LAWRENCE T & JANET T DEE FDN: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- LAWRENCE T & JANET T DEE FDN (EIN 87-6150803)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202233189349104833
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T13:54:24-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORVIS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 E 200 S SUITE 1200 | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 876150803 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lawrence & Janet Dee Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % FORVIS LLP | InCareOfNm |
| Business Name Control | LAWR | BusinessNameControlTxt |
| Phone | 8016470604 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 58767 | AddressLine1Txt |
| City | Salt Lake City | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84158 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS DEE | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Phone | 8015319100 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | THOMAS | PersonFirstNm |
| Person Last | DEE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Brad Wyatt | PreparerPersonNm |
| PTIN | P01578608 | PTIN |
| Phone | 8015319100 | PhoneNum |
| Preparation | 2022-11-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $71,895,953 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $151,281 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $151,281 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,646,118 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,646,118 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,561,819 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $40,149,015 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,561,812 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $201,966 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $201,657 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $10,561,184 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,560,868 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $12,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $12,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $20,726 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $20,726 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $26,275 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $13,138 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $13,138 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $383,927 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $383,927 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $73,684 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $30,262 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $11,100 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $11,100 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $106,978 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $88,823 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $17,741 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $635,190 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $516,150 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $75,205 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,801,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,801,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,436,690 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $516,150 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,876,705 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,124,494 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,044,718 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $782,159 | CashBOYAmt |
| Cash EOY | $861,240 | CashEOYAmt |
| Cash EOYFMV | $861,240 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $25,000 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $0 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $0 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $33,327,250 | CorporateStockBOYAmt |
| Corporate Stock EOY | $37,382,905 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $49,190,334 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,242,132 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,741,421 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,730,623 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $7,607,375 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,583,652 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $16,290,926 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $3,308,638 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,822,830 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,822,830 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $49,292,554 | TotalAssetsBOYAmt |
| Total Assets EOY | $56,392,048 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $71,895,953 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,500 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $2,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $49,290,054 | RetainedEarningBOYAmt |
| Retained Earning EOY | $56,392,048 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $49,290,054 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $56,392,048 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $49,292,554 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $56,392,048 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $49,290,054 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,124,494 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,500 | OtherIncreasesAmt |
| Subtotal | $56,417,048 | SubtotalAmt |
| Other Decreases | $25,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $56,392,048 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $39,994,866 | $31,587,203 | $8,407,663 | $8,407,663 |
| MORGAN STANLEY CAPITAL GAIN DISTRIBUTIONS | P | $70,588 | $0 | $70,588 | $70,588 |
| PASS THROUGH ACTIVITY | P | $83,561 | $83,561 | $83,561 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,561,812 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $139,622 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $139,622 | SubtotalAmt |
| Tax Based On Investment Income | $139,622 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $164,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $179,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $2,785 | EsPenaltyAmt |
| Overpayment | $36,593 | OverpaymentAmt |
| Applied To ES Tax | $36,593 | 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 | false | 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 | Deefoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORVIS LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8015319100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 E 200 S SUITE 1200 | AddressLine1Txt |
| City | Salt Lake City | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84111 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| Thomas D Dee III | ||||||||
| PO Box 58767 | Salt Lake City | UT | 84158 | Director | 1.0 | $2,500 | $0 | $0 |
| David Dee | ||||||||
| PO Box 58767 | Salt Lake City | UT | 84158 | Director | 1.0 | $2,500 | $0 | $0 |
| Matthew T Dee | ||||||||
| PO Box 58767 | Salt Lake City | UT | 84158 | Director | 1.0 | $2,500 | $0 | $0 |
| Nathan C Dee | ||||||||
| PO Box 58767 | Salt Lake City | UT | 84158 | Director | 1.0 | $2,500 | $0 | $0 |
| Elisabeth Dee | ||||||||
| PO Box 58767 | Salt Lake City | UT | 84158 | Director | 1.0 | $2,500 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $51,859,264 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,360,392 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $13,318,670 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $66,538,326 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $66,538,326 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $998,075 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $65,540,251 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,277,013 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,277,013 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $139,622 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $139,622 | TotalTaxAmt |
| Distributable Before Adj | $3,137,391 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,137,391 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,137,391 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,876,705 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,876,705 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,137,391 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,658,044 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,876,705 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,658,044 | AppliedToYear1Amt |
| Applied To Current Year | $218,661 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $2,918,730 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Lawrence Janet Dee Foundation | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 58767 | AddressLine1Txt |
| City | Salt Lake City | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84158 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8016470604 | RecipientPhoneNum |
| Form And Info And Materials | LETTER OF APPLICATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE; BUT SUGGESTED BY OCTOBER 22ND | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Contributions | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 58767 | AddressLine1Txt |
| City | Salt Lake City | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84158 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | none | RecipientRelationshipTxt |
| Grant Or Contribution Purpose | General Support-please see attached contribution detail | GrantOrContributionPurposeTxt |
| Amt | $2,801,500 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,801,500 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANTS APPROVED FOR FUTURE | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 58767 | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84158 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | VARIOUS GRANTS AND CONTRIBUTIONS APPROVED FOR FUTURE USE. PLEASE SEE DETAILED ATTACHMENT. | GrantOrContributionPurposeTxt |
| Amt | $577,500 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $577,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $151,281 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,646,118 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $7 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,561,812 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (5 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| K-1 INCOME | 901101 | $309 | 01 | $136,075 |
| CASH IN LIEU | 01 | $94 | ||
| CAPITAL GAINS | 01 | $47,007 | ||
| NON DIVIDEND | 01 | $11,840 | ||
| TAX REBATES | 01 | $6,641 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $316 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $10,560,868 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,561,184 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $26,275 | Amt |
| Net Investment Income | $13,138 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13,138 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE ATTORNEY GENERAL FOR THE STATE OF UTAH PREFERS THAT WE DO NOT SEND A COPY OF FORM 990-PF TO THEIR OFFICE UNLESS SPECIFICALLY REQUESTED. | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MORGAN STANLEY | BondNm |
| EOY Book Value | $2,741,421 | EOYBookValueAmt |
| EOYFMV | $2,730,623 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MORGAN STANLEY SECURITIES | StockNm |
| EOY Book Value | $37,382,905 | EOYBookValueAmt |
| EOYFMV | $49,190,334 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MORGAN STANLEY ALTERNATIVES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $12,583,652 | BookValueAmt |
| EOYFMV | $16,290,926 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $20,726 | LegalFeesAmt |
| Disbursements Charitable Prps | $20,726 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (8 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NH CAPITAL PARTNERS V CAYMAN | $102,833 | $96,636 | $96,636 |
| ACL ALTERNATIVE FUND | $1,053,318 | $0 | $0 |
| NHREF VIII GLOBAL TE | $120,115 | $120,115 | $120,115 |
| NHREF VIII GLOBAL TE (US) | $11,792 | $11,995 | $11,995 |
| NH TV FEEDER FUND | $1,292,837 | $1,159,490 | $1,159,490 |
| NH TACTICAL VALUE FUND | $575,750 | $260,513 | $260,513 |
| NH TACTICAL VALUE FUND AIV | $151,993 | $1,088,637 | $1,088,637 |
| NH REAL ESTATE FUND | $0 | $85,444 | $85,444 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WRITE OFF PREPAID | Desc |
| Amt | $25,000 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| REFUNDS | $21 | $21 | |
| WEB SOLUTION SOFTWARE | $507 | $507 | |
| DUES & SUBSCRIPTIONS | $350 | $350 | |
| UTILITIES | $402 | $402 | |
| BANK FEES | $49 | $49 | |
| TRAVEL & MEALS | $47 | $47 | |
| POSTAGE & DELIVERY | $408 | $408 | |
| FROM PASS THROUGH ACTIVITY | $89,188 | $88,774 | |
| PLACEMENT FEE | $9,250 | $9,250 | |
| OTHER EXPENSES | $6,756 | $6,756 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Income | $136,384 | $136,075 |
| Tax Rebates | $6,641 | $6,641 |
| Cash in Lieu | $94 | $94 |
| Capital Gains | $47,007 | $47,007 |
| Non Dividend | $11,840 | $11,840 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WRITE OFF LIABILITY | Desc |
| Amt | $2,500 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| CONTRACT SERVICES | $22,350 | $22,350 |
| INVESTMENT FEES | $361,577 | $361,577 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAXES | $43,422 | |
| BROKERAGE FOREIGN TAXES | $30,262 | $30,262 |
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