2019-11-15T15:06:11-08:00 2018-12-31 990PF 2018-01-01 456794415 James Lee Sorenson Family Foundation JAME 8014901013 2755 E Cottonwood Pkwy Salt Lake City UT 84121 James Lee Sorenson Trustee 2019-11-15 2018 2020-03-31 21:24:44Z X X 49418531 X X 1732158 1492020 1824704 7873473 1828586 38765 3556862 3359371 55 13775 197472 197472 32821 24679 30000 30000 169 274292 222151 30000 1524000 1524000 1798292 222151 1554000 1758570 3137220 1542 119052 119052 1343369 2744276 2744276 733488 523573 523573 39264748 36381659 36381659 3385806 2763526 2763526 4794262 2563274 2647067 3432099 4239378 4239378 52955314 49334738 49418531 0 X 52955314 49334738 52955314 49334738 52955314 49334738 52955314 1758570 54713884 5379146 49334738 Publicly traded securities P 5199136 3894887 1304249 1304249 LP interest P 2012-05-01 2018-01-22 1592040 1125000 467040 467040 LP interest P 2012-05-01 2018-01-29 1082297 975000 107297 107297 Ojay Greene stock P 2016-06-10 2018-12-31 25000 -25000 -25000 eMoneyPool stock P 2014-09-04 2018-12-31 25000 -25000 -25000 1828586 false 2065834 46851717 0.04409 2302660 43969928 0.05237 2390906 45924663 0.05206 2335370 46802340 0.04990 1366455 43128151 0.03168 0.230106 0.046021 49338510 2270608 31372 2301980 2441175 X 31372 31372 31372 31910 21000 52910 21538 21538 false false false false false false false false true true UT true false false false false true N/A Jim Sorenson 8014901013 2755 E Cottonwood Pkwy 500 Salt Lake City UT 84121 false false false true true false false false false false false true false false false false false false true false false true false false false false false James Lee Sorenson 2755 E Cottonwood Pkwy 500 Salt Lake City UT 84121 Trustee 5.00 0 NONE Sepio Capital 50 California Street Suite 3525 San Francisco CA 94111 Investment advice 197219 SLCO PFS I: Funding for participation in a private enterprise project to lessen the burdens of government related to homelessness, affordable housing, and recitivism. 240625 University of Utah - UVF II: Educating students in social impact entrepreneurship and promoting community development in low and moderate-income households. 187037 459513 887175 45015876 4405602 668380 50089858 0 50089858 751348 49338510 2466926 2466926 31372 31372 2435554 21187 2456741 2456741 1554000 887175 2441175 31372 2409803 2456741 2271469 2441175 2271469 0 169706 2287035 James Lee Sorenson X The Church of Jesus Christ of LDS 50 E North Temple Salt Lake City UT 84150 None PC General support 675000 Junior Achievement of Utah 515 South 700 East 1F Salt Lake City UT 84102 None PC Silent auction sponsorship 5000 University of Utah 540 Arapeen Drive Suite 250 Salt Lake City UT 84108 None PC Innovation Summit; Impact Investing Center 712500 Gallaudet University 800 Florida Avenue NE Washington DC 20002 None PC Funding for entreprenuer awards 18500 The Leonardo 1209 E 500 S Salt Lake City UT 84111 None PC General support 25000 Great Salt Lake Council BSA 525 Foothill Drive Salt Lake City UT 84113 None PC Funding for capital projects 47000 Salt Lake County 2001 State Street Salt Lake City UT 84190 None GOV River's edge project 41000 1524000 14 1732158 18 1824704 Income from passthroughs 14 3556862 3556862 false false false false false false false false false true Friends of Art Works 501(c)(4) The trustee for James Lee Sorenson Family Foundation also serves as a Director for Friends of Art Works for Kids ` 13775 0 0 0 Elevar Equity: Developing essential products and services for disconnected communities in Latin America, Asia and other jurisdictions. 61500 Owl Ventures: Addressing problems associated with poor learning achievement outcomes and increasing educational opportunities. 60000 Better World Wireless: Offering mobile solutions to vulnerable populations for the purposes of increasing livelihoods and access to housing, health care, and job opportunities. 50000 Capria: Creation of early-stage impact funds in emerging markets for the purpose of improving lives of low-income individuals. 50000 VilCap Investments: Investing in positive social and/or environmental impact companies for purposes such as clean energy, increasing access to education and healthcare, and improving livelihoods of underprivileged populations. 119195 Newday Financial Technologies: Increasing access to and awareness of socially-impactful investments. 100000 Quidnet Energy: Addressing environmental issues with traditional energy generation and providing solutions to electricity grid limitations. 18818 Sepio Capital The foundation paid fees to Sepio Capital for investment advisory services. The fees were determined at arms length and represent fair value for the services rendered. Boeing Co 255627 255627 JPMorgan Chase & Co 255420 255420 Newmont Mining Corp 307813 307813 Goldman Sachs Group 259464 259464 Kinder Morgan Energy Partners 260661 260661 Waste Management Inc 261566 261566 Hewlett-Packard Co 310729 310729 Apple Inc GLB Feb 2023 199575 199575 Enterprise Products Feb 2024 102320 102320 Enterprise Products Feb 2022 103069 103069 Morgan Stanley GLB JUL 2025 200821 200821 Watson Pharmaceuticals 246461 246461 Publicly traded stocks (see stmt) 36381659 36381659 523573 523573 SLP IV Technology Fund FMV 643368 643368 CSP III Distressed Opp Fund FMV 187780 187780 Czech II Senior Loan Trust FMV 95870 95870 Blackstone Strategic Partners LP FMV 213909 213909 Sorenson Capital III LP AT COST 416926 500719 Catchafire Inc AT COST 125195 125195 LS Real Estate Recovery IV Trust FMV 144554 144554 Czech III Senior Loan Trust FMV 347017 347017 Turner-Agassi Educational Facilities FMV 138655 138655 Unitus Capital AT COST 250000 250000 55 0 0 0 Bank charges 169 Investment advisory fees 197472 197472 0 0 Federal taxes 25000 Foreign taxes 7821 24679