LAWRENCE T & JANET T DEE FDN: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- LAWRENCE T & JANET T DEE FDN (EIN 87-6150803)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-04
- IRS object ID
- 201613099349100711
- Schema version
- 2015v2.1
- 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
- Expln Of Non Filing With AG Stmt
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-04T11:19:41-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 475198561 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Frederickson Murri Planners & Advisors | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2150 S 1300 E STE 550 | AddressLine1Txt |
| City | Salt Lake City | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | 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) |
|---|---|---|
| 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 D Dee III | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Phone | 8016470604 | PhoneNum |
| Signature | 2016-10-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Scott H Murri CPA | PreparerPersonNm |
| PTIN | P01307439 | PTIN |
| Phone | 8013555113 | PhoneNum |
| Preparation | 2016-10-26 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $55,041,739 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $875,203 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $875,203 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $985,638 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,004,190 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $985,638 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,860,841 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,860,841 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $15,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $15,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $27,025 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $27,025 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,584 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,584 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $81,148 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $81,148 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $6,200 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $6,200 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $434,014 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $429,778 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,236 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $565,971 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $555,535 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,436 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,682,064 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,682,064 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,248,035 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $555,535 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,692,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,387,194 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,305,306 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $682,528 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,756,478 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,756,478 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $12,500 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $41,739 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $41,739 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $31,404,765 | CorporateStockBOYAmt |
| Corporate Bonds BOY | $7,848,744 | CorporateBondsBOYAmt |
| Other Investments BOY | $9,334,127 | OtherInvestmentsBOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $46,097,253 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $53,243,522 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $49,282,664 | TotalAssetsBOYAmt |
| Total Assets EOY | $47,895,470 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $55,041,739 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $49,282,664 | CapitalStockBOYAmt |
| Capital Stock EOY | $49,282,664 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$1,387,194 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $49,282,664 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $47,895,470 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $49,282,664 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $47,895,470 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $49,282,664 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,387,194 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $47,895,470 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $47,895,470 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $14,861,036 | $14,018,552 | $842,484 | $842,484 | |
| K-1 Allocated LT Gains | $103,274 | $103,274 | $103,274 | P | |
| K-1 allocated ST gains | $39,880 | $39,880 | $39,880 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $985,638 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $882,364 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,768,830 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $53,994,889 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051279 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,549,154 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $54,085,078 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047132 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,525,310 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $52,696,931 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047921 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,318,329 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $52,716,551 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.043977 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $790,070 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $48,589,736 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.016260 | DistributionYr5Rt |
| Total Distribution | 0.206569 | TotalDistributionRt |
| Average Distribution | 0.041314 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $57,007,506 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,355,208 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $13,053 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,368,261 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,692,500 | 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 | $13,053 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,053 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,053 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $55,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $55,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $41,947 | OverpaymentAmt |
| Applied To ES Tax | $41,947 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | UT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Frederickson Murri Planners and Adv | IndividualWithBooksNm |
| Phone | 8013555113 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2150 S 1300 E 550 | AddressLine1Txt |
| City | Salt Lake City | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Exempt Interest | $0 | TaxExemptInterestAmt |
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 | 4.00 | $5,000 | $0 | $0 |
| David Dee | ||||||||
| 1374 ARLINGTON DRIVE | SALT LAKE CITY | UT | 84103 | Director | 4.00 | $5,000 | $0 | $0 |
| Matthew T Dee | ||||||||
| 3380 S Colemere Way | Salt Lake City | UT | 84109 | Director | 4.00 | $5,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $56,603,927 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,271,714 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $57,875,641 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $57,875,641 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $868,135 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $57,007,506 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,850,375 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,850,375 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,053 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,053 | TotalTaxAmt |
| Distributable Before Adj | $2,837,322 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,837,322 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,837,322 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,692,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,692,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $13,053 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,679,447 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,837,322 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,537,257 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,692,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,537,257 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $155,243 | 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 |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $2,682,079 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Lawrence Janet Dee Foundation Lawre | 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 | 8013555113 | 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 (133 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ABILITY FOUND | ||||||
| 5236 SOUTH GREENPINE DRIVE | SALT LAKE CITY | UT | 84123 | 501C3 | GENERAL | $5,000 |
| ALLIANCE HOUSE | ||||||
| 1724 MAIN ST | SALT LAKE CITY | UT | 84115 | 501C3 | GENERAL | $5,000 |
| ALZHEIMERS DISEASE AND RELATED DISORDERS | ||||||
| 225 NORTH MICHIGAN AVE FLOOR 17 | CHICAGO | IL | 60601 | 501C3 | GENERAL | $5,000 |
| AMERICAN CANCER SOCIETY | ||||||
| 941 EAST 3300 SOUTH | SALT LAKE CITY | UT | 84106 | 501C3 | GENERAL | $50,000 |
| AMERICAN INDIAN SERVICES | ||||||
| 1902 NORTH CANYON ROAD SUITE 100 | PROVO | UT | 84604 | 501C3 | GENERAL | $5,000 |
| AMERICAN RED CROSS | ||||||
| 2955 HARRISON BLVD SUITE 204 | OGDEN | UT | 84403 | 501C3 | GENERAL | $10,000 |
| ARTHRITIS FOUNDATION | ||||||
| 3650 NORTH UNIVERSITY AVE | PROVO | UT | 84604 | CHARITY | GENERAL | $2,500 |
| ASSISTANCE LEAGUE OF SALT LAKE CITY | ||||||
| PO BOX 9353 | SALT LAKE CITY | UT | 84109 | 501C3 | GENERAL | $3,000 |
| ASSOCIATION OF SMALL FOUNDATIONS | ||||||
| 1720 NORTH STREET NW | WASHINGTON | DC | 20036 | 501C3 | GENERAL | $1,000 |
| BAD DOG ARTS | ||||||
| 428 SOUTH 400 WEST B129 | SALT LAKE CITY | UT | 84101 | 501C3 | GENERAL | $5,000 |
| BALLET WEST | ||||||
| CAPITAL THEATRE 50 WEST 200 SOUTH | SALT LAKE CITY | UT | 84101 | 501C3 | GENERAL | $10,000 |
| BALLET WEST CENTER FOR DANCE | ||||||
| CAPITAL THEATRE 50 WEST 200 SOUTH | SALT LAKE CITY | UT | 84101 | 501C3 | GENERAL | $50,000 |
| BEST FRIENDS ANIMAL SOCIETY | ||||||
| 5001 ANGEL CANYON ROAD | KANAB | UT | 84741 | 501C3 | GENERAL | $5,000 |
| BIG BROTHERS BIG SISTERS OF UTAH | ||||||
| 151 EAST 5600 SOUTH SUITE 200 | SALT LAKE CITY | UT | 84107 | 501C3 | GENERAL | $5,000 |
| BOYS AND GIRLS CLUBS OF SALT LAKE | ||||||
| 669 SOUTH 200 EAST SUITE 100 | SALT LAKE CITY | UT | 84111 | 501C3 | GENERAL | $7,500 |
| CAMP HOBE | ||||||
| PO BOX 520755 | SALT LAKE CITY | UT | 84152 | 501C3 | GENERAL | $5,000 |
| CATHOLIC COMMUNITY SERVICES OF UTAH | ||||||
| 745 EAST 300 SOUTH | SALT LAKE CITY | UT | 84102 | 501C3 | GENERAL | $4,000 |
| CENTRAL UTAH ART CENTER | ||||||
| 86 NORTH MAIN STREET | EPHRAIM | UT | 84627 | 501C3 | GENERAL | $2,500 |
| CHAMBER ORCHESTRA OGDEN | ||||||
| 5463 SOUTH 125 EAST | OGDEN | UT | 84405 | 501C3 | GENERAL | $2,500 |
| CHILDREN'S MUSEUM OF UTAH | ||||||
| 444 WEST 100 SOUTH | SALT LAKE CITY | UT | 84101 | 501C3 | GENERAL | $5,000 |
| CHILDRENS SERVICE SOCIETY OF UTAH | ||||||
| 655 EAST 4500 SOUTH | SALT LAKE CITY | UT | 84107 | 501C3 | GENERAL | $3,500 |
| CLARK PLANETARIUM | ||||||
| 110 400 WEST | SALT LAKE CITY | UT | 84101 | 501C3 | GENERAL | $5,000 |
| COMMUNITY FOUNDATION OF UTAH | ||||||
| 423 WEST 800 SOUTH | SALT LAKE CITY | UT | 84101 | 501C3 | GENERAL | $5,000 |
| COMMUNITY NURSING SERVICES | ||||||
| 2830 S REDWOOD RD | WEST VALLEY CITY | UT | 84119 | 501C3 | GENERAL | $4,000 |
| CRAFT LAKE CITY | ||||||
| 351 PIERPONT AVE | SALT LAKE CITY | UT | 84101 | 501C3 | GENERAL | $2,500 |
| CROSSROADS URBAN CENTER | ||||||
| 347 SOUTH 400 EAST | SALT LAKE CITY | UT | 84111 | 501C3 | GENERAL | $5,000 |
| ECCLES COMMUNITY ART CENTER | ||||||
| 2580 ECCLES AVENUE | OGDEN | UT | 84401 | 501C3 | GENERAL | $10,000 |
| ENABLEUTAH | ||||||
| 2640 INDUSTRIAL DRIVE | OGDEN | UT | 84401 | 501C3 | GENERAL | $3,500 |
| ENGLISH SKILLS LEARNING CENTER | ||||||
| 631 WEST NORTH TEMPLE | SALT LAKE CITY | UT | 84116 | 501C3 | GENERAL | $5,000 |
| EYE CARE FOR KIDS FOUNDATION | ||||||
| 6911 SOUTH STATE STREET | SALT LAKE CITY | UT | 84047 | 501C3 | GENERAL | $5,000 |
| FAMILY COUNSELING SERVICE OF UTAH | ||||||
| 3518 WASHINGTON BLVD | OGDEN | UT | 84403 | 501C3 | GENERAL | $2,500 |
| FAMILY COUNSELING SERVICE OF NORTHERN UTAH | ||||||
| 3518 WASHINGTON BLVD | OGDEN | UT | 84403 | 501C3 | GENERAL | $5,000 |
| FAMILY SUPPORT CENTER | ||||||
| 1760 WEST 4805 SOUTH | TAYLORSVILLE | UT | 84118 | 501C3 | GENERAL | $5,000 |
| FRIENDS FOR SIGHT | ||||||
| 661 SOUTH 200 EAST | SALT LAKE CITY | UT | 84111 | 501C3 | GENERAL | $7,500 |
| FRIENDS OF TRACY AVIARY | ||||||
| 589 EAST 1300 SOUTH | SALT LAKE CITY | UT | 84105 | 501C3 | GENERAL | $5,000 |
| GIRL SCOUTS OF UTAH | ||||||
| 445 EAST 4500 SOUTH | SALT LAKE CITY | UT | 84107 | 501C3 | GENERAL | $5,000 |
| GUADALUPE SCHOOL | ||||||
| 340 SOUTH 1040 EAST | SALT LAKE CITY | UT | 84104 | 501C3 | GENERAL | $7,500 |
| HABITAT FOR HUMANITY - SALT LAKE VALLEY | ||||||
| 1276 SOUTH 500 WEST | SALT LAKE CITY | UT | 84107 | 501C3 | GENERAL | $5,000 |
| HELPING HAND ASSOCIATION INC | ||||||
| 301 SILLER DRIVE | HAZLETON | PA | 18201 | 501C3 | GENERAL | $3,500 |
| HOUSE OF HOPE | ||||||
| 857 EAST 200 SOUTH | SALT LAKE CITY | UT | 84102 | 501C3 | GENERAL | $5,000 |
| HUMANE SOCIETY OF UTAH | ||||||
| 4242 SOUTH 300 WEST | MURRAY | UT | 84107 | 501C3 | GENERAL | $5,000 |
| IMAGINE BALLET THEATRE INC | ||||||
| 2432 WASHINGTON BLVD | OGDEN | UT | 84401 | 501C3 | GENERAL | $2,500 |
| INTERMOUNTAIN SPECIALIZED ABUSE TREATMEN | ||||||
| 1555 WEST 2200 SOUTH SUITE A | WEST VALLEY CITY | UT | 84119 | 501C3 | GENERAL | $2,500 |
| INTERMOUNTAIN THERAPY ANIMALS | ||||||
| 4050 SOUTH 2700 EAST | SALT LAKE CITY | UT | 84124 | 501C3 | GENERAL | $5,000 |
| JEWISH FAMILY SERVICE | ||||||
| 1111 EAST BRICKYARD ROAD SUITE 109 | SALT LAKE CITY | UT | 84106 | 501C3 | GENERAL | $5,000 |
| JORDAN VALLEY CONSERVATION FOUNDATION | ||||||
| 8275 SOUTH 1300 WEST | WEST JORDAN | UT | 84088 | 501C3 | GENERAL | $5,000 |
| JUNIOR LEAGUE OF SALT LAKE CITY | ||||||
| 526 EAST 300 SOUTH | SALT LAKE CITY | UT | 84102 | 501C3 | GENERAL | $7,500 |
| KCPW PUBLIC RADIO | ||||||
| 210 EAST 400 SOUTH 10 | SALT LAKE CITY | UT | 84111 | 501C3 | GENERAL | $5,000 |
| KOSTOPULOS DREAM FOUNDATION | ||||||
| 2500 EMMIGRATION CANYON | SALT LAKE CITY | UT | 84108 | 501C3 | GENERAL | $7,500 |
| LEGACY MUSIC ALLIANCE | ||||||
| 252 BROADWAY | SALT LAKE CITY | UT | 84111 | 501C3 | GENERAL | $5,000 |
| MALIHEH FREE CLINIC | ||||||
| 415 EAST 3900 SOUTH | SALT LAKE CITY | UT | 84107 | 501C3 | GENERAL | $5,000 |
| MCKAY DEE HOSPITAL FOUNDATION | ||||||
| 4401 HARRISON BOULEVARD | OGDEN | UT | 84403 | 501C3 | GENERAL | $500,000 |
| MIDTOWN COMMUNITY HEALTH CENTER | ||||||
| 2240 ADAMS AVENUE | OGDEN | UT | 84401 | 501C3 | GENERAL | $5,000 |
| NATIONAL ABILITY CENTER | ||||||
| 1000 ABILITY WAY | PARK CITY | UT | 84060 | 501C3 | GENERAL | $5,000 |
| NATIONAL ALLIANCE ON MENTAL HEALTH | ||||||
| 1500 W 2200 S | WEST VALLEY CITY | UT | 84119 | 501C3 | GENERAL | $5,000 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||
| 6364 SOUTH HIGHLAND DRIVE SUITE 101 | SALT LAKE CITY | UT | 84121 | 501C3 | GENERAL | $5,000 |
| NEIGHBORHOOD HOUSE | ||||||
| 1050 WEST 500 SOUTH | SALT LAKE CITY | UT | 84104 | 501C3 | GENERAL | $7,500 |
| NOVA CHAMBER MUSIC SERIES | ||||||
| 1375 EAST PRESIDENTS CIRCLE | SALT LAKE CITY | UT | 84102 | 501C3 | GENERAL | $10,000 |
| ODGEN NATURE CENTER | ||||||
| 966 WEST 12TH STREET | OGDEN | UT | 84404 | 501C3 | GENERAL | $5,000 |
| ODGEN SYMPHONY BALLET ASSOCIATION | ||||||
| 638 26TH STREET | OGDEN | UT | 84401 | 501C3 | GENERAL | $7,500 |
| ODYSSEY HOUSE OF UTAH | ||||||
| 344 EAST 100 SOUTH | SALT LAKE CITY | UT | 84111 | 501C3 | GENERAL | $7,500 |
| OGDEN ARTS FESTIVAL | ||||||
| 2501 WALL AVE | OGDEN | UT | 84403 | 501C3 | GENERAL | $2,500 |
| OGDEN SCHOOL FOUNDATION | ||||||
| 1950 MONROE BLVD | OGDEN | UT | 84401 | 501C3 | GENERAL | $7,500 |
| OGDEN SCHOOL FOUNDATION | ||||||
| 1950 MONROE BLVD | OGDEN | UT | 84401 | Educational Institut | GENERAL | $25,000 |
| OGDEN SURGICAL-MEDICAL SOCIETY | ||||||
| PO BOX 9311 | OGDEN | UT | 84409 | 501C3 | GENERAL | $2,500 |
| OGDEN-WEBER APPLIED TECHNOLOGY | ||||||
| 200 NORTH WASHINGTON BLVD | OGDEN | UT | 84404 | 501C3 | GENERAL | $8,000 |
| OUR LADY OF LOURDES CATHOLIC SCHOOL | ||||||
| 1065 E 700 S | SALT LAKE CITY | UT | 84102 | 501C3 | GENERAL | $5,000 |
| OUTREACH RESOURCE CENTER | ||||||
| 23RD STREET | OGDEN | UT | 84401 | 501C3 | GENERAL | $3,500 |
| PEOPLE HELPING PEOPLE | ||||||
| 205 N 400 WEST | SALT LAKE CITY | UT | 84103 | 501C3 | GENERAL | $2,500 |
| PLANNED PARENTHOOD ASSOCIATION | ||||||
| 654 SOUTH 900 EAST | SALT LAKE CITY | UT | 84102 | 501C3 | GENERAL | $5,000 |
| PREVENT CHILD ABUSE UTAH | ||||||
| 2955 HARRISON BLVD SUITE 104 | OGDEN | UT | 84403 | 501C3 | GENERAL | $5,000 |
| RAPE RECOVERY CENTER | ||||||
| 2035 SOUTH 1300 EAST | SALT LAKE CITY | UT | 84105 | 501C3 | GENERAL | $5,000 |
| REPORTORY DANCE THEATRE | ||||||
| PO BOX 510427 | SALT LAKE CITY | UT | 84151 | 501C3 | GENERAL | $7,500 |
| RIRIE-WOODBURY DANCE COMPANY | ||||||
| 138 WEST BROADWAY | SALT LAKE CITY | UT | 84101 | 501C3 | GENERAL | $10,000 |
| RONALD MCDONALD HOUSE CHARITIES | ||||||
| 935 EAST SOUTH TEMPLE | SALT LAKE | UT | 84102 | 501C3 | GENERAL | $100,000 |
| RONALD MCDONALD HOUSE CHARITIES | ||||||
| 935 EAST SOUTH TEMPLE | SALT LAKE CITY | UT | 84102 | 501C3 | GENERAL | $7,500 |
| SALT LAKE ACTING COMPANY | ||||||
| 168 WEST 500 NORTH | SALT LAKE CITY | UT | 84105 | 501C3 | GENERAL | $5,000 |
| SALT LAKE ART CENTER | ||||||
| 20 SOUTH WEST TEMPLE | SALT LAKE CITY | UT | 84101 | 501C3 | GENERAL | $15,000 |
| SALT LAKE CITY ARTS COUNCIL | ||||||
| 1340 EAST 100 SOUTH | SALT LAKE CITY | UT | 84102 | 501C3 | GENERAL | $2,500 |
| SALT LAKE CITY FILM CENTER | ||||||
| 210 EAST 400 SOUTH 9 | SALT LAKE CITY | UT | 84111 | 501C3 | GENERAL | $5,000 |
| SALT LAKE CITY FILM CENTER | ||||||
| 210 EAST 400 SOUTH 9 | SALT LAKE CITY | UT | 84111 | 501C3 | GENERAL | $5,000 |
| SALT LAKE DONATED DENTAL SERVICES | ||||||
| 1383 SOUTH 900 WEST | SALT LAKE CITY | UT | 84104 | 501C3 | GENERAL | $5,000 |
| SALT LAKE SYMPHONY | ||||||
| 676 NORTH EAST CAPITOL BLVD | SALT LAKE CITY | UT | 84103 | 501C3 | GENERAL | $2,500 |
| SEAGER MEMORIAL CLINIC | ||||||
| 2775 WALL AVENUE | OGDEN | UT | 84401 | 501C3 | GENERAL | $5,000 |
| SEAGER MEMORIAL CLINIC | ||||||
| 2775 WALL AVENUE | OGDEN | UT | 84401 | 501C3 | GENERAL | $5,000 |
| SHARING PALCE | ||||||
| 1695 3300 S | SALT LAK CITY | UT | 84106 | 501C3 | GENERAL | $5,000 |
| SPECIAL PEOPLE LOVING OUTDOOR | ||||||
| 774 EAST 3300 SOUTH SUITE 105 | SALT LAKE CITY | UT | 84106 | 501C3 | GENERAL | $5,000 |
| SPY HOP PRODUCTIONS | ||||||
| 511 WEST 200 SOUTH SUITE 100 | SALT LAKE CITY | UT | 84101 | CHARITY | GENERAL | $7,500 |
| ST ANNES CENTER | ||||||
| 137 W BINFORD ST | OGDEN | UT | 84401 | 501C3 | GENERAL | $5,000 |
| ST ANNES CENTER | ||||||
| 137 W BINFORD ST | OGDEN | UT | 84401 | 501C3 | GENERAL | $50,000 |
| STANFORD UNIVERSITY | ||||||
| 355 GALVEZ STREET | STANFORD | CA | 94305 | 501C3 | GENERAL | $100,000 |
| SUCCESS IN EDUCATION FOUNDATION | ||||||
| 440 EAST 100 SOUTH | SALT LAKE CITY | UT | 84121 | 501C3 | GENERAL | $2,500 |
| THE CHILDREN'S CENTER | ||||||
| 350 SOUTH 400 EAST | SALT LAKE CITY | UT | 84111 | 501C3 | GENERAL | $10,000 |
| THE INN BETWEEN | ||||||
| 340 GOSHEN ST | SALT LAKE CITY | UT | 84104 | 501C3 | GENERAL | $3,000 |
| THE NATURE CONSERVANCY | ||||||
| 559 E SOUTH TEMPLE | SALT LAKE CITY | UT | 84102 | 501C3 | GENERAL | $100,000 |
| THE ROAD HOME | ||||||
| 210 SOUTH RIO GRANDE STREET | SALT LAKE CITY | UT | 84101 | 501C3 | GENERAL | $5,000 |
| TRACY AVIARY | ||||||
| 589 EAST 1300 SOUTH | SALT LAKE CITY | UT | 84105 | 501C3 | GENERAL | $5,000 |
| TREEHOUSE CHILDREN'S MUSEUM | ||||||
| 347 EAST 22ND ST | OGDEN | UT | 84401 | 501C3 | GENERAL | $5,500 |
| TREEUTAH | ||||||
| 824 400 WEST B121 | SALT LAKE CITY | UT | 84101 | 501C3 | GENERAL | $2,500 |
| U CAN LEARN | ||||||
| 1231 EAST 6600 SOUTH | SALT LAKE CITY | UT | 84121 | Educational Institut | GENERAL | $5,000 |
| UNION STATION FOUNDATION | ||||||
| 2501 WALL AVENUE | OGDEN | UT | 84401 | 501C3 | GENERAL | $2,500 |
| UNIVERSITY OF UTAH | ||||||
| 1645 EAST CAMPUS CENTER DRIVE | SALT LAKE CITY | UT | 84112 | Educational Institut | GENERAL | $17,750 |
| UNIVERSITY OF UTAH | ||||||
| 1645 EAST CAMPUS CENTER DRIVE | SALT LAKE CITY | UT | 84112 | Educational Institut | GENERAL | $50,000 |
| UNIVERSITY OF UTAH | ||||||
| 201 EAST PRESIDENTS CIRCLE 201 | SALT LAKE CITY | UT | 84112 | Educational Institut | GENERAL | $137,080 |
| UNIVERSITY OF UTAH ALUMNI ASSOC | ||||||
| 1645 EAST CAMPUS DRIVE | SALT LAKE CITY | UT | 84112 | Educational Institut | GENERAL | $25,000 |
| UNIVERSITY OF UTAH - SCHOOL OF MEDICINE | ||||||
| 1645 EAST CAMPUS CENTER DRIVE | SALT LAKE CITY | UT | 84112 | Educational Institut | GENERAL | $50,000 |
| UNIVERSITY OF UTAH COLLEGE OF SCIENCE | ||||||
| 201 EAST PRESIDENTS CIRCLE | SALT LAKE CITY | UT | 84112 | 501C3 | GENERAL | $25,000 |
| UNIVERSITY OF UTAH MORAN EYE CENTER | ||||||
| 65 MARIO CAPECCHI DRIVE | SALT LAKE CITY | UT | 84132 | 501C3 | GENERAL | $83,334 |
| UTAH ANIMAL ADOPTION CENTER | ||||||
| 1955 NORTH REDWOOD ROAD | SALT LAKE CITY | UT | 84116 | 501C3 | GENERAL | $5,000 |
| UTAH ARTS FESTIVAL | ||||||
| 230 SOUTH 500 WEST 120 | SALT LAKE CITY | UT | 84101 | 501C3 | GENERAL | $5,000 |
| UTAH CHAMBER ARTISTS | ||||||
| 11640 SOUTH LITTLER ROAD | SANDY | UT | 84092 | 501C3 | GENERAL | $2,000 |
| UTAH CLEAN ENERGY ALLIANCE INC | ||||||
| 1014 SECOND AVENUE | SALT LAKE CITY | UT | 84103 | 501C3 | GENERAL | $7,500 |
| UTAH COUNCIL OF THE BLIND | ||||||
| PO BOX 1415 | BOUNTIFUL | UT | 84011 | 501C3 | GENERAL | $2,500 |
| UTAH CULTURAL ALLIANCE | ||||||
| PO BOX 521185 | SALT LAKE CITY | UT | 84152 | 501C3 | GENERAL | $2,000 |
| UTAH FOOD BANK SERVICES | ||||||
| 3150 SOUTH 900 WEST | SALT LAKE CITY | UT | 84119 | 501C3 | GENERAL | $5,000 |
| UTAH HEMOPHILIA FOUNDATION | ||||||
| 772 EAST 3300 SOUTH 210 | SALT LAKE CITY | UT | 84106 | 501C3 | GENERAL | $2,500 |
| UTAH HERITAGE FOUNDATION | ||||||
| 485 NORTH CANYON ROAD | SALT LAKE CITY | UT | 84103 | 501C3 | GENERAL | $5,000 |
| UTAH HUMANITIES COUNCIL | ||||||
| 202 WEST 300 NORTH | SALT LAKE CITY | UT | 84103 | 501C3 | GENERAL | $7,900 |
| UTAH NONPROFITS ASSOCIATION | ||||||
| 231 EAST 400 SOUTH | SALT LAKE CITY | UT | 84111 | 501C3 | GENERAL | $5,000 |
| UTAH SYMPHONY & OPERA | ||||||
| 123 WEST SOUTH TEMPLE | SALT LAKE CITY | UT | 84101 | 501C3 | GENERAL | $250,000 |
| UTAH YOUTH ORCHESTRAS & ENSEMBLES | ||||||
| PO BOX 58168 | SALT LAKE CITY | UT | 84158 | 501C3 | GENERAL | $5,000 |
| VSA ARTS OF UTAH | ||||||
| 230 SOUTH 500 WEST 125 | SALT LAKE CITY | UT | 84101 | 501C3 | GENERAL | $5,000 |
| WASATCH COMMUNITY GARDENS | ||||||
| 824 400 W | SALT LAKE CITY | UT | 84101 | 501C3 | GENERAL | $3,500 |
| WASATCH HOMELESS HEALTH CARE | ||||||
| 404 SOUTH 400 WEST | SALT LAKE CITY | UT | 84101 | 501C3 | GENERAL | $10,000 |
| WEBER PATHWAYS | ||||||
| 298 24TH ST 325 | OGDEN | UT | 84401 | 501C3 | GENERAL | $5,000 |
| WEBER STATE UNIVERSITY | ||||||
| 4018 UNIVERSITY CIRCLE | OGDEN | UT | 84408 | Educational Institut | GENERAL | $400,000 |
| WEBER STATE UNIVERSITY | ||||||
| 4018 UNIVERSITY CIRCLE | OGDEN | UT | 84408 | 501C3 | GENERAL | $50,000 |
| WEST RIDGE ACADEMY | ||||||
| 5500 BAGLEY PARK ROAD | WEST JORDAN | UT | 84081 | 501C3 | GENERAL | $2,500 |
| WESTMINISTER COLLEGE | ||||||
| 1840 SOUTH 1300 EAST | SALT LAKE CITY | UT | 84105 | 501C3 | GENERAL | $25,000 |
| WILD UTAH PROJECTS | ||||||
| 824 S 400 W | SALT LAKE CITY | UT | 84101 | 501C3 | GENERAL | $3,500 |
| YMCA OF NORTHERN UTAH | ||||||
| 3098 HIGHLAND DRIVE | SALT LAKE CITY | UT | 84106 | 501C3 | GENERAL | $5,000 |
| YOUR COMMUNITY CONNECTION OF OGDEN | ||||||
| 2261 ADAMS AVE | OGDEN | UT | 84401 | 501C3 | GENERAL | $10,000 |
| YWCA OF SALT LAKE CITY | ||||||
| 322 EAST 300 SOUTH | SALT LAKE CITY | UT | 84111 | 501C3 | GENERAL | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,682,064 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $875,203 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $985,638 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,860,841 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,860,841 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $27,025 | Amt |
| Net Investment Income | $27,025 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Utah does not require a copy of the 990PF to be filed with their office. | ExplanationTxt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Investment Assets | $45,328,146 | $53,243,522 |
| Suspense Items | $769,107 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BROKER FEES | $394,790 | $394,790 | $0 | $0 |
| K-1 Other Investment Expenses (losses) | $25,109 | $25,109 | $0 | $0 |
| Miscellaneous EXPENSE | $3,800 | $0 | $0 | $3,800 |
| Postage | $220 | $0 | $0 | $220 |
| SUPPLIES | $216 | $0 | $0 | $216 |
| DUES AND SUBSCRIPTIONS | $9,856 | $9,856 | $0 | $0 |
| K-1 Investment Interest Expense | $23 | $23 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $2,584 | Amt |
| Net Investment Income | $2,584 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Foreign Taxes Paid | $60,387 | $60,387 | $0 | $0 |
| Federal Income tax | $20,761 | $20,761 | $0 | $0 |
Comments