LAWRENCE T & JANET T DEE FDN: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- LAWRENCE T & JANET T DEE FDN (EIN 87-6150803)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202103199349106560
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- 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 Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T13:39:28-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 510 S 200 W 200 | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | 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 | % BKD 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 | 2021-11-15 | 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 | KARA SWEET | PreparerPersonNm |
| PTIN | P01322108 | PTIN |
| Phone | 8015319100 | PhoneNum |
| Preparation | 2021-11-15 | 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 | 2020 | 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 | $65,632,493 | 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 | $146,879 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $146,879 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $962,945 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $962,945 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$475,921 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $35,825,462 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $310,773 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $271,894 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $944,676 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,381,718 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $22,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $22,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $28,180 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $28,180 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $24,435 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,218 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $12,218 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $349,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $349,000 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $78,864 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $31,975 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $11,165 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $11,165 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $120,047 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $96,997 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $23,028 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $634,191 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $490,190 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $97,091 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,800,004 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,800,004 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,434,195 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $490,190 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,897,095 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,489,519 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $891,528 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $395,705 | CashBOYAmt |
| Cash EOY | $782,159 | CashEOYAmt |
| Cash EOYFMV | $782,159 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $25,000 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $25,000 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $25,000 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $31,481,669 | CorporateStockBOYAmt |
| Corporate Stock EOY | $33,327,250 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $47,243,663 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $10,569,837 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,242,132 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,676,481 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $7,406,841 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,607,375 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,596,552 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,903,021 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,308,638 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,308,638 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $51,782,073 | TotalAssetsBOYAmt |
| Total Assets EOY | $49,292,554 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $65,632,493 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,500 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,500 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $2,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,500 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $51,779,573 | RetainedEarningBOYAmt |
| Retained Earning EOY | $49,290,054 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $51,779,573 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $49,290,054 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $51,782,073 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $49,292,554 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $51,779,573 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,489,519 | ExcessRevenueOverExpensesAmt |
| Subtotal | $49,290,054 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $49,290,054 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $35,825,462 | GrossSalesPriceAmt |
| Cost Or Other Basis | $36,348,541 | CostOrOtherBasisAmt |
| Gain Or Loss | -$523,079 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$523,079 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$523,079 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,392 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $12,392 | SubtotalAmt |
| Tax Based On Investment Income | $12,392 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $28,700 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $28,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $57,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $101 | EsPenaltyAmt |
| Overpayment | $44,707 | OverpaymentAmt |
| Applied To ES Tax | $15,000 | AppliedToESTaxAmt |
| Refund | $29,707 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | UT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 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 | BKD 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 | 510 SOUTH 200 WEST SUITE 200 | AddressLine1Txt |
| City | Salt Lake City | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84101 | 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 | ||||||||
| 1575 Devonshire Drive | Salt Lake City | UT | 84108 | Director | 1.0 | $5,000 | $0 | $0 |
| David Dee | ||||||||
| 1374 East Arlington Drive | Salt Lake City | UT | 84103 | Director | 1.0 | $5,000 | $0 | $0 |
| Matthew T Dee | ||||||||
| 3380 Colemere Way | Salt Lake City | UT | 84109 | Director | 1.0 | $5,000 | $0 | $0 |
| Nathan C Dee | ||||||||
| 3381 East Joyce Drive | Salt Lake City | UT | 84109 | Director | 1.0 | $5,000 | $0 | $0 |
| Elisabeth Dee | ||||||||
| 1374 Arlington Drive | Salt Lake City | UT | 84103 | 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 | $45,760,063 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,721,288 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $9,596,551 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $57,077,902 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $57,077,902 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $856,169 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $56,221,733 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,811,087 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,811,087 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,392 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $905 | IncomeTaxAmt |
| Total Tax | $13,297 | TotalTaxAmt |
| Distributable Before Adj | $2,797,790 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $2,500 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,800,290 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,800,290 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,897,095 | 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 | $2,897,095 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,897,095 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,800,290 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,754,849 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,897,095 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,754,849 | AppliedToYear1Amt |
| Applied To Current Year | $142,246 | 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 | $2,658,044 | 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 (165 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Ability Foundation | |||||||
| 2324 S Constitution Blvd | West Valley City | UT | 84119 | NONE | PC | Equipment Placement Program | $5,000 |
| ABU Education Fund | |||||||
| PO Box 521855 | Salt Lake Cit | UT | 84152 | NONE | PC | BUI's online 2020 Voter Guide | $10,000 |
| Action Utah Education Fund | |||||||
| 7984 Gambel Dr | Park City | UT | 84098 | NONE | PC | Education Programming | $15,000 |
| Alliance House | |||||||
| 1724 S Main Street | Salt Lake City | UT | 84115 | NONE | PC | Access Program | $5,000 |
| American Indian Services | |||||||
| 3115 East Lion Lane Suite 320 | Salt Lake City | UT | 84121 | NONE | PC | Scholarship Program | $12,500 |
| American National Red Cross | |||||||
| 6616 South 900 East | Salt Lake City | UT | 84121 | NONE | PC | American Red Cross Disaster Cycle Services in Utah | $20,000 |
| Arthritis Foundation Inc | |||||||
| 5320 S 900 E Suite 100 | Salt Lake City | UT | 84117 | NONE | PC | JA Programs | $5,000 |
| Assistance League of Salt Lake City | |||||||
| PO Box 9353 2060 East 3300 South | Salt Lake City | UT | 84109 | NONE | PC | Operation School Bell | $5,000 |
| Bad Dog Arts | |||||||
| 824 South 400 West Suite B129 | Salt Lake City | UT | 84101 | NONE | PC | arts education for low-income students | $5,000 |
| Ballet West | |||||||
| 52 West 200 South | Salt Lake City | UT | 84101 | NONE | PC | 2020/21 Youth Education & Outreach Programs/Covid | $20,000 |
| Best Friends Animal Society | |||||||
| 5001 Angel Canyon Road | Kanab | UT | 84741 | NONE | PC | No-Kill Utah 2020 | $7,500 |
| Big Brothers Big Sisters of Utah | |||||||
| 2121 S State St Suite 201 | Salt Lake City | UT | 84115 | NONE | PC | One-to-One Youth Mentoring | $7,500 |
| Boys & Girls Clubs of Greater Salt Lake | |||||||
| PO Box 57071 | Murray | UT | 84157 | NONE | PC | Operating and program costs for this year's adapte | $15,000 |
| Boys & Girls Clubs of Weber-Davis | |||||||
| 2302 Washington Suite 200 | Ogden | UT | 84401 | NONE | PC | Integrated Project Learn | $5,000 |
| Brain Injury Alliance of Utah Inc | |||||||
| 5280 S Commerce Drive E-190 | Murray | UT | 84107 | NONE | PC | Programming & support services | $3,000 |
| Camp Hobe Inc | |||||||
| PO Box 520755 | Salt Lake City | UT | 841520755 | NONE | PC | camp programming support | $5,000 |
| Cancer Wellness House | |||||||
| 59 South 1100 East | Salt Lake City | UT | 84102 | NONE | PC | High-touch/high-tech evidence-based integrated onc | $5,000 |
| Canines With A Cause Foundation | |||||||
| 4050 S 2700 East | Salt Lake City | UT | 84124 | NONE | PC | Assistance Dog Program for Veterans | $5,000 |
| Catholic Community Services of Utah | |||||||
| 224 North 2200 West | Salt Lake City | UT | 84116 | NONE | PC | COVID-19 essential services emergency grant | $9,000 |
| Chamber Orchestra Ogden | |||||||
| 5463 South 125 East | Ogden | UT | 84405 | NONE | PC | 2020-2021 Season performances | $5,000 |
| Children's Museum of Utah | |||||||
| 350 S 400 E | Salt Lake City | UT | 84111 | NONE | PC | Therapeutic Preschool Program | $7,500 |
| Children's Service Society of Utah | |||||||
| 444 W 100 S | Salt Lake City | UT | 84101 | NONE | PC | Early Childhood Arts and Culture Program Support | $3,500 |
| Columbus Foundation Inc | |||||||
| 655 East 4500 South 200 | Salt Lake City | UT | 84107 | NONE | PC | Home Visitation program | $25,000 |
| Community Foundation of Utah | |||||||
| 3495 South West Temple | Salt Lake City | UT | 84115 | NONE | PC | Pledge payment for Hub of Opportunity project | $5,500 |
| Community Nursing Services | |||||||
| 2830 South Redwood Road Suite A | West Valley City | UT | 84119 | NONE | PC | Charitable Immunization Program | $5,000 |
| Craft Lake City | |||||||
| 351 Pierpont Ave 4b | Salt Lake City | UT | 84101 | NONE | PC | The 12th Annual Craft Lake City? DIY Festival? | $2,500 |
| Crossroads Urban Center | |||||||
| 347 South 400 East | Salt Lake City | UT | 84111 | NONE | PC | COVID-19 essential services emergency grant | $10,000 |
| Eccles Community Art Center | |||||||
| 2580 Jefferson Ave | Ogden | UT | 84401 | NONE | PC | Updates for security lights, fountain and computer | $10,000 |
| Encircle Family And Youth Resource Center | |||||||
| 91 W 200 S | Provo | UT | 84601 | NONE | PC | Expanded Access to Mental Health Services | $10,000 |
| English Skill Learning Center | |||||||
| 650 East 4500 South Suite 220 | Salt Lake City | UT | 871073075 | NONE | PC | Digital programming redesign | $5,000 |
| Envision Utah | |||||||
| 254 S 600 E Ste 201 | Salt Lake City | UT | 84102 | NONE | PC | Utah Clean Air Toolkit | $10,000 |
| Exponent Philanthropy | |||||||
| 1720 N Street | NW Washington | DC | 20036 | NONE | PC | 2020 Annual Fund gift - general operations | $1,000 |
| Eye Care Kids Foundation | |||||||
| 6911 S State Street | Midvale | UT | 84047 | NONE | PC | Program operations | $10,000 |
| Family Counseling Service of Northern Utah | |||||||
| 3518 Washington Blvd | Ogden | UT | 84403 | NONE | PC | Healing Lives | $5,000 |
| Family Promise Of Ogden | |||||||
| Suite2 PO Box 13818 | Ogden | UT | 84412 | NONE | PC | Shelter/self-sufficiency program | $5,000 |
| Family Support Center | |||||||
| 1760 West 4805 South | Taylorsville | UT | 84129 | NONE | PC | Mission programming | $5,000 |
| First Step House | |||||||
| 440 South 500 East | Salt Lake City | UT | 84102 | NONE | PC | Primary Care Integration program | $5,000 |
| Fit to Recover | |||||||
| 789 W 1390 S | Salt Lake City | UT | 84104 | NONE | PC | Creative Arts program | $5,000 |
| Foundation For Education For Generations | |||||||
| 866 Devon Ln | Bountiful | UT | 840104416 | NONE | PC | Vision and Dental care | $5,000 |
| Frameworks Arts Inc | |||||||
| 525 E Emerson Ave | Salt Lake Cty | UT | 841052028 | NONE | PC | Digital Resources | $3,000 |
| Friends for Sight | |||||||
| 6715 South 1300 East Suite 250 | Salt Lake Cty | UT | 84121 | NONE | PC | Vision Screening and Outreach Program | $7,500 |
| Friends of Cedar Mesa | |||||||
| 567 W Main Street Highway 191 P | Bluff | UT | 84512 | NONE | PC | Bears Ears Cultural Site Conservation Project | $10,000 |
| Friends of Tracy Aviary | |||||||
| 589 East 1300 South | Salt Lake City | UT | 84105 | NONE | PC | Urban Bird Festival | $5,000 |
| Girl Scouts of Utah | |||||||
| 445 East 4500 South Suite 125 | Salt Lake City | UT | 84107 | NONE | PC | General program support | $5,000 |
| Girls On The Run Utah Inc | |||||||
| 1625 S Foothill Drive | Salt Lake City | UT | 84108 | NONE | PC | Program scholarship support | $2,500 |
| Guadalupe Center Educational Programs | |||||||
| 1385 North 1200 West | Salt Lake City | UT | 84116 | NONE | PC | Early Learning Center education for 2020-21 | $7,500 |
| Hawkwatch International Inc | |||||||
| 2240 South 900 East | Salt Lake City | UT | 84106 | NONE | PC | Teaching Raptor Biology Through the Seasons | $2,500 |
| Helping Hand Association Inc | |||||||
| 974 E South Temple | Salt Lake City | UT | 84102 | NONE | PC | Treatment Programs | $5,000 |
| Holy Cross Ministries | |||||||
| 860 East 4500 South Suite 204 | Salt Lake City | UT | 84107 | NONE | PC | Promotora Health Outreach Program | $5,000 |
| Humane Society of Utah | |||||||
| 4242 South 300 West | Murray | UT | 84107 | NONE | PC | Convert Humane Education Program to a virtual form | $10,000 |
| Imagine Ballet Theater Inc | |||||||
| PO Box 7 | Bountiful | UT | 840110007 | NONE | PC | Operating and production support | $5,000 |
| Intermezzo Inc | |||||||
| 121 B St | Salt Lake City | UT | 84103 | NONE | PC | Chamber Music Summer Series | $5,000 |
| Intermountain Health Care Foundation | |||||||
| 4401 Harrison Blvd | Ogden | UT | 84403 | NONE | PC | Cancer Center Project - pledge payment | $250,000 |
| Intermountain Specialized Abuse Treatments | |||||||
| 1555 West 2200 South Suite A West | Valley City | UT | 84119 | NONE | PC | Outpatient mental health treatment | $5,000 |
| Intermountain Suzuki String Institute | |||||||
| PO BOX 548 West | Jordan | UT | 84088 | NONE | PC | Chamber Days with the Fry Street Quartet | $2,500 |
| Intermountain Therapy Animals | |||||||
| 4050 South 2700 East | Salt Lake City | UT | 84124 | NONE | PC | AAT & READ programs | $10,000 |
| Jewish Family Service | |||||||
| 495 East 4500 South suite 100 | Salt Lake City | UT | 84107 | NONE | PC | Project Encourage/ Caregiver Connection | $5,000 |
| Jordan Education Foundation | |||||||
| 7387 S Campus View Drive West | Jordan | UT | 84084 | NONE | PC | Nature Education Programs | $3,000 |
| Junior League of SLC | |||||||
| 526 East 300 South | Salt Lake City | UT | 84103 | NONE | PC | Women Helping Women boutique | $7,500 |
| Kostopulos Dream Foundation | |||||||
| 4180 E Emigration Canyon | Salt Lake City | UT | 84108 | NONE | PC | Year-round programs | $7,500 |
| Maliheh Free Clinic | |||||||
| 941 East 3300 South | Salt Lake City | UT | 84107 | NONE | PC | 2020 Healthy Families Support Program | $10,000 |
| Midtown Community Health Center | |||||||
| 2240 Adams Ave | Ogden | UT | 84401 | NONE | PC | COVID-19 essential services emergency grant | $5,000 |
| Mountain West Mothers' Milk Bank | |||||||
| 2995 S West Temple Ste C South | Salt Lake City | UT | 84115 | NONE | PC | Support for construction costs for milk pasteuriza | $12,500 |
| National Ability Center | |||||||
| 1000 Ability Way | Park City | UT | 84060 | NONE | PC | Adaptive Equestrian Programming for Persons with D | $7,500 |
| National Alliance on Mental Illness Utah | |||||||
| 1600 West 2200 South Suite 202 Wes | Valley City | UT | 84119 | NONE | PC | Educational programs | $7,500 |
| National Center on Shaken Baby Syndrome | |||||||
| 1433 N 1075 W Ste 110 | Farmington | UT | 840252746 | NONE | PC | Education w/in WIC and Home Visiting programs | $4,000 |
| National Multiple Sclerosis Society - Utah South I | |||||||
| 1440 Foothill Drive Suite 200 | Salt Lake City | UT | 84108 | NONE | PC | MS Navigator Service | $5,000 |
| Neighborhood House | |||||||
| 1050 W 500 S | Salt Lake City | UT | 84105 | NONE | PC | Children?s Programs and Adult Day Services | $15,000 |
| Nova Chamber Music Series | |||||||
| PO Box 520962 | Salt Lake City | UT | 84152 | NONE | PC | FY20 to FY21 bridge funding | $10,000 |
| Odyssey House Inc Utah | |||||||
| 344 E 100 South Suite 301 | Salt Lake City | UT | 84111 | NONE | PC | Martindale Integrated Health Clinic | $10,000 |
| Ogden Nature Center | |||||||
| 966 West 12th Street | Ogden | UT | 84404 | NONE | PC | Nature Education Programs | $7,500 |
| Ogden School Foundation | |||||||
| 1950 Monroe Blvd | Ogden | UT | 84401 | NONE | SO III FI | Classroom grants | $10,000 |
| Ogden Surgical-Medical Society Foundation | |||||||
| PO Box 9311 | Ogden | UT | 84410 | NONE | PC | 2020 virtual conference sponsorship | $2,500 |
| Ogden Symphony Ballet Association | |||||||
| 638 E 26th Street | Ogden | UT | 84401 | NONE | PC | Cinderella | $10,000 |
| Ogden-Weber Applied Technology College Fo | |||||||
| 200 N Washington Blvd | Ogden | UT | 84404 | NONE | PC | Student & Faculty Success Fund | $10,000 |
| People Helping People Inc | |||||||
| 205 N 400 W | Salt Lake City | UT | 84103 | NONE | PC | Employment Program | $4,000 |
| Pete Suazo Business Center | |||||||
| 960 West 1700 South | Salt Lake City | UT | 84104 | NONE | PC | Underserved Economic Development, Business and Fin | $5,000 |
| Planned Parenthood Association of Utah | |||||||
| 654 S 900 E | Salt Lake City | UT | 841023430 | NONE | PC | Health care and education | $7,500 |
| Prevent Child Abuse Utah | |||||||
| 2121 South State Street Suite 202 | Salt Lake City | UT | 84115 | NONE | PC | Statewide School-Based Child Abuse Prevention Prog | $7,500 |
| Rape Recovery Center | |||||||
| 2035 South 1300 East | Salt Lake City | UT | 84105 | NONE | PC | Education teams | $5,000 |
| Repertory Dance Theatre | |||||||
| PO Box 510427 | Salt Lake City | UT | 841150427 | NONE | PC | Arts-in-education and covid-19 | $20,000 |
| Ririe-Woodbury Dance Company | |||||||
| 138 West Broadway | Salt Lake City | UT | 84101 | NONE | PC | Statewide Education Program | $20,000 |
| Roman Catholic Bishop Diocese of Salt Lake City | |||||||
| 2980 Quincy Ave | Ogden | UT | 84403 | NONE | PC | Capital enhancements including Extended Day Progra | $50,000 |
| Ronald McDonald House Charities | |||||||
| 935 E South Temple | Salt Lake City | UT | 84102 | NONE | PC | Ronald McDonald House Share-A-Night Program | $7,500 |
| Rowland Hall | |||||||
| 720 S Guardsman Way | Salt Lake City | UT | 841081374 | NONE | PC | new Middle School campaign - pledge payment | $25,000 |
| Salt Lake Acting Company | |||||||
| 168 W 500 N | Salt Lake City | UT | 84103 | NONE | PC | 2020/2021 hybrid season | $10,000 |
| Salt Lake Art Center | |||||||
| 20 S West Temple | Salt Lake City | UT | 84101 | NONE | PC | Contemporary art exhibitions | $20,000 |
| Salt Lake Arts Council Foundation | |||||||
| 54 Finch Lane | Salt Lake City | UT | 84102 | NONE | PC | 2020 Living Traditions Programs | $5,000 |
| Salt Lake Choral Artists | |||||||
| 1359 E 6400 S | Salt Lake City | UT | 84121 | NONE | PC | Oct 2020 Masterworks concert - 2020-21 season | $2,500 |
| Salt Lake City Film Center | |||||||
| 50 West Broadway Suite 1125 | Salt Lake City | UT | 84101 | NONE | PC | Programming | $7,500 |
| Salt Lake City Mission | |||||||
| 1151 South Redwood Road Suite 106 | Salt Lake City | UT | 841100142 | NONE | PC | U Health Covid-19 Crisis Response & Patient Care F | $5,000 |
| Salt Lake Community College Foundation | |||||||
| 4600 S Redwood Road AAB 101 | Salt Lake City | UT | 84123 | NONE | PC | PACE 2020-21 Scholarships | $5,000 |
| Salt Lake Donated Dental Services | |||||||
| 1383 South 900 West Suite 128 | Salt Lake City | UT | 84104 | NONE | PC | Free comprehensive dental care to homeless and lo | $5,000 |
| Salt Lake Film Society | |||||||
| 111 East Broadway Suite 99 | Salt Lake City | UT | 84111 | NONE | PC | Challenge matching grant - operations | $10,000 |
| Salt Lake Symphony | |||||||
| 676 N East Capitol Blvd | Salt Lake City | UT | 841032139 | NONE | PC | 2020-2021 Program: Covid edition | $5,000 |
| Salty Cricket Composers Collective | |||||||
| 438 N 1300 W | Salt Lake City | UT | 841162631 | NONE | PC | Covid-19 pandemic social outreach | $5,000 |
| Scottish Rite Foundation of Utah | |||||||
| 650 E South Temple | Salt Lake City | UT | 84102 | NONE | PC | speech-language therapy support | $5,000 |
| Seager Memorial Clinic | |||||||
| 2775 Wall Avenue PO Box 150143 | Ogden | UT | 84416 | NONE | PC | Patient clinic visits | $10,000 |
| Senior Charity Care Foundation | |||||||
| 1555 W 2200 S SUITE B West | Valley City | UT | 84119 | NONE | PC | Senior oral and vision care | $5,000 |
| Shelter The Homeless Inc | |||||||
| 242 W Paramount Ave | Salt Lake City | UT | 84115 | NONE | PC | Essential Services for Homeless in Salt Lake | $5,000 |
| Sierra Club Foundation | |||||||
| 2101 Webster Street Suite 1250 | Oakland | CA | 94612 | NONE | PC | Sierra Club Utah Chapter General Support | $5,000 |
| Snowbasin Adaptive Sports Education Fou | |||||||
| PO Box 1193 | Eden | UT | 84310 | NONE | PC | Miles of Smiles | $2,500 |
| Somali Community Self Management Agency | |||||||
| 1361 South State Street Suite 132 | Salt lake City | UT | 84115 | NONE | PC | General program support | $2,500 |
| Spy Hop Productions | |||||||
| 669 S West Temple Suite 202 | Salt lake City | UT | 84101 | NONE | PC | Digital Media Arts Programming | $10,000 |
| St Anne's CenterLantern House | |||||||
| 269 west 33rd street | Ogden | UT | 84401 | NONE | PC | COVID-19 essential services emergency grant | $10,000 |
| Stanford University | |||||||
| 450 Serra Mall Building One | Stanford | CA | 94305 | NONE | PC | Bill Lane Center for the American West - Dee Famil | $100,000 |
| Success in Education Foundation | |||||||
| 111 E Broadway Suite 900 | Salt Lake City | UT | 84111 | NONE | PC | Road to Success Program | $5,000 |
| Tamarisk Coalition | |||||||
| 244 N 7th St | Grand Junction | CO | 81501 | NONE | PC | Support to Utah river restoration partnerships | $7,500 |
| The Children's Center | |||||||
| 350 S 400 E | Salt Lake City | UT | 84111 | NONE | PC | Therapeutic Preschool Program | $10,000 |
| The Green Urban Lunchbox | |||||||
| PO Box 651098 South | Salt Lake City | UT | 84165 | NONE | PC | Yard-sharing urban garden initiative | $2,500 |
| The INN Between | |||||||
| 1216 E 1300 S | Salt Lake City | UT | 84104 | NONE | PC | Program operating support | $7,500 |
| The Nature Conservancy | |||||||
| 559 East South Temple | Salt Lake City | UT | 84102 | NONE | PC | Our World Our Utah Campaign - pledge payment | $150,000 |
| The Road Home | |||||||
| 210 S Rio Grande Street | Salt Lake City | UT | 84101 | NONE | PC | COVID-19 essential services emergency grant | $12,500 |
| The Salt Lake Tribune Inc | |||||||
| 91 South 400 West Suite 700 | Salt Lake City | UT | 84101 | NONE | PC | Operating support to The Salt Lake Tribune, Inc | $5,000 |
| The Salvation Army | |||||||
| PO Box 2970 | Salt Lake City | UT | 841102970 | NONE | PC | COVID-19 essential services emergency grant | $5,000 |
| The Sharing Place Inc | |||||||
| 1695 East 3300 South | Salt Lake City | UT | 84106 | NONE | PC | Grief Support Services | $5,000 |
| Torrey House Press | |||||||
| 150 State St Ste 100 Ofc 36 | Salt Lake City | UT | 84111 | NONE | PC | Blossom as the Cliffrose | $5,000 |
| Trout Unlimited | |||||||
| 1777 N Kent Street Ste 100 | Arlington | VA | 22209 | NONE | PC | Restoration and Conservation projects in the Weber | $20,000 |
| Union Station Foundation | |||||||
| 2501 Wall Ave | Ogden | UT | 84315 | NONE | PC | 2020 Union Station Heritage Festival | $5,000 |
| United Way of Northern Utah | |||||||
| 2955 Harrison Blvd Suite 201 | Ogden | UT | 84403 | NONE | PC | Welcome Baby Home Visitation Program | $10,000 |
| United Way of the Great Salt Lake Area | |||||||
| 257 E 200 S STE 300 | Salt Lake City | UT | 84111 | NONE | PC | COVID-19 Community Response Fund | $25,000 |
| University of Utah | |||||||
| 200 S Central Campus Drive Rm 101 | Salt Lake City | UT | 84112 | NONE | PC | U Health, Utah Genome Project - Dee Family Genomic | $516,000 |
| Utah Animal Adoption Center | |||||||
| 1955 North Redwood Road | Salt Lake City | UT | 84116 | NONE | PC | Dog and Cat adoption program | $5,000 |
| Utah Arts Alliance | |||||||
| 663 W 100 S | Salt Lake City | UT | 84104 | NONE | PC | General operating support for 2020-2021 Season | $2,500 |
| Utah Arts and Cultural Coalition | |||||||
| 26 S Rio Grande St Ste 2072 | Salt Lake City | UT | 84101 | NONE | PC | Culture Your Way: Helping Arts & Cultural Organiza | $2,500 |
| Utah Arts Festival | |||||||
| 230 S 500 W Suite 120 | Salt Lake City | UT | 84101 | NONE | PC | General operations for FY20 | $5,000 |
| Utah Center for Advanced Neuroscience Learning Enh | |||||||
| 6375 South Highland Drive 202 | Salt Lake City | UT | 84121 | NONE | PC | financially disadvantaged children | $5,000 |
| Utah Chamber Artists | |||||||
| 11640 South Littler Road | Sandy | UT | 84092 | NONE | PC | virtual 2020-2021 concert season | $3,000 |
| Utah Clean Energy Alliance Inc | |||||||
| 1014 2nd Avenue | Salt Lake City | UT | 84103 | NONE | PC | Utah Clean Energy's Key 2020 Programs | $10,000 |
| Utah Council of the Blind | |||||||
| PO Box 1415 | Bountiful | UT | 840111415 | NONE | PC | Ceramic Classes | $2,500 |
| Utah Cultural Celebration Center Foundation | |||||||
| 1355 West 3100 South West | Valley City | UT | 84119 | NONE | PC | Operational support for West Valley Arts programs | $2,500 |
| Utah Dine Bikeyah | |||||||
| 352 S Denver St Ste 315 | Salt Lake City | UT | 841113054 | NONE | PC | Covid-19 relief grant for food & supplies to the B | $5,000 |
| Utah Food Bank Services | |||||||
| 3150 South 900 West | Salt Lake City | UT | 84119 | NONE | PC | COVID-19 essential services emergency grant | $10,000 |
| Utah Foundation | |||||||
| 150 S State Street Suite 444 | Salt Lake City | UT | 84111 | NONE | PC | Social Capital in Utah study | $10,000 |
| Utah Hemophilia Foundation | |||||||
| 772 East 3300 South suite 210 | Salt Lake City | UT | 84106 | NONE | PC | Camp Valor | $3,500 |
| Utah Heritage Foundation | |||||||
| 375 N Canyon Rd | Salt Lake City | UT | 84103 | NONE | PC | Historic Properties Program | $5,000 |
| Utah Humanities Council | |||||||
| 202 West 300 North | Salt Lake City | UT | 84103 | NONE | PC | 2021 Beehive Archive program | $10,000 |
| Utah Nonprofits Association | |||||||
| 4900 South Highland Drive Suite B | Holladay | UT | 84117 | NONE | PC | UNA Credential program | $5,000 |
| Utah Open Lands Conservation Assoc | |||||||
| 1188 South Main St | Salt Lake City | UT | 84115 | NONE | PC | Landscape Preservation | $15,000 |
| Utah Pet Partners | |||||||
| 1049 South 1000 East | Salt Lake City | UT | 84105 | NONE | PC | Expansion of therapy animals services in greater O | $4,000 |
| Utah Pride Center Inc | |||||||
| 1380 South Main Street | Salt Lake City | UT | 84115 | NONE | PC | Utah Pride Center?s SAGE Program for LGBTQ+ Senior | $5,000 |
| Utah Rivers Council | |||||||
| 1055 East 2100 South Suite 201 | Salt Lake City | UT | 84106 | NONE | PC | Bear River Coalition Campaign | $7,500 |
| Utah Symphony-Utah Opera | |||||||
| 123 West South Temple | Salt Lake City | UT | 84101 | NONE | PC | Pledge payment - Annual Fund support | $200,000 |
| Utah Youth Symphony Assoc | |||||||
| 2255 Sunnyside Avenue 58168 | Salt Lake City | UT | 84158 | NONE | PC | Operating costs | $7,500 |
| Utah Zoological Society | |||||||
| 2600 East Sunnyside Ave | Salt Lake City | UT | 84108 | NONE | PC | Support for a new home for meerkats and addition o | $5,000 |
| Utahns for Culture | |||||||
| 254 West 400 South Suite 302 | Salt Lake City | UT | 84101 | NONE | PC | Building the Capacity of the Cultural Sector | $5,000 |
| Voices for Utah Children | |||||||
| 747 E South Temple Suite 100 | Salt Lake City | UT | 84102 | NONE | PC | On-going advocacy for children's rights | $5,000 |
| Volunteers of America Utah | |||||||
| 435 W Bearcat Drive | Salt Lake City | UT | 84115 | NONE | PC | COVID-19 essential services emergency grant | $10,000 |
| Wasatch Adaptive Sports | |||||||
| 9385 S Snowbird Center Dr | Snowbird | UT | 84092 | NONE | PC | Adaptive Skiing Program | $5,000 |
| Wasatch Community Gardens | |||||||
| 824 S 400 W Ste 127 | Salt Lake City | UT | 84101 | NONE | PC | Campus capital campaign | $55,000 |
| Wasatch Homeless Health Care | |||||||
| 409 West 400 South | Salt Lake City | UT | 84101 | NONE | PC | COVID-19 essential services emergency grant | $15,000 |
| Weber Human Services Foundation | |||||||
| 237 26th Street | Ogden | UT | 84015 | NONE | PC | Foundation General. Non restricted funding | $5,000 |
| Weber Pathways | |||||||
| POBox 972 | Ogden | UT | 84402 | NONE | PC | Support for annual operations budget. | $7,500 |
| Weber State University | |||||||
| 3901 University Circle Weber State | Ogden | UT | 844083901 | NONE | PC | Additional gift to Nursing Professorship Endowment | $300,000 |
| Western Resource Advocates | |||||||
| 2260 Baseline Road Suite 200 | Boulder | CO | 80302 | NONE | PC | Water and land use integration work in No Utah | $5,000 |
| Westminster College | |||||||
| 1840 South 1300 East | Salt Lake City | UT | 84105 | NONE | PC | Great Salt Lake Institute | $30,000 |
| Wild Utah Project | |||||||
| 824 South 400 West Suite B-117 | Salt Lake City | UT | 84101 | NONE | PC | 2020 Amphibian and Aquatic Habitat Assessments pro | $5,000 |
| Women of the World | |||||||
| 415 East 3900 South | Salt Lake City | UT | 84107 | NONE | PC | Self-Sufficiency Program | $5,000 |
| YMCA of Northern Utah | |||||||
| 675 East 2100 South Suite 200 | Salt Lake City | UT | 84106 | NONE | PC | Programs or Capital Support | $5,000 |
| Your Community Connection of OgdenN Utah | |||||||
| 2261 Adams Ave | Ogden | UT | 84401 | NONE | PC | Adult and Children Educational programs | $15,000 |
| Youth Driving for Values | |||||||
| 680 W 3300 S | Salt Lake City | UT | 841193320 | NONE | PC | The First Tee Programs | $2,500 |
| Youth Futures | |||||||
| 2760 Adams Ave | Ogden | UT | 84403 | NONE | PC | Homelessness programs and services | $5,000 |
| Youthlinc | |||||||
| 1166 East Brickyard Rd | Salt Lake City | UT | 84106 | NONE | PC | Real Life program | $2,500 |
| YWCA of Salt Lake City | |||||||
| 322 E 300 S | Salt Lake City | UT | 84111 | NONE | PC | Programs that address for domestic violence | $15,000 |
| K-1 Charitable Contributions | |||||||
| 1221 AVENUE OF THE AMERICAS 3RD FL | NEW YORK | NY | 10020 | NONE | PC | CHARITABLE CONTRIBUTION FROM PASS THROUGH ACTIVITY - NHREF VIII GLOBAL-TE (U.S), LP | $4 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,800,004 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| UTAH OPEN LANDS CONSERVATION ASSOC INC | |||||||
| 1488 S MAIN ST | SALT LAKE CITY | UT | 84115 | NONE | PC | PRESERVATION OF THE ALBERT KOHLER LEGACY FARM | $75,000 |
| UNIVERSITY OF UTAH- COLLEGE OF HUMANITIES | |||||||
| 255 SOUTH CENTRAL CAMPUS DRIVE LNCO | SALT LAKE CITY | UT | 84112 | NONE | PC | Writing Studies Scholars program, which provides a free summer bridge course, transition-year scholarship, a cohort experience, and peer and faculty mentoring; and the summer ArtistsWriter's Colony at the Taft-Nicholson Center. | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $125,000 | 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 | $146,879 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $962,945 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $47,158 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$523,079 | 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 (7 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| PASSTHROUGH ACTIVITY | 525990 | -$22,949 | 01 | $251,150 |
| RETURN CHECKS | 01 | $2,500 | ||
| TAX REBATES | 01 | $16,362 | ||
| BNY REFUND | 01 | $4,047 | ||
| CLASS ACTION SETTLEMENT | 01 | $108 | ||
| OTHER INCOME | 01 | $5,717 | ||
| FEDERAL TAX REFUND | 01 | $53,838 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $24,209 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $920,467 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $944,676 | 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 | $24,435 | Amt |
| Net Investment Income | $12,218 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,218 | 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 - 4252 | BondNm |
| EOY Book Value | $4,242,132 | EOYBookValueAmt |
| EOYFMV | $4,676,481 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MORGAN STANLEY SECURITIES | StockNm |
| EOY Book Value | $33,327,250 | EOYBookValueAmt |
| EOYFMV | $47,243,663 | 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 | $7,607,375 | BookValueAmt |
| EOYFMV | $9,596,552 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $28,180 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $28,180 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (7 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NH CAPITAL PARTNERS V CAYMAN | $96,427 | $102,833 | $102,833 |
| ACL ALTERNATIVE FUND | $975,664 | $1,053,318 | $1,053,318 |
| NHREF VII GLOBAL TE | -$322,696 | $120,115 | $120,115 |
| NHREF VIII GLOBAL TE (US) | $109,412 | $11,792 | $11,792 |
| NH TV FEEDER FUND | $866,089 | $1,292,837 | $1,292,837 |
| NH TACTICAL VALUE FUND | $63,131 | $575,750 | $575,750 |
| NH TACTICAL VALUE FUND AIV | $114,994 | $151,993 | $151,993 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER EXPENSES | $455 | $0 | $455 |
| INSURANCE | $639 | $0 | $639 |
| DUES & SUBSCRIPTIONS | $18,810 | $0 | $18,810 |
| OFFICE SUPPLIES | $2,138 | $0 | $2,138 |
| BANK FEES | $273 | $273 | $0 |
| TELEPHONE | $408 | $0 | $408 |
| POSTAGE & DELIVERY | $305 | $0 | $305 |
| FROM PASS THROUGH ACTIVITY | $97,019 | $96,997 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Income | $228,201 | $251,150 |
| Tax Rebates | $16,362 | $16,362 |
| US Treasury | $53,838 | $0 |
| BNY Refund | $4,047 | $4,047 |
| Class Action Clearing | $108 | $108 |
| Other Income | $5,717 | $227 |
| return check | $2,500 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $349,000 | Amt |
| Net Investment Income | $349,000 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 2019 EXCISE TAX EXT PYMT | $28,700 | $0 |
| 2019 INC TAX EXT PYMT | $9,500 | |
| 2019 EXCISE TAX DUE W/ RTRN | $5,383 | |
| 2019 INC TAX DUE W/ RTRN | $3,306 | |
| FOREIGN TAXES FROM BROKERAGE | $30,548 | $30,548 |
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