Form990-PF
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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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
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 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$526,898,066J 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... 11,248,328 10,416,340  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 41,385,009
b Gross sales price for all assets on line 6a 43,187,074
7 Capital gain net income (from Part IV, line 2)... 43,121,362
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 2,764,239 165,253  
12 Total. Add lines 1 through 11........ 55,397,576 53,702,955  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 630,000 333,500   296,500
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 81,180 0   101,373
b Accounting fees (attach schedule)....... Click to see attachment 17,000 0   17,000
c Other professional fees (attach schedule).... Click to see attachment 2,091,057 1,636,552   449,495
17 Interest...............   7,140    
18 Taxes (attach schedule) (see instructions)... Click to see attachment 696,661 38,840   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............   4,396    
21 Travel, conferences, and meetings.......        
22 Printing and publications.......... 4,813 0   4,813
23 Other expenses (attach schedule)....... Click to see attachment 50,912 824,391   56,006
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,571,623 2,844,819   925,187
25 Contributions, gifts, grants paid....... 24,479,736 20,690,724
26 Total expenses and disbursements. Add lines 24 and 25 28,051,359 2,844,819   21,615,911
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 27,346,217
b Net investment income (if negative, enter -0-) 50,858,136
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 402,093 2,278 2,278
2 Savings and temporary cash investments......... 19,368,006 13,350,698 13,350,698
3 Accounts receivable bullet64,788
Less: allowance for doubtful accounts bullet   174,527 64,788 64,788
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)..... 24,474,187 21,796,688 21,796,688
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.......... 19,170 25,044 25,044
10a Investments—U.S. and state government obligations (attach schedule) 23,764,438 Click to see attachment27,769,835 27,769,835
b Investments—corporate stock (attach schedule)....... 346,841,423 Click to see attachment386,718,854 386,718,854
c Investments—corporate bonds (attach schedule)....... 20,431,377 Click to see attachment16,936,691 16,936,691
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 60,233,190 Click to see attachment60,233,190 60,233,190
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) 495,708,411 526,898,066 526,898,066
Liabilities 17 Accounts payable and accrued expenses.......... 731,589 709,575
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)......... 731,589 709,575
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 517,050,252 520,915,703
28 Retained earnings, accumulated income, endowment, or other funds -22,073,430 5,272,788
29 Total net assets or fund balances (see instructions)..... 494,976,822 526,188,491
30 Total liabilities and net assets/fund balances (see instructions). 495,708,411 526,898,066
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
494,976,822
2
Enter amount from Part I, line 27a .....................
2
27,346,217
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
3,865,452
4
Add lines 1, 2, and 3 ..........................
4
526,188,491
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
526,188,491
Form 990-PF (2021)
Form 990-PF (2021)
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 KABOUTER P 2021-01-01 2021-12-31
b KABOUTER P 2021-01-01 2021-12-31
c STEWART INVESTORS P 2021-01-01 2021-12-31
d STEWART INVESTORS P 2021-01-01 2021-12-31
e REIHDE P 2021-01-01 2021-12-31
SOUTH WANSHIP P 2021-01-01 2021-12-31
LS REAL ESTATE IV P 2021-01-01 2021-12-31
CZECH II SENIOR LOAN TRUST P 2021-01-01 2021-12-31
SEPIO CAPITAL P 2021-01-01 2021-12-31
(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     9,806 -9,806
b 157,974     157,974
c 81,960     81,960
d 338,199     338,199
e 1,223,932     1,223,932
    3,897 -3,897
    35,049 -35,049
    16,960 -16,960
41,385,009     41,385,009
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       -9,806
b       157,974
c       81,960
d       338,199
e       1,223,932
      -3,897
      -35,049
      -16,960
      41,385,009
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 43,121,362
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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........................... 3 706,928
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- ..... 5 706,928
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 505,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 220,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 725,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 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 18,072
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet18,072 RefundedBullet 11 0
Part VI-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$ 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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
    Yes
     
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
    Yes
     
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
    Yes
     
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
    No
    c
    .........bullet
    d
    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? .................
    5d
    Yes
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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 CROCKER DIRECTOR
    4.00     		68,000 0 0
    6900 S 900 E 230
    MIDVALE,UT84047
    GARY CROCKER DIRECTOR
    4.00     		72,000 0 0
    6900 S 900 E 230
    MIDVALE,UT84047
    CHRISTINE HARRIS DIRECTOR
    3.00     		72,500 0 0
    6900 S 900 E 230
    MIDVALE,UT84047
    DALE HARRIS DIRECTOR
    5.00     		76,000 0 0
    6900 S 900 E 230
    MIDVALE,UT84047
    SHAUNA JOHNSON DIRECTOR
    5.00     		68,000 0 0
    6900 S 900 E 230
    MIDVALE,UT84047
    RALPH JOHNSON DIRECTOR
    6.00     		78,500 0 0
    6900 S 900 E 230
    MIDVALE,UT84047
    CAROL SMITH DIRECTOR
    5.00     		68,000 0 0
    6900 S 900 E 230
    MIDVALE,UT84047
    THOM WILLIAMSEN DIRECTOR
    3.00     		62,000 0 0
    6900 S 900 E 230
    MIDVALE,UT84047
    GAIL WILLIAMSEN DIRECTOR
    3.00     		65,000 0 0
    6900 S 900 E 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 (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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 782,825
    50 CALIFORNIA STREET SUITE 3525
    SAN FRANCISCO,CA94111
    SDI RESIDUAL ASSETS LLC CONSULTING 440,450
    6900 S 900 E 230
    MIDVALE,UT84047
    EAGLE CAPITAL MANAGEMENT LLC CONSULTING 301,518
    499 PARK AVENUE 17TH FLOOR
    NEW YORK,NY10022
    ATLANTA CAPITAL MANAGEMENT COMPANY LLC CONSULTING 167,607
    1075 PEACHTREE STREET NE STE 2100
    ATLANTA,GA30309
    PACIFIC RIDGE CAPITAL CONSULTING 165,511
    4900 MEADOWS RD 320
    LAKE OSWEGO,OR97035
    Total number of others receiving over $50,000 for professional services.............bullet4
    Part VIII-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 VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    417,919,244
    b
    Average of monthly cash balances.......................
    1b
    17,032,936
    c
    Fair market value of all other assets (see instructions)................
    1c
    89,403,490
    d
    Total (add lines 1a, b, and c).........................
    1d
    524,355,670
    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
    524,355,670
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    7,865,335
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    516,490,335
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    25,824,517
    Part X
    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 IX, line 6..................
    1
    25,824,517
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    706,928
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    706,928
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    25,117,589
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    25,117,589
    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 XII, line 1 ...
    7
    25,117,589
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 25,117,589
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 7,031,154
    b From 2017...... 1,561,134
    c From 2018...... 4,022,026
    d From 2019...... 6,711,240
    e From 2020...... 1,571,742
    f Total of lines 3a through e ........ 20,897,296
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 21,615,911
    a Applied to 2020, 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 2021 distributable amount..... 21,615,911
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 3,501,678 3,501,678
    (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 17,395,618
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		3,529,476
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		13,866,142
    10 Analysis of line 9:
    a Excess from 2017.... 1,561,134
    b Excess from 2018.... 4,022,026
    c Excess from 2019.... 6,711,240
    d Excess from 2020.... 1,571,742
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    A SOLDIERS HOME
    2305 E LORITA WAY
    COTTONWOOD HEIGHTS,UT84093     		NONE PC GENERAL CHARITABLE PURPOSES 15,000
    ABILITY FOUNDATION
    5236 GREENPINE DRIVE
    SALT LAKE CITY,UT84123     		NONE PC GENERAL CHARITABLE PURPOSES 15,000
    ALLIANCE HOUSE
    1724 S MAIN ST
    SALT LAKE CITY,UT84115     		NONE PC GENERAL CHARITABLE PURPOSES 40,000
    AMERICAN CANCER SOCIETY
    941 E 3300 S
    SALT LAKE CITY,UT84106     		NONE PC GENERAL CHARITABLE PURPOSES 25,000
    AMERICAN INDIAN SERVICES
    1902 NORTH CANYON ROAD SUITE 100
    PROVO,UT84604     		NONE PC GENERAL CHARITABLE PURPOSES 50,000
    AMERICAN NATIONAL RED CROSS
    555 E 300 S SUITE 200
    SALT LAKE CITY,UT84102     		NONE PC GENERAL CHARITABLE PURPOSES 60,000
    APPLIED TECHNOLOGY FOUNDATION
    508 E SOUTH TEMPLE A45
    SALT LAKE CITY,UT84102     		NONE PC GENERAL CHARITABLE PURPOSES 10,000
    ASIAN ASSOCIATION OF UTAH (REFUGEE & IMM)
    1588 S MAJOR STREET
    SALT LAKE CITY,UT84115     		NONE PC GENERAL CHARITABLE PURPOSES 30,000
    ASSISTANCE LEAGUE OF SALT LAKE
    PO BOX 9353
    SALT LAKE CITY,UT84109     		NONE PC GENERAL CHARITABLE PURPOSES 20,000
    ASSISTANCE LEAGUE OF SOUTHERN UTAH
    PO BOX 910728
    ST GEORGE,UT84791     		NONE PC GENERAL CHARITABLE PURPOSES 6,000
    BAD DOG ARTS
    824 S 400 W SUITE B129
    SALT LAKE CITY,UT84101     		NONE PC GENERAL CHARITABLE PURPOSES 5,000
    BALLET WEST
    50 W 200 S
    SALT LAKE CITY,UT84101     		NONE PC GENERAL CHARITABLE PURPOSES 45,000
    BECKET FUND
    1200 NEW HAMPSHIRE AVE NW
    WASHINGTON,DC20036     		NONE PC GENERAL CHARITABLE PURPOSES 75,000
    BEST BUDDIES UTAH
    1192 E DRAPER PKWY 103
    DRAPER,UT84020     		NONE PC GENERAL CHARITABLE PURPOSES 10,000
    BEST SEAT IN THE HOUSE
    1570 EAST 8600 SOUTH
    SANDY,UT84093     		NONE PC GENERAL CHARITABLE PURPOSES 2,500
    BIG BROTHERS - BIG SISTERS OF UTAH
    151 EAST 5600 SOUTH STE 200
    MURRAY,UT84107     		NONE PC GENERAL CHARITABLE PURPOSES 10,000
    BIKE UTAH (UTAH BICYCLE COALITION INC)
    3500 S MAIN ST STE 106
    SOUTH SALT LAKE,UT84115     		NONE PC GENERAL CHARITABLE PURPOSES 20,000
    BILL OF RIGHTS INSTITUTE
    1310 N COURTHOUSE RD 620
    ARLINGTON,VA22201     		NONE PC GENERAL CHARITABLE PURPOSES 150,000
    BOX ELDER COMMUNITY PANTRY
    PO BOX 22
    BRIGHAM CITY,UT84302     		NONE PC GENERAL CHARITABLE PURPOSES 35,000
    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 1,205,000
    BRIGHAM YOUNG UNIVERSITY - HAWAII
    52-220 KULANUI STREET
    LAIE,HI96762     		NONE PC GENERAL CHARITABLE PURPOSES 250,000
    BUILDING YOUTH AROUND THE WORLD
    198 E 4500 S
    MURRAY,UT84107     		NONE PC GENERAL CHARITABLE PURPOSES 7,500
    CACHE COMMUNITY FOOD PANTRY INC
    359 S MAIN STREET
    LOGAN,UT84321     		NONE PC GENERAL CHARITABLE PURPOSES 55,000
    CACHE VALLEY COWBOY RENDEZVOUS
    60 W CANYON ROAD
    PARADISE,UT84328     		NONE PC GENERAL CHARITABLE PURPOSES 25,000
    CALLED2SERVE FOUNDATION
    2250 N UNIVERSITY AVE
    PROVO,UT84604     		NONE PC GENERAL CHARITABLE PURPOSES 100,000
    CANCER WELLNESS HOUSE INC
    59 S 1100 E
    SALT LAKE CITY,UT84102     		NONE PC GENERAL CHARITABLE PURPOSES 5,000
    CANYON CREEK WOMEN'S CRISIS CENTER
    95 N MAIN STREET 22
    CEDAR CITY,UT84720     		NONE PC GENERAL CHARITABLE PURPOSES 40,000
    CHABAD LUBAVITCH OF UTAH
    1760 S 1100 E
    SALT LAKE CITY,UT84105     		NONE PC GENERAL CHARITABLE PURPOSES 25,000
    CHILDREN'S CENTER
    350 S 400 E
    SALT LAKE CITY,UT84111     		NONE PC GENERAL CHARITABLE PURPOSES 75,000
    CHILDREN'S SERVICE SOCIETY OF UTAH
    124 S 400 E 400
    SALT LAKE CITY,UT84111     		NONE PC GENERAL CHARITABLE PURPOSES 100,000
    CHRISTMAS BOX INTERNATIONAL
    3660 S WEST TEMPLE
    SALT LAKE CITY,UT84115     		NONE PC GENERAL CHARITABLE PURPOSES 25,000
    COMMUNITY DEVELOPMENT CORPORATION
    501 E 1700 S
    SALT LAKE CITY,UT84105     		NONE PC GENERAL CHARITABLE PURPOSES 50,000
    COMMUNITY HEALTH CONNECT
    591 S STATE ST
    PROVO,UT84606     		NONE PC GENERAL CHARITABLE PURPOSES 20,000
    COMMUNITY NURSING SERVICES
    2830 S REDWOOD ROAD
    WEST VALLEY CITY,UT84119     		NONE PC GENERAL CHARITABLE PURPOSES 40,000
    CONSERVATIVE PARTNERSHIP INSTITUTE INC
    611 PENNSYLVANIA AVE SE 407
    WASHINGTON,DC20007     		NONE PC GENERAL CHARITABLE PURPOSES 50,000
    COUNTRY HOME SOLUTIONS (NEIGHBORWORKS)
    39 WEST 300 NORTH
    PROVO,UT84604     		NONE PC GENERAL CHARITABLE PURPOSES 15,000
    CRAFT LAKE CITY
    351 PIERPONT AVE 4B
    SALT LAKE CITY,UT84101     		NONE PC GENERAL CHARITABLE PURPOSES 10,000
    CROCKER CATALYST FOUNDATION
    2825 E COTTONWOOD PKY
    SALT LAKE CITY,UT84121     		NONE PF GENERAL CHARITABLE PURPOSES 3,725,000
    CROSSROADS URBAN CENTER
    347 S 400 E
    SALT LAKE CITY,UT84111     		NONE PC GENERAL CHARITABLE PURPOSES 27,000
    DAVIS CITIZENS COALITION AGAINST VIOLENCE
    PO BOX 772
    KAYSVILLE,UT84037     		NONE PC GENERAL CHARITABLE PURPOSES 15,000
    DAVIS EDUCATION FOUNDATION
    45 E STATE ST
    FARMINGTON,UT84024     		NONE PC GENERAL CHARITABLE PURPOSES 75,000
    DAVIS PERFORMING ARTS ASSOCIATION
    525 N 400 W
    CENTERVILLE,UT84014     		NONE PC GENERAL CHARITABLE PURPOSES 10,000
    DISCOVERY GATEWAY CHILDREN'S MUSEUM
    444 W 100 S
    SALT LAKE CITY,UT84101     		NONE PC GENERAL CHARITABLE PURPOSES 12,500
    DOCTORS WITHOUT BORDERS
    333 7TH AVENUE 2ND FLOOR
    NEW YORK,NY21741     		NONE PC GENERAL CHARITABLE PURPOSES 200,000
    EATS PARK CITY
    PO BOX 682896
    PARK CITY,UT84067     		NONE PC GENERAL CHARITABLE PURPOSES 15,000
    ELIZABETH ACADEMY
    1916 LAKEWOOD DRIVE
    SALT LAKE CITY,UT84117     		NONE PC GENERAL CHARITABLE PURPOSES 1,750,000
    END VIOLENCE AGAINST WOMEN
    115 WEST ASTOR STE 208
    COLVILLE,WA99114     		NONE PC GENERAL CHARITABLE PURPOSES 20,000
    ENGLISH LANGUAGE CENTER OF CACHE VALLEY
    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,UT84107     		NONE PC GENERAL CHARITABLE PURPOSES 45,000
    ENTRAIDE US INC
    852 E NORTHCLIFFE DRIVE
    SALT LAKE CITY,UT84103     		NONE PC GENERAL CHARITABLE PURPOSES 150,000
    EPICENTER
    PO BOX 444
    GREEN RIVER,UT84525     		NONE PC GENERAL CHARITABLE PURPOSES 10,000
    EYE CARE 4 KIDS FOUNDATION
    6911 S STATE
    MIDVALE,UT84047     		NONE PC GENERAL CHARITABLE PURPOSES 50,000
    FAMILY COUNSELING SERVICE OF NORTHERN UTAH
    3518 WASHINGTON BLVD
    OGDEN,UT84403     		NONE PC GENERAL CHARITABLE PURPOSES 12,500
    FAMILY PROMISE OF OGDEN
    127 24TH STREET 2
    OGDEN,UT84401     		NONE PC GENERAL CHARITABLE PURPOSES 5,000
    FAMILY PROMISE OF SALT LAKE CITY
    814 WEST 800 SOUTH
    SALT LAKE CITY,UT84104     		NONE PC GENERAL CHARITABLE PURPOSES 20,000
    FAMILY SUMMIT FOUNDATION (GREIVING CHILD)
    1716 E 5600 S
    SOUTH OGDEN,UT84403     		NONE PC GENERAL CHARITABLE PURPOSES 10,000
    FAMILY SUPPORT CENTER
    1760 WEST 4805 SOUTH
    TAYLORSVILLE,UT84129     		NONE PC GENERAL CHARITABLE PURPOSES 70,000
    FAMILY SUPPORT CENTER OF WASHINGTON COUNTY
    310 W 200 N
    ST GEORGE,UT84770     		NONE PC GENERAL CHARITABLE PURPOSES 8,000
    FIGHT AGAINST DOMESTIC VIOLENCE
    3131 S RICHMOND ST
    SALT LAKE CITY,UT84106     		NONE PC GENERAL CHARITABLE PURPOSES 30,000
    FIRST STEP HOUSE INC
    411 GRANT STREET
    SALT LAKE CITY,UT84116     		NONE PC GENERAL CHARITABLE PURPOSES 42,000
    FIT TO RECOVER INC
    789 W 1390 S
    SALT LAKE CITY,UT84104     		NONE PC GENERAL CHARITABLE PURPOSES 40,000
    FLOURISH VENTURES
    PO BOX 651572
    SALT LAKE CITY,UT84165     		NONE PC GENERAL CHARITABLE PURPOSES 20,000
    FOR THE KIDS ORG
    230 SOUTH 500 WEST SUITE 260
    SALT LAKE CITY,UT84101     		NONE PC GENERAL CHARITABLE PURPOSES 12,000
    FOUR CORNERS SCHOOL OF OUTDOOR EDUCATION
    PO BOX 1029
    MONTICELLO,UT84535     		NONE PC GENERAL CHARITABLE PURPOSES 9,914
    FREE WHEELCHAIR MISSION
    15279 ALTON PARKWAY 300
    IRVINE,CA92618     		NONE PC GENERAL CHARITABLE PURPOSES 50,000
    FRIENDS FOR SIGHT
    661 S 200 E
    SALT LAKE CITY,UT84111     		NONE PC GENERAL CHARITABLE PURPOSES 10,000
    FRIENDS MINISTRIES INC
    913 CEDAR HOLLOW RD
    LEHI,UT84043     		NONE PC GENERAL CHARITABLE PURPOSES 20,000
    FRIENDS OF THE COALITION
    299 E 900 S
    PROVO,UT84606     		NONE PC GENERAL CHARITABLE PURPOSES 80,000
    FRIENDS OF THE GREAT SALT LAKE
    PO BOX 2655
    SALT LAKE CITY,UT84110     		NONE PC GENERAL CHARITABLE PURPOSES 7,500
    GRAND COUNTY SCHOOL DISTRICT
    264 SOUTH 400 EAST
    MOAB,UT84532     		NONE PC GENERAL CHARITABLE PURPOSES 12,000
    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 20,000
    HEALTH INTEGRATION AND RESILIENCY CENTER
    1909 TEXAS ST
    SALT LAKE CITY,UT84108     		NONE PC GENERAL CHARITABLE PURPOSES 20,000
    HEART & SOUL
    PO BOX 526142
    SALT LAKE CITY,UT84152     		NONE PC GENERAL CHARITABLE PURPOSES 30,000
    HEARTS KNIT TOGETHER
    4124 LIBERTY CREEK DR
    SOUTH JORDAN,UT84009     		NONE PC GENERAL CHARITABLE PURPOSES 70,000
    HELPING HAND ASSOCIATION INC
    974 E SOUTH TEMPLE
    SALT LAKE CITY,UT84102     		NONE PC GENERAL CHARITABLE PURPOSES 17,500
    HERITAGE FOUNDATION
    214 MASSACHUSETTS AVE NE
    WASHINGTON,DC20002     		NONE PC GENERAL CHARITABLE PURPOSES 25,000
    HOLY CROSS MINISTRIES
    860 E 4500 S 204
    SALT LAKE CITY,UT84107     		NONE PC GENERAL CHARITABLE PURPOSES 20,000
    HUMAN COALITION
    7800 N DALLAS PARKWAY STE 550
    PLANO,TX75024     		NONE PC GENERAL CHARITABLE PURPOSES 25,000
    IMMIGRANT LEGAL SERVICES
    4055 S 700 E 200
    SALT LAKE CITY,UT84107     		NONE PC GENERAL CHARITABLE PURPOSES 40,000
    IMPACT MENTAL HEALTH (POLIZZI)
    515 E 4500 S STE G220
    SALT LAKE CITY,UT84107     		NONE PC GENERAL CHARITABLE PURPOSES 70,000
    INDIGENOUS INTERNATIONAL
    153 E 600 N
    PROVO,UT84606     		NONE PC GENERAL CHARITABLE PURPOSES 20,000
    INTERMOUNTAIN SPECIALIZED ABUSE TREATMENT
    1555 W 2200 S SUITE A
    WEST VALLEY CITY,UT84119     		NONE PC GENERAL CHARITABLE PURPOSES 20,000
    INTERNATIONAL VISITORS UTAH COUNCIL
    1840 SOUTH 1300 EAST
    SALT LAKE CITY,UT84105     		NONE PC GENERAL CHARITABLE PURPOSES 10,000
    JEWISH FAMILY SERVICE
    1111 E BRICKYARD ROAD 218
    SALT LAKE CITY,UT84106     		NONE PC GENERAL CHARITABLE PURPOSES 20,000
    JOSEPH JAMES MORELLI LEGACY FOUNDATION
    7585 RANCH CLUB TRAIL
    PARK CITY,UT84098     		NONE PC GENERAL CHARITABLE PURPOSES 30,000
    JOURNEY OF HOPE INC
    925 S 200 W B
    SALT LAKE CITY,UT84101     		NONE PC GENERAL CHARITABLE PURPOSES 30,000
    JUMP THE MOON FOUNDATION
    553 N MAIN
    LOGAN,UT84321     		NONE PC GENERAL CHARITABLE PURPOSES 65,000
    JUNIOR LEAGUE OF SALT LAKE CITY INC
    526 E 300 S
    SALT LAKE CITY,UT84121     		NONE PC GENERAL CHARITABLE PURPOSES 45,000
    KIDS ON THE MOVE INC
    475 W 260 N
    OREM,UT84057     		NONE PC GENERAL CHARITABLE PURPOSES 145,000
    KONY CHARITIES
    619 S BLUFF TOWER 1 SUITE 300
    ST GEORGE,UT84770     		NONE PC GENERAL CHARITABLE PURPOSES 15,000
    LIBERTAS INSTITUTE
    785 E 200 S 2
    LEHI,UT84043     		NONE PC GENERAL CHARITABLE PURPOSES 60,000
    LIVE YOUR DREAM
    3651 N 100 E
    PROVO,UT84604     		NONE PC GENERAL CHARITABLE PURPOSES 15,000
    LOVELAND LIVING PLANET AQUARIUM
    12033 S LONE PEAK PKWY
    DRAPER,UT84020     		NONE PC GENERAL CHARITABLE PURPOSES 10,000
    MALIHEH FREE CLINIC
    415 E 3900 S
    SOUTH SALT LAKE,UT84107     		NONE PC GENERAL CHARITABLE PURPOSES 100,000
    MOAB FREE HEALTH CLINIC
    380 N 500 W
    MOAB,UT84532     		NONE PC GENERAL CHARITABLE PURPOSES 45,000
    MOAB VALLEY MULTICULTURAL CENTER
    156 N 100 W
    MOAB,UT84532     		NONE PC GENERAL CHARITABLE PURPOSES 15,000
    MOBILE SURGERY INTERNATIONAL INC
    3803 LITTLE COTTONWOOD LANE
    SANDY,UT84092     		NONE PC GENERAL CHARITABLE PURPOSES 350,000
    MORE GOOD FOUNDATION
    3507 N UNIVERSITY AVE
    PROVO,UT84604     		NONE PF GENERAL CHARITABLE PURPOSES 77,600
    MUNDI PROJECT
    PO BOX 520696
    SALT LAKE CITY,UT84152     		NONE PC GENERAL CHARITABLE PURPOSES 15,000
    MUSIC THEATRE WEST
    PO BOX 3542
    LOGAN,UT84323     		NONE PC GENERAL CHARITABLE PURPOSES 10,000
    NATIONAL ALLIANCE ON 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 W SUITE 110
    FARMINGTON,UT84025     		NONE PC GENERAL CHARITABLE PURPOSES 15,000
    NATIONAL INVESTORS HALL OF FAME
    3701 HIGHLAND PARK NW
    NORTH CANTON,OH44720     		NONE PC GENERAL CHARITABLE PURPOSES 10,000
    NATIONAL KIDNEY FOUNDATION INC
    3707 NORTH CANYON ROAD SUITE 1D
    PROVO,UT84604     		NONE PC GENERAL CHARITABLE PURPOSES 30,000
    NEEDS BEYOND MEDICINE
    PO BOX 521618
    SALT LAKE CITY,UT84152     		NONE PC GENERAL CHARITABLE PURPOSES 75,000
    NUZZLES & CO
    6466 N HIGHVIEW RD
    PEOA,UT84061     		NONE PC GENERAL CHARITABLE PURPOSES 10,000
    ODYSSEY HOUSE INC UTAH
    344 E 100 S SUITE 301
    SALT LAKE CITY,UT84111     		NONE PC GENERAL CHARITABLE PURPOSES 50,000
    ON PITCH PERFORMING ARTS INC
    587 N MAIN ST
    LAYTON,UT84041     		NONE PC GENERAL CHARITABLE PURPOSES 15,000
    OPERATION SMILE INC
    PO BOX 581108
    SALT LAKE CITY,UT84158     		NONE PC GENERAL CHARITABLE PURPOSES 100,000
    OPERATION WARM INC
    6 DICKINSON DRIVE SUITE 314
    CHADDS FORD,PA19317     		NONE PC GENERAL CHARITABLE PURPOSES 100,000
    OUELESSEBOUGOU ALLIANCE
    10 W 100 S 605
    SALT LAKE CITY,UT84101     		NONE PC GENERAL CHARITABLE PURPOSES 17,000
    PACHYONYCHIA CONGENITA FUND
    PO BOX 17850
    HOLLADAY,UT84117     		NONE PC GENERAL CHARITABLE PURPOSES 30,000
    PEACE HOUSE INC
    1960 SINDEWINDER DR
    PARK CITY,UT84060     		NONE PC GENERAL CHARITABLE PURPOSES 10,000
    PEOPLE HELPING PEOPLE INC
    205 N 400 W
    SALT LAKE CITY,UT84103     		NONE PC GENERAL CHARITABLE PURPOSES 25,000
    PEOPLES HEALTH CLINIC
    PO BOX 681558
    PARK CITY,UT84068     		NONE PC GENERAL CHARITABLE PURPOSES 15,000
    PHYSICIANS FOR PEACE
    520 W 21ST G2103
    NORFOLK,VA23517     		NONE PC GENERAL CHARITABLE PURPOSES 25,000
    PLAYWORKS EDUCATION ENERGIZED
    1214 WILMINGTON AVE 102
    SALT LAKE CITY,UT84106     		NONE PC GENERAL CHARITABLE PURPOSES 80,000
    PROTESTANT EPISCOPAL CHURCH YOUTH IMPACT
    2305 GRANT AVE
    OGDEN,UT84401     		NONE PC GENERAL CHARITABLE PURPOSES 5,000
    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
    RAISE THE FUTURE (ADOPTION EXCHANGE)
    7414 S STATE STREET
    MIDVALE,UT84047     		NONE PC GENERAL CHARITABLE PURPOSES 50,000
    RAPE RECOVERY CENTER
    2035 S 1300 E
    SALT LAKE CITY,UT84105     		NONE PC GENERAL CHARITABLE PURPOSES 30,000
    REACH 10
    534 E 550 N
    SPRINGVILLE,UT84663     		NONE PC GENERAL CHARITABLE PURPOSES 7,000
    REPERTORY DANCE THEATER
    138 W BROADWAY
    SALT LAKE CITY,UT84101     		NONE PC GENERAL CHARITABLE PURPOSES 15,000
    RISE AND REBUILD FOUNDATION
    3008 FALLENTINE ROAD
    SANDY,UT84093     		NONE PC GENERAL CHARITABLE PURPOSES 71,000
    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 100,000
    SALT CONTEMPORARY DANCE
    712 S 100 W
    LEHI,UT84043     		NONE PC GENERAL CHARITABLE PURPOSES 15,000
    SALT LAKE ACTING COMPANY
    168 WEST 500 NORTH
    SALT LAKE CITY,UT84103     		NONE PC GENERAL CHARITABLE PURPOSES 5,000
    SALT LAKE CITY BICYCLE COLLECTIVE
    PO BOX 1028
    SALT LAKE CITY,UT84110     		NONE PC GENERAL CHARITABLE PURPOSES 25,000
    SALT LAKE CITY MISSION
    PO BOX 142
    SALT LAKE CITY,UT84110     		NONE PC GENERAL CHARITABLE PURPOSES 85,000
    SALT LAKE DONATED DENTAL SERVICES
    1383 S 900 W
    SALT LAKE CITY,UT84104     		NONE PC GENERAL CHARITABLE PURPOSES 50,000
    SCOTTISH RITE FOUNDATION
    650 E SOUTH TEMPLE
    SALT LAKE CITY,UT84102     		NONE PC GENERAL CHARITABLE PURPOSES 15,000
    SENIOR CHARITY CARE FOUNDATION
    PO BOX 744
    KAYSVILLE,UT84037     		NONE PC GENERAL CHARITABLE PURPOSES 35,000
    SHARING PLACE INC
    1695 E 3300 S
    SALT LAKE CITY,UT84106     		NONE PC GENERAL CHARITABLE PURPOSES 15,000
    SNOWBASIN ADAPTIVE SPORTS EDUCATION
    PO BOX 1193
    EDEN,UT84310     		NONE PC GENERAL CHARITABLE PURPOSES 25,000
    SOUTH VALLEY SANCTUARY
    PO BOX 1028
    WEST JORDAN,UT84084     		NONE PC GENERAL CHARITABLE PURPOSES 105,000
    SOUTHERN SUDAN HUMANITARIAN
    4908 WAIMEA WAY
    HOLLADAY,UT84107     		NONE PC GENERAL CHARITABLE PURPOSES 25,000
    SOUTHERN UTAH UNIVERSITY - UTAH SHAKESPEARE FESTIVAL
    13 S 300 W
    CEDAR CITY,UT84720     		NONE PC GENERAL CHARITABLE PURPOSES 175,000
    SOUTHERN VIRGINIA UNIVERSITY
    ONE UNIVERSITY HILL DR
    BUENA VISTA,VA24416     		NONE PC GENERAL CHARITABLE PURPOSES 25,000
    ST ANNE'S CENTER
    137 W BINFORD
    OGDEN,UT84401     		NONE PC GENERAL CHARITABLE PURPOSES 35,000
    ST GEORGE CHILDREN'S MUSEUM
    86 S MAIN STREET
    ST GEORGE,UT84770     		NONE PC GENERAL CHARITABLE PURPOSES 20,000
    SUCCESS IN EDUCATION FOUNDATION
    405 S MAIN STREET 1200
    SALT LAKE CITY,UT84111     		NONE PC GENERAL CHARITABLE PURPOSES 10,000
    SUDDEN ARRYTHMIA DEATH SYNDROME
    508 E SOUTH TEMPLE 202
    SALT LAKE CITY,UT84102     		NONE PC GENERAL CHARITABLE PURPOSES 25,000
    TEXAS PUBLIC POLICY FOUNDATION
    901 CONGRESS AVE
    AUSTIN,TX78701     		NONE PC GENERAL CHARITABLE PURPOSES 50,000
    THANKSGIVING POINT INSTITUTE
    3003 N THANKSGIVING WAY
    LEHI,UT84043     		NONE PC GENERAL CHARITABLE PURPOSES 250,000
    THE FOUNDATION FOR FAMILY LIFE OF UTAH
    1878 W 12600 S 230
    RIVERTON,UT84065     		NONE PC GENERAL CHARITABLE PURPOSES 30,000
    THE GOOD SAMARITAN FOUNDATION
    6925 UNION PARK CENTER 500
    MIDVALE,UT84047     		NONE PF GENERAL CHARITABLE PURPOSES 70,000
    THE GREEN URBAN LUNCH BOX
    2026 S 500 E
    SALT LAKE CITY,UT84105     		NONE PC GENERAL CHARITABLE PURPOSES 20,000
    THE INN BETWEEN
    340 S GOSHEN ST
    SALT LAKE CITY,UT84104     		NONE PC GENERAL CHARITABLE PURPOSES 60,000
    THE LEONARDO (LIBRARY SQUARE FOUNDATION)
    209 E 500 S
    SALT LAKE CITY,UT84111     		NONE PC GENERAL CHARITABLE PURPOSES 15,000
    THE LITERACY PROJECT FOUNDATION
    124 TUSTIN AVENUE SUITE 103
    NEWPORT BEACH,CA92663     		NONE PC GENERAL CHARITABLE PURPOSES 8,000
    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 150,000
    THE ROAD HOME
    210 S RIO GRANDE
    SALT LAKE CITY,UT84101     		NONE PC GENERAL CHARITABLE PURPOSES 235,000
    THE SANDY CLUB A SAFE PLACE
    450 E 8680 S
    SANDY,UT84070     		NONE PC GENERAL CHARITABLE PURPOSES 25,000
    THE UTAH ANTI-BULLYING COALITION
    PO BOX 4522
    PARK CITY,UT84060     		NONE PC GENERAL CHARITABLE PURPOSES 20,000
    THE YMCA OF NORTHERN UTAH
    3048 W 1800 N
    CLINTON,UT84015     		NONE PC GENERAL CHARITABLE PURPOSES 22,000
    TIMPANOGOS LEGAL CENTER
    3301 N UNIVERSITY AVENUE
    PROVO,UT84604     		NONE PC GENERAL CHARITABLE PURPOSES 40,000
    U CAN LEARN
    6375 S HIGHLAND DRIVE 202
    SALT LAKE CITY,UT84121     		NONE PC GENERAL CHARITABLE PURPOSES 20,000
    UNITED WAY OF EASTERN UTAH
    81 NORTH 200 EAST
    PRICE,UT84501     		NONE PC GENERAL CHARITABLE PURPOSES 10,000
    UNIVERSITY OF UTAH
    1395 E PRESIDENTS CIRCLE
    SALT LAKE CITY,UT84112     		NONE PC GENERAL CHARITABLE PURPOSES 571,305
    UTAH ARTS ALLIANCE
    663 WEST 100 SOUTH
    SALT LAKE CITY,UT84112     		NONE PC GENERAL CHARITABLE PURPOSES 15,000
    UTAH COUNCIL OF THE BLIND
    1301 W 500 S
    WOODS CROSS,UT84087     		NONE PC GENERAL CHARITABLE PURPOSES 35,000
    UTAH FOOD BANK
    3150 S 900 W
    SALT LAKE CITY,UT84119     		NONE PC GENERAL CHARITABLE PURPOSES 400,000
    UTAH HEALTH AND HUMAN RIGHTS PROJECT
    225 S 200 E SUITE 250
    SALT LAKE CITY,UT84111     		NONE PC GENERAL CHARITABLE PURPOSES 25,000
    UTAH INFERTILITY RESOURCE CENTER
    1565 E 3300 S
    SALT LAKE CITY,UT84106     		NONE PC GENERAL CHARITABLE PURPOSES 35,000
    UTAH PARENT CENTER INC
    230 WEST 200 SOUTH 1101
    SALT LAKE CITY,UT84101     		NONE PC GENERAL CHARITABLE PURPOSES 25,000
    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 TEACHERS ASSOCIATION
    N-143 EYRING SCIENCE CENTER
    PROVO,UT84602     		NONE PC GENERAL CHARITABLE PURPOSES 25,000
    UTAH SYMPHONY AND OPERA
    123 W SOUTH TEMPLE
    SALT LAKE CITY,UT84101     		NONE PC GENERAL CHARITABLE PURPOSES 160,000
    UTAH VALLEY FAMILY SUPPORT CENTER
    1255 N 1200 W
    OREM,UT84057     		NONE PC GENERAL CHARITABLE PURPOSES 50,000
    UTAH VALLEY UNIVERSITY
    800 WEST UNIVERSITY PARKWAY
    OREM,UT84058     		NONE PC GENERAL CHARITABLE PURPOSES 172,657
    UTAH YOUTH SYMPHONY ASSOCIATION
    1292 FEDERAL HEIGHTS DR
    SALT LAKE CITY,UT84103     		NONE PC GENERAL CHARITABLE PURPOSES 10,000
    VALLEY MENTAL HEALTH
    5965 S 900 E SUITE 420
    SALT LAKE CITY,UT84121     		NONE PC GENERAL CHARITABLE PURPOSES 50,000
    VOLUNTEERS OF AMERICA
    435 BEARCAT DRIVE
    SALT LAKE CITY,UT84115     		NONE PC GENERAL CHARITABLE PURPOSES 65,000
    WALDEN SCHOOL
    4266 N UNIVERSITY AVE
    PROVO,UT84604     		NONE PC GENERAL CHARITABLE PURPOSES 78,000
    WASATCH ADAPTIVE SPORTS
    9385 S SNOWBIRD CENTER DRIVE
    SNOWBIRD,UT84092     		NONE PC GENERAL CHARITABLE PURPOSES 30,000
    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 125,000
    WASHINGTON COUNTY HISTORICAL SOCIETY
    PO BOX 404
    ST GEORGE,UT84771     		NONE PC GENERAL CHARITABLE PURPOSES 7,500
    WATTS OF LOVE
    900 WARREN AVE
    DOWNERS GROVE,IL60515     		NONE PC GENERAL CHARITABLE PURPOSES 25,000
    WHOLIVES
    10102 COPPER KING LN
    SOUTH JORDAN,UT84095     		NONE PC GENERAL CHARITABLE PURPOSES 50,000
    WOMEN OF THE WORLD
    3347 S MAIN ST
    SALT LAKE CITY,UT84115     		NONE PC GENERAL CHARITABLE PURPOSES 20,000
    WOW UTAH INC
    14268 LONG RIDGE DRIVE
    HERRIMAN,UT84096     		NONE PC GENERAL CHARITABLE PURPOSES 25,000
    YOUTH DRIVING FOR VALUES (FIRST TEE UTAH)
    680 WEST 3300 SOUTH
    SALT LAKE CITY,UT84119     		NONE PC GENERAL CHARITABLE PURPOSES 5,000
    YOUTH FUTURES
    2760 ADAMS AVE
    OGDEN,UT84403     		NONE PC GENERAL CHARITABLE PURPOSES 120,000
    YOUTH WINTERSPORTS ALLIANCE
    PO BOX 681698
    PARK CITY,UT84068     		NONE PC GENERAL CHARITABLE PURPOSES 10,000
    YOUTHLINC
    1140 EAST BRICKYARD ROAD 76
    SALT LAKE CITY,UT84106     		NONE PC GENERAL CHARITABLE PURPOSES 50,000
    ZAMBIA'S SCHOLARSHIP FUND
    6035 N 4500 W
    BEAR RIVER CITY,UT84301     		NONE PC GENERAL CHARITABLE PURPOSES 30,000
    ZION CANYON MESA
    BOX 145
    SPRINGDALE,UT84767     		NONE PF GENERAL CHARITABLE PURPOSES 30,000
    ABOUT LOVE AND LANGUAGE
    1211 N 220 E
    PLEASANT GROVE,UT84062     		NONE PC GENERAL CHARITABLE PURPOSES 4,440
    ARTISTIC RESOURCES TEACHERS AND STUDENTS
    12884 SO FRONTRUNNER BLVD 140
    DRAPER,UT84020     		NONE PC GENERAL CHARITABLE PURPOSES 10,000
    CAPITAL RESEARCH CENTER
    1513 16TH ST NW
    WASHINGTON,DC20036     		NONE PC GENERAL CHARITABLE PURPOSES 75,000
    CENTER FOR RELIGION AND DIPLOMACY INC
    1003 K STREET NW SUITE 400
    WASHINGTON,DC20001     		NONE PC GENERAL CHARITABLE PURPOSES 25,000
    CENTER FOR WOMEN AND CHILDREN IN CRISIS
    1433 EAST 840 NORTH
    OREM,UT84097     		NONE PC GENERAL CHARITABLE PURPOSES 50,000
    CENTRO HISPANO
    650 W 100 N
    PROVO,UT84601     		NONE PC GENERAL CHARITABLE PURPOSES 20,000
    CHILDRENS THEATRE AND SCHOOL OF ARTS
    3605 S STATE ST
    SOUTH SALT LAKE,UT84115     		NONE PC GENERAL CHARITABLE PURPOSES 7,500
    CHURCH OF JESUS CHRIST OF LATTER-DAY SAINTS
    50 E SOUTH TEMPLE
    SALT LAKE CITY,UT84150     		NONE PC GENERAL CHARITABLE PURPOSES 200,000
    CITIZENS AGAINST PHYSICAL & SEXUAL ABUSE
    308 W 1000 N
    LOGAN,UT84321     		NONE PC GENERAL CHARITABLE PURPOSES 75,000
    COACH MIKE'S FRIENDS OF PUBLIC TENNIS
    1216 S WASATCH DRIVE
    SALT LAKE CITY,UT84108     		NONE PC GENERAL CHARITABLE PURPOSES 100,000
    COLUMBUS ADULT EDUCATION CENTER
    1860 SOUTH 300 EAST
    SALT LAKE CITY,UT84111     		NONE PC GENERAL CHARITABLE PURPOSES 20,000
    CONTINUE MISSION
    1002 WEST 900 SOUTH
    WOODS CROSS,UT84087     		NONE PC GENERAL CHARITABLE PURPOSES 600
    DOCTORS VOLUNTEER CLINIC OF ST GEORGE
    1036 E RIVERSIDE DR
    ST GEORGE,UT84790     		NONE PC GENERAL CHARITABLE PURPOSES 20,000
    EMERY TOWN HERITAGE COUNCIL
    65 NORTH CENTER PO BOX 108
    EMERY,UT84522     		NONE PC GENERAL CHARITABLE PURPOSES 20,000
    EMPOWER MALI
    10412 N OAK CIRCLE
    HIGHLAND,UT84003     		NONE PC GENERAL CHARITABLE PURPOSES 25,000
    ENCIRCLE FAMILY AND YOUTH RESOURCE CENTER
    331 S 600 E
    SALT LAKE CITY,UT84102     		NONE PC GENERAL CHARITABLE PURPOSES 100,000
    ENSIGN COLLEGE
    1450 N UNIVERSITY AVENUE
    PROVO,UT84604     		NONE PC GENERAL CHARITABLE PURPOSES 500,000
    EPHRAIM CITY
    5 S MAIN STREET
    EPHRAIM,UT84627     		NONE PC GENERAL CHARITABLE PURPOSES 50,000
    EPHRAIM MIDDLE SCHOOL
    555 S 100 E
    EPHRAIM,UT84627     		NONE PC GENERAL CHARITABLE PURPOSES 11,000
    FRIENDS OF ARCHES & CANYONLANDS PARKS
    2282 S WEST RESOURCE BLVD PO BOX
    1680
    MOAB,UT84532     		NONE PC GENERAL CHARITABLE PURPOSES 10,000
    FRIENDS OF LIAHONA INC
    2464 W 450 S
    PLEASANT GROVE,UT84062     		NONE PC GENERAL CHARITABLE PURPOSES 25,000
    FRIENDS OF SL COUNTY CHILDREN'S JUSTICE
    8282 SOUTH 2200 WEST
    WEST JORDAN,UT84088     		NONE PC GENERAL CHARITABLE PURPOSES 10,000
    FRIENDS OF SWITCHPOINT INC
    948 NORTH 1300 WEST
    ST GEORGE,UT84770     		NONE PC GENERAL CHARITABLE PURPOSES 60,000
    FRIENDS OF THE GREEN RIVER PACT INC
    125 S LONG ST / PO BOX 191
    GREEN RIVER,UT84525     		NONE PC GENERAL CHARITABLE PURPOSES 30,000
    FRIENDS OF THE MOAB FOLK MUSIC FESTIVAL
    PO BOX 1082
    MOAB,UT84532     		NONE PC GENERAL CHARITABLE PURPOSES 10,000
    FUTUREINDESIGN
    720 W PRICE RIVER DRIVE
    PRICE,UT84501     		NONE PC GENERAL CHARITABLE PURPOSES 50,000
    GET OUTSIDE
    2274 MOUNTAIN VIEW CIRCLE
    ST GEORGE,UT84790     		NONE PC GENERAL CHARITABLE PURPOSES 6,000
    GHANA MAKE A DIFFERENCE INC
    12000 W NEW HOPE RD
    STAR,ID83646     		NONE PC GENERAL CHARITABLE PURPOSES 20,000
    GIRLS ON THE RUN UTAH INC
    1625 FOOTHILL DRIVE
    SALT LAKE CITY,UT84108     		NONE PC GENERAL CHARITABLE PURPOSES 20,000
    GUADALUPE CENTER EDUCATIONAL PROGRAMS INC
    1385 N 1200 W
    SALT LAKE CITY,UT84116     		NONE PC GENERAL CHARITABLE PURPOSES 10,000
    HABITAT OF HUMANITY OF SOUTHWEST UTAH
    835 SO BLUFF ST
    ST GEORGE,UT84770     		NONE PC GENERAL CHARITABLE PURPOSES 40,000
    HALE CENTRE THEATRE
    9900 SOUTH MONROE STREET
    SANDY,UT84070     		NONE PC GENERAL CHARITABLE PURPOSES 15,000
    HEALING HANDS FOR HAITI FOUNDATION INC
    PO BOX 521800
    SALT LAKE CITY,UT84152     		NONE PC GENERAL CHARITABLE PURPOSES 250,000
    HOLE IN THE ROCK FOUNDATION
    550 BLACK LOCUST AVE NE
    WASHINGTON,DC20002     		NONE PC GENERAL CHARITABLE PURPOSES 25,000
    HOPE ABIDES
    5012 MACBETH DRIVE
    ANACORTES,WA98221     		NONE PC GENERAL CHARITABLE PURPOSES 6,000
    HOUSE OF HOPE
    857 EAST 200 SOUTH
    SALT LAKE CITY,UT84102     		NONE PC GENERAL CHARITABLE PURPOSES 15,000
    HUMANE SOCIETY OF UTAH
    4242 S 300 W
    MURRAY,UT84107     		NONE PC GENERAL CHARITABLE PURPOSES 10,000
    IHHELPP INC
    2553 NORTH 1000 EAST
    PROVO,UT84604     		NONE PC GENERAL CHARITABLE PURPOSES 27,000
    INSITITUTE FOR CONTINUED LEARNING
    658 E 200 S
    ST GEORGE,UT84770     		NONE PC GENERAL CHARITABLE PURPOSES 30,000
    INTERMOUNTAIN HEALTHCARE FOUNDATION INC
    36 SOUTH STATE STREET
    SALT LAKE CITY,UT84111     		NONE PC GENERAL CHARITABLE PURPOSES 1,500,000
    INTERPRETER FOUNDATION
    152 WESTVIEW DRIVE
    OREM,UT84058     		NONE PC GENERAL CHARITABLE PURPOSES 50,000
    JUNIOR ACHEVEMENT OF UTAH
    515 SOUTH 700 EAST STE 1F
    SALT LAKE CITY,UT84102     		NONE PC GENERAL CHARITABLE PURPOSES 10,000
    LEARNING CENTER FOR FAMILIES
    2044 S MESA PALMS DRIVE
    ST GEORGE,UT84770     		NONE PC GENERAL CHARITABLE PURPOSES 25,000
    LIBERTY LIVES FOREVER
    1530 S ZANG STREET
    LAKEWOOD,CO80228     		NONE PC GENERAL CHARITABLE PURPOSES 15,000
    LIFTING HANDS INTERNATIONAL
    2543 S 1700 E
    SALT LAKE CITY,UT84106     		NONE PC GENERAL CHARITABLE PURPOSES 24,000
    LYRICAL OPERA THEATER
    7903 S PALLADIUM DR
    WEST JORDAN,UT84088     		NONE PC GENERAL CHARITABLE PURPOSES 5,000
    MAKE-A-WISH FOUNDATION OF UTAH INC
    771 E WINCHESTER
    MURRAY,UT84107     		NONE PC GENERAL CHARITABLE PURPOSES 10,000
    MILITARY MOBILITY
    109 E 17TH ST STE 440
    CHEYENNE,WY82414     		NONE PC GENERAL CHARITABLE PURPOSES 10,000
    MORMON BATTALION ASSOCIATION
    7499 FOOTHILL DRIVE
    LAKE POINT,UT84074     		NONE PC GENERAL CHARITABLE PURPOSES 5,000
    MOUNT LIBERTY COLLEGE CORPORATION
    5286 S COMMERCE DRIVE SUITE B-218
    MURRAY,UT84107     		NONE PC GENERAL CHARITABLE PURPOSES 15,000
    MY STORY MATTERS
    PO BOX 382
    SPRINGVILLE,UT84663     		NONE PC GENERAL CHARITABLE PURPOSES 15,000
    NATIONAL BRAIN TUMOR SOCIETY INC
    55 CHAPEL STREET SUITE 200
    NEWTON,MA02458     		NONE PC GENERAL CHARITABLE PURPOSES 5,000
    NATIONAL MULTIPLE SCLEROSIS SOCIETY
    PO BOX 58768
    SALT LAKE CITY,UT84158     		NONE PC GENERAL CHARITABLE PURPOSES 20,000
    NEIGHBORHOOD HOUSE ASSOCIATION
    1050 W 500 S
    SALT LAKE CITY,UT84104     		NONE PC GENERAL CHARITABLE PURPOSES 30,000
    NEW LIFE FURNITURE BANK OF MA INC
    102 ELM STREET
    WALPOLE,MA02181     		NONE PC GENERAL CHARITABLE PURPOSES 10,000
    NOVA CHAMBER MUSIC SERIES
    333 E MAIN UNIT 138
    LEHI,UT84043     		NONE PC GENERAL CHARITABLE PURPOSES 2,500
    NOW I CAN FOUNDATION
    1675 N FREEDOM BLVD 10B
    PROVO,UT84604     		NONE PC GENERAL CHARITABLE PURPOSES 20,000
    OGDEN DINOSAUR PARK & MUSEUM FOUNDATION
    1544 PARK BLVD
    OGDEN,UT84401     		NONE PC GENERAL CHARITABLE PURPOSES 10,000
    ONE HEART WORLDWIDE
    8141 EL EXTENSO CT
    SAN DIEGO,CA92119     		NONE PC GENERAL CHARITABLE PURPOSES 10,000
    OPEN DOORS SOCIAL SERVICES
    1360 EAST 1450 SOUTH
    CLEARFIELD,UT84015     		NONE PC GENERAL CHARITABLE PURPOSES 40,000
    OTHER SIDE ACADEMY
    667 EAST 100 SOUTH
    SALT LAKE CITY,UT84102     		NONE PC GENERAL CHARITABLE PURPOSES 40,000
    PARK CITY READS
    1109 FOXCREST DRIVE
    PARK CITY,UT84098     		NONE PC GENERAL CHARITABLE PURPOSES 5,000
    PARK CITY TOTS
    1850 SIDEWINDER SUITE 410
    PARK CITY,UT84060     		NONE PC GENERAL CHARITABLE PURPOSES 10,000
    PREVENT CHILD ABUSE UTAH
    2955 HARRISON BLVD SUITE 104
    OGDEN,UT84403     		NONE PC GENERAL CHARITABLE PURPOSES 20,000
    PROJECT CONNECTION
    2655 S LAKE ERIE DR SUITE B
    WEST VALLEY CITY,UT84120     		NONE PC GENERAL CHARITABLE PURPOSES 12,000
    RIRIE-WOODBURY DANCE FOUNDATION
    138 WEST BROADWAY
    SALT LAKE CITY,UT84101     		NONE PC GENERAL CHARITABLE PURPOSES 10,000
    RISE INSTITUTE FOR LITERACY INC
    1194 S FLINT MEADOW DRIVE
    KAYSVILLE,UT84037     		NONE PC GENERAL CHARITABLE PURPOSES 10,000
    ROYAL FAMILY KIDS OF UTAH
    8575 SOUTH 700 EAST
    SANDY,UT84070     		NONE PC GENERAL CHARITABLE PURPOSES 20,000
    SALT LAKE CITY POLICE FOUNDATION
    29 SO STATE STREET 404
    SALT LAKE CITY,UT84111     		NONE PC GENERAL CHARITABLE PURPOSES 10,000
    SALT LAKE TRIBUNE INC
    90 S 400 W SUITE 700
    SALT LAKE CITY,UT84101     		NONE PC GENERAL CHARITABLE PURPOSES 50,000
    SAN JUAN COUNTY
    80 NORTH MAIN STREET
    MONTICELLO,UT84535     		NONE PC GENERAL CHARITABLE PURPOSES 20,000
    SANPETE PANTRY
    1080 BLACKHAWK BLVD
    MT PLEASANT,UT84647     		NONE PC GENERAL CHARITABLE PURPOSES 42,675
    SCHOOL OF LEADERSHIP - AFGHANISTAN INC
    470 ATLANTIC AVE 4TH FLOOR
    BOSTON,MA02210     		NONE PC GENERAL CHARITABLE PURPOSES 500,000
    SEEKHAVEN INC
    PO BOX 729
    MOAB,UT84532     		NONE PC GENERAL CHARITABLE PURPOSES 10,000
    SL NEIGHBORHOOD HOUSING
    622 WEST 500 NORTH
    SALT LAKE CITY,UT84116     		NONE PC GENERAL CHARITABLE PURPOSES 15,000
    SOARWAY FOUNDATION
    5022 GRAND BEECH CT
    HAYMARKET,VA20169     		NONE PC GENERAL CHARITABLE PURPOSES 20,000
    SOUTHWEST SYMPHONY ORCHESTRA
    PO BOX 423
    ST GEORGE,UT84771     		NONE PC GENERAL CHARITABLE PURPOSES 10,000
    SPRINGVILLE MUSEUM OF ART
    126 E 400 S
    SPRINGVILLE,UT84663     		NONE PC GENERAL CHARITABLE PURPOSES 20,000
    STELLA H OAKS CHARITABLE FOUNDATION
    63 EAST 11400 SOUTH STE 331
    SANDY,UT84070     		NONE PC GENERAL CHARITABLE PURPOSES 50,000
    SUMMERFEST ARTS FAIRE
    69 E 100 N
    LOGAN,UT84321     		NONE PC GENERAL CHARITABLE PURPOSES 5,000
    SUMMIT COUNTY CLUBHOUSE
    6304 HIGHLAND DRIVE
    PARK CITY,UT84098     		NONE PC GENERAL CHARITABLE PURPOSES 25,000
    SUZY'S SENIOR COMPANIONSHIP
    1052 E 3250 N
    LAYTON,UT84040     		NONE PC GENERAL CHARITABLE PURPOSES 25,000
    TEENS ACT
    363 N UNIVERSITY AVE SUITE 116
    PROVO,UT84601     		NONE PC GENERAL CHARITABLE PURPOSES 6,537
    THE FAMILY PLACE UTAH
    1525 N 200 W
    LOGAN,UT84341     		NONE PC GENERAL CHARITABLE PURPOSES 45,000
    THE SALVATION ARMY
    438 SOUTH 900 WEST
    SALT LAKE CITY,UT84104     		NONE PC GENERAL CHARITABLE PURPOSES 55,000
    TREKKING FOR KIDS
    PO BOX 2074
    OREM,UT84059     		NONE PC GENERAL CHARITABLE PURPOSES 10,000
    TYLER ROBINSON FOUNDATION
    823 SOUTH LAS VEGAS BLVD SUITE 220
    LAS VEGAS,NV89101     		NONE PC GENERAL CHARITABLE PURPOSES 10,000
    UINTAH BASIN TECHNICAL COLLEGE FOUNDATION
    1100 E LAGOON ST
    ROOSEVELT,UT84066     		NONE PC GENERAL CHARITABLE PURPOSES 15,000
    UNIFIED POLICE DEPARTMENT
    3365 SOUTH 900 WEST
    SALT LAKE CITY,UT84119     		NONE PC GENERAL CHARITABLE PURPOSES 10,000
    UTAH 1033 FOUNDATION
    PO BOX 4522
    PARK CITY,UT84060     		NONE PC GENERAL CHARITABLE PURPOSES 12,500
    UTAH COALITION AGAINST PORNOGRAPHY
    PO BOX 2573
    SALT LAKE CITY,UT84110     		NONE PC GENERAL CHARITABLE PURPOSES 20,000
    UTAH DEPARTMENT OF HEALTH
    288 NORTH 1460 WEST
    SALT LAKE CITY,UT84114     		NONE PC GENERAL CHARITABLE PURPOSES 30,000
    UTAH DISPUTE RESOLUTION
    645 S 200 E
    SALT LAKE CITY,UT84111     		NONE PC GENERAL CHARITABLE PURPOSES 15,000
    UTAH DIVISION OF STATE HISTORY
    300 SOUTH RIO GRANDE STREET
    SALT LAKE CITY,UT84101     		NONE PC GENERAL CHARITABLE PURPOSES 23,000
    UTAH FILM CENTER
    50 W BROADWAY
    SALT LAKE CITY,UT84101     		NONE PC GENERAL CHARITABLE PURPOSES 130,000
    UTAH FOUNDATION
    PO BOX 387
    SALT LAKE CITY,UT84110     		NONE PC GENERAL CHARITABLE PURPOSES 15,000
    UTAH PET PARTNERS
    2459 WEST 300 NORTH
    PROVO,UT84601     		NONE PC GENERAL CHARITABLE PURPOSES 5,000
    UTAH SCHOOLS FOR THE DEAF AND BLIND
    742 HARRISON BLVD
    OGDEN,UT84404     		NONE PC GENERAL CHARITABLE PURPOSES 25,000
    UTAH STATE BOARD OF EDUCATION
    250 EAST 500 SOUTH
    SALT LAKE CITY,UT84114     		NONE PC GENERAL CHARITABLE PURPOSES 70,000
    UTAH YOUTH VILLAGE
    5800 S HIGHLAND DR
    SALT LAKE CITY,UT84121     		NONE PC GENERAL CHARITABLE PURPOSES 275,000
    VISUAL ART INSTITUTE
    2901 S HIGHLAND DRIVE
    SALT LAKE CITY,UT84102     		NONE PC GENERAL CHARITABLE PURPOSES 11,096
    WASATCH FORENSIC NURSES
    1565 EAST 3300 SOUTH
    SALT LAKE CITY,UT84106     		NONE PC GENERAL CHARITABLE PURPOSES 6,500
    WEBER PATHWAYS
    298 24TH STREET STE 325
    OGDEN,UT84059     		NONE PC GENERAL CHARITABLE PURPOSES 20,000
    WESTMINSTER COLLEGE
    1840 S 1300 EAST
    SALT LAKE CITY,UT84105     		NONE PC GENERAL CHARITABLE PURPOSES 20,000
    WGU ADVANCEMENT
    4001 S 700 E 700
    SALT LAKE CITY,UT84119     		NONE PC GENERAL CHARITABLE PURPOSES 15,000
    WORK ACTIVITY CENTER
    1275 W 2320 S
    WEST VALLEY CITY,UT84119     		NONE PC GENERAL CHARITABLE PURPOSES 14,400
    YCC FAMILY CRISIS CENTER
    2261 ADAMS AVENUE
    OGDEN,UT84401     		NONE PC GENERAL CHARITABLE PURPOSES 10,000
    YELLOWSTONE FOREVER
    222 EAST MAIN STREET SUITE 301
    BOZEMAN,MT59715     		NONE PC GENERAL CHARITABLE PURPOSES 50,000
    YOUNG WOMEN'S CHRISTIAN ASSOCIATION OF UT
    675 EAST 2100 SOUTH SUITE 200
    SALT LAKE CITY,UT84106     		NONE PC GENERAL CHARITABLE PURPOSES 50,000
    BRENT AND CHERI ANDRUS CHARITABLE TRUST
    15 SANDSTONE COVE
    PARK CITY,UT84060     		NONE PF GENERAL CHARITABLE PURPOSES 75,000
    THOM & GAIL WILLIAMSEN FAMILY FOUNDATION
    6900 S 900 E SUITE 230
    MIDVALE,UT84047     		NONE PF GENERAL CHARITABLE PURPOSES 1,000,000
    TIMPANOGOS STORYTELLING INSTITUTE
    957 E 70 S
    LINDON,UT84042     		NONE PF GENERAL CHARITABLE PURPOSES 7,500
    WILFORD WOODRUFF PAPERS FOUNDATION
    6542 40TH AVE SW
    SEATTLE,WA98136     		NONE PF GENERAL CHARITABLE PURPOSES 250,000
    JOAN AND TIM FENTON FAMILY FOUNDATION
    4567 S HOLLADAY BLVD
    HOLLADAY,UT84117     		NONE PF GENERAL CHARITABLE PURPOSES 788,006
    JOSEPH AND KATHLEEN SORENSON LEGACY FOUNDATION
    6440 S WASATCH BLVD 105
    SALT LAKE CITY,UT84121     		NONE PF GENERAL CHARITABLE PURPOSES 788,006
    Total .................................bullet 3a 24,479,736
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ....          
    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 41,385,009  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aRE SALES, TIFF & IMPACT FEES     		531390 2,764,239      
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 2,764,239 52,633,337 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    55,397,576
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    SORENSON LEGACY FOUNDATION
    EIN:
    45-3240491
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING SERVICES 17,000 0   17,000

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

    TY 2021 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
    THE GOOD SAMARITAN FOUNDATION (COLUMBUS EDUCATION CENTER)
          		6925 UNION PARK CENTER 500
    MIDVALE,UT84060     		2021-05-13 70,000 OPERATING EXPENSES 50,000 NONE MAY 26, 2021    
    CROCKER CATALYST FOUNDATION
          		2825 E COTTONWOOD PARKWAY
    SALT LAKE CITY,UT84121     		2021-08-17 1,512,000 CHARITABLE GRANTS AND ADMINISTRATIVE EXPENSES 1,512,000 NONE JANUARY 21, 2022    
    MORE GOOD FOUNDATION
          		3507 N UNIVERSITY AVE
    PROVO,UT84604     		2021-04-28 77,600 OPERATING EXPENSES 77,600 NONE DECEMBER 31, 2021    
    ZION CANYON MESA
          		BOX 145
    SPRINGDALE,UT84767     		2021-07-28 30,000 COMMONS & RESIDENCIES BUILDING CONSTRUCTION 30,000 NONE JUNE 30, 2022    
    BRENT AND CHERI ANDRUS CHARITABLE TRUST
          		15 SANDSTONE CV
    PARK CITY,UT84060     		2021-10-20 75,000 OPERATING EXPENSES FOR WHEELCHAIRS 75,000 NONE OCTOBER 31, 2021    
    TIMPANOGOS STORYTELLING INSTITUTE
          		957 E 70 S
    LINDON,UT84042     		2021-07-28 7,500 OPERATING EXPENSES 7,500 NONE DECEMBER 31, 2021    
    THOM AND GAIL WILLIAMSEN FAMILY FOUNDATION
          		6900 S 900 E 230
    MIDVALE,UT84047     		2021-11-08 1,000,000 CHARITABLE GRANTS AND ADMINISTRATIVE EXPENSES 997,252 NONE JANUARY 19, 2022    
    WILFORD WOODRUFF PAPERS FOUNDATION
          		6542 40TH AVE SW
    SEATTLE,WA98136     		2021-07-28 250,000 OPERATING EXPENSES 250,000 NONE FEBRUARY 28, 2022    
    CROCKER CATALYST FOUNDATION
          		2825 E COTTONWOOD PARKWAY
    SALT LAKE CITY,UT84121     		2020-09-17 2,000,000 OPERATING EXPENSES 2,000,000 NONE NOVEMBER 5, 2021    
    MORE GOOD FOUNDATION
          		3507 N UNIVERSITY AVE
    PROVO,UT84604     		2020-08-13 98,000 OPERATING EXPENSES 98,000 NONE MARCH 31, 2021    
    ZION CANYON MESA
          		BOX 145
    SPRINGDALE,UT84767     		2020-08-25 25,000 OPERATING EXPENSES 25,000 NONE NOVEMBER 20. 2021    

    TY 2021 GeneralExplanationAttachment
    Name:
    SORENSON LEGACY FOUNDATION
    EIN:
    45-3240491
    Identifier Return Reference Explanation
    STATEMENT FILED PURSUANT TO 1.6038B-1(C) AND 1.6038B-1T(C) FORM 926 1) NAME OF U.S. TRANSFEROR: SORENSON LEGACY FOUNDATIONEIN: 45-3240491ADDRESS: 6900 S 900 E #230, MIDVALE, UT 840472) NAME OF FOREIGN TRANSFEREE: CIM CAYMAN HOLDINGS, LLCEIN: 98-1475073ADDRESS: UGLAND HOUSE, GRAND CAYMAN KY1-1104, CJCOUNTRY OF INCORPORATION: CAYMAN ISLANDSSORENSON LEGACY FOUNDATION, A U.S. CORPORATION, IS TRANSFERRING CASH OF $2,500,000 TO CIM CAYMAN HOLDINGS, LLC ON VARIOUS DATES IN EXCHANGE FOR STOCK.3) THE FOLLOWING CONSIDERATION WAS RECEIVED BY THE U.S. TRANSFEROR:DESCRIPTION: COMMON STOCKESTIMATED FAIR MARKET VALUE: $2,500,0004) THE FOLLOWING PROPERTY WAS TRANSFERRED BY THE U.S. TRANSFEROR TO THE FOREIGN TRANSFEREE:(I) ACTIVE TRADE OR BUSINESS PROPERTY NOT APPLICABLE(II) STOCK OR SECURITIES NOT APPLICABLE(III) DEPRECIATED PROPERTY NOT APPLICABLE(IV) PROPERTY TO BE LEASED NOT APPLICABLE(V) PROPERTY TO BE SOLD NOT APPLICABLE(VI) TRANSFERS TO FSCS NOT APPLICABLE(VII) TAINTED PROPERTY NOT APPLICABLE(VIII) FOREIGN LOSS BRANCH NOT APPLICABLE(IX) OTHER INTANGIBLES NOT APPLICABLE5) THE FOLLOWING PROPERTY OF A FOREIGN BRANCH WITH PREVIOUSLY DEDUCTED LOSSES SUBJECT TO THERULES OF 1.367(A)-6T WAS TRANSFERRED BY THE U.S. TRANSFEROR TO THE FOREIGN TRANSFEREE:NOT APPLICABLE(6) THE TRANSFER OF PROPERTY BY THE U.S. TRANSFEROR TO THE U.S. TRANSFEREE IS AN EXCHANGEDESCRIBED IN SECTION [361(A) OR (B)]. THE CONDITIONS SET FORTH IN THE SECOND SENTENCE OFSECTION 367(A)(5), AND ANY REGULATIONS UNDER THAT SECTION, HAVE BEEN SATISFIED. THEFOLLOWING ADJUSTMENTS TO BASIS, OR OTHER ADJUSTMENTS, HAVE BEEN MADE TO THE PROPERTYTRANSFERRED:NOT APPLICABLE.

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    SORENSON LEGACY FOUNDATION
    EIN:
    45-3240491
    Name of Bond End of Year Book Value End of Year Fair Market Value
    INTEREST RECEIVABLE 210,079 210,079
    ABBOTT LABS NOTE CALL MAKE WHOLE 2.95 % DUE MAR 15, 2025 301,820 301,820
    ABBOTT LABS NOTE CALL MAKE WHOLE 2.95 % DUE MAR 15, 2025 132,377 132,377
    ABBVIE INC NOTE CALL MAKE WHOLE 3.60 % DUE MAY 14, 2025 256,418 256,418
    ABBVIE INC NOTE CALL MAKE WHOLE 3.60 % DUE MAY 14, 2025 128,209 128,209
    AFRICAN DEV BK GLBL BOND 0.75 % DUE APR 3, 2023 401,497 401,497
    AFRICAN DEV BK GLBL BOND 0.75 % DUE APR 3, 2023 130,487 130,487
    AIR PRODUCTS AND CHEMICALS INC NOTE 1.85 % DUE MAY 15, 2027 264,496 264,496
    AIR PRODUCTS AND CHEMICALS INC NOTE 1.85 % DUE MAY 15, 2027 203,459 203,459
    AMERICAN EXPRESS CO NOTE 2.50 % DUE JUL 30, 2024 208,749 208,749
    AMERICAN EXPRESS CO NOTE 2.50 % DUE JUL 30, 2024 135,687 135,687
    AMERICAN HONDA FIN CORP MTN 1.20 % DUE JUL 8, 2025 180,413 180,413
    AMERICAN HONDA FIN CORP MTN 1.20 % DUE JUL 8, 2025 135,310 135,310
    AMERICAN TOWER CORP NOTE CALL MAKE WHOLE 1.60 % DUE APR 15, 2026 13,912 13,912
    AMERICAN TOWER CORP NOTE CALL MAKE WHOLE 3.125 % DUE JAN 15, 2027 95,573 95,573
    AMERICAN TOWER CORP NOTE CALL MAKE WHOLE 3.125 % DUE JAN 15, 2027 53,096 53,096
    ANTHEM INC NOTE CALL MAKE WHOLE 2.375 % DUE JAN 15, 2025 135,513 135,513
    ANTHEM INC NOTE CALL MAKE WHOLE 3.30 % DUE JAN 15, 2023 343,625 343,625
    APPLE INC NOTE CALL MAKE WHOLE 2.85 % DUE FEB 23, 2023 252,608 252,608
    AT&T INC NOTE CALL MAKE WHOLE 3.40 % DUE MAY 15, 2025 318,352 318,352
    AT&T INC NOTE CALL MAKE WHOLE 3.40 % DUE MAY 15, 2025 132,647 132,647
    BANK OF MONTREAL SER F MTN 0.625 % DUE JUL 9, 2024 296,874 296,874
    BANK OF MONTREAL SER F MTN 0.625 % DUE JUL 9, 2024 202,864 202,864
    BK OF AMERICA CORP MTN CALL MAKE WHOLE 0.981 % DUE SEP 25, 2025 290,271 290,271
    BK OF AMERICA CORP MTN CALL MAKE WHOLE 0.981 % DUE SEP 25, 2025 181,296 181,296
    BOSTON PPTYS LTD PARTNERSHIP NOTE 3.80 % DUE FEB 1, 2024 159,272 159,272
    BOSTON PPTYS LTD PARTNERSHIP NOTE 3.80 % DUE FEB 1, 2024 69,018 69,018
    CANADIAN PAC RY CO NEW NOTE 1.75 % DUE DEC 2, 2026 65,423 65,423
    CARRIER GLOBAL CORPORATION SER B 2.242 % DUE FEB 15, 2025 98,121 98,121
    CARRIER GLOBAL CORPORATION SER B 2.242 % DUE FEB 15, 2025 67,135 67,135
    CITIGROUP INC NOTE CALL MAKE WHOLE 3.20 % DUE OCT 21, 2026 202,635 202,635
    CITIGROUP INC NOTE CALL MAKE WHOLE 3.352 % DUE APR 24, 2025 441,243 441,243
    COMCAST CORP NEW NOTE CALL MAKE WHOLE 3.15 % DUE MAR 1, 2026 317,768 317,768
    COMCAST CORP NEW NOTE CALL MAKE WHOLE 3.375 % DUE AUG 15, 2025 259,668 259,668
    CVS HEALTH CORP NOTE CALL MAKE WHOLE 3.875 % DUE JUL 20, 2025 131,095 131,095
    DEERE JOHN CAP CORP S BE MTN 3.65 % DUE OCT 12, 2023 190,341 190,341
    DISNEY WALT CO MTNS BE CALL MAKE WHOLE 3.15 % DUE SEP 17, 2025 375,022 375,022
    DISNEY WALT CO MTNS BE CALL MAKE WHOLE 3.15 % DUE SEP 17, 2025 198,226 198,226
    ENBRIDGE INC NOTE CALL MAKE WHOLE 4.00 % DUE OCT 1, 2023 195,018 195,018
    ENBRIDGE INC NOTE CALL MAKE WHOLE 4.00 % DUE OCT 1, 2023 63,249 63,249
    EQUINIX INC NOTE CALL MAKE WHOLE 2.90 % DUE NOV 18, 2026 71,762 71,762
    EQUINIX INC NOTE CALL MAKE WHOLE 2.90 % DUE NOV 18, 2026 58,241 58,241
    GOLDMAN SACHS GROUP INC NOTE 3.50 % DUE NOV 16, 2026 128,470 128,470
    GOLDMAN SACHS GROUP INC NOTE 3.75 % DUE MAY 22, 2025 498,337 498,337
    HEALTHPEAK PROPERTIES INC NOTE 2.125 % DUE DEC 1, 2028 110,491 110,491
    HEALTHPEAK PROPERTIES INC NOTE 2.125 % DUE DEC 1, 2028 75,335 75,335
    INTEL CORP NOTE CALL MAKE WHOLE 3.70 % DUE JUL 29, 2025 328,531 328,531
    INTERCONTINENTAL EXCHANGE INC NOTE 3.75 % DUE DEC 1, 2025 195,080 195,080
    INTERNATIONAL BK FOR RECONANDDEV NOTE 0.25 % DUE NOV 24, 2023 137,779 137,779
    INTERNATIONAL BK FOR RECONANDDEV NOTE 0.25 % DUE NOV 24, 2023 59,473 59,473
    JPMORGAN CHASE &CO NOTE 3.125 % DUE JAN 23, 2025 388,402 388,402
    JPMORGAN CHASE &CO NOTE 3.90 % DUE JUL 15, 2025 264,118 264,118
    LOWES COS INC NOTE CALL MAKE WHOLE 2.50 % DUE APR 15, 2026 130,841 130,841
    MARSH &MCLENNAN COS INC NOTE 3.875 % DUE MAR 15, 2024 219,188 219,188
    MARSH &MCLENNAN COS INC NOTE 3.875 % DUE MAR 15, 2024 128,305 128,305
    MICROSOFT CORP NOTE CALL MAKE WHOLE 3.125 % DUE NOV 3, 2025 209,090 209,090
    MICROSOFT CORP NOTE CALL MAKE WHOLE 3.125 % DUE NOV 3, 2025 262,702 262,702
    MITSUBISHI UFJ FINANCIAL GROUP INC 3.455 % DUE MAR 2, 2023 296,771 296,771
    MITSUBISHI UFJ FINANCIAL GROUP INC 3.455 % DUE MAR 2, 2023 203,054 203,054
    MORGAN STANLEY CALL MAKE WHOLE 3.875 % DUE APR 29, 2024 298,747 298,747
    MORGAN STANLEY MTN CALL MAKE WHOLE 4.00 % DUE JUL 23, 2025 137,722 137,722
    NIKE INC NOTE CALL MAKE WHOLE 2.40 % DUE MAR 27, 2025 197,970 197,970
    PNC FINL SVCS GROUP INC NOTE 3.50 % DUE JAN 23, 2024 313,470 313,470
    PNC FINL SVCS GROUP INC NOTE 3.50 % DUE JAN 23, 2024 132,826 132,826
    SCHLUMBERGER INVT SA NOTE CALL MAKE WHOLE 3.65 % DUE DEC 1, 2023 136,192 136,192
    SHELL INTERNATIONAL FIN BV NOTE 2.875 % DUE MAY 10, 2026 292,972 292,972
    SHELL INTERNATIONAL FIN BV NOTE 2.875 % DUE MAY 10, 2026 202,417 202,417
    SIMON PPTY GROUP LP NOTE CALL MAKE WHOLE 2.00 % DUE SEP 13, 2024 307,194 307,194
    SIMON PPTY GROUP LP NOTE CALL MAKE WHOLE 2.00 % DUE SEP 13, 2024 204,796 204,796
    STARBUCKS CORP NOTE CALL MAKE WHOLE 3.50 % DUE MAR 1, 2028 98,459 98,459
    STARBUCKS CORP NOTE CALL MAKE WHOLE 3.50 % DUE MAR 1, 2028 65,639 65,639
    STATE STR CORP NOTE 2.354 % DUE NOV 1, 2025 434,613 434,613
    STATE STR CORP NOTE 2.354 % DUE NOV 1, 2025 196,611 196,611
    STATOIL ASA NOTE CALL MAKE WHOLE 2.45 % DUE JAN 17, 2023 231,480 231,480
    STATOIL ASA NOTE CALL MAKE WHOLE 2.45 % DUE JAN 17, 2023 195,472 195,472
    TARGET CORP NOTE CALL MAKE WHOLE 2.25 % DUE APR 15, 2025 295,177 295,177
    TARGET CORP NOTE CALL MAKE WHOLE 2.25 % DUE APR 15, 2025 129,464 129,464
    TORONTO DOMINION BANK SER C MTN 0.75 % DUE JAN 6, 2026 301,692 301,692
    TORONTO DOMINION BANK SER C MTN 0.75 % DUE JUN 12, 2023 200,105 200,105
    UNITEDHEALTH GROUP INC NOTE 3.10 % DUE MAR 15, 2026 204,926 204,926
    UNITEDHEALTH GROUP INC NOTE 3.75 % DUE JUL 15, 2025 446,323 446,323
    VERIZON COMMUNICATIONS INC 2.10 % DUE MAR 22, 2028 173,459 173,459
    VERIZON COMMUNICATIONS INC 2.10 % DUE MAR 22, 2028 134,129 134,129

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    SORENSON LEGACY FOUNDATION
    EIN:
    45-3240491
    Name of Stock End of Year Book Value End of Year Fair Market Value
    GLOBAL X FDS MSCI (GREECE ETF) 1,334,112 1,334,112
    GLOBAL X FDS MSCI (NORWAY ETF) 1,346,850 1,346,850
    INVESCO INDIA (EXCHANGE-TRADED INDIA ETF) 1,320,033 1,320,033
    ISHARES MSCI (IRELAND ETF) 1,426,437 1,426,437
    ISHARES INC CORE 4,128,125 4,128,125
    ISHARES MSCI (SINGAPORE ETF) 1,293,471 1,293,471
    ISHARES MSCI AUSTRIA (ETF) 1,428,020 1,428,020
    ISHARES MSCI MEXICO ETF 1,503,206 1,503,206
    ISHARES MSCI POLAND (ETF) 1,416,500 1,416,500
    ISHARES MSCI SOUTH (KOREA ETF) 1,360,027 1,360,027
    ISHARES MSCI TAIWAN (ETF) 1,417,328 1,417,328
    VANGUARD INDEX FDS (MID-CAP VALUE INDEX VIPER SHS) 6,403,156 6,403,156
    VANGUARD INDEX FDS (VANGUARD VALUE ETF FORMERLY VANGUARD) 10,704,753 10,704,753
    VANGUARD MID-CAP ETF 2,496,746 2,496,746
    VANGUARD S&P 500 ETF 45,467,892 45,467,892
    VANGUARD SMALL-CAP ETF 2,523,628 2,523,628
    BLACKROCK GLOBAL IMPACT 4,994,264 4,994,264
    DOUBLELINE TOTAL RETURN BOND FUND 8,480,460 8,480,460
    GMO EMERGING MARKETS (FUND I) 12,172,583 12,172,583
    GQG INTERNATIONAL OPPORTUNITIES FUND (I) 18,345,011 18,345,011
    INVESCO OPPENHEIMER 7,892,787 7,892,787
    JOHCM INTERNATIONAL SELECT FUND 16,124,716 16,124,716
    PIMCO COMMODITY REAL 10,551,516 10,551,516
    VANGUARD INFLATION 12,593,186 12,593,186
    ACACIA RESH CORP 196,705 196,705
    ACUITY BRANDS INC 379,191 379,191
    ADVANCED DRAINAGE 158,728 158,728
    AERCAP HOLDINGS N.V. 467,099 467,099
    AFFILIATED MANAGERS 656,395 656,395
    AIR PRODUCTS & CHEM 414,098 414,098
    ALIBABA GROUP HLDG 276,781 276,781
    ALICO INC 231,808 231,808
    ALPHABET INC CAP STK CL A 793,789 793,789
    ALPHABET INC CAP STK CL C 3,996,048 3,996,048
    ALPHABET INC CAP STK CL C 795,737 795,737
    ALPINE INCOME PPTY 296,552 296,552
    AMAZON.COM INC 2,547,436 2,547,436
    AMAZON.COM INC 1,247,043 1,247,043
    AMTECH SYS INC COM 297,082 297,082
    ANTHEM INC COM 1,102,541 1,102,541
    ANTHEM INC COM 1,290,959 1,290,959
    AON PLC COM USD0.01 1,562,010 1,562,010
    APPLE 726,794 726,794
    APPLIED MATERIALS 1,028,930 1,028,930
    APTARGROUP INC 733,043 733,043
    ARAMARK COM 1,084,569 1,084,569
    ARC DOCUMENT 250,593 250,593
    ASURE SOFTWARE INC 262,305 262,305
    ATLANTIC CAP 202,857 202,857
    AUTODESK INC COM 882,655 882,655
    AUTOMATIC DATA 171,620 171,620
    AXT INC 285,990 285,990
    BANK NEW YORK 420,298 420,298
    BARRETT BUS SVCS INC 347,372 347,372
    BAYCOM CORP COM 86,071 86,071
    BERKLEY W R CORP 1,388,766 1,388,766
    BERKSHIRE HATHAWAY 441,922 441,922
    BEST BUY INC 266,090 266,090
    BGSF INC COM 291,592 291,592
    BIOGEN INC COM 392,269 392,269
    BIO-TECHNE CORP 487,852 487,852
    BLACK KNIGHT INC COM 470,069 470,069
    BLACKBAUD INC 449,001 449,001
    BLACKROCK INC 542,927 542,927
    BM TECHNOLOGIES INC 189,818 189,818
    BOEING CO 895,270 895,270
    BOOZ ALLEN HAMILTON CLASS A 552,661 552,661
    BOWMAN CONSULTING 176,546 176,546
    BROADRIDGE 405,129 405,129
    BROWN &BROWN INC COM 873,229 873,229
    BUILD-A-BEAR 314,506 314,506
    BURLINGTON STORES 336,986 336,986
    CACI INTL INC CL A 608,415 608,415
    CAPITAL BANCORP INC 285,239 285,239
    CAPITAL ONE 973,018 973,018
    CAPITAL ONE 582,536 582,536
    CARLISLE COS INC COM 1,361,931 1,361,931
    CASEYS GEN STORES 395,095 395,095
    CHARTER 395,746 395,746
    CHARTER 793,447 793,447
    CHEVRON CORP NEW COM 303,702 303,702
    CHOICE HOTEL INTL 721,610 721,610
    CHUBB LIMITED COM 1,026,089 1,026,089
    CINCINNATI FINL CORP 231,506 231,506
    CISCO SYS INC COM 389,219 389,219
    CISCO SYS INC COM 423,502 423,502
    CITIGROUP INC 1,488,010 1,488,010
    CIVISTA BANCSHARES 166,408 166,408
    COLGATE-PALMOLIVE CO 259,348 259,348
    COLUMBIA SPORTSWEAR 507,565 507,565
    COMCAST CORP NEW 1,603,312 1,603,312
    COMCAST CORP NEW 269,467 269,467
    COMTECH 292,358 292,358
    COOPER-STANDARD 216,929 216,929
    CRA INTL INC 282,507 282,507
    CROWN CASTLE INTL 501,393 501,393
    CUMMINS INC 398,630 398,630
    DECKERS OUTDOOR CORP 259,714 259,714
    DEERE & COMPANY 406,897 406,897
    DEERE & COMPANY 512,963 512,963
    DENTSPLY SIRONA INC 313,707 313,707
    DESTINATION XL GROUP 171,934 171,934
    DHI GROUP INC COM 139,707 139,707
    DISH NETWORK CORP 657,526 657,526
    DISNEY WALT CO 635,978 635,978
    DISNEY WALT CO 692,823 692,823
    DMC GLOBAL INC COM 210,963 210,963
    DOLBY LABORATORIES 712,150 712,150
    DOLLAR GEN CORP NEW 907 907
    DOMINION ENERGY INC 372,767 372,767
    EAGLE BANCORP 202,454 202,454
    EBAY INC 381,569 381,569
    ENVISTA HLDGS CORP 999,296 999,296
    ESQUIRE FINL HLDGS 404,586 404,586
    EVOLUTION GAMING 227,298 227,298
    EXPEDITORS INTL WASH 460,883 460,883
    FACTSET RESH SYS INC 330,487 330,487
    FACTSET RESH SYS INC 381,032 381,032
    FARMERS NATIONAL 217,054 217,054
    FASTENAL CO 327,859 327,859
    FIRST BUSINESS FINL 299,518 299,518
    FIRST NORTHWEST 207,535 207,535
    FRANKLIN RES INC COM 154,456 154,456
    FS BANCORP INC COM 269,242 269,242
    GARTNER INC 469,720 469,720
    GENERAL ELECTRIC CO 1,498,767 1,498,767
    GENERAL MTRS CO COM 740,204 740,204
    GLOBAL MED REIT INC 204,782 204,782
    GODADDY INC CL A 372,281 372,281
    GOLDMAN SACHS GROUP 953,381 953,381
    GOLDMAN SACHS GROUP 1,639,227 1,639,227
    GRACO INC 342,474 342,474
    GREAT AJAX CORP COM 319,169 319,169
    HAMILTON BEACH 149,488 149,488
    HCA HEALTHCARE INC 443,159 443,159
    HENRY JACK & ASSOC 308,598 308,598
    HENRY SCHEIN INC 264,765 264,765
    HERITAGE INSURANCE 146,012 146,012
    HEXCEL CORP COM 510,852 510,852
    HILTON WORLDWIDE 1,287,853 1,287,853
    HORIZON 107,378 107,378
    HP INC COM 1,240,351 1,240,351
    HUNT J B TRANS SVCS 961,702 961,702
    HURCO COMPANIES INC 180,012 180,012
    IAA INC COM 550,897 550,897
    IAC INTERACTIVECORP 309,129 309,129
    IDEX CORP 466,023 466,023
    ILLUMINA INC COM 456,148 456,148
    INTEL CORP 1,027,374 1,027,374
    INTEL CORP 277,534 277,534
    INTERNATIONAL 160,540 160,540
    INTEST CORP COM 288,515 288,515
    INTUITIVE SURGICAL 315,465 315,465
    JOHNSON & JOHNSON 438,281 438,281
    JOHNSON CONTROLS 427,742 427,742
    JONES LANG LASALLE 725,063 725,063
    KIMBALL ELECTRONICS 213,466 213,466
    KIRBY CORP 453,375 453,375
    KROGER CO COM 469,418 469,418
    LAKELAND INDUSTRIES 156,674 156,674
    LAM RESEARCH CORP 422,141 422,141
    LANDEC CORP 179,887 179,887
    LANDSTAR SYSTEMS INC 556,931 556,931
    LCNB CORP COM NPV 141,514 141,514
    LENNOX INTL INC 718,782 718,782
    LEVEL ONE BANCORP 225,202 225,202
    LIBERTY BROADBAND 516,811 516,811
    LIBERTY BROADBAND 635,701 635,701
    LIFETIME BRANDS 285,639 285,639
    LKQ CORP 643,342 643,342
    LOWES COS INC COM 440,893 440,893
    LOWES COS INC COM 643,615 643,615
    LYONDELLBASELL 316,349 316,349
    MANHATTAN ASSOCS INC 396,655 396,655
    MANITEX INTL INC COM 242,170 242,170
    MARATHON PETROLEUM 432,828 432,828
    MARKEL CORP HLDG CO 681,168 681,168
    MARRIOTT INTL 1,730,889 1,730,889
    MERCK & CO INC NEW 287,860 287,860
    MERRIMACK 221,576 221,576
    META PLATFORMS INC 2,691,473 2,691,473
    META PLATFORMS INC 1,194,715 1,194,715
    METLIFE INC 978,149 978,149
    METROPOLITAN BK HLDG 301,480 301,480
    MGM RESORTS 961,569 961,569
    MICROSOFT CORP 3,733,488 3,733,488
    MICROSOFT CORP 439,907 439,907
    MICROSOFT CORP 1,061,762 1,061,762
    MISTRAS GROUP INC 76,678 76,678
    MONSTER BEVERAGE 647,982 647,982
    MORGAN STANLEY 989,677 989,677
    MORGAN STANLEY 1,589,309 1,589,309
    MORNINGSTAR INC COM 748,274 748,274
    NASPERS SPON ADR 151,385 151,385
    NATURAL GAS SVCS 229,534 229,534
    NESTLE S A SPONSORED 277,356 277,356
    NETFLIX COM INC COM 1,821,779 1,821,779
    NINTENDO CO LTD 237,782 237,782
    NN INC COM 87,051 87,051
    NORDSON CORP COM 442,128 442,128
    NORFOLK SOUTHERN CRP 458,176 458,176
    NORTHEAST BK 392,566 392,566
    NORTHWEST PIPE CO 438,299 438,299
    NOVARTIS A G 531,643 531,643
    NOVO-NORDISK A S ADR 255,584 255,584
    NUCOR CORP COM 1,061,937 1,061,937
    NVIDIA CORP 1,405,552 1,405,552
    O REILLY AUTOMOTIVE 463,993 463,993
    ONE STOP SYS INC COM 109,093 109,093
    ORACLE CORP COM 932,681 932,681
    ORACLE CORP COM 900,356 900,356
    ORRSTOWN FINANCIAL 164,808 164,808
    P A M TRANSN SVCS 179,513 179,513
    PARKE BANCORP INC 253,189 253,189
    PAYCHEX INC COM 366,366 366,366
    PFIZER INC 412,878 412,878
    PHOTRONICS INC 440,336 440,336
    POOL CORP COM 312,432 312,432
    PROFIRE ENERGY INC 71,554 71,554
    PROGRESSIVE CORP 352,500 352,500
    PROSPERITY 370,104 370,104
    PROSUS N.V. SPON ADR 365,436 365,436
    QUALCOMM INC 522,460 522,460
    QUANTUM CORP COM NEW 236,422 236,422
    REGENERON 570,263 570,263
    RIMINI STR INC DEL 241,009 241,009
    RIVERVIEW BANCORP 222,495 222,495
    ROCHE HLDG LTD 531,064 531,064
    RPM INTL INC 744,774 744,774
    SALESFORCE COM INC 768,235 768,235
    SCHLUMBERGER LIMITED 281,231 281,231
    SEI INVESTMENTS CO 745,845 745,845
    SEI INVESTMENTS CO 272,341 272,341
    SERVICE CORP INTL 243,993 243,993
    SHERWIN WILLIAMS CO 444,445 444,445
    SILVERCREST ASSET 233,340 233,340
    SMITH MICRO SOFTWARE 318,890 318,890
    STARBUCKS CORP COM 493,146 493,146
    STERLING 252,533 252,533
    STRATTEC SECURITY 177,696 177,696
    SUNLIGHT FINANCIAL 57,934 57,934
    SYNCHRONY FINANCIAL 1,015,106 1,015,106
    TARGET CORP COM 384,889 384,889
    TARGET CORP COM 429,784 429,784
    TELEDYNE TECH INC 246,843 246,843
    TELEFLEX INC 460,200 460,200
    TERMINIX GLOBAL 799,938 799,938
    TEXAS INSTRUMENTS 539,590 539,590
    TRIMBLE INC COM 234,715 234,715
    TWIN DISC INC 242,830 242,830
    ULTA BEAUTY INC COM 543,876 543,876
    UMPQUA HOLDINGS CORP 296,835 296,835
    UNION PACIFIC CORP 465,742 465,742
    UNIQUE FABRICATING 50,407 50,407
    UNITED PARCEL SVC 452,257 452,257
    UNITEDHEALTH GROUP 1,702,757 1,702,757
    UNITY BANCORP INC 214,725 214,725
    UNIVERSAL ELECTRS 252,813 252,813
    USCB FINANCIAL 156,856 156,856
    VERIZON 250,655 250,655
    VERTEX PHARMACEUTCLS 531,652 531,652
    VISA INC COM CL A 474,378 474,378
    VISA INC COM CL A 1,102,404 1,102,404
    WELLS FARGO CO NEW 1,071,297 1,071,297
    WEST BANCORPORATIONS 292,493 292,493
    WEX INC COM 650,006 650,006
    WHOLE EARTH BRANDS 261,412 261,412
    WILLIS TOWERS WATSON 546,939 546,939
    WOODWARD INC COM 281,860 281,860
    WOODWARD INC COM 231,289 231,289
    WORKDAY INC COM 308,967 308,967
    YUM BRANDS INC 285,080 285,080
    YUM CHINA HLDGS INC 140,399 140,399
    ZAGG INC RR CONTRA 3,220 3,220
    ZOVIO INC COM 33,774 33,774
    BLACKSTONE ALTERNATIVES SOLUTION 2014 TRUST (TAX EXEMPT) 1,109,796 1,109,796
    CARLYLE EUROPEAN OPPORTUNITIES IV FUND (OFFSHORE), L.P. 2,587,877 2,587,877
    CZECH III SENIOR LOAN TRUST (TE) 1,395,350 1,395,350
    GSO MEZZANINE FINANCE FUND (OFFSHORE), L.P. 590,587 590,587
    LS REAL ESTATE RECOVERY IV TRUST 721,067 721,067
    SLP IV TECHNOLOGY FUND (OFFSHORE), L.P. 6,584,062 6,584,062
    CIM ENTERPRISE LOAN FUND, L.P. 2,523,714 2,523,714
    GMO EQUITY DISLOCATION FUND (OFFSHORE), L.P. 17,985,828 17,985,828
    STEWART INVESTORS WORLDWIDE SUSTAINABILITY FUND 6,985,148 6,985,148
    KABOUTER INTERNATIONAL INSIGHT FUND, LLC 13,387,683 13,387,683
    GMO SYSTEMATIC GLOBAL MACRO FUND (OFFSHORE), LTD. 12,358,778 12,358,778
    SEPIO CAPTIAL PARTNERS OFFSHORE, LTD. 7,857,788 7,857,788

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    SORENSON LEGACY FOUNDATION
    EIN:
    45-3240491
    US Government Securities - End of Year Book Value:

    21,363,611
    US Government Securities - End of Year Fair Market Value:

    21,363,611
    State & Local Government Securities - End of Year Book Value:


    6,406,224
    State & Local Government Securities - End of Year Fair Market Value:


    6,406,224


    TY 2021 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 FMV 60,233,190 60,233,190

    TY 2021 LegalFeesSchedule
    Name:
    SORENSON LEGACY FOUNDATION
    EIN:
    45-3240491
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL SERVICES 81,180 0   101,373


    TY 2021 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 1,469 754   715
    INSURANCE 31,692 0   37,567
    POSTAGE 1,235 0   1,235
    DATA PROCESSING 12,274 0   12,274
    DUES & SUBSCRIPTIONS 420 0   420
    SUPPLIES 1,956 0   1,956
    MISCELLANEOUS 1,866 1   1,839
    INVESTMENT EXPENSES FROM PS 0 823,636   0


    TY 2021 OtherIncomeSchedule2
    Name:
    SORENSON LEGACY FOUNDATION
    EIN:
    45-3240491
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    CZECZECH III SENIOR LOAN TRUST   80,837  
    BLACKSTONE ALT SOLUTION   58,576  
    CIM ENTERPRISE LOAN FUND   22,399  
    STEWART INVESTORS   3,441  
    RE SALES, TIFF & IMPACT FEES 2,764,239   2,764,239


    TY 2021 OtherIncreasesSchedule
    Name:
    SORENSON LEGACY FOUNDATION
    EIN:
    45-3240491
    Description Amount
    CHANGE IN UNREALIZED APPRECIATION 3,865,452


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    SORENSON LEGACY FOUNDATION
    EIN:
    45-3240491
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT SERVICES 1,636,552 1,636,552   0
    OTHER PROFESSIONAL FEES 454,505 0   449,495


    TY 2021 TaxesSchedule
    Name:
    SORENSON LEGACY FOUNDATION
    EIN:
    45-3240491
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN WITHHOLDING TAX 14,442 38,840   0
    UBIT & EXCISE TAX ON INVESTMENT INCOME 682,219 0   0