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
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
Mountain America Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)9800 South Monroe Street
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Sandy, UT84070
A Employer identification number

84-3574217
B Telephone number (see instructions)

(801) 325-1939
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$4,125,090J 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) 531,765
2 Check right arrow.............
3 Interest on savings and temporary cash investments 158,286 158,286 158,286
4 Dividends and interest from securities...      
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)...  
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).......      
12 Total. Add lines 1 through 11........ 690,051 158,286 158,286
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
19,600 1,502 6,530 11,568
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
9      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments
List of Attached Documents:
// Content
22,281 7,948 7,948 6,384
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 41,890 9,450 14,478 17,952
25 Contributions, gifts, grants paid....... 1,818,721 1,818,721
26 Total expenses and disbursements. Add lines 24 and 25 1,860,611 9,450 14,478 1,836,673
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,170,560
b Net investment income (if negative, enter -0-) 148,836
c Adjusted net income (if negative, enter -0-)... 143,808
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 1,295,001 1,156 1,156
2 Savings and temporary cash investments......... 4,000,649 4,123,934 4,123,934
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).......      
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)..........      
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) 5,295,650 4,125,090 4,125,090
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
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........... 5,295,650 4,125,090
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)..... 5,295,650 4,125,090
30 Total liabilities and net assets/fund balances (see instructions). 5,295,650 4,125,090
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
5,295,650
2
Enter amount from Part I, line 27a .....................
2
-1,170,560
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
4,125,090
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,125,090
Form 990-PF (2023)
Form 990-PF (2023)
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.)
1a
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2  
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
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 2,069
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  
3 Add lines 1 and 2........................... 3 2,069
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,069
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a  
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 2,100
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,100
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
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 31
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow31 Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
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 .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? 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. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
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 arrowSuzanne Oliver Telephone no.right arrow (801) 325-1939

Located atright arrow9800 South Monroe StreetSandyUT ZIP+4right arrow84070
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 2023, 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
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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
 
No
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
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
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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)
Yes
 
(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
 
No
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
Sterling Nielsen President
0.00 		0    
9800 South Monroe Street
Sandy,UT84070
Chad Curtis Director
0.00 		0    
9800 South Monroe Street
Sandy,UT84070
Scott Burt Director
0.00 		0    
9800 South Monroe Street
Sandy,UT84070
Tony Rasmussen Secretary
0.00 		0    
9800 South Monroe Street
Sandy,UT84070
Suzanne Oliver Executive Dir.
0.00 		0    
9800 South Monroe Street
Sandy,UT84070
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  
Form 990-PF (2023)
Form 990-PF (2023)
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 arrow  
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 To improve the communities within which the Foundation operates by making distributions to other organizations which qualify as exempt organizations. In 2023, the Foundation made contributions to thirty-six 501(c)(3) organizations, which operate within the area in which the Foundation is committed to serve. 1,518,721
2 To provide scholarships to underprivileged or otherwise deserving students pursuing post-secondary education. The scholarship program has been promoted by the Foundation through oral and written communications with high schools and post-secondary institutions. The Foundation granted 140 scholarships in 2023 for students to attend the following colleges: Arizona Christian University, Arizona State University, Auguste Escoffier School of Culinary Arts, Binghamton University, Boston University, Brigham Young University, Brigham Young University Idaho, College of Southern Idaho, Colorado Northwestern Community College, Ensign College, Estrella Mountain Community College, Idaho State University, Montana State University, New Mexico State University, Northern Arizona University, Ottawa University, Point Loma Nazarene University, Salt Lake Community College, Snow College, Southern Utah University, Syracuse University, University of Arizona, University of Kansas, University of Nevada, Reno, Un 300,000
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 arrow  
Form 990-PF (2023)
Form 990-PF (2023)
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
0
b
Average of monthly cash balances.......................
1b
4,827,491
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
4,827,491
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
 
3
Subtract line 2 from line 1d.........................
3
4,827,491
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
72,412
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,755,079
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
237,754
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
237,754
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
2,069
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,069
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
235,685
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
235,685
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
235,685
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
1,836,673
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
1,836,673
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 235,685
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022...... 474,906
f Total of lines 3a through e ........ 474,906
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 1,836,673
a Applied to 2022, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 235,685
e Remaining amount distributed out of corpus 1,600,988
5 Excess distributions carryover applied to 2023.    
(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 2,075,894
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		2,075,894
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022.... 474,906
e Excess from 2023.... 1,600,988
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, 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) 2023 (b) 2022 (c) 2021 (d) 2020
         
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 (2023)
Form 990-PF (2023)
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
Ronald McDonald House Charities


935 E S Temple St
Salt Lake City,UT84102 		None PC To promote child welfare by allowing parents who are far from home to stay close to their hospitalized child and benefit from the comforts of home without incurring hotel and food costs. 50,000
Make-a-Wish Donation Match


771 E Winchester Street
Murray,UT84107 		None PC To promote child welfare to create life-changing wishes for children with critical illnesses. The children served are fighting for their lives, and their families are doing everything that they can to help them in their battles. 10,721
Univ of Utah School of Medicine


27 S Mario Capechhi Drive
Salt Lake City,UT84112 		None PC To provide underrepresented student scholarships at the University of Utah. 40,000
Hale Centre Fdn for the ArtsEd


50 West Page Avenue
Gilbert,AZ85233 		None PC To provide innovative, professional family theater and theater education that involves and elevates the Utah community. 600,000
Intermountain Healthcare Fnd


36 South State Street Suite 2100
Salt Lake City,UT84111 		None PC To advance medicine and improve lives by supporting local and regional fundraising programs throughout Utah and Southeast Idaho. 250,000
Neuroworx


90 Albion Village Way
Sandy,UT84070 		None PC To assist Neuroworx provide extraordinary activity-based therapy and rehabilitation to adults and children experiencing paralysis from spinal cord injuries, brain injuries, stroke, cerebral palsy and similar neurological conditions while eliminating the financial barriers to progress. 500,000
UT Friends of Amar Int'l Charitable


PO Box 901433
Sandy,UT84090 		None PC To support populations in the middle east and beyond to rebuild lives for some of the world's most disadvantaged people affected by war, conflict, and displacement. 10,000
Advocates Against Family Violence I


1508 Hope Lane
Caldwell,ID83605 		None PC To eliminate domestic abuse by helping individuals make positive life changes through counseling, adult and teen outreach, court advocacy, affordable housing, emergency shelter services, and community involvement. 1,000
Alzheimer's Association Utah Chapte


12894 S Pony Express Rd 300
Draper,UT84020 		None PC To provide a broad range of free programs and services, funding for Alzheimer's and dementia research, and advocacy efforts on behalf of Utahans. 2,000
Amer Red Cross-Disaster Relief Hawa


6616 S 900 E
Salt Lake City,UT84121 		None PC To prevent and alleviate human suffering in the face of emergencies by mobilizing the power of volunteers and the generosity of donors. 5,000
Animal Network


8495 W Warm Springs Rd
Las Vegas,NV89113 		None PC To rescue homeless and abandoned animals from the streets, shelters and owners who no longer care for their animals. 1,000
Be Like Josh Foundation


PO Box 6297
Chandler,AZ85246 		None PC To support the study and advocacy of dogs with neurological disabilities. 1,000
Canines with a Cause


4050 S 2700 E
Holladay,UT84124 		None PC To pair rescued dogs with military veterans living with PTSD, Traumatic Brain Injury and/or Military Sexual Trauma to become psychiatric service or assistance dogs. 1,000
Casting for Recovery


109 East Oak Street Ste 1G
Bozeman,MT59715 		None PC To provide healing outdoor retreats for women with breast cancer, at no cost to the participants. 1,000
Champ's Heart Inc


2643 Galway Circle
Idaho Falls,ID83404 		None PC To provide children with limited abilities, veterans of war, and their families the opportunity to feel safe while connecting with horses, and experience well-being and independence in a welcoming environment. 1,000
Cuidando Los Ninos Inc


PO Box 12786
Albuquerque,NM87195 		None PC To break the cycle of homelessness for children and families by providing high quality early childhood education, case management, supportive housing, and parent education. 1,000
Equality Utah


350 East 400 South 305
Salt Lake City,UT84111 		None PC To secure equal rights and protections for LGBTQ Utahans and their families. 1,000
For the Kids Org


825 North 300 West Suite C-139
Salt Lake City,UT84103 		None PC To serve underprivileged children by delivering bags of bulk food to inner city schools. 1,000
Game Changers Idaho


654 N 9th Street
Boise,ID83702 		None PC To support children with and without disabilities to play sports together. 1,000
Girl Scouts of Utah


445 E 4500 S
Salt Lake City,UT84107 		None PC To build girls of courage, confidence, and character, who make the world a better place. 1,000
I love Us Project Inc


1390 N 500 E
Richfield,UT84701 		None PC To foster creativity, joy, and inclusive learning opportunities for mentally handicapped and disadvantaged individuals. 1,000
Life After Placement


1328 Gates Head Ct
Syracuse,UT84075 		None PC To provide resources and support for birth mothers 1,000
Lifes Worth Living Foundation


2055 N Main St
Stansbury Park,UT84074 		None PC To raise awareness of, educate on, and prevent suicide primarily focused on the Tooele County area. 1,000
Mascot Miracles Foundation Inc


PO Box 434
West Jordan,UT84084 		None PC To serve Utah kids who struggle with a range of physical challenges, debilitating conditions, and life-threatening illnesses by creating experiences to bring smiles and joy to the kids and their families. 1,000
Noah's Animal House


9811 W Charleston Blvd 2-344
Las Vegas,NV89117 		None PC To provide a full-service boarding facility on the grounds of the largest women and children's shelter in Nevada. 1,000
Outreach Pawsabilities


6319 W 13400 S
Herriman,UT84096 		None PC To save lives and find loving homes for dogs in need. 1,000
Power in Pink Iron County


631 South 300 East
Cedar City,UT84720 		None PC To support breast cancer patients through treatment and beyond in Iron County, Utah. 1,000
Red Barn Academy Farms


1200 Red Barn Lane
Farmington,UT84025 		None PC To provide life-skills program for criminals, the homeless, and substance abusers who want to reinvent their lives free of charge. 1,000
RSQ Dogs


1838 W 1020 N Suite B
St George,UT84770 		None PC To better the lives of animals in Utah's rural communities. 1,000
Shriners Children's Hospital


1275 E Fairfax Rd
Salt Lake City,UT84103 		None PC To provide specialty pediatric care to children around the world, providing a comprehensive range of treatments and services that help improve the quality of Children's lives and allow them to reach their full potential. 2,000
United Way of Central and Southern


148 N 100 W
Provo,UT84601 		None PC To boost education, economic mobility, and health resources in central and southern Utah. 1,000
Utah Honor Flight


PO Box 849
Riverton,UT84065 		None PC To enable veterans to visit the war memorials built in their honor. 1,000
Watson Children's Shelter


4978 Buckhouse Ln
Missoula,MT59804 		None PC To provide safety, nurturing, and stability to children and families through quality services and trauma-informed care. 1,000
Wyatts Comfort Bundles


7787 Crestwood Circle
Eagle Mountain,UT84005 		None PC To provide comfort bundles which include a blanket, a pillowcase, a beanie or comfy socks and some sort of toy to children with cancer. 1,000
Church of Jesus Christ-Latter-day S


1450 N University Ave
Provo,UT84604 		None PC To provide aid to people around the world without regard to cultural or religious affiliation. 20,000
Davis Education Foundation


45 E State St
Farmington,UT84025 		None PC To remove barriers to learning, provide educational opportunities to every student, and create partnerships that connect the community through giving. 5,000
Rebekah Freeman


c/o ACU 1 W Firestorm Way
Glendale,AZ85306 		None I To provide an academic scholarship to attend Arizona Christian University. 2,500
Amaani Singh


c/o ASU PO Box 870412
Tempe,AZ85287 		None I To provide an academic scholarship to attend Arizona State University. 2,500
Coda Spier


c/o Auguste691 S Brdway St Ste B
Boulder,CO80305 		None I To provide an academic scholarship to attend Auguste Escoffier School of Culinary Arts. 2,500
Grace Holman


c/o Binghamton PO Box 6000
Binghamton,NY13902 		None I To provide an academic scholarship to attend Binghamton University. 2,500
Geonyoung Park


c/o BU 140 Commonwealth Ave
Chestnut Hill,MA02467 		None I To provide an academic scholarship to attend Boston University. 2,500
Caroline Pace


c/o BYU A41 ASB
Provo,UT84602 		None I To provide an academic scholarship to attend Brigham Young University. 2,500
Ellie Nielsen


c/o BYU A41 ASB
Provo,UT84603 		None I To provide an academic scholarship to attend Brigham Young University. 2,500
Halle Noakes


c/o BYU A41 ASB
Provo,UT84604 		None I To provide an academic scholarship to attend Brigham Young University. 2,500
Halle Taylor


c/o BYU A41 ASB
Provo,UT84604 		None I To provide an academic scholarship to attend Brigham Young University. 2,500
Isabel Reese


c/o BYU A41 ASB
Provo,UT84606 		None I To provide an academic scholarship to attend Brigham Young University. 2,500
Katelyn Gause


c/o BYU A41 ASB
Provo,UT84607 		None I To provide an academic scholarship to attend Brigham Young University. 2,500
Kylee Rieske


c/o BYU A41 ASB
Provo,UT84608 		None I To provide an academic scholarship to attend Brigham Young University. 2,500
Maren Nelson


c/o BYU A41 ASB
Provo,UT84609 		None I To provide an academic scholarship to attend Brigham Young University. 2,500
Matthew Larson


c/o BYU A41 ASB
Provo,UT84610 		None I To provide an academic scholarship to attend Brigham Young University. 2,500

Maya Bringhurst

c/o BYU A41 ASB
Provo,UT84611 		None I To provide an academic scholarship to attend Brigham Young University. 2,500
McKay Cumming


c/o BYU A41 ASB
Provo,UT84612 		None I To provide an academic scholarship to attend Brigham Young University. 2,500
Melia Funes


c/o BYU A41 ASB
Provo,UT84613 		None I To provide an academic scholarship to attend Brigham Young University. 2,500
Nadia Griffin


c/o BYU A41 ASB
Provo,UT84614 		None I To provide an academic scholarship to attend Brigham Young University. 2,500
Merina Harris


c/o BYU A41 ASB
Provo,UT84615 		None I To provide an academic scholarship to attend Brigham Young University. 2,500
Oaklie Arnell


c/o BYU A41 ASB
Provo,UT84616 		None I To provide an academic scholarship to attend Brigham Young University. 2,500
Rebekah Kinghorn


c/o BYU A41 ASB
Provo,UT84617 		None I To provide an academic scholarship to attend Brigham Young University. 2,500
Emma Woodall


c/o BYU 525 Center St
Rexburg,ID83460 		None I To provide an academic scholarship to attend Brigham Young University Idaho. 2,500
Anna Wenerstrom


c/o BYU 525 Center St
Rexburg,ID83460 		None I To provide an academic scholarship to attend Brigham Young University Idaho. 2,500
Ava Bromley


c/o BYU 525 Center St
Rexburg,ID83460 		None I To provide an academic scholarship to attend Brigham Young University Idaho. 2,500
Elizabeth Tarbet


c/o BYU 525 Center St
Rexburg,ID83460 		None I To provide an academic scholarship to attend Brigham Young University Idaho. 2,500
Havalah Mealey


c/o BYU 525 Center St
Rexburg,ID83460 		None I To provide an academic scholarship to attend Brigham Young University Idaho. 2,500
Lindsay Osborn


c/o BYU 525 Center St
Rexburg,ID83460 		None I To provide an academic scholarship to attend Brigham Young University Idaho. 2,500
Makayla Stettler


c/o BYU 525 Center St
Rexburg,ID83460 		None I To provide an academic scholarship to attend Brigham Young University Idaho. 2,500
McKailey Lopez


c/o BYU 525 Center St
Rexburg,ID83460 		None I To provide an academic scholarship to attend Brigham Young University Idaho. 2,500
Mercedes Wilkinson


c/o BYU 525 Center St
Rexburg,ID83460 		None I To provide an academic scholarship to attend Brigham Young University Idaho. 2,500
Peace Belfield


c/o CSI PO Box 1238
Twin Falls,ID83303 		None I To provide an academic scholarship to attend College of Southern Idaho. 2,500
Brooklyn Scholes


c/o CNCC 500 Kennedy Drive
Rangely,CO81648 		None I To provide an academic scholarship to attend Colorado Northwestern Community College. 2,500
Nathalia Dender


c/o Ensign 95 N 300 W
Salt Lake City,UT84101 		None I To provide an academic scholarship to attend BEnsign College. 2,500
Chloe Bunch


c/o Estrella 300 N Dysart Rd
Avondale,AZ85392 		None I To provide an academic scholarship to attend Estrella Mountain Community College. 2,500
Elijah Escobedo


c/o ISU 921 S 8th Ave Stop 8391
Pocatello,ID83209 		None I To provide an academic scholarship to attend Idaho State University. 2,500
Ember Disselkoen


c/o ISU 921 S 8th Ave Stop 8391
Pocatello,ID83209 		None I To provide an academic scholarship to attend Idaho State University. 2,500
Madeline Romberg


c/o ISU 921 S 8th Ave Stop 8391
Pocatello,ID83209 		None I To provide an academic scholarship to attend Idaho State University. 2,500
Malia Bradford


c/o MSU 21 Montana Hall
Bozeman,MT59717 		None I To provide an academic scholarship to attend BMontana State University. 2,500
Ryan Pilcher


c/o MSU 21 Montana Hall
Bozeman,MT59717 		None 1 To provide an academic scholarship to attend Montana State University. 2,500
Unica Velasquez


c/o NM State PO Box 300001
Las Cruces,NM88003 		None I To provide an academic scholarship to attend New Mexico State University. 2,500
Emily Dominguez


c/o NSU PO Box 4108
Flagstaff,AZ86011 		None I To provide an academic scholarship to attend Northern Arizona University. 2,500
Marley Spielberg


c/o Ottawa U 1001 S Cedar St
Ottawa,KS66067 		None I To provide an academic scholarship to attend Ottawa University. 2,500
Millie Bledsoe


c/o PLNU 3900 Lomaland Drive
San Diego,CA92106 		None I To provide an academic scholarship to attend Point Loma Nazarene University. 2,500
Gabriela Duran


c/o SLCC PO Box 30015
Salt Lake City,UT84130 		None I To provide an academic scholarship to attend Salt Lake Community College. 2,500
Adam Olson


c/o Snow College 150 College Ave
Ephraim,UT84627 		None I To provide an academic scholarship to attend Snow College. 2,500
Carter Hill


c/o Snow College 150 College Ave
Ephraim,UT84628 		None I To provide an academic scholarship to attend Snow College. 2,500
Elaine Jensen


c/o Snow College 150 College Ave
Ephraim,UT84629 		None I To provide an academic scholarship to attend Snow College. 2,500
Hannah Radford


c/o Snow College 150 College Ave
Ephraim,UT84630 		None I To provide an academic scholarship to attend Snow College. 2,500
Haven Lyman


c/o Snow College 150 College Ave
Ephraim,UT84631 		None I To provide an academic scholarship to attend Snow College. 2,500
Hope Shelley


c/o Snow College 150 College Ave
Ephraim,UT84632 		None I To provide an academic scholarship to attend Snow College. 2,500
Kambrey Marshall


c/o Snow College 150 College Ave
Ephraim,UT84633 		None I To provide an academic scholarship to attend Snow College. 2,500
Leah Hendry


c/o Snow College 150 College Ave
Ephraim,UT84634 		None I To provide an academic scholarship to attend Snow College. 2,500
Madisen Remund


c/o Snow College 150 College Ave
Ephraim,UT84635 		None I To provide an academic scholarship to attend Snow College. 2,500
Maria Rider


c/o Snow College 150 College Ave
Ephraim,UT84636 		None I To provide an academic scholarship to attend Snow College. 2,500
Porter Harris


c/o Snow College 150 College Ave
Ephraim,UT84637 		None I To provide an academic scholarship to attend Snow College. 2,500
Saige Remund


c/o Snow College 150 College Ave
Ephraim,UT84638 		None I To provide an academic scholarship to attend Snow College. 2,500
Tate Wayman


c/o Snow College 150 College Ave
Ephraim,UT84639 		None I To provide an academic scholarship to attend Snow College. 2,500
Vanessa Jimenez


c/o Snow College 150 College Ave
Ephraim,UT84640 		None I To provide an academic scholarship to attend Snow College. 2,500
Jaelin Worthen


c/o SUU 351 W University Blvd
Cedar City,UT84720 		None I To provide an academic scholarship to attend Southern Utah University. 2,500
Abbigail Harvey


c/o SUU 351 W University Blvd
Cedar City,UT84721 		None I To provide an academic scholarship to attend Southern Utah University. 2,500
Allison Clark


c/o SUU 351 W University Blvd
Cedar City,UT84722 		None I To provide an academic scholarship to attend Southern Utah University. 2,500
Andelin Barlow


c/o SUU 351 W University Blvd
Cedar City,UT84723 		None I To provide an academic scholarship to attend Southern Utah University. 2,500
Brylee Johnson


c/o SUU 351 W University Blvd
Cedar City,UT84724 		None I To provide an academic scholarship to attend Southern Utah University. 2,500
Chloe Townsend


c/o SUU 351 W University Blvd
Cedar City,UT84725 		None I To provide an academic scholarship to attend Southern Utah University. 2,500
Cooper Fautin


c/o SUU 351 W Univesity Blvd
Cedar City,UT84726 		None I To provide an academic scholarship to attend Southern Utah University. 2,500
Hayzen Taylor


c/o SUU 351 W University Blvd
Cedar City,UT84727 		None I To provide an academic scholarship to attend Southern Utah University. 2,500
Kate Stevens


c/o SUU 351 W University Blvd
Cedar City,UT84728 		None I To provide an academic scholarship to attend Southern Utah University. 2,500
Kathrynne Pullan


c/o SUU 351 W University Blvd
Cedar City,UT84729 		None I To provide an academic scholarship to attend Southern Utah University. 2,500
Maggie Wood


c/o SUU 351 W University Blvd
Cedar City,UT84730 		None I To provide an academic scholarship to attend Southern Utah University. 2,500
Sarah Chamberlain


c/o SUU 351 W University Blvd
Cedar City,UT84731 		None I To provide an academic scholarship to attend Southern Utah University. 2,500
Savanah Torgersen


c/o SUU 351 W University Blvd
Cedar City,UT84732 		None I To provide an academic scholarship to attend Southern Utah University. 2,500
Syarra Goldstein


c/o Syracuse 200 Bowne Hall
Syracuse,NY13244 		None I To provide an academic scholarship to attend Syracuse University. 2,500
Jaedyn Muhme


c/o UofA 1401 E University Blvd
Tuscon,AZ85721 		None I To provide an academic scholarship to attend University of Arizona. 2,500
Marlee Hebbring


c/o UofA 1401 E University Blvd
Tuscon,AZ85721 		None I To provide an academic scholarship to attend University of Arizona. 2,500
Zachary Muller


c/o UofK 1502 Iowa St
Lawrence,KS66045 		None I To provide an academic scholarship to attend University of Kansas. 2,500
Travis Terry


c/o UofN Mailstop 0076
Reno,NV89557 		None I To provide an academic scholarship to attend University of Nevada, Reno. 2,500
Suryatej Vakkalanka


c/o UofT 800 W Campbell Rd
Richardson,TX75080 		None I To provide an academic scholarship to attend University of Texas at Dallas. 2,500
Addison Beckstrand


c/o UofU 201 S 1460 E
Salt Lake City,UT84112 		None I To provide an academic scholarship to attend University of Utah. 2,500
Arielle Hebison


c/o UofU 201 S 1460 E
Salt Lake City,UT84112 		None I To provide an academic scholarship to attend University of Utah. 2,500
Baylee Robinson


c/o UofU 201 S 1460 E
Salt Lake City,UT84112 		None I To provide an academic scholarship to attend University of Utah. 2,500
Bronson Rosenlund


c/o UofU 201 S 1460 E
Salt Lake City,UT84112 		None I To provide an academic scholarship to attend University of Utah. 2,500
Cameryn Coffey


c/o UofU 201 S 1460 E
Salt Lake City,UT84112 		None I To provide an academic scholarship to attend University of Utah. 2,500
Danica Shaffer


c/o UofU 201 S 1460 E
Salt Lake City,UT84112 		None I To provide an academic scholarship to attend University of Utah. 2,500
Eliza Griffiths


c/o UofU 201 S 1460 E
Salt Lake City,UT84112 		None I To provide an academic scholarship to attend University of Utah. 2,500
Elsie Call


c/o UofU 201 S 1460 E
Salt Lake City,UT84112 		None I To provide an academic scholarship to attend University of Utah. 2,500
Esteban Ramirez


c/o UofU 201 S 1460 E
Salt Lake City,UT84112 		None I To provide an academic scholarship to attend University of Utah. 2,500
Jarely Cruz


c/o UofU 201 S 1460 E
Salt Lake City,UT84112 		None I To provide an academic scholarship to attend University of Utah. 2,500
Laurely Cruz


c/o UofU 201 S 1460 E
Salt Lake City,UT84112 		None I To provide an academic scholarship to attend University of Utah. 2,500
Madelynne Alton


c/o UofU 201 S 1460 E
Salt Lake City,UT84112 		None I To provide an academic scholarship to attend University of Utah. 2,500
Mahika Acharya


c/o UofU 201 S 1460 E
Salt Lake City,UT84112 		None I To provide an academic scholarship to attend University of Utah. 2,500
Malena Bassi


c/o UofU 201 S 1460 E
Salt Lake City,UT84112 		None I To provide an academic scholarship to attend University of Utah. 2,500
Melodee Waddoups


c/o UofU 201 S 250 E
Salt Lake City,UT84112 		None I To provide an academic scholarship to attend University of Utah. 2,500
Savannah Hadley


c/o UofU 201 S 1460 E
Salt Lake City,UT84112 		None I To provide an academic scholarship to attend University of Utah. 2,500
Tanya Yu


c/o UofU 201 S 1460 E
Salt Lake City,UT84112 		None I To provide an academic scholarship to attend University of Utah. 2,500
Aaron Osmond


c/o USU PO Box 35146
Seattle,WA98124 		None I To provide an academic scholarship to attend Utah State University. 2,500
Adri Baker


c/o USU PO Box 35146
Seattle,WA98124 		None I To provide an academic scholarship to attend Utah State University. 2,500
Hazel Harris


c/o USU PO Box 35146
Seattle,WA98124 		None I To provide an academic scholarship to attend Utah State University. 2,500
Heather Page


c/o USU PO Box 35146
Seattle,WA98124 		None I To provide an academic scholarship to attend Utah State University. 2,500
Htoo Poe Sar


c/o USU PO Box 35146
Seattle,WA98124 		None I To provide an academic scholarship to attend Utah State University. 2,500
Jane Godfrey


c/o USU PO Box 35146
Seattle,WA98124 		None I To provide an academic scholarship to attend Utah State University. 2,500
Johanna Gonzalez Castaneda


c/o USU PO Box 35146
Seattle,WA98124 		None I To provide an academic scholarship to attend Utah State University. 2,500
Larson Rupp


c/o USU PO Box 35146
Seattle,WA98124 		None I To provide an academic scholarship to attend Utah State University. 2,500
Libby Black


c/o USU PO Box 35146
Seattle,WA98124 		None I To provide an academic scholarship to attend Utah State University. 2,500
Martha Gallo


c/o USU PO Box 35146
Seattle,WA98124 		None I To provide an academic scholarship to attend Utah State University. 2,500
McKinely Finlinson


c/o USU PO Box 35146
Seattle,WA98124 		None I To provide an academic scholarship to attend Utah State University. 2,500
Myanna Vasquez


c/o USU PO Box 35146
Seattle,WA98124 		None I To provide an academic scholarship to attend Utah State University. 2,500
Norah Perry


c/o USU PO Box 35146
Seattle,WA98124 		None I To provide an academic scholarship to attend Utah State University. 2,500
Drew Sedgwick


c/o UTU 225 S University Ave
St George,UT84470 		None I To provide an academic scholarship to attend Utah Tech University. 2,500
Lindsey Snow


c/o UTU 225 S University Ave
St George,UT84771 		None I To provide an academic scholarship to attend Utah Tech University. 2,500
Rachel Whyte


c/o UTU 225 S University Ave
St George,UT84772 		None I To provide an academic scholarship to attend Utah Tech University. 2,500
Tyra Ludvigson


c/o UTU 225 S University Ave
St George,UT84772 		None I To provide an academic scholarship to attend Utah Tech University. 2,500
Alexa Kunze


c/o UVU 800 W University Pkwy
Orem,UT84058 		None I To provide an academic scholarship to attend Utah Valley University. 2,500
Angela Clugg


c/o UVU 800 W University Pkwy
Orem,UT84059 		None I To provide an academic scholarship to attend Utah Valley University. 2,500
Cayden Bowers


c/o UVU 800 W University Pkwy
Orem,UT84060 		None I To provide an academic scholarship to attend Utah Valley University. 2,500
Dylann Davis


c/o UVU 800 W University Pkwy
Orem,UT84061 		None I To provide an academic scholarship to attend Utah Valley University. 2,500
Kambree Theener


c/o UVU 800 W University Pkwy
Orem,UT84062 		None I To provide an academic scholarship to attend Utah Valley University. 2,500
Sophia Swindle


c/o UVU 800 W University Pkwy
Orem,UT84063 		None I To provide an academic scholarship to attend Utah Valley University. 2,500
Evan Mappin


c/o WSU 3885 W Campus Dr
Ogden,UT84408 		None I To provide an academic scholarship to attend Weber State University. 2,500
Margaret Perkins


c/o WSU 3885 W Campus Dr
Ogden,UT84409 		None I To provide an academic scholarship to attend Weber State University. 2,500
Sydnee Hall


c/o WSU 3885 W Campus Dr
Ogden,UT84410 		None I To provide an academic scholarship to attend Weber State University. 2,500
Total .................................right arrow 3a 1,818,721
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
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 ........... 		    14 158,286  
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 ............ 		         
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   158,286  
13Total. Add line 12, columns (b), (d), and (e)..................
13
158,286
(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 (2023)
Form 990-PF (2023)
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 (2023)
Additional Data


Software ID: 23017517
Software Version: 2023v5.1


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
2023
Name of the organization
Mountain America Foundation
 
Employer identification number

84-3574217
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) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
Mountain America Foundation
  		Employer identification number
84-3574217
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
Member Impact Fund-FHLB Des Moines
909 Locust Street
 
Des Moines, IA50309

$ 489,876


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
Mountain America Credit Union
 
PO Box 2331
 
Sandy, UT84091

$ 41,890


(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) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
Mountain America Foundation
  		Employer identification number

84-3574217
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
2
 Payment of software expense, legal and accounting fees, and taxes on behalf of the Foundation. Purch $ 41,890 2023-01-01
(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) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
Mountain America Foundation
  		Employer identification number

84-3574217
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) (2023)
Additional Data


Software ID: 23017517
Software Version: 2023v5.1

TY 2023 ExplnOfNonFilingWithAGStmt
Name:
Mountain America Foundation
EIN:
84-3574217
Software ID:
23017517
Software Version:
2023v5.1
Statement:
The Attorney General of the State of Utah does not require the Form 990-PF to be filed with the Office of the Attorney General, However, Mountain America Foundation is properly registered with the State of Utah as required by Utah State Law.

TY 2023 LegalFeesSchedule
Name:
Mountain America Foundation
EIN:
84-3574217
Software ID:
23017517
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Holland & Hart LLP - Advice 1,502 1,502 0 0
Holland & Hart LLP - Fees 723 0 123 600
Holland & Hart LLP - Form 1023 10,968 0 0 10,968
Holland & Hart LLP - Form 990-PF (3 Yrs) 6,407 0 6,407 0


TY 2023 OtherExpensesSchedule
Name:
Mountain America Foundation
EIN:
84-3574217
Software ID:
23017517
Software Version:
2023v5.1
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Marketing Expenses 6,384     6,384
Software License Fee 15,897 7,948 7,948  


TY 2023 SubstantialContributorsSch
Name:
Mountain America Foundation
EIN:
84-3574217
Software ID:
23017517
Software Version:
2023v5.1
Name Address
Member Impact Fund-FHLB Des Moines 909 Locust Street
Des Moines,IA50309


TY 2023 TaxesSchedule
Name:
Mountain America Foundation
EIN:
84-3574217
Software ID:
23017517
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Form 990-PF 2022 Taxes 9