2021-11-15T09:55:19-06:00 2020-12-31 990PF 2020-01-01 463784084 Beverley Taylor Sorenson Foundation BEVE 8014901013 2755 E Cottonwood Pkwy 500 Salt Lake City UT 84121 James L Sorenson Director 8014901013 2021-10-15 James Sorenson 999009999 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 30384075 X 27500 495018 553309 729447 11183126 937744 389256 37209 1641221 1528262 0 0 0 3849 0 3849 22379 0 22379 119458 119458 0 33344 1344 0 4216 0 0 183246 120802 26228 1282000 1282000 1465246 120802 1308228 175975 1407460 3452 3452 1756324 1000671 1000671 1420359 1372178 1372178 19915908 21875127 21875127 955726 1130515 1130515 3647916 4280580 5002132 27697629 29662523 30384075 0 0 X 0 0 0 0 27697629 29662523 27697629 29662523 27697629 29662523 27697629 175975 1788919 29662523 0 29662523 Publicly traded securities 11183126 10438198 744928 744928 K-1 Passthru P 192816 192816 937744 19564 0 19564 0 19564 27193 0 0 0 27193 X 0 7629 7629 0 0 0 0 0 0 0 0 0 0 0 1 1 UT 1 0 0 0 0 1 N/A James Lee Sorenson 8014901013 2755 E Cottonwood Pkwy 500 Salt Lake City UT 84121 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 James Lee Sorenson 2755 E Cottonwood Pkwy 500 Salt Lake City UT 84121 Director 1.00 0 0 0 Joan Fenton 2755 E Cottonwood Pkwy 500 Salt Lake City UT 84121 Director 1.00 0 0 0 Joseph Sorenson 2755 E Cottonwood Pkwy 500 Salt Lake City UT 84121 Director 1.00 0 0 0 NONE 0 Sepio Capital 50 California Street Suite 3525 San Francisco CA 94111 Investment advice 119458 0 0 22127951 1473504 4347147 27948602 0 0 27948602 419229 27529373 1376469 1376469 19564 19564 1356905 300000 1656905 0 1656905 1308228 0 1308228 0 1308228 1656905 1277100 0 0 1308228 1277100 0 0 31128 0 0 0 0 0 0 0 0 1625777 0 0 0 X American Indian Services 3115 E Lion Ln Suite 320 Cottonwood Heights UT 84121 None PC AIS scholarship program 200000 Hale Center Theater 3333 S Decker Lake Dr Salt Lake City UT 84119 None PC Student matinee program 30000 Junior Achievement of Utah 515 South 700 East Suite 1F Salt Lake City UT 84102 None PC Whole school funding for JA education 12500 Spy Hop Productions 699 S West Temple Suite 202 Salt Lake City UT 84101 None PC Arts outreach program 50000 University of Utah 1395 Presidents Circle Salt Lake City UT 84112 None GOV Museum of Fine Arts 50000 Utah Chamber Artists 11640 Littler Rd Sandy UT 84092 None PC Concert series 100000 Utah State Board of Education 250 E 500 S Salt Lake City UT 84114 None GOV Arts learning program 500000 Voices for Utah Children 747 E South Temple Suite 100 Salt Lake City UT 84112 None PC Utah Juvenile Justice Program 40000 The Helper Project 167 S Main Street Helper UT 84526 None PC Arts learning program 13500 Ballet West 52 West 200 South Salt Lake City UT 84101 None PC Nutcracker performance 100000 Choice Humanitarian 7879 S 1530 W 200 Salt Lake City UT 84088 None PC Navajo Equitable & Resilient Recovery Program 186000 1282000 0 14 495018 14 89256 18 729447 Grant recovery 01 300000 0 1613721 0 1613721 0 0 0 0 0 0 0 0 0 1 Friends of the Beverley Taylor Sorenson Arts Learning Program 501(c)(4) Beverley Taylor Sorenson Foundation shares common directors with Friends of the Beverley Taylor Sorenson Arts Learning Program X X 1 Beverley Sorenson Revocable Trust 2755 E Cottonwood Pkwy 500 Salt Lake City UT 84121 27500 X Accounting 22379 0 22379 Abbvie Inc Note 22376 22376 African Dev BK MTN Note 20274 20274 American Electric Power Note 25326 25326 American Express Note 26932 26932 Amgen Inc Note 15519 15519 Anthem Inc Note 23124 23124 Apple Inc Note Dec 2022 47712 47712 AT&T Note 29316 29316 Bank of America Corp Note 40747 40747 Boston PPTYS LTD Note Nov 2023 11024 11024 Citigroup Inc Note 33717 33717 Comcast Corp Note 39444 39444 Deere John Cap Corp Note Mar 2023 47897 47897 DTE Electric Co Note 27007 27007 Enbridge Inc Note 10503 10503 Equinor ASA Note 42184 42184 General Mills Inc Note Sep 2023 27419 27419 Goldman Sachs Group Inc Note 23292 23292 Home Depot Note Jun 2025 51119 51119 JP Morgan Chase Note Oct 2026 50257 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