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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
Lawrence & Janet Dee Foundation
 
% BKD LLP
Number and street (or P.O. box number if mail is not delivered to street address)PO Box 58767
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Salt Lake City, UT84158
A Employer identification number

87-6150803
B Telephone number (see instructions)

(801) 647-0604
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$65,632,493J Accounting method:
 
(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) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments 146,879 146,879  
4 Dividends and interest from securities... 962,945 962,945  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -475,921
b Gross sales price for all assets on line 6a 35,825,462
7 Capital gain net income (from Part IV, line 2)... 0
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 310,773 271,894  
12 Total. Add lines 1 through 11........ 944,676 1,381,718  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 22,500 0   22,500
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 28,180 0 0 28,180
b Accounting fees (attach schedule)....... Click to see attachment 24,435 12,218 0 12,218
c Other professional fees (attach schedule).... Click to see attachment 349,000 349,000    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 78,864 31,975    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 11,165 0   11,165
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 120,047 96,997   23,028
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 634,191 490,190 0 97,091
25 Contributions, gifts, grants paid....... 2,800,004 2,800,004
26 Total expenses and disbursements. Add lines 24 and 25 3,434,195 490,190 0 2,897,095
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,489,519
b Net investment income (if negative, enter -0-) 891,528
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 395,705 782,159 782,159
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
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 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.......... 25,000 25,000 25,000
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 31,481,669 Click to see attachment33,327,250 47,243,663
c Investments—corporate bonds (attach schedule)....... 10,569,837 Click to see attachment4,242,132 4,676,481
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 7,406,841 Click to see attachment7,607,375 9,596,552
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment1,903,021 Click to see attachment3,308,638 Click to see attachment3,308,638
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 51,782,073 49,292,554 65,632,493
Liabilities 17 Accounts payable and accrued expenses.......... 2,500 2,500
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 2,500 2,500
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 51,779,573 49,290,054
29 Total net assets or fund balances (see instructions)..... 51,779,573 49,290,054
30 Total liabilities and net assets/fund balances (see instructions). 51,782,073 49,292,554
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
51,779,573
2
Enter amount from Part I, line 27a .....................
2
-2,489,519
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
49,290,054
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
49,290,054
Form 990-PF (2020)
Form 990-PF (2020)
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 PUBLICLY TRADED SECURITIES      
b
c
d
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 35,825,462   36,348,541 -523,079
b
c
d
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       -523,079
b
c
d
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 -523,079
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 12,392
c All other domestic foundations enter 1.39% 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  
3 Add lines 1 and 2........................... 3 12,392
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 12,392
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 28,700
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 28,500
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 57,200
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 101
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 44,707
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet15,000 RefundedBullet 11 29,707
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 the instructions
for the 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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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 .Click to see attachment
    8b
     
    No
    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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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
     
    No
    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 addressbulletDeefoundation.org
    14
    The books are in care ofbulletBKD LLP Telephone no.bullet (801) 531-9100

    Located atbullet510 SOUTH 200 WEST SUITE 200Salt Lake CityUT ZIP+4bullet84101
    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 2020, 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
     
     
    ........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 2020?.............
    1c
     
     
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    3b
     
     
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
     
     
    .........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).
    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
    Thomas D Dee III Director
    1.0     		5,000 0 0
    1575 Devonshire Drive
    Salt Lake City,UT84108
    David Dee Director
    1.0     		5,000 0 0
    1374 East Arlington Drive
    Salt Lake City,UT84103
    Matthew T Dee Director
    1.0     		5,000 0 0
    3380 Colemere Way
    Salt Lake City,UT84109
    Nathan C Dee Director
    1.0     		5,000 0 0
    3381 East Joyce Drive
    Salt Lake City,UT84109
    Elisabeth Dee Director
    1.0     		2,500 0 0
    1374 Arlington Drive
    Salt Lake City,UT84103
    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
     
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    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.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    45,760,063
    b
    Average of monthly cash balances.......................
    1b
    1,721,288
    c
    Fair market value of all other assets (see instructions)................
    1c
    9,596,551
    d
    Total (add lines 1a, b, and c).........................
    1d
    57,077,902
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    57,077,902
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    856,169
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    56,221,733
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    2,811,087
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    2,811,087
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    12,392
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
    905
    c
    Add lines 2a and 2b............................
    2c
    13,297
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,797,790
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    2,500
    5
    Add lines 3 and 4............................
    5
    2,800,290
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    2,800,290
    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
    2,897,095
    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
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    2,897,095
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    2,897,095
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 2,800,290
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 2,754,849
    b Total for prior years:2018, 2017, 2016  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 2,897,095
    a Applied to 2019, but not more than line 2a 2,754,849
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2020 distributable amount..... 142,246
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 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 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    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......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		2,658,044
    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) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020.... 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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.
    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:
    Lawrence Janet Dee Foundation
    PO Box 58767
    Salt Lake City,UT84158
    (801) 647-0604
    bThe form in which applications should be submitted and information and materials they should include:
    Letter of Application
    cAny submission deadlines:
    None, but suggested by October 22nd.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    2324 S Constitution Blvd
    West Valley City,UT84119     		NONE PC Equipment Placement Program 5,000
    ABU Education Fund
    PO Box 521855
    Salt Lake Cit,UT84152     		NONE PC BUI's online 2020 Voter Guide 10,000
    Action Utah Education Fund
    7984 Gambel Dr
    Park City,UT84098     		NONE PC Education Programming 15,000
    Alliance House
    1724 S Main Street
    Salt Lake City,UT84115     		NONE PC Access Program 5,000
    American Indian Services
    3115 East Lion Lane Suite 320
    Salt Lake City,UT84121     		NONE PC Scholarship Program 12,500
    American National Red Cross
    6616 South 900 East
    Salt Lake City,UT84121     		NONE PC American Red Cross Disaster Cycle Services in Utah 20,000
    Arthritis Foundation Inc
    5320 S 900 E Suite 100
    Salt Lake City,UT84117     		NONE PC JA Programs 5,000
    Assistance League of Salt Lake City
    PO Box 9353 2060 East 3300 South
    Salt Lake City,UT84109     		NONE PC Operation School Bell 5,000
    Bad Dog Arts
    824 South 400 West Suite B129
    Salt Lake City,UT84101     		NONE PC arts education for low-income students 5,000
    Ballet West
    52 West 200 South
    Salt Lake City,UT84101     		NONE PC 2020/21 Youth Education & Outreach Programs/Covid 20,000
    Best Friends Animal Society
    5001 Angel Canyon Road
    Kanab,UT84741     		NONE PC No-Kill Utah 2020 7,500
    Big Brothers Big Sisters of Utah
    2121 S State St Suite 201
    Salt Lake City,UT84115     		NONE PC One-to-One Youth Mentoring 7,500
    Boys & Girls Clubs of Greater Salt Lake
    PO Box 57071
    Murray,UT84157     		NONE PC Operating and program costs for this year's adapte 15,000
    Boys & Girls Clubs of Weber-Davis
    2302 Washington Suite 200
    Ogden,UT84401     		NONE PC Integrated Project Learn 5,000
    Brain Injury Alliance of Utah Inc
    5280 S Commerce Drive E-190
    Murray,UT84107     		NONE PC Programming & support services 3,000
    Camp Hobe Inc
    PO Box 520755
    Salt Lake City,UT841520755     		NONE PC camp programming support 5,000
    Cancer Wellness House
    59 South 1100 East
    Salt Lake City,UT84102     		NONE PC High-touch/high-tech evidence-based integrated onc 5,000
    Canines With A Cause Foundation
    4050 S 2700 East
    Salt Lake City,UT84124     		NONE PC Assistance Dog Program for Veterans 5,000
    Catholic Community Services of Utah
    224 North 2200 West
    Salt Lake City,UT84116     		NONE PC COVID-19 essential services emergency grant 9,000
    Chamber Orchestra Ogden
    5463 South 125 East
    Ogden,UT84405     		NONE PC 2020-2021 Season performances 5,000
    Children's Museum of Utah
    350 S 400 E
    Salt Lake City,UT84111     		NONE PC Therapeutic Preschool Program 7,500
    Children's Service Society of Utah
    444 W 100 S
    Salt Lake City,UT84101     		NONE PC Early Childhood Arts and Culture Program Support 3,500
    Columbus Foundation Inc
    655 East 4500 South 200
    Salt Lake City,UT84107     		NONE PC Home Visitation program 25,000
    Community Foundation of Utah
    3495 South West Temple
    Salt Lake City,UT84115     		NONE PC Pledge payment for Hub of Opportunity project 5,500
    Community Nursing Services
    2830 South Redwood Road Suite A
    West Valley City,UT84119     		NONE PC Charitable Immunization Program 5,000
    Craft Lake City
    351 Pierpont Ave 4b
    Salt Lake City,UT84101     		NONE PC The 12th Annual Craft Lake City? DIY Festival? 2,500
    Crossroads Urban Center
    347 South 400 East
    Salt Lake City,UT84111     		NONE PC COVID-19 essential services emergency grant 10,000
    Eccles Community Art Center
    2580 Jefferson Ave
    Ogden,UT84401     		NONE PC Updates for security lights, fountain and computer 10,000
    Encircle Family And Youth Resource Center
    91 W 200 S
    Provo,UT84601     		NONE PC Expanded Access to Mental Health Services 10,000
    English Skill Learning Center
    650 East 4500 South Suite 220
    Salt Lake City,UT871073075     		NONE PC Digital programming redesign 5,000
    Envision Utah
    254 S 600 E Ste 201
    Salt Lake City,UT84102     		NONE PC Utah Clean Air Toolkit 10,000
    Exponent Philanthropy
    1720 N Street
    NW Washington,DC20036     		NONE PC 2020 Annual Fund gift - general operations 1,000
    Eye Care Kids Foundation
    6911 S State Street
    Midvale,UT84047     		NONE PC Program operations 10,000
    Family Counseling Service of Northern Utah
    3518 Washington Blvd
    Ogden,UT84403     		NONE PC Healing Lives 5,000
    Family Promise Of Ogden
    Suite2 PO Box 13818
    Ogden,UT84412     		NONE PC Shelter/self-sufficiency program 5,000
    Family Support Center
    1760 West 4805 South
    Taylorsville,UT84129     		NONE PC Mission programming 5,000
    First Step House
    440 South 500 East
    Salt Lake City,UT84102     		NONE PC Primary Care Integration program 5,000
    Fit to Recover
    789 W 1390 S
    Salt Lake City,UT84104     		NONE PC Creative Arts program 5,000
    Foundation For Education For Generations
    866 Devon Ln
    Bountiful,UT840104416     		NONE PC Vision and Dental care 5,000
    Frameworks Arts Inc
    525 E Emerson Ave
    Salt Lake Cty,UT841052028     		NONE PC Digital Resources 3,000
    Friends for Sight
    6715 South 1300 East Suite 250
    Salt Lake Cty,UT84121     		NONE PC Vision Screening and Outreach Program 7,500
    Friends of Cedar Mesa
    567 W Main Street Highway 191 P
    Bluff,UT84512     		NONE PC Bears Ears Cultural Site Conservation Project 10,000
    Friends of Tracy Aviary
    589 East 1300 South
    Salt Lake City,UT84105     		NONE PC Urban Bird Festival 5,000
    Girl Scouts of Utah
    445 East 4500 South Suite 125
    Salt Lake City,UT84107     		NONE PC General program support 5,000
    Girls On The Run Utah Inc
    1625 S Foothill Drive
    Salt Lake City,UT84108     		NONE PC Program scholarship support 2,500
    Guadalupe Center Educational Programs
    1385 North 1200 West
    Salt Lake City,UT84116     		NONE PC Early Learning Center education for 2020-21 7,500
    Hawkwatch International Inc
    2240 South 900 East
    Salt Lake City,UT84106     		NONE PC Teaching Raptor Biology Through the Seasons 2,500
    Helping Hand Association Inc
    974 E South Temple
    Salt Lake City,UT84102     		NONE PC Treatment Programs 5,000
    Holy Cross Ministries
    860 East 4500 South Suite 204
    Salt Lake City,UT84107     		NONE PC Promotora Health Outreach Program 5,000
    Humane Society of Utah
    4242 South 300 West
    Murray,UT84107     		NONE PC Convert Humane Education Program to a virtual form 10,000
    Imagine Ballet Theater Inc
    PO Box 7
    Bountiful,UT840110007     		NONE PC Operating and production support 5,000
    Intermezzo Inc
    121 B St
    Salt Lake City,UT84103     		NONE PC Chamber Music Summer Series 5,000
    Intermountain Health Care Foundation
    4401 Harrison Blvd
    Ogden,UT84403     		NONE PC Cancer Center Project - pledge payment 250,000
    Intermountain Specialized Abuse Treatments
    1555 West 2200 South Suite A West
    Valley City,UT84119     		NONE PC Outpatient mental health treatment 5,000
    Intermountain Suzuki String Institute
    PO BOX 548 West
    Jordan,UT84088     		NONE PC Chamber Days with the Fry Street Quartet 2,500
    Intermountain Therapy Animals
    4050 South 2700 East
    Salt Lake City,UT84124     		NONE PC AAT & READ programs 10,000
    Jewish Family Service
    495 East 4500 South suite 100
    Salt Lake City,UT84107     		NONE PC Project Encourage/ Caregiver Connection 5,000
    Jordan Education Foundation
    7387 S Campus View Drive West
    Jordan,UT84084     		NONE PC Nature Education Programs 3,000
    Junior League of SLC
    526 East 300 South
    Salt Lake City,UT84103     		NONE PC Women Helping Women boutique 7,500
    Kostopulos Dream Foundation
    4180 E Emigration Canyon
    Salt Lake City,UT84108     		NONE PC Year-round programs 7,500
    Maliheh Free Clinic
    941 East 3300 South
    Salt Lake City,UT84107     		NONE PC 2020 Healthy Families Support Program 10,000
    Midtown Community Health Center
    2240 Adams Ave
    Ogden,UT84401     		NONE PC COVID-19 essential services emergency grant 5,000
    Mountain West Mothers' Milk Bank
    2995 S West Temple Ste C South
    Salt Lake City,UT84115     		NONE PC Support for construction costs for milk pasteuriza 12,500
    National Ability Center
    1000 Ability Way
    Park City,UT84060     		NONE PC Adaptive Equestrian Programming for Persons with D 7,500
    National Alliance on Mental Illness Utah
    1600 West 2200 South Suite 202 Wes
    Valley City,UT84119     		NONE PC Educational programs 7,500
    National Center on Shaken Baby Syndrome
    1433 N 1075 W Ste 110
    Farmington,UT840252746     		NONE PC Education w/in WIC and Home Visiting programs 4,000
    National Multiple Sclerosis Society - Utah South I
    1440 Foothill Drive Suite 200
    Salt Lake City,UT84108     		NONE PC MS Navigator Service 5,000
    Neighborhood House
    1050 W 500 S
    Salt Lake City,UT84105     		NONE PC Children?s Programs and Adult Day Services 15,000
    Nova Chamber Music Series
    PO Box 520962
    Salt Lake City,UT84152     		NONE PC FY20 to FY21 bridge funding 10,000
    Odyssey House Inc Utah
    344 E 100 South Suite 301
    Salt Lake City,UT84111     		NONE PC Martindale Integrated Health Clinic 10,000
    Ogden Nature Center
    966 West 12th Street
    Ogden,UT84404     		NONE PC Nature Education Programs 7,500
    Ogden School Foundation
    1950 Monroe Blvd
    Ogden,UT84401     		NONE SO III FI Classroom grants 10,000
    Ogden Surgical-Medical Society Foundation
    PO Box 9311
    Ogden,UT84410     		NONE PC 2020 virtual conference sponsorship 2,500
    Ogden Symphony Ballet Association
    638 E 26th Street
    Ogden,UT84401     		NONE PC Cinderella 10,000
    Ogden-Weber Applied Technology College Fo
    200 N Washington Blvd
    Ogden,UT84404     		NONE PC Student & Faculty Success Fund 10,000
    People Helping People Inc
    205 N 400 W
    Salt Lake City,UT84103     		NONE PC Employment Program 4,000
    Pete Suazo Business Center
    960 West 1700 South
    Salt Lake City,UT84104     		NONE PC Underserved Economic Development, Business and Fin 5,000
    Planned Parenthood Association of Utah
    654 S 900 E
    Salt Lake City,UT841023430     		NONE PC Health care and education 7,500
    Prevent Child Abuse Utah
    2121 South State Street Suite 202
    Salt Lake City,UT84115     		NONE PC Statewide School-Based Child Abuse Prevention Prog 7,500
    Rape Recovery Center
    2035 South 1300 East
    Salt Lake City,UT84105     		NONE PC Education teams 5,000
    Repertory Dance Theatre
    PO Box 510427
    Salt Lake City,UT841150427     		NONE PC Arts-in-education and covid-19 20,000
    Ririe-Woodbury Dance Company
    138 West Broadway
    Salt Lake City,UT84101     		NONE PC Statewide Education Program 20,000
    Roman Catholic Bishop Diocese of Salt Lake City
    2980 Quincy Ave
    Ogden,UT84403     		NONE PC Capital enhancements including Extended Day Progra 50,000
    Ronald McDonald House Charities
    935 E South Temple
    Salt Lake City,UT84102     		NONE PC Ronald McDonald House Share-A-Night Program 7,500
    Rowland Hall
    720 S Guardsman Way
    Salt Lake City,UT841081374     		NONE PC new Middle School campaign - pledge payment 25,000
    Salt Lake Acting Company
    168 W 500 N
    Salt Lake City,UT84103     		NONE PC 2020/2021 hybrid season 10,000
    Salt Lake Art Center
    20 S West Temple
    Salt Lake City,UT84101     		NONE PC Contemporary art exhibitions 20,000
    Salt Lake Arts Council Foundation
    54 Finch Lane
    Salt Lake City,UT84102     		NONE PC 2020 Living Traditions Programs 5,000
    Salt Lake Choral Artists
    1359 E 6400 S
    Salt Lake City,UT84121     		NONE PC Oct 2020 Masterworks concert - 2020-21 season 2,500
    Salt Lake City Film Center
    50 West Broadway Suite 1125
    Salt Lake City,UT84101     		NONE PC Programming 7,500
    Salt Lake City Mission
    1151 South Redwood Road Suite 106
    Salt Lake City,UT841100142     		NONE PC U Health Covid-19 Crisis Response & Patient Care F 5,000
    Salt Lake Community College Foundation
    4600 S Redwood Road AAB 101
    Salt Lake City,UT84123     		NONE PC PACE 2020-21 Scholarships 5,000
    Salt Lake Donated Dental Services
    1383 South 900 West Suite 128
    Salt Lake City,UT84104     		NONE PC Free comprehensive dental care to homeless and lo 5,000
    Salt Lake Film Society
    111 East Broadway Suite 99
    Salt Lake City,UT84111     		NONE PC Challenge matching grant - operations 10,000
    Salt Lake Symphony
    676 N East Capitol Blvd
    Salt Lake City,UT841032139     		NONE PC 2020-2021 Program: Covid edition 5,000
    Salty Cricket Composers Collective
    438 N 1300 W
    Salt Lake City,UT841162631     		NONE PC Covid-19 pandemic social outreach 5,000
    Scottish Rite Foundation of Utah
    650 E South Temple
    Salt Lake City,UT84102     		NONE PC speech-language therapy support 5,000
    Seager Memorial Clinic
    2775 Wall Avenue PO Box 150143
    Ogden,UT84416     		NONE PC Patient clinic visits 10,000
    Senior Charity Care Foundation
    1555 W 2200 S SUITE B West
    Valley City,UT84119     		NONE PC Senior oral and vision care 5,000
    Shelter The Homeless Inc
    242 W Paramount Ave
    Salt Lake City,UT84115     		NONE PC Essential Services for Homeless in Salt Lake 5,000
    Sierra Club Foundation
    2101 Webster Street Suite 1250
    Oakland,CA94612     		NONE PC Sierra Club Utah Chapter General Support 5,000
    Snowbasin Adaptive Sports Education Fou
    PO Box 1193
    Eden,UT84310     		NONE PC Miles of Smiles 2,500
    Somali Community Self Management Agency
    1361 South State Street Suite 132
    Salt lake City,UT84115     		NONE PC General program support 2,500
    Spy Hop Productions
    669 S West Temple Suite 202
    Salt lake City,UT84101     		NONE PC Digital Media Arts Programming 10,000
    St Anne's CenterLantern House
    269 west 33rd street
    Ogden,UT84401     		NONE PC COVID-19 essential services emergency grant 10,000
    Stanford University
    450 Serra Mall Building One
    Stanford,CA94305     		NONE PC Bill Lane Center for the American West - Dee Famil 100,000
    Success in Education Foundation
    111 E Broadway Suite 900
    Salt Lake City,UT84111     		NONE PC Road to Success Program 5,000
    Tamarisk Coalition
    244 N 7th St
    Grand Junction,CO81501     		NONE PC Support to Utah river restoration partnerships 7,500
    The Children's Center
    350 S 400 E
    Salt Lake City,UT84111     		NONE PC Therapeutic Preschool Program 10,000
    The Green Urban Lunchbox
    PO Box 651098 South
    Salt Lake City,UT84165     		NONE PC Yard-sharing urban garden initiative 2,500
    The INN Between
    1216 E 1300 S
    Salt Lake City,UT84104     		NONE PC Program operating support 7,500
    The Nature Conservancy
    559 East South Temple
    Salt Lake City,UT84102     		NONE PC Our World Our Utah Campaign - pledge payment 150,000
    The Road Home
    210 S Rio Grande Street
    Salt Lake City,UT84101     		NONE PC COVID-19 essential services emergency grant 12,500
    The Salt Lake Tribune Inc
    91 South 400 West Suite 700
    Salt Lake City,UT84101     		NONE PC Operating support to The Salt Lake Tribune, Inc 5,000
    The Salvation Army
    PO Box 2970
    Salt Lake City,UT841102970     		NONE PC COVID-19 essential services emergency grant 5,000
    The Sharing Place Inc
    1695 East 3300 South
    Salt Lake City,UT84106     		NONE PC Grief Support Services 5,000
    Torrey House Press
    150 State St Ste 100 Ofc 36
    Salt Lake City,UT84111     		NONE PC Blossom as the Cliffrose 5,000
    Trout Unlimited
    1777 N Kent Street Ste 100
    Arlington,VA22209     		NONE PC Restoration and Conservation projects in the Weber 20,000
    Union Station Foundation
    2501 Wall Ave
    Ogden,UT84315     		NONE PC 2020 Union Station Heritage Festival 5,000
    United Way of Northern Utah
    2955 Harrison Blvd Suite 201
    Ogden,UT84403     		NONE PC Welcome Baby Home Visitation Program 10,000
    United Way of the Great Salt Lake Area
    257 E 200 S STE 300
    Salt Lake City,UT84111     		NONE PC COVID-19 Community Response Fund 25,000
    University of Utah
    200 S Central Campus Drive Rm 101
    Salt Lake City,UT84112     		NONE PC U Health, Utah Genome Project - Dee Family Genomic 516,000
    Utah Animal Adoption Center
    1955 North Redwood Road
    Salt Lake City,UT84116     		NONE PC Dog and Cat adoption program 5,000
    Utah Arts Alliance
    663 W 100 S
    Salt Lake City,UT84104     		NONE PC General operating support for 2020-2021 Season 2,500
    Utah Arts and Cultural Coalition
    26 S Rio Grande St Ste 2072
    Salt Lake City,UT84101     		NONE PC Culture Your Way: Helping Arts & Cultural Organiza 2,500
    Utah Arts Festival
    230 S 500 W Suite 120
    Salt Lake City,UT84101     		NONE PC General operations for FY20 5,000
    Utah Center for Advanced Neuroscience Learning Enh
    6375 South Highland Drive 202
    Salt Lake City,UT84121     		NONE PC financially disadvantaged children 5,000
    Utah Chamber Artists
    11640 South Littler Road
    Sandy,UT84092     		NONE PC virtual 2020-2021 concert season 3,000
    Utah Clean Energy Alliance Inc
    1014 2nd Avenue
    Salt Lake City,UT84103     		NONE PC Utah Clean Energy's Key 2020 Programs 10,000
    Utah Council of the Blind
    PO Box 1415
    Bountiful,UT840111415     		NONE PC Ceramic Classes 2,500
    Utah Cultural Celebration Center Foundation
    1355 West 3100 South West
    Valley City,UT84119     		NONE PC Operational support for West Valley Arts programs 2,500
    Utah Dine Bikeyah
    352 S Denver St Ste 315
    Salt Lake City,UT841113054     		NONE PC Covid-19 relief grant for food & supplies to the B 5,000
    Utah Food Bank Services
    3150 South 900 West
    Salt Lake City,UT84119     		NONE PC COVID-19 essential services emergency grant 10,000
    Utah Foundation
    150 S State Street Suite 444
    Salt Lake City,UT84111     		NONE PC Social Capital in Utah study 10,000
    Utah Hemophilia Foundation
    772 East 3300 South suite 210
    Salt Lake City,UT84106     		NONE PC Camp Valor 3,500
    Utah Heritage Foundation
    375 N Canyon Rd
    Salt Lake City,UT84103     		NONE PC Historic Properties Program 5,000
    Utah Humanities Council
    202 West 300 North
    Salt Lake City,UT84103     		NONE PC 2021 Beehive Archive program 10,000
    Utah Nonprofits Association
    4900 South Highland Drive Suite B
    Holladay,UT84117     		NONE PC UNA Credential program 5,000
    Utah Open Lands Conservation Assoc
    1188 South Main St
    Salt Lake City,UT84115     		NONE PC Landscape Preservation 15,000
    Utah Pet Partners
    1049 South 1000 East
    Salt Lake City,UT84105     		NONE PC Expansion of therapy animals services in greater O 4,000
    Utah Pride Center Inc
    1380 South Main Street
    Salt Lake City,UT84115     		NONE PC Utah Pride Center?s SAGE Program for LGBTQ+ Senior 5,000
    Utah Rivers Council
    1055 East 2100 South Suite 201
    Salt Lake City,UT84106     		NONE PC Bear River Coalition Campaign 7,500
    Utah Symphony-Utah Opera
    123 West South Temple
    Salt Lake City,UT84101     		NONE PC Pledge payment - Annual Fund support 200,000
    Utah Youth Symphony Assoc
    2255 Sunnyside Avenue 58168
    Salt Lake City,UT84158     		NONE PC Operating costs 7,500
    Utah Zoological Society
    2600 East Sunnyside Ave
    Salt Lake City,UT84108     		NONE PC Support for a new home for meerkats and addition o 5,000
    Utahns for Culture
    254 West 400 South Suite 302
    Salt Lake City,UT84101     		NONE PC Building the Capacity of the Cultural Sector 5,000
    Voices for Utah Children
    747 E South Temple Suite 100
    Salt Lake City,UT84102     		NONE PC On-going advocacy for children's rights 5,000
    Volunteers of America Utah
    435 W Bearcat Drive
    Salt Lake City,UT84115     		NONE PC COVID-19 essential services emergency grant 10,000
    Wasatch Adaptive Sports
    9385 S Snowbird Center Dr
    Snowbird,UT84092     		NONE PC Adaptive Skiing Program 5,000
    Wasatch Community Gardens
    824 S 400 W Ste 127
    Salt Lake City,UT84101     		NONE PC Campus capital campaign 55,000
    Wasatch Homeless Health Care
    409 West 400 South
    Salt Lake City,UT84101     		NONE PC COVID-19 essential services emergency grant 15,000
    Weber Human Services Foundation
    237 26th Street
    Ogden,UT84015     		NONE PC Foundation General. Non restricted funding 5,000
    Weber Pathways
    POBox 972
    Ogden,UT84402     		NONE PC Support for annual operations budget. 7,500
    Weber State University
    3901 University Circle Weber State
    Ogden,UT844083901     		NONE PC Additional gift to Nursing Professorship Endowment 300,000
    Western Resource Advocates
    2260 Baseline Road Suite 200
    Boulder,CO80302     		NONE PC Water and land use integration work in No Utah 5,000
    Westminster College
    1840 South 1300 East
    Salt Lake City,UT84105     		NONE PC Great Salt Lake Institute 30,000
    Wild Utah Project
    824 South 400 West Suite B-117
    Salt Lake City,UT84101     		NONE PC 2020 Amphibian and Aquatic Habitat Assessments pro 5,000
    Women of the World
    415 East 3900 South
    Salt Lake City,UT84107     		NONE PC Self-Sufficiency Program 5,000
    YMCA of Northern Utah
    675 East 2100 South Suite 200
    Salt Lake City,UT84106     		NONE PC Programs or Capital Support 5,000
    Your Community Connection of OgdenN Utah
    2261 Adams Ave
    Ogden,UT84401     		NONE PC Adult and Children Educational programs 15,000
    Youth Driving for Values
    680 W 3300 S
    Salt Lake City,UT841193320     		NONE PC The First Tee Programs 2,500
    Youth Futures
    2760 Adams Ave
    Ogden,UT84403     		NONE PC Homelessness programs and services 5,000
    Youthlinc
    1166 East Brickyard Rd
    Salt Lake City,UT84106     		NONE PC Real Life program 2,500
    YWCA of Salt Lake City
    322 E 300 S
    Salt Lake City,UT84111     		NONE PC Programs that address for domestic violence 15,000
    K-1 Charitable Contributions
    1221 AVENUE OF THE AMERICAS 3RD FL
    NEW YORK,NY10020     		NONE PC CHARITABLE CONTRIBUTION FROM PASS THROUGH ACTIVITY - NHREF VIII GLOBAL-TE (U.S), LP 4
    Total .................................bullet 3a 2,800,004
    bApproved for future payment
    UTAH OPEN LANDS CONSERVATION ASSOC INC
    1488 S MAIN ST
    SALT LAKE CITY,UT84115     		NONE PC PRESERVATION OF THE ALBERT KOHLER LEGACY FARM 75,000
    UNIVERSITY OF UTAH- COLLEGE OF HUMANITIES
    255 SOUTH CENTRAL CAMPUS DRIVE LNCO
    SALT LAKE CITY,UT84112     		NONE PC Writing Studies Scholars program, which provides a free summer bridge course, transition-year scholarship, a cohort experience, and peer and faculty mentoring; and the summer ArtistsWriter's Colony at the Taft-Nicholson Center. 50,000
    Total .................................bullet 3b 125,000
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 ...........     		    14 146,879  
    4 Dividends and interest from securities....     14 962,945  
    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 ............     		525990 47,158 18 -523,079  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aPASSTHROUGH ACTIVITY     		525990 -22,949 01 251,150  
    bRETURN CHECKS     01 2,500  
    cTAX REBATES     01 16,362  
    dBNY REFUND     01 4,047  
    eCLASS ACTION SETTLEMENT     01 108  
    fOTHER INCOME     01 5,717  
    gFEDERAL TAX REFUND     01 53,838  
    12 Subtotal. Add columns (b), (d), and (e).. 24,209 920,467  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    944,676
    (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 (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    Lawrence & Janet Dee Foundation
    EIN:
    87-6150803
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 24,435 12,218   12,218

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

    TY 2020 DepreciationSchedule
    Name:
    Lawrence & Janet Dee Foundation
    EIN:
    87-6150803
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2020 ExplnOfNonFilingWithAGStmt
    Name:
    Lawrence & Janet Dee Foundation
    EIN:
    87-6150803
    Statement:
    The Attorney General for the State of Utah prefers that we do not send a copy of form 990-PF to their office unless specifically requested.

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    Lawrence & Janet Dee Foundation
    EIN:
    87-6150803
    Name of Bond End of Year Book Value End of Year Fair Market Value
    MORGAN STANLEY - 4252 4,242,132 4,676,481

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    Lawrence & Janet Dee Foundation
    EIN:
    87-6150803
    Name of Stock End of Year Book Value End of Year Fair Market Value
    MORGAN STANLEY SECURITIES 33,327,250 47,243,663

    TY 2020 InvestmentsOtherSchedule2
    Name:
    Lawrence & Janet Dee Foundation
    EIN:
    87-6150803
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MORGAN STANLEY ALTERNATIVES AT COST 7,607,375 9,596,552

    TY 2020 LegalFeesSchedule
    Name:
    Lawrence & Janet Dee Foundation
    EIN:
    87-6150803
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 28,180 0   28,180


    TY 2020 OtherAssetsSchedule
    Name:
    Lawrence & Janet Dee Foundation
    EIN:
    87-6150803
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    NH CAPITAL PARTNERS V CAYMAN 96,427 102,833 102,833
    ACL ALTERNATIVE FUND 975,664 1,053,318 1,053,318
    NHREF VII GLOBAL TE -322,696 120,115 120,115
    NHREF VIII GLOBAL TE (US) 109,412 11,792 11,792
    NH TV FEEDER FUND 866,089 1,292,837 1,292,837
    NH TACTICAL VALUE FUND 63,131 575,750 575,750
    NH TACTICAL VALUE FUND AIV 114,994 151,993 151,993


    TY 2020 OtherExpensesSchedule
    Name:
    Lawrence & Janet Dee Foundation
    EIN:
    87-6150803
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER EXPENSES 455 0   455
    INSURANCE 639 0   639
    DUES & SUBSCRIPTIONS 18,810 0   18,810
    OFFICE SUPPLIES 2,138 0   2,138
    BANK FEES 273 273   0
    TELEPHONE 408 0   408
    POSTAGE & DELIVERY 305 0   305
    FROM PASS THROUGH ACTIVITY 97,019 96,997   0


    TY 2020 OtherIncomeSchedule2
    Name:
    Lawrence & Janet Dee Foundation
    EIN:
    87-6150803
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    K-1 Income 228,201 251,150  
    Tax Rebates 16,362 16,362  
    US Treasury 53,838 0  
    BNY Refund 4,047 4,047  
    Class Action Clearing 108 108  
    Other Income 5,717 227  
    return check 2,500    


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    Lawrence & Janet Dee Foundation
    EIN:
    87-6150803
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 349,000 349,000    


    TY 2020 TaxesSchedule
    Name:
    Lawrence & Janet Dee Foundation
    EIN:
    87-6150803
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    2019 EXCISE TAX EXT PYMT 28,700 0    
    2019 INC TAX EXT PYMT 9,500      
    2019 EXCISE TAX DUE W/ RTRN 5,383      
    2019 INC TAX DUE W/ RTRN 3,306      
    FOREIGN TAXES FROM BROKERAGE 30,548 30,548