LAWRENCE T & JANET T DEE FDN: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LAWRENCE T & JANET T DEE FDN (EIN 87-6150803)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202003219349103270
- Schema version
- 2019v5.1
- 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
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T12:00:53-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Sandy Banks | PreparerPersonNm |
| PTIN | P00106025 | PTIN |
| Phone | 8015319100 | PhoneNum |
| Preparation | 2020-11-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.126.162 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 87264120203215000006 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-16 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BE4F36A159C2A96AF2571E9FD5056251408EBFF5 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D3A0EA6F463695C2CF2A3A969EE18FB13EAC08ED | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $59,725,923 | 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 | $261,032 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $186,561 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,249,306 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,249,306 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,993,544 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $41,394,150 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,994,020 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$4,191 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$9,441 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,499,691 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,420,446 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $16,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $16,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $19,830 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $19,830 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $61,980 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $38,359 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $10,620 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $10,620 | OccupancyNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $505,246 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $505,064 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $613,676 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $589,873 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,855,240 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,855,240 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,468,916 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $589,873 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,855,240 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $30,775 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,830,573 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,164,460 | CashBOYAmt |
| Cash EOY | $395,705 | CashEOYAmt |
| Cash EOYFMV | $395,705 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $88,000 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $25,000 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $25,000 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $32,255,325 | CorporateStockBOYAmt |
| Corporate Stock EOY | $31,481,669 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $34,279,376 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $8,607,981 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $10,569,837 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $10,928,012 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $8,067,377 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,406,841 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,872,113 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,568,155 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,903,021 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,225,717 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $51,751,298 | TotalAssetsBOYAmt |
| Total Assets EOY | $51,782,073 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $59,725,923 | 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 | $51,748,798 | RetainedEarningBOYAmt |
| Retained Earning EOY | $51,779,573 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $51,748,798 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $51,779,573 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $51,751,298 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $51,782,073 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $51,748,798 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $30,775 | ExcessRevenueOverExpensesAmt |
| Subtotal | $51,779,573 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $51,779,573 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MS #1666 ST CVRD SUMRY | P | 2019-01-01 | 2019-12-31 | $3,388,253 | $3,593,308 | -$197,189 | -$205,055 |
| MS #1666 LT CVRD SUMRY | P | 2010-01-01 | 2019-12-31 | $1,106,995 | $842,004 | $264,993 | $264,991 |
| MS #2486 ST CVRD SUMRY | P | 2019-01-01 | 2019-12-31 | $1,810,729 | $1,852,694 | -$41,965 | -$41,965 |
| MS #2486 LT CVRD SUMRY | P | 2010-01-01 | 2010-12-31 | $2,171,178 | $1,946,573 | $224,605 | $224,605 |
| MS #3134 ST CVRD SUMRY | P | 2019-01-01 | 2019-12-31 | $5,357,115 | $5,482,045 | -$121,921 | -$124,930 |
| MS #3137 ST CVRD SUMRY | P | 2019-01-01 | 2019-12-31 | $10,892,945 | $10,895,620 | $5,527 | -$2,675 |
| MS #3137 LT CVRD SUMRY | P | 2010-01-01 | 2019-12-31 | $2,710,254 | $1,938,373 | $771,881 | $771,881 |
| MS #3137 LT NON CVRD SUMRY | P | 2010-01-01 | 2019-12-31 | $656,703 | $206,513 | $450,190 | $450,190 |
| MS #3142 ST CVRD SUMRY | P | 2019-01-01 | 2019-12-31 | $588,531 | $595,018 | -$6,476 | -$6,487 |
| MS #3142 LT CVRD SUMRY | P | 2010-01-01 | 2019-12-31 | $37,419 | $31,008 | $6,411 | $6,411 |
| MS #3543 ST CVRD SUMRY | P | 2019-01-01 | 2019-12-31 | $5,157,062 | $5,186,116 | -$28,702 | -$29,054 |
| MS #3543 LT CVRD SUMRY | P | 2010-01-01 | 2019-12-31 | $1,879,932 | $1,400,486 | $479,459 | $479,446 |
| MS #3543 LT NON CVRD SUMRY | P | 2010-01-01 | 2019-12-31 | $50,475 | $24,676 | $25,799 | $25,799 |
| MS #4252 ST CVRD SUMRY | P | 2019-01-01 | 2019-12-31 | $2,287,311 | $2,251,645 | $29,932 | $35,666 |
| MS #4252 ST NON CVRD SUMRY | P | 2019-01-01 | 2019-12-31 | $48,390 | $48,351 | -$1,434 | $39 |
| MS #4252 LT CVRD SUMRY | P | 2010-01-01 | 2019-12-31 | $1,708,274 | $1,659,796 | $42,331 | $48,478 |
| MS #5125 ST CVRD SUMRY | P | 2019-01-01 | 2019-12-31 | $484,783 | $490,126 | -$5,343 | -$5,343 |
| MS #8850 ST CVRD SUMRY | P | 2019-01-01 | 2019-12-31 | $360,734 | $431,558 | -$70,824 | -$70,824 |
| MS #8850 LT CVRD SUMRY | P | 2010-01-01 | 2019-12-31 | $368,287 | $341,966 | $26,321 | $26,321 |
| K-1 1231 GAIN | P | 2019-01-01 | 2019-12-31 | $4,442 | $0 | $4,442 | $4,442 |
| K-1 SHORT TERM | P | 2019-01-01 | 2019-12-31 | $57,449 | $0 | $57,449 | $57,449 |
| K-1 LONG TERM | P | 2010-01-01 | 2019-12-31 | $81,144 | $0 | $81,144 | $81,144 |
| MS #4252 LT NON CVRD SUMRY | P | 2010-01-01 | 2019-12-31 | $176,469 | $175,941 | -$2,647 | $528 |
| MS #4252 NON CVRD SUMRY | P | 2019-01-01 | 2019-12-31 | $9,276 | $9,239 | $37 | $37 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,994,020 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,845,650 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $58,034,258 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049034 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,760,608 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $56,793,384 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048608 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,685,990 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $55,849,500 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048093 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,679,447 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $57,007,506 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047002 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,768,830 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $53,994,889 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051279 | DistributionYr5Rt |
| Total Distribution | 0.244016 | TotalDistributionRt |
| Average Distribution | 0.048803 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $56,851,905 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,774,544 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $28,306 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,802,850 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,855,240 | 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 | $28,306 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $28,306 | SubtotalAmt |
| Tax Based On Investment Income | $28,306 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $25,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $25,000 | TotalPaymentsAndCreditsAmt |
| Tax Due | $3,306 | TaxDueAmt |
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 (4 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 | $4,000 | $0 | $0 |
| David Dee | ||||||||
| 1374 East Arlington Drive | Salt Lake City | UT | 84103 | Director | 1.0 | $4,000 | $0 | $0 |
| Matthew T Dee | ||||||||
| 3380 Colemere Way | Salt Lake City | UT | 84109 | Director | 1.0 | $4,000 | $0 | $0 |
| Nathan C Dee | ||||||||
| 3381 East Joyce Drive | Salt Lake City | UT | 84109 | Director | 1.0 | $4,000 | $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 | $48,108,470 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,395,723 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $8,213,477 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $57,717,670 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $57,717,670 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $865,765 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $56,851,905 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,842,595 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,842,595 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $28,306 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $28,306 | TotalTaxAmt |
| Distributable Before Adj | $2,814,289 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,814,289 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,814,289 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,855,240 | 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 | $2,855,240 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $28,306 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,826,934 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,814,289 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,795,800 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Qualifying Distributions | $2,855,240 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,795,800 | AppliedToYear1Amt |
| Applied To Current Year | $59,440 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $2,754,849 | 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 September 30th. | SubmissionDeadlinesTxt |
| Restrictions On Awards | None | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (171 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| UTAH OPEN LANDS CONSERVATION ASSOCIATION | |||||
| 1188 South Main St | Salt Lake City | UT | 84115 | Landscape Preservation | $15,000 |
| PAN ASIAN REPERTORY THEATRE INC | |||||
| 520 8TH AVE SUITE 314 | NEW YORK | NY | 10018 | SUPPORTING THEATRE ARTS | $10,000 |
| CRAFT LAKE CITY | |||||
| 351 PIERPONT AVE 46 | SALT LAKE CITY | UT | 84101 | SUPPORTING LOCAL ARTISTS | $2,500 |
| OGDEN SURGICAL SOCIETY | |||||
| 5093 SKYLINE DR | OGDEN | UT | 84403 | SPONSORSHIP OF MEDICAL CONFERENCE | $2,500 |
| UTAH ART FESTIVAL | |||||
| 230 S 500 W SUITE 120 | SALT LAKE CITY | UT | 84101 | UTAH ARTS FESTIVAL | $5,000 |
| UTAH CULTURAL CELEBRATION CENTER FOUNDATION | |||||
| 1355 WEST 3100 SOUTH | WEST VALLY CITY | UT | 84119 | WASATCH INTERNATIONAL FOOD FESTIVAL | $2,500 |
| SALT LAKE ARTS COUNCIL FOUNDATION | |||||
| 54 FINCH LANE | SALT LAKE CITY | UT | 84102 | SUPPORTING LOCAL ART | $5,000 |
| WEBER STATE UNIVERSITY | |||||
| 3850 DIXON PARKWAY DEPT 1014 | OGDEN | UT | 84408 | SUPPORTING EDUCATION | $250,000 |
| VSA ARTS OF UTAH | |||||
| 230 S 500 W 125 | Salt Lake City | UT | 84101 | Art development and expansion | $5,000 |
| CHILDREN'S MUSEUM OF UTAH-DISCOVERY GATEWAY | |||||
| 444 W 100 S | Salt Lake City | UT | 84101 | World Connections Programs | $6,000 |
| NOVA CHAMBER MUSIC SERIES | |||||
| PO BOX 520962 | SALT LAKE CITY | UT | 84152 | SUPPORT MUSICIANS IN EDUCATIONAL ACTIVITIES | $5,000 |
| SALT LAKE CITY FILM CENTER | |||||
| 50 WEST BROADWAY SUITE 1125 | SALT LAKE CITY | UT | 84101 | TUMBLEWEEDS FILM FESTIVAL FOR CHILDREN AND YOUTH | $7,500 |
| UTAH YOUTH SYMPHONY ASSOCIATION | |||||
| 1292 E FEDERAL HEIGHTS DR | SALT LAKE CITY | UT | 84103 | OPERATIONAL SUPPORT TO SYMPHONY | $7,500 |
| UTAHS FOR CULTURE | |||||
| 254 WEST 400 SOUTH SUITE 302 | SALT LAKE CITY | UT | 84101 | ECONOMIC IMPACT DATA INITIATIVE | $5,000 |
| AMERICAN NATIONAL RED CROSS | |||||
| 6616 SOUTH 900 EAST | SALT LAKE CITY | UT | 84121 | AMERICAN RED CROSS DISASTER CYCLE SERVICES | $15,000 |
| BOYS AND GIRLS CLUBS OF GREATER SALT LAKE | |||||
| PO BOX 57071 | MURRAY | UT | 84157 | ACADEMIC SUCCESS PROGRAMS | $7,500 |
| HELPING HAND ASSOCIATION INC DBA THE HAVEN | |||||
| 974 E SOUTH TEMPLE | SALT LAKE CITY | UT | 84102 | RECOVERY RESIDENCE PROGRAM | $5,000 |
| JEWISH FAMILY SERVICE | |||||
| 1111 E BRICKYARD ROAD SUITE 218 | SALT LAKE CITY | UT | 84106 | PROJECT ENCORAGE CAREGIVER CONNECTION | $5,000 |
| KOSTOPULOS DREAM FOUNDATION | |||||
| 4180 E EMIGRATION CANYON | SALT LAKE CITY | UT | 84108 | ACADEMIC PROGRAMS | $7,500 |
| NATIONAL ABILITY CENTER | |||||
| PO BOX 682799 | PARK CITY | UT | 84068 | ADAPTIVE EQUESTRIAN PROGRAMS FOR INDIVIDUALS WITH DISABILITIES | $7,500 |
| NATIONAL CENTER ON SHAKEN BABY SYNDROME | |||||
| 1433 N 1075 W STE 100 | FARMINGTON | UT | 84025 | PERSONNEL SUPPORT | $3,500 |
| ST ANNE'S CENTER | |||||
| 269 WEST 33RD STREET | OGDEN | UT | 84401 | SUPPORT FOR THE HOMELESS | $7,500 |
| SHARING PLACE INC | |||||
| 1695 EAST 3300 SOUTH | SALT LAKE CITY | UT | 84106 | GREIF SUPPORT GROUPS FOR NORTHERN UTAH YOUTH | $5,000 |
| THE INN BETWEEN | |||||
| 1216 E 1300 S | SALT LAKE CITY | UT | 84104 | OPERATIONAL SUPPORT FOR END OF LIFE SERVICES | $7,500 |
| UTAH ANIMAL ADOPTION CENTER | |||||
| 1955 NORTH REDWOOD ROAD | SALT LAKE CITY | UT | 84104 | DOG AND CAT ADOPTION PROGRAM | $5,000 |
| UTAH FOOD BANK SERVICES | |||||
| 3150 SOUTH 900 WEST | SALT LAKE CITY | UT | 84119 | UTAH FOOD BACK FOOD BOX PROGRAM | $5,000 |
| VOLUNTEERS OF AMERICA UTAH | |||||
| 435 W BEARCAT DRIVE | SALT LAKE CITY | UT | 84115 | SERVICE HOMELESS YOUTH | $5,000 |
| WEBER HUMAN SERVICES FOUNDATION | |||||
| 237 26TH STREET | OGDEN | UT | 84401 | SUB FOR SANTA AND SENIOR DENTAL PROGRAM | $3,000 |
| YMCA OF NORTHERN UTAH | |||||
| 3216 SOUTH HIGHLAND DRIVE SUITE 200 | SALT LAKE CITY | UT | 84106 | YMCA OVERNIGHT CAMPS PROGRAM | $5,000 |
| YOUTH FUTURES | |||||
| 2760 ADAMS AVE | OGDEN | UT | 84403 | DAY TO DAY OPERATIONS | $2,500 |
| YWCA OF SALT LAKE CITY | |||||
| 322 E 300 S | SALT LAKE CITY | UT | 84111 | INTERGRATED PROGRAMS ADDRESSING DOMESTIC VIOLENCE | $10,000 |
| UTAH CLEAN ENERGY ALLIANCE INC | |||||
| 1014 2ND AVENUE | SALT LAKE CITY | UT | 84103 | SUPPORT FOR KEY 2019 PROGRAMS | $10,000 |
| WEBER PATHWAYS | |||||
| PO BOX 972 | OGDEN | UT | 84402 | GENERAL OPERATIONS | $7,500 |
| WILD UTAH PROJECT | |||||
| 824 SOUTH 400 WEST STE B-117 | SALT LAKE CITY | UT | 84101 | AMPHIBIAN AND AQUATIC HABITAT ASSESSMENTS | $4,000 |
| HUMANE SOCIETY OF UTAH | |||||
| 4242 S 300 W | MURRAY | UT | 84107 | HUMANE EDUCATION PROGRAM FOR UTAH'S CHILDREN | $10,000 |
| JORDAN EDUCATION FOUNDATION | |||||
| 7387 SOUTH CAMPUS VIEW DRIVE | WEST JORDAN | UT | 84084 | CLASSROOM GRANTS | $3,000 |
| OGDEN NATURE CENTER | |||||
| 966 WEST 12TH STREET | OGDEN | UT | 84404 | NATURE EDUCATION PROGRAMS FOR PRESCHOOLERS AND SCHOOL CHILDREN | $7,000 |
| UTAH NONPROFITS ASSOCIATION | |||||
| 4900 SOUTH HIGHLAND DRIVE STE B | SALT LAKE CITY | UT | 84117 | NONPROFIT ORGANIZATION CREDENTIAL | $5,000 |
| WASATCH COMMUNITY GARDENS | |||||
| 824 S 400 W STE 127 | SALT LAKE CITY | UT | 84101 | YOUTH GARDEN PROGRAMS | $5,000 |
| WESTMINSTER COLLEGE | |||||
| 1840 SOUTH 1300 EAST | SALT LAKE CITY | UT | 84105 | UNDERGRADUATE RESEARCH | $25,000 |
| ARTHRITIS FOUNDATION INC | |||||
| 4424 SOUTH 700 EAST STE 180 | SALT LAKE CITY | UT | 84107 | JA PROGRAMS | $5,000 |
| NATIONAL MULITIPLE SCLEROSIS SOCIETY UTAH SO IDAHO | |||||
| 1440 FOOTHILL DRIVE STE 200 | SALT LAKE CITY | UT | 84108 | MS NAVIGATOR SERVICE | $5,000 |
| ODYSSEY HOUSE INC UTAH | |||||
| 344 EAST 100 SOUTH STE 301 | SALT LAKE CITY | UT | 84111 | FUNDING FOR ROUTINE AND PREVENTATIVE CARE VISITS | $10,000 |
| PLANNED PARENTHOOD ASSOCIATION OF UTAH | |||||
| 543 S 900 E | SALT LAKE CITY | UT | 84102 | HEALTH CARE AND EDUCATION | $7,500 |
| RONALD MCDONALD HOUSE CHARITIES | |||||
| 935 E SOUTH TEMPLE | SALT LAKE CITY | UT | 84102 | SHARE A NIGHT PROGRAM | $7,500 |
| SEAGER MEMORIAL CLINIC | |||||
| 2775 WALL AVENUE | OGDEN | UT | 84401 | FUNDING FOR PATIENT CLINIC VISITS | $5,000 |
| CHILDRENS CENTER | |||||
| 350 S 400 E | SALT LAKE CITY | UT | 84111 | THERAPEUTIC PRESCHOOL PROGRAM | $10,000 |
| UTAH HEMOPHILIA FOUNDATION | |||||
| 722 EAST 3300 SOUTH STE 210 | SALT LAKE CITY | UT | 84106 | CAMP VALOR | $3,500 |
| ABU EDUCATION FUND | |||||
| PO BOX 521855 | SALT LAKE CITY | UT | 84152 | EDUCATIONAL SERVICES | $5,000 |
| UTAH ARTS ALLIANCE | |||||
| 663 W 100 S | SALT LAKE CITY | UT | 84104 | 2019 SEASON PROGRAMMING | $2,500 |
| YOUTH DRIVING FOR VALUES | |||||
| 680 W 3300 S | SOUTH SALT LAKE | UT | 84119 | VARIOUS COUNTY PROGRAMMING | $2,500 |
| FAMILY PROMISE OF ODGEN | |||||
| 127 24TH STREET STE 2 | OGDEN | UT | 84401 | SELF SUFFICENCY PROGRAM | $5,000 |
| THE GREEN URBAN LUNCHBOX | |||||
| PO BOX 651098 | SOUTH SALT LAKE CITY | UT | 84165 | ONGOING YARD SHARING INITATIVE | $2,500 |
| WASATCH ADAPTIVE SPORTS | |||||
| 9385 S SNOWBIRD CENTER DRIVE | SNOWBIRD | UT | 84092 | ADAPTIVE SKIING PROGRAM | $5,000 |
| SUAZO CENTER FOR BUSINESS DEVELOPMENT & ENTREPRNEU | |||||
| 960 W 1700 S | SALT LAKE CITY | UT | 84104 | BUSINESS COHORT PROGRAM | $5,000 |
| THE SALVATION ARMY | |||||
| PO BOX 2970 | SALT LAKE CITY | UT | 84110 | POVERTY MITIGATION AND HUNGER RELIEF | $5,000 |
| UTAH CHILDREN | |||||
| 747 E SOUTH TEMPLE SUITE 100 | SALT LAKE CITY | UT | 84102 | ADVOCACY FOR CHILDREN'S RIGHTS | $5,000 |
| CITIZENS COMMITTEE TO SAVE OUR CANYONS | |||||
| 824 S 400 W STE B115 | SALT LAKE CITY | UT | 84101 | CENTRAL WASATCH NATIONAL CONSERVATION & RECREATION AREA PROJECT ANNUAL FOOD RUNS | $5,000 |
| ADOPT A NATIVE ELDER | |||||
| 328 W GREGSON AVE | SALT LAKE CITY | UT | 84115 | ANNUAL FOOD RUNS | $5,000 |
| BRAIN INJURY ASSOCIATION OF UTAH INC | |||||
| 5280 S COMMERCE DRIVE 190 | MURRAY | UT | 84107 | EXPANDED PROGRAMMING AND SUPPORT SERVICES | $3,000 |
| FIRST STEP HOUSE | |||||
| 440 SOUTH 500 EAST | SALT LAKE CITY | UT | 84102 | DENTAL PROGRAM | $5,000 |
| SUCCESS IN EDUCATION FOUNDATION | |||||
| 111 E BROADWAY STE 900 | SALT LAKE CITY | UT | 84111 | ROAD TO SUCCESS READING PROGRAM | $5,000 |
| UNIVERSITY OF UTAH | |||||
| 195 S CENTRAL CAMPUS DRIVE | SALT LAKE CITY | UT | 84112 | EDUCATIONAL SUPPORT | $250,000 |
| SALT LAKE CHORAL ARTISTS | |||||
| 1359 E 6400 S | SALT LAKE CITY | UT | 84121 | GENERAL SEASON CONCERT SUPPORT | $2,500 |
| ENCIRCLE FAMILY AND YOUTH RESOURCE CENTER | |||||
| 91 W 200 S | PROVO | UT | 84601 | SUPPORT LGBTQ+ YOUTH | $5,000 |
| GRANITE EDUCATION FOUNDATION INC | |||||
| 2500 SOUTH STATE STREET STE D-108 | SALT LAKE CITY | UT | 84115 | GRANITE DISTRICT INSCHOOL AND MOBILE FOOD PANTRIES | $2,500 |
| KITS OF LOVE | |||||
| 3219 S METROPOLITAN WAY | SALT LAKE CITY | UT | 84109 | CAR SEAT PROGRAM FOR NICU GRADUATE BABIES | $2,500 |
| SCENIC AMERICA | |||||
| PO BOX 2965 | SALT LAKE CITY | UT | 84110 | SUPPORT FOR STRATEGIC COMMUNICATION AND OUTREACH ACTIVITIES | $5,000 |
| SALT LAKE COMMUNITY COLLEGE FOUNDATION | |||||
| 4600 S REDWOOD ROAD AAB 10IE | SALT LAKE CITY | UT | 84108 | PARTNERSHIPS FOR ACCESSING COLLEGE EDUCATION | $5,000 |
| THERAPY ANIMALS OF UTAH | |||||
| 1049 SOUTH 1000 EAST | SALT LAKE CITY | UT | 84105 | EXPANSION OF PROGRAMMING STATEWIDE | $3,000 |
| UTAH ZOOLOGICAL SOCIETY | |||||
| 2600 EAST SUNNYSIDE AVE | SALT LAKE CITY | UT | 84108 | SUPPORT TO HELP ANIMALS HABITATS | $5,000 |
| COLUMBUS FOUNDATION INC | |||||
| 3495 SOUTH WEST TEMPLE | SALT LAKE CITY | UT | 84115 | HUB OPPORTUNITY PROJECT | $25,000 |
| ROMAN CATHOLIC BISHOP OF SALT LAKE CITY | |||||
| 2980 QUINCY AVE | OGDEN | UT | 84403 | CAPITAL ENHANCEMENTS TO FACILITIES | $50,000 |
| MOUNTAIN WEST MOTHERS' MILK BANK | |||||
| 740 E 3900 S STE 100 | SALT LAKE CITY | UT | 84107 | SUPPORT FOR CONSTRUCTION COSTS FOR MILK PASTEURIZATION LABORATORY | $12,500 |
| UTAH FOUNDATION | |||||
| 150 S STATE STREET STE 444 | SALT LAKE CITY | UT | 84111 | SUPPORT EDUCATION | $10,000 |
| EYE CARE KIDS FOUNDATION | |||||
| 6911 S STATE STREET | MIDVALE | UT | 84047 | NEW VISION CLINIC PROGRAM COSTS | $15,000 |
| BOYS & GIRLS CLUBS OF GREATER SALT LAKE | |||||
| PO BOX 57071 | MURRAY | UT | 84157 | BUILDING GREAT FUTURES CAMPAIGN | $50,000 |
| NEIGHBORHOOD HOUSE | |||||
| 1050 W 500 S | SALT LAKE CITY | UT | 84104 | OPEN MORE DOORS CAMPAIGN | $50,000 |
| ROWLAND HALL-ST MARKS SCHOOL | |||||
| 720 S GUARDSMAN WAY | SALT LAKE CITY | UT | 84108 | NEW MIDDLE SCHOOL CAMPAIGN | $25,000 |
| UNIVERSITY OF UTAH | |||||
| 159 S CENTRAL CAMPUS DRIVE | SALT LAKE CITY | UT | 84112 | SUPPORT ARTS-TANNER DANCE PROGRAM | $10,240 |
| UNIVERSITY OF UTAH | |||||
| 195 S CENTRAL CAMPUS | SALT LAKE CITY | UT | 84112 | SUPPORT EDUCATION-COLLEGE OF HUMANITIES | $25,000 |
| UNIVERSITY OF UTAH | |||||
| 195 S CENTRAL CAMPUS DRIVE | SALT LAKE CITY | UT | 84112 | SUPPORT EDUCATION | $196,000 |
| UNIVERSITY OF UTAH | |||||
| 65 MARIO CAPECCHI DRIVE | SALT LAKE CITY | UT | 84132 | MORAN EYE CENTER TEM | $100,000 |
| UNIVERSITY OF UTAH | |||||
| 195 S CENTRAL CAMPUS DRIVE | SALT LAKE CITY | UT | 84112 | U HEALTH UTAH GENOME PROJECT | $100,000 |
| ASSOCIATION OF SMALL FOUNDATIONS | |||||
| 1720 N STREET | NW WASHINGTON DC | UT | 20036 | GENERAL OPERATIONS | $1,000 |
| INTERMOUNTAIN HEALTH CARE | |||||
| 4401 HARRISON BLVD | OGDEN | UT | 84403 | CANCER CENTER PROJECTS | $250,000 |
| COMMUNITY FOUNDATION OF UTAH | |||||
| 2257 SOUTH 1100 EAST SUITE 205 | SALT LAKE CITY | UT | 84106 | SUPPORT GENERAL PROJECTS | $500 |
| THE NATURE CONSERVANCY | |||||
| 559 EAST SOUTH TEMPLE | SALT LAKE CITY | UT | 84102 | OUR WORLD OUR UTAH CAMPAIGN | $150,000 |
| UTAH SYPHONY & OPERA | |||||
| 123 WEST SOUTH TEMPLE | SALT LAKE CITY | UT | 84102 | EDUCATIONAL OUTREACH | $200,000 |
| LELAND STANFORD JUNIOR UNIVERSITY | |||||
| 450 SERRA MALL | STANFORD | CA | 94305 | SUPPORT UNDERGRADUATE INTERSHIPS | $100,000 |
| WEBER STATE UNIVERSITY | |||||
| 1265 VILLAGE DRIVE DEPT 4018 | OGDEN | UT | 84408 | EDUCATION PROGRAM SUPPORT | $50,000 |
| ABILITY FOUNDATION | |||||
| 2324 S CONSTITUTION BLVD | WEST VALLEY CITY | UT | 84119 | EQUIPMENT PLACEMENT PROGRAM | $5,000 |
| TROUT UNLIMITED | |||||
| 1777 N KENT STREET STE 100 | ARLINGTON | VA | 22209 | RESTORATION AND CONSERVATION PROJECTS | $20,000 |
| ASSISTANCE LEAGUE OF SALT LAKE CITY | |||||
| PO BOX 9353 | SALT LAKE CITY | UT | 84109 | SUPPORT LOWER INCOME CHILDREN | $3,500 |
| BAD DOGS ARTS | |||||
| 824 SOUTH 400 WEST STE B129 | SALT LAKE CITY | UT | 84101 | SUPPORTING EDUCATION | $5,000 |
| BALLET WEST | |||||
| 52 WEST 200 SOUTH | SALT LAKE CITY | UT | 84101 | YOUTH EDUCATION AND OUTREACH PROGRAMS | $15,000 |
| OGDEN WEBER APPLIED TECHNOLOGY COLLEGE FOUNDATION | |||||
| 200 N WASHINGTON BLVD | OGDEN | UT | 84404 | STUDENT & FACULTY SUCCESS FUND | $10,000 |
| BEST FRIENDS ANIMAL SOCIETY | |||||
| 5001 ANGEL CANYON ROAD | KANAB | UT | 84741 | LIFE SAVING PROGRAMS FOR HOMELESS PETS | $7,500 |
| BIG BROTHERS BIG SISTERS OF UTAH | |||||
| 2121 S STATE ST STE 201 | SALT LAKE CITY | UT | 84115 | ONE TO ONE YOUTH MENTORING | $7,500 |
| CAMP HOBE INC | |||||
| PO BOX 520755 | SALT LAKE CITY | UT | 84152 | PSYCHOSOCIAL SUPPORT PROGRAMS FOR KIDS WITH CANCER | $5,000 |
| CATHOLIC COMMUNITY SERVICES OF UTAH | |||||
| 224 NORTH 2200 WEST | SALT LAKE CITY | UT | 84116 | SUPPORT TO LOW INCOME INDIVIDUALS | $4,000 |
| CHAMBER ORCHESTRA OGDEN | |||||
| 5463 S 125 E | OGDEN | UT | 84405 | SUPPORTS FOR THE ARTS | $5,000 |
| CHILDREN'S SERVICE OF SOCIETY OF UTAH | |||||
| 655 E 4500 S 200 | SALT LAKE CITY | UT | 84107 | HOME VISITATION PROGRAM | $3,500 |
| COMMUNITY FOUNDATION OF UTAH | |||||
| 2257 S 1100 E STE 205 | SALT LAKE CITY | UT | 84106 | UTAH GRANT MAKERS ALLIANCE SUPPORT | $5,000 |
| COMMUNITY NURSING SERVICES | |||||
| 2830 S REDWOOD ROAD STE A | SALT LAKE CITY | UT | 84119 | CHARITABLE IMMUNIZATION PROGRAM | $5,000 |
| TAMARISK COALITION | |||||
| 244 N 7TH STREET | GRAND JUNCTION | CO | 81501 | SUPPORT TO UTAH RIVER RESTORATION PARTNERSHIPS | $7,500 |
| CROSSROADS URBAN CENTER | |||||
| 347 S 400 E | SALT LAKE CITY | UT | 84111 | SUPPORT OF PROGRAMMING | $7,500 |
| ECCLES COMMUNITY ART CENTER | |||||
| 2580 JEFFERSON AVE | OGDEN | UT | 84401 | UPGRADE SECURITY SYSTEM | $10,000 |
| ENGLISH SKILLS LEARNING CENTER | |||||
| EN650 E 4500 S STE 200 | SALT LAKE CITY | UT | 84107 | EDUCATIONAL SUPPORT ESL INSTRUCTION | $5,000 |
| FAMILY COUNSELING SERVICE OF NORTHERN UTAH INC | |||||
| 3518 WASHINGTON BLVD | OGDEN | UT | 84403 | COUNSELING SERVICES FOR LOW INCOME INDIVIDUALS | $5,000 |
| FIT TO RECOVER | |||||
| 789 W 1390 S | SALT LAKE CITY | UT | 84104 | SUPPORT ARTS EDUCATION | $5,000 |
| WASATCH HOMELESS HEALTH CARE INC | |||||
| 409 WEST 400 SOUTH | SALT LAKE CITY | UT | 84101 | GENERAL SUPPORT | $10,000 |
| FRIENDS FOR SIGHT | |||||
| 6715 SOUTH 1300 EAST STE 250 | SALT LAKE CITY | UT | 84121 | VISION SCREENING AND OUTREACH PROGRAM | $7,500 |
| SALT LAKE MUSIC SCHOOL FOUNDATION | |||||
| 150 SOUTH 1000 EAST STE 200 | SALT LAKE CITY | UT | 84102 | PROJECT GRIT | $2,500 |
| GIRL SCOUTS OF UTAH | |||||
| 445 EAST 4500 SOUTH STE 125 | SALT LAKE CITY | UT | 84027 | SUPPORT GIRL SCOUT OUTREACH PROGRAMS | $5,000 |
| GUADALUPE CENTER EDUCATION PROGRAMS | |||||
| 1385 NORTH 1200 WEST | SALT LAKE CITY | UT | 84116 | EARLY EDUCATION PROGRAMS | $7,500 |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||
| 2955 HARRISON BLVD 202 | OGDEN | UT | 84403 | OGDEN TOWNHOME PROJECT | $5,000 |
| IMAGINE BALLET THEATRE INC | |||||
| PO BOX 7 | BOUNTIFUL | UT | 84011 | OPERATING AND PRODUCTION SUPPORT | $5,000 |
| INTERMOUNTAIN SPECIALIZED ABUSE TREATMENT CENTER | |||||
| 1555 WEST 2200 SOUTH STE A | WEST VALLEY CITY | UT | 84119 | OUTPATIENT BEHAVIORAL MENTAL HEALTH TREATMENT | $3,000 |
| INTERMOUNTAIN THERAPY ANIMALS | |||||
| 4050 S 2700 E | HOLLADAY | UT | 84117 | TRAINING AND MAINTAINING PET VOLUNTEERS | $12,500 |
| JUNIOR LEAGUE OF SALT LAKE CITY | |||||
| 526 E 300 S | SALT LAKE CITY | UT | 84103 | WOMEN HELPING WOMEN | $7,500 |
| MALIHEH FREE CLINIC | |||||
| 941 E 3300 S | SALT LAKE CITY | UT | 84106 | 2019 HEALHTY FAMILIES SUPPORT PROGRAM | $7,500 |
| NATIONAL ALLIANCE ON MENTAL ILLNESS | |||||
| 1600 WEST 2200 SOUTH STE 202 | WEST VALLEY CITY | UT | 84106 | ENDING THE SILENCE | $5,000 |
| NEIGHBORHOOD HOUSE | |||||
| 1050 W 500 S | SALT LAKE CITY | UT | 84119 | CHILDREN'S PROGRAMS AND ADULT DAY SERVICES | $10,000 |
| OGDEN SCHOOL FOUNDATION | |||||
| 1950 MONROE BLVD | OGDEN | UT | 84401 | SCHOOL PRIORITY GRANTS | $10,000 |
| OGDEN SYMPHONY BALLET ASSOCIATION | |||||
| 638 E 26TH STREET | OGDEN | UT | 84401 | SUPPORTING ARTS | $10,000 |
| PEOPLE HELPING PEOPLE INC | |||||
| 205 n 400 w | SALT LAKE CITY | UT | 84103 | EMPLOYMENT PROGRAM | $3,000 |
| PREVENT CHILD ABUSE | |||||
| 2121 SOUTH STATE STREET STE 202 | SALT LAKE CITY | UT | 84115 | CHILD ABUSE PREVENTION | $7,500 |
| REPERTORY DANCE THEATRE | |||||
| PO BOX 510427 | SALT LAKE CITY | UT | 84115 | K-12TH GRADE SCHOOL OUTREACH PROGRAMMING | $10,000 |
| RIRIE-WOODBURY DANCE COMPANY | |||||
| 138 WEST BROADWAY | SALT LAKE CITY | UT | 84101 | STATEWIDE EDUCATION PROGRAM | $15,000 |
| SCOTTISH RITE FOUNDATION OF UTAH | |||||
| 650 E SOUTH TEMPLE | SALT LAKE CITY | UT | 84102 | PARENT TRAINING PROGRAM | $5,000 |
| SALT LAKE ACTING COMPANY | |||||
| 168 W 500 B | SALT LAKE CITY | UT | 84103 | SUPPORTING THE ARTS | $7,500 |
| FRIENDS OF THE SALT LAKE COUNTY CHILDREN'S JUSTICE | |||||
| 8282 SOUTH 2200 WEST | WEST JORDAN | UT | 84088 | CHILDREN AND FAMILY PROGRAMS | $7,500 |
| SALT LAKE DONATED DENTAL SERVICES | |||||
| 1383 SOUTH 900 WEST STE 128 | SALT LAKE CITY | UT | 84104 | FREE DENTAL CARE | $5,000 |
| SALT LAKE FILM SOCIETY | |||||
| 111 EAST BROADWAY STE 99 | SALT LAKE CITY | UT | 84111 | GENERAL OPERATING SUPPORT | $5,000 |
| SALT LAKE SYMPHONY ORCHESTRA | |||||
| 676 N EAST CAPITOL BLVD | SALT LAKE CITY | UT | 84103 | SUPPORTING THE ARTS | $5,000 |
| SPY HOP PRODUCTIONS | |||||
| 669 s west temple ste 202 | SALT LAKE CITY | UT | 84101 | DIGITAL MEDIA ARTS PROGRAMS | $7,500 |
| THE ROAD HOME | |||||
| 210 S RIO GRANDE STREET | SALT LAKE CITY | UT | 84101 | SHELTER AND SUPPORTIVE SERVICES PROGRAM | $7,500 |
| THE TRUST FOR PUBLIC LAND | |||||
| 1410 GRANT STREET STE D210 | DENVER | CO | 80203 | BONNEVILLE SHORELINE TRAIL | $10,000 |
| FRIENDS OF TRACEY AVIARY | |||||
| 589 EAST 1300 SOUTH | SALT LAKE CITY | UT | 84105 | URBAN BIRD FESTIVAL | $5,000 |
| TREEHOUSE CHILDREN'S MUSEUM | |||||
| 347 22ND STREET | OGDEN | UT | 84401 | BUILDING TEENS AT TREEHOUSE PROJECT | $5,000 |
| UTAH CENTER FOR ADVANCED NEUROSCIENCE LEARNING | |||||
| 6375 SOUTH HIGHLAND DRIVE 202 | SALT LAKE CITY | UT | 84121 | TUITION ASSISTANCE PROGRAM | $5,000 |
| UNITED STATES CONFERENCE OF CATHOLIC BISHOPS | |||||
| 1790 LAKE STREET | OGDEN | UT | 84401 | SUPPORTING RELIGION | $5,000 |
| UNITED WAY OF NORTHERN UTAH | |||||
| 2955 HARRISON BLVD STE 201 | OGDEN | UT | 84403 | GENERAL SUPPORT | $10,000 |
| UTAH CHAMBER ARTISTS | |||||
| 11640 SOUTH LITTLER ROAD | SANDY | UT | 84092 | SUPPORTING THE ARTS | $2,500 |
| UTAH COUNCIL OF THE BLIND | |||||
| PO BOX 1415 | BOUNTIFUL | UT | 84011 | CERAMIC CLASSES FOR BLIND | $2,500 |
| UTAH HUMANITIES COUNCIL | |||||
| 202 WEST 300 NORTH | SALT LAKE CITY | UT | 84103 | BEEHIVE ARCHIVE PROGRAM | $10,000 |
| SALT LAKE ART CENTER | |||||
| 20 S WEST TEMPLE | SALT LAKE CITY | UT | 84101 | CONTEMPORARY ART EXHIBITIONS | $10,000 |
| WOMEN OF THE WORLD | |||||
| 3347 S MAIN STREET | SALT LAKE CITY | UT | 84115 | SELF-SUFFICIENCY PROGRAM | $2,500 |
| YOUR COMMUNITY CONNECTION OF OGDENNORTHERN UTAH | |||||
| 2261 ADAMS AVE | OGDEN | UT | 84401 | YCC CHILDREN AND ADULT EDUCATIONAL PROGRAM | $10,000 |
| SEGO LILY CENTER FOR THE ABUSED DEAF | |||||
| 699 EAST SOUTH TEMPLE | SALT LAKE CITY | UT | 84401 | ONGOING PROGRAM EXPENSES | $1,000 |
| BOYS & GIRLS CLUBS OF WEBER DAVIS | |||||
| 3202 WASHINTON STE 200 | OGDEN | UT | 84401 | EDUCATIONAL TEEN CLUBS | $5,000 |
| CANCER WELLNESS HOUSE | |||||
| 59 SOUTH 1100 EAST | SALT LAKE CITY | UT | 84112 | PATIENT SERVICES | $5,000 |
| CANINES WITH A CAUSE FOUNDATION INC | |||||
| 3970 S 2700 E | SALT LAKE CITY | UT | 84124 | RESCUE AND TRAIN DOGS | $5,000 |
| FOUNDATION FOR EDUCATION FOR GENERATIONS | |||||
| 866 DEVON LN | BOUNTIFUL | UT | 84010 | VISION AND DENTAL CARE | $5,000 |
| ENVISION UTAH | |||||
| 254 S 600 E STE 201 | SALT LAKE CITY | UT | 84102 | UTAH CLEAN AIR TOOLKITS | $5,000 |
| FRAMEWORK ARTS INC | |||||
| 525 E EMERSON AVE | SALT LAKE CITY | UT | 84105 | LOVE PROJECTS | $1,000 |
| SNOWBASIN ADAPTIVE SPORTS EDUCATION FOUNDATION | |||||
| PO BOX 1193 | EDEN | UT | 84310 | MILES OF SMILES PROGRAM | $2,500 |
| ST JOSEPH VILLA FOUNDATION FOR CHARITY CARE | |||||
| 1555 W 2200 S STE B | WEST VALLEY CITY | UT | 84119 | MOBILE DENTAL CLINIC PROGRAM | $5,000 |
| TORREY HOUSE PRESS | |||||
| 150 STATE ST 100 | SALT LAKE CITY | UT | 84111 | PRESERVE PUBLIC LANDS | $5,000 |
| YOUTHLINC | |||||
| 1166 EAST BRICKYARD RD | SALT LAKE CITY | UT | 84106 | REAL LIFE PROGRAM | $2,500 |
| INTERMEZZO INC | |||||
| 121B ST | SALT LAKE CITY | UT | 84103 | SUPPORT ARTS | $2,500 |
| UTAH REFUGEE COALITION | |||||
| 6440 SOUTH WASATCH BLVD STE 100 | SALT LAKE CITY | UT | 84121 | PROGRAM AND OPERATIONS SUPPORT | $2,500 |
| SUMMIT COUNTY FRIENDS OF ANIMALS | |||||
| 6466 N HIGHVIEW DR | PEOA | UT | 84061 | RESERVATION RESCUE | $5,000 |
| UTAH PRIDE CENTER INC | |||||
| 1380 SOUTH MAIN STREET | SALT LAKE CITY | UT | 84115 | YOUTH & FAMILY PROGRAMS SUPPORT | $2,500 |
| UNIVERSITY OF UTAH | |||||
| 195 S CENTRAL CAMPUS DRIVE | SALT LAKE CITY | UT | 84112 | SUPPORT EDUCATION | $10,000 |
| ALLIANCE HOUSE | |||||
| 1724 S MAIN STREET | SALT LAKE CITY | UT | 84115 | ACCESS PROGRAM | $5,000 |
| The INN Between | |||||
| 340 South Goshen St | Salt Lake City | UT | 84104 | Help fight homelessness | $12,500 |
| Friends of Cedar Mesa | |||||
| 567 West Main Street | Bluff | UT | 84512 | Protect cultural and natural landscapes | $25,000 |
| Utah Museum of Contemporary Art | |||||
| 20 South West Temple | Salt Lake City | UT | 84101 | Support the arts | $5,000 |
| Ballet West | |||||
| 52 West 200 South | Salt Lake City | UT | 84101 | Support of the Arts | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,855,240 | TotalGrantOrContriPdDurYrAmt |
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 | $261,032 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,249,306 | 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) |
|---|---|---|
| Unrelated Business Taxbl Incm | $55,347 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,938,197 | 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 (3 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| K-1 ORDINARY INCOME UBTI | 525990 | -$4,312 | ||
| K-1 RENTAL INCOME UBTI | 525990 | -$5,129 | ||
| RETURNED CHECK | 525990 | 18 | $5,250 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $45,906 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,453,785 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,499,691 | 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 | $19,830 | Amt |
| Net Investment Income | $19,830 | NetInvestmentIncomeAmt |
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 | $10,569,837 | EOYBookValueAmt |
| EOYFMV | $10,928,012 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MORGAN STANLEY SECURITIES | StockNm |
| EOY Book Value | $31,481,669 | EOYBookValueAmt |
| EOYFMV | $36,505,093 | 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 | $7,406,841 | BookValueAmt |
| EOYFMV | $11,872,113 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (7 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NH CAPITAL PARTNERS V CAYMAN | $141,274 | $96,427 | $96,427 |
| ACL ALTERNATIVE FUND | $892,648 | $975,664 | $975,664 |
| NHREF VII GLOBAL TE | -$102,826 | -$322,696 | |
| NHREF VIII GLOBAL TE (US) | $145,259 | $109,412 | $109,412 |
| NH TV FEEDER FUND | $429,287 | $866,089 | $866,089 |
| NH TACTICAL VALUE FUND | $62,513 | $63,131 | $63,131 |
| NH TACTICAL VALUE FUND AIV | $114,994 | $114,994 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BROKER FEES | $375,293 | $375,293 |
| CONTRACT LABOR | $12,443 | $12,443 |
| DUES & SUBSCRIPTIONS | $23,338 | $23,338 |
| OFFICE SUPPLIES | $3,422 | $3,422 |
| BANK FEES | $100 | $100 |
| MEALS & ENTERTAINMENT | $107 | $107 |
| POSTAGE & DELIVERY | $268 | $268 |
| UTILITIES | $238 | $238 |
| K-1 CHARITABLE CONTRIBUTIONS | $9 | $9 |
| K-1 OTHER DEDUCTIONS | $89,846 | $89,846 |
| K-1 NON DEDUCTIBLE EXPENSES | $182 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Ordinary Income UBTI | -$4,312 | -$4,312 |
| K-1 Rental Income UBTI | -$5,129 | -$5,129 |
| Returned Check | $5,250 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAID | $37,524 | $37,524 |
| 2018 TAX BASED ON INV INC | $23,621 | |
| K-1 FOREIGN TAXES PAID | $835 | $835 |
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