Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
Name of foundation
THE ZIONS BANCORPORATION FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)ONE SOUTH MAIN STREET 15TH FL
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SALT LAKE CITY, UT841331109
A Employer identification number

84-1411938
B Telephone number (see instructions)

(801) 844-7633
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$39,063,624J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 585,481
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 718,170 718,170  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -228,556
b Gross sales price for all assets on line 6a 10,611,657
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
-66,593 -19,209 0
12 Total. Add lines 1 through 11........ 1,008,502 698,961 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
4,125 4,125 0 0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
36,697 36,697 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
221,594 21,594 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 262,416 62,416 0 0
25 Contributions, gifts, grants paid....... 2,088,925 2,088,925
26 Total expenses and disbursements. Add lines 24 and 25 2,351,341 62,416 0 2,088,925
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,342,839
b Net investment income (if negative, enter -0-) 636,545
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
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............. 10,030,283 46,733 46,733
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule)....... 763,766 0 0
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 35,006,148 Click to see attachment
List of Attached Documents:
// Content
44,410,625 		39,016,891
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 45,800,197 44,457,358 39,063,624
Liabilities 17 Accounts payable and accrued expenses..........    
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 45,800,197 44,457,358
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 45,800,197 44,457,358
30 Total liabilities and net assets/fund balances (see instructions). 45,800,197 44,457,358
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
45,800,197
2
Enter amount from Part I, line 27a .....................
2
-1,342,839
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
44,457,358
5
Decreases not included in line 2 (itemize) right arrow
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
44,457,358
Form 990-PF (2022)
Form 990-PF (2022)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES, SALES OF      
b PUBLICLY TRADED SECURITIES, MUTUAL FUND CAP GAIN DISTRIBUTIONS      
c ENERVEST ENERGY INSTITUTIONAL FUND XI-A, LP D 2021-09-30 2022-12-31
d FOUNDATION ENERGY FUND II, LLC DISTRIBUTION D 2021-09-29 2022-10-28
e CROSS CREEK CAPITAL, LP DISTRIBUTION D 2022-06-30 2022-10-25
(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 10,162,617   10,771,365 -608,748
b 275,683     275,683
c 33,573     33,573
d 18,704   18,704 0
e 121,080   50,144 70,936
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       -608,748
b       275,683
c       33,573
d       0
e       70,936
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 -228,556
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 70,936
Form 990-PF (2022)
Form 990-PF (2022)
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 right arrow 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) 1 8,848
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 8,848
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 8,848
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 46,726
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 46,726
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 37,878
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow37,878 Refundedright arrow 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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowUT
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 2022 or the taxable year beginning in 2022? 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 (2022)
Form 990-PF (2022)
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
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowSHAWN JENSEN Telephone no.right arrow (801) 844-7633

Located atright arrowONE SOUTH MAIN STREET 15TH FLSALT LAKE CITYUT ZIP+4right arrow841331109
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, 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 right arrow
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)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2022? .............
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2022 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 2022.) .....................
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
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)
 
No
(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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
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
HARRIS SIMMONS TRUSTEE/PRESIDENT
1.00 		0 0 0
ONE SOUTH MAIN ST 15TH FL
SALT LAKE CITY,UT84133
PAUL BURDISS TRUSTEE
1.00 		0 0 0
ONE SOUTH MAIN ST 15TH FL
SALT LAKE CITY,UT84133
REBECCA ROBINSON TRUSTEE
1.00 		0 0 0
ONE SOUTH MAIN ST 15TH FL
SALT LAKE CITY,UT84133
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...................right arrow 0
Form 990-PF (2022)
Form 990-PF (2022)
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
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
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.........................right arrow0
Form 990-PF (2022)
Form 990-PF (2022)
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
40,920,425
b
Average of monthly cash balances.......................
1b
625,697
c
Fair market value of all other assets (see instructions)................
1c
598,989
d
Total (add lines 1a, b, and c).........................
1d
42,145,111
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
42,145,111
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
632,177
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
41,512,934
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,075,647
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
2,075,647
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
8,848
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
8,848
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,066,799
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,066,799
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
2,066,799
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
2,088,925
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
2,088,925
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2021 		(c)
2021 		(d)
2022
1 Distributable amount for 2022 from Part X, line 7 2,066,799
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 0
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017...... 374,522
b From 2018...... 2,064,021
c From 2019...... 2,663,582
d From 2020...... 2,595,560
e From 2021...... 379,897
f Total of lines 3a through e ........ 8,077,582
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 2,088,925
a Applied to 2021, 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 2022 distributable amount..... 2,066,799
e Remaining amount distributed out of corpus 22,126
5 Excess distributions carryover applied to 2022. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 8,099,708
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 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		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 2017 not
applied on line 5 or line 7 (see instructions) ... 		374,522
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		7,725,186
10 Analysis of line 9:
a Excess from 2018.... 2,064,021
b Excess from 2019.... 2,663,582
c Excess from 2020.... 2,595,560
d Excess from 2021.... 379,897
e Excess from 2022.... 22,126
Form 990-PF (2022)
Form 990-PF (2022)
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 2022, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
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.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2022)
Form 990-PF (2022)
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

TEXAS CHRISTIAN UNIVERSITY

2800 S UNIVERSITY DR
FORTH WORTH,TX76109 		  PC SUPPORT EDUCATION - SCHOOL OF BUSINESS 25,000

SPIRIT GOLF ASSOCIATION

2441 HIGH TIMBERS
THE WOODLANDS,TX77380 		  PC BENEFIT HEALTH RELATED CAUSES AND AMATEUR GOLF 16,190

UNITED WAY OF GREATER BAYTOWN AND CHAMBERS COUNTY

5309 DECKER DR
BAYTOWN,TX77520 		  PC IMPACT HUMAN SERVICES IN BAYTOWN 5,000

UNITED WAY OF GREATER HOUSTON

50 WAUGH DR
HOUSTON,TX77008 		  PC IMPACT HUMAN SERVICES IN HOUSTON 100,000

CYCLE - CHANGING YOUNG CHILDRENS LIVES

2200 LOUETTA RD
SPRING,TX77388 		  PC BICYCLES FOR YOUTH 2,500

GOODWILL INDUSTRIES OF HOUSTON

1140 WEST LOOP NORTH
HOUSTON,TX77055 		  PC PROVIDE EMPLOYMENT TO PEOPLE WITH DISABILITIES 2,500

GREATER HOUSTON PARTNERSHIP FOUNDATION

701 AVENIDA DE LAS AMERICAS
HOUSTON,TX77010 		  PC SUPPORT ECONOMIC DEVELOPMENT 25,000

MUSEUM OF FINE ARTS HOUSTON

PO BOX 6826
HOUSTON,TX77265 		  PC SUPPORT FINE ARTS 20,000

ANGEL REACH

900 W DALLAS
CONROE,TX77301 		  PC HELP AT-RISK CHILDREN 2,500

CHILDREN'S CHARITY

1600 WEST LOOP SOUTH
HOUSTON,TX77027 		  PC IMPROVE THE LIFE OF CHILDREN 6,250

HOUSTON FREEDMEN'S TOWN CONSERVANCY INC

PO BOX 22602
HOUSTON,TX77227 		  PC SAULNIER STREET HISTORIC STRUCTURE PROJECT 2,500

JDRF INTERNATIONAL

200 VESEY ST
NEW YORK,NY10281 		  PC HELP FIND A CURE FOR JUVENILE DIABETES 5,000

STAR OF HOPE MISSION

4848 LOOP CENTRAL DRIVE
HOUSTON,TX77081 		  PC ADDRESS NEEDS OF HOMELESS 1,650

THE ROSE

12700 N FEATHERWOOD DR
HOUSTON,TX77034 		  PC SAVE LIVES THROUGH BREAST HEALTH SERVICES 1,000

BOYS AND GIRLS COUNTRY OF HOUSTON INC

18806 ROBERTS RD
HOCKLEY,TX77447 		  PC CHANGE THE LIVES OF CHILDREN 2,500

THE BROOKWOOD COMMUNITY INC

1752 FARM TO MARKET 1489
BROOKSHIRE,TX77423 		  PC SUPPORT ADULTS WITH DISABILITIES 1,500

CHILDREN AT RISK INC

2900 WESLAYAN ST
HOUSTON,TX77027 		  PC ADDRESS CHILD POVERTY AND INEQUALITY 1,972

RETINA FOUNDATION OF THE SOUTHWEST

9600 N CENTRAL EXPRESESWAY
DALLAS,TX75231 		  PC PREVENT VISION LOSS 3,800

INTERFAITH MINISTRIES FOR GREATER HOUSTON

3303 MAIN ST
HOUSTON,TX77002 		  PC PROVIDE MEALS ON WHEELS 2,050

EDUCATIONAL PROGRAMS INSPIRING COMMUNITIES INC

707 LEHMAN ST
HOUSTON,TX77018 		  PC CREATE OPPORTUNITIES FOR ADULTS WITH DISABILITIES 2,050

JEWISH FEDERATION OF GREATER HOUSTON

5603 S BRAESWOOD
HOUSTON,TX77096 		  PC PROVIDE FOR JEWS IN NEED IN HOUSTON 5,000

GOOD REASON HOUSTON INC

8 GREENWAY PLAZA
HOUSTON,TX77046 		  PC SUPPORT PUBLIC EDUCATION IN HOUSTON 7,500

BROOKS GIVES BACK INC

3201 SIDNEY BROOKS
SAN ANTONIO,TX78235 		  PC SUPPORT NEIGHBORHOOD SURROUNDING BROOKS 1,500

SAN ANTONIO FOR GROWTH ON THE EASTSIDE INC

220 CHESTNUT
SAN ANTONIO,TX78208 		  PC ADVANCE SMALL BUSINESS DEVELOPMENT 4,135

GOODWILL INDUSTRIES OF DALLAS INC

3020 N WESTMORELAND
DALLAS,TX75212 		  PC PROVIDE EMPLOYMENT TO PEOPLE WITH DISABILITIES 9,650

CENTER FOR SUCCESS & INDEPENDENCE INC

3722 PINEMONT DR
HOUSTON,TX77018 		  PC PROVIDE SERVICES TO ADOLECENTS 5,000

JEWISH FAMILY SERVICE

4131 S BRAESWOOD BLVD
HOUSTON,TX77025 		  PC PROVIDE BEHAVIORAL AND MENTAL HEALTH SERVICES 15,000

LONE STAR COMMUNITY HEALTH CENTER INC

605 S CONROE MEDICAL DR
CONROE,TX77304 		  PC SUPPORT THE HEALTH CENTER 2,325

BIG BROTHERS BIG SISTERS LONE STAR

450 E JOHN W CARPENTER FWY
IRVING,TX75062 		  PC SUPPORT MENTORING PROGRAMS 3,250

BOYS & GIRLS CLUB OF SAN ANTONIO TEXAS

456 RALPH AVE
SAN ANTONIO,TX78218 		  PC CHANGE THE LIVES OF CHILDREN 3,000

HOUSTON BAR FOUNDATION

1111 BAGBY ST
HOUSTON,TX77002 		  PC SUPPORT PRO BONO LEGAL SERVICES FOR HOUSTONIANS IN NEED 1,840

PRO-VISION INC

2656 S LOOP WEST
HOUSTON,TX77054 		  PC PROVIDE ACADEMIC, ECONOMIC OPPORTUNITIES FOR YOUNG PEOPLE 1,250

THE HOBBY CENTER FOUNDATION

800 BAGBY ST
HOUSTON,TX77002 		  PC PROVIDE WORLD-CLASS ENTERTAINMENT AND INNOVATIVE WORKS 4,000

TEXAS BUSINESS HALL OF FAME FOUNDATION

675 BERING DR
HOUSTON,TX77057 		  PC PERPETUATE AND INSPIRE THE VALUES OF ENTREPRENURIAL SPIRIT 3,288

SMALL STEPS NURTURING CENTER

2902 JENSEN DR
HOUSTON,TX77026 		  PC PROVIDE RESOURCES TO AT-RISK CHILDREN 8,400

PRATHAM USA

9703 RICHMOND AVE
HOUSTON,TX77042 		  PC IMPROVE CHILD LITERACY 1,000

CREDIT COALITION

3300 LYONS AVE
HOUSTON,TX77020 		  PC PROVDE FINANCIAL AND HOMEBUYER EDUCATION 1,000

CENTER FOR THE MISSING

2500 BOLSOVER ST
HOUSTON,TX77005 		  PC SUPPORT HOUSTON'S AMBER ALERT SYSTEM 1,036

BEXAR COUNTY MEDICAL LIBRARY ASSOCIATION

4334 N LOOP 1604 W
SAN ANTONIO,TX78249 		  PC SUPPORT THE LIBRARY 3,000

SKY HIGH FOR ST JUDES INC

9800 RICHMOND AVE
HOUSTON,TX77042 		  PC FUND RESEARCH PROJECTS TO END CHILDHOOD CANCER 2,220

THE WORKFAITH CONNECTION

4555 DACOMA ST
HOUSTON,TX77092 		  PC PROVIDE TRAINING AND COACHING FOR EMPLOYMENT 2,500

HOLOCAUST MUSEUM HOUSTON

5401 CAROLINE ST
HOUSTON,TX77004 		  PC SUPPORT THE MUSEUM 1,705

CENTER FOR HEARING AND SPEECH (DBA TEXAS HEARING INSTITUTE)

3100 SHENANDOAH ST
HOUSTON,TX77021 		  PC TEACH HEARING IMPAIRED CHILDREN TO LISTEN, SPEAK AND READ 2,064

WITTE MUSEUM

3801 BROADWAY
SAN ANTONIO,TX78209 		  PC SUPPORT THE MUSEUM 4,500

UNITED WAY OF TARRANT COUNTY

1500 N MAIN ST
FORT WORTH,TX76164 		  PC IMPACT HUMAN SERVICES IN TARRANT COUNTY 5,000

UNITED WAY OF SAN ANTONIO & BEXAR COUNTY

700 S ALAMO ST
SAN ANTONIO,TX78205 		  PC IMPACT HUMAN SERVICES IN BEXAR COUNTY 10,000

UNITED WAY OF METROPOLITAN DALLAS INC

1800 N LAMAR ST
DALLAS,TX75202 		  PC IMPACT HUMAN SERVICES IN DALLAS 10,000

MEMORIAL ASSISTANCE MINISTRIES INC

1625 BLALOCK
HOUSTON,TX77080 		  PC PROVIDE PROGRAMS TO BUILD STABLE FAMILIES AND COMMUNITIES 1,000

EMERGE FELLOWSHIP

11251 NORTHWEST FWY
HOUSTON,TX77092 		  PC PROVIDE COLLEGE READINESS CURRICULUM TO STUDENTS 2,135

CHILDREN'S FUND INC

5773 WOODWAY DR
HOUSTON,TX77057 		  PC PROVIDE MEDICAL AND SOCIAL CARE FOR NEEDY CHILDREN 2,500

TEXAS CHRISTIAN UNIVERSITY

2800 S UNIVERSITY DR
FORTH WORTH,TX76109 		  PC SUPPORT EDUCATION - SCHOOL OF BUSINESS 25,000

CY-FAIR EDUCATIONAL FOUNDATION

11803 GRANT RD
CYPRESS,TX77429 		  PC PROVIDE HIGHER EDUCATION OPPORTUNITIES 1,500

ALLIANCE FOR MULTICULTURAL COMMUNITY SERVICES

6420 HILLCRAFT AVE
HOUSTON,TX77081 		  PC CREATE OPPORTUNITIES FOR REFUGEES TO ACHIEVE SELF-SUFFICIENCY 1,500

HOUSTON BUSINESS DEVELOPMENT INC

5330 GRIGGS RD
HOUSTON,TX77021 		  PC SUPPORT FINANCIAL EDUCATION 1,000

WEST ANGELES COMMUNITY DEVELOPMENT CORP

6028 CRENSHAW BLVD
LOS ANGELES,CA90043 		  PC PROVIDE RELIEF FUNDS FOR LOW OR MODERATE-INCOME INDIVIDUALS 5,000

CHILD CARE RESOURCE CENTER INC

20001 PRAIRIE ST
CHATSWORTH,CA91311 		  PC PROVIDE CHILD CARE TO LOW-INCOME FAMILIES 28,232

CAL STATE FULLERTON PHILANTHROPIC FOUNDATION

2600 NUTWOOD AVE
FULLERTON,CA92831 		  PC SUPPORT THE PEOPLE AND PROGRAMS OF CAL STATE FULLERTON 10,000

LION GLOBAL FOUNDATION (DBA MIZEL INSTITUTE)

4350 S MONACO ST
DENVER,CO80237 		  PC SUPPORT MIZEL MUSEUM 10,000

ORANGE COUNTY'S UNITED WAY

18012 MITCHELL SOUTH
IRVINE,CA92614 		  PC IMPACT HUMAN SERVICES IN ORANGE COUNTY 25,000

SIMON WIESENTHAL CENTER INC

1399 S ROXBURY DR
LOS ANGELES,CA90035 		  PC TEACH THE LESSONS OF THE HOLOCAUST 23,500

BOYS & GIRLS CLUBS OF GREATER SAN DIEGO

PO BOX 178569
SAN DIEGO,CA92177 		  PC TO HELP LOW INCOME YOUNG PEOPLE 8,500

ACCESSITY

404 EUCLID AVE
SAN DIEGO,CA92114 		  PC ASSIST SMALL BUSINESS OWNERS START OR EXPAND THEIR BUSINESSES 20,000

LOCAL INITIATIVES SUPPORT CORPORATION

28 LIBERTY ST
NEW YORK,NY10005 		  PC PROVIDE GRANTS TO PROMOTE ECONOMIC DEVELOPMENT 5,000

MERCY HOUSING CALIFORNIA

1600 BROADWAY
DENVER,CO80202 		  PC TO HELP LOW INCOME PEOPLE BECOME HOME-OWNERS 24,000

PACIFIC COAST REGIONAL URBAN SMALL DEVELOPMENT CORP

3255 WILSHIRE BLVD
LOS ANGELES,CA90010 		  PC TO HELP THE SELF (SISTER ENTREPRENEUR LOAN FUND) PROGRAM 10,000

VENTURA COUNTY COMMUNITY DEVELOPMENT CORP

2231 STURGIS RD
OXNARD,CA93030 		  PC HELP LOW INCOME HOMEBUYERS WITH COUNSELING, MORTGAGE LENDING 15,000

OLD GLOBE THEATER

1363 OLD GLOBE WAY
SAN DIEGO,CA92101 		  PC SUPPORT DISADVANTAGED YOUTH THROUGH EDUCATION AND THEATRE 24,400

TOURO UNIVERSITY

50 W 47TH ST
NEW YORK,NY10036 		  PC PROVIDE DIVERSITY SCHOLOARSHIP 9,180

NEIGHBORHOOD PARTNERSHIP HOUSING SERVICES INC

9551 PITTSBURGH AVE
RANCHO CUCAMONGA,CA91730 		  PC ASSIST ELIGIBLE FIRST-TIME HOMEBUYERS (LOW OR MODERATE-INCOME) 5,000

RICHMOND COMMUNITY FOUNDATION

3260 BLUME DR
RICHMOND,CA94806 		  PC SUPPORT MOVING PEOPLE OUT OF POVERTY THROUGH COLLEGE ACCESS 9,600

UNITED WAY OF SAN DIEGO COUNTY

4699 MURPHY CANYON RD
SAN DIEGO,CA92123 		  PC SUPPORT THE HOMELESS, LOW AND MODERATE-INCOME INDIVIDUALS 5,000

LUCKY DUCK FOUNDATION

5675 RUFFIN RD
SAN DIEGO,CA92123 		  PC ALLEVIATE THE SUFFERING OF PEOPLE EXPERIENCING HOMELESSNESS 18,600

UNITED WAY OF THE BAY AREA

550 KEARNY ST
SAN FRANCISCO,CA94025 		  PC PROVIDE FOOD TO THE HOMELESS 5,000

ORANGE COUNTYS UNITED WAY

18012 MITCHELL SOUTH
IRVINE,CA92614 		  PC PROVIDE FOOD TO THE HOMELESS 5,000

NEIGHBORHOOD HOUSING SERVICES OF LOS ANGELES COUNTY

3926 WILSHIRE BLVD
LOS ANGELES,CA90010 		  PC PROVIDE HOMEOWNERSHIP COUNSELING 15,000

FAMILIES FORWARD

8 THOMAS
IRVINE,CA92618 		  PC PROVIDE ACCESS TO HOUSING AND RESOURCES 10,000

FEEDING SAN DIEGO

9477 WAPLES ST
SAN DIEGO,CA92121 		  PC PROVIDE FOOD TO THE HOMELESS 10,000

BOYS & GIRLS CLUBS OF FRESNO COUNTY

540 N AUGUSTA
FRESNO,CA93711 		  PC PROVIDE EDUCATIONAL ENRICHMENT PROGRAMS 5,000

LOCAL INITIATIVES SUPPORT CORPORATION

28 LIBERTY ST
NEW YORK,NY10005 		  PC SUPPORT THE BLACK ECONOMIC DEVELOPMENT AGENDA 15,000

URBAN LEAGUE OF SAN DIEGO COUNTY

4305 UNIVERSITY AVE
SAN DIEGO,CA92105 		  PC SUPPORT THE BLACK HOMEBUYERS PROGRAM 5,000

WOMEN ORGANIZING RESOURCES KNOWLEDGE AND SERVICES

795 N AVENUE 50
LOS ANGELES,CA90042 		  PC SUPPORT AFFORDABLE HOUSING 5,000

BUSINESSES UNITED IN INVESTING LENDING AND DEVELOPMENT

PO BOX 3316
REDWOOD CITY,CA94064 		  PC SUPPORT INVESTING AND LENDING 15,000

NEIGHBORHOOD HOUSING SERVICES OF ORANGE COUNTY INC

1748 W KATELLA AVE
ORANGE,CA92867 		  PC HOST A HOMEBUYER RESOURCES FAIR 5,000

ACCESSITY

404 EUCLID AVE
SAN DIEGO,CA92114 		  PC SUPPORT SMALL BUSINESS OWNERS 10,000

PACIFIC COAST REGIONAL URBAN SMALL DEVELOPMENT CORP

3255 WILSHIRE BLVD
LOS ANGELES,CA90010 		  PC TO HELP THE SELF (SISTER ENTREPRENEUR LOAN FUND) PROGRAM 10,000

SAN DIEGO INTERFAITH HOUSING FOUNDATION

7956 LESTER AVE
LEMON GROVE,CA91945 		  PC SUPPORT AFTER-SCHOOL PROGRAMS IN AFFORDABLE HOUSING 5,000

TOURO COLLEGE

50 W 47TH ST
NEW YORK,NY10036 		  PC PROVIDE AN INDEPENDENT INSTITUTION OF PROFESSIONAL EDUCATION 30,000

UNEARTH AND EMPOWER COMMUNITITES

PO BOX 5490
COMPTON,CA90224 		  PC SUPPORT SCIENCE, TECHNOLOGY, EDUCATION, ART AND MATH 988

UNITED WAY INC

1150 S OLIVE ST
LOS ANGELES,CA90015 		  PC PROVIDE FOOD TO THE HOMELESS 5,000

ARIZONA HOUSING COALITION

1495 E OSBORN RD
PHOENIX,AZ85014 		  PC ADVOCATE FOR SAFE AND AFFORDABLE HOUSING 5,000

EARN TO LEARN

4803 E 5TH ST
TUCSON,AZ85711 		  PC SCHOLARSHIP PROGRAM FOR LOW INCOME STUDENTS 5,000

PIMA COUNTY COMMUNITY LAND TRUST

17 N LINDA AVE
TUCSON,AZ85745 		  PC PROVIDES AFFORDABLE HOUSING 5,000

THE PRIMAVERA FOUNDATION INC

151 W 40TH ST
TUCSON,AZ85713 		  PC FINANCIAL COACHING 7,500

SOUTHWEST HUMAN DEVELOPMENT

2850 N 24TH ST
PHOENIX,AZ85008 		  PC SERVICES FOR LOW INCOME FAMILIES 2,500

TRELLIS

1405 E MCDOWELL RD
PHOENIX,AZ85006 		  PC SUPPORT HOUSING COUNSELING 10,000

UMOM NEW DAY CENTERS INC

3333 E VAN BUREN ST
PHOENIX,AZ85008 		  PC HOMELESS SHELTER PROGRAMS 3,500

ARIZONA COUNCIL ON ECONOMIC EDUCATION

16421 N TATUM BLVD
PHOENIX,AZ85032 		  PC SUPPORTS TEACHERS AND STUDENTS 5,000

BOYS AND GIRLS CLUBS OF THE COLORADO RIVER INC

2250 HIGHLAND RD
BULLHEAD CITY,AZ86442 		  PC SUPPORTS AFTER SCHOOL PROGRAMS 3,500

BOYS & GIRLS CLUB OF SIERRA VISTA INC

1746 PASEO SAN LUIS
SIERRA VISTA,AZ85635 		  PC SUPPORTS AFTER SCHOOL PROGRAMS 2,500

GROWTH PARTNERS ARIZONA

333 N WILMOT RD
TUCSON,AZ85711 		  PC ASSIST NONPROFITS AND SMALL BUSINESSES GAIN ACCESS TO CAPITAL 5,000

INTERNATIONAL SONORAN DESERT ALLIANCE

PO BOX 687
AJO,AZ85321 		  PC SUPPORT GROWING AND SUSTAINING SONORAN DESERT COMMUNITIES 3,500

LOCAL INITIATIVES SUPPORT CORPORATION

28 LIBERTY ST
NEW YORK,NY10005 		  PC SUPPORT ARIZONA COMMUNITY REINVESTMENT COLLABORATIVE 2,500

NEWTOWN COMMUNITY DEVELOPMENT CORPORATION

2106 E APACHE BLVD
TEMPE,AZ85281 		  PC SUPPORT HOUSING COUNSELING 10,000

WEST VALLEY MAVERICKS FOUNDATION INC

PO BOX 2216
LITCHFIELD PK,AZ85340 		  PC ASSIST CHILDREN AND FAMILIES IN NEED 7,733

HABITAT FOR HUMANITY TUCSON INC

3501 N MOUNTAIN AVE
TUCSON,AZ85719 		  PC BUILDING AFFORDABLE HOUSING 3,000

MARICOPA COUNTY HISTORICAL SOCIETY

21 N FRONTIER ST
WICKENBURG,AZ85390 		  PC ANNUAL DONATION 2022 5,000

SAVE THE FAMILY FOUNDATION OF ARIZONA

125 E UNIVERSITY DR
MESA,AZ85201 		  PC EQUIPPING FAMILIES TO ADDRESS POVERTY AND ACHIEVE SELF-SUFFICIENCY 5,000

ARIZONA YWCA METROPOLITAN PHOENIX

8561 N 61ST AVE
GLENDALE,AZ85302 		  PC TO EMPOWER WOMEN AND PROMOTE PEACE 7,500

UNITED WAY OF NORTHERN ARIZONA

1515 E CEDAR AVE
FLAGSTAFF,AZ86004 		  PC ASSIST WITH PROGRAMS TO RESPOND TO COMMUNITY NEEDS 4,000

UNITED WAY OF YUMA COUNTY INC

180 W 1ST ST
YUMA,AZ85364 		  PC ASSIST WITH PROGRAMS TO RESPOND TO COMMUNITY NEEDS 3,000

HOMEWARD BOUND

2302 W COLTER ST
PHOENIX,AZ85015 		  PC CREATE PATHWAYS OUT OF POVERTY FOR HOMELESS FAMILIES 5,000

MESA UNITED WAY INC

137 E UNIVERSITY DR
MESA,AZ85201 		  PC ASSIST WITH PROGRAMS TO RESPOND TO COMMUNITY NEEDS 2,000

VALLEY OF THE SUN UNITED WAY

3200 E CAMELBACK RD
PHOENIX,AZ85018 		  PC ASSIST WITH PROGRAMS TO RESPOND TO COMMUNITY NEEDS 10,000

WICKENBURG COMMUNITY HOSPITAL FOUNDATION INC

520 ROSE LN
WICKENBURG,AZ85390 		  PC SUPPORT THE HOSPITAL 5,000

UNITED WAY OF TUCSON AND SOUTHEN ARIZONA INC

PO BOX 86750
TUCSON,AZ85754 		  PC ASSIST WITH PROGRAMS TO RESPOND TO COMMUNITY NEEDS 10,000

LOCAL INITIATIVES SUPPORT CORPORATION

28 LIBERTY ST
NEW YORK,NY10005 		  PC SUPPORT ARIZONA COMMUNITY REINVESTMENT COLLABORATIVE 5,000

HOUSING AMERICA CORPORATION

130 N STATE AVE
SOMERTON,AZ85350 		  PC SUPPORT HOUSING COUNSELING 5,000

FREE ARTS FOR ABUSED CHILDREN OF ARIZONA

352 E CAMELBACK RD
PHOENIX,AZ85012 		  PC SUPPORT THE HEALING OF ABUSED AND HOMELESS CHILDREN 2,500

LOCAL INITIATIVES SUPPORT CORPORATION

28 LIBERTY ST
NEW YORK,NY10005 		  PC SUPPORT ARIZONA COMMUNITY REINVESTMENT COLLABORATIVE 5,000

CULTURAL COALITION INC

551 N ALMA SCHOOL
MESA,AZ85201 		  PC SUPPORT INDIGENOUS ARTISTS IN ARIZONA 1,000

ARIZONA LATINO LEADERS IN EDUCATION

3101 N CENTRAL AVE
PHOENIX,AZ85012 		  PC SUPPORT EDUCATION 3,000

ARIZONA LATINO LEADERS IN EDUCATION

3101 N CENTRAL AVE
PHOENIX,AZ85012 		  PC SUPPORT EDUCATION 2,000

DOUGLAS COUNTY BACKPACK BUDDIES PROGRAM

1295 BRIDLE WAY
MINDEN,NV89423 		  PC PROVIDE WEEKEND FOOD FOR STUDENTS IN 11 SCHOOLS 2,000

FRIENDS IN SERVICE HELPING-EMERGENCY REFERRAL SERVICE

138 E LONG ST
CARSON CITY,NV89706 		  PC WORK DEVELOPMENT PROGRAMS 2,500

NEVADA LEGAL SERVICES INC

701 E BRIDGER AVE
LAS VEGAS,NV89101 		  PC PURCHASE KIOSKS FOR TENANTS' RIGHTS CENTER 3,000

REBUILDING TOGETHER SOUTHERN NEVADA

611 S 9TH ST
LAS VEGAS,NV89101 		  PC CRITICAL HOME REPAIR PROGRAM 5,000

GOLDEN RAINBOW OF NEVADA INC

714 E SAHARA AVE
LAS VEGAS,NV89104 		  PC DIRECT FINANCIAL ASSISTANCE PROGRAM 5,000

BOOSTED DIPLOMAS

725 BELGRAVE AVE
RENO,NV89509 		  PC PROVIDE TUTORING TO FOSTER STUDENTS 2,500

SERVICE CORPS OF RETIRED EXECUTIVES ASSOCIATION

1165 HERNDON PARKWAY
HERNDON,VA20170 		  PC PROVIDE ONE-ON-ONE MENTORING FOR SMALL BUSINESS OWNERS 5,000

JOBS FOR NEVADAS GRADUATES INC

4045 S BUFFALO DR
LAS VEGAS,NV89147 		  PC HELP AT-RISK YOUTH REACH GRADUATION 1,000

UNIVERSITY OF NEVADA LAS VEGAS FOUNDATION

4505 S MARYLAND PARKWAY
LAS VEGAS,NV89154 		  PC FINAL PLEDGE FOR THE LEE BUSINESS SCHOOL BUILDING CAMPAIGN 35,083

CATHOLIC CHARITIES OF SOUTHERN NEVADA

1501 LAS VEGAS BLVD N
LAS VEGAS,NV89101 		  PC SUPPORT HANDS OF HOPE COMMUNITY FOOD PANTRY 2,500

THE FOOD BANK OF NORTHERN NEVADA INC

550 ITALY DR
SPARKS,NV89437 		  PC INCREASE FOOD ASSISTANCE IN THE REGION 2,500

JEWISH FAMILY SERVICE AGENCY

2309 RENAISSANCE DR
LAS VEGAS,NV89119 		  PC SUPPORT FOOD PANTRY 1,500

GREEN OUR PLANET

8020 RAINBOW BLVD
LAS VEGAS,NV89139 		  PC SUPPORT FINANCIAL LITERACY 1,500

VETERANS GUEST HOUSE INC

880 LOCUST ST
RENO,NV89509 		  PC SUPPORT VETERANS AND THEIR FAMILIES 1,000

CHILDREN'S HEART FOUNDATION

3131 LA CANADA ST
LAS VEGAS,NV89169 		  PC SUPPORT CHF OUTREACH ASSISTANCE PROGRAM 2,500

WESTERN NEVADA COLLEGE FOUNDATION

2201 W COLLEGE PKWY
CARSON CITY,NV89703 		  PC SUPPORT WILDCAT RESERVE FOOD & HYGIENE PANTRY 2,500

JAS FOUNDATION

1920 PLATEAU WAY
WEST WENDOVER,NV89883 		  PC SUPPORT SENIOR NUTRITION PROGRAMS 1,500

UNLV FOUNDATION LOYALTY CIRCLE COMMITMENT

4505 S MARYLAND PARKWAY
LAS VEGAS,NV89154 		  PC SUPPORT STUDENT ATHLETES 36,000

SAFE HOUSE INC

921 AMERICAN PACIFIC DR
HENDERSON,NV89014 		  PC ASSIST DOMESTIC VIOLENCE VICTIMS 1,000

DRESS FOR SUCCESS SOUTHERN NEVADA

PO BOX 94194
LAS VEGAS,NV89193 		  PC ASSIST UNEMPLOYED WOMEN 2,500

CUPCAKE GIRLS

3110 S VALLEY VIEW BLVD
LAS VEGAS,NV89102 		  PC SUPPORT VICTIMS/SURVIVORS OF SEX TRAFFICKING 1,000

SERVICE CORPS OF RETIRED EXECUTIVES ASSOCIATION

1165 HERNDON PARKWAY
HERNDON,VA20170 		  PC PROVIDE ONE-ON-ONE MENTORING FOR SMALL BUSINESS OWNERS 1,500

UNIVERSITY OF NEVADA LAS VEGAS FOUNDATION

4505 S MARYLAND PARKWAY
LAS VEGAS,NV89154 		  PC FUND SCHOLARSHIPS 25,000

FRIENDS FOR LAS VEGAS METROPOLITAN POLICE DEPT FOUNDATION

110 N CITY PARKWAY
LAS VEGAS,NV89106 		  PC SUPPORT PROGRAMS TO PREVENT CRIME 2,500

COMMUNITIES IN SCHOOLS OF NEVADA

2080 E FLAMINGO RD
LAS VEGAS,NV89119 		  PC EMPOWER STUDENTS TO STAY IN SCHOOL 4,900

CANCER LIFELINE OF KING COUNTY

6522 FREMONT AVE N
SEATTLE,WA98103 		  PC PROVIDE SUPPORT TO CANCER PATIENTS 5,000

FORTERRA NW

PO BOX 4189
SEATTLE,WA98194 		  PC SUPPORT HEALTHY ECOSYSTEMS AND RESILIENT COMMUNITIES 5,000

SEATTLE POLICE FOUNDATION

PO BOX 456
SEATTLE,WA98111 		  PC SUPPORT FOR SEATTLE POLICE DEPARTMENT 5,000

SOUND

6400 SOUTHCENTER BLVD
TUKWILA,WA98188 		  PC PROVIDE BEHAVIORAL HEALTH SERVICES 2,449

WELLSPRING FAMILY SERVICES

1900 RAINIER AVE S
SEATTLE,WA98144 		  PC SUPPORT TO END FAMILY HOMELESSNESS 3,500

CATHOLIC COMMUNITY SERVICES OF WESTERN WASHINGTON

100 23RD AVE S
SEATTLE,WA98144 		  PC SUPPORT FOR ST. MARTIN DE PORRES SHELTER 5,000

BELLWETHER HOUSING

433 MINOR AVE NORTH
SEATTLE,WA98109 		  PC PROVIDE AFFORDABLE HOUSING 2,500

ARTSFUND

100 W HARRISON ST
SEATTLE,WA98119 		  PC SUPPORT FOR ARTS IN STRENGTHENING COMMUNITY 7,500

MUSEUM OF FLIGHT FOUNDATION

9404 E MARGINAL WAY SOUTH
SEATTLE,WA98108 		  PC SUPPORT THE MUSEUM 2,000

THE COMMUNITY FOUNDATION

1123 SPRUCE ST
BOULDER,CO80302 		  PC WILDFIRE RESOURCE SUPPORT 10,000

WARREN VILLAGE INC

1323 GILPIN ST
DENVER,CO80218 		  PC SUPPORT FOR SAFE AND AFFORDABLE HOUSING 3,000

YOUNG AMERICANS CENTER FOR FINANCIAL EDUCATION

3550 E 1ST AVE
DENVER,CO80206 		  PC FINCIAL AID FOR LOW INCOME STUDENTS 7,500

DREAMSPRING

2000 ZEARING AVE NW
ALBUQUERQUE,NM87104 		  PC SUPPORT FOR ENTREPRENEURS 5,000

ROCKY MOUNTAIN MICROFINANCE INSTITUTE

1209 W 10TH AVE
DENVER,CO80204 		  PC SUPPORTS ENTREPRENEURS WHO HAVE A HIGH BARRIER TO ENTRY 5,000

COMMUNITY RESOURCES & HOUSING DEVELOPMENT CORP

7305 LOWELL BLVD
WESTMINISTER,CO80030 		  PC SUPPORT THE HOMEOWNERSHIP CENTER 1,774

CASA OF PUEBLO

130 W ABRIENDO AVE
PUEBLO,CO81004 		  PC ADVOCATE FOR ABUSED AND NEGLECTED CHILDREN IN COURTS 417

THE PINON PROJECT

210 E MAIN ST
CORTEZ,CO81321 		  PC PROVIDES COMMUNITY SUPPORT 1,162

BOYS & GIRLS CLUB OF NORTHWEST COLORADO

PO BOX 776410
STEAMBOAT SPRINGS,CO80477 		  PC SUPPORTS FINANCIAL LITERACY PROGRAMMING FOR KIDS 1,498

DENVERWORKS

6000 E EVANS
DENVER,CO80222 		  PC EMPOWER THE UNEMPLOYED THROUGH JOB PREPARATION AND PLACEMENT 923

HOUSING RESOURCES OF WESTERN COLORADO

524 30 RD
GRAND JUNCTION,CO81504 		  PC PROVIDES AFFORDABLE HOUSING 460

EMERGENCY FAMILY ASSISTANCE ASSOCIATION INC

1575 YARMOUTH AVE
BOULDER,CO80304 		  PC SUPPORT TO END FAMILY HOMELESSNESS 1,517

SAN JUAN COUNTY LIFE SKILLS FOUNDATION

PO BOX 360
KIRTLAND,NM87414 		  PC SUPPORT FOR YOUTH DEVELOPMENT PROGRAMS 455

ASPEN COMMUNITY FOUNDATION

455 GOLD RIVERS CT
ASPEN,CO81621 		  PC SUPPORT FOR THE EDUCATION OF CHILDREN 520

HEART & HAND CENTER

2736 WELTON ST
DENVER,CO80205 		  PC PROVIDE ACADEMIC, PHYSICAL, AND EMOTIONAL SUPPORT FOR YOUTH 5,000

I HAVE A DREAM FOUNDATION COLORADO

1836 GRANT ST
DENVER,CO80203 		  PC PROVIDE HOLISTIC ACADEMIC, SOCIAL PROGRAMS FOR YOUTH 2,000

ROCKY MOUNTAIN ADVENTIST HEALTHCARE FOUNDATION

960 E HARVARD AVE
DENVER,CO80210 		  PC PROVIDE HOSPITAL CAREGIVER MEALS AND APPRECIATION 3,000

REBUILDING TOGETHER METRO DENVER INC

2839 W 44TH AVE
DENVER,CO80211 		  PC REPAIR HOMES AND REVITALIZE COMMUNITIES 2,500

ECONOMIC COUNCIL HELPING OTHERS INC

1921 E MURRAY DR
FARMINGTON,NM87401 		  PC SUPPORT FOR THE FOOD BANK 5,000

ASPEN EDUCATION FOUNDATION

235 HIGH SCHOOL RD
ASPEN,CO81611 		  PC SUPPORT FOR THE EDUCATION OF CHILDREN 9,000

IMPACT DEVELOPMENT FUND

200 E 7TH ST
LOVELAND,CO80537 		  PC PROVIDE AFFORDABLE HOUSING LOANS 5,000

BOYS & GIRLS CLUBS IN COLORADO INC

1410 GRANT ST
DENVER,CO80203 		  PC SUPPORTS FINANCIAL LITERACY PROGRAMMING FOR KIDS 5,000

COMMON GROUND MONTROSE INC

PO BOX 965
MONTROSE,CO81402 		  PC SUPPORT KIDS AID (FOOD PACKAGED WEEKLY FOR CHILDREN) 460

COLORADO FORUM FUND INC

511 16TH ST
DENVER,CO80202 		  PC SUPPORT POLICY ISSUES IMPACTING THE STATE OF COLORADO 10,000

DENVER SCHOLARSHIP FOUNDATION

789 SHERMAN ST
DENVER,CO80203 		  PC PROVIDES RESOURCES TO HELP STUDENTS ENROLL IN AND GRADUATE FROM COLLEGE 10,000

VALLEY HOPE ASSOCIATION

103 S WABASH
NORTON,KS67654 		  PC SUPPORT ADDITION CENTER 4,000

FAMILY TREE INC

3805 MARSHALL ST
WHEAT RIDGE,CO80033 		  PC HELP PEOPLE OVERCOME CHILD ABUSE AND HOMELESSNESS 4,000

WORK OPTIONS FOR WOMEN

1200 FEDERAL BLVD
DENVER,CO80204 		  PC HELP PEOPLE OVERCOME BARRIERS TO SUSTAINABLE EMPLOYMENT 1,814

SOUTHERN UTAH UNIVERSITY FOUNDATION

351 W UNIVERSITY BLVD
CEDAR CITY,UT84720 		  PC SUPPORT SOUTHERN UTAH MUSEUM OF ART 50,000

HALE CENTRE THEATRE

9900 S MONROE
SANDY,UT84070 		  PC SUPPORT THE THEATER 50,000

SUCCESS IN EDUCATION FOUNDATION

111 E BROADWAY
SALT LAKE CITY,UT84111 		  PC SUPPORT EDUCATION 175,000

NATIONAL ABILITY CENTER

1000 ABILITY WAY
PARK CITY,UT84098 		  PC PROVIDE ADAPTIVE RECREATION FOR INDIVIDUALS WITH DISABILITIES 60,000

ENVISION UTAH

254 S 600 E
SALT LAKE CITY,UT84102 		  PC ENGAGE PEOPLE TO CREATE BEAUTIFUL, PROSPEROUS COMMUNITIES 100,000

TRI-STATE HOSPITAL FOUNDATION

PO BOX 636
CLARKSTON,WA99403 		  PC PROVIDE FUNDING FOR THE IMPATIENT AND DIETARY WING 25,000

FIT TO RECOVER INC

789 W 1390 S
SALT LAKE CITY,UT84104 		  PC HELP INDIVIDUALS MAINTAIN LONG-TERM RECOVERY FROM DRUGS/ALCOHOL 50,000

THE HOME PARTNERSHIP FOUNDATION INC

565 W MYRTLE ST
BOISE,ID83707 		  PC HELP LOW-INCOME IDAHOANS PREVENT HOMELESSNESS 23,000

LION GLOBAL FOUNDATION

4350 S MONACO ST
DENVER,CO80237 		  PC PROVIDES RESOURCES TO MIZEL MUSEUM AND CELL 10,000

THE COMMUNITY FOUNDATION OF UTAH

2257 S 1100 E
SALT LAKE CITY,UT84106 		  PC SILICON SLOPES COMPUTER SCIENCE FUND 100,000

CANYONS SCHOOL DISTRICT EDUCATION FOUNDATION

9361 S 300 E
SANDY,UT84070 		  PC SUPPORT EAST MIDVALE ELEMENTARY FARMERS MARKET 10,000

FOUNDATION FOR THE PROVO-JORDAN RIVER PARKWAY

872 WOODRUFF WAY
SALT LAKE CITY,UT84108 		  PC PROMOTE THE PRESERVATION AND USE OF THE JORDAN RIVER 50,000

SHELTER THE HOMELESS COMMITTEE INC

242 W PARAMOUNT AVE
SALT LAKE CITY,UT84115 		  PC SUPPORT TO PREVENT AND END HOMELESSNESS 100,000

UTAH DEBATE COMMISSION

PO BOX 1654
AMERICAN FORK,UT84003 		  PC SUPPORT DEBATES 25,000

PLYMOUTH HOUSING GROUP

2113 THIRD AVE
SEATTLE,WA98121 		  PC SUPPORT TO ELIMINATE HOMELESSNESS 10,000
Total .................................right arrow 3a 2,088,925
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2022)
Form 990-PF (2022)
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 ....     14 718,170  
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 -228,556  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFROM PASS-THRU ENTITIES 		523000 0 14 -66,593  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 423,021 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
423,021
(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 (2022)
Form 990-PF (2022)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2022
Name of the organization
THE ZIONS BANCORPORATION FOUNDATION
 
Employer identification number

84-1411938
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2022)
Schedule B (Form 990) (2022) Page 2
Name of organization
THE ZIONS BANCORPORATION FOUNDATION
  		Employer identification number
84-1411938
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
AMEGY HOLDING TEXAS INC
 
ONE SOUTH MAIN ST 15TH FL
 
SALT LAKE CITY, UT84133

$ 585,481


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2022)
Schedule B (Form 990) (2022)
Page 3
Name of organization
THE ZIONS BANCORPORATION FOUNDATION
  		Employer identification number

84-1411938
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 2.45% INTEREST IN CAPITAL POINT PARTNERS, LP $ 585,481 2022-07-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2022)
Schedule B (Form 990) (2022)
Page 4
Name of organization
THE ZIONS BANCORPORATION FOUNDATION
  		Employer identification number

84-1411938
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2022)
Additional Data


Software ID:  
Software Version:  

TY 2022 AccountingFeesSchedule
Name:
THE ZIONS BANCORPORATION FOUNDATION
EIN:
84-1411938
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEES 4,125 4,125 0 0

TY 2022 InvestmentsOtherSchedule2
Name:
THE ZIONS BANCORPORATION FOUNDATION
EIN:
84-1411938
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ABB FMV 48,291 42,065
EEIXIA FMV 32,824 32,824
HSBC FMV 32,195 36,114
DWAHY FMV 32,184 25,405
U FMV 30,030 8,320
SZKMY FMV 29,336 22,141
TLPFY FMV 29,177 21,747
DSCSY FMV 35,875 34,619
HOCPY FMV 34,063 31,679
SDVKY FMV 27,106 20,089
SRTTY FMV 26,290 26,244
SMMNY FMV 25,944 28,702
TSCO FMV 25,832 35,095
HENOY FMV 23,310 24,513
LIN FMV 22,917 24,790
YAMCY FMV 20,424 20,881
SMNNY FMV 33,629 21,341
AGG FMV 4,042,096 3,492,222
CFRUY FMV 27,440 28,459
VWDRY FMV 36,084 34,148
AKZOY FMV 44,825 27,909
VONOY FMV 44,711 26,109
DKILY FMV 43,492 32,333
WTKWY FMV 43,343 41,942
SU FMV 42,626 55,369
UNVGY FMV 36,600 40,684
ASCCY FMV 16,560 21,577
SMFG FMV 42,268 48,722
DBSDY FMV 41,233 43,905
INTL FMV 40,984 22,069
NGLOY FMV 39,557 36,713
EADSY FMV 38,860 41,855
CTTAY FMV 38,105 23,587
FERG FMV 36,763 33,266
NRILY FMV 42,626 36,900
SAXPY FMV 48,931 50,853
IMCDY FMV 16,235 15,987
PSO FMV 13,564 17,694
THLLY FMV 42,452 44,155
HCFLP FMV 0 1
FVPII FMV 0 1
FEFII FMV 0 1
MMC FMV 49,150 51,630
ACCRD FMV 1,082 28,251
CCCLP FMV 0 1
TSLA FMV 14,893 10,840
ICLR FMV 48,421 41,764
PYPL FMV 122,427 56,406
CRM FMV 121,107 72,394
NCBDY FMV 28,409 23,062
V FMV 217,714 212,538
TBIXX FMV 178,419 178,419
AAPL FMV 174,368 172,937
META FMV 159,203 72,806
NFLX FMV 154,138 106,157
AMZN FMV 405,365 225,876
UNH FMV 149,302 214,723
FGTXX FMV 258,652 258,652
NKE FMV 120,222 102,384
ZTS FMV 112,347 104,344
TMO FMV 110,883 128,861
NVDA FMV 110,820 119,835
UBER FMV 98,722 48,842
MNST FMV 95,251 110,769
MSFT FMV 312,837 299,056
ISRG FMV 85,916 74,298
HLMEX FMV 1,726,858 1,260,808
SPGI FMV 91,738 93,113
PRNDY FMV 49,175 47,026
GLSPC FMV 3,400,764 3,231,977
VTI FMV 2,557,087 2,514,722
SVAIX FMV 2,459,000 2,215,384
IWP FMV 2,227,770 1,901,064
CSVZX FMV 2,005,838 1,967,422
IWS FMV 1,813,861 1,815,956
NWKDX FMV 1,760,073 1,416,140
DEMIX FMV 1,706,200 1,166,362
SEMMX FMV 419,360 351,707
TIDDX FMV 1,596,570 1,137,418
HNVRX FMV 1,517,097 1,331,529
GJRTX FMV 1,322,396 1,153,572
CMNIX FMV 1,232,913 1,214,604
PLFRX FMV 699,797 660,920
CPPLP FMV 566,161 566,161
DBLEX FMV 473,735 377,377
ACN FMV 49,629 39,492
TBIXX FMV 237,510 237,510
RELX FMV 93,781 86,071
SYK FMV 66,061 72,369
BP FMV 64,057 80,828
DXCM FMV 63,446 80,174
RDSMY FMV 63,048 43,562
UL FMV 61,865 59,816
TEAM FMV 60,018 32,813
AIQUY FMV 59,196 52,876
EL FMV 58,963 68,230
OLYMY FMV 56,286 47,719
CABGY FMV 54,496 43,591
IFNNY FMV 52,438 46,271
CMPGY FMV 52,340 56,073
LGRDY FMV 51,731 39,734
MTUAY FMV 51,605 51,899
BVVPY FMV 50,335 44,755
BCS FMV 50,172 38,048
RYAAY FMV 49,861 35,436
SE FMV 84,980 27,264
AAP FMV 65,243 55,577
APTV FMV 66,599 44,702
EMGIY FMV 74,559 72,199
PANW FMV 84,928 96,422
GWW FMV 81,916 111,806
UPS FMV 79,816 84,139
AAGIY FMV 79,008 78,782
RHHBY FMV 75,643 60,835
SPLK FMV 75,631 45,800
ALC FMV 75,116 72,183
RTX FMV 74,453 95,773
MKKGY FMV 66,561 58,808
AON FMV 70,817 77,136
TBIXX FMV 70,558 70,558
ADBE FMV 70,325 54,518
EQIX FMV 70,275 68,123
SHW FMV 69,791 64,554
WDAY FMV 68,177 48,693
ASML FMV 67,395 68,300
ETN FMV 85,139 87,264
MWTIX FMV 5,422,034 4,505,051

TY 2022 OtherIncomeSchedule2
Name:
THE ZIONS BANCORPORATION FOUNDATION
EIN:
84-1411938
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FROM PASS-THRU ENTITIES -66,593 -19,209 0


TY 2022 OtherProfessionalFeesSchedule
Name:
THE ZIONS BANCORPORATION FOUNDATION
EIN:
84-1411938
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEES 36,697 36,697 0 0


TY 2022 TaxesSchedule
Name:
THE ZIONS BANCORPORATION FOUNDATION
EIN:
84-1411938
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES PAID ON INVESTMENTS AS REPORTED ON 1099-DIV 21,594 21,594 0 0
SECTION 4940 TAX PAID ON NET INVESTMENT INCOME 200,000 0 0 0