Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
SORENSON LEGACY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)6900 SOUTH 900 EAST NO 230
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MIDVALE, UT84047
A Employer identification number

45-3240491
B Telephone number (see instructions)

(801) 461-9700
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$519,671,518J Accounting method:
MODIFIED CASH BASI
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 11,109,723 9,974,116  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 29,515,528
b Gross sales price for all assets on line 6a 29,517,180
7 Capital gain net income (from Part IV, line 2)... 29,114,810
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 0 354,311  
12 Total. Add lines 1 through 11........ 40,625,251 39,443,237  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 616,000 195,500   347,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 216,363 0   160,389
b Accounting fees (attach schedule)....... Click to see attachment 21,500 0   21,500
c Other professional fees (attach schedule).... Click to see attachment 1,743,868 1,421,499   344,442
17 Interest............... 202,662 18,053   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 35,249 34,194   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications.......... 4,716 0   4,716
23 Other expenses (attach schedule)....... Click to see attachment 46,817 421,569   45,262
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,887,175 2,090,815   923,309
25 Contributions, gifts, grants paid....... 30,296,369 30,296,369
26 Total expenses and disbursements. Add lines 24 and 25 33,183,544 2,090,815   31,219,678
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 7,441,707
b Net investment income (if negative, enter -0-) 37,352,422
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 148,413 168,363 168,363
2 Savings and temporary cash investments......... 7,743,131 13,132,646 13,132,646
3 Accounts receivable bullet268,194
Less: allowance for doubtful accounts bullet     268,194 268,194
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)..... 7,511,116 5,095,683 5,095,683
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 20,024 19,278 19,278
10a Investments—U.S. and state government obligations (attach schedule) 20,964,349 Click to see attachment29,454,843 29,454,843
b Investments—corporate stock (attach schedule)....... 369,162,007 Click to see attachment317,783,208 317,783,208
c Investments—corporate bonds (attach schedule)....... 28,610,184 Click to see attachment19,329,203 19,329,203
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 131,483,850 Click to see attachment126,233,850 134,420,100
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 565,643,074 511,485,268 519,671,518
Liabilities 17 Accounts payable and accrued expenses.......... 139,844 88,526
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)...... 7,532,484 5,132,289
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 7,672,328 5,220,815
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 583,698,151 524,550,151
29 Retained earnings, accumulated income, endowment, or other funds -25,727,405 -18,285,698
30 Total net assets or fund balances (see instructions)..... 557,970,746 506,264,453
31 Total liabilities and net assets/fund balances (see instructions). 565,643,074 511,485,268
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
557,970,746
2
Enter amount from Part I, line 27a .....................
2
7,441,707
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
565,412,453
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
59,148,000
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
506,264,453
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a CAPITAL GAINS P 2017-01-01 2018-12-31
b KABOUTER P 2018-01-01 2018-12-31
c REIHDE P 2017-01-01 2018-12-31
d LS REAL ESTATE IV P 2017-01-01 2018-12-31
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 29,515,528     29,515,528
b     123,892 -123,892
c     278,478 -278,478
d 1,652     1,652
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       29,515,528
b       -123,892
c       -278,478
d       1,652
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 29,114,810
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 28,069,486 538,765,916 0.052100
2016 36,007,498 583,309,671 0.061730
2015 33,015,778 620,405,209 0.053216
2014 33,226,530 647,202,824 0.051339
2013 30,701,104 634,246,714 0.048406
2
Total of line 1, column (d) .....................
2
0.266791
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.053358
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
551,423,522
5
Multiply line 4 by line 3......................
5
29,422,856
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
373,524
7
Add lines 5 and 6........................
7
29,796,380
8
Enter qualifying distributions from Part XII, line 4,.............
8
31,219,678
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 373,524
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 373,524
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 373,524
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 656,055
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 656,055
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 282,531
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet282,531 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletUT
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
    Yes
     
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletSORENSONLEGACYFOUNDATION.ORG
    14
    The books are in care ofbulletTREASURER Telephone no.bullet (801) 461-9700

    Located atbullet6900 S 900 E 230MIDVALEUT ZIP+4bullet84047
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
    No
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
    Yes
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    ANN CROCKERClick to see attachment DIRECTOR
    4.00     		51,500 0 0
    6900 S 900 E SUITE 230
    MIDVALE,UT84047
    GARY CROCKER DIRECTOR
    4.00     		57,000 0 0
    6900 S 900 E SUITE 230
    MIDVALE,UT84047
    CHRISTINE HARRIS DIRECTOR
    3.00     		47,000 0 0
    6900 S 900 E SUITE 230
    MIDVALE,UT84047
    DALE HARRIS DIRECTOR
    5.00     		61,000 0 0
    6900 S 900 E SUITE 230
    MIDVALE,UT84047
    SHAUNA JOHNSON DIRECTOR
    5.00     		59,000 0 0
    6900 S 900 E SUITE 230
    MIDVALE,UT84047
    RALPH JOHNSON DIRECTOR
    6.00     		74,000 0 0
    6900 S 900 E SUITE 230
    MIDVALE,UT84047
    CAROL SMITH DIRECTOR
    5.00     		57,500 0 0
    6900 S 900 E SUITE 230
    MIDVALE,UT84047
    JOSEPH SORENSON DIRECTOR
    5.00     		63,500 0 0
    6900 S 900 E SUITE 230
    MIDVALE,UT84047
    KATHLEEN SORENSON DIRECTOR
    4.00     		53,000 0 0
    6900 S 900 E SUITE 230
    MIDVALE,UT84047
    GAIL WILLIAMSEN DIRECTOR
    3.00     		44,000 0 0
    6900 S 900 E SUITE 230
    MIDVALE,UT84047
    THOM WILLIAMSEN DIRECTOR
    3.00     		48,500 0 0
    6900 S 900 E SUITE 230
    MIDVALE,UT84047
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    SEPIO CAPITAL LLC CONSULTING 779,306
    50 CALIFORNIA STREET SUITE 3525
    SAN FRANCISCO,CA94111
    SORENSON DEVELOPMENT INC CONSULTING 385,784
    6900 S 900 E 230
    MIDVALE,UT84047
    EAGLE CAPITAL MANAGEMENT LLC CONSULTING 325,520
    499 PARK AVENUE 17TH FLOOR
    NEW YORK,NY10022
    HOLLAND & HART LEGAL 126,513
    555 17TH STREET SUITE 3200
    DENVER,CO80202
    LOOMIS SAYLES & COMPANY CONSULTING 79,897
    ONE FINANCIAL CENTER
    BOSTON,MA02111
    Total number of others receiving over $50,000 for professional services.............bullet1
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    410,263,132
    b
    Average of monthly cash balances.......................
    1b
    8,118,123
    c
    Fair market value of all other assets (see instructions)................
    1c
    141,439,580
    d
    Total (add lines 1a, b, and c).........................
    1d
    559,820,835
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    559,820,835
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    8,397,313
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    551,423,522
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    27,571,176
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    27,571,176
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    373,524
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    373,524
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    27,197,652
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    27,197,652
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    27,197,652
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    31,219,678
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    31,219,678
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    373,524
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    30,846,154
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 27,197,652
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014...... 1,242,325
    c From 2015...... 2,491,086
    d From 2016...... 7,031,154
    e From 2017...... 1,561,134
    fTotal of lines 3a through e........ 12,325,699
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 31,219,678
    a Applied to 2017, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount..... 27,197,652
    e Remaining amount distributed out of corpus 4,022,026
    5 Excess distributions carryover applied to 2018. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 16,347,725
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		16,347,725
    10 Analysis of line 9:
    a Excess from 2014.... 1,242,325
    b Excess from 2015.... 2,491,086
    c Excess from 2016.... 7,031,154
    d Excess from 2017.... 1,561,134
    e Excess from 2018.... 4,022,026
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    RALPH JOHNSON
    JOSEPH SORENSON
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    SORENSON LEGACY FOUNDATION
    6900 S 900 E SUITE 230
    MIDVALE,UT84047
    (801) 461-9700
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICANTS MAY APPLY ONLINE OR REQUEST A COPY OF THE GRANT APPLICATION IN PERSON. ALL APPLICATIONS ARE REVIEWED AND SCREENED BY THE FOUNDATION'S ADMINISTRATIVE MANAGER TO ENSURE THAT THE APPLICATION IS APPROPRIATE AND CONSISTENT WITH THE FOUNDATION'S CHARTER AND THAT THE APPLICANT IS APPROVED AND IN GOOD STANDING ACCORDING TO IRC 501(C)(3) REQUIREMENTS. AFTER THIS EVALUATION, CHARITABLE CONTRIBUTIONS AND GRANT APPLICATIONS MAY BE APPROVED BY A MAJORITY VOTE OF A QUORUM OF THE BOARD OF DIRECTORS. GRANT APPLICATIONS ARE REVIEWED BY THE BOARD OF DIRECTORS ON A QUARTERLY BASIS.
    cAny submission deadlines:
    FIRST DAY OF THE MONTH PRIOR TO THE CALENDAR QUARTER.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    APPLICATIONS MUST COMPLY WITH THE FOUNDATION'S POLICIES AND PROCEDURES.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ABILITY FOUNDATION
    5236 GREENPINE DRIVE
    SALT LAKE CITY,UT84123     		NONE PC GENERAL CHARITABLE PURPOSES 15,000
    AFRICA HELP LINE SOCIETY INC
    8916 S 4420 W
    WEST JORDAN,UT84088     		NONE PC GENERAL CHARITABLE PURPOSES 21,000
    ALLIANCE HOUSE
    1724 S MAIN ST
    SALT LAKE CITY,UT84115     		NONE PC GENERAL CHARITABLE PURPOSES 40,000
    ALPINE SCHOOL DISTRICT
    575 N 100 E
    AMERICAN FORK,UT84003     		NONE PC GENERAL CHARITABLE PURPOSES 15,000
    AMAR INTERNATIONAL
    1616 H STREET NW SUITE 105
    WASHINGTON,DC20006     		NONE PC GENERAL CHARITABLE PURPOSES 15,000
    AMERICAN CANCER SOCIETY
    941 E 3300 S
    SALT LAKE CITY,UT84106     		NONE PC GENERAL CHARITABLE PURPOSES 25,000
    AMERICAN FESTIVAL CHORUS & ORCHESTRA
    4060 OLD MAIN HILL
    LOGAN,UT84322     		NONE PC GENERAL CHARITABLE PURPOSES 37,500
    AMERICAN HEART ASSOCIATION
    465 S 400 E SUITE 110
    SALT LAKE CITY,UT84111     		NONE PC GENERAL CHARITABLE PURPOSES 15,000
    AMERICAN INDIAN SERVICES
    1902 NORTH CANYON ROAD SUITE 100
    PROVO,UT84604     		NONE PC GENERAL CHARITABLE PURPOSES 53,000
    AMERICAN RED CROSS
    555 E 300 S SUITE 200
    SALT LAKE CITY,UT84102     		NONE PC GENERAL CHARITABLE PURPOSES 50,000
    ANASAZI FOUNDATION
    1424 S STAPLEY DRIVE
    MESA,AZ85204     		NONE PC GENERAL CHARITABLE PURPOSES 25,000
    AND JUSTICE FOR ALL
    205 N 400 W
    SALT LAKE CITY,UT84103     		NONE PC GENERAL CHARITABLE PURPOSES 15,000
    ANTI-BULLYING COALITION
    9350 S 150 E 580
    SANDY,UT84070     		NONE PC GENERAL CHARITABLE PURPOSES 20,000
    APPLIED TECHNOLOGY FOUNDATION
    508 E SOUTH TEMPLE A45
    SALT LAKE CITY,UT84102     		NONE PC GENERAL CHARITABLE PURPOSES 10,000
    ART ACCESS
    230 S 500 W 125
    SALT LAKE CITY,UT84101     		NONE PC GENERAL CHARITABLE PURPOSES 15,000
    ARTHRITIS FOUNDATION
    4424 S 700 E SUITE 180
    SALT LAKE CITY,UT84107     		NONE PC GENERAL CHARITABLE PURPOSES 10,000
    ARTISTIC RESOURCES FOR TEACHERS & STUDENTS
    4001 S 700 E
    SALT LAKE CITY,UT84107     		NONE PC GENERAL CHARITABLE PURPOSES 10,000
    ARTS-KIDS
    PO BOX 980365
    PARK CITY,UT84098     		NONE PC GENERAL CHARITABLE PURPOSES 24,000
    ASIAN ASSOCIATION OF UTAH
    1588 S MAJOR STREET
    SALT LAKE CITY,UT84115     		NONE PC GENERAL CHARITABLE PURPOSES 55,000
    ASSISTANCE LEAGUE OF SALT LAKE
    PO BOX 9353
    SALT LAKE CITY,UT84109     		NONE PC GENERAL CHARITABLE PURPOSES 15,000
    BALLET WEST
    50 W 200 S STE B129
    SALT LAKE CITY,UT84101     		NONE PC GENERAL CHARITABLE PURPOSES 50,000
    BIG BROTHERS-BIG SISTERS OF UTAH
    151 E 5600 S SUITE 200
    MURRAY,UT84107     		NONE PC GENERAL CHARITABLE PURPOSES 15,000
    BOX ELDER COMMUNITY PANTRY
    PO BOX 22
    BRIGHAM CITY,UT84302     		NONE PC GENERAL CHARITABLE PURPOSES 25,000
    BOYS AND GIRLS CLUB OF NORTHERN UTAH
    641 E 200 N 2
    BRIGHAM CITY,UT84302     		NONE PC GENERAL CHARITABLE PURPOSES 18,000
    BOYS AND GIRLS CLUBS OF GREATER SALT LAKE
    PO BOX 57071
    MURRAY,UT84157     		NONE PC GENERAL CHARITABLE PURPOSES 70,000
    BRENT AND CHERI ANDRUS CHARITABLE TRUST
    15 SANDSTONE COVE
    PARK CITY,UT84060     		NONE PF GENERAL CHARITABLE PURPOSES 180,000
    BRIDGERLAND COMMUNITY ICE ARENA (ECCLES ICE)
    2825 N 200 E
    LOGAN,UT84341     		NONE PC GENERAL CHARITABLE PURPOSES 9,500
    BRIGHAM YOUNG UNIVERSITY
    B-72
    PROVO,UT84604     		NONE PC GENERAL CHARITABLE PURPOSES 632,500
    BRIGHAM YOUNG UNIVERSITY - HAWAII
    52-220 KULANUI STREET
    LAIE,HI96762     		NONE PC GENERAL CHARITABLE PURPOSES 1,000,000
    BUILDING YOUTH AROUND THE WORLD
    198 E 4500 S
    MURRAY,UT84107     		NONE PC GENERAL CHARITABLE PURPOSES 10,000
    CACHE VALLEY COWBOY RENDEZVOUS
    60 W CANYON ROAD
    PARADISE,UT84328     		NONE PC GENERAL CHARITABLE PURPOSES 15,000
    CANARY GARDEN
    43 N 100 E
    AMERICAN FORK,UT84003     		NONE PC GENERAL CHARITABLE PURPOSES 10,000
    CANYON CREEK WOMEN'S CRISIS CENTER
    95 N MAIN STREET 22
    CEDAR CITY,UT84720     		NONE PC GENERAL CHARITABLE PURPOSES 32,500
    CAUSE FOR HOPE FOUNDATION INC
    10421 S JORDAN GATEWAY 600
    SOUTH JORDAN,UT84095     		NONE PC GENERAL CHARITABLE PURPOSES 100,000
    CHABAD LUBAVITCH OF UTAH
    1760 S 1100 E
    SALT LAKE CITY,UT84105     		NONE PC GENERAL CHARITABLE PURPOSES 18,600
    CHILD AND FAMILY SUPPORT CENTER
    380 W 400 N
    LOGAN,UT84341     		NONE PC GENERAL CHARITABLE PURPOSES 25,000
    CHILDREN'S CENTER
    350 S 400 E
    SALT LAKE CITY,UT84111     		NONE PC GENERAL CHARITABLE PURPOSES 50,000
    CHILDREN'S SERVICE SOCIETY OF UTAH
    124 S 400 E 400
    SALT LAKE CITY,UT84111     		NONE PC GENERAL CHARITABLE PURPOSES 100,000
    CHORAL ARTS SOCIETY OF UTAH
    PO BOX 2623
    SALT LAKE CITY,UT84110     		NONE PC GENERAL CHARITABLE PURPOSES 15,000
    CHRISTMAS BOX INTERNATIONAL
    3660 S WEST TEMPLE
    SALT LAKE CITY,UT84115     		NONE PC GENERAL CHARITABLE PURPOSES 25,000
    THE CHURCH OF JESUS CHRIST OF LATER DAY SAINTS
    50 E SOUTH TEMPLE
    SALT LAKE CITY,UT84150     		NONE PC GENERAL CHARITABLE PURPOSES 450,000
    COMMUNITY DEVELOPMENT CORPORATION
    501 E 1700 S
    SALT LAKE CITY,UT84105     		NONE PC GENERAL CHARITABLE PURPOSES 40,000
    COMMUNITY NURSING SERVICES
    2830 S REDWOOD ROAD
    WEST VALLEY CITY,UT84119     		NONE PC GENERAL CHARITABLE PURPOSES 50,000
    CROSSROADS URBAN CENTER
    347 S 400 E
    SALT LAKE CITY,UT84111     		NONE PC GENERAL CHARITABLE PURPOSES 25,000
    DALE B HULL FOUNDATION FOR NEUROLOGICAL REHAB (NEUROWORX)
    10376 S JORDAN GATEWAY
    SOUTH JORDAN,UT84095     		NONE PC GENERAL CHARITABLE PURPOSES 550,000
    DAVIS PERFORMING ARTS ASSOCIATION
    525 N 400 W
    CENTERVILLE,UT84014     		NONE PC GENERAL CHARITABLE PURPOSES 5,000
    DISCOVERY GATEWAY CHILDREN'S MUSEUM
    444 W 100 S
    SALT LAKE CITY,UT84101     		NONE PC GENERAL CHARITABLE PURPOSES 10,000
    DOCTORS WITHOUT BORDERS
    333 7TH AVENUE 2ND FLOOR
    NEW YORK,NY21741     		NONE PC GENERAL CHARITABLE PURPOSES 120,000
    EDIFICATION THROUGH MEDIA FOUNDATION
    370 E 1250 N
    OREM,UT84057     		NONE PC GENERAL CHARITABLE PURPOSES 10,000
    ELIZABETH ACADEMY
    1916 LAKEWOOD DRIVE
    SALT LAKE CITY,UT84117     		NONE PC GENERAL CHARITABLE PURPOSES 4,040,620
    ENGLISH LANGUAGE CENTER OF CACHE CO
    1544 N 200 W
    LOGAN,UT84341     		NONE PC GENERAL CHARITABLE PURPOSES 20,000
    ENGLISH SKILLS LEARNING CENTER
    4444 S 700 E SUITE 100
    SALT LAKE CITY,UT84103     		NONE PC GENERAL CHARITABLE PURPOSES 35,000
    ENTRAIDE US INC
    852 E NORTHCLIFFE DRIVE
    SALT LAKE CITY,UT84103     		NONE PC GENERAL CHARITABLE PURPOSES 65,000
    EPICENTER
    PO BOX 444
    GREEN RIVER,UT84525     		NONE PC GENERAL CHARITABLE PURPOSES 45,000
    EXCELLENCE IN THE COMMUNITY
    10073 STONE WALL COURT
    SANDY,UT84092     		NONE PC GENERAL CHARITABLE PURPOSES 35,000
    FAMILY COUNSELING CENTER
    3518 WASHINGTON BLVD
    OGDEN,UT84403     		NONE PC GENERAL CHARITABLE PURPOSES 25,000
    FAMILY PROMISE
    71 SUMMIT AVENUE
    SUMMIT,NJ07901     		NONE PC GENERAL CHARITABLE PURPOSES 5,000
    FAMILY SUPPORT CENTER OF SW UTAH
    751 S 300 E
    CEDAR CITY,UT84720     		NONE PC GENERAL CHARITABLE PURPOSES 20,000
    FAMILY SUPPORT CENTER OF WASHINGTON COUNTY
    310 W 200 N
    ST GEORGE,UT84770     		NONE PC GENERAL CHARITABLE PURPOSES 8,000
    FIRST STEP HOUSE INC
    411 GRANT STREET
    SALT LAKE CITY,UT84116     		NONE PC GENERAL CHARITABLE PURPOSES 30,000
    FIT TO RECOVER INC
    789 W 1390 S
    SALT LAKE CITY,UT84104     		NONE PC GENERAL CHARITABLE PURPOSES 20,000
    FOUR CORNERS SCHOOL OF OUTDOOR EDUCATION
    PO BOX 1029
    MONTICELLO,UT84535     		NONE PC GENERAL CHARITABLE PURPOSES 35,000
    FREE WHEELCHAIR MISSION
    15279 ALTON PARKWAY 300
    IRVINE,CA92618     		NONE PC GENERAL CHARITABLE PURPOSES 38,943
    FREEDOMWORKS FOUNDATION
    400 N CAPITOL STREET NW SUITE 765
    WASHINGTON,DC20001     		NONE PC GENERAL CHARITABLE PURPOSES 5,997
    FRIENDS FOR SIGHT
    661 S 200 E
    SALT LAKE CITY,UT84111     		NONE PC GENERAL CHARITABLE PURPOSES 10,000
    FRIENDS OF ARCHES AND CANYONLANDS PARKS
    2282 S WEST RESOURCE BLVD
    MOAB,UT84534     		NONE PC GENERAL CHARITABLE PURPOSES 7,500
    FRIENDS OF THE COALITION
    299 E 900 S
    PROVO,UT84606     		NONE PC GENERAL CHARITABLE PURPOSES 125,000
    FRIENDS OF THE GREEN RIVER
    PO BOX 191
    GREEN RIVER,UT84525     		NONE PC GENERAL CHARITABLE PURPOSES 30,000
    GOLDEN SPIKE TREATMENT RANCH INC
    1537 W SAXON CIRCLE
    SPRINGVILLE,UT84663     		NONE PC GENERAL CHARITABLE PURPOSES 20,000
    GRACEHOUSE CHILDREN'S PROJECT
    765 S SKYLAKE DRIVE
    WOODLAND HILLS,UT84653     		NONE PC GENERAL CHARITABLE PURPOSES 25,000
    GRANITE EDUCATION FOUNDATION
    2500 S STATE STREET
    SALT LAKE CITY,UT84115     		NONE PC GENERAL CHARITABLE PURPOSES 15,000
    GREEN RIVER CHEER ASSOCIATION
    PO BOX 295
    GREEN RIVER,UT84525     		NONE PC GENERAL CHARITABLE PURPOSES 30,000
    HABITAT FOR HUMANITY OF CASTLE COUNTRY
    PO BOX 724
    PRICE,UT84501     		NONE PC GENERAL CHARITABLE PURPOSES 42,000
    HABITAT FOR HUMANITY OF WEBER AND DAVIS COUNTY
    2955 HARRISON BLVD SUITE 202
    OGDEN,UT84403     		NONE PC GENERAL CHARITABLE PURPOSES 45,000
    HABITAT OF HUMANITY OF SOUTHWEST UTAH
    835 S BLUFF STREET
    ST GEORGE,UT84770     		NONE PC GENERAL CHARITABLE PURPOSES 45,000
    HANDS OF MAN INC
    10067 N WILLOW CT
    CEDAR HILLS,UT84062     		NONE PC GENERAL CHARITABLE PURPOSES 70,000
    HAPPY FACTORY INC
    896 N 2175 CIRCLE
    CEDAR CITY,UT84721     		NONE PC GENERAL CHARITABLE PURPOSES 5,000
    HEALING THE CHILDREN
    4142 W 105TH WAY
    WESTMINSTER,CO80031     		NONE PC GENERAL CHARITABLE PURPOSES 20,000
    HEART & SOUL
    PO BOX 526142
    SALT LAKE CITY,UT84152     		NONE PC GENERAL CHARITABLE PURPOSES 20,000
    HELPING HAND ASSOCIATION INC
    974 E SOUTH TEMPLE
    SALT LAKE CITY,UT84102     		NONE PC GENERAL CHARITABLE PURPOSES 10,000
    HERITAGE FOUNDATION
    214 MASSACHUSETTS AVE NE
    WASHINGTON,DC20003     		NONE PC GENERAL CHARITABLE PURPOSES 100,000
    HOLDING OUT HELP
    748 E PIONEER ROAD
    DRAPER,UT84020     		NONE PC GENERAL CHARITABLE PURPOSES 23,000
    HOLE ON THE ROCK FOUNDATION
    1345 MEADOWLARK ROAD
    OREM,UT84097     		NONE PC GENERAL CHARITABLE PURPOSES 100,000
    INDEPENDENT FEATURE PROJECT INC
    561 N 700 W
    PROVO,UT84601     		NONE PC GENERAL CHARITABLE PURPOSES 15,000
    INDIGENOUS INTERNATIONAL
    153 E 600 N
    PROVO,UT84606     		NONE PC GENERAL CHARITABLE PURPOSES 7,500
    INTERCOLLEGIATE STUDIES INSTITUTE
    3901 CENTERVILLE ROAD
    WILMINGTON,DE19807     		NONE PC GENERAL CHARITABLE PURPOSES 30,000
    INTERMOUNTAIN SPECIALIZED ABUSE TREATMENT
    1555 W 2200 S SUITE A
    WEST VALLEY CITY,UT84119     		NONE PC GENERAL CHARITABLE PURPOSES 20,000
    INTERMOUNTAIN THERAPY ANIMALS
    4050 S 2700 E
    SALT LAKE CITY,UT84124     		NONE PC GENERAL CHARITABLE PURPOSES 10,000
    INTERNATIONAL RESCUE COMMITTEE INC
    PO BOX 3988
    SALT LAKE CITY,UT84110     		NONE PC GENERAL CHARITABLE PURPOSES 30,000
    JEWISH FAMILY SERVICE
    1111 E BRICKYARD ROAD 218
    SALT LAKE CITY,UT84106     		NONE PC GENERAL CHARITABLE PURPOSES 25,000
    JKS FAMILY FOUNDATION
    6440 S WASATCH BLVD 105
    SALT LAKE CITY,UT84121     		NONE PF GENERAL CHARITABLE PURPOSES 2,000,000
    JUNIOR ACHIEVEMENT OF UTAH
    515 E 100 S SUITE 200
    SALT LAKE CITY,UT84102     		NONE PC GENERAL CHARITABLE PURPOSES 10,000
    KIDS ON THE MOVE INC
    475 W 260 N
    OREM,UT84057     		NONE PC GENERAL CHARITABLE PURPOSES 120,000
    KONY CHARITIES
    619 S BLUFF TOWER 1 SUITE 300
    ST GEORGE,UT84770     		NONE PC GENERAL CHARITABLE PURPOSES 10,000
    KOSTOPULOS DREAM FOUNDATION
    2500 EMIGRATION CANYON
    SALT LAKE CITY,UT84108     		NONE PC GENERAL CHARITABLE PURPOSES 70,000
    LEGACY FILMS FOUNDATION
    180 W 1950 S
    BOUNTIFUL,UT84010     		NONE PF GENERAL CHARITABLE PURPOSES 55,000
    LEGACY MUSIC ALLIANCE INC
    252 E 300 S
    SALT LAKE CITY,UT84111     		NONE PC GENERAL CHARITABLE PURPOSES 22,500
    LITTLE LAMBS FOUNDATION FOR KIDS
    1125 W 400 N 200
    LOGAN,UT84321     		NONE PC GENERAL CHARITABLE PURPOSES 5,000
    MALIHEH FREE CLINIC
    415 E 3900 S
    SOUTH SALT LAKE,UT84107     		NONE PC GENERAL CHARITABLE PURPOSES 100,000
    MANNERS GOLDEN RULE FOUNDATION
    444 E 200 S
    SALT LAKE CITY,UT84111     		NONE PC GENERAL CHARITABLE PURPOSES 12,500
    MOAB VALLEY MULTICULTURAL CENTER
    156 N 100 W
    MOAB,UT84532     		NONE PC GENERAL CHARITABLE PURPOSES 10,000
    MORNING STAR PROJECTS
    125 E 600 N
    PROVO,UT84606     		NONE PC GENERAL CHARITABLE PURPOSES 20,000
    MOUNTAINLANDS COMMUNITY HOUSING TRUST
    1960 SIDEWINDER DRIVE SUITE 107
    PARK CITY,UT84060     		NONE PC GENERAL CHARITABLE PURPOSES 10,000
    MY STORY MATTERS
    991 N 600 E
    SPRINGVILLE,UT84663     		NONE PC GENERAL CHARITABLE PURPOSES 15,000
    NATIONAL ABILITY CENTER
    1000 ABILITY WAY
    PARK CITY,UT84060     		NONE PC GENERAL CHARITABLE PURPOSES 140,000
    NATIONAL ALLIANCE MENTAL ILLNESS UTAH
    450 S 900 E SUITE 160
    SALT LAKE CITY,UT84102     		NONE PC GENERAL CHARITABLE PURPOSES 45,000
    NATIONAL CENTER ON SHAKEN BABY SYNDROME
    1433 N 1075 SUITE 110
    FARMINGTON,UT84025     		NONE PC GENERAL CHARITABLE PURPOSES 10,000
    NATIONAL INVESTORS HALL OF FAME
    3701 HIGHLAND PARK NW
    NORTH CANTON,OH44720     		NONE PC GENERAL CHARITABLE PURPOSES 11,000
    NATIONAL MULTIPLE SCLEROSIS SOCIETY
    6364 S HIGHLAND DRIVE SUITE 101
    SALT LAKE CITY,UT84121     		NONE PC GENERAL CHARITABLE PURPOSES 20,000
    NATIONAL ORGANIZATION FOR MARRIAGE
    2029 K STREET NW 300
    WASHINGTON,DC20006     		NONE PC GENERAL CHARITABLE PURPOSES 275,000
    NEEDS BEYOND MEDICINE
    PO BOX 521618
    SALT LAKE CITY,UT84152     		NONE PC GENERAL CHARITABLE PURPOSES 15,000
    NEIGHBORHOOD HOUSE ASSOCIATION
    1050 W 500 S
    SALT LAKE CITY,UT84104     		NONE PC GENERAL CHARITABLE PURPOSES 760,000
    NEIGHBORHOOD HOUSING SERVICES
    39 W 300 N
    PROVO,UT84601     		NONE PC GENERAL CHARITABLE PURPOSES 30,000
    ONE WISH WORLD
    2025 E ASHTON CIRCLE
    SALT LAKE CITY,UT84109     		NONE PC GENERAL CHARITABLE PURPOSES 20,000
    OPERATION SMILE
    PO BOX 581108
    SALT LAKE CITY,UT84158     		NONE PC GENERAL CHARITABLE PURPOSES 150,000
    OPERATION UNDERGROUND RAILROAD INC
    700 N VALLEY STREET SUITE B
    ANAHEIM,CA92801     		NONE PC GENERAL CHARITABLE PURPOSES 30,000
    OPERATION WARM INC
    6 DICKINSON DRIVE SUITE 314
    CHADDS FORD,PA19317     		NONE PC GENERAL CHARITABLE PURPOSES 15,000
    OUELESSBOUGOU ALLIANCE
    10 W 100 S 605
    SALT LAKE CITY,UT84101     		NONE PC GENERAL CHARITABLE PURPOSES 15,000
    OUR JOURNEY
    1640 W 13200 S
    RIVERTON,UT84065     		NONE PC GENERAL CHARITABLE PURPOSES 10,000
    PEOPLE HELPING PEOPLE
    205 N 400 W
    SALT LAKE CITY,UT84103     		NONE PC GENERAL CHARITABLE PURPOSES 22,500
    PEOPLES HEALTH CLINIC
    PO BOX 681558
    PARK CITY,UT84068     		NONE PC GENERAL CHARITABLE PURPOSES 12,500
    PLAYWORKS EDUCATION ENERGIZED
    1214 WILMINGTON AVE 102
    SALT LAKE CITY,UT84106     		NONE PC GENERAL CHARITABLE PURPOSES 80,000
    POLIZZI FOUNDATION
    1208 E 3300 S
    SALT LAKE CITY,UT84106     		NONE PC GENERAL CHARITABLE PURPOSES 30,000
    PREVENT CHILD ABUSE UTAH
    2955 HARRISON BLVD SUITE 104
    OGDEN,UT84403     		NONE PC GENERAL CHARITABLE PURPOSES 65,000
    RACE SWAMI
    1208 BROWNING AVE
    SALT LAKE CITY,UT84105     		NONE PC GENERAL CHARITABLE PURPOSES 50,000
    RACING FOR ORPHANS WITH DOWN SYNDROME
    505 NORTH MATTERHORN DRIVE
    ALPINE,UT84004     		NONE PC GENERAL CHARITABLE PURPOSES 75,000
    RAPE RECOVERY CENTER
    2035 S 1300 E
    SALT LAKE CITY,UT84105     		NONE PC GENERAL CHARITABLE PURPOSES 25,000
    REACH 10
    534 E 550 N
    SPRINGVILLE,UT84663     		NONE PC GENERAL CHARITABLE PURPOSES 7,000
    ROCKY MOUNTAIN INNOCENCE CENTER
    358 S 700 E B235
    SALT LAKE CITY,UT84102     		NONE PC GENERAL CHARITABLE PURPOSES 15,000
    RONALD MCDONALD HOUSE CHARITIES
    935 E SOUTH TEMPLE
    SALT LAKE CITY,UT84102     		NONE PC GENERAL CHARITABLE PURPOSES 225,000
    SALT LAKE CITY MISSION
    PO BOX 142
    SALT LAKE CITY,UT84110     		NONE PC GENERAL CHARITABLE PURPOSES 100,000
    SALT LAKE DONATED DENTAL SERVICES
    1383 S 900 W
    SALT LAKE CITY,UT84104     		NONE PC GENERAL CHARITABLE PURPOSES 50,000
    SALT LAKE NEIGHBORHOOD HOUSING
    622 W 500 N
    SALT LAKE CITY,UT84116     		NONE PC GENERAL CHARITABLE PURPOSES 10,000
    SAMARITANS PURSE
    PO BOX 3000
    BOONE,NC28607     		NONE PC GENERAL CHARITABLE PURPOSES 75,000
    SCHOOL OF LIFE FOUNDATION
    81 N 1100 W
    ST GEORGE,UT84770     		NONE PC GENERAL CHARITABLE PURPOSES 20,000
    SCOTTISH RITE FOUNDATION
    650 E SOUTH TEMPLE
    SALT LAKE CITY,UT84102     		NONE PC GENERAL CHARITABLE PURPOSES 21,740
    SENIOR CHARITY CARE FOUNDATION
    PO BOX 744
    KAYSVILLE,UT84037     		NONE PC GENERAL CHARITABLE PURPOSES 40,000
    SHARING PLACE INC
    1695 E 3300 S
    SALT LAKE CITY,UT84106     		NONE PC GENERAL CHARITABLE PURPOSES 13,000
    SNOWBASIN ADAPTIVE SPORTS EDUCATION
    PO BOX 1193
    EDEN,UT84310     		NONE PC GENERAL CHARITABLE PURPOSES 20,000
    SOUTH VALLEY SANCTUARY
    PO BOX 1028
    WEST JORDAN,UT84084     		NONE PC GENERAL CHARITABLE PURPOSES 90,000
    SOUTHEAST UTAH COMMUNITY
    PO BOX 893
    PRICE,UT84501     		NONE PC GENERAL CHARITABLE PURPOSES 25,000
    SOUTHERN SUDAN HUMANITARIAN
    4908 WAIMEA WAY
    HOLLADAY,UT84107     		NONE PC GENERAL CHARITABLE PURPOSES 25,000
    SOUTHERN UTAH UNIVERSITY
    13 S 300 W
    CEDAR CITY,UT84720     		NONE PC GENERAL CHARITABLE PURPOSES 430,000
    ST ANNE'S CENTER
    137 W BINFORD
    OGDEN,UT84401     		NONE PC GENERAL CHARITABLE PURPOSES 10,000
    SUCCESS IN EDUCATION FOUNDATION
    405 S MAIN STREET 1200
    SALT LAKE CITY,UT84111     		NONE PC GENERAL CHARITABLE PURPOSES 12,500
    SUDDEN ARRYTHMIA DEATH SYNDROME
    508 E SOUTH TEMPLE 202
    SALT LAKE CITY,UT84102     		NONE PC GENERAL CHARITABLE PURPOSES 13,500
    TEMPLE SHUTTLE INC
    11006 VEIRS MILL ROAD SUITE L15-231
    WHEATON,MD20902     		NONE PC GENERAL CHARITABLE PURPOSES 15,000
    THANKSGIVING POINT INSTITUTE
    3003 N THANKSGIVING WAY
    LEHI,UT84043     		NONE PC GENERAL CHARITABLE PURPOSES 400,000
    THE FAMILY CONNECTION CENTER
    1360 E 1450 S
    CLEARFIELD,UT84015     		NONE PC GENERAL CHARITABLE PURPOSES 28,000
    THE FOUNDATION FOR FAMILY LIFE OF UTAH
    1878 W 12600 S 230
    RIVERTON,UT84065     		NONE PC GENERAL CHARITABLE PURPOSES 25,000
    THE GREEN URBAN LUNCH BOX
    2026 S 500 E
    SALT LAKE CITY,UT84105     		NONE PC GENERAL CHARITABLE PURPOSES 15,000
    THE INN BETWEEN
    340 S GOSHEN ST
    SALT LAKE CITY,UT84104     		NONE PC GENERAL CHARITABLE PURPOSES 275,000
    THE ORCHESTRA OF SOUTHERN UTAH
    PO BOX 312
    CEDAR CITY,UT84721     		NONE PC GENERAL CHARITABLE PURPOSES 5,000
    THE RACHEL COVEY FOUNDATION
    PO BOX 1399
    AMERICAN FORK,UT84003     		NONE PC GENERAL CHARITABLE PURPOSES 500,000
    THE ROAD HOME
    210 S RIO GRANDE
    SALT LAKE CITY,UT84101     		NONE PC GENERAL CHARITABLE PURPOSES 450,000
    THE SALVATION ARMY
    438 S 900 W
    SALT LAKE CITY,UT84104     		NONE PC GENERAL CHARITABLE PURPOSES 45,000
    THE ZAHRA CHARITY
    PO BOX 1594
    SALT LAKE CITY,UT84110     		NONE PC GENERAL CHARITABLE PURPOSES 250,000
    THRIVE GULU INC
    121 GARFIELD STREET
    WATERTOWN,MA02472     		NONE PC GENERAL CHARITABLE PURPOSES 175,000
    TIMPANOGOS LEGAL CENTER
    3301 N UNIVERSITY AVENUE
    PROVO,UT84604     		NONE PC GENERAL CHARITABLE PURPOSES 50,000
    TIMPANOGOS STORYTELLING INSTITUTE
    5107 N EDGEWOOD DRIVE
    PROVO,UT84604     		NONE PF GENERAL CHARITABLE PURPOSES 7,500
    TUACAHN CENTER FOR THE ARTS
    1100 N TUACAHN DRIVE
    IVINS,UT84738     		NONE PC GENERAL CHARITABLE PURPOSES 75,000
    U CAN LEARN
    6375 S HIGHLAND DRIVE 202
    SALT LAKE CITY,UT84121     		NONE PC GENERAL CHARITABLE PURPOSES 15,000
    UNIFIED POLICE DEPARTMENT
    3365 S 900 W
    SALT LAKE CITY,UT84119     		NONE PC GENERAL CHARITABLE PURPOSES 10,000
    UNITED WAY OF CENTRAL AND SOUTHERN UTAH
    1048 N 100 W
    PROVO,UT84603     		NONE PC GENERAL CHARITABLE PURPOSES 15,000
    UNIVERSITY OF UTAH
    1395 E PRESIDENTS CIRCLE
    SALT LAKE CITY,UT84112     		NONE PC GENERAL CHARITABLE PURPOSES 4,655,880
    UTAH BICYCLE COALITION
    1420 EDISON STREET
    SALT LAKE CITY,UT84115     		NONE PC GENERAL CHARITABLE PURPOSES 20,000
    UTAH CHAMBER ARTISTS
    11640 S LITTLER ROAD
    SANDY,UT84092     		NONE PC GENERAL CHARITABLE PURPOSES 25,000
    UTAH COUNCIL OF THE BLIND
    1301 W 500 S
    WOODS CROSS,UT84087     		NONE PC GENERAL CHARITABLE PURPOSES 25,000
    UTAH FOOD BANK
    3150 S 900 W
    SALT LAKE CITY,UT84119     		NONE PC GENERAL CHARITABLE PURPOSES 473,333
    UTAH HEALTH AND HUMAN RIGHTS PROJECT
    225 S 200 E SUITE 250
    SALT LAKE CITY,UT84111     		NONE PC GENERAL CHARITABLE PURPOSES 35,000
    UTAH INFERTILITY RESOURCE CENTER
    1565 E 3300 S
    SALT LAKE CITY,UT84106     		NONE PC GENERAL CHARITABLE PURPOSES 35,000
    UTAH PARTNERS FOR HEALTH
    3665 S 8400 W
    MAGNA,UT84044     		NONE PC GENERAL CHARITABLE PURPOSES 10,000
    UTAH POLICE CIVILIAN ASSOCIATION INC
    230 W 200 S 2608
    SALT LAKE CITY,UT84101     		NONE PC GENERAL CHARITABLE PURPOSES 10,000
    UTAH SCIENCE TEACHER ASSOCIATION
    N-143 EYRING SCIENCE CENTER
    PROVO,UT84602     		NONE PC GENERAL CHARITABLE PURPOSES 30,000
    UTAH STATE OFFICE OF EDUCATION
    PO BOX 144200
    SALT LAKE CITY,UT84114     		NONE PC GENERAL CHARITABLE PURPOSES 95,000
    UTAH STATE UNIVERSITY
    4015 OLD MAIN HILL
    LOGAN,UT84322     		NONE PC GENERAL CHARITABLE PURPOSES 758,784
    UTAH SYMPHONY AND OPERA
    123 W SOUTH TEMPLE
    SALT LAKE CITY,UT84101     		NONE PC GENERAL CHARITABLE PURPOSES 250,000
    UTAH YOUTH VILLAGE
    5800 S HIGHLAND DRIVE
    HOLLADAY,UT84121     		NONE PC GENERAL CHARITABLE PURPOSES 280,000
    VALLEY MENTAL HEALTH
    5965 S 900 E SUITE 420
    SALT LAKE CITY,UT84121     		NONE PC GENERAL CHARITABLE PURPOSES 25,000
    VOLUNTEERS OF AMERICA
    435 BEARCAT DRIVE
    SALT LAKE CITY,UT84115     		NONE PC GENERAL CHARITABLE PURPOSES 50,000
    WASATCH ADAPTIVE SPORTS
    9385 S SNOWBIRD CENTER DRIVE
    SNOWBIRD,UT84092     		NONE PC GENERAL CHARITABLE PURPOSES 20,000
    WASATCH COMMUNITY GARDENS
    824 S 400 W B127
    SALT LAKE CITY,UT84101     		NONE PC GENERAL CHARITABLE PURPOSES 30,000
    WASATCH HOMELESS HEALTH CARE INC
    409 S 400 W
    SALT LAKE CITY,UT84101     		NONE PC GENERAL CHARITABLE PURPOSES 100,000
    WESTMINSTER COLLEGE
    1840 S 1300 E
    SALT LAKE CITY,UT84105     		NONE PC GENERAL CHARITABLE PURPOSES 165,000
    WOW UTAH INC
    14268 LONG RIDGE DRIVE
    HERRIMAN,UT84096     		NONE PC GENERAL CHARITABLE PURPOSES 25,000
    YOUTH FUTURES
    2760 ADAMS AVE
    OGDEN,UT84403     		NONE PC GENERAL CHARITABLE PURPOSES 80,000
    YOUTHLINC
    1140 EAST BRICKYARD ROAD 76
    SALT LAKE CITY,UT84106     		NONE PC GENERAL CHARITABLE PURPOSES 12,000
    A SOLDIER'S HOME
    2305 E LORITA WAY
    COTTONWOOD HEIGHTS,UT84093     		NONE PC GENERAL CHARITABLE PURPOSES 7,500
    ALLIES WITH FAMILIES
    230 W 200 S 142
    SALT LAKE CITY,UT84101     		NONE PC GENERAL CHARITABLE PURPOSES 25,000
    ALZHEIMERS DISEASE & RELATED DISORDERS
    1414 E 4500 S
    SALT LAKE CITY,UT84117     		NONE PC GENERAL CHARITABLE PURPOSES 25,000
    ARISTIDES DE SOUSA MENDES FOUNDATION
    PO BOX 4065
    HUNTINGTON,NY11743     		NONE PC GENERAL CHARITABLE PURPOSES 5,000
    BAD DOG ARTS
    824 S 400 W SUITE B129
    SALT LAKE CITY,UT84101     		NONE PC GENERAL CHARITABLE PURPOSES 5,000
    BATEMAN HORNE CENTER OF EXCELLENCE
    24 S 1100 E 205
    SALT LAKE CITY,UT84102     		NONE PC GENERAL CHARITABLE PURPOSES 50,000
    BECKET FUND FOR RELIGIOUS LIBERTY
    1200 NEW HAMPSHIRE AVE NW
    WASHINGTON,DC20036     		NONE PC GENERAL CHARITABLE PURPOSES 220,000
    BEST BUDDIES UTAH
    1192 E DRAPER PKWY 103
    DRAPER,UT84020     		NONE PC GENERAL CHARITABLE PURPOSES 10,000
    BILL OF RIGHTS INSTITUTE
    1310 N COURTHOUSE ROAD 620
    ARLINGTON,VA22201     		NONE PC GENERAL CHARITABLE PURPOSES 50,000
    BOYS AND GIRLS CLUB OF DOUGLAS
    327 E CENTER ST
    DOUGLAS,CO82633     		NONE PC GENERAL CHARITABLE PURPOSES 5,000
    BRIGHAM YOUNG UNIVERSITY - IDAHO
    1450 N UNIVERSITY AVE
    PROVO,UT84604     		NONE PC GENERAL CHARITABLE PURPOSES 500,000
    CACHE VALLEY CENTER FOR THE ARTS
    43 S MAIN ST
    LOGAN,UT84321     		NONE PC GENERAL CHARITABLE PURPOSES 100,000
    CALLED2SERVE FOUNDATION
    2250 N UNIVERSITY AVE
    PROVO,UT84604     		NONE PC GENERAL CHARITABLE PURPOSES 50,000
    CATHOLIC COMMUNITY SERVICES OF UTAH
    745 E 300 S
    SALT LAKE CITY,UT84102     		NONE PC GENERAL CHARITABLE PURPOSES 20,000
    CENTERVILLE - FARMINGTON ROTARY CHARITABLE
    PO BOX 986
    CENTERVILLE,UT84014     		NONE PC GENERAL CHARITABLE PURPOSES 1,500
    CHILDREN AND YOUTH SERVICES INC
    5500 W BAGLEY PARK RD
    WEST JORDAN,UT84081     		NONE PC GENERAL CHARITABLE PURPOSES 35,000
    CITY OF OREM FOUNDATION
    58 N STATE ST
    OREM,UT84057     		NONE PC GENERAL CHARITABLE PURPOSES 100,000
    COLUMBUS COMMUNITY CENTER
    3495 S WEST TEMPLE
    SALT LAKE CITY,UT84115     		NONE PC GENERAL CHARITABLE PURPOSES 75,000
    COMMON GROUND OUTDOOR ADVENTURES INC
    335 N 100 E
    LOGAN,UT84321     		NONE PC GENERAL CHARITABLE PURPOSES 10,000
    COMMUNITY HEALTH CONNECT
    591 S STATE ST
    PROVO,UT84606     		NONE PC GENERAL CHARITABLE PURPOSES 15,000
    COMMUNITY OPTIONS
    2964 W 4700 S 208
    TAYLORSVILLE,UT84129     		NONE PC GENERAL CHARITABLE PURPOSES 12,500
    COMUNIDADES UNIDES
    1750 W RESEARCH WAY SUITE 102
    WEST VALLEY CITY,UT84119     		NONE PC GENERAL CHARITABLE PURPOSES 6,000
    DAVIS CITIZENS COALITION AGAINST VIOLENCE
    PO BOX 772
    KAYSVILLE,UT84037     		NONE PC GENERAL CHARITABLE PURPOSES 12,067
    EATS PARK CITY
    PO BOX 682896
    PARK CITY,UT84067     		NONE PC GENERAL CHARITABLE PURPOSES 10,000
    ENVISION UTAH
    254 S 600 E 201
    SALT LAKE CITY,UT84102     		NONE PC GENERAL CHARITABLE PURPOSES 50,000
    EYE CARE FOR KIDS FOUNDATION
    6911 S STATE
    MIDVALE,UT84047     		NONE PC GENERAL CHARITABLE PURPOSES 50,000
    FAMILY WATCH INTERNATIONAL
    PO BOX 1432
    GILBERT,AZ85299     		NONE PC GENERAL CHARITABLE PURPOSES 164,000
    FRIENDS OF THE GREAT SALT LAKE
    PO BOX 2655
    SALT LAKE CITY,UT84110     		NONE PC GENERAL CHARITABLE PURPOSES 5,000
    FRIENDS OF THE MOAB FOLK MUSIC FESTIVAL
    PO BOX 1082
    MOAB,UT84532     		NONE PC GENERAL CHARITABLE PURPOSES 10,000
    FRIENDS OF WASATCH MENTAL HEALTH
    750 N 200 W
    PROVO,UT84601     		NONE PC GENERAL CHARITABLE PURPOSES 25,000
    FUTUREINDESIGN INC
    11621 S GRANDVILLE AVE
    SOUTH JORDAN,UT84009     		NONE PC GENERAL CHARITABLE PURPOSES 50,000
    GREEN AND HEALTH HOMES INITIATIVE
    2714 HUDSON ST
    BALTIMORE,MD21224     		NONE PC GENERAL CHARITABLE PURPOSES 65,000
    GREENTREE YOGA OF UTAH INC
    2961 LOSTWOOD DR
    SANDY,UT84092     		NONE PC GENERAL CHARITABLE PURPOSES 10,000
    GUIDE DOGS FOR THE BLIND INC
    350 LOS RANCHITOS RD
    SAN RAFAEL,CA94903     		NONE PC GENERAL CHARITABLE PURPOSES 25,000
    HABITAT FOR HUMANITY OF SUMMIT AND WASATCH
    PO BOX 682704
    PARK CITY,UT84067     		NONE PC GENERAL CHARITABLE PURPOSES 8,000
    HEALING WARRIORS PROGRAM
    1136 E STUART 4202
    FORT COLLINS,CO80525     		NONE PC GENERAL CHARITABLE PURPOSES 24,395
    HEALTH INTEGRATION AND RESILIENCY CENTER
    1909 TEXAS ST
    SALT LAKE CITY,UT84108     		NONE PC GENERAL CHARITABLE PURPOSES 30,000
    HOLY CROSS MINISTRIES
    860 E 4500 S 204
    SALT LAKE CITY,UT84107     		NONE PC GENERAL CHARITABLE PURPOSES 10,000
    HOWARD CENTER
    934 N MAIN ST
    ROCKFORD,IL61103     		NONE PC GENERAL CHARITABLE PURPOSES 50,000
    HUMANE SOCIETY OF UTAH
    4242 S 300 W
    MURRAY,UT84107     		NONE PC GENERAL CHARITABLE PURPOSES 7,500
    IHHELPP INC
    2553 N 1000 E
    PROVO,UT84604     		NONE PC GENERAL CHARITABLE PURPOSES 18,000
    IMMIGRANT LEGAL SERVICES
    4055 S 700 E 200
    SALT LAKE CITY,UT84107     		NONE PC GENERAL CHARITABLE PURPOSES 20,000
    INSTITUTE OF CLASSICAL ARCHETECTURE AND ART
    730 PACIFIC AVE S
    SALT LAKE CITY,UT84104     		NONE PC GENERAL CHARITABLE PURPOSES 5,000
    JDRF INTERNATIONAL
    132 S 600 E SUITE 100
    SALT LAKE CITY,UT84102     		NONE PC GENERAL CHARITABLE PURPOSES 600,000
    JORDAN EDUCATION FOUNDATION
    7387 S CAMPUS VIEW DR
    WEST JORDAN,UT84084     		NONE PC GENERAL CHARITABLE PURPOSES 10,000
    JOURNEY OF HOPE
    925 S 200 W B
    SALT LAKE CITY,UT84101     		NONE PC GENERAL CHARITABLE PURPOSES 30,000
    LEARNING CENTER FOR FAMILIES
    2044 S MESA PALMS
    ST GEORGE,UT84770     		NONE PC GENERAL CHARITABLE PURPOSES 20,000
    LIBRARY SQUARE FOUNDATION
    209 E 500 S
    SALT LAKE CITY,UT84111     		NONE PC GENERAL CHARITABLE PURPOSES 80,000
    LIVE YOUR DREAM
    3651 N 100 E
    PROVO,UT84604     		NONE PC GENERAL CHARITABLE PURPOSES 10,000
    LOGAN COMMUNITY FOUNDATION
    PO BOX 6652
    NORTH LOGAN,UT84341     		NONE PC GENERAL CHARITABLE PURPOSES 10,000
    LOVELAND LIVING PLANET AQUARIUM
    12033 S LONE PEAK PKWY
    DRAPER,UT84020     		NONE PC GENERAL CHARITABLE PURPOSES 100,000
    LYRICAL OPERA THEATER
    7903 S PALLADIUM DR
    WEST JORDAN,UT84088     		NONE PC GENERAL CHARITABLE PURPOSES 14,000
    MIDVALE COMMUNITY BUILDING COMMUNITY INC
    49 W CENTER ST
    MIDVALE,UT84047     		NONE PC GENERAL CHARITABLE PURPOSES 15,000
    MOAB FREE HEALTH CLINIC
    380 N 500 W
    MOAB,UT84532     		NONE PC GENERAL CHARITABLE PURPOSES 25,000
    MOUNTAINLAND APPLIED TECHNOLOGY COLLEGE
    2301 W ASHTON BLVD
    LEHI,UT84043     		NONE PC GENERAL CHARITABLE PURPOSES 555,000
    MUSIC THEATRE WEST
    PO BOX 3542
    LOGAN,UT84323     		NONE PC GENERAL CHARITABLE PURPOSES 6,000
    NOVA CHAMBER MUSIC SERIES
    10493 DIMPLE DELL RD
    SANDY,UT84092     		NONE PC GENERAL CHARITABLE PURPOSES 2,500
    NOVA PRINCIPLES FOUNDATION
    PO BOX 138
    LEHI,UT84043     		NONE PC GENERAL CHARITABLE PURPOSES 5,000
    OFF BROADWAY THEATRE
    PO BOX 2198
    SALT LAKE CITY,UT84110     		NONE PC GENERAL CHARITABLE PURPOSES 4,000
    OGDEN DINOSAUR PARK AND MUSEUM FOUNDATION
    1544 PARK BLVD
    OGDEN,UT84401     		NONE PC GENERAL CHARITABLE PURPOSES 14,750
    OGDEN SYMPHONY BALLET ASSOCIATION
    638 26TH ST
    OGDEN,UT84401     		NONE PC GENERAL CHARITABLE PURPOSES 5,000
    ON PITCH PERFORMING ARTS INC
    587 N MAIN ST
    LAYTON,UT84041     		NONE PC GENERAL CHARITABLE PURPOSES 5,000
    ONE HEART WORLDWIDE
    1818 PACHECO ST
    SAN FRANCISCO,CA94116     		NONE PC GENERAL CHARITABLE PURPOSES 10,000
    PARK CITY TOTS
    1850 SIDEWINDER DR 140
    PARK CITY,UT84060     		NONE PC GENERAL CHARITABLE PURPOSES 10,000
    PEACE HOUSE INC
    1960 SINDEWINDER DR
    PARK CITY,UT84060     		NONE PC GENERAL CHARITABLE PURPOSES 10,000
    PHOENIX SERVICES CORPORATION
    1139 S STATE ST A1
    CLEARFIELD,UT84015     		NONE PC GENERAL CHARITABLE PURPOSES 30,000
    REPERTORY DANCE THEATER
    138 W BROADWAY
    SALT LAKE CITY,UT84101     		NONE PC GENERAL CHARITABLE PURPOSES 15,000
    ROOTWORTHY FILMS FOUNDATION
    154 E MYRTLE AVE 303
    MURRAY,UT84107     		NONE PC GENERAL CHARITABLE PURPOSES 10,000
    SALT CONTEMPORARY DANCE
    712 S 100 W
    LEHI,UT84043     		NONE PC GENERAL CHARITABLE PURPOSES 12,000
    SALT LAKE CHILDRENS CHOIR
    2980 S JONETTA DR
    SALT LAKE CITY,UT84109     		NONE PC GENERAL CHARITABLE PURPOSES 19,000
    SALT LAKE CITY BICYCLE COLLECTIVE
    PO BOX 1028
    SALT LAKE CITY,UT84110     		NONE PC GENERAL CHARITABLE PURPOSES 55,000
    SALT LAKE VALLEY HABITAT FOR HUMANITY
    1276 S 500 W
    SALT LAKE CITY,UT84101     		NONE PC GENERAL CHARITABLE PURPOSES 30,000
    SALTY CRICKET COMPOSERS COLLECTIVE
    438 N 100 W
    SALT LAKE CITY,UT84116     		NONE PC GENERAL CHARITABLE PURPOSES 15,000
    SANDY AREA CHAMBER YOUNG ENTREPENEURS
    35 E 9270 S
    SANDY,UT84070     		NONE PC GENERAL CHARITABLE PURPOSES 17,500
    SILVER REEF FOUNDATION INC
    1903 WELLS FARGO RD
    LEEDS,UT84746     		NONE PC GENERAL CHARITABLE PURPOSES 12,250
    SOJO CHORAL ARTS
    5043 ROSEWOOD DR
    SOUTH JORDAN,UT84009     		NONE PC GENERAL CHARITABLE PURPOSES 8,000
    SONS OF UTAH PIONEERS
    PO BOX 521542
    SALT LAKE CITY,UT84152     		NONE PC GENERAL CHARITABLE PURPOSES 25,000
    SOUTH SUMMIT EDUCATION FOUNDATION
    285 E 400 S
    KAMAS,UT84036     		NONE PC GENERAL CHARITABLE PURPOSES 20,000
    SOUTHERN VIRGINIA UNIVERSITY
    ONE UNIVERSITY HILL DR
    BUENA VISTA,VA24416     		NONE PC GENERAL CHARITABLE PURPOSES 75,000
    SOUTHWEST SYMPHONY ORCHESTRA INC
    PO BOX 423
    ST GEORGE,UT84771     		NONE PC GENERAL CHARITABLE PURPOSES 10,000
    SPECIAL HOOP CAMP
    16230 NW GIANOLA CT
    BEAVERTON,OR97006     		NONE PC GENERAL CHARITABLE PURPOSES 75,000
    SPRINGVILLE MUSEUM OF ART
    126 E 400 S
    SPRINGVILLE,UT84663     		NONE PC GENERAL CHARITABLE PURPOSES 10,000
    SUMMERFEST ARTS FAIRE
    69 E 100 N
    LOGAN,UT84321     		NONE PC GENERAL CHARITABLE PURPOSES 5,000
    SUTHERLAND INSTITUTE
    15 W SO TEMPLE 200
    SALT LAKE CITY,UT84101     		NONE PC GENERAL CHARITABLE PURPOSES 40,000
    SWATC - SOUTH WEST APPLIED TECHNICAL CENTER
    757 W 800 S
    CEDAR CITY,UT84720     		NONE PC GENERAL CHARITABLE PURPOSES 100,000
    THE ADOPTION EXCHANGE
    7414 S STATE ST
    MIDVALE,UT84047     		NONE PC GENERAL CHARITABLE PURPOSES 30,000
    THE GOOD SAMARITAN FOUNDATION
    6925 UNION PARK CENTER 500
    MIDVALE,UT84047     		NONE PF GENERAL CHARITABLE PURPOSES 11,000
    THE GRAND THEATRE FOUNDATION INC
    1575 S STATE ST
    SALT LAKE CITY,UT84115     		NONE PC GENERAL CHARITABLE PURPOSES 10,000
    THE HOPE FOR FERTILITY FOUNDATION
    1512 W 525 S
    OREM,UT84058     		NONE PC GENERAL CHARITABLE PURPOSES 10,000
    THE INTERPRETER FOUNDATION
    152 WESTVIEW DR
    OREM,UT84058     		NONE PC GENERAL CHARITABLE PURPOSES 30,000
    THE LIAHONA CHILDREN'S FOUNDATION
    305 E 1230 N
    SPRINGVILLE,UT84663     		NONE PC GENERAL CHARITABLE PURPOSES 100,000
    THE OPPORTUNITY FOUNDATION OF AMERICA
    7166 VILLANDRIE LANE
    SALT LAKE CITY,UT84121     		NONE PC GENERAL CHARITABLE PURPOSES 25,000
    THE PARK CITY FOUNDATION
    PO BOX 681499
    PARK CITY,UT84068     		NONE PC GENERAL CHARITABLE PURPOSES 20,000
    THE SIGNING TIME FOUNDATION
    870 E 7145 S
    MIDVALE,UT84121     		NONE PC GENERAL CHARITABLE PURPOSES 50,000
    THE SOARWAY FOUNDATION
    342 W PIKE ST
    CANONSBURG,PA15317     		NONE PC GENERAL CHARITABLE PURPOSES 20,000
    THE UTAH 1033 FOUNDATION
    PO BOX 4522
    PARK CITY,UT84060     		NONE PC GENERAL CHARITABLE PURPOSES 25,000
    THE UTAH SCHOOLS FOR THE DEAF
    742 HARRISON BLVD
    OGDEN,UT84404     		NONE PC GENERAL CHARITABLE PURPOSES 50,000
    THE WITHERSPOON INSTITUTE
    16 STOCKTON STREET
    PRINCETON,NJ08540     		NONE PC GENERAL CHARITABLE PURPOSES 50,000
    THE WORK ACTIVITY CENTER
    1275 W 2320 S
    WEST VALLEY CITY,UT84119     		NONE PC GENERAL CHARITABLE PURPOSES 10,000
    THERAPY ANIMALS OF UTAH
    2459 W 300 N
    PROVO,UT84601     		NONE PC GENERAL CHARITABLE PURPOSES 5,000
    TOWN OF LEEDS
    PO BOX 461082
    LEEDS,UT84746     		NONE PC GENERAL CHARITABLE PURPOSES 25,000
    TURN COMMUNITY SERVICES
    423 W 800 S A
    SALT LAKE CITY,UT84101     		NONE PC GENERAL CHARITABLE PURPOSES 10,000
    UINTAH BASIN APPLIED TECHNOLOGY COLLEGE
    1100 E LAGOON
    ROOSEVELT,UT84066     		NONE PC GENERAL CHARITABLE PURPOSES 25,000
    UNITED WAY OF EASTERN UTAH
    67 E MAIN ST
    PRICE,UT84501     		NONE PC GENERAL CHARITABLE PURPOSES 5,000
    USARA - UTAH SUPPORT ADVOCATES
    180 E 2100 S 100
    SALT LAKE CITY,UT84115     		NONE PC GENERAL CHARITABLE PURPOSES 15,000
    UTAH COALITION AGAINST SEXUAL ASSAULT
    284 W 400 N
    SALT LAKE CITY,UT84103     		NONE PC GENERAL CHARITABLE PURPOSES 7,500
    UTAH CULTURAL CELEBRATION
    1355 W 3100 S
    WEST VALLEY CITY,UT84119     		NONE PC GENERAL CHARITABLE PURPOSES 6,000
    UTAH FOUNDATION
    150 S STATE ST 444
    SALT LAKE CITY,UT84111     		NONE PC GENERAL CHARITABLE PURPOSES 30,000
    UTAH VALLEY FAMILY SUPPORT CENTER
    1255 N 1200 W
    OREM,UT84057     		NONE PC GENERAL CHARITABLE PURPOSES 50,000
    UTAH VALLEY HEALTHCARE FOUNDATION
    36 S STATE ST
    SALT LAKE CITY,UT84111     		NONE PC GENERAL CHARITABLE PURPOSES 750,000
    UTAH VOICES INC
    311 S STATE ST 250
    SALT LAKE CITY,UT84111     		NONE PC GENERAL CHARITABLE PURPOSES 10,000
    UTAH ZOOLOGICAL SOCIETY
    2600 E SUNNYSIDE AVE
    SALT LAKE CITY,UT84106     		NONE PC GENERAL CHARITABLE PURPOSES 25,000
    VINCULUM FOUNDATION INC SYNERGY
    123 MAMARONECK AVE 209
    MAMARONECK,NY10543     		NONE PC GENERAL CHARITABLE PURPOSES 45,000
    VISUAL ART INSTITUTE
    2901 S HIGHLAND DR
    SALT LAKE CITY,UT84101     		NONE PC GENERAL CHARITABLE PURPOSES 23,510
    WARRIOR RISING
    11614 S ANNA EMILY DR
    SOUTH JORDAN,UT84095     		NONE PC GENERAL CHARITABLE PURPOSES 20,000
    WASATCH FORENSIC NURSES
    1565 E 3300 S
    SALT LAKE CITY,UT84101     		NONE PC GENERAL CHARITABLE PURPOSES 5,000
    WOMEN OF THE WORLD
    3347 S MAIN ST
    SALT LAKE CITY,UT84115     		NONE PC GENERAL CHARITABLE PURPOSES 20,000
    YMCA OF NORTHERN UTAH
    3048 W 1800 N
    CLINTON,UT84015     		NONE PC GENERAL CHARITABLE PURPOSES 22,500
    YOUTH WINTERSPORTS ALLIANCE
    PO BOX 681698
    PARK CITY,UT84068     		NONE PC GENERAL CHARITABLE PURPOSES 5,000
    ZAMBIA'S SCHOLARSHIP FUND
    6035 N 4500 W
    BEAR RIVER CITY,UT84301     		NONE PC GENERAL CHARITABLE PURPOSES 50,000
    ZION HILLS ACADEMY INC
    1115 S MAIN ST 250
    CEDAR CITY,UT84720     		NONE PC GENERAL CHARITABLE PURPOSES 10,000
    Total .................................bullet 3a 30,296,369
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 11,109,723  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 29,515,528  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 40,625,251 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    40,625,251
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    SORENSON LEGACY FOUNDATION
    EIN:
    45-3240491
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING SERVICES 21,500 0   21,500

    TY 2018 CompensationExplanation
    Name:
    SORENSON LEGACY FOUNDATION
    EIN:
    45-3240491
    Person Name Explanation
    RALPH JOHNSON THE FOUNDATION INDIRECTLY OWNS 12.245% (VIA RE INVESTMENT HOLDINGS DELAWARE, LLC) OF SRP HOLDINGS, LLC. RALPH JOHNSON (A DIRECTOR) OWNS 11.334%, JOE SORENSON (A DIRECTOR) OWNS 3.549% AND MSICO, LLC (MAJORITY OWNED BY DIRECTORS) OWNS 71.122%. THE COMPANY OWNS A PARCEL OF LAND FOR INVESTMENT.
    JOSEPH SORENSON THE FOUNDATION INDIRECTLY OWNS 12.245% (VIA RE INVESTMENT HOLDINGS DELAWARE, LLC) OF SRP HOLDINGS, LLC. RALPH JOHNSON (A DIRECTOR) OWNS 11.334%, JOE SORENSON (A DIRECTOR) OWNS 3.549% AND MSICO, LLC (MAJORITY OWNED BY DIRECTORS) OWNS 71.122%. THE COMPANY OWNS A PARCEL OF LAND FOR INVESTMENT.

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2018 ExpenditureResponsibilityStmt
    Name:
    SORENSON LEGACY FOUNDATION
    EIN:
    45-3240491
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    JKS FAMILY FOUNDATION
          		6440 S WASATCH BLVD 105
    SALT LAKE CITY,UT84121     		2018-12-04 2,000,000 OPERATING EXPENSES & IMPROVEMENTS TO LAND FOR CHARITABLE USE. 2,000,000 NONE OCTOBER 4, 2019 2019-10-04  
    BRENT AND CHERI ANDRUS CHARITABLE TRUST
          		15 SANDSTONE CV
    PARK CITY,UT84060     		2018-12-04 180,000 OPERATING EXPENSES FOR WHEELCHAIRS AND WATER SANITATION. 180,000 NONE APRIL 17, 2019 2019-04-17  
    LEGACY FILMS FOUNDATION
          		180 W 1950 S
    BOUNTIFUL,UT84010     		2018-12-04 55,000 OPERATING EXPENSES. 55,000 NONE JANUARY 22, 2019 2019-01-22  
    THE GOOD SAMARITAN FOUNDATION (COLUMBUS EDUCATION CENTER)
          		6330 S 3000 E 600
    SALT LAKE CITY,UT84121     		2018-08-01 11,000 OPERATING EXPENSES. 11,000 NONE AUGUST 22, 2019 2019-08-22  
    TIMPANOGOS STORYTELLING INSTITUTE
          		5107 N EDGEWOOD DR
    PROVO,UT84604     		2018-12-04 7,500 OPERATING EXPENSES. 7,500 NONE NOT YET DUE    

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    SORENSON LEGACY FOUNDATION
    EIN:
    45-3240491
    Name of Bond End of Year Book Value End of Year Fair Market Value
    INTEREST RECEIVABLE 335,477 335,477
    FL-CR BRECKINRIDGE GOVT/CRED69 14,048,709 14,048,709
    FL-CR BRECKINRIDGE GOVT/CRED70 4,945,017 4,945,017

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    SORENSON LEGACY FOUNDATION
    EIN:
    45-3240491
    Name of Stock End of Year Book Value End of Year Fair Market Value
    EQ-UM ATLANTA CAP SMID CORE 15,821,521 15,821,521
    EQ-UL VANGUARD SP500 ETF 72,303,685 72,303,685
    EQ-UL LONDON CO DIVIDEND FOCUS 13,129,993 13,129,993
    EQ-UL EAGLE LARGE CAP VALUE 34,723,525 34,723,525
    EQ-UM ISHARES US SMID CAP ETFS 10,903,444 10,903,444
    EQ-ID JO HAMBRO INTL DEV 9,802,462 9,802,462
    EQ-ID VANGUARD INTL DEV ETF 22,599,191 22,599,191
    EQ-IE MATTHEWS PACIFIC TIGER 7,582,244 7,582,244
    EQ-IE ISHARES CORE MSCI EM EFT 10,780,125 10,780,125
    EQ-IE OPPENHEIMER EMERG/DEVELOP 7,461,120 7,461,120
    FL-CR DOUBLE LINE TOTAL RETURN 8,071,565 8,071,565
    RA-CM PIMCO COMM REALRETURN 10,865,262 10,865,262
    FL-GB TEMPLETON GLOBAL BOND 14,969,615 14,969,615
    EQ-UL LOOMIS SAYLES LC GROWTH 30,181,771 30,181,771
    EQ-ID FIRST EAGLE GLOBAL FUND 5,943,904 5,943,904
    EQ-US MERRIMACK PHARMACEUTICALS 255,903 255,903
    PE BLACKSTONE BTAS 3,061,323 3,061,323
    PE CARLYLE EUROPE IV 4,425,843 4,425,843
    PE CZECH II SENIOR LOAN 219,096 219,096
    PE CZECH III SENIOR LOAN 1,388,679 1,388,679
    PE GSO MEZZANINE FUND 1,516,355 1,516,355
    PE LONE STAR FUND IV 2,131,230 2,131,230
    PE SILVER LAKE FUND IV 5,513,668 5,513,668
    EQ-ID GQG INT'L EQUITY 11,481,641 11,481,641
    EQ-PACIFIC RIDGE CAPITAL 3,381,302 3,381,302
    OTHER RECEIVABLES 9,268,741 9,268,741

    TY 2018 InvestmentsGovtObligationsSch
    Name:
    SORENSON LEGACY FOUNDATION
    EIN:
    45-3240491
    US Government Securities - End of Year Book Value:

    29,454,843
    US Government Securities - End of Year Fair Market Value:

    29,454,843
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2018 InvestmentsOtherSchedule2
    Name:
    SORENSON LEGACY FOUNDATION
    EIN:
    45-3240491
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    INVESTMENT REAL ESTATE SUBS AT COST 126,233,850 134,420,100

    TY 2018 LegalFeesSchedule
    Name:
    SORENSON LEGACY FOUNDATION
    EIN:
    45-3240491
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL SERVICES 216,363 0   160,389


    TY 2018 OtherDecreasesSchedule
    Name:
    SORENSON LEGACY FOUNDATION
    EIN:
    45-3240491
    Description Amount
    CHANGE IN UNREALIZED DEPRECIATION 59,148,000


    TY 2018 OtherExpensesSchedule
    Name:
    SORENSON LEGACY FOUNDATION
    EIN:
    45-3240491
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MEALS & ENTERTAINMENT 3,352 637   2,715
    INSURANCE 29,685 0   28,917
    POSTAGE 1,100 0   1,100
    DATA PROCESSING 8,867 0   8,867
    DUES & SUBSCRIPTIONS 618 0   618
    SUPPLIES 2,390 0   2,390
    MISCELLANEOUS 805 150   655
    INVESTMENT EXPENSES FROM PS 0 420,782   0


    TY 2018 OtherIncomeSchedule2
    Name:
    SORENSON LEGACY FOUNDATION
    EIN:
    45-3240491
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    CZECH II SENIOR LOAN TRUST   -3,795  
    CZECZECH III SENIOR LOAN TRUST   60,855  
    REDH   2,625  
    BLACKSTONE ALT SOLUTION   118,868  
    REIHDE RENTAL   4,567  
    LS REAL ESTATE IV   171,191  


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    SORENSON LEGACY FOUNDATION
    EIN:
    45-3240491
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT SERVICES 1,416,001 1,416,001   0
    OTHER PROFESSIONAL FEES 327,867 5,498   344,442


    TY 2018 TaxesSchedule
    Name:
    SORENSON LEGACY FOUNDATION
    EIN:
    45-3240491
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN WITHHOLDING TAX 18,662 34,194   0
    UBIT & EXCISE TAX ON INVESTMENT INCOME 16,587 0   0