JANET Q LAWSON FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization: JANET Q LAWSON FOUNDATION (EIN 87-0481508)
Tax period: 2014-01-01 to 2014-12-31
Filed: 2015-11-17
IRS object ID: 201543219349100224
Schema version: 2014v5.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Accounting Fees Schedule
Gain Loss Sale Other Assets Sch
Legal Fees Schedule
Other Assets Schedule
Other Assets 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	2015-11-17T14:54:17-08:00	ReturnTs
Tax Period End	2014-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	RUESCH & COMPANY LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	101 SOUTH 200 EAST SUITE 150	AddressLine1Txt
City	SALT LAKE CITY	CityNm
State Abbreviation	UT	StateAbbreviationCd
ZIP	841111417	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2014-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	870481508	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Janet Q Lawson Foundation	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	JANE	BusinessNameControlTxt
Phone	8015321500	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO Box 45385	AddressLine1Txt
City	Salt Lake City	CityNm
State Abbreviation	UT	StateAbbreviationCd
ZIP	841450385	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	HERBERT C LIVSEY TRUSTEE	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	8015321500	PhoneNum
Signature	2015-10-27	SignatureDt

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	CHORTNEY B RUESCH CPA	PreparerPersonNm
Phone	8018729798	PhoneNum
Preparation	2015-11-16	PreparationDt
Self Employed	Yes (X)	SelfEmployedInd

Field	Value	IRS element (for citing)
Tax	2014	TaxYr
Build TS	2016-04-25 22:37:26Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$61,242,833	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$1,702,935	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$1,702,935	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$1,246,689	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$11,727,052	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$1,246,689	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$104,401	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$104,401	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$3,054,025	TotalRevAndExpnssAmt
Total Net Invst Incm	$3,054,025	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$56,500	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$11,300	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$45,200	CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss	$81,112	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$73,001	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$8,111	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$189,852	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$37,971	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$151,881	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$126,055	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$25,212	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$100,843	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$34,118	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$17,118	TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss	$39,491	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$7,898	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$31,593	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$527,128	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$172,500	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$337,628	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$4,008,480	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$4,008,480	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$4,535,608	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$172,500	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$4,346,108	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$1,481,583	ExcessRevenueOverExpensesAmt
Net Investment Income	$2,881,525	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$4,652,035	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$6,611,460	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$6,611,460	SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl EOYFMV	$12,734	AcctRcvblEOYFMVAmt
US Government Obligations BOY	$74,916	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$1,592,052	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$1,622,515	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$38,787,330	CorporateStockBOYAmt
Corporate Stock EOY	$31,009,457	CorporateStockEOYAmt
Corporate Stock EOYFMV	$40,124,768	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$1,977,713	CorporateBondsBOYAmt
Corporate Bonds EOY	$3,957,703	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$3,973,494	CorporateBondsEOYFMVAmt
Other Investments BOY	$1,824,488	OtherInvestmentsBOYAmt
Other Investments EOY	$6,493,305	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$6,927,054	OtherInvestmentsEOYFMVAmt
Other Assets BOY	$4,424,468	OtherAssetsBOYAmt
Other Assets EOY	$1,949,291	OtherAssetsEOYAmt
Other Assets EOYFMV	$1,970,808	OtherAssetsEOYFMVAmt
Total Assets BOY	$51,740,950	TotalAssetsBOYAmt
Total Assets EOY	$51,613,268	TotalAssetsEOYAmt
Total Assets EOYFMV	$61,242,833	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Capital Stock BOY	$51,740,950	CapitalStockBOYAmt
Capital Stock EOY	$51,613,268	CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY	$51,740,950	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$51,613,268	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$51,740,950	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$51,613,268	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$51,740,950	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$1,481,583	ExcessRevenueOverExpensesAmt
Other Increases	$1,363,004	OtherIncreasesAmt
Subtotal	$51,622,371	SubtotalAmt
Other Decreases	$9,103	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$51,613,268	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	DepreciationDepreciationAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	FMV As Of123169FMVAsOf123169Amt	Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt	Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
Short Term Gains & Losses	P	2014-06-30	2014-12-31	$6,609,947	$0	$6,456,038	$153,909	$0	$0	$0	$153,909
Long Term Gains & Losses	P	2013-12-30	2014-12-31	$4,810,077	$0	$4,024,324	$785,753	$0	$0	$0	$785,753
Capital Gain Distributions	P	2013-12-30	2014-12-31	$307,027	$0	$0	$307,027	$0	$0	$0	$307,027

Field	Value	IRS element (for citing)
Capital Gain Net Income	$1,246,689	CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss	$153,909	NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	false	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$3,909,847	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$36,472,660	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.107199	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$1,152,310	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$18,558,090	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.062092	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$1,098,768	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$17,940,022	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.061247	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$1,089,386	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$16,881,133	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.064533	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$704,692	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$13,148,328	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.053596	DistributionYr5Rt
Total Distribution	0.348667	TotalDistributionRt
Average Distribution	0.069733	AverageDistributionRt
Net Vl Noncharitable Assets	$61,580,408	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$4,294,187	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$28,815	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$4,323,002	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$4,346,108	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	Yes (X)	DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax	$28,815	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$28,815	SubtotalAmt
Tax Based On Investment Income	$28,815	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$51,743	EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax	$10,000	AppliedToEsTaxAmt
Total Payments And Credits	$61,743	TotalPaymentsAndCreditsAmt
Original Return Overpayment	-$61,743	OriginalReturnOverpaymentAmt
Overpayment	$32,928	OverpaymentAmt
Applied To ES Tax	$32,928	AppliedToESTaxAmt

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	false	UnrelatedBusIncmOverLimitInd
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	HERBERT C LIVSEY	IndividualWithBooksNm
Phone	8015321500	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	36 S State St Suite 1400	AddressLine1Txt
City	Salt Lake City	CityNm
State Abbreviation	UT	StateAbbreviationCd
ZIP	841111417	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	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	Yes (true)	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	false	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
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	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
FREDERICK Q LAWSON
PO Box 45385	Salt Lake City	UT	841450385	Trustee/Advisor	0.50	$5,500	$0	$0
PETER Q LAWSON
PO Box 45385	Salt Lake City	UT	841450385	Trustee/Advisor	0.50	$5,500	$0	$0
ELLEN E ROSSI
PO Box 45385	Salt Lake City	UT	841450385	Trustee/Advisor	0.50	$9,500	$0	$0
DR ERIK C ERLINGSSON
PO Box 45385	Salt Lake City	UT	841450385	Trustee/Advisor	0.50	$7,500	$0	$0
HERBERT C LIVSEY
PO Box 45385	Salt Lake City	UT	841450385	Trustee/Advisor	2.50	$9,000	$0	$0
CHARLES H LIVSEY
PO Box 45385	Salt Lake City	UT	841450385	Trustee/Advisor	0.50	$11,500	$0	$0
CLARK P GILES
PO Box 45385	Salt Lake City	UT	841450385	Trustee/Advisor	0.50	$8,000	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Service TypeServiceTypeTxt	CompensationCompensationAmt
Morgan Stanley
60 E South Temple 20th Floor	Salt Lake City	UT	84111	Investment Management	$115,398
Maywood Trust Company LLC
702 S Arlington Ave	Reno	NV	89509	Administration and Accounting	$178,164
Ray Quinney & Nebeker PC
36 S State Street Suite 1500	Salt Lake City	UT	84111	Legal Services	$81,112

Field	Value	IRS element (for citing)
Contractor Paid Over50k	3	ContractorPaidOver50kCnt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$56,512,603	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$6,005,578	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$62,518,181	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$62,518,181	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$937,773	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$61,580,408	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$3,079,020	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$3,079,020	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$28,815	TaxBasedOnInvestmentIncomeAmt
Total Tax	$28,815	TotalTaxAmt
Distributable Before Adj	$3,050,205	DistributableBeforeAdjAmt
Distributable Before Ded	$3,050,205	DistributableBeforeDedAmt
Distributable As Adjusted	$3,050,205	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$4,346,108	ExpensesAndContributionsAmt
Qualifying Distributions	$4,346,108	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$28,815	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$4,317,293	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$3,050,205	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2	$166,019	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$2,289,698	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$2,455,717	TotalExcessDistributionCyovAmt
Qualifying Distributions	$4,346,108	QualifyingDistributionsAmt
Applied To Current Year	$3,050,205	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$1,295,903	RemainingDistriFromCorpusAmt
Total Corpus	$3,751,620	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$3,751,620	ExcessDistriCyovToNextYrAmt
Excess From Year2	$166,019	ExcessFromYear2Amt
Excess From Year1	$2,289,698	ExcessFromYear1Amt
Excess From Current Year	$1,295,903	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	NONE	ContributingManagerNm
Shareholder Manager	NONE	ShareholderManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
Alf Engen Ski Museum Foundation
PO Box 980187	Park City	UT	84098	Public Charity	General financial support	$17,000
Moab Charter School
358 E 300 S	Moab	UT	84532	Public Charity	General financial support	$10,000
Neighborhood House
1050 W 500 S	Salt Lake City	UT	841041397	Public Charity	General financial support	$35,000
Primary Children's Medical Center Foundation
PO Box 58249	Salt Lake City	UT	841580249	Public Charity	General financial support	$38,000
The Nature Conservancy of Utah
559 E South Temple	Salt Lake City	UT	84102	Public Charity	General financial support	$30,000
Tracy Aviary
589 E 1300 S	Salt Lake City	UT	84105	Public Charity	General financial support	$15,000
United Way of Salt Lake
174 S West Temple Suite 30	Salt Lake City	UT	84101	Public Charity	General financial support	$1,000
University of Utah KUED Channel 7
Dolores Dore Eccles Broadcast Cente	Salt Lake City	UT	84112	Public Charity	General financial support	$2,500
University of Utah Marriott Library Ski Archives
295 S 1500 E	Salt Lake City	UT	841120860	Public Charity	General financial support	$15,000
University of Utah
1390 E Presidents Circle	Salt Lake City	UT	84112	Public charity	General financial support	$10,000
University of Utah Utah Museum of Natural History
1390 E Presidents Circle	Salt Lake City	UT	841120050	Public Charity	General financial support	$35,000
Utah Food Bank
1025 S 700 W	Salt Lake City	UT	84104	Public Charity	General financial support	$2,000
Utah Girl Scout Council
PO Box 57280	Salt Lake City	UT	841570280	Public Charity	General financial support	$40,000
Utah State University College of Natural Resources
5200 Old Main Hill	Logan	UT	843225200	Public Charity	General financial support	$125,000
Utah State University Nora Eccles Harrison Museum of Art
4020 Old Main Hill	Logan	UT	843224020	Public Charity	General financial support	$10,000
Utah's Hogle Zoo
2600 Sunnyside Avenue	Salt Lake City	UT	84108	Public Charity	General financial support	$35,000
Utah SymphonyUtah Opera
123 W South Temple	Salt Lake City	UT	841011496	Public Charity	General financial support	$65,000
Guadalupe Schools
340 S Goshen Street	Salt Lake City	UT	84104	Public Charity	General financial support	$1,606,680
Black Mesa Trust
PO Box 30456	Flagstaff	AZ	86003	Public Charity	General financial support	$4,000
Four Corners School of Outdoor Education
PO Box 1029	Monticello	UT	84535	Public Charity	General financial support	$10,000
YMCA of Greater Salt Lake
3098 S Highland Dr Suite 440	Salt Lake City	UT	84106	Public Charity	General financial support	$9,500
Canyon Country Discovery Center
PO Box 450	Monticello	UT	84535	Public Charity	General financial support	$75,000
Earth Science Education
30 North U Street	Salt Lake City	UT	84103	Public charity	General financial support	$2,000
Jordan Valley Conservation Gardens Foundation
8275 S 1300 W	West Jordan	UT	84088	Public charity	General financial support	$1,000
Legal Aid Society of Salt Lake
205 N 400 W	Salt Lake City	UT	84103	Public charity	General financial support	$2,000
Moab Regional Hospital
450 W Williams Way	Moab	UT	84532	Public charity	General financial support	$70,000
Climate Reality Project
901 E Street NW 610	Washington	DC	20004	Public charity	General financial support	$2,000
Ballet West
50 W 200 S	Salt Lake City	UT	84101	Public Charity	General financial support	$1,691,800
The Children's Center
350 South 400 East	Salt Lake City	UT	84111	Public Charity	General Financial Support	$5,000
Wasatch Canyons Foundation
36 S State Street Suite 1400	Salt Lake City	UT	84111	Public Charity	General Financial Support	$7,000
Glen Canyon Institute
429 E 100 S	Salt Lake City	UT	84111	Public Charity	General Financial Support	$10,000
Planned Parenthood Association of Utah
654 S 900 E	Salt Lake City	UT	84102	Public Charity	General Financial Support	$4,000
Wasatch Adaptive Sports
9385 S Snowbird Center Dr	Snowbird	UT	840929000	Public Charity	General Financial Support	$2,000
Wasatch Community Gardens
824 S 400 W Suite 127	Salt Lake City	UT	84101	Public Charity	General Financial Support	$5,000
Utah Humanities Council
202 West 300 North	Salt Lake City	UT	84103	Public Charity	General Financial Support	$1,000
Westminster College
1840 South 1300 East	Salt Lake City	UT	84105	Public Charity	General Financial Support	$10,000
Fourth Street Clinic
409 W 400 S	Salt Lake City	UT	84101	Public Charity	General Financial Support	$3,000
Cathedral Church of Saint Mark
231 E 100 S	Salt Lake City	UT	84111	Public Charity	General Financial Support	$2,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$4,008,480	TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Ballet West	BusinessNameLine1Txt

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	50 W 200 S	AddressLine1Txt
City	Salt Lake City	CityNm
State Abbreviation	UT	StateAbbreviationCd
ZIP	84101	ZIPCd

Field	Value	IRS element (for citing)
Recipient Foundation Status	Public Charity	RecipientFoundationStatusTxt
Grant Or Contribution Purpose	General Financial Support	GrantOrContributionPurposeTxt
Amt	$1,919,291	Amt

Field	Value	IRS element (for citing)
Total Grant Or Contri Apprv Fut	$1,919,291	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$1,702,935	RelatedOrExemptFunctionIncmAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$104,401	RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$1,246,689	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$3,054,025	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$3,054,025	TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxt	Relationship StatementRelationshipStatementTxt
4	Dividend income may be used to fund grants.
8	A portion of Capital Gains/Losses may be used to fund grants.
7	Misc. Income or Other Income may be used to fund grants.

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Maywood Trust Company Banking and Accounting	$178,164	$35,633	$142,531
Ruesch and Company LLC Accounting and Tax	$11,688	$2,338	$9,350

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

Field	Value	IRS element (for citing)
Asset	Capital Assets - Short and Long Term and Distributions	AssetDesc
Gross Sales Price	$11,727,052	GrossSalesPriceAmt
Basis	$10,480,363	BasisAmt
Total Net	$1,246,689	TotalNetAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	Ray Quinney & Nebeker PC Legal	CategoryTxt
Legal Fees	$81,112	LegalFeesAmt
Net Investment Income	$73,001	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$8,111	DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDesc	BOY Book ValueBOYBookValueAmt	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
Ballet West Note	$3,524,468	$1,949,291	$1,970,808
Quinney Foundation Note	$900,000

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDesc	BOY Book ValueBOYBookValueAmt	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
Ballet West Note	$3,524,468	$1,949,291	$1,970,808
Quinney Foundation Note	$900,000

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDesc	BOY Book ValueBOYBookValueAmt	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
Ballet West Note	$3,524,468	$1,949,291	$1,970,808
Quinney Foundation Note	$900,000

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (3 entries)

DescDesc	AmtAmt
Prior Period Adjustments	$3,353
Non-Deductible Component of Grants	$500
Tax Exempt Bond Amortization	$5,250

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	Partner's Share of Expenses From K-1	Desc
Revenue And Expenses Per Books	$39,491	RevenueAndExpensesPerBooksAmt
Net Investment Income	$7,898	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$31,593	DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	From K-1	Desc
Revenue And Expenses Per Books	$104,401	RevenueAndExpensesPerBooksAmt
Net Investment Income	$104,401	NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDesc	AmtAmt
Tax Exempt Income	$76,198
Unrealized Gain of Grants Given in Stock	$1,286,806

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (8 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MS083 Investment Fees	$76,688	$15,338	$61,350
MS933 Investment Fees	$4,663	$933	$3,730
MS247 Investment Fees	$20,070	$4,014	$16,056
MS249 Investment Fees	$7,732	$1,546	$6,186
MS250 Investment Fees	$6,232	$1,246	$4,986
MS863 Investment Fees	$13	$3	$10
AB228 Investment Fees	$1,553	$311	$1,242
AB798 Investment Fees	$9,104	$1,821	$7,283

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt
Income Tax Paid	$17,000
Foreign Taxes Paid	$17,118	$17,118