LAWRENCE T & JANET T DEE FDN: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- LAWRENCE T & JANET T DEE FDN (EIN 87-6150803)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-04
- IRS object ID
- 201503089349100320
- Schema version
- 2014v5.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-04T11:54:38-08:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Nelson Murri CPAs Planners & Advisors | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2180 South 1300 East Ste 330 | AddressLine1Txt |
| City | Salt Lake City | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 841067807 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | 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 |
| Signature | 2015-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT H MURRI CPA | PreparerPersonNm |
| PTIN | P01307439 | PTIN |
| Phone | 8013555113 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $57,844,626 | 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 | $750,702 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $750,702 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,622,990 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $31,473,138 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,622,990 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,022,433 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,022,433 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,396,125 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,396,125 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $91,415 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $15,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $76,415 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,000 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $11,705 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $525 | OtherProfFeesRevAndExpnssAmt |
| Interest Rev And Expnss | $629 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $629 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $43,719 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $43,719 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $1,550 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $1,550 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $509,788 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $500,978 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $664,331 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $560,326 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $77,965 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,719,223 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,719,223 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,383,554 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $560,326 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,797,188 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $12,571 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,835,799 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,792 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $1,503,996 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $682,528 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $682,528 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $12,500 | PrepaidExpensesEOYAmt |
| Corporate Stock EOY | $31,404,765 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $36,546,368 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $7,848,744 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,061,899 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $47,794,630 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,334,127 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,553,831 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $49,300,418 | TotalAssetsBOYAmt |
| Total Assets EOY | $49,282,664 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $57,844,626 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $49,300,418 | CapitalStockBOYAmt |
| Capital Stock EOY | $49,282,664 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $49,300,418 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $49,282,664 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $49,300,418 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $49,282,664 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $49,300,418 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $12,571 | ExcessRevenueOverExpensesAmt |
| Subtotal | $49,312,989 | SubtotalAmt |
| Other Decreases | $30,325 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $49,282,664 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $31,473,138 | GrossSalesPriceAmt |
| Cost Or Other Basis | $29,850,148 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,622,990 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,622,990 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,622,990 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,549,154 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $54,085,078 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04713 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,525,310 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $52,696,931 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04792 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,318,329 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $52,716,551 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04398 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $790,070 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $48,589,736 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.01626 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $642,106 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $14,107,411 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04552 | DistributionYr5Rt |
| Total Distribution | 0.20081 | TotalDistributionRt |
| Average Distribution | 0.04016 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $53,994,889 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,168,489 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $28,358 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,196,847 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,797,188 | 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 | $28,358 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $28,358 | SubtotalAmt |
| Tax Based On Investment Income | $28,358 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $63,500 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $50,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $113,500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $85,142 | OverpaymentAmt |
| Applied To ES Tax | $55,000 | AppliedToESTaxAmt |
| Refund | $30,142 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Nelson Murri CPAs Planners & | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8013555113 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2180 S 1300 E 330 | AddressLine1Txt |
| City | Salt Lake City | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84106 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 |
|---|---|---|---|---|---|---|
| Thomas D Dee III | ||||||
| 1575 DEVONSHIRE DRIVE | SALT LAKE CITY | UT | 84108 | Director | 4.00 | $5,000 |
| David Dee | ||||||
| 1374 ARLINGTON DRIVE | SALT LAKE CITY | UT | 84103 | Director | 4.00 | $5,000 |
| Wells Fargo Bank NA | ||||||
| 1 W 4th St 4th Floor MAC | Winston Salem | NC | 271013818 | Trustee | 4.00 | $76,415 |
| Matthew T Dee | ||||||
| 3380 S Colemere Way | Salt Lake City | UT | 84109 | Director | 4.00 | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $53,292,062 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,525,084 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $54,817,146 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $54,817,146 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $822,257 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $53,994,889 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,699,744 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,699,744 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $28,358 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $28,358 | TotalTaxAmt |
| Distributable Before Adj | $2,671,386 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,671,386 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,671,386 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,797,188 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,797,188 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $28,358 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,768,830 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,671,386 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,663,059 | UndistributedIncomePYAmt |
| Qualifying Distributions | $2,797,188 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,663,059 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $134,129 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $2,537,257 | UndistributedIncomeCYAmt |
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 | 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 (130 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| OGDEN SURGICAL-MEDICAL SOCIETY | ||||||
| PO BOX 9311 | OGDEN | UT | 84409 | 501C3 | GENERAL | $2,500 |
| BOYS AND GIRLS CLUBS OF SALT LAKE | ||||||
| 669 SOUTH 200 EAST SUITE 100 | SALT LAKE CITY | UT | 84111 | 501C3 | GENERAL | $7,500 |
| ENGLISH SKILLS LEARNING CENTER | ||||||
| 631 WEST NORTH TEMPLE | SALT LAKE CITY | UT | 84116 | 501C3 | GENERAL | $5,000 |
| GIRL SCOUTS OF UTAH | ||||||
| 445 EAST 4500 SOUTH | SALT LAKE CITY | UT | 84107 | 501C3 | GENERAL | $5,000 |
| JORDAN VALLEY CONSERVATION FOUNDATI | ||||||
| 8275 SOUTH 1300 WEST | WEST JORDAN | UT | 84088 | 501C3 | GENERAL | $5,000 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||
| 6364 SOUTH HIGHLAND DRIVE SUITE 101 | SALT LAKE CITY | UT | 84121 | 501C3 | GENERAL | $5,000 |
| NATIONAL CENTER ON SHAKEN BABY SYND | ||||||
| 1433 NORTH 1075 WEST SUITE 110 | FARMINGTON | UT | 84025 | 501C3 | GENERAL | $2,500 |
| ODGEN NATURE CENTER | ||||||
| 966 WEST 12TH STREET | OGDEN | UT | 84404 | 501C3 | GENERAL | $5,000 |
| OGDEN-WEBER APPLIED TECHNOLOGY | ||||||
| 200 NORTH WASHINGTON BLVD | OGDEN | UT | 84404 | 501C3 | GENERAL | $7,500 |
| PREVENT CHILD ABUSE UTAH | ||||||
| 2955 HARRISON BLVD SUITE 104 | OGDEN | UT | 84403 | 501C3 | GENERAL | $5,000 |
| RONALD MCDONALD HOUSE CHARITIES | ||||||
| 935 EAST SOUTH TEMPLE | SALT LAKE | UT | 84102 | 501C3 | GENERAL | $107,500 |
| SALT LAKE ART CENTER | ||||||
| 20 SOUTH WEST TEMPLE | SALT LAKE CITY | UT | 84101 | 501C3 | GENERAL | $40,000 |
| 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 | $10,000 |
| SALT LAKE SYMPHONY | ||||||
| 676 NORTH EAST CAPITOL BLVD | SALT LAKE CITY | UT | 84103 | 501C3 | GENERAL | $2,500 |
| SPECIAL PEOPLE LOVING OUTDOOR | ||||||
| 774 EAST 3300 SOUTH SUITE 105 | SALT LAKE CITY | UT | 84106 | 501C3 | GENERAL | $5,000 |
| ANIMAL MEDICAL HEALTH FUND | ||||||
| PO BOX 2344 | BREA | CA | 92822 | 501C3 | GENERAL | $5,000 |
| UTAH ARTS FESTIVAL | ||||||
| 230 SOUTH 500 WEST 120 | SALT LAKE CITY | UT | 84101 | 501C3 | GENERAL | $2,500 |
| UTAH CHAMBER ARTISTS | ||||||
| 11640 SOUTH LITTLER ROAD | SANDY | UT | 84092 | 501C3 | GENERAL | $2,500 |
| UTAH CLEAN ENERGY ALLIANCE INC | ||||||
| 1014 SECOND AVENUE | SALT LAKE CITY | UT | 84103 | 501C3 | GENERAL | $5,000 |
| UTAH CULTURAL ALLIANCE | ||||||
| PO BOX 521185 | SALT LAKE CITY | UT | 84152 | 501C3 | GENERAL | $1,500 |
| UTAH HEMOPHILIA FOUNDATION | ||||||
| 772 EAST 3300 SOUTH 210 | SALT LAKE CITY | UT | 84106 | 501C3 | GENERAL | $2,500 |
| VSA ARTS OF UTAH | ||||||
| 230 SOUTH 500 WEST 125 | SALT LAKE CITY | UT | 84101 | 501C3 | GENERAL | $5,000 |
| YMCA OF NORTHERN UTAH | ||||||
| 3098 HIGHLAND DRIVE | SALT LAKE CITY | UT | 84106 | 501C3 | GENERAL | $5,000 |
| YWCA OF SALT LAKE CITY | ||||||
| 322 EAST 300 SOUTH | SALT LAKE CITY | UT | 84111 | 501C3 | GENERAL | $10,000 |
| WEBER STATE UNIVERSITY SCHOOL OF NU | ||||||
| 4018 UNIVERSITY CIRCLE | OGDEN | UT | 84408 | 501C3 | GENERAL | $400,000 |
| UTAH HERITAGE FOUNDATION | ||||||
| 485 NORTH CANYON ROAD | SALT LAKE CITY | UT | 84103 | 501C3 | GENERAL | $10,000 |
| WASATCH PUBLIC MEDIA | ||||||
| 210 EAST 400 SOUTH STE 10 | SALT LAKE CITY | UT | 84111 | 501C3 | GENERAL | $5,000 |
| WESTMINISTER COLLEGE | ||||||
| 1840 SOUTH 1300 EAST | SALT LAKE CITY | UT | 84105 | 501C3 | GENERAL | $25,000 |
| CENTRAL UTAH ART CENTER | ||||||
| 86 NORTH MAIN STREET | EPHRAIM | UT | 84627 | 501C3 | GENERAL | $2,500 |
| GUADALUPE CENTER EDUCATIONAL PROGRA | ||||||
| 340 SOUTH 1040 EAST | SALT LAKE CITY | UT | 84104 | 501C3 | GENERAL | $50,000 |
| NOVA CHAMBER MUSIC SERIES | ||||||
| 1375 EAST PRESIDENTS CIRCLE | SALT LAKE CITY | UT | 84102 | 501C3 | GENERAL | $2,500 |
| BALLET WEST CENTER FOR DANCE | ||||||
| CAPITAL THEATRE 50 WEST 200 SOUTH | SALT LAKE CITY | UT | 84101 | 501C3 | GENERAL | $50,000 |
| STANFORD UNIVERSITY | ||||||
| 355 GALVEZ STREET | STANFORD | CA | 94305 | 501C3 | GENERAL | $100,000 |
| UNIVERSITY OF UTAH | ||||||
| 1645 EAST CAMPUS CENTER DRIVE | SALT LAKE CITY | UT | 84112 | 501C3 | GENERAL | $166,300 |
| UTAH SYMPHONY OPERA | ||||||
| 123 WEST SOUTH TEMPLE | SALT LAKE CITY | UT | 84101 | 501C3 | GENERAL | $150,000 |
| UNIVERSITY OF UTAH | ||||||
| 1645 EAST CAMPUS CENTER DRIVE | SALT LAKE CITY | UT | 84112 | 501C3 | GENERAL | $17,750 |
| AMERICAN CANCER SOCIETY | ||||||
| 941 EAST 3300 SOUTH | SALT LAKE CITY | UT | 84106 | 501C3 | GENERAL | $100,000 |
| MCKAY DEE HOSPITAL FOUNDATION | ||||||
| 4401 HARRISON BOULEVARD | OGDEN | UT | 84403 | 501C3 | GENERAL | $500,000 |
| UNIVERSITY OF UTAH | ||||||
| 201 EAST PRESIDENTS CIRCLE 201 | SALT LAKE CITY | UT | 84112 | 501C3 | GENERAL | $50,000 |
| UNIVERSITY OF UTAH-CENTER FOR TRANS | ||||||
| 201 EAST PRESIDENTS CIRCLE | SALT LAKE CITY | UT | 84112 | 501C3 | GENERAL | $83,333 |
| WASATCH PUBLIC MEDIA | ||||||
| 210 EAST 400 SOUTH SUITE 10 | SALT LAKE CITY | UT | 84111 | 501C3 | GENERAL | $5,000 |
| ABILITY FOUND | ||||||
| 5236 SOUTH GREENPINE DRIVE | SALT LAKE CITY | UT | 84123 | 501C3 | GENERAL | $3,500 |
| AMERICAN RED CROSS | ||||||
| 2955 HARRISON BLVD SUITE 204 | OGDEN | UT | 84403 | 501C3 | GENERAL | $10,000 |
| ARTHRITIS FOUNDATION | ||||||
| 3650 NORTH UNIVERSITY AVE | PROVO | UT | 84604 | 501C3 | GENERAL | $2,500 |
| ASSISTANCE LEAGUE OF SALT LAKE CITY | ||||||
| PO BOX 9353 | SALT LAKE CITY | UT | 84109 | 501C3 | GENERAL | $3,000 |
| 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 |
| BEST FRIENDS ANIMAL SOCIETY | ||||||
| 5001 ANGEL CANYON ROAD | KANAB | UT | 84741 | 501C3 | GENERAL | $7,500 |
| BIG BROTHERS BIG SISTERS OF UTAH | ||||||
| 151 EAST 5600 SOUTH SUITE 200 | SALT LAKE CITY | UT | 84107 | 501C3 | GENERAL | $5,000 |
| BOYS GIRLS CLUBS OF SOUTH VALLEY | ||||||
| PO BOX 57071 | SALT LAKE CITY | UT | 84157 | 501C3 | GENERAL | $2,500 |
| 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 | $5,000 |
| COMMUNITY FOUNDATION OF UTAH | ||||||
| 423 WEST 800 SOUTH | SALT LAKE CITY | UT | 84101 | 501C3 | GENERAL | $7,000 |
| CROSSROADS URBAN CENTER | ||||||
| 347 SOUTH 400 EAST | SALT LAKE CITY | UT | 84111 | 501C3 | GENERAL | $7,500 |
| ECCLES COMMUNITY ART CENTER | ||||||
| 2580 ECCLES AVENUE | OGDEN | UT | 84401 | 501C3 | GENERAL | $10,000 |
| FAMILY COUNSELING SERVICE OF UTAH | ||||||
| 3518 WASHINGTON BLVD | OGDEN | UT | 84403 | 501C3 | GENERAL | $7,500 |
| 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 | $6,000 |
| TRACY AVIARY | ||||||
| 589 EAST 1300 SOUTH | SALT LAKE CITY | UT | 84105 | 501C3 | GENERAL | $3,500 |
| GIVE ME A CHANCE | ||||||
| 2913 GRANT AVE | OGDEN | UT | 84401 | 501C3 | GENERAL | $2,500 |
| GUADALUPE SCHOOL | ||||||
| 340 SOUTH 1040 EAST | SALT LAKE CITY | UT | 84104 | 501C3 | GENERAL | $5,000 |
| HOUSE OF HOPE | ||||||
| 857 EAST 200 SOUTH | SALT LAKE CITY | UT | 84102 | 501C3 | GENERAL | $5,000 |
| INTERMOUNTAIN SPECIALIZED ABUSE TRE | ||||||
| 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 | $3,500 |
| JUNIOR LEAGUE OF SALT LAKE CITY | ||||||
| 526 EAST 300 SOUTH | SALT LAKE CITY | UT | 84102 | 501C3 | GENERAL | $7,500 |
| KOSTOPULOS DREAM FOUNDATION | ||||||
| 2500 EMMIGRATION CANYON | SALT LAKE CITY | UT | 84108 | 501C3 | GENERAL | $7,500 |
| MALIHEH FREE CLINIC | ||||||
| 415 EAST 3900 SOUTH | SALT LAKE CITY | UT | 84107 | 501C3 | GENERAL | $5,000 |
| MIDTOWN COMMUNITY HEALTH CENTER | ||||||
| 2240 ADAMS AVENUE | OGDEN | UT | 84401 | 501C3 | GENERAL | $5,000 |
| NEIGHBORHOOD HOUSE | ||||||
| 1050 WEST 500 SOUTH | SALT LAKE CITY | UT | 84104 | 501C3 | GENERAL | $6,000 |
| OGDEN SCHOOL FOUNDATION | ||||||
| 1950 MONROE BLVD | OGDEN | UT | 84401 | 501C3 | GENERAL | $12,500 |
| ODGEN SYMPHONY BALLET ASSOCIATION | ||||||
| 638 26TH STREET | OGDEN | UT | 84401 | 501C3 | GENERAL | $7,500 |
| PLANNED PARENTHOOD ASSOCIATION | ||||||
| 654 SOUTH 900 EAST | SALT LAKE CITY | UT | 84102 | 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 |
| SALT LAKE ACTING COMPANY | ||||||
| 168 WEST 500 NORTH | SALT LAKE CITY | UT | 84105 | 501C3 | GENERAL | $5,000 |
| SALT LAKE DONATED DENTAL SERVICES | ||||||
| 1383 SOUTH 900 WEST | SALT LAKE CITY | UT | 84104 | 501C3 | GENERAL | $5,000 |
| SPY HOP PRODUCTIONS | ||||||
| 511 WEST 200 SOUTH SUITE 100 | SALT LAKE CITY | UT | 84101 | 501C3 | GENERAL | $7,500 |
| THE ROAD HOME | ||||||
| 210 SOUTH RIO GRANDE STREET | SALT LAKE CITY | UT | 84101 | 501C3 | GENERAL | $6,000 |
| TREEHOUSE CHILDREN'S MUSEUM | ||||||
| 347 EAST 22ND ST | OGDEN | UT | 84401 | 501C3 | GENERAL | $5,000 |
| UTAH COUNCIL OF THE BLIND | ||||||
| PO BOX 1415 | BOUNTIFUL | UT | 84011 | 501C3 | GENERAL | $2,000 |
| UTAH FOOD BANK SERVICES | ||||||
| 3150 SOUTH 900 WEST | SALT LAKE CITY | UT | 84119 | 501C3 | GENERAL | $5,000 |
| 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 | $6,800 |
| WASATCH HOMELESS HEALTH CARE | ||||||
| 404 SOUTH 400 WEST | SALT LAKE CITY | UT | 84101 | 501C3 | GENERAL | $7,500 |
| WEST RIDGE ACADEMY | ||||||
| 5500 BAGLEY PARK ROAD | WEST JORDAN | UT | 84081 | 501C3 | GENERAL | $2,500 |
| WEBER HUMAN SERVICES FOUNDATION | ||||||
| 237 26TH STREET | OGDEN | UT | 84401 | 501C3 | GENERAL | $2,500 |
| ASSOCIATION OF SMALL FOUNDATIONS | ||||||
| 1720 NORTH STREET NW | WASHINGTON | DC | 20036 | 501C3 | GENERAL | $1,000 |
| WEBER STATE UNIVERSITY | ||||||
| 4018 UNIVERSITY CIRCLE | OGDEN | UT | 84408 | 501C3 | GENERAL | $50,000 |
| YOUR COMMUNITY CONNECTION OF OGDEN | ||||||
| 2261 ADAMS AVE | OGDEN | UT | 84401 | 501C3 | GENERAL | $25,000 |
| AMERICAN LUNG ASSOCIATION OF SOUTHW | ||||||
| 1930 S 1100 E | SALT LAKE CITY | UT | 84106 | 501C3 | GENERAL | $10,000 |
| UTAH CENTER FOR ADV NEUROSCIENCE LE | ||||||
| 1231 E 6600 S | SALT LAKE CITY | UT | 84121 | 501C3 | GENERAL | $5,000 |
| YCC OF OGDEN NORTHERN UTAH | ||||||
| 2261 ADAMS AVE | OGDEN | UT | 84401 | 501C3 | GENERAL | $35,000 |
| BRIGHAM YOUNG UNIVERSITY MOA | ||||||
| 474 MOA NORTH CAMPUS DRIVE | PROVO | UT | 84602 | 501C3 | GENERAL | $5,000 |
| INTERMOUNTAIN HEALING HEARTS | ||||||
| PO BOX 581306 | SALT LAKE CITY | UT | 84158 | 501C3 | GENERAL | $1,500 |
| PARK CITY PERFORMING ARTS FOUNDATIO | ||||||
| PO BOX 1297 | PARK CITY | UT | 84060 | 501C3 | GENERAL | $2,500 |
| TROUT UNLIMITED | ||||||
| PO BOX 7400 | WOOLY BUGGER | WV | 25438 | 501C3 | GENERAL | $20,000 |
| UNITED WAY OF NORTHERN UTAH | ||||||
| 2955 HARRISON BLVD | OGDEN | UT | 84401 | 501C3 | GENERAL | $5,000 |
| UNIVERSITY OF UTAH - SCHOOL OF MEDI | ||||||
| 1645 EAST CAMPUS CENTER DRIVE | SALT LAKE CITY | UT | 84112 | 501C3 | GENERAL | $50,000 |
| UT CULTURAL CELEBRATION CENTER FOUN | ||||||
| 3600 CONSTITUTION BLVD | WEST VALLEY CITY | UT | 84119 | 501C3 | GENERAL | $2,500 |
| AEROSPACE HERITAGE FOUNDATION OF UT | ||||||
| PO BOX 612 | ROY | UT | 84067 | 501C3 | GENERAL | $10,000 |
| ART SPACE | ||||||
| 230 SOUTH 500 WEST | SALT LAKE CITY | UT | 84101 | 501C3 | GENERAL | $10,000 |
| NATIONAL ALLIANCE ON MENTAL HEALTH | ||||||
| 1500 W 2200 S | WEST VALLEY CITY | UT | 84119 | 501C3 | GENERAL | $5,000 |
| THE NATURE CONSERVANCY | ||||||
| 559 E SOUTH TEMPLE | SALT LAKE CITY | UT | 84102 | 501C3 | GENERAL | $100,000 |
| UNIVERSITY OF UTAH | ||||||
| 1645 EAST CAMPUS DRIVE | SALT LAKE CITY | UT | 84112 | 501C3 | GENERAL | $13,040 |
| UNION STATION FOUNDATION | ||||||
| 2501 WALL AVENUE | OGDEN | UT | 84401 | 501C3 | GENERAL | $2,500 |
| FORT DOUGLAS MILITARY MUSEUM ASSOCI | ||||||
| 32 POTTER STREET | FORT DOUGLAS | UT | 84113 | 501C3 | GENERAL | $25,000 |
| NATIONAL ABILITY CENTER | ||||||
| 1000 ABILITY WAY | PARK CITY | UT | 84060 | 501C3 | GENERAL | $6,000 |
| ODYSSEY HOUSE OF UTAH | ||||||
| 344 EAST 100 SOUTH | SALT LAKE CITY | UT | 84111 | 501C3 | GENERAL | $6,000 |
| PEOPLE HELPING PEOPLE | ||||||
| 205 N 400 WEST | SALT LAKE CITY | UT | 84103 | 501C3 | GENERAL | $2,500 |
| SALT LAKE MUSIC SCHOOL FOUNDATION | ||||||
| 2599 EAST CAPRICORN WAY | SALT LAKE CITY | UT | 84124 | 501C3 | GENERAL | $2,500 |
| 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 |
| ST ANNES CENTER | ||||||
| 137 W BINFORD ST | OGDEN | UT | 84401 | 501C3 | GENERAL | $2,500 |
| THE CHILDREN'S CENTER | ||||||
| 350 SOUTH 400 EAST | SALT LAKE CITY | UT | 84111 | 501C3 | GENERAL | $10,000 |
| UTAH NONPROFITS ASSOCIATION | ||||||
| 231 EAST 400 SOUTH | SALT LAKE CITY | UT | 84111 | 501C3 | GENERAL | $2,500 |
| VALLEY MENTAL HEALTH FOUNDATION | ||||||
| 1020 MAIN ST | SLAT LAKE CITY | UT | 84111 | 501C3 | GENERAL | $5,000 |
| WASATCH COMMUNITY GARDENS | ||||||
| 824 400 W | SALT LAKE CITY | UT | 84101 | 501C3 | GENERAL | $3,000 |
| WILD UTAH PROJECTS | ||||||
| 824 S 400 W | SALT LAKE CITY | UT | 84101 | 501C3 | GENERAL | $2,500 |
| ALLIANCE FOR A BETTER UTAH | ||||||
| PO BOX 521847 | SALT LAKE CITY | UT | 84152 | 501C3 | GENERAL | $5,000 |
| ALLIANCE HOUSE | ||||||
| 1724 MAIN ST | SALT LAKE CITY | UT | 84115 | 501C3 | GENERAL | $5,000 |
| ARTSPACE | ||||||
| 230 SOUTH 500 WEST | SLAT LAKE CITY | UT | 84101 | 501C3 | GENERAL | $10,000 |
| DISCOVERY GATEWAY | ||||||
| 444 100 S | 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 | $3,000 |
| COMMUNITY NURSING SERVICES | ||||||
| 2830 S REDWOOD RD | WEST VALLEY CITY | UT | 84119 | 501C3 | GENERAL | $5,000 |
| CRAFT LAKE CITY | ||||||
| 351 PIERPONT AVE | SALT LAKE CITY | UT | 84101 | 501C3 | GENERAL | $1,500 |
| EYE CARE FOR KIDS FOUNDATION | ||||||
| 6911 SOUTH STATE STREET | SALT LAKE CITY | UT | 84047 | 501C3 | GENERAL | $6,000 |
| HELPING HAND ASSOCIATION | ||||||
| 974 S TEMPLE | SALT LAKE CITY | UT | 84102 | 501C3 | GENERAL | $7,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,719,223 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $750,702 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,022,433 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,622,990 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,396,125 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,396,125 | 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 | CategoryTxt |
| Amt | $11,705 | Amt |
| Net Investment Income | $0 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MORGAN STANLEY - 13146 | BondNm |
| EOY Book Value | $7,848,744 | EOYBookValueAmt |
| EOYFMV | $8,061,899 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MORGAN STANLEY - 13129 | $4,398,610 | $4,722,452 |
| MORGAN STANLEY - 13134 | $2,334,324 | $2,314,701 |
| MORGAN STANLEY - 13137 | $11,607,333 | $16,377,936 |
| MORGAN STANLEY - 13139 | $3,258 | $3,258 |
| MORGAN STANLEY - 13142 | $4,325,671 | $4,268,213 |
| MORGAN STANLEY - 13543 | $8,735,569 | $8,859,808 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (256 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MORGAN STANLEY - 13131 | FMV | $1,004,056 | $1,003,882 |
| MORGAN STANLEY - 13132 | FMV | $5,805,440 | $8,466,476 |
| MORGAN STANLEY - 13136 | FMV | $364,364 | $370,382 |
| MORGAN STANLEY - 13143 | FMV | $249,208 | $605,552 |
| MORGAN STANLEY - 13145 | FMV | $201,336 | $459,424 |
| MORGAN STANLEY - 13213 | FMV | $81,260 | $86,573 |
| MORGAN STANLEY - 51011 | FMV | $1,628,463 | $1,561,542 |
| MORGAN STANLEY - 13127 | FMV | ||
| ADOBE SYSTEMS INC | AT COST | ||
| ALTRIA GROUP INC | AT COST | ||
| AMGEN INC | AT COST | ||
| AT&T INC | AT COST | ||
| BRISTOL MYERS SQUIBB CO DTD | AT COST | ||
| BURLINGTON NORTH SANTA FE | AT COST | ||
| DIRECTV HOLDINGS/FING | AT COST | ||
| ELI LILY & CO | AT COST | ||
| GOLDMAN SACHS GROUP INC | AT COST | ||
| HEWLETT-PACKARD CO | AT COST | ||
| HSBC BANK USA NA | AT COST | ||
| JPMORGAN CHASE & CO | AT COST | ||
| LIFE TECHNOLOGIES CORP | AT COST | ||
| MANITOBA (PROVINCE OF) | AT COST | ||
| MANULIFE FINANCIAL CORP | AT COST | ||
| NASDAQ OMX GROUP | AT COST | ||
| NOVA SCOTIA PROVINCE | AT COST | ||
| PEPSICO INC | AT COST | ||
| PHILIP MORRIS INTL INC | AT COST | ||
| POTASH CORP-SASKATCHEWAN | AT COST | ||
| STRYKER CORP | AT COST | ||
| TIME WARNER CABLE INC | AT COST | ||
| VALE INCO LTD | AT COST | ||
| VERIZON COMMUNICATIONS | AT COST | ||
| VODAFONE GROUP PLC NEW | AT COST | ||
| AMGEN INC | AT COST | ||
| APPLE INC | AT COST | ||
| B/E AEROSPACE. INC. | AT COST | ||
| BIOGEN IDEC INC | AT COST | ||
| BLACKROCK INC | AT COST | ||
| BRISTOW GROUP INC | AT COST | ||
| CAPITAL ONE FINANCIAL CORP | AT COST | ||
| CHEVRON CORP | AT COST | ||
| CIGNA CORP | AT COST | ||
| COMCAST CORP CLASS A | AT COST | ||
| CVS/CAREMARK CORPORATION | AT COST | ||
| DISCOVERY COMMUNICATIONS INC | AT COST | ||
| DOLLAR TREE INC | AT COST | ||
| EXXON MOBIL CORPORATION | AT COST | ||
| IAC/INTERACTIVECORP | AT COST | ||
| JARDEN CORP | AT COST | ||
| JPMORGAN CHASE & CO | AT COST | ||
| MASTERCARD INC | AT COST | ||
| MCKESSON CORP | AT COST | ||
| NORTHROP GRUMMAN CORP | AT COST | ||
| PHILIP MORRIS INTERNATIONAL IN | AT COST | ||
| PHILLIPS 66 | AT COST | ||
| POWERSHARES DB COMMODITY INDEX | AT COST | ||
| STARBUCKS CORP COM | AT COST | ||
| TEXAS CAP BANCHARES INC | AT COST | ||
| YAHOO INC COM | AT COST | ||
| ACTAVIS PLC | AT COST | ||
| ADR NETEASE INC | AT COST | ||
| AGNICO EAGLE MINES LTD | AT COST | ||
| AKBANK T.A.S. | AT COST | ||
| ALLIED WORLD ASSURANCE | AT COST | ||
| AMBEV SA | AT COST | ||
| BAIDU INC | AT COST | ||
| BANCO DO BRASIL SA | AT COST | ||
| BANCO MACRO BANSUD S A | AT COST | ||
| BIDVEST GROUP LIMITED | AT COST | ||
| CHINA CONSTRUCTION BANK CORPORATION | AT COST | ||
| CIELO SA | AT COST | ||
| CLICKS GROUP LTD | AT COST | ||
| CNOOC - CHINA NATIONAL OFFSHOR -ADR | AT COST | ||
| COMMERCIAL INTL BANK | AT COST | ||
| COPA HOLDINGS SA | AT COST | ||
| DPS CHINA MOBILE LIMITED ADR | AT COST | ||
| GRUPO TELEVISA, S.A. - ADR | AT COST | ||
| IMPERIAL HOLDINGS LIMITED | AT COST | ||
| KB FINANCIAL GROUP INC | AT COST | ||
| KIMBERLY-CLARK DE MEXICO S.A.B DE C. | AT COST | ||
| KOC HOLDINGS AS | AT COST | ||
| LUKOIL - ADR | AT COST | ||
| MOBILE TELESYSTEMS OJSC -ADR | AT COST | ||
| NEDBANK GROUP LTD | AT COST | ||
| ORASCOM CONSTRUCTION INDUSTRIES | AT COST | ||
| ORIFLAME COSMETICS SA | AT COST | ||
| PENTAIR, LTD. | AT COST | ||
| PHILLIPPINE LONG DISTANCE TELE -ADR | AT COST | ||
| PPC LIMITED | AT COST | ||
| PT ASTRA INTERNATIONAL TBK | AT COST | ||
| PT BANK MANDIRI | AT COST | ||
| PT SEMEN INDONESIA (PERSERO) TBK | AT COST | ||
| PT TELEKOMUNIKASI INDONESIA TB - ADR | AT COST | ||
| PT UNITED TRACTORS TBK | AT COST | ||
| PTT EXPLORATION AND PRODUCTION | AT COST | ||
| SANLAM LIMITED | AT COST | ||
| SBERBANK OF RUSSIA | AT COST | ||
| SHINHAN FINANCIAL GROUP CO. LT - ADR | AT COST | ||
| SHOPRITE HOLDINGS LIMITED | AT COST | ||
| STANDARD BANK GROUP LIMITED | AT COST | ||
| TAIWAN SEMICONDUCTOR MAUFACTU - ADR | AT COST | ||
| TIGER BRANDS LIMITED | AT COST | ||
| TURKCELL ILETSIM HIZMETLERI A. - ADR | AT COST | ||
| TYCO INTERNATIONAL LTD NEW | AT COST | ||
| VALE SA | AT COST | ||
| VOCACOM GROUP LIMITED | AT COST | ||
| WEICHAI POWER CO., LTD. | AT COST | ||
| WOOLWORTHS HOLDINGS LIMITED | AT COST | ||
| WYNN MACAU, LIMITED | AT COST | ||
| YPF SOCIEDAD ANONIMA | AT COST | ||
| OAO GAZPROM LEVEL 1 ADR PROGRAM | AT COST | ||
| ACL ALTERNATIVE FUND LTD | AT COST | ||
| MORGAN STANLEY GLOBAL SECONDARY | AT COST | ||
| MS CAPITAL PARTNERS V CAYMAN LP | AT COST | ||
| MS CREDIT PARTNERS LP | AT COST | ||
| MS OPPORTUNISTIC.LP | AT COST | ||
| ACCRUALS | AT COST | ||
| LAS VEGAS SANDS CORP | AT COST | ||
| LULULEMON ATHLETICA INC | AT COST | ||
| MERCADOLIBRE INC | AT COST | ||
| SOUTHERN COPPER CORP | AT COST | ||
| YUM BRANDS INC | AT COST | ||
| ITAU UNIBANCO BANCO HOLDING S.A. | AT COST | ||
| ACCENTURE PLC | AT COST | ||
| ADIDAS-AG | AT COST | ||
| AIA GROUP LTD-SP | AT COST | ||
| AMADEUS IT HOLDING AS | AT COST | ||
| ANHEUSER-BUSCH INBEV SPN | AT COST | ||
| ARM HOLDINGS PLC- ADR | AT COST | ||
| ASML HOLDING N.V. | AT COST | ||
| ASSA ABLOY AB | AT COST | ||
| BAIDU INC | AT COST | ||
| BANCO BILBAO VIZCAYA ARGENT -ADR | AT COST | ||
| BURBERRY GROUP PLC | AT COST | ||
| CANADIAN NATL RR CO COM | AT COST | ||
| CARNIVAL CORP | AT COST | ||
| COMPASS GROUP PLC -ADR | AT COST | ||
| DASSAULT SYSTEMES S.A. - ADR | AT COST | ||
| DEUTSCHE BANK AG REG SHS | AT COST | ||
| DPS CHINA MOBILE LIMITED ADR | AT COST | ||
| EMBRAER SA | AT COST | ||
| EXPERIAN PLC | AT COST | ||
| FANUC CORPORATION | AT COST | ||
| FRESENIUS MEDICAL CARE AG AND CO. | AT COST | ||
| HENNES & MAURITZ AB | AT COST | ||
| HONG KONG EXCHANGES AND CLEARING | AT COST | ||
| HSBC -ADR | AT COST | ||
| INDUSTRIAL AND COMMERICAL BANK OF CHINA | AT COST | ||
| ING GROEP N.V. - ADR | AT COST | ||
| INTESA SANPOLO-SPON | AT COST | ||
| JULIUS BAER GROUP LTD. | AT COST | ||
| KINDFISHER PLC - ADR | AT COST | ||
| KOMATSU LIMITED - ADR | AT COST | ||
| KONE OYJ | AT COST | ||
| KUBOTA LIMITED - ADR | AT COST | ||
| LVMH MOET HENNESSY UNSP ADR - ADR | AT COST | ||
| MICHELIN (CGDE) ADR | AT COST | ||
| MITSUBISHI UFJ FINL GROUP INC | AT COST | ||
| NESTLE S.A. REGISTERED SHARES - ADR | AT COST | ||
| NOKIA CORPORATION - ADR | AT COST | ||
| NOVARTIS AG -ADR | AT COST | ||
| NOVO NORDISK A/S -ADR | AT COST | ||
| PACIFIC RUBIALES ENERGY CORPORATION | AT COST | ||
| PEARSON PLC - ADR | AT COST | ||
| PT BANK MANDIRI | AT COST | ||
| PUBLICIS GROUPE S.A. - ADR | AT COST | ||
| RECKITT BENCKISER PLC | AT COST | ||
| ROCHE HOLDINGS LTD - ADR | AT COST | ||
| SABMILLER PLC - ADR | AT COST | ||
| SAP AG - ADR | AT COST | ||
| SCHLUMBERGER LTD | AT COST | ||
| SINA CORPORATION | AT COST | ||
| SUMITOMO MITSUI TR | AT COST | ||
| SWATCH GROUP AG | AT COST | ||
| SYNGENTA AG - ADR | AT COST | ||
| TAIWAN SEMICONDUCTOR MANUFACTU - ADR | AT COST | ||
| TATA MTRS LTD | AT COST | ||
| TENCENT HOLDINGS LIMITED | AT COST | ||
| TOYOTA MOTOR CORPORATION - ADR | AT COST | ||
| YANDEX NV | AT COST | ||
| ACCRUALS | AT COST | ||
| AKAMAI TECHNOLOGIES | AT COST | ||
| ANN INC | AT COST | ||
| AXIALL CORP | AT COST | ||
| CADENCE DESIGN SYSTEMS INC | AT COST | ||
| CARLISLE COS INC | AT COST | ||
| CAVIUM INC | AT COST | ||
| CENTENE CORP DEL | AT COST | ||
| CHART INDUSTRIES INC | AT COST | ||
| CINEMARK HOLDINGS INC | AT COST | ||
| COMERICA INC | AT COST | ||
| CUBIST PHARMACEUTICALS INC | AT COST | ||
| DRESSER-RAND GROUP INC | AT COST | ||
| EVERCORE PARTNERS INC | AT COST | ||
| FINISAR CORP | AT COST | ||
| FIRST HORIZON NATL CORP | AT COST | ||
| FORTINET INC | AT COST | ||
| FXCM INC | AT COST | ||
| GANNETT INC | AT COST | ||
| GENESSE & WYOMING INC-CL A | AT COST | ||
| GULFPORT ENERGY CORP | AT COST | ||
| HELIX ENERGY SOLUTIONS INC | AT COST | ||
| HERCULES OFFSHORE INC | AT COST | ||
| HUNTSMAN CORP | AT COST | ||
| JDS UNIPHASE CORP | AT COST | ||
| JONES LANG LASALLE INC | AT COST | ||
| KBR INC | AT COST | ||
| KIRBY CORP | AT COST | ||
| KRISPY KREME DOUGHNUTS INC | AT COST | ||
| LASALLE HOTEL PROPERTIES COM | AT COST | ||
| LEAR CORP | AT COST | ||
| LOUISANA PAC CORP | AT COST | ||
| LPL FINANCIAL HOLDINGS INC | AT COST | ||
| MEDIVATION INC | AT COST | ||
| MEDNAX INC | AT COST | ||
| MGM RESORTS INTERNATIONAL | AT COST | ||
| NEXSTAR BROADCASTING GROUP INC | AT COST | ||
| NPS PHARMACEUTICALS INC | AT COST | ||
| PENSKE AUTO GROUP INC | AT COST | ||
| PIER 1 IMPORTS INC | AT COST | ||
| PINNACLE ENTERTAINMENT INC | AT COST | ||
| PRIVATEBANCORP INC | AT COST | ||
| QLIK TECHNOLOIGES INC | AT COST | ||
| QUANTA SVCS INC COM | AT COST | ||
| REALOGY HOLDINGS CORP | AT COST | ||
| RF MICRO DEVICES INC COM | AT COST | ||
| RYLAND GROUP INC | AT COST | ||
| SCIENTIFIC GAMES CORP-A | AT COST | ||
| SINCLAIR BROADCAST GROUP INC CL A | AT COST | ||
| SMITH A O CORP CL B | AT COST | ||
| SPIRIT AIRLINES INC | AT COST | ||
| SUPERIOR ENERGY SERVICES INC | AT COST | ||
| TENET HEALTHCARE CORPORATION | AT COST | ||
| TERADYNE INC | AT COST | ||
| TEREX CORP NEW | AT COST | ||
| TESORO CORP | AT COST | ||
| THE MADISON SQUARE GARDEN COMPANY | AT COST | ||
| TRIUMPH GROUP INC NEW COM | AT COST | ||
| USG CORP COM NEW | AT COST | ||
| VANTIV INC | AT COST | ||
| VERIFONE SYSTEMS, INC. | AT COST | ||
| WHITING PETE CORP NEW | AT COST | ||
| WISDOMTREE INVESTMENTS INC | AT COST | ||
| ZIONS BANCORP | AT COST | ||
| ARCH CAPITAL GROUP LTD | AT COST | ||
| FREESCALE SEMICONDUCTOR LTD | AT COST | ||
| ICON PLC | AT COST | ||
| INTELSAT SA | AT COST | ||
| LIONS GATE ENTERTAINMENT CORP | AT COST | ||
| NORWEGIAN CRUISE LINE HOLDINGS | AT COST | ||
| ORIENT-EXPRESS HOTELS LTD | AT COST | ||
| POPULAR INC | AT COST | ||
| ROWAN COMPANIES PLC | AT COST | ||
| SCORPIO TANKERS INC | AT COST | ||
| ACCRUALS | AT COST | ||
| ROUNDING | AT COST |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ATTORNEY FEES | CategoryTxt |
| Legal Fees | $5,000 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL INCOME TAXES PAID | Desc |
| Amt | $30,325 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BROKER FEES | $230,256 | $230,256 |
| INVESTMENT MGMT FEE RECLASS | $160,203 | $160,203 |
| MISC INVESTMENT FEES | $6,604 | $6,604 |
| Miscellaneous EXPENSE | $103,915 | $103,915 |
| Postage | $232 | |
| SUPPLIES | $8,578 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $1,022,433 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $525 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Taxes Paid | CategoryTxt |
| Amt | $43,719 | Amt |
| Net Investment Income | $43,719 | NetInvestmentIncomeAmt |
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