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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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-17T21:04:24+00:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN135565207PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1401 Union Street Suite 2800AddressLine1Txt
CitySeattleCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98101ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN510641922EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Larry H Miller and Gail Miller Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLARRBusinessNameControlTxt
Phone8015634100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19350 S 150 E 1000AddressLine1Txt
CitySandyCityNm
State AbbreviationUTStateAbbreviationCd
ZIP840702721ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMark TylerPersonNm
Person TitleAccounting ManagerPersonTitleTxt
Phone8015634100PhoneNum
Signature2025-11-18SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKathryn OkimotoPreparerPersonNm
PTINP00746598PTIN
Phone2069134000PhoneNum
Preparation2025-11-18PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$773,913,330FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$37,761,487ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$12,992,894DividendsRevAndExpnssAmt
Dividends Net Invst Incm$16,039,663DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$7,116,814NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$219,996,464GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$25,729,585CapGainNetIncmNetInvstIncmAmt
Gross Sales Less Ret And Allwnc$0GrossSalesLessRetAndAllwncAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$26,054,367OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$8,178,677OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$83,925,562TotalRevAndExpnssAmt
Total Net Invst Incm$49,947,925TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$20,728LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$20,728LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$44,033AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$44,033AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$8,287,887OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$7,772,559OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$515,328OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$2,468,700InterestRevAndExpnssAmt
Interest Net Invst Incm$3,102,719InterestNetInvstIncmAmt
Taxes Rev And Expnss$520,015TaxesRevAndExpnssAmt
Taxes Net Invst Incm$134,930TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm$0DeprecAndDpltnAdjNetIncmAmt
Other Expenses Rev And Expnss$6,680,037OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$6,993,939OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$18,021,400TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$18,004,147TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$580,089TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$33,201,549ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$33,201,549ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$51,222,949TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$18,004,147TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$33,781,638TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$32,702,613ExcessRevenueOverExpensesAmt
Net Investment Income$31,943,778NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$11,657,326SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$18,343,883SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$18,343,883SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$9,968,631AcctRcvblAmt
Acct Rcvbl BOY$11,465,616AcctRcvblBOYAmt
Acct Rcvbl EOY$9,968,631AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$9,968,631AcctRcvblEOYFMVAmt
Pledges Rcvbl EOY$0PledgesRcvblEOYAmt
Pledges Rcvbl EOYFMV$0PledgesRcvblEOYFMVAmt
Rcvbl From Officers BOY$0RcvblFromOfficersBOYAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Rcvbl From Officers EOYFMV$0RcvblFromOfficersEOYFMVAmt
Other Nts And Loans Rcvbl$0OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$0OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$0OtherNtsAndLoansRcvblEOYFMVAmt
US Government Obligations BOY$0USGovernmentObligationsBOYAmt
US Government Obligations EOY$0USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
Corporate Stock BOY$0CorporateStockBOYAmt
Corporate Stock EOY$0CorporateStockEOYAmt
Corporate Stock EOYFMV$0CorporateStockEOYFMVAmt
Corporate Bonds BOY$0CorporateBondsBOYAmt
Corporate Bonds EOY$19,360,598CorporateBondsEOYAmt
Corporate Bonds EOYFMV$19,360,598CorporateBondsEOYFMVAmt
Invst Land Cost Or Other Basis$0InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation$0InvstLandAccumDepreciationAmt
Land Bldg Investments BOY$0LandBldgInvestmentsBOYAmt
Land Bldg Investments EOYFMV$0LandBldgInvestmentsEOYFMVAmt
Other Investments BOY$660,128,876OtherInvestmentsBOYAmt
Other Investments EOY$717,530,218OtherInvestmentsEOYAmt
Other Investments EOYFMV$717,530,218OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$0LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$0LandBldgEquipAccumDeprecAmt
Land BOY$0LandBOYAmt
Land EOYFMV$0LandEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$8,710,000OtherAssetsEOYAmt
Other Assets EOYFMV$8,710,000OtherAssetsEOYFMVAmt
Total Assets BOY$683,251,818TotalAssetsBOYAmt
Total Assets EOY$773,913,330TotalAssetsEOYAmt
Total Assets EOYFMV$773,913,330TotalAssetsEOYFMVAmt
Accounts Payable BOY$18,750AccountsPayableBOYAmt
Accounts Payable EOY$0AccountsPayableEOYAmt
Loans From Officers BOY$0LoansFromOfficersBOYAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable BOY$0MortgagesAndNotesPayableBOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Total Liabilities BOY$18,750TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Capital Stock BOY$683,233,068CapitalStockBOYAmt
Capital Stock EOY$773,913,330CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$683,233,068TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$773,913,330TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$683,251,818TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$773,913,330TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$683,233,068TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$32,702,613ExcessRevenueOverExpensesAmt
Other Increases$58,066,663OtherIncreasesAmt
Subtotal$774,002,344SubtotalAmt
Other Decreases$89,014OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$773,913,330TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtExcess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
Publicly Traded SecuritiesD$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
FieldValueIRS element (for citing)
Capital Gain Net Income$25,729,585CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$444,019InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$444,019SubtotalAmt
Tax Based On Investment Income$444,019TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$565,952EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$565,952TotalPaymentsAndCreditsAmt
Overpayment$121,933OverpaymentAmt
Applied To ES Tax$121,933AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateUTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMark TylerIndividualWithBooksNm
Phone8015634100PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line19350 South 150 East Suite 1000AddressLine1Txt
CitySandyCityNm
State AbbreviationUTStateAbbreviationCd
ZIP840702721ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (true)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Business HoldingsYes (true)BusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (true)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtAddress Line2USAddress/AddressLine2Txt
Karen Gail Miller
9350 S 150 ESandyUT840702721Trustee/Director/VP2.00$0$0
Gregory S Miller
9350 S 150 ESandyUT840702721Director2.00$0$0
Stephen F Miller
9350 S 150 ESandyUT840702721Director / Vice President2.00$0$0
Brilliant Miller
9350 S 150 ESandyUT840702721Director2.00$0$0
Karen R Williams
9350 S 150 ESandyUT840702721Director2.00$0$0
Braden Miller
9350 S 150 ESandyUT840702721Director2.00$0$0
Don Stirling
9350 S 150 ESandyUT840702721President14.00$0$0
Julie Ramos
9350 S 150 ESandyUT840702721Secretary30.00$0$0
Randy Wright
9350 S 150 ESandyUT840702721Treasurer6.00$0$0
Zane Miller
9350 S 150 ESandyUT840702721Director2.00$0$0Ste 1000
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
The Larry H Miller Company
9350 S 150 ESte 1000SandyUT840702721Investment Management Fees$2,695,971
M3 Partners LP
223 Wilmington West Chester PikeSuite 303Chadds FordPA19317Investment Management Fees$260,480
Ghost Tree Partners
18952 MacArthur BlvdSte 100IrvineCA92612Investment Management Fees$241,927
Lavrock Venture Fund II
4300 Wilson BlvdSuite 250ArlingtonVA22203Investment Management Fees$205,746
Arini Credit Master Fund
333 South Wabash AveWB-33ChicagoIL60604Investment Management Fees$201,897
FieldValueIRS element (for citing)
Contractor Paid Over50k32ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1Redemption 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$4,000,000Expenses1Amt
Description2Proxima: 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$1,110,000Expenses2Amt
All Other Program Rltd Invst Tot$1,100,000AllOtherProgramRltdInvstTotAmt
Total$6,210,000TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$724,677,249AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$10,256,299AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$734,933,548TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$734,933,548AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$11,024,003CashDeemedCharitableAmt
Net Vl Noncharitable Assets$723,909,545NetVlNoncharitableAssetsAmt
Minimum Investment Return$36,195,477MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$36,195,477MinimumInvestmentReturnAmt
Tax Based On Investment Income$444,019TaxBasedOnInvestmentIncomeAmt
Total Tax$444,019TotalTaxAmt
Distributable Before Adj$35,751,458DistributableBeforeAdjAmt
Distributable Before Ded$35,751,458DistributableBeforeDedAmt
Distributable As Adjusted$35,751,458DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$33,781,638ExpensesAndContributionsAmt
Program Related Invst Total$6,210,000ProgramRelatedInvstTotalAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$39,991,638QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$35,751,458DistributableAsAdjustedAmt
Undistributed Income PY$4,824,853UndistributedIncomePYAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$39,991,638QualifyingDistributionsAmt
Applied To Year1$4,824,853AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$35,166,785AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$584,673UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$0ExcessFromYear1Amt
Excess From Current Year$0ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerKaren G Miller Vice PresidentContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (324 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
A Child's Hope Foundation
165 N 1330 W STE A1OremUT84057NONEPCGeneral Financial Support$25,000
Active Re-Entry
10 S Fairgrounds RdPriceUT84501NONEPCGeneral Financial Support$50,000
All Hands and Hearts
82 County Road PMB 79MattapoisettMA02739NONEPCGeneral Financial Support$5,000
Allen and Alice Stokes Nature
PO Box 4204LoganUT84323NONEPCGeneral Financial Support$5,000
Alliance House
1724 S Main StSalt Lake CityUT84115NONEPCGeneral Financial Support$5,000
Alpine School District Foundation
575 N 100 EAmerican ForkUT84003NONEPCGeneral Financial Support$26,000
Alzheimer's Association Utah Chapter
6975 S Union Park AveMidvaleUT84047NONEPCGeneral Financial Support$100,000
American Farmland Trust
1150 Connecticut Ave NW STE 600WashingtonDC20036NONEPCGeneral Financial Support$100,000
American Heart Association
465 S 400 E STE 110Salt Lake CityUT84111NONEPCGeneral Financial Support$4,000
American Indian Services
3115 E Lion Ln STE 320Salt Lake CityUT84121NONEPCGeneral Financial Support$25,000
American Red Cross
6616 S 900 ESalt Lake CityUT84121NONEPCGeneral Financial Support$10,000
Anasazi Foundation
1424 S Stapley DrMesaAZ85204NONEPCGeneral Financial Support$130,000
And Justice for All
960 S Main StSalt Lake CityUT84101NONEPCGeneral Financial Support$10,000
Arawaka Inc
PO Box 278RiberaNM87560NONEPCGeneral Financial Support$25,000
Arm in Arm Outreach
PO Box 935WiltonCA95693NONEPCGeneral Financial Support$50,000
Asian Association Of Utah DBA Refugee And Immigrant Center
155 S 300 W STE 101Salt Lake CityUT84101NONEPCGeneral Financial Support$20,000
Aspen Magdalene House
PO Box 522006Salt Lake CityUT84152NONEPOFGeneral Financial Support$100,000
Association For Growth And Education
2342 Shattuck Ave STE 886BerkeleyCA94704NONEPCGeneral Financial Support$25,000
Autism Solutions Academy
1785 W 7888 SWest JordanUT84088NONEPCGeneral Financial Support$6,000
Ballet West
52 W 200 SSalt Lake CityUT84101NONEPCGeneral Financial Support$15,000
Bear O Care
1864 W 12600 S STE 7-9RivertonUT84065NONEPCGeneral Financial Support$5,000
Because He First Loved Us
931 North Colorado StreetSalt Lake CityUT84116NONEPCGeneral Financial Support$2,500
Best Buddies International Utah
1330 E 2100 SSalt Lake CityUT84106NONEPCGeneral Financial Support$5,000
Best Defense Foundation
249 HWY 101 STE 312 SolanaBeachCA92075NONEPCGeneral Financial Support$10,000
Bicycle Collective
325 West 900 SouthSalt Lake CityUT84101NONEPCGeneral Financial Support$25,000
Bike Utah
960 S Main StreetSalt Lake CityUT84101NONEPCGeneral Financial Support$7,000
Bountiful Philharmonia
2486 S 450 EBountifulUT84010NONEPCGeneral Financial Support$5,000
Box Elder Family Support Center
276 N 200 EBrigham CityUT84302NONEPCGeneral Financial Support$20,000
Boys & Girls Club of Greater Salt Lake
PO Box 57071MurrayUT84157NONEPCGeneral Financial Support$5,000
Boys & Girls Clubs of Utah County
702 E 1910 S STE 3ProvoUT84606NONEPCGeneral Financial Support$250,000
Bridgerland Technical College
1301 N 600 WLoganUT84321NONEPCGeneral Financial Support$15,000
Bridle Up Hope
1141 E Watkins LnAlpineUT84004NONEPCGeneral Financial Support$50,000
Brigham Young University
A-41 ASBProvoUT84602NONEPCGeneral Financial Support$600,000
Bright Again
1761 N 175 ELaytonUT84041NONEPCGeneral Financial Support$1,000
Canyonlands Field Institute
PO Box 68MoabUT84532NONEPCGeneral Financial Support$5,000
Carter Reservoir Mustangs Inc
PO Box 357RichlandOR97870NONEPCGeneral Financial Support$5,000
Catholic Community Services of Utah
224 N 2200 WSalt Lake CityUT84116NONEPCGeneral Financial Support$50,000
Center For Latter Day Saints Arts
PO Box 230465 NewYorkNY10023NONEPCGeneral Financial Support$20,000
Centro Civico Mexicano
155 South 600 WestSalt Lake CityUT84101NONEPCGeneral Financial Support$10,000
Centro de la Familia
525 South 300 WestSalt Lake CityUT84101NONEPCGeneral Financial Support$10,000
Chabad Lubavitch of Utah
1760 S 1100 ESalt Lake CityUT84105NONEPCGeneral Financial Support$50,000
Chairbound Sportsman
171 N 850 WSpringvilleUT84663NONEPCGeneral Financial Support$10,000
Charity Vision
3210 N Canyon Rd 107ProvoUT84604NONEPCGeneral Financial Support$25,000
Charity Water
230 Franklin Rd Suite 11-IIFranklinTN37064NONEPCGeneral Financial Support$100,000
Chicanos Por La Causa Inc
1112 E Buckeye RdPhoenixAZ85034NONEPCGeneral Financial Support$150,000
Children First Education Fund
5414 W Daybreak Pkwy C-4 433South JordanUT84009NONEPCGeneral Financial Support$25,000
Christian Center Of Park City
PO Box 683480Park CityUT84068NONEPCGeneral Financial Support$250,000
Cities Strong Foundation
PO Box 58204Salt Lake CityUT84108NONEPCGeneral Financial Support$10,000
Clean Slate Utah
275 E 200 SSalt Lake CityUT84111NONEPCGeneral Financial Support$200,000
Club Ability Foundation
845 S Main StreetSuite B8BountifulUT84010NONEPCGeneral Financial Support$10,000
Columbus Community Foundation
3495 South West TempleSalt Lake CityUT84115NONEPCGeneral Financial Support$25,000
Common Thread
15269 S Drumbeat LnBluffdaleUT84065NONEPCGeneral Financial Support$15,000
Community Foundation Of Utah
2257 S 1100 E STE 205Salt Lake CityUT84106NONEPCGeneral Financial Support$100,000
Community Nursing Services
2830 S Redwood Rd STE ASalt Lake CityUT84119NONEPCGeneral Financial Support$50,000
Comunidad Materna En Utah
1578 W 100 SSte 204Salt Lake CityUT841043448NONEPCGeneral Financial Support$40,000
Continue Mission
1002 W 900 SWoods CrossUT84087NONEPCGeneral Financial Support$25,000
Corporation Of The President
50 E South TempleSalt Lake CityUT84111NONEPCGeneral Financial Support$300,000
Courage Reins
5870 W 10400 NSte CHighlandUT84003NONEPCGeneral Financial Support$10,000
CS Velo
143 Sutton RdArdmorePA19003NONEPCGeneral Financial Support$50,000
Dahlia's Hope Non-Profit Inc
13961 S Minuteman Dr Ste 101DraperUT840208085NONEPCGeneral Financial Support$25,000
Davis Education Foundation
130 N Main StreetFarmingtonUT84025NONEPCGeneral Financial Support$250,000
Davis Technical College Foundation
550 E 300 SKaysvilleUT84037NONEPCGeneral Financial Support$7,500
DDI Vantage
670 East 3900 SouthSuite 210Salt Lake CityUT84106NONEPCGeneral Financial Support$15,000
Deseret First Charitable Foundation
3999 W Parkway BlvdWest Valley CityUT84120NONEPCGeneral Financial Support$15,000
Deseret Heritage Association
3830 W 4500 SDeseretUT84624NONEPCGeneral Financial Support$8,000
Discovery Gateway Children's Museum
444 W 100 SSalt Lake CityUT84101NONEPCGeneral Financial Support$25,000
Downtown SLC Presents dba Downtown Alliance
201 South Main Street 2300Salt Lake CityUT84102NONEPCGeneral Financial Support$10,000
Draper Historic Theatre
12366 S 900 EDraperUT84020NONEPCGeneral Financial Support$50,000
DreamOrg
1630 San Pablo Ave 4th FloorOaklandCA94612NONEPCGeneral Financial Support$25,000
Duchesne County School District Foundation
1010 East 200 NorthRooseveltUT84066NONEPCGeneral Financial Support$5,000
Duke University
PO Box 90581DurhamNC27708NONEPCGeneral Financial Support$150,000
Emery County School District Foundation
120 N MainSt HuntingtonUT84528NONEPFGeneral Financial Support$2,500
Emery Town Heritage Council Dba Emery Town
65 North CenterEmeryUT84522NONEPCGeneral Financial Support$30,000
English Language Center of Cache Valley
1544 N 200 WLoganUT84341NONEPCGeneral Financial Support$25,000
Excellence In The Community
10073 Stone Wall CourtSandyUT84092NONEPCGeneral Financial Support$30,000
Eye Care 4 Kids
6911 S State StMidvaleUT84047NONEPCGeneral Financial Support$40,050
Family Promise of Ogden
PO Box 13818OgdenUT84412NONEPCGeneral Financial Support$50,000
Family Promise Salt Lake
814 W 800 SSalt Lake CityUT84104NONEPCGeneral Financial Support$25,000
Feeding America
161 N Clark St STE 700ChicagoIL60601NONEPCGeneral Financial Support$10,000
Fight Against Domestic Violence
7588 Union Park Ave Ste 200Salt Lake CityUT84047NONEPCGeneral Financial Support$25,000
First Step House
440 S 500 ESalt Lake CityUT84102NONEPCGeneral Financial Support$48,000
First Tee Utah
680 W 3300 SSalt Lake CityUT84119NONEPCGeneral Financial Support$5,000
Folds Of Honor
Department 13TulsaOK74182NONEPCGeneral Financial Support$25,000
FPC Preservation Foundation
12 C StSalt Lake CityUT841032329NONEPCGeneral Financial Support$177,000
Friends For Sight
6715 S 1300 E STE 250Salt Lake CityUT84121NONEPCGeneral Financial Support$5,000
Friends Of Switchpoint Inc
948 N 1300 WSaint GeorgeUT84770NONEPCGeneral Financial Support$1,000,000
Friends Of The Children-Utah
5361 S 4220 W STE BKearnsUT84118NONEPCGeneral Financial Support$102,500
Friends Of The Helper Area
235 S 200 EHelperUT84526NONEPCGeneral Financial Support$10,000
Friends Of The Salt Lake City Public Library
210 E 400 SSalt Lake CityUT84111NONEPCGeneral Financial Support$10,000
Friends of Wasatch Mental Health Foundation
750 N Freedom BlvdProvoUT84601NONEPCGeneral Financial Support$50,000
Gail S Halvorsen Aviation Education Foundation
2050 N 300 W 23Spanish ForkUT84660NONEPCGeneral Financial Support$10,000
Garden Island Resource Conservation & Development
4253 Rice St STE CLihueHI967661315NONEPCGeneral Financial Support$10,000
Generationall
299 S Main St STE 2450Salt Lake CityUT84111NONEPCGeneral Financial Support$25,000
Genius Recovery Foundation Inc
15821 Ventura Blvd STE 490EncinoCA91436NONEPCGeneral Financial Support$50,000
Gifted Music School
182 S 600 ESalt Lake CityUT84102NONEPCGeneral Financial Support$10,000
Girl Scouts-Arizona Cactus-Pine Council Inc
119 East Coronado RdPhoenixAZ85004NONEPCGeneral Financial Support$10,000
Giving Back Fund
500 Commercial St STE 4RBostonMA02109NONEPCGeneral Financial Support$50,000
Globus Relief
1365 Gladiola St STE CSalt Lake CityUT84104NONEPCGeneral Financial Support$5,000
Golden Spike Foundation
60 S 600 E STE 150Salt Lake CityUT84102NONEPCGeneral Financial Support$250,000
Grand County Education Foundation
PO Box 1653MoabUT84532NONEPCGeneral Financial Support$2,000
Granite Education Foundation
2500 S State St STE D-108Salt Lake CityUT84115NONEPCGeneral Financial Support$10,000
Great Basin Heritage Area Partnership Attn Oak City Veterans Memorial
Box 97BakerNV89311NONEPCGeneral Financial Support$10,000
Guadalupe School
1385 N 1200 WSalt Lake CityUT84116NONEPCGeneral Financial Support$208,500
Hale Centre Theatre
9900 S Monroe StSandyUT84070NONEPCGeneral Financial Support$250,000
Hartland Community 4 Youth & Families
1578 West 1700 SouthSte 201Salt Lake CityUT84104NONEPCGeneral Financial Support$15,000
Hawaii Community Foundation
827 Fort Street MallHonoluluHI96813NONEPCGeneral Financial Support$10,000
Health Integration And Resiliency Center
3382 E Appaloosa WyEagle MountainUT84005NONEPCGeneral Financial Support$20,000
Hearsee
162 N 400 E STE A-204Saint GeorgeUT84770NONEPCGeneral Financial Support$15,000
Heartsmarts For Life
7912 River Rd STE 1205North BergenNJ07047NONEPCGeneral Financial Support$25,000
Historic Trinity Ame
239 E 600 SSalt Lake CityUT84111NONEPCGeneral Financial Support$60,000
Holding Out HELP
748 E Pioneer RdDraperUT84020NONEPCGeneral Financial Support$50,000
Hollow Tree Honey Foundation
1080 E Oakridge CirSandyUT84094NONEPFGeneral Financial Support$5,000
Hope Box Performing Arts
1700 S Frontage RdKaysvilleUT84037NONEPCGeneral Financial Support$5,000
Humane Society of Utah
4242 S 300 WSalt Lake CityUT84107NONEPCGeneral Financial Support$20,000
Huntsman Mental Health Foundation
500 S Huntsman WySalt Lake CityUT84108NONEPCGeneral Financial Support$325,000
Inspiring Children Foundation
1801 N Martin L King Blvd STE 27125Las VegasNV89127NONEPCGeneral Financial Support$25,0008
Intermountain Therapy Animals
4050 South 2700 EastSalt Lake CityUT84124NONEPCGeneral Financial Support$10,000
International Justice Mission
PO Box 96961WashingtonDC20090NONEPCGeneral Financial Support$5,000
International Rescue Committee Inc
221 South 400 WestSalt Lake CityUT84101NONEPCGeneral Financial Support$11,100
Iron County School District Foundation
2077 W Royal Hunte DrCedar CityUT84720NONEPCGeneral Financial Support$9,500
Jayhawks House
445 North 1300 WestSalt Lake CityUT84116NONEPCGeneral Financial Support$10,000
Jdrf Mountain West Chapter
PO Box 5048HagerstownMD21741NONEPCGeneral Financial Support$15,000
Jordan Education Foundation
7387 S Campus View DrWest JordanUT84084NONEPCGeneral Financial Support$72,000
Journey of Hope Utah
898 S State StSte 310 694OremUT84058NONEPCGeneral Financial Support$10,000
Kauai Ballet Academy Foundation
3121 F Lauoho RdKalaheoHI96741NONEPFGeneral Financial Support$5,000
Kauai Independent Food Bank
PO Box 4035LihueHI967669953NONEPCGeneral Financial Support$10,000
Kids On The Move Inc
475 W 260 NOremUT84057NONEPCGeneral Financial Support$10,000
Kiss The Ground
401 N Fulton StOjaiCA93023NONEPCGeneral Financial Support$25,000
KONY Charities DBA KONY Coins for Kids
3143 S 840 E STE 100Saint GeorgeUT84790NONEPCGeneral Financial Support$19,000
Kostopulos Dream Foundation
4180 E Emigration Canyon RdSalt Lake CityUT84108NONEPCGeneral Financial Support$50,000
KRCL
535 W 300 N STE ASalt Lake CityUT84116NONEPCGeneral Financial Support$10,000
Lauren McCluskey Foundation
1256 SE Bishop Blvd STE JPullmanWA99163NONEPCGeneral Financial Support$5,000
Little Miracles Foundation
11222 South Midas View CircleSouth JordanUT84095NONEPCGeneral Financial Support$10,000
Logan City School District Foundation
101 West Center StreetLoganUT84321NONEPCGeneral Financial Support$8,000
Loveland Living Planet Aquarium
12033 S Lone Peak PkwyDraperUT84020NONEPCGeneral Financial Support$5,000
Madison House Autism Foundation
611 Rockville Pike STE150RockvilleMD20852NONEPCGeneral Financial Support$100,000
Major Brent Taylor Leadership Legacy Foundation
123 W 3100 NOgdenUT84414NONEPCGeneral Financial Support$67,000
Maliheh Free Clinic
941 E 3300 SSalt Lake CityUT84106NONEPCGeneral Financial Support$35,000
McGeorge School of Law
3200 5th AvenueSacramentoCA95817NONEPCGeneral Financial Support$5,000
Meals on Wheels Summit Utah And Wasatch
586 E 800 NOremUT84097NONEPCGeneral Financial Support$10,000
Mestizo LLC
631 W North Temple StSalt Lake CityUT84116NONEPCGeneral Financial Support$1,415
Millard School District Foundation
285 East 450 NorthDeltaUT84624NONEPCGeneral Financial Support$3,000
Mis Raices Foundation of Allan Moreno
3818 S Buckley Mine DriveMagnaUT84044NONEPCGeneral Financial Support$10,000
Missio Dei Community
510 West 200 NorthSalt Lake CityUT84116NONEPCGeneral Financial Support$20,000
Moab Free Health Clinic
121 W 200 S STE AMoabUT84532NONEPCGeneral Financial Support$25,000
More Good Foundation
3507 N University Ave STE 200ProvoUT84604NONEPCGeneral Financial Support$150,000
Morgan Education Foundation
67 North 200 EastMorganUT84050NONEPCGeneral Financial Support$10,000
Mormon History Association
3214 N University Ave 406ProvoUT84604NONEPCGeneral Financial Support$10,000
Mountainland Small Business Loan Fund
586 East 800 NorthOremUT84097NONEPCGeneral Financial Support$10,000
Mundi Project
PO Box 520696Salt Lake CityUT84152NONEPCGeneral Financial Support$5,000
Murray Education Foundation
5102 S Commerce Dr Building 1MurrayUT84087NONEPCGeneral Financial Support$4,500
My Story Matters
PO Box 382SpringvilleUT84663NONEPCGeneral Financial Support$30,000
National Ability Center
1000 Ability WyPark CityUT84060NONEPCGeneral Financial Support$50,000
National Alliance On Mental Illness - Utah Dba Nami
1600 West 2200 South 202Salt Lake CityUT84119NONEPCGeneral Financial Support$5,000
National Park Foundation
PO Box 17394BaltimoreMD21298NONEPCGeneral Financial Support$5,000
National Scleroderma Foundation
300 Rosewood Drive Suite 105DanversMA01923NONEPCGeneral Financial Support$15,000
Nebo Education Foundation
350 S Main StSpanish ForkUT84660NONEPCGeneral Financial Support$15,000
Neighborhood House
1050 W 500 SSalt Lake CityUT84104NONEPCGeneral Financial Support$240,000
Neighborworks Salt Lake
622 W 500 NSalt Lake CityUT84116NONEPCGeneral Financial Support$50,000
Neuroworx
90 W Albion Village WySandyUT84070NONEPCGeneral Financial Support$1,000,000
Ogden Cycling Education Foundation
3401 Polk AvenueOgdenUT84403NONEPCGeneral Financial Support$50,000
Ogden School Foundation
1950 Monroe Blvd Rm 107OgdenUT84401NONEPCGeneral Financial Support$25,000
Ogden-Weber Technical College Foundation
200 N Washington BlvdOgdenUT84404NONEPCGeneral Financial Support$1,000,000
One Big Family
1547 W Spring Meadow LnFarmingtonUT84025NONEPCGeneral Financial Support$5,000
One Refugee
101 S 200 E STE 200Salt Lake CityUT84111NONEPOFGeneral Financial Support$20,000
One Revolution Foundation
PO Box 681026Park CityUT84068NONEPCGeneral Financial Support$35,000
One Utah Health Collaborative Inc
350 East 450 SouthSalt Lake CityUT84111NONEPCGeneral Financial Support$50,000
Open Doors
1360 E 1450 SClearfieldUT84015NONEPCGeneral Financial Support$25,000
Pachamama Alliance
PO Box 29191 SanFranciscoCA94129NONEPCGeneral Financial Support$50,000
Pacific Heritage Schools
1755 W 1100 NSalt Lake CityUT84116NONEPCGeneral Financial Support$15,000
Pacific Island Knowledge 2 Action Resources Inc
3616 W Gooseberry CtTaylorsvilleUT84129NONEPCGeneral Financial Support$10,000
Pan-African Westside Salt Lake Co-op Inc
1151 S Redwood RoadSuite 102Salt Lake CityUT84104NONEPCGeneral Financial Support$10,000
Park City Community Foundation
PO Box 681499Park CityUT84068NONEPCGeneral Financial Support$25,000
Passionate Wings
1002 E South Temple 5th FloorSalt Lake CityUT84102NONEPCGeneral Financial Support$10,000
Peoples Health Clinic
650 Round Valley DrivePark CityUT84060NONEPCGeneral Financial Support$25,000
PHASE Alliance
1525 W 2960 SLoganUT84321NONEPCGeneral Financial Support$40,000
Prevent Child Abuse Utah
2121 S State StSalt Lake CityUT84115NONEPCGeneral Financial Support$150,000
PreventHer
940 East South Union AvenueMidvaleUT84047NONEPCGeneral Financial Support$7,500
Procares Medical Non-Profit
1192 Draper Parkway 464DraperUT84020NONEPCGeneral Financial Support$50,000
PROG Holdings Foundation Inc
256 West Data DriveDraperUT84020NONEPOFGeneral Financial Support$13,000
Provo City School District Foundation
280 W 940 NProvoUT84604NONEPCGeneral Financial Support$14,000
Race Swami
2751 South 2700 EastSalt Lake CityUT84109NONEPCGeneral Financial Support$10,000
Raise The Future
7414 S State StMidvaleUT84095NONEPCGeneral Financial Support$150,000
Recovery Group-Good Time Golf
12498 S 1840 EDraperUT84020NONEPCGeneral Financial Support$50,000
Refugee Support Service of Utah
4122 South 1785 WestSuite 105TaylorsvilleUT84129NONEPCGeneral Financial Support$5,000
Returning Glory
34505 E Drinkwater Rd LoneJackMO64070NONEPCGeneral Financial Support$5,000
Rise Up School Of Dance
3545 W Pawnee StWest Valley CityUT84119NONEPCGeneral Financial Support$10,000
Rocky Mountain Elk Foundation
5705 Grant Creek RdMissoulaMT59808NONEPCGeneral Financial Support$10,000
Rocky Mountain Innocence Center
358 S 700 E STE B235Salt Lake CityUT84102NONEPCGeneral Financial Support$50,000
Ronald McDonald House Charities of the Intermountain Area
935 E South TempleSalt Lake CityUT84102NONEPCGeneral Financial Support$15,000
Roots Charter High School
2250 S 1300 WSalt Lake CityUT84119NONEPCGeneral Financial Support$50,000
Roots of Humanity Foundation Inc
3125 W Executive PkwyLehiUT840435750NONEPCGeneral Financial Support$100,000
Royal Blue Collective Foundation
202 W Creekside CirAlpineUT84004NONEPCGeneral Financial Support$50,000
Saddle Of Love
1339 Whileaway RdPark CityUT84098NONEPCGeneral Financial Support$15,000
Safe Harbor Crisis Center
223 Larson LnLaytonUT84041NONEPCGeneral Financial Support$30,000
Sageland Collaborative
824 S 400 W STE B-119Salt Lake CityUT84101NONEPCGeneral Financial Support$15,000
Salt Lake American
1151 S Redwood RoadUnit 102Salt Lake CityUT84102NONEPCGeneral Financial Support$14,000
Salt Lake City Mission
PO Box 142Salt Lake CityUT84110NONEPCGeneral Financial Support$20,000
Salt Lake City Police Foundation
29 South State Street 404Salt Lake CityUT84111NONEPCGeneral Financial Support$5,000
Salt Lake Community College Foundation
4600 S Redwood RdSalt Lake CityUT84123NONESO III FIGeneral Financial Support$250,000
Salt Lake County Foundation
2001 South State St Ste N2100Salt Lake CityUT84190NONEPCGeneral Financial Support$10,035,000
Salt Lake Crit
1147 E Ramona AveSalt Lake CityUT84105NONEPCGeneral Financial Support$110,000
Salt Lake Donated Dental Services
1383 S 900 W STE 128Salt Lake CityUT84104NONEPCGeneral Financial Support$10,000
Salt Lake Education Foundation
440 E 100 SSalt Lake CityUT84111NONEPCGeneral Financial Support$31,000
Salt Lake Valley Habitat For Humanity
1276 S 500 WSalt Lake CityUT84101NONEPCGeneral Financial Support$20,000
Samaritan's Purse
PO Box 3000BooneNC28607NONEPCGeneral Financial Support$25,000
San Juan School District Education Foundation
200 N MainSt BlandingUT84511NONEPCGeneral Financial Support$6,000
Saprea
4101 Thanksgiving WyLehiUT84043NONEPCGeneral Financial Support$35,000
Scenic Utah
5 S 500 W UNIT 102Salt Lake CityUT84101NONEPCGeneral Financial Support$25,000
Seekhaven Inc
81 N 300 EMoabUT84532NONEPCGeneral Financial Support$10,000
Senior Charity Care Foundation
1555 W 2200 S STE BSalt Lake CityUT84119NONEPCGeneral Financial Support$9,000
Shelter The Homeless Committee Inc
242 Paramount AveSalt Lake CityUT84115NONEPCGeneral Financial Support$111,610
Shriners Hospital for Children-Salt Lake City
1275 E Fairfax RdSalt Lake CityUT84103NONEPCGeneral Financial Support$25,000
Sistema Utah
3636 W 3100 SWest Valley CityUT84120NONEPCGeneral Financial Support$5,000
Six County Community Housing Inc
82 E 600 NRichfieldUT84701NONEPCGeneral Financial Support$30,000
Snow College Advancement Office
150 E College AveEphraimUT84627NONEPCGeneral Financial Support$73,000
Snowbasin Adaptive Sports Education
2955 HarrisonOgdenUT84403NONEPCGeneral Financial Support$7,500
Snowbird Sports Education Foundation
3165 E Millrock Dr STE 190Salt Lake CityUT84121NONEPCGeneral Financial Support$8,900
Soil Health Institute
2803 Slater Rd Ste 115MorrisvilleNC27560NONEPCGeneral Financial Support$40,000
Somali Community Self Management Agency
1151 S Redwood RdUnit 102Salt Lake CityUT84104NONEPCGeneral Financial Support$10,000
Somos Foundation
1635 S Redwood RdSalt Lake CityUT84014NONEPCGeneral Financial Support$16,000
South Valley Services
PO Box 1028West JordanUT84084NONEPCGeneral Financial Support$29,000
Special Olympics Utah
12227 Business Park Dr BLDG 5 SuiteSalt Lake CityUT84020NONEPCGeneral Financial Support$35,000100W
Spy Hop
208 W Harvey Milk BoulevardSalt Lake CityUT84101NONEPCGeneral Financial Support$50,000
St Anne's Center DBA Lantern House
269 West 33rd StreetOgdenUT84401NONEPCGeneral Financial Support$150,000
St George Children's Museum
86 S Main StSaint GeorgeUT84770NONEPCGeneral Financial Support$10,000
St George Musical Theater
2583 Granite WaySt GeorgeUT84790NONEPCGeneral Financial Support$500,000
Strider2Rider
2901 W Spointe RdSouth JordanUT84095NONEPCGeneral Financial Support$5,000
Suazo Business Center
960 W 1700 SSalt Lake CityUT84104NONEPCGeneral Financial Support$50,000
Success in Education Foundation
111 E BroadwaySuite 900Salt Lake CityUT84111NONEPCGeneral Financial Support$15,000
Sundance Institute
PO Box 684429Park CityUT84068NONEPCGeneral Financial Support$100,000
Sustainable Coastlines Hawai'i
3160 Waialae AveSte 120HonoluluHI96816NONEPCGeneral Financial Support$17,500
Sutherland Institute
15 W South Temple STE 200Salt Lake CityUT84101NONEPCGeneral Financial Support$50,000
Tech Moms
1807 East Maple DriveBountifulUT84010NONEPCGeneral Financial Support$30,000
Tennis And Tutoring Program
951 Bernay CirSandyUT84094NONEPCGeneral Financial Support$25,000
Thanksgiving Point Institute
3003 N Thanksgiving WyLehiUT84043NONEPCGeneral Financial Support$325,000
The Boys & Girls Club of Weber-Davis
2520 Washington BlvdOgdenUT84401NONEPCGeneral Financial Support$20,000
The Bradley Center for Grieving Children and Families
9584 S Royal Heights DrSouth JordanUT84095NONEPCGeneral Financial Support$7,500
The Children's Center
350 S 400 ESalt Lake CityUT84111NONEPCGeneral Financial Support$150,000
The Christmas Box International
3660 South West TempleSalt Lake CityUT84115NONEPCGeneral Financial Support$15,000
The Edible Schoolyard Project
1517 Shattuck AveBerkeleyCA94709NONEPCGeneral Financial Support$35,000
The Giving Grinch
13267 South 1830 WestRivertonUT84065NONEPCGeneral Financial Support$10,000
The Good Samaritan Foundation
754 N 800 WSalt Lake CityUT84116NONEPOFGeneral Financial Support$15,000
The Heritage Rose
PO Box 173ArcherFL32718NONEPCGeneral Financial Support$20,000
The INN Between
1216 E 1300 SSalt Lake CityUT84105NONEPCGeneral Financial Support$100,000
The Madeleine Choir School
205 First AveSalt Lake CityUT84103NONEPCGeneral Financial Support$10,000
The Motley Squad
3710 S Peach StSalt Lake CityUT84109NONEPCGeneral Financial Support$5,000
The Mountain Church Attn Royal Family Kids Camp
8000 S 300 ESandyUT84070NONEPCGeneral Financial Support$40,000
The Nature Conservancy
559 E South TempleSalt Lake CityUT84102NONEPCGeneral Financial Support$30,000
The Other Side Academy
667 E 100 SSalt Lake CityUT84102NONEPCGeneral Financial Support$20,000
The Policy Project
1607 E Yalecrest AveSalt Lake CityUT84105NONEPCGeneral Financial Support$100,000
The Road Home
1415 S Main StSalt Lake CityUT84115NONEPCGeneral Financial Support$105,000
The Ron McBride Foundation
PO Box 71381Salt Lake CityUT84121NONEPCGeneral Financial Support$75,000
The Sandy Club A Safe Place For Boys & Girls
450 E 8680 SSandyUT84070NONEPCGeneral Financial Support$35,000
The Sharing Place
1695 E 3300 SSalt Lake CityUT84106NONEPCGeneral Financial Support$25,000
The Sting And Honey Company Inc
10195 Locksley RdSandyUT84092NONEPCGeneral Financial Support$5,000
This is the Place Foundation
2601 East Sunnyside AvenueSalt Lake CityUT84108NONEPCGeneral Financial Support$100,000
Timpanogos Legal Center
3301 N University AveProvoUT84604NONEPCGeneral Financial Support$10,000
Tooele County School District Education Foundation
92 Lodestone WyTooeleUT84074NONEPCGeneral Financial Support$8,000
Tracy Aviary
589 E 1300 SSalt Lake CityUT84105NONEPCGeneral Financial Support$100,000
TreeUtah
355 N 500 WSte BSalt Lake CityUT84116NONEPCGeneral Financial Support$15,000
UAACC Charitable Foundation Inc
350 E 400 S 432Salt Lake CityUT84111NONEPCGeneral Financial Support$250,000
Uintah Basin Technical College
1100 E Lagoon StRooseveltUT84066NONEPCGeneral Financial Support$15,000
Uintah Schools Foundation
826 S 1500 EVernalUT84078NONEPCGeneral Financial Support$6,500
Ukraine House DC Foundation Inc
2134 Kalorama Rd NWWashingtonDC20008NONEPCGeneral Financial Support$1,000,000
United Services Organization (USO)
PO Box 96860WashingtonDC200777677NONEPCGeneral Financial Support$10,000
Unity Gospel Choir International
4282 Mile High DrProvoUT84604NONEPCGeneral Financial Support$7,500
University of Idaho - College of Law
501 West Front StreetBoiseID83642NONEPCGeneral Financial Support$15,000
University of Utah
332 South 1400 East STE 160Salt Lake CityUT84112NONEPCGeneral Financial Support$1,976,974
University of Utah - David Eccles School of Business
332 South 1400 East STE 160Salt Lake CityUT84112NONEPCGeneral Financial Support$10,000
US Speedskating
5662 S Cougar LnKearnsUT84118NONEPCGeneral Financial Support$25,000
Utah Arts Alliance
663 W 100 SSalt Lake CityUT84104NONEPCGeneral Financial Support$75,000
Utah Association For The Education Of Young Children (UAEYC)
PO Box 25836Salt Lake CityUT84125NONEPCGeneral Financial Support$10,000
Utah Baseball Alliance
12316 S Rosebriar LnRivertonUT84065NONEPCGeneral Financial Support$10,000
Utah Community Action
1307 S 900 WSalt Lake CityUT84104NONEPCGeneral Financial Support$50,000
Utah Cultural Celebration Center Foundation
3600 Constitution BlvdSalt Lake CityUT84119NONEPCGeneral Financial Support$5,000
Utah Cut Flower Farm Association
245 E 9500 SParadiseUT84328NONEPCGeneral Financial Support$25,000
Utah Diaper Bank
615 E Pioneer AveSandyUT84070NONEPCGeneral Financial Support$10,000
Utah Domestic Violence Coalition
124 S 400 E STE 430Salt Lake CityUT84111NONEPCGeneral Financial Support$50,000
Utah FFA Foundation
2300 Old Main HillLoganUT84321NONEPCGeneral Financial Support$25,000
Utah Film Center
375 W 400 NSalt Lake CityUT84103NONEPCGeneral Financial Support$100,000
Utah Food Bank
3150 S 900 WSalt Lake CityUT84119NONEPCGeneral Financial Support$50,000
Utah Force Family Inc
15083 Reins WayBluffdaleUT84065NONEPCGeneral Financial Support$50,000
Utah Foster Care Foundation
5296 S Commerce Dr STE 400Salt Lake CityUT84107NONEPCGeneral Financial Support$100,000
Utah Heritage and Arts Foundation Inc DBA UServeUtah
3760 S Highland DriveMillcreekUT84109NONEPCGeneral Financial Support$260,000
Utah Highway Patrol Honorary Colonels Association
6566 Bouchelle LaneCottonwood HeightsUT84121NONEPCGeneral Financial Support$25,000
Utah Historical Society
3760 S Highland DrMillcreekUT84106NONEPCGeneral Financial Support$1,000,000
Utah Honor Flight
PO Box 849RivertonUT84065NONEPCGeneral Financial Support$100,000
Utah Refugee Connection
6440 S Wasatch Blvd STE 100Salt Lake CityUT84121NONEPCGeneral Financial Support$2,000
Utah Sports Commission Foundation
201 S Main St Ste 2125Salt Lake CityUT84111NONEPCGeneral Financial Support$300,000
Utah STEM Foundation Governors Office Of Econ Dev
60 E South Temple Suite 850Salt Lake CityUT84111NONEPCGeneral Financial Support$50,000
Utah Summer Games Foundation
351 W University BlvdCedar CityUT84720NONEPCGeneral Financial Support$625,000
Utah Support Advocates For Recovery Awareness
180 E 2100 S STE 100Salt Lake CityUT84115NONEPCGeneral Financial Support$25,000
Utah Symphony Utah Opera
123 W South TempleSalt Lake CityUT84101NONEPCGeneral Financial Support$400,000
Utah Valley Family Support Center Inc Dba Family Support & Treatment Cente
1255 N 1200 WOremUT84057NONEPCGeneral Financial Support$25,000
Utah Valley Refugees
125 E 300 S STE 202ProvoUT84606NONEPCGeneral Financial Support$10,000
Utah Zoological Society
2600 E Sunnyside AveSalt Lake CityUT84108NONEPCGeneral Financial Support$63,000
Utah's First Lady Foundation
PO Box 900061SandyUT84090NONEPCGeneral Financial Support$50,000
Utah's Promise
257 E 200 S STE 300Salt Lake CityUT84111NONEPCGeneral Financial Support$500,000
Volunteers Of America Utah
1875 South Redwood RoadSalt Lake CityUT84104NONEPCGeneral Financial Support$50,000
Wabisabi Inc
170 E 100 SMoabUT84532NONEPCGeneral Financial Support$15,000
Ward Foundation
13731 S Farm Hollow LnDraperUT84020NONEPCGeneral Financial Support$10,000
Wasatch Adaptive Sports
9385 S Snowbird Center DrSandyUT84092NONEPCGeneral Financial Support$25,000
Wasatch Community Gardens
629 E 800 SSalt Lake CityUT84102NONEPCGeneral Financial Support$11,000
Wasatch Forensic Nurses
1565 E 3300 SSalt Lake CityUT84106NONEPCGeneral Financial Support$10,000
Wasatch Homeless Health Care Dba Fourth St Clinic
409 W 400 SSalt Lake CityUT84101NONEPCGeneral Financial Support$75,000
Wasatch Mountain Institute
PO Box 982137Park CityUT84098NONEPCGeneral Financial Support$10,000
Wasatch Recovery Foundation
PO Box 639DraperUT84020NONEPCGeneral Financial Support$80,000
Waste Less Solutions
999 E Murray Holladay Rd STE202Salt Lake CityUT84117NONEPCGeneral Financial Support$10,000
Waterford School Holding Corporation
1480 E 9400 SSandyUT84093NONEPCGeneral Financial Support$30,000
Weber School Foundation
5320 Adams Ave PkwyOgdenUT84405NONEPCGeneral Financial Support$268,000
Westside Coalition
622 W 500 NSalt Lake CityUT84116NONEPCGeneral Financial Support$15,000
Wheels Of Justice
4276 S Highland DrSalt Lake CityUT84124NONEPCGeneral Financial Support$10,000
Women Of The World
415 E 3900 SSalt Lake CityUT84107NONEPCGeneral Financial Support$50,000
Women's Executive Alliance
1840 S 900 WLehiUT84043NONEPFGeneral Financial Support$20,000
World Wildlife Fund Inc
1250 24th St NWWashingtonDC20037NONEPCGeneral Financial Support$5,000
YCC Family Crisis Center
2261 Adams AveOgdenUT84401NONEPCGeneral Financial Support$25,000
YMCA of Northern Utah
3216 S Highland Dr STE 200Salt Lake CityUT84106NONEPCGeneral Financial Support$50,000
Youth Futures
2760 Adams AveOgdenUT84403NONEPCGeneral Financial Support$25,000
Youth Garden Project
530 S 400 EMoabUT84532NONEPCGeneral Financial Support$5,000
Youth Impact
2305 Grant AveOgdenUT84401NONEPCGeneral Financial Support$25,000
Youthlinc
6084 S 900 E STE 200MurrayUT84121NONEPCGeneral Financial Support$10,000
Ziegfeld Theater Arts
3934 Washington BlvdOgdenUT84403NONEPCGeneral Financial Support$5,000
Zion National Park Forever Project
1 Zion National ParkSpringdaleUT84767NONEPCGeneral Financial Support$290,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$33,201,549TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$12,992,894ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$7,116,814ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescPass-through Investment IncomeDesc
Exclusion18ExclusionCd
Exclusion$26,054,367ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$46,164,075ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$46,164,075TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
Karen G Miller
19350 South 150 East Suite 1000SandyUT84070$25,761,487Yes (X)Yes (X)
Larry H Miller GST Trust
29350 South 150 East Suite 1000SandyUT84070$12,000,000Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyContribution of Personal InvestmentsNoncashPropertyDesc
Fair Market Value$20,761,486FairMarketValueAmt
Received2024-04-19ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccounting FeesCategoryTxt
Amt$44,033Amt
Disbursements Charitable Prps$44,033DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp (2 entries)

DescDescAmtAmt
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/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtExpended By GranteeExpendedByGranteeAmtAny Diversion By GranteeAnyDiversionByGranteeTxtDates Of Reports By GranteeDatesOfReportsByGranteeTxtVerificationVerificationDtResults Of VerificationResultsOfVerificationTxt
Aspen Magdalene House
PO Box 522006Salt Lake CityUT841522024-09-09$100,000This 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.$100,000N/A12/03/20242024-12-03N/A
Emery County School District Foundation
120 N Main StHuntingtonUT845282024-11-21$2,500Sub 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.$2,500N/A1/2/20252025-01-02N/A
Hollow Tree Honey Foundation
1080 E Oakridge CirSandyUT840942024-09-24$5,000This 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.$5,000N/A11/23/20242024-11-23N/A
Kauai Ballet Academy Foundation
3121 F Lauoho RdKalaheoHI967412024-12-05$5,000providing dance scholarships, support for performances, teacher training, and outreach dance programs.$5,000N/A1/25/20252025-01-25N/A
One Refugee
101 S 200 E STE 200Salt Lake CityUT841112024-04-25$20,000Funds 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.$20,000N/A6/25/20242024-06-25N/A
PROG Holdings Foundation Inc
256 West Data DriveDraperUT840202024-11-25$13,000We 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.$13,000N/A1/25/20252025-01-25N/A
The Good Samaritan Foundation
754 N 800 WSalt Lake CityUT841162024-12-19$15,000100% of the donation will go to programming for immigration clinics, government filing fees and English learning$15,000N/A2/17/20252025-02-17N/A
Women's Executive Alliance
1840 S 900 WLehiUT840432024-11-25$20,000The $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.$20,000N/A1/25/20252025-01-25N/A
Proxima Inc
36 W 1400 NMapletonUT846642024-09-11$1,110,000Proxima 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.$0N/AN/AN/A
Rasa Legal
180 E 2100 S 206South Salt Lake CityUT841152024-11-25$100,000Rasa 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.$0N/AN/AN/A
Redemption Holding Company
350 E 400 S Ste 310Salt Lake CityUT841112024-12-09$4,000,000Redemption 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.$0N/AN/AN/A
Utah Housing Preservation Fund
223 W 700 SSalt Lake CityUT841012024-10-18$1,000,000Our 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.$0N/AN/AN/A

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescGross Sales PriceGrossSalesPriceAmtTotal 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

FieldValueIRS element (for citing)
BondFixed Income BondsBondNm
EOY Book Value$19,360,598EOYBookValueAmt
EOYFMV$19,360,598EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (88 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
Goldman Sachs Private Wealth ManagementFMV$30,230,773$30,230,773
Zions Bank Wealth ServicesFMV$445,127$445,127
Goldman Sachs-US EquityFMV$162,325,432$162,325,432
SCGE Offshore Fund, L.PFMV$8,139,270$8,139,270
Acadian Non-US Micro-CapFMV$7,399,020$7,399,020
Acadian EM Micro-CapFMV$8,096,424$8,096,424
Artisan PartnersFMV$11,375,708$11,375,708
Fisher All Foreign EquityFMV$7,573,411$7,573,411
Goldman Sachs-International EquityFMV$6,068,536$6,068,536
Grandeur PeakFMV$3,789,113$3,789,113
Nipun EmergingFMV$11,758,171$11,758,171
Westwood Global International DevelopedFMV$9,614,011$9,614,011
Arini Credit Master FundFMV$13,073,663$13,073,663
Arini Credit Opportunities Fund IFMV$11,414,244$11,414,244
BlackRock STAFMV$16,076,712$16,076,712
Ghost Tree PartnersFMV$15,550,574$15,550,574
Global StrategyFMV$9,441,327$9,441,327
Kepos Carbon Allowance FundFMV$10,444,156$10,444,156
M3 PartnersFMV$15,932,825$15,932,825
PIMCO Quantitative AlphaFMV$8,986,318$8,986,318
Sofinnova Bioequities EnhancedFMV$12,442,979$12,442,979
Voleon Composition FundFMV$11,421,254$11,421,254
Alice HoldingsFMV$512,032$512,032
Calida Strategic Acquisition FundFMV$2,908,162$2,908,162
Dauntless Capital Hospitality Parallel Fund IIFMV$3,114,275$3,114,275
Dauntless Capital Partners IIFMV$1,543,958$1,543,958
Kiln GrowthFMV$662,500$662,500
OHANA Real Estate InvestorsFMV$4,433,431$4,433,431
Sedona RE HoldingsFMV$564,322$564,322
Surfrider HoldingsFMV$1,001,663$1,001,663
Velocis Fund IIIFMV$5,636,956$5,636,956
Velocis Secondary Partners IIIFMV$6,256,582$6,256,582
Willard HoldingsFMV$407,167$407,167
Arch Capital RoyaltiesFMV$16,650,583$16,650,583
Arch Uinta RoyaltiesFMV$10,103,504$10,103,504
Grey Rock Net Zero OpportunitiesFMV$2,237,116$2,237,116
NGP Royalty Partners IIFMV$8,257,023$8,257,023
OIE Brazos IIIFMV$4,330,275$4,330,275
Ospraie AG Science LLCFMV$4,311,727$4,311,727
Quantum Energy Partners VIII-CFMV$1,005,452$1,005,452
Quantum Parallel Partners VIII-DFMV$5,197,393$5,197,393
Vendera Resources V-BFMV$9,343,142$9,343,142
Vendera Resources VI-BFMV$3,729,802$3,729,802
Avenue Sports OpportunitiesFMV$2,109,784$2,109,784
Cynosure Partners IIIFMV$3,787,125$3,787,125
Fifth Growth FundFMV$1,896,692$1,896,692
GLASfundFMV$4,999,267$4,999,267
Inflexion Fund VIFMV$4,812,051$4,812,051
KalderosFMV$5,000,000$5,000,000
Knox Lane Fund IIFMV$623,314$623,314
Mercato Partners Traverse IVFMV$7,350,962$7,350,962
Rhone SPV2FMV$3,017,605$3,017,605
Savory Fund IIIFMV$2,877,373$2,877,373
Sentinel Capital Partners VII-AFMV$3,322,473$3,322,473
Solamere IPSFMV$11,467,969$11,467,969
Solamere Series IV Flagship FundFMV$1,416,007$1,416,007
Solamere Series IV Leaders FundFMV$2,174,402$2,174,402
Sorenson Capital Partners IV-BFMV$9,774,007$9,774,007
TorusFMV$4,999,997$4,999,997
137 OpportunityFMV$6,056,084$6,056,084
137 Ventures VI, LPFMV$4,460,813$4,460,813
Accel Leaders 4FMV$2,778,892$2,778,892
Accel XVIFMV$29,634$29,634
Crosslink Capital X-BFMV$783,539$783,539
Drive Capital Fund IVFMV$3,927,167$3,927,167
Drive Capital Overdrive Fund IIFMV$3,782,994$3,782,994
Eclipse Early Growth Fund IIFMV$485,335$485,335
Eclipse Fund VFMV$282,596$282,596
General Catalyst XI CreationFMV$2,155,396$2,155,396
General Catalyst XI EnduranceFMV$5,680,964$5,680,964
General Catalyst XI IgnitionFMV$2,317,760$2,317,760
General Catalyst XII CreationFMV$1,151,588$1,151,588
General Catalyst XII EnduranceFMV$863,040$863,040
General Catalyst XII Health AssuranceFMV$205,152$205,152
General Catalyst XII IgnitionFMV$582,930$582,930
Kickstart Seed FundFMV$2,425,960$2,425,960
Lavrock Venture Fund IIFMV$10,153,000$10,153,000
Pelion Venture Partners VIIFMV$10,746,520$10,746,520
Pelion Venture Partners VIIIFMV$1,021,549$1,021,549
Rose Park AdvisorsFMV$10,050,671$10,050,671
Sofinnova Venture PartnersFMV$2,047,287$2,047,287
Tiger GlobalFMV$2,028,911$2,028,911
U.S. Venture Partners XIIIFMV$1,547,415$1,547,415
Blackstone Private Credit FundFMV$48,142,201$48,142,201
Blackstone REITFMV$38,895,650$38,895,650
Blackstone REP XFMV$1,492,029$1,492,029
Utah Housing Preservation Fund-PRIFMV$0$0
SearchlightFMV$0$0

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLegal FeesCategoryTxt
Legal Fees$20,728LegalFeesAmt
Disbursements Charitable Prps$20,728DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (4 entries)

DescDescEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmtBOY 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

FieldValueIRS element (for citing)
DescPrior Period AdjustmentDesc
Amt$89,014Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescPass-through Investment ExpenseDesc
Revenue And Expenses Per Books$6,680,037RevenueAndExpensesPerBooksAmt
Net Investment Income$6,993,939NetInvestmentIncomeAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet 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

FieldValueIRS element (for citing)
DescUnrealized Gain on SecuritiesDesc
Amt$58,066,663Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements 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)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
Federal Taxes$520,015
Foreign Tax Paid$134,930