | $250,000 | |
| Salt Lake County Foundation | ||||||||
| 2001 South State St Ste N2100 | Salt Lake City | UT | 84190 | NONE | PC | General Financial Support | $10,035,000 | |
| Salt Lake Crit | ||||||||
| 1147 E Ramona Ave | Salt Lake City | UT | 84105 | NONE | PC | General Financial Support | $110,000 | |
| Salt Lake Donated Dental Services | ||||||||
| 1383 S 900 W STE 128 | Salt Lake City | UT | 84104 | NONE | PC | General Financial Support | $10,000 | |
| Salt Lake Education Foundation | ||||||||
| 440 E 100 S | Salt Lake City | UT | 84111 | NONE | PC | General Financial Support | $31,000 | |
| Salt Lake Valley Habitat For Humanity | ||||||||
| 1276 S 500 W | Salt Lake City | UT | 84101 | NONE | PC | General Financial Support | $20,000 | |
| Samaritan's Purse | ||||||||
| PO Box 3000 | Boone | NC | 28607 | NONE | PC | General Financial Support | $25,000 | |
| San Juan School District Education Foundation | ||||||||
| 200 N Main | St Blanding | UT | 84511 | NONE | PC | General Financial Support | $6,000 | |
| Saprea | ||||||||
| 4101 Thanksgiving Wy | Lehi | UT | 84043 | NONE | PC | General Financial Support | $35,000 | |
| Scenic Utah | ||||||||
| 5 S 500 W UNIT 102 | Salt Lake City | UT | 84101 | NONE | PC | General Financial Support | $25,000 | |
| Seekhaven Inc | ||||||||
| 81 N 300 E | Moab | UT | 84532 | NONE | PC | General Financial Support | $10,000 | |
| Senior Charity Care Foundation | ||||||||
| 1555 W 2200 S STE B | Salt Lake City | UT | 84119 | NONE | PC | General Financial Support | $9,000 | |
| Shelter The Homeless Committee Inc | ||||||||
| 242 Paramount Ave | Salt Lake City | UT | 84115 | NONE | PC | General Financial Support | $111,610 | |
| Shriners Hospital for Children-Salt Lake City | ||||||||
| 1275 E Fairfax Rd | Salt Lake City | UT | 84103 | NONE | PC | General Financial Support | $25,000 | |
| Sistema Utah | ||||||||
| 3636 W 3100 S | West Valley City | UT | 84120 | NONE | PC | General Financial Support | $5,000 | |
| Six County Community Housing Inc | ||||||||
| 82 E 600 N | Richfield | UT | 84701 | NONE | PC | General Financial Support | $30,000 | |
| Snow College Advancement Office | ||||||||
| 150 E College Ave | Ephraim | UT | 84627 | NONE | PC | General Financial Support | $73,000 | |
| Snowbasin Adaptive Sports Education | ||||||||
| 2955 Harrison | Ogden | UT | 84403 | NONE | PC | General Financial Support | $7,500 | |
| Snowbird Sports Education Foundation | ||||||||
| 3165 E Millrock Dr STE 190 | Salt Lake City | UT | 84121 | NONE | PC | General Financial Support | $8,900 | |
| Soil Health Institute | ||||||||
| 2803 Slater Rd Ste 115 | Morrisville | NC | 27560 | NONE | PC | General Financial Support | $40,000 | |
| Somali Community Self Management Agency | ||||||||
| 1151 S Redwood RdUnit 102 | Salt Lake City | UT | 84104 | NONE | PC | General Financial Support | $10,000 | |
| Somos Foundation | ||||||||
| 1635 S Redwood Rd | Salt Lake City | UT | 84014 | NONE | PC | General Financial Support | $16,000 | |
| South Valley Services | ||||||||
| PO Box 1028 | West Jordan | UT | 84084 | NONE | PC | General Financial Support | $29,000 | |
| Special Olympics Utah | ||||||||
| 12227 Business Park Dr BLDG 5 Suite | Salt Lake City | UT | 84020 | NONE | PC | General Financial Support | $35,000 | 100W |
| Spy Hop | ||||||||
| 208 W Harvey Milk Boulevard | Salt Lake City | UT | 84101 | NONE | PC | General Financial Support | $50,000 | |
| St Anne's Center DBA Lantern House | ||||||||
| 269 West 33rd Street | Ogden | UT | 84401 | NONE | PC | General Financial Support | $150,000 | |
| St George Children's Museum | ||||||||
| 86 S Main St | Saint George | UT | 84770 | NONE | PC | General Financial Support | $10,000 | |
| St George Musical Theater | ||||||||
| 2583 Granite Way | St George | UT | 84790 | NONE | PC | General Financial Support | $500,000 | |
| Strider2Rider | ||||||||
| 2901 W Spointe Rd | South Jordan | UT | 84095 | NONE | PC | General Financial Support | $5,000 | |
| Suazo Business Center | ||||||||
| 960 W 1700 S | Salt Lake City | UT | 84104 | NONE | PC | General Financial Support | $50,000 | |
| Success in Education Foundation | ||||||||
| 111 E BroadwaySuite 900 | Salt Lake City | UT | 84111 | NONE | PC | General Financial Support | $15,000 | |
| Sundance Institute | ||||||||
| PO Box 684429 | Park City | UT | 84068 | NONE | PC | General Financial Support | $100,000 | |
| Sustainable Coastlines Hawai'i | ||||||||
| 3160 Waialae AveSte 120 | Honolulu | HI | 96816 | NONE | PC | General Financial Support | $17,500 | |
| Sutherland Institute | ||||||||
| 15 W South Temple STE 200 | Salt Lake City | UT | 84101 | NONE | PC | General Financial Support | $50,000 | |
| Tech Moms | ||||||||
| 1807 East Maple Drive | Bountiful | UT | 84010 | NONE | PC | General Financial Support | $30,000 | |
| Tennis And Tutoring Program | ||||||||
| 951 Bernay Cir | Sandy | UT | 84094 | NONE | PC | General Financial Support | $25,000 | |
| Thanksgiving Point Institute | ||||||||
| 3003 N Thanksgiving Wy | Lehi | UT | 84043 | NONE | PC | General Financial Support | $325,000 | |
| The Boys & Girls Club of Weber-Davis | ||||||||
| 2520 Washington Blvd | Ogden | UT | 84401 | NONE | PC | General Financial Support | $20,000 | |
| The Bradley Center for Grieving Children and Families | ||||||||
| 9584 S Royal Heights Dr | South Jordan | UT | 84095 | NONE | PC | General Financial Support | $7,500 | |
| The Children's Center | ||||||||
| 350 S 400 E | Salt Lake City | UT | 84111 | NONE | PC | General Financial Support | $150,000 | |
| The Christmas Box International | ||||||||
| 3660 South West Temple | Salt Lake City | UT | 84115 | NONE | PC | General Financial Support | $15,000 | |
| The Edible Schoolyard Project | ||||||||
| 1517 Shattuck Ave | Berkeley | CA | 94709 | NONE | PC | General Financial Support | $35,000 | |
| The Giving Grinch | ||||||||
| 13267 South 1830 West | Riverton | UT | 84065 | NONE | PC | General Financial Support | $10,000 | |
| The Good Samaritan Foundation | ||||||||
| 754 N 800 W | Salt Lake City | UT | 84116 | NONE | POF | General Financial Support | $15,000 | |
| The Heritage Rose | ||||||||
| PO Box 173 | Archer | FL | 32718 | NONE | PC | General Financial Support | $20,000 | |
| The INN Between | ||||||||
| 1216 E 1300 S | Salt Lake City | UT | 84105 | NONE | PC | General Financial Support | $100,000 | |
| The Madeleine Choir School | ||||||||
| 205 First Ave | Salt Lake City | UT | 84103 | NONE | PC | General Financial Support | $10,000 | |
| The Motley Squad | ||||||||
| 3710 S Peach St | Salt Lake City | UT | 84109 | NONE | PC | General Financial Support | $5,000 | |
| The Mountain Church Attn Royal Family Kids Camp | ||||||||
| 8000 S 300 E | Sandy | UT | 84070 | NONE | PC | General Financial Support | $40,000 | |
| The Nature Conservancy | ||||||||
| 559 E South Temple | Salt Lake City | UT | 84102 | NONE | PC | General Financial Support | $30,000 | |
| The Other Side Academy | ||||||||
| 667 E 100 S | Salt Lake City | UT | 84102 | NONE | PC | General Financial Support | $20,000 | |
| The Policy Project | ||||||||
| 1607 E Yalecrest Ave | Salt Lake City | UT | 84105 | NONE | PC | General Financial Support | $100,000 | |
| The Road Home | ||||||||
| 1415 S Main St | Salt Lake City | UT | 84115 | NONE | PC | General Financial Support | $105,000 | |
| The Ron McBride Foundation | ||||||||
| PO Box 71381 | Salt Lake City | UT | 84121 | NONE | PC | General Financial Support | $75,000 | |
| The Sandy Club A Safe Place For Boys & Girls | ||||||||
| 450 E 8680 S | Sandy | UT | 84070 | NONE | PC | General Financial Support | $35,000 | |
| The Sharing Place | ||||||||
| 1695 E 3300 S | Salt Lake City | UT | 84106 | NONE | PC | General Financial Support | $25,000 | |
| The Sting And Honey Company Inc | ||||||||
| 10195 Locksley Rd | Sandy | UT | 84092 | NONE | PC | General Financial Support | $5,000 | |
| This is the Place Foundation | ||||||||
| 2601 East Sunnyside Avenue | Salt Lake City | UT | 84108 | NONE | PC | General Financial Support | $100,000 | |
| Timpanogos Legal Center | ||||||||
| 3301 N University Ave | Provo | UT | 84604 | NONE | PC | General Financial Support | $10,000 | |
| Tooele County School District Education Foundation | ||||||||
| 92 Lodestone Wy | Tooele | UT | 84074 | NONE | PC | General Financial Support | $8,000 | |
| Tracy Aviary | ||||||||
| 589 E 1300 S | Salt Lake City | UT | 84105 | NONE | PC | General Financial Support | $100,000 | |
| TreeUtah | ||||||||
| 355 N 500 WSte B | Salt Lake City | UT | 84116 | NONE | PC | General Financial Support | $15,000 | |
| UAACC Charitable Foundation Inc | ||||||||
| 350 E 400 S 432 | Salt Lake City | UT | 84111 | NONE | PC | General Financial Support | $250,000 | |
| Uintah Basin Technical College | ||||||||
| 1100 E Lagoon St | Roosevelt | UT | 84066 | NONE | PC | General Financial Support | $15,000 | |
| Uintah Schools Foundation | ||||||||
| 826 S 1500 E | Vernal | UT | 84078 | NONE | PC | General Financial Support | $6,500 | |
| Ukraine House DC Foundation Inc | ||||||||
| 2134 Kalorama Rd NW | Washington | DC | 20008 | NONE | PC | General Financial Support | $1,000,000 | |
| United Services Organization (USO) | ||||||||
| PO Box 96860 | Washington | DC | 200777677 | NONE | PC | General Financial Support | $10,000 | |
| Unity Gospel Choir International | ||||||||
| 4282 Mile High Dr | Provo | UT | 84604 | NONE | PC | General Financial Support | $7,500 | |
| University of Idaho - College of Law | ||||||||
| 501 West Front Street | Boise | ID | 83642 | NONE | PC | General Financial Support | $15,000 | |
| University of Utah | ||||||||
| 332 South 1400 East STE 160 | Salt Lake City | UT | 84112 | NONE | PC | General Financial Support | $1,976,974 | |
| University of Utah - David Eccles School of Business | ||||||||
| 332 South 1400 East STE 160 | Salt Lake City | UT | 84112 | NONE | PC | General Financial Support | $10,000 | |
| US Speedskating | ||||||||
| 5662 S Cougar Ln | Kearns | UT | 84118 | NONE | PC | General Financial Support | $25,000 | |
| Utah Arts Alliance | ||||||||
| 663 W 100 S | Salt Lake City | UT | 84104 | NONE | PC | General Financial Support | $75,000 | |
| Utah Association For The Education Of Young Children (UAEYC) | ||||||||
| PO Box 25836 | Salt Lake City | UT | 84125 | NONE | PC | General Financial Support | $10,000 | |
| Utah Baseball Alliance | ||||||||
| 12316 S Rosebriar Ln | Riverton | UT | 84065 | NONE | PC | General Financial Support | $10,000 | |
| Utah Community Action | ||||||||
| 1307 S 900 W | Salt Lake City | UT | 84104 | NONE | PC | General Financial Support | $50,000 | |
| Utah Cultural Celebration Center Foundation | ||||||||
| 3600 Constitution Blvd | Salt Lake City | UT | 84119 | NONE | PC | General Financial Support | $5,000 | |
| Utah Cut Flower Farm Association | ||||||||
| 245 E 9500 S | Paradise | UT | 84328 | NONE | PC | General Financial Support | $25,000 | |
| Utah Diaper Bank | ||||||||
| 615 E Pioneer Ave | Sandy | UT | 84070 | NONE | PC | General Financial Support | $10,000 | |
| Utah Domestic Violence Coalition | ||||||||
| 124 S 400 E STE 430 | Salt Lake City | UT | 84111 | NONE | PC | General Financial Support | $50,000 | |
| Utah FFA Foundation | ||||||||
| 2300 Old Main Hill | Logan | UT | 84321 | NONE | PC | General Financial Support | $25,000 | |
| Utah Film Center | ||||||||
| 375 W 400 N | Salt Lake City | UT | 84103 | NONE | PC | General Financial Support | $100,000 | |
| Utah Food Bank | ||||||||
| 3150 S 900 W | Salt Lake City | UT | 84119 | NONE | PC | General Financial Support | $50,000 | |
| Utah Force Family Inc | ||||||||
| 15083 Reins Way | Bluffdale | UT | 84065 | NONE | PC | General Financial Support | $50,000 | |
| Utah Foster Care Foundation | ||||||||
| 5296 S Commerce Dr STE 400 | Salt Lake City | UT | 84107 | NONE | PC | General Financial Support | $100,000 | |
| Utah Heritage and Arts Foundation Inc DBA UServeUtah | ||||||||
| 3760 S Highland Drive | Millcreek | UT | 84109 | NONE | PC | General Financial Support | $260,000 | |
| Utah Highway Patrol Honorary Colonels Association | ||||||||
| 6566 Bouchelle Lane | Cottonwood Heights | UT | 84121 | NONE | PC | General Financial Support | $25,000 | |
| Utah Historical Society | ||||||||
| 3760 S Highland Dr | Millcreek | UT | 84106 | NONE | PC | General Financial Support | $1,000,000 | |
| Utah Honor Flight | ||||||||
| PO Box 849 | Riverton | UT | 84065 | NONE | PC | General Financial Support | $100,000 | |
| Utah Refugee Connection | ||||||||
| 6440 S Wasatch Blvd STE 100 | Salt Lake City | UT | 84121 | NONE | PC | General Financial Support | $2,000 | |
| Utah Sports Commission Foundation | ||||||||
| 201 S Main St Ste 2125 | Salt Lake City | UT | 84111 | NONE | PC | General Financial Support | $300,000 | |
| Utah STEM Foundation Governors Office Of Econ Dev | ||||||||
| 60 E South Temple Suite 850 | Salt Lake City | UT | 84111 | NONE | PC | General Financial Support | $50,000 | |
| Utah Summer Games Foundation | ||||||||
| 351 W University Blvd | Cedar City | UT | 84720 | NONE | PC | General Financial Support | $625,000 | |
| Utah Support Advocates For Recovery Awareness | ||||||||
| 180 E 2100 S STE 100 | Salt Lake City | UT | 84115 | NONE | PC | General Financial Support | $25,000 | |
| Utah Symphony Utah Opera | ||||||||
| 123 W South Temple | Salt Lake City | UT | 84101 | NONE | PC | General Financial Support | $400,000 | |
| Utah Valley Family Support Center Inc Dba Family Support & Treatment Cente | ||||||||
| 1255 N 1200 W | Orem | UT | 84057 | NONE | PC | General Financial Support | $25,000 | |
| Utah Valley Refugees | ||||||||
| 125 E 300 S STE 202 | Provo | UT | 84606 | NONE | PC | General Financial Support | $10,000 | |
| Utah Zoological Society | ||||||||
| 2600 E Sunnyside Ave | Salt Lake City | UT | 84108 | NONE | PC | General Financial Support | $63,000 | |
| Utah's First Lady Foundation | ||||||||
| PO Box 900061 | Sandy | UT | 84090 | NONE | PC | General Financial Support | $50,000 | |
| Utah's Promise | ||||||||
| 257 E 200 S STE 300 | Salt Lake City | UT | 84111 | NONE | PC | General Financial Support | $500,000 | |
| Volunteers Of America Utah | ||||||||
| 1875 South Redwood Road | Salt Lake City | UT | 84104 | NONE | PC | General Financial Support | $50,000 | |
| Wabisabi Inc | ||||||||
| 170 E 100 S | Moab | UT | 84532 | NONE | PC | General Financial Support | $15,000 | |
| Ward Foundation | ||||||||
| 13731 S Farm Hollow Ln | Draper | UT | 84020 | NONE | PC | General Financial Support | $10,000 | |
| Wasatch Adaptive Sports | ||||||||
| 9385 S Snowbird Center Dr | Sandy | UT | 84092 | NONE | PC | General Financial Support | $25,000 | |
| Wasatch Community Gardens | ||||||||
| 629 E 800 S | Salt Lake City | UT | 84102 | NONE | PC | General Financial Support | $11,000 | |
| Wasatch Forensic Nurses | ||||||||
| 1565 E 3300 S | Salt Lake City | UT | 84106 | NONE | PC | General Financial Support | $10,000 | |
| Wasatch Homeless Health Care Dba Fourth St Clinic | ||||||||
| 409 W 400 S | Salt Lake City | UT | 84101 | NONE | PC | General Financial Support | $75,000 | |
| Wasatch Mountain Institute | ||||||||
| PO Box 982137 | Park City | UT | 84098 | NONE | PC | General Financial Support | $10,000 | |
| Wasatch Recovery Foundation | ||||||||
| PO Box 639 | Draper | UT | 84020 | NONE | PC | General Financial Support | $80,000 | |
| Waste Less Solutions | ||||||||
| 999 E Murray Holladay Rd STE202 | Salt Lake City | UT | 84117 | NONE | PC | General Financial Support | $10,000 | |
| Waterford School Holding Corporation | ||||||||
| 1480 E 9400 S | Sandy | UT | 84093 | NONE | PC | General Financial Support | $30,000 | |
| Weber School Foundation | ||||||||
| 5320 Adams Ave Pkwy | Ogden | UT | 84405 | NONE | PC | General Financial Support | $268,000 | |
| Westside Coalition | ||||||||
| 622 W 500 N | Salt Lake City | UT | 84116 | NONE | PC | General Financial Support | $15,000 | |
| Wheels Of Justice | ||||||||
| 4276 S Highland Dr | Salt Lake City | UT | 84124 | NONE | PC | General Financial Support | $10,000 | |
| Women Of The World | ||||||||
| 415 E 3900 S | Salt Lake City | UT | 84107 | NONE | PC | General Financial Support | $50,000 | |
| Women's Executive Alliance | ||||||||
| 1840 S 900 W | Lehi | UT | 84043 | NONE | PF | General Financial Support | $20,000 | |
| World Wildlife Fund Inc | ||||||||
| 1250 24th St NW | Washington | DC | 20037 | NONE | PC | General Financial Support | $5,000 | |
| YCC Family Crisis Center | ||||||||
| 2261 Adams Ave | Ogden | UT | 84401 | NONE | PC | General Financial Support | $25,000 | |
| YMCA of Northern Utah | ||||||||
| 3216 S Highland Dr STE 200 | Salt Lake City | UT | 84106 | NONE | PC | General Financial Support | $50,000 | |
| Youth Futures | ||||||||
| 2760 Adams Ave | Ogden | UT | 84403 | NONE | PC | General Financial Support | $25,000 | |
| Youth Garden Project | ||||||||
| 530 S 400 E | Moab | UT | 84532 | NONE | PC | General Financial Support | $5,000 | |
| Youth Impact | ||||||||
| 2305 Grant Ave | Ogden | UT | 84401 | NONE | PC | General Financial Support | $25,000 | |
| Youthlinc | ||||||||
| 6084 S 900 E STE 200 | Murray | UT | 84121 | NONE | PC | General Financial Support | $10,000 | |
| Ziegfeld Theater Arts | ||||||||
| 3934 Washington Blvd | Ogden | UT | 84403 | NONE | PC | General Financial Support | $5,000 | |
| Zion National Park Forever Project | ||||||||
| 1 Zion National Park | Springdale | UT | 84767 | NONE | PC | General Financial Support | $290,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $33,201,549 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,992,894 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,116,814 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Pass-through Investment Income | Desc |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $26,054,367 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $46,164,075 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $46,164,075 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| Karen G Miller | |||||||
| 1 | 9350 South 150 East Suite 1000 | Sandy | UT | 84070 | $25,761,487 | Yes (X) | Yes (X) |
| Larry H Miller GST Trust | |||||||
| 2 | 9350 South 150 East Suite 1000 | Sandy | UT | 84070 | $12,000,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | Contribution of Personal Investments | NoncashPropertyDesc |
| Fair Market Value | $20,761,486 | FairMarketValueAmt |
| Received | 2024-04-19 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $44,033 | Amt |
| Disbursements Charitable Prps | $44,033 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Utah Housing Preservation Fund: This PRI's purpose is to preserve affordable housing permanently throughout Utah for those who need it most. The investment will be used to acquire housing units to support this purpose. This PRI serves the purpose of the foundation in that one of the sectors that the foundation contributes towards is Shelter and Food Security. This PRI will further this purpose more effectively than not investing in this PRI. | $1,000,000 |
| Rasa Legal: This PRI will be utilized to facilitate and increase the outreach of Rasa Legal's revolutionary approach to expungement of justice-impacted persons' legal records to allow for an improvement and remove barrier to workforce development, health outcomes, housing security, and community and family stability. This PRI serves the foundation's charitable purpose because one of the sectors that the foundation supports is Shelter and Food Security. This PRI will enable justice-impacted persons to remove barriers to housing and employment and enable them to reduce their dependency on social services and improve their lives. | $100,000 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aspen Magdalene House | |||||||||||
| PO Box 522006 | Salt Lake City | UT | 84152 | 2024-09-09 | $100,000 | This funding request will be used toward the start-up costs for Aspen House. The start up expenses include new staff salary and benefits, general house expenditures such as utilities, insurance, and repairs. If there are funds remaining, we will use them towards the Social Justice Enterprise which will begin in the sixth month of the program. We are fortunate to have partners and donors who have provided furniture, so that will not need to be funded. | $100,000 | N/A | 12/03/2024 | 2024-12-03 | N/A |
| Emery County School District Foundation | |||||||||||
| 120 N Main St | Huntington | UT | 84528 | 2024-11-21 | $2,500 | Sub for Santa-ECSD is very grateful for the additional funds that were provided to our school staff that allowed them to provide a little extra help for students in need during the Christmas season last year. Students that would probably not have been helped because of limited funds were able to receive some clothing and individual needed items. | $2,500 | N/A | 1/2/2025 | 2025-01-02 | N/A |
| Hollow Tree Honey Foundation | |||||||||||
| 1080 E Oakridge Cir | Sandy | UT | 84094 | 2024-09-24 | $5,000 | This grant would be a huge help to our local organization. We would use $1,500 to hire an intern to run our Save Our Bees Sticker Contest. This runs from January to March and encourages artist to make bee themed conservation stickers. We have done an art contest for 4 consecutive years and had incredible participation. The volume and quality of art was impressive. The money would also be used to fund our native bee habitat building events. These free events are hosted in the Spring and Fall and are free to the public. | $5,000 | N/A | 11/23/2024 | 2024-11-23 | N/A |
| Kauai Ballet Academy Foundation | |||||||||||
| 3121 F Lauoho Rd | Kalaheo | HI | 96741 | 2024-12-05 | $5,000 | providing dance scholarships, support for performances, teacher training, and outreach dance programs. | $5,000 | N/A | 1/25/2025 | 2025-01-25 | N/A |
| One Refugee | |||||||||||
| 101 S 200 E STE 200 | Salt Lake City | UT | 84111 | 2024-04-25 | $20,000 | Funds awarded from the Larry H Miller grant will be instrumental in supporting One Refugee's mission to empower students from a refugee background to access post-secondary education and prepare for successful professional futures. These funds will be allocated towards critical general operating expenses that directly contribute to the effectiveness and sustainability of our organization. | $20,000 | N/A | 6/25/2024 | 2024-06-25 | N/A |
| PROG Holdings Foundation Inc | |||||||||||
| 256 West Data Drive | Draper | UT | 84020 | 2024-11-25 | $13,000 | We are providing a continuum of programming for youth who are at risk to drop out of high school, who have a passion for technology and innovation, and connections to the local and statewide workforce, PROG Development Center is changing the economic trajectory for students who otherwise would have been lost to historical trends of intergenerational poverty.Funding is requested to support the PROG Development Center programming in the area of capacity building. | $13,000 | N/A | 1/25/2025 | 2025-01-25 | N/A |
| The Good Samaritan Foundation | |||||||||||
| 754 N 800 W | Salt Lake City | UT | 84116 | 2024-12-19 | $15,000 | 100% of the donation will go to programming for immigration clinics, government filing fees and English learning | $15,000 | N/A | 2/17/2025 | 2025-02-17 | N/A |
| Women's Executive Alliance | |||||||||||
| 1840 S 900 W | Lehi | UT | 84043 | 2024-11-25 | $20,000 | The $20,000 will directly fund the Business Women's Scholarship, providing financial support to Pacific Islander women and other community members pursuing higher education or professional development. A significant portion of the funds will be allocated to scholarships, helping recipients cover tuition, certification programs, books, or other educational expenses. By removing financial barriers, the program aims to empower more women to advance their careers and contribute meaningfully to their communities. | $20,000 | N/A | 1/25/2025 | 2025-01-25 | N/A |
| Proxima Inc | |||||||||||
| 36 W 1400 N | Mapleton | UT | 84664 | 2024-09-11 | $1,110,000 | Proxima plans to use the requested funding of $1.11 million to support the proof of concept phase of its program, which aims to facilitate healthcare training, job placement and advancement for individuals from marginalized communities. | $0 | N/A | N/A | N/A | |
| Rasa Legal | |||||||||||
| 180 E 2100 S 206 | South Salt Lake City | UT | 84115 | 2024-11-25 | $100,000 | Rasa Legal is a female-founded, mission-driven legal tech company that provides a simple and affordable path for Americans to clear their criminal records. 1 in 3 Americans has a criminal record, which can create numerous challenges when seeking employment, housing, education, and other opportunities. Through technology, Rasa is revolutionizing legal services and record expungement, reducing the time and cost of giving someone a second chance. Our mobile-friendly software makes it easy for a justice-impacted person to learn what is on their record and whether it is eligible for sealing, set aside expungement, or rights restoration under Arizona or Utah law. | $0 | N/A | N/A | N/A | |
| Redemption Holding Company | |||||||||||
| 350 E 400 S Ste 310 | Salt Lake City | UT | 84111 | 2024-12-09 | $4,000,000 | Redemption Holding Company ("Redemption") plans to use the requested funding to (i) complete Redemption's acquisition of Holladay Bank and Trust (the "Bank") and (ii) provide working capital for the Bank and Redemption following the acquisition. Redemption is working to establish the only Black-owned Minority Depository Institution ("MDI") headquartered in the Mountain West. | $0 | N/A | N/A | N/A | |
| Utah Housing Preservation Fund | |||||||||||
| 223 W 700 S | Salt Lake City | UT | 84101 | 2024-10-18 | $1,000,000 | Our project is to preserve affordable housing permanently throughout Utah for those that need it most. This ranges from those that are part of our workforce and make lower than 80% of AMI to those that are homeless, affected by domestic violence, displacement from their county (refugees), and veterans in need of affordable housing. The $1M that is being requested (PRI) will go toward the acquisition of housing units to permanently impact the affordable housing in Utah. | $0 | N/A | N/A | N/A | |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | Gross Sales PriceGrossSalesPriceAmt | Total NetTotalNetAmt |
|---|---|---|
| Long-Term Capital Gain / Loss | $3,714,875 | $3,714,875 |
| Short-Term Capital Gain / Loss | $3,401,939 | $3,401,939 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Fixed Income Bonds | BondNm |
| EOY Book Value | $19,360,598 | EOYBookValueAmt |
| EOYFMV | $19,360,598 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (88 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Goldman Sachs Private Wealth Management | FMV | $30,230,773 | $30,230,773 |
| Zions Bank Wealth Services | FMV | $445,127 | $445,127 |
| Goldman Sachs-US Equity | FMV | $162,325,432 | $162,325,432 |
| SCGE Offshore Fund, L.P | FMV | $8,139,270 | $8,139,270 |
| Acadian Non-US Micro-Cap | FMV | $7,399,020 | $7,399,020 |
| Acadian EM Micro-Cap | FMV | $8,096,424 | $8,096,424 |
| Artisan Partners | FMV | $11,375,708 | $11,375,708 |
| Fisher All Foreign Equity | FMV | $7,573,411 | $7,573,411 |
| Goldman Sachs-International Equity | FMV | $6,068,536 | $6,068,536 |
| Grandeur Peak | FMV | $3,789,113 | $3,789,113 |
| Nipun Emerging | FMV | $11,758,171 | $11,758,171 |
| Westwood Global International Developed | FMV | $9,614,011 | $9,614,011 |
| Arini Credit Master Fund | FMV | $13,073,663 | $13,073,663 |
| Arini Credit Opportunities Fund I | FMV | $11,414,244 | $11,414,244 |
| BlackRock STA | FMV | $16,076,712 | $16,076,712 |
| Ghost Tree Partners | FMV | $15,550,574 | $15,550,574 |
| Global Strategy | FMV | $9,441,327 | $9,441,327 |
| Kepos Carbon Allowance Fund | FMV | $10,444,156 | $10,444,156 |
| M3 Partners | FMV | $15,932,825 | $15,932,825 |
| PIMCO Quantitative Alpha | FMV | $8,986,318 | $8,986,318 |
| Sofinnova Bioequities Enhanced | FMV | $12,442,979 | $12,442,979 |
| Voleon Composition Fund | FMV | $11,421,254 | $11,421,254 |
| Alice Holdings | FMV | $512,032 | $512,032 |
| Calida Strategic Acquisition Fund | FMV | $2,908,162 | $2,908,162 |
| Dauntless Capital Hospitality Parallel Fund II | FMV | $3,114,275 | $3,114,275 |
| Dauntless Capital Partners II | FMV | $1,543,958 | $1,543,958 |
| Kiln Growth | FMV | $662,500 | $662,500 |
| OHANA Real Estate Investors | FMV | $4,433,431 | $4,433,431 |
| Sedona RE Holdings | FMV | $564,322 | $564,322 |
| Surfrider Holdings | FMV | $1,001,663 | $1,001,663 |
| Velocis Fund III | FMV | $5,636,956 | $5,636,956 |
| Velocis Secondary Partners III | FMV | $6,256,582 | $6,256,582 |
| Willard Holdings | FMV | $407,167 | $407,167 |
| Arch Capital Royalties | FMV | $16,650,583 | $16,650,583 |
| Arch Uinta Royalties | FMV | $10,103,504 | $10,103,504 |
| Grey Rock Net Zero Opportunities | FMV | $2,237,116 | $2,237,116 |
| NGP Royalty Partners II | FMV | $8,257,023 | $8,257,023 |
| OIE Brazos III | FMV | $4,330,275 | $4,330,275 |
| Ospraie AG Science LLC | FMV | $4,311,727 | $4,311,727 |
| Quantum Energy Partners VIII-C | FMV | $1,005,452 | $1,005,452 |
| Quantum Parallel Partners VIII-D | FMV | $5,197,393 | $5,197,393 |
| Vendera Resources V-B | FMV | $9,343,142 | $9,343,142 |
| Vendera Resources VI-B | FMV | $3,729,802 | $3,729,802 |
| Avenue Sports Opportunities | FMV | $2,109,784 | $2,109,784 |
| Cynosure Partners III | FMV | $3,787,125 | $3,787,125 |
| Fifth Growth Fund | FMV | $1,896,692 | $1,896,692 |
| GLASfund | FMV | $4,999,267 | $4,999,267 |
| Inflexion Fund VI | FMV | $4,812,051 | $4,812,051 |
| Kalderos | FMV | $5,000,000 | $5,000,000 |
| Knox Lane Fund II | FMV | $623,314 | $623,314 |
| Mercato Partners Traverse IV | FMV | $7,350,962 | $7,350,962 |
| Rhone SPV2 | FMV | $3,017,605 | $3,017,605 |
| Savory Fund III | FMV | $2,877,373 | $2,877,373 |
| Sentinel Capital Partners VII-A | FMV | $3,322,473 | $3,322,473 |
| Solamere IPS | FMV | $11,467,969 | $11,467,969 |
| Solamere Series IV Flagship Fund | FMV | $1,416,007 | $1,416,007 |
| Solamere Series IV Leaders Fund | FMV | $2,174,402 | $2,174,402 |
| Sorenson Capital Partners IV-B | FMV | $9,774,007 | $9,774,007 |
| Torus | FMV | $4,999,997 | $4,999,997 |
| 137 Opportunity | FMV | $6,056,084 | $6,056,084 |
| 137 Ventures VI, LP | FMV | $4,460,813 | $4,460,813 |
| Accel Leaders 4 | FMV | $2,778,892 | $2,778,892 |
| Accel XVI | FMV | $29,634 | $29,634 |
| Crosslink Capital X-B | FMV | $783,539 | $783,539 |
| Drive Capital Fund IV | FMV | $3,927,167 | $3,927,167 |
| Drive Capital Overdrive Fund II | FMV | $3,782,994 | $3,782,994 |
| Eclipse Early Growth Fund II | FMV | $485,335 | $485,335 |
| Eclipse Fund V | FMV | $282,596 | $282,596 |
| General Catalyst XI Creation | FMV | $2,155,396 | $2,155,396 |
| General Catalyst XI Endurance | FMV | $5,680,964 | $5,680,964 |
| General Catalyst XI Ignition | FMV | $2,317,760 | $2,317,760 |
| General Catalyst XII Creation | FMV | $1,151,588 | $1,151,588 |
| General Catalyst XII Endurance | FMV | $863,040 | $863,040 |
| General Catalyst XII Health Assurance | FMV | $205,152 | $205,152 |
| General Catalyst XII Ignition | FMV | $582,930 | $582,930 |
| Kickstart Seed Fund | FMV | $2,425,960 | $2,425,960 |
| Lavrock Venture Fund II | FMV | $10,153,000 | $10,153,000 |
| Pelion Venture Partners VII | FMV | $10,746,520 | $10,746,520 |
| Pelion Venture Partners VIII | FMV | $1,021,549 | $1,021,549 |
| Rose Park Advisors | FMV | $10,050,671 | $10,050,671 |
| Sofinnova Venture Partners | FMV | $2,047,287 | $2,047,287 |
| Tiger Global | FMV | $2,028,911 | $2,028,911 |
| U.S. Venture Partners XIII | FMV | $1,547,415 | $1,547,415 |
| Blackstone Private Credit Fund | FMV | $48,142,201 | $48,142,201 |
| Blackstone REIT | FMV | $38,895,650 | $38,895,650 |
| Blackstone REP X | FMV | $1,492,029 | $1,492,029 |
| Utah Housing Preservation Fund-PRI | FMV | $0 | $0 |
| Searchlight | FMV | $0 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $20,728 | LegalFeesAmt |
| Disbursements Charitable Prps | $20,728 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt | BOY Book ValueBOYBookValueAmt |
|---|---|---|---|
| Proxima-PRI | $1,110,000 | $1,110,000 | |
| Rasa Legal-PRI | $100,000 | $100,000 | |
| Redemption Bank-PRI | $4,000,000 | $4,000,000 | |
| Utah Housing Preservation Fund-PRI | $3,500,000 | $3,500,000 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Prior Period Adjustment | Desc |
| Amt | $89,014 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Pass-through Investment Expense | Desc |
| Revenue And Expenses Per Books | $6,680,037 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $6,993,939 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Pass-through Investment Income | $26,054,367 | $8,178,594 |
| Other Investment Income | $0 | $83 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gain on Securities | Desc |
| Amt | $58,066,663 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Management Fees | $7,772,559 | $7,772,559 | |
| Grant Making | $507,825 | $507,825 | |
| Consulting Fees | $5,000 | $5,000 | |
| Other Professional Fees | $2,503 | $2,503 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Federal Taxes | $520,015 | |
| Foreign Tax Paid | $134,930 |