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
SORENSON LEGACY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)6900 SOUTH 900 EAST 230
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MIDVALE, UT84047
A Employer identification number

45-3240491
B Telephone number (see instructions)

(801) 461-9700
C 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$457,366,003J Accounting method:
MODIFIED CASH BASI
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 10,221,132 10,675,422  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,065,653
b Gross sales price for all assets on line 6a 12,249,571
7 Capital gain net income (from Part IV, line 2)... 1,976,497
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
898,130 623,586  
12 Total. Add lines 1 through 11........ 12,184,915 13,275,505  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 609,000 256,500   352,500
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
87,705 0   76,972
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
17,000 0   17,000
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
1,684,529 1,127,615   551,236
17 Interest...............   37,530    
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
157,348 9,695   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications.......... 3,873 0   3,873
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
58,760 596,146   56,739
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,618,215 2,027,486   1,058,320
25 Contributions, gifts, grants paid....... 29,520,547 26,898,553
26 Total expenses and disbursements. Add lines 24 and 25 32,138,762 2,027,486   27,956,873
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -19,953,847
b Net investment income (if negative, enter -0-) 11,248,019
c Adjusted net income (if negative, enter -0-)...  
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............. 116,986 35,367 35,367
2 Savings and temporary cash investments......... 10,519,967 11,418,258 11,418,258
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 arrow15,483,370
Less: allowance for doubtful accounts right arrow0 19,500,469 15,483,370 15,483,370
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 26,550 24,679 24,679
10a Investments—U.S. and state government obligations (attach schedule) 59,008,041 Click to see attachment
List of Attached Documents:
// Content
38,606,880 		38,606,880
b Investments—corporate stock (attach schedule)....... 260,611,041 Click to see attachment
List of Attached Documents:
// Content
292,241,016 		292,241,016
c Investments—corporate bonds (attach schedule)....... 31,611,098 Click to see attachment
List of Attached Documents:
// Content
39,323,243 		39,323,243
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).......... 60,233,190 Click to see attachment
List of Attached Documents:
// Content
60,233,190 		60,233,190
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) 441,627,342 457,366,003 457,366,003
Liabilities 17 Accounts payable and accrued expenses.......... 349,071 312,132
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)......... 349,071 312,132
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...........    
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 448,803,747 484,533,194
28 Retained earnings, accumulated income, endowment, or other funds -7,525,476 -27,479,323
29 Total net assets or fund balances (see instructions)..... 441,278,271 457,053,871
30 Total liabilities and net assets/fund balances (see instructions). 441,627,342 457,366,003
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
441,278,271
2
Enter amount from Part I, line 27a .....................
2
-19,953,847
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
35,729,447
4
Add lines 1, 2, and 3 ..........................
4
457,053,871
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
457,053,871
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.)
1 a SOUTH BENCH P 2022-01-01 2023-12-31
b BLACKSTONE ALT SOLUTION P 2022-01-01 2023-12-31
c LS REAL ESTATE IV P 2022-01-01 2023-12-31
d EQ-G GLOBAL ISHARE P 2022-01-01 2023-12-31
e FL-CR BRECKINRIDGE GOVT/CRED69 P 2022-01-01 2023-12-31
FL-CR BRECKINRIDGE GOVT/CRED70 P 2022-01-01 2023-12-31
FL-INF VANGUARD INFL PROTECTED P 2022-01-01 2023-12-31
FL-GOV US TREASURY STRATEGY 1 P 2022-01-01 2023-12-31
FL-GOV US TREASURY STRATEGY 2 P 2022-01-01 2023-12-31
EQ-US EQUITY SECURITIES P 2022-01-01 2023-12-31
EQ-UM ATLANTA CAP SMID CORE P 2022-01-01 2023-12-31
EQ-UL VANGUARD SP500 ETF P 2022-01-01 2023-12-31
EQ-UL LONDON CO DIVIDENDFOCUS P 2022-01-01 2023-12-31
EQ-UL EAGLE LARGE CAP VALUE P 2022-01-01 2023-12-31
FI-CR VANGUARD ULTRAST BOND P 2022-01-01 2023-12-31
RA-CM PIMCO COMM REALRETURN P 2022-01-01 2023-12-31
EQ-UL LOOMIS SAYLES LC GROWTH P 2022-01-01 2023-12-31
EQ-MC PACIFIC RIDGE CAPITAL P 2022-01-01 2023-12-31
EQ-UL VANGUARD LARGE CAP VALUE ETF P 2022-01-01 2023-12-31
EQ-ID VANGURAD INTL DEV MKT P 2022-01-01 2023-12-31
EQ-IL INVESCO EQL WGT S&P 500 P 2022-01-01 2023-12-31
GMO DISLOCATION P 2022-01-01 2023-12-31
GRAHAM QUANT MACRO P 2022-01-01 2023-12-31
SEPIO HEDGED EQUITY P 2022-01-01 2023-12-31
VALIANT PHARMACEUTICALS SETTLEMENT P 2022-01-01 2023-12-31
ROUNDING P 2022-01-01 2023-12-31
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 871,645     871,645
b 39,059     39,059
c 140     140
d     485,316 -485,316
e     70,991 -70,991
    249,153 -249,153
    1,011,846 -1,011,846
79,229     79,229
    11,990 -11,990
420,779     420,779
730,337     730,337
2,763,351     2,763,351
100,017     100,017
3,354,929     3,354,929
    82,692 -82,692
    5,581,442 -5,581,442
2,336,707     2,336,707
    336,554 -336,554
496,526     496,526
    128 -128
    1,279 -1,279
994,606     994,606
    46,687 -46,687
    2,394,993 -2,394,993
62,246     62,246
    3 -3
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       871,645
b       39,059
c       140
d       -485,316
e       -70,991
      -249,153
      -1,011,846
      79,229
      -11,990
      420,779
      730,337
      2,763,351
      100,017
      3,354,929
      -82,692
      -5,581,442
      2,336,707
      -336,554
      496,526
      -128
      -1,279
      994,606
      -46,687
      -2,394,993
      62,246
      -3
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 1,976,497
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) 1 156,347
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........................... 3 156,347
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- ..... 5 156,347
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 106,777
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 85,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 191,777
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
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 35,430
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow35,430 Refundedright arrow 11 0
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$ 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 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. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
Yes
 
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructionsClick to see attachment
List of Attached Documents:
// Content
.................
12
Yes
 
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowSORENSONLEGACYFOUNDATION.ORG
14
The books are in care ofright arrowTREASURER Telephone no.right arrow (801) 461-9700

Located atright arrow6900 S 900 E 230MIDVALEUT ZIP+4right arrow84047
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)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
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
Yes
 
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
 
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 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)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
Yes
 
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
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
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
ANN CROCKER DIRECTOR
4.00 		68,500 0 0
6900 S 900 E 230
MIDVALE,UT84047
GARY CROCKER DIRECTOR
4.00 		72,500 0 0
6900 S 900 E 230
MIDVALE,UT84047
CHRISTINE HARRIS DIRECTOR
3.00 		68,500 0 0
6900 S 900 E 230
MIDVALE,UT84047
DALE HARRIS DIRECTOR
5.00 		92,500 0 0
6900 S 900 E 230
MIDVALE,UT84047
SHAUNA JOHNSON DIRECTOR
5.00 		82,000 0 0
6900 S 900 E 230
MIDVALE,UT84047
RALPH JOHNSON DIRECTOR
6.00 		89,500 0 0
6900 S 900 E 230
MIDVALE,UT84047
THOM WILLIAMSEN DIRECTOR
3.00 		70,000 0 0
6900 S 900 E 230
MIDVALE,UT84047
GAIL WILLIAMSEN DIRECTOR
3.00 		65,500 0 0
6900 S 900 E 230
MIDVALE,UT84047
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
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
SEPIO CAPITAL LLC CONSULTING 662,918
50 CALIFORNIA STREET SUITE 3525
SAN FRANCISCO,CA94111
SDI RESIDUAL ASSETS LLC CONSULTING 408,063
6900 S 900 E 230
MIDVALE,UT84047
PACIFIC RIDGE CAPITAL CONSULTING 204,571
4900 MEADOWS RD 320
LAKE OSWEGO,OR97035
EAGLE CAPITAL MANAGEMENT LLC CONSULTING 133,004
499 PARK AVENUE 17TH FLOOR
NEW YORK,NY10022
ATLANTA CAPITAL MANAGEMENT COMPANY LLC CONSULTING 65,414
1075 PEACHTREE STREET NE STE 2100
ATLANTA,GA30309
Total number of others receiving over $50,000 for professional services.............right arrow1
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 (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
356,004,213
b
Average of monthly cash balances.......................
1b
11,795,603
c
Fair market value of all other assets (see instructions)................
1c
109,163,267
d
Total (add lines 1a, b, and c).........................
1d
476,963,083
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
476,963,083
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
7,154,446
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
469,808,637
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
23,490,432
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
23,490,432
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
156,347
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
156,347
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
23,334,085
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
23,334,085
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
23,334,085
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
27,956,873
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
27,956,873
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 23,334,085
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 4,022,026
b From 2019...... 6,711,240
c From 2020...... 1,571,742
d From 2021......  
e From 2022...... 2,770,335
f Total of lines 3a through e ........ 15,075,343
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 27,956,873
a Applied to 2022, 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 2023 distributable amount..... 23,334,085
e Remaining amount distributed out of corpus 4,622,788
5 Excess distributions carryover applied to 2023. 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 19,698,131
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
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) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		4,022,026
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		15,676,105
10 Analysis of line 9:
a Excess from 2019.... 6,711,240
b Excess from 2020.... 1,571,742
c Excess from 2021....  
d Excess from 2022.... 2,770,335
e Excess from 2023.... 4,622,788
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 e-mail address of the person to whom applications should be addressed:
SORENSON LEGACY FOUNDATION
6900 S 900 E SUITE 230
MIDVALE,UT84047
(801) 461-9700
bThe form in which applications should be submitted and information and materials they should include:
APPLICANTS MAY APPLY ONLINE OR REQUEST A COPY OF THE GRANT APPLICATION IN PERSON. ALL APPLICATIONS ARE REVIEWED AND SCREENED BY THE FOUNDATION'S ADMINISTRATIVE MANAGER TO ENSURE THAT THE APPLICATION IS APPROPRIATE AND CONSISTENT WITH THE FOUNDATION'S CHARTER AND THAT THE APPLICANT IS APPROVED AND IN GOOD STANDING ACCORDING TO IRC 501(C)(3) REQUIREMENTS. AFTER THIS EVALUATION, CHARITABLE CONTRIBUTIONS AND GRANT APPLICATIONS MAY BE APPROVED BY A MAJORITY VOTE OF A QUORUM OF THE BOARD OF DIRECTORS. GRANT APPLICATIONS ARE REVIEWED BY THE BOARD OF DIRECTORS ON A QUARTERLY BASIS.
cAny submission deadlines:
FIRST DAY OF THE MONTH PRIOR TO THE CALENDAR QUARTER.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
APPLICATIONS MUST COMPLY WITH THE FOUNDATION'S POLICIES AND PROCEDURES.
Form 990-PF (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

ABILITY FOUNDATION

5236 GREENPINE DRIVE
SALT LAKE CITY,UT84123 		NONE PC GENERAL CHARITABLE PURPOSES 15,000

ABOUT LOVE AND LANGUAGE

1211 N 220 E
PLEASANT GROVE,UT84062 		NONE PC GENERAL CHARITABLE PURPOSES 6,000

ALIGHT

1312 17TH STREET SUITE 732
DENVER,CO80202 		NONE PC GENERAL CHARITABLE PURPOSES 20,000

ALLIANCE HOUSE

1724 S MAIN ST
SALT LAKE CITY,UT84115 		NONE PC GENERAL CHARITABLE PURPOSES 20,000

AMERICAN CANCER SOCIETY

941 E 3300 S
SALT LAKE CITY,UT84106 		NONE PC GENERAL CHARITABLE PURPOSES 15,000

AMERICAN CORNERSTONE INSTITUTE

323 PENNSYLVANIA AVE SE
WASHINGTON,DC20003 		NONE PC GENERAL CHARITABLE PURPOSES 15,000

AMERICAN DIABETES ASSOCIATION

PO BOX 7023
MERRIFIELD,VA22116 		NONE PC GENERAL CHARITABLE PURPOSES 5,000

AMERICAN HEART ASSOCIATION

465 S 400 E 110
SALT LAKE CITY,UT84111 		NONE PC GENERAL CHARITABLE PURPOSES 20,000

AMERICAN HERITAGE SCHOOLS INC

736 NORTH 1100 EAST
AMERICAN FORK,UT84003 		NONE PC GENERAL CHARITABLE PURPOSES 1,500,000

AMERICAN NATIONAL RED CROSS

555 E 300 S SUITE 200
SALT LAKE CITY,UT84102 		NONE PC GENERAL CHARITABLE PURPOSES 45,000

AMERICAN PRINTING HOUSE FOR THE BLIND INC

1839 FRANKFORT AVENUE
LOUISVILLE,KY40206 		NONE PC GENERAL CHARITABLE PURPOSES 20,000

AMERICA'S FREEDOM FOUNDATION

4626 N 300 W SUITE 300
PROVO,UT84604 		NONE PC GENERAL CHARITABLE PURPOSES 25,000

ANASAZI FOUNDATION INC

1424 S STAPLEY DRIVE
MESA,AZ85204 		NONE PC GENERAL CHARITABLE PURPOSES 250,000

APPLIED TECHNOLOGY FOUNDATION

508 E SOUTH TEMPLE A45
SALT LAKE CITY,UT84102 		NONE PC GENERAL CHARITABLE PURPOSES 15,000

ARTISTIC RESOURCES TEACHERS AND STUDENTS

12884 SO FRONTRUNNER BLVD 140
DRAPER,UT84020 		NONE PC GENERAL CHARITABLE PURPOSES 10,000

ASSISTANCE LEAGUE OF SALT LAKE

PO BOX 9353
SALT LAKE CITY,UT84109 		NONE PC GENERAL CHARITABLE PURPOSES 25,000

BAD DOG ARTS

824 S 400 W SUITE B129
SALT LAKE CITY,UT84101 		NONE PC GENERAL CHARITABLE PURPOSES 5,000

BE THE HERO

138 E 12300 S UNIT 876
DRAPER,UT84020 		NONE PC GENERAL CHARITABLE PURPOSES 10,000

BECKET FUND

1200 NEW HAMPSHIRE AVE NW
WASHINGTON,DC20036 		NONE PC GENERAL CHARITABLE PURPOSES 50,000

BEST SEAT IN THE HOUSE

1570 EAST 8600 SOUTH
SANDY,UT84093 		NONE PC GENERAL CHARITABLE PURPOSES 5,000

BIG BROTHERS - BIG SISTERS OF UTAH

151 EAST 5600 SOUTH STE 200
MURRAY,UT84107 		NONE PC GENERAL CHARITABLE PURPOSES 15,000

BIKE UTAH (UTAH BICYCLE COALITION INC)

960 SOUTH MAIN
SALT LAKE CITY,UT84101 		NONE PC GENERAL CHARITABLE PURPOSES 5,000

BILL OF RIGHTS INSTITUTE

1310 N COURTHOUSE RD 620
ARLINGTON,VA22201 		NONE PC GENERAL CHARITABLE PURPOSES 200,000

BOUNTIFUL CHILDRENS FOUNDATION (LIAHONA)

305 E 1230 N
SPRINGVILLE,UT84663 		NONE PC GENERAL CHARITABLE PURPOSES 35,000

BOX ELDER COMMUNITY PANTRY

PO BOX 22
BRIGHAM CITY,UT84302 		NONE PC GENERAL CHARITABLE PURPOSES 40,000

BRENT AND CHERI ANDRUS CHARITABLE TRUST

15 SANDSTONE COVE
PARK CITY,UT84060 		NONE PF GENERAL CHARITABLE PURPOSES 65,000

BUILDING YOUTH AROUND THE WORLD

198 E 4500 S
MURRAY,UT84107 		NONE PC GENERAL CHARITABLE PURPOSES 10,000

BYU - CENTER FOR LAW AND RELIGION STUDIES

B-72
PROVO,UT84604 		NONE PC GENERAL CHARITABLE PURPOSES 50,000

BYU - INTERNATIONAL CENTER FOR LAW

B-72
PROVO,UT84604 		NONE PC GENERAL CHARITABLE PURPOSES 25,000

BYU - KENNEDY CENTER FOR INTERNATIONAL

B-72
PROVO,UT84604 		NONE PC GENERAL CHARITABLE PURPOSES 20,000

CACHE COMMUNITY FOOD PANTRY INC

359 S MAIN STREET
LOGAN,UT84321 		NONE PC GENERAL CHARITABLE PURPOSES 10,000

CACHE VALLEY COWBOY RENDEZVOUS

60 W CANYON ROAD
PARADISE,UT84328 		NONE PC GENERAL CHARITABLE PURPOSES 16,000

CANCER RESEARCH AMERICA

5515 SECURITY LANE SUITE 1105
ROCKVILLE,MD20852 		NONE PC GENERAL CHARITABLE PURPOSES 800,000

CANCER WELLNESS HOUSE INC

59 S 1100 E
SALT LAKE CITY,UT84102 		NONE PC GENERAL CHARITABLE PURPOSES 5,000

CANYONS SCHOOL DIST EDUCATION FOUNDATION

7350 SOUTH 900 EAST
MIDVALE,UT84047 		NONE PC GENERAL CHARITABLE PURPOSES 5,000

CAPITAL RESEARCH CENTER

1513 16TH ST NW
WASHINGTON,DC20036 		NONE PC GENERAL CHARITABLE PURPOSES 125,000

CAPSA

308 W 1000 N
LOGAN,UT84321 		NONE PC GENERAL CHARITABLE PURPOSES 75,000

CEDAR CITY MUSIC ARTS FOUNDATION

105 N 100 E
CEDAR CITY,UT84720 		NONE PC GENERAL CHARITABLE PURPOSES 2,725

CENTER FOR WOMEN AND CHILDREN IN CRISIS

1433 EAST 840 NORTH
OREM,UT84097 		NONE PC GENERAL CHARITABLE PURPOSES 100,000

CENTRO HISPANO

650 W 100 N
PROVO,UT84601 		NONE PC GENERAL CHARITABLE PURPOSES 20,000

CHABAD LUBAVITCH OF UTAH

1760 S 1100 E
SALT LAKE CITY,UT84105 		NONE PC GENERAL CHARITABLE PURPOSES 50,000

CHILDREN'S CENTER

350 S 400 E
SALT LAKE CITY,UT84111 		NONE PC GENERAL CHARITABLE PURPOSES 40,000

CHILDREN'S SERVICE SOCIETY OF UTAH

124 S 400 E 400
SALT LAKE CITY,UT84111 		NONE PC GENERAL CHARITABLE PURPOSES 90,000

CHILDRENS THEATRE AND SCHOOL OF ARTS

3605 S STATE ST
SOUTH SALT LAKE,UT84115 		NONE PC GENERAL CHARITABLE PURPOSES 7,500

CHRISTIAN CENTER OF PARK CITY

1283 DEER VALLEY DRIVE
PARK CITY,UT84060 		NONE PC GENERAL CHARITABLE PURPOSES 35,000

CHRISTMAS BOX INTERNATIONAL

3660 S WEST TEMPLE
SALT LAKE CITY,UT84115 		NONE PC GENERAL CHARITABLE PURPOSES 30,000

COMMON GROUND OUTDOOR ADVENTURES INC

335 N 100 E
LOGAN,UT84321 		NONE PC GENERAL CHARITABLE PURPOSES 20,000

COMMUNITY ACTION SERVICES AND FOOD BANK

815 S FREEDOM BLVD SUITE 100
PROVO,UT84601 		NONE PC GENERAL CHARITABLE PURPOSES 50,000

COMMUNITY DEVELOPMENT CORPORATION

501 E 1700 S
SALT LAKE CITY,UT84105 		NONE PC GENERAL CHARITABLE PURPOSES 50,000

COMMUNITY FIRST

305 E 200 N
DELTA,UT84624 		NONE PC GENERAL CHARITABLE PURPOSES 20,000

COMMUNITY HEALTH CONNECT

591 S STATE ST
PROVO,UT84606 		NONE PC GENERAL CHARITABLE PURPOSES 20,000

COMMUNITY NURSING SERVICES

2830 S REDWOOD ROAD
WEST VALLEY CITY,UT84119 		NONE PC GENERAL CHARITABLE PURPOSES 30,000

CONSERVATIVE PARTNERSHIP INSTITUTE INC

611 PENNSYLVANIA AVE SE 407
WASHINGTON,DC20007 		NONE PC GENERAL CHARITABLE PURPOSES 100,000

CONSTITUTING AMERICA INC

9382 MOUNT VERNON CIRCLE
ALEXANDRIA,VA22309 		NONE PC GENERAL CHARITABLE PURPOSES 25,000

CONTINUE MISSION

1002 WEST 900 SOUTH
WOODS CROSS,UT84087 		NONE PC GENERAL CHARITABLE PURPOSES 672

CRAFT LAKE CITY

351 PIERPONT AVE 4B
SALT LAKE CITY,UT84101 		NONE PC GENERAL CHARITABLE PURPOSES 12,000

CROCKER CATALYST FOUNDATION

2825 E COTTONWOOD PKY
SALT LAKE CITY,UT84121 		NONE PF GENERAL CHARITABLE PURPOSES 5,000,000

CROSSROADS URBAN CENTER

347 S 400 E
SALT LAKE CITY,UT84111 		NONE PC GENERAL CHARITABLE PURPOSES 20,000

CUMORAH ACADEMY

2105 N TUSCANY WAY
PLEASANT GROVE,UT84602 		NONE PC GENERAL CHARITABLE PURPOSES 10,000

DAVIS COUNTY SYMPHONY ORCHESTRA

3830 WEST 5850 SOUTH
ROY,UT84067 		NONE PC GENERAL CHARITABLE PURPOSES 1,200

DESERET TRUST COMPANY

60 EAST SOUTH TEMPLE SUITE 800
SALT LAKE CITY,UT84111 		NONE PC GENERAL CHARITABLE PURPOSES 4,500,000

DISCOVERY GATEWAY CHILDREN'S MUSEUM

444 W 100 S
SALT LAKE CITY,UT84101 		NONE PC GENERAL CHARITABLE PURPOSES 20,000

DISRUPT UTAH INC

12732 SOUTH 1630 WEST
RIVERTON,UT84065 		NONE PC GENERAL CHARITABLE PURPOSES 25,000

DO NO HARM

11357 NUCKOLS RD PMB 115
GLEN ALLEN,VA23059 		NONE PC GENERAL CHARITABLE PURPOSES 100,000

DOCTORS VOLUNTEER CLINIC OF ST GEORGE

1036 E RIVERSIDE DR
ST GEORGE,UT84790 		NONE PC GENERAL CHARITABLE PURPOSES 20,000

DREAM INSTITUTE INC

980 WEST FIELD AVE 843010
HILDALE,UT84784 		NONE PC GENERAL CHARITABLE PURPOSES 12,500

DYSLEXIA CENTER OF UTAH

48 N 1100 E SUITE C
AMERICAN FORK,UT84003 		NONE PC GENERAL CHARITABLE PURPOSES 50,000

EATS PARK CITY

PO BOX 682896
PARK CITY,UT84067 		NONE PC GENERAL CHARITABLE PURPOSES 15,000

ECCLES COMMUNITY ART CENTER

2580 JEFFERSON AVE
OGDEN,UT84401 		NONE PC GENERAL CHARITABLE PURPOSES 5,000

ELIZABETH ACADEMY

1916 LAKEWOOD DRIVE
SALT LAKE CITY,UT84117 		NONE PC GENERAL CHARITABLE PURPOSES 2,105,176

EMPOWER MALI

10412 N OAK CIRCLE
HIGHLAND,UT84003 		NONE PC GENERAL CHARITABLE PURPOSES 30,000

ENGLISH LANGUAGE CENTER OF CACHE VALLEY

1544 N 200 W
LOGAN,UT84341 		NONE PC GENERAL CHARITABLE PURPOSES 25,000

ENGLISH SKILLS LEARNING CENTER

4444 S 700 E SUITE 100
SALT LAKE CITY,UT84107 		NONE PC GENERAL CHARITABLE PURPOSES 42,000

EXCELLENCE IN COMMUNITY CONCERT SERIES

10073 STONE WALL COURT
SANDY,UT84092 		NONE PC GENERAL CHARITABLE PURPOSES 15,000

FAMILY PROMISE OF OGDEN

127 24TH STREET 2
OGDEN,UT84401 		NONE PC GENERAL CHARITABLE PURPOSES 10,000

FAMILY PROMISE OF SALT LAKE CITY

814 WEST 800 SOUTH
SALT LAKE CITY,UT84104 		NONE PC GENERAL CHARITABLE PURPOSES 20,000

FAMILY SUMMIT FOUNDATION (GREIVING CHILD)

1716 E 5600 S
SOUTH OGDEN,UT84403 		NONE PC GENERAL CHARITABLE PURPOSES 10,000

FAMILY SUPPORT CENTER

1760 WEST 4805 SOUTH
TAYLORSVILLE,UT84129 		NONE PC GENERAL CHARITABLE PURPOSES 70,000

FAMILY SUPPORT CENTER OF SW UTAH

102 N 200 E
CEDAR CITY,UT84720 		NONE PC GENERAL CHARITABLE PURPOSES 35,000

FAMILY SUPPORT CENTER OF WASHINGTON COUNTY

310 W 200 N
ST GEORGE,UT84770 		NONE PC GENERAL CHARITABLE PURPOSES 8,000

FATHERS AND FAMILIES COALITION OF UTAH

4424 S 700 E STE 180
SALT LAKE CITY,UT84107 		NONE PC GENERAL CHARITABLE PURPOSES 10,000

FIGHT THE NEW DRUG INC

1680 S MAIN STREET
SALT LAKE CITY,UT84103 		NONE PC GENERAL CHARITABLE PURPOSES 50,000

FILLMORE COMMUNITY ART CENTER

45 WEST CENTER
FILLMORE,UT84631 		NONE PC GENERAL CHARITABLE PURPOSES 32,646

FIRST STEP HOUSE INC

440 S 550 E
SALT LAKE CITY,UT84102 		NONE PC GENERAL CHARITABLE PURPOSES 57,500

FIT TO RECOVER INC

789 W 1390 S
SALT LAKE CITY,UT84104 		NONE PC GENERAL CHARITABLE PURPOSES 70,000

FOR THE KIDS ORG

230 SOUTH 500 WEST SUITE 260
SALT LAKE CITY,UT84101 		NONE PC GENERAL CHARITABLE PURPOSES 15,000

FOUNDATION FOR FAMILY LIFE OF UTAH

11978 S REDWOOD RD
RIVERTON,UT84065 		NONE PC GENERAL CHARITABLE PURPOSES 36,000

FOUNDATION FOR THE PROVO JORDAN RIVER PKWY

872 WOODRUFF WAY
SALT LAKE CITY,UT84108 		NONE PC GENERAL CHARITABLE PURPOSES 13,000

FRIENDS FOR SIGHT

661 S 200 E
SALT LAKE CITY,UT84111 		NONE PC GENERAL CHARITABLE PURPOSES 13,000

FRIENDS MINISTRIES INC

913 CEDAR HOLLOW RD
LEHI,UT84043 		NONE PC GENERAL CHARITABLE PURPOSES 5,000

FRIENDS OF SL COUNTY CHILDREN'S JUSTICE

PO BOX 1871
DRAPER,UT84020 		NONE PC GENERAL CHARITABLE PURPOSES 15,000

FRIENDS OF SWITCHPOINT INC

948 NORTH 1300 WEST
ST GEORGE,UT84770 		NONE PC GENERAL CHARITABLE PURPOSES 90,000

G20 INTERFAITH FORUM ASSOCIATION

490 E 3125 N STREET
PROVO,UT84604 		NONE PC GENERAL CHARITABLE PURPOSES 10,000

GHANA MAKE A DIFFERENCE INC

12000 W NEW HOPE RD
STAR,ID83669 		NONE PC GENERAL CHARITABLE PURPOSES 20,000

GIRLS ON THE RUN UTAH INC

1625 FOOTHILL DRIVE
SALT LAKE CITY,UT84108 		NONE PC GENERAL CHARITABLE PURPOSES 10,000

GIVV HUB

164 S 400 W
PROVO,UT84601 		NONE PC GENERAL CHARITABLE PURPOSES 10,000

GLOBAL ENVIROTECH INITIATIVE

2826 E COTTONWOOD PKY STE 330
SALT LAKE CITY,UT84121 		NONE PF GENERAL CHARITABLE PURPOSES 50,000

GRAND COUNTY SCHOOL DISTRICT

264 SOUTH 400 EAST
MOAB,UT84532 		NONE PC GENERAL CHARITABLE PURPOSES 12,000

GRANITE EDUCATION FOUNDATION

2500 S STATE STREET
SALT LAKE CITY,UT84115 		NONE PC GENERAL CHARITABLE PURPOSES 50,000

GUADALUPE CENTER EDUCATIONAL PROGRAMS INC

1385 N 1200 W
SALT LAKE CITY,UT84116 		NONE PC GENERAL CHARITABLE PURPOSES 10,000

GUIDE DOGS FOR THE BLIND INC

350 LOS RANCHITOS RD
SAN RAFAEL,CA94903 		NONE PC GENERAL CHARITABLE PURPOSES 25,000

HABITAT FOR HUMANITY SALT LAKE VALLEY

1276 S 500 W
SALT LAKE CITY,UT84101 		NONE PC GENERAL CHARITABLE PURPOSES 40,000

HABITAT OF HUMANITY OF SOUTHWEST UTAH

835 SO BLUFF ST
ST GEORGE,UT84770 		NONE PC GENERAL CHARITABLE PURPOSES 50,000

HAITI HEALTH INITIATIVE

44 E 1430 N
OREM,UT84057 		NONE PC GENERAL CHARITABLE PURPOSES 10,000

HALE CENTRE THEATRE

9900 SOUTH MONROE STREET
SANDY,UT84070 		NONE PC GENERAL CHARITABLE PURPOSES 30,000

HEALING THE CHILDREN (ROCKY MOUNTAINS)

4142 W 105TH WAY
WESTMINSTER,CO80031 		NONE PC GENERAL CHARITABLE PURPOSES 20,000

HEALTH INTEGRATION AND RESILIENCY CENTER

1909 TEXAS ST
SALT LAKE CITY,UT84108 		NONE PC GENERAL CHARITABLE PURPOSES 40,000

HEARSEE

164 N 400 E STE A-204
ST GEORGE,UT84770 		NONE PC GENERAL CHARITABLE PURPOSES 10,000

HEART & SOUL

PO BOX 526142
SALT LAKE CITY,UT84152 		NONE PC GENERAL CHARITABLE PURPOSES 30,000

HEARTS KNIT TOGETHER

3959 W 1820 S SUITE F
SALT LAKE CITY,UT84104 		NONE PC GENERAL CHARITABLE PURPOSES 70,000

HERITAGE FOUNDATION

214 MASSACHUSETTS AVE NE
WASHINGTON,DC20002 		NONE PC GENERAL CHARITABLE PURPOSES 50,000

HOLDING OUT HELP

748 E PIONEER ROAD
DRAPER,UT84020 		NONE PC GENERAL CHARITABLE PURPOSES 10,000

HOPE ABIDES

5012 MACBETH DRIVE
ANACORTES,WA98221 		NONE PC GENERAL CHARITABLE PURPOSES 7,000

HOPE FOR JUSTICE INC

2245 ROSA L PARKS BLVD BOX 280365
NASHVILLE,TN37228 		NONE PC GENERAL CHARITABLE PURPOSES 10,000

HUMAN COALITION

7800 N DALLAS PARKWAY STE 550
PLANO,TX75024 		NONE PC GENERAL CHARITABLE PURPOSES 25,000

IMMIGRANT LEGAL SERVICES

4055 S 700 E 200
SALT LAKE CITY,UT84107 		NONE PC GENERAL CHARITABLE PURPOSES 10,000

INDIGENOUS INTERNATIONAL

153 E 600 N
PROVO,UT84606 		NONE PC GENERAL CHARITABLE PURPOSES 10,000

INTERCOLLEGIATE STUDIES INSTITUTE INC

3901 CENTERVILLE ROAD
WILMINGTON,DE19807 		NONE PC GENERAL CHARITABLE PURPOSES 5,000

INTERMOUNTAIN HEALTHCARE FOUNDATION INC

36 SOUTH STATE STREET
SALT LAKE CITY,UT84111 		NONE PC GENERAL CHARITABLE PURPOSES 1,810,000

INTERMOUNTAIN SPECIALIZED ABUSE TREATMENT

1555 W 2200 S SUITE A
WEST VALLEY CITY,UT84119 		NONE PC GENERAL CHARITABLE PURPOSES 20,000

INTERNATIONAL RESCUE COMMITTEE INC

221 S 400 W
SALT LAKE CITY,UT84110 		NONE PC GENERAL CHARITABLE PURPOSES 20,000

INTERNATIONAL VISITORS UTAH COUNCIL

1840 SOUTH 1300 EAST
SALT LAKE CITY,UT84105 		NONE PC GENERAL CHARITABLE PURPOSES 10,000

INTERPRETER FOUNDATION

152 WESTVIEW DRIVE
OREM,UT84058 		NONE PC GENERAL CHARITABLE PURPOSES 45,000

IRON COUNTY ACOUSTIC MUSIC ASSOCIATION

648 S RIDGE RD
CEDAR CITY,UT84720 		NONE PC GENERAL CHARITABLE PURPOSES 10,000

JEWISH FAMILY SERVICE

1111 E BRICKYARD ROAD 218
SALT LAKE CITY,UT84106 		NONE PC GENERAL CHARITABLE PURPOSES 10,000

JOSEPH JAMES MORELLI LEGACY FOUNDATION

7585 RANCH CLUB TRAIL
PARK CITY,UT84098 		NONE PC GENERAL CHARITABLE PURPOSES 30,000

JOURNEY OF HOPE INC

925 S 200 W B
SALT LAKE CITY,UT84101 		NONE PC GENERAL CHARITABLE PURPOSES 22,500

JUMP THE MOON FOUNDATION

553 N MAIN
LOGAN,UT84321 		NONE PC GENERAL CHARITABLE PURPOSES 45,200

JUNIOR ACHEVEMENT OF UTAH

515 SOUTH 700 EAST STE 1F
SALT LAKE CITY,UT84102 		NONE PC GENERAL CHARITABLE PURPOSES 10,000

KIDS ON THE MOVE INC

475 W 260 N
OREM,UT84057 		NONE PC GENERAL CHARITABLE PURPOSES 115,000

LEADERSHIP INSTITUTE

1101 HIGHLAND STREET
ARLINGTON,VA22201 		NONE PC GENERAL CHARITABLE PURPOSES 50,000

LEAGUE OF UTAH WRITERS

1042 EAST FORT UNION BLVD 443
MIDVALE,UT84047 		NONE PC GENERAL CHARITABLE PURPOSES 10,000

LEGACY FILMS FOUNDATION

180 W 1950 SOUTH
BOUNTIFUL,UT84010 		NONE PC GENERAL CHARITABLE PURPOSES 75,000

LIBERTAS INSTITUTE

2183 W MAIN ST SUITE 102
LEHI,UT84043 		NONE PC GENERAL CHARITABLE PURPOSES 35,000

LIBERTY LIVES FOREVER

1530 S ZANG STREET
LAKEWOOD,CO80228 		NONE PC GENERAL CHARITABLE PURPOSES 25,000

LIFTING HANDS INTERNATIONAL

2543 S 1700 E
SALT LAKE CITY,UT84106 		NONE PC GENERAL CHARITABLE PURPOSES 32,000

LOGAN COMMUNITY FOUNDATION

2621 N 230 EAST
NORTH LOGAN,UT84341 		NONE PC GENERAL CHARITABLE PURPOSES 5,000

LYRICAL OPERA THEATER

7903 S PALLADIUM DR
WEST JORDAN,UT84088 		NONE PC GENERAL CHARITABLE PURPOSES 5,000

MALIHEH FREE CLINIC

415 E 3900 S
SOUTH SALT LAKE,UT84107 		NONE PC GENERAL CHARITABLE PURPOSES 50,000

MILITARY MOBILITY

PO BOX 1934
CODY,WY82414 		NONE PC GENERAL CHARITABLE PURPOSES 20,000

MOAB FREE HEALTH CLINIC

380 N 500 W
MOAB,UT84532 		NONE PC GENERAL CHARITABLE PURPOSES 40,000

MOBILE SURGERY INTERNATIONAL INC

3803 LITTLE COTTONWOOD LANE
SANDY,UT84092 		NONE PC GENERAL CHARITABLE PURPOSES 50,000

MOUNT LIBERTY COLLEGE CORPORATION

5286 S COMMERCE DRIVE SUITE B-218
MURRAY,UT84107 		NONE PC GENERAL CHARITABLE PURPOSES 15,000

MOUNTAIN MEDIATION CENTER

PO BOX 681552
PARK CITY,UT84068 		NONE PC GENERAL CHARITABLE PURPOSES 7,500

MOUNTAINLAND TECHNICAL COLLEGE

2301 W ASHTON BLVD
LEHI,UT84043 		NONE PC GENERAL CHARITABLE PURPOSES 50,000

MTN COUNTRY HOME SOLUTION (NEIGHBORWORKS)

1031 WEST CENTER STREET SUITE 302
OREM,UT84057 		NONE PC GENERAL CHARITABLE PURPOSES 20,000

MUNDI PROJECT

PO BOX 520696
SALT LAKE CITY,UT84152 		NONE PC GENERAL CHARITABLE PURPOSES 5,000

MY STORY MATTERS

PO BOX 382
SPRINGVILLE,UT84663 		NONE PC GENERAL CHARITABLE PURPOSES 10,000

NATIONAL CENTER ON SHAKEN BABY SYNDROME

1433 N 1075 W SUITE 110
FARMINGTON,UT84025 		NONE PC GENERAL CHARITABLE PURPOSES 20,000

NATIONAL INVESTORS HALL OF FAME

3701 HIGHLAND PARK NW
NORTH CANTON,OH44720 		NONE PC GENERAL CHARITABLE PURPOSES 5,000

NATIONAL KIDNEY FOUNDATION INC

3707 NORTH CANYON ROAD SUITE 1D
PROVO,UT84604 		NONE PC GENERAL CHARITABLE PURPOSES 30,000

NATIONAL MULTIPLE SCLEROSIS SOCIETY

PO BOX 58768
SALT LAKE CITY,UT84158 		NONE PC GENERAL CHARITABLE PURPOSES 20,000

NEEDS BEYOND MEDICINE

PO BOX 521618
SALT LAKE CITY,UT84152 		NONE PC GENERAL CHARITABLE PURPOSES 40,000

NEIGHBORHOOD HOUSE ASSOCIATION

1050 W 500 S
SALT LAKE CITY,UT84104 		NONE PC GENERAL CHARITABLE PURPOSES 40,000

NONPROFIT LEGAL SERVICES OF UTAH INC

623 E 2100 S STE B1
SALT LAKE CITY,UT84106 		NONE PC GENERAL CHARITABLE PURPOSES 5,000

NORTHEAST OHIO MEDICAL UNIVERSITY FOUNDAT

PO BOX 95
ROOTSTOWN,OH44272 		NONE PC GENERAL CHARITABLE PURPOSES 66,905

NOVA PRINCIPLES FOUNDATION

333 E MAIN UNIT 138
LEHI,UT84043 		NONE PC GENERAL CHARITABLE PURPOSES 25,000

NUZZLES & CO

6466 N HIGHVIEW RD
PEOA,UT84061 		NONE PC GENERAL CHARITABLE PURPOSES 10,000

ODYSSEY HOUSE INC UTAH

344 E 100 S SUITE 301
SALT LAKE CITY,UT84111 		NONE PC GENERAL CHARITABLE PURPOSES 60,000

OFF BROADWAY THEATRE

12366 S 900 E
DRAPER,UT84020 		NONE PC GENERAL CHARITABLE PURPOSES 5,000

OGDEN VALLEY ADAPTIVE SPORTS

2955 HARRISON SUITE 104D
OGDEN,UT84403 		NONE PC GENERAL CHARITABLE PURPOSES 25,000

OPEN DOORS SOCIAL SERVICES

1360 EAST 1450 SOUTH
CLEARFIELD,UT84015 		NONE PC GENERAL CHARITABLE PURPOSES 12,500

OPERATION SMILE INC

PO BOX 581108
SALT LAKE CITY,UT84158 		NONE PC GENERAL CHARITABLE PURPOSES 70,000

OPERATION UNDERGROUND RAILROAD INC

PO BOX 57338
SALT LAKE CITY,UT84157 		NONE PC GENERAL CHARITABLE PURPOSES 38,210

OPERATION WARM INC

6 DICKINSON DRIVE SUITE 314
CHADDS FORD,PA19317 		NONE PC GENERAL CHARITABLE PURPOSES 100,000

ORPHANGE SUPPORT SERVICES ORGANIZATION

5513 WEST 11000 NORTH 215
HIGHLAND,UT84003 		NONE PC GENERAL CHARITABLE PURPOSES 36,800

OTHER SIDE ACADEMY

667 EAST 100 SOUTH
SALT LAKE CITY,UT84102 		NONE PC GENERAL CHARITABLE PURPOSES 20,000

OUELESSEBOUGOU ALLIANCE

10 W 100 S 605
SALT LAKE CITY,UT84101 		NONE PC GENERAL CHARITABLE PURPOSES 25,000

PARK CITY COMMUNITY FOUNDATION

1918 PROSPECTOR AVENUE
PARK CITY,UT84060 		NONE PC GENERAL CHARITABLE PURPOSES 5,000

PEOPLES HEALTH CLINIC

PO BOX 681558
PARK CITY,UT84068 		NONE PC GENERAL CHARITABLE PURPOSES 15,000

PLAYWORKS EDUCATION ENERGIZED

1214 WILMINGTON AVE 102
SALT LAKE CITY,UT84106 		NONE PC GENERAL CHARITABLE PURPOSES 40,000

POWER FORWARD UTAH

12080 E BIG COTTONWOOD CANYON RD
ESW 208
SALT LAKE CITY,UT84121 		NONE PC GENERAL CHARITABLE PURPOSES 10,000

PRAGER UNIVERSITY FOUNDATION

15021 VENTURA BLVD 552
SHERMAN OAKS,CA91403 		NONE PC GENERAL CHARITABLE PURPOSES 25,000

PREGNANCY RESOURCE CENTER OF SLC

644 SOUTH 900 EAST
SALT LAKE CITY,UT84102 		NONE PC GENERAL CHARITABLE PURPOSES 25,000

PROJECT CONNECTION

2655 S LAKE ERIE DR SUITE B
WEST VALLEY CITY,UT84120 		NONE PC GENERAL CHARITABLE PURPOSES 12,000

PRO-LIFE UTAH

9676 S SHETTLESTON CIRCLE
SOUTH JORDAN,UT84009 		NONE PC GENERAL CHARITABLE PURPOSES 20,000

RACE SWAMI

1208 BROWNING AVE
SALT LAKE CITY,UT84105 		NONE PC GENERAL CHARITABLE PURPOSES 55,000

RAISE THE FUTURE (ADOPTION EXCHANGE)

7414 S STATE STREET
MIDVALE,UT84047 		NONE PC GENERAL CHARITABLE PURPOSES 25,000

RAPE RECOVERY CENTER

2035 S 1300 E
SALT LAKE CITY,UT84105 		NONE PC GENERAL CHARITABLE PURPOSES 25,000

REPERTORY DANCE THEATER

138 W BROADWAY
SALT LAKE CITY,UT84101 		NONE PC GENERAL CHARITABLE PURPOSES 15,000

RIRIE-WOODBURY DANCE FOUNDATION

138 WEST BROADWAY
SALT LAKE CITY,UT84101 		NONE PC GENERAL CHARITABLE PURPOSES 10,000

RISE AND REBUILD FOUNDATION

3008 FALLENTINE ROAD
SANDY,UT84093 		NONE PC GENERAL CHARITABLE PURPOSES 60,000

ROCKY MOUNTAIN INNOCENCE CENTER

358 S 700 E B235
SALT LAKE CITY,UT84102 		NONE PC GENERAL CHARITABLE PURPOSES 10,000

RON MCBRIDE FOUNDATION

PO BOX 71381
SALT LAKE CITY,UT84121 		NONE PC GENERAL CHARITABLE PURPOSES 10,000

RONALD MCDONALD HOUSE CHARITIES

935 E SOUTH TEMPLE
SALT LAKE CITY,UT84102 		NONE PC GENERAL CHARITABLE PURPOSES 100,000

SAFE HARBOR CRISIS CENTER

223 LARSON LANE
LAYTON,UT84041 		NONE PC GENERAL CHARITABLE PURPOSES 15,000

SAFE HOUSE PROJECT

107 S WEST STREET SUITE 720
ALEXANDRIA,VA22314 		NONE PC GENERAL CHARITABLE PURPOSES 25,000

SALT CONTEMPORARY DANCE

712 S 100 W
LEHI,UT84043 		NONE PC GENERAL CHARITABLE PURPOSES 5,000

SALT LAKE CITY BICYCLE COLLECTIVE

PO BOX 1028
SALT LAKE CITY,UT84110 		NONE PC GENERAL CHARITABLE PURPOSES 50,000

SALT LAKE CITY MISSION

PO BOX 142
SALT LAKE CITY,UT84110 		NONE PC GENERAL CHARITABLE PURPOSES 85,000

SALT LAKE CITY POLICE FOUNDATION

29 SO STATE STREET 404
SALT LAKE CITY,UT84111 		NONE PC GENERAL CHARITABLE PURPOSES 20,000

SALT LAKE DONATED DENTAL SERVICES

1383 S 900 W
SALT LAKE CITY,UT84104 		NONE PC GENERAL CHARITABLE PURPOSES 50,000

SANPETE PANTRY

1080 BLACKHAWK BLVD
MT PLEASANT,UT84647 		NONE PC GENERAL CHARITABLE PURPOSES 40,000

SCHOOL OF LEADERSHIP - AFGHANISTAN INC

470 ATLANTIC AVE 4TH FLOOR
BOSTON,MA02210 		NONE PC GENERAL CHARITABLE PURPOSES 50,000

SEAGER MEMORIAL CLINIC

2775 WALL AVE
OGDEN,UT84401 		NONE PC GENERAL CHARITABLE PURPOSES 155,000

SEEKHAVEN INC

81 N 300 E
MOAB,UT84532 		NONE PC GENERAL CHARITABLE PURPOSES 10,000

SAFE HARBOR CRISIS CENTER

PO BOX 744
KAYSVILLE,UT84037 		NONE PC GENERAL CHARITABLE PURPOSES 20,000

SHELTER THE HOMELESS COMMITTEE INC

242 PARAMOUNT AVE
SALT LAKE CITY,UT84115 		NONE PC GENERAL CHARITABLE PURPOSES 50,000

SHRINERS HOSPITALS FOR CHILDREN - SLC

1275 E FAIRFAX RD
SALT LAKE CITY,UT84103 		NONE PC GENERAL CHARITABLE PURPOSES 50,000

SLEEP IN HEAVENLY PEACE INC

1560 ELDRIDGE AVE
TWIN FALLS,ID83301 		NONE PC GENERAL CHARITABLE PURPOSES 9,900

SNOW COLLEGE FOUNDATION

150 COLLEGE AVENUE
EPHRAIM,UT84627 		NONE PC GENERAL CHARITABLE PURPOSES 25,000

SOBRIETY FOUNDATION

PO BOX 522252
SALT LAKE CITY,UT84152 		NONE PC GENERAL CHARITABLE PURPOSES 15,000

SOUTH VALLEY SANCTUARY INC

PO BOX 1028
WEST JORDAN,UT84084 		NONE PC GENERAL CHARITABLE PURPOSES 95,000

SOUTHERN SUDAN HUMANITARIAN

4908 WAIMEA WAY
HOLLADAY,UT84107 		NONE PC GENERAL CHARITABLE PURPOSES 25,000

SOUTHERN UTAH UNIVERSITY

351 W UNIVERSITY BLVD
CEDAR CITY,UT84720 		NONE PC GENERAL CHARITABLE PURPOSES 15,000

SOUTHWEST SYMPHONY ORCHESTRA

PO BOX 423
ST GEORGE,UT84771 		NONE PC GENERAL CHARITABLE PURPOSES 5,000

SPECIAL OLYMPICS UTAH INC

1400 SOUTH FOOTHILL DRIVE 238
SALT LAKE CITY,UT84108 		NONE PC GENERAL CHARITABLE PURPOSES 12,500

ST ANNE'S CENTER

137 W BINFORD
OGDEN,UT84401 		NONE PC GENERAL CHARITABLE PURPOSES 45,000

STELLA H OAKS CHARITABLE FOUNDATION

63 EAST 11400 SOUTH STE 331
SANDY,UT84070 		NONE PC GENERAL CHARITABLE PURPOSES 25,000

STONE OF HOPE YOUTH

3354 S LOS ALTOS
SALT LAKE CITY,UT84109 		NONE PC GENERAL CHARITABLE PURPOSES 12,000

SUAZO BUSINESS CENTER

960 WEST 1700 SOUTH
SALT LAKE CITY,UT84104 		NONE PC GENERAL CHARITABLE PURPOSES 7,500

SUCCESS IN EDUCATION FOUNDATION

405 S MAIN STREET 1200
SALT LAKE CITY,UT84111 		NONE PC GENERAL CHARITABLE PURPOSES 10,000

SUDDEN ARRYTHMIA DEATH SYNDROME

508 E SOUTH TEMPLE 202
SALT LAKE CITY,UT84102 		NONE PC GENERAL CHARITABLE PURPOSES 10,000

SUMMERFEST ARTS FAIRE

69 E 100 N
LOGAN,UT84321 		NONE PC GENERAL CHARITABLE PURPOSES 5,000

SUMMIT COUNTY CLUBHOUSE

6304 HIGHLAND DRIVE
PARK CITY,UT84098 		NONE PC GENERAL CHARITABLE PURPOSES 10,000

SUU - SOUTHERN UTAH MUSEUM OF ART (SUMA)

351 W CENTER ST
CEDAR CITY,UT84720 		NONE PC GENERAL CHARITABLE PURPOSES 57,750

SUU - UTAH SHAKESPEARE FESTIVAL

351 W CENTER ST
CEDAR CITY,UT84720 		NONE PC GENERAL CHARITABLE PURPOSES 125,000

SUZY'S SENIOR COMPANIONSHIP

1052 E 3250 N
LAYTON,UT84040 		NONE PC GENERAL CHARITABLE PURPOSES 25,000

TABITHA'S WAY

45 E 100 N
SPANISH FORK,UT84660 		NONE PC GENERAL CHARITABLE PURPOSES 35,000

TECH-MOMS

1807 E MAPLE DRIVE
BOUNTIFUL,UT84010 		NONE PC GENERAL CHARITABLE PURPOSES 20,000

TEXAS PUBLIC POLICY FOUNDATION

901 CONGRESS AVE
AUSTIN,TX78701 		NONE PC GENERAL CHARITABLE PURPOSES 90,000

THANKSGIVING HEROES

12116 SOUTH SPRING WHEAT CIR
RIVERTON,UT84096 		NONE PC GENERAL CHARITABLE PURPOSES 15,000

THANKSGIVING POINT INSTITUTE

3003 N THANKSGIVING WAY
LEHI,UT84043 		NONE PC GENERAL CHARITABLE PURPOSES 10,000

THE GOOD SAMARITAN FOUNDATION

6925 UNION PARK CENTER 500
MIDVALE,UT84047 		NONE PF GENERAL CHARITABLE PURPOSES 125,000

THE GRAND THEATRE FOUNDATION INC

1575 S STATE ST
SALT LAKE CITY,UT84115 		NONE PF GENERAL CHARITABLE PURPOSES 5,000

THE GREEN URBAN LUNCH BOX

2026 S 500 E
SALT LAKE CITY,UT84105 		NONE PC GENERAL CHARITABLE PURPOSES 20,000

THE INN BETWEEN

340 S GOSHEN ST
SALT LAKE CITY,UT84104 		NONE PC GENERAL CHARITABLE PURPOSES 75,000

THE LEONARDO (LIBRARY SQUARE FOUNDATION)

209 E 500 S
SALT LAKE CITY,UT84111 		NONE PC GENERAL CHARITABLE PURPOSES 10,000

THE LITERACY PROJECT FOUNDATION

124 TUSTIN AVENUE SUITE 103
NEWPORT BEACH,CA92663 		NONE PC GENERAL CHARITABLE PURPOSES 5,000

THE OPPORTUNITY FOUNDATION OF AMERICA

6439 SO 1650 EAST
MURRAY,UT84121 		NONE PC GENERAL CHARITABLE PURPOSES 11,500

THE RACHEL COVEY FOUNDATION

PO BOX 1399
AMERICAN FORK,UT84003 		NONE PC GENERAL CHARITABLE PURPOSES 50,000

THE ROAD HOME

210 S RIO GRANDE
SALT LAKE CITY,UT84101 		NONE PC GENERAL CHARITABLE PURPOSES 265,000

THE SALVATION ARMY

438 SOUTH 900 WEST
SALT LAKE CITY,UT84104 		NONE PC GENERAL CHARITABLE PURPOSES 50,000

THE SANDY CLUB A SAFE PLACE

450 E 8680 S
SANDY,UT84070 		NONE PC GENERAL CHARITABLE PURPOSES 25,000

THE UTAH ANTI-BULLYING COALITION

PO BOX 4522
PARK CITY,UT84060 		NONE PC GENERAL CHARITABLE PURPOSES 20,000

THIS IS THE PLACE FOUNDATION

2601 E SUNNYSIDE AVE
SALT LAKE CITY,UT84108 		NONE PC GENERAL CHARITABLE PURPOSES 23,000

THOM & GAIL WILLIAMSEN FAMILY FOUNDATION

6900 S 900 E SUITE 230
MIDVALE,UT84047 		NONE PF GENERAL CHARITABLE PURPOSES 1,089,124

TIMPANOGOS LEGAL CENTER

3301 N UNIVERSITY AVENUE
PROVO,UT84604 		NONE PC GENERAL CHARITABLE PURPOSES 25,000

TIMPANOGOS STORYTELLING INSTITUTE

957 E 70 S
LINDON,UT84042 		NONE PC GENERAL CHARITABLE PURPOSES 7,500

TIMPANOGOS SYMPHONY ORCHESTRA

PO BOX 1103
AMERICAN FORK,UT84003 		NONE PC GENERAL CHARITABLE PURPOSES 8,950

TINY TIM'S FOUNDATION FOR KIDS

6818 S AIRPORT ROAD STE A
WEST JORDAN,UT84084 		NONE PC GENERAL CHARITABLE PURPOSES 7,000

TUACAHN CENTER FOR THE ARTS

1100 N TUACAHN DRIVE
IVINS,UT84738 		NONE PC GENERAL CHARITABLE PURPOSES 45,000

U CAN LEARN

6375 S HIGHLAND DRIVE 202
SALT LAKE CITY,UT84121 		NONE PC GENERAL CHARITABLE PURPOSES 20,000

U OF U - CENTER FOR MEDICAL INNOVATION

1395 E PRESIDENTS CIR
SALT LAKE CITY,UT84112 		NONE PC GENERAL CHARITABLE PURPOSES -66,905

U OF U - COLLEGE OF ARCHITECTURE

1395 E PRESIDENTS CIR
SALT LAKE CITY,UT84112 		NONE PC GENERAL CHARITABLE PURPOSES 20,000

U OF U - COLLEGE OF EDUCATION

1395 E PRESIDENTS CIR
SALT LAKE CITY,UT84112 		NONE PC GENERAL CHARITABLE PURPOSES 765,000

U OF U - COLLEGE OF HUMANITIES

1395 E PRESIDENTS CIR
SALT LAKE CITY,UT84112 		NONE PC GENERAL CHARITABLE PURPOSES 15,000

U OF U - DEPARTMENT OF PEDIATRICS

1395 E PRESIDENTS CIR
SALT LAKE CITY,UT84112 		NONE PC GENERAL CHARITABLE PURPOSES 10,000

U OF U - HUNTSMAN CANCER INSTITUTE

1395 E PRESIDENTS CIR
SALT LAKE CITY,UT84112 		NONE PC GENERAL CHARITABLE PURPOSES 45,000

U OF U - LOWELL BENNION COMMUNITY CENTER

1395 E PRESIDENTS CIR
SALT LAKE CITY,UT84112 		NONE PC GENERAL CHARITABLE PURPOSES 20,000

U OF U - NEIGHBORHOOD PARTNERS

1395 E PRESIDENTS CIR
SALT LAKE CITY,UT84112 		NONE PC GENERAL CHARITABLE PURPOSES 10,000

U OF U - PBS UTAH (KUED)

1395 E PRESIDENTS CIR
SALT LAKE CITY,UT84112 		NONE PC GENERAL CHARITABLE PURPOSES 5,000

U OF U - PHYSICAL MEDICINE & REHAB

1395 E PRESIDENTS CIR
SALT LAKE CITY,UT84112 		NONE PC GENERAL CHARITABLE PURPOSES 10,000

U OF U - TANNER DANCE

1395 E PRESIDENTS CIR
SALT LAKE CITY,UT84112 		NONE PC GENERAL CHARITABLE PURPOSES 60,000

U OF U - WOMEN'S RESOURCE CENTER

1395 E PRESIDENTS CIR
SALT LAKE CITY,UT84112 		NONE PC GENERAL CHARITABLE PURPOSES 25,000

UINTAH BASIN TECHNICAL COLLEGE FOUNDATION

1100 E LAGOON ST
ROOSEVELT,UT84066 		NONE PC GENERAL CHARITABLE PURPOSES 15,000

UNITED ANGELS FOUNDATION

1411 W 1250 S SUITE 310
OREM,UT84058 		NONE PC GENERAL CHARITABLE PURPOSES 15,000

UNITED WAY OF EASTERN UTAH

814 EAST MAIN ROOM 105
PRICE,UT84501 		NONE PC GENERAL CHARITABLE PURPOSES 12,000

UNITED WAY OF NORTHERN UTAH

2955 HARRISON BLVD SUITE 201
OGDEN,UT84403 		NONE PC GENERAL CHARITABLE PURPOSES 15,000

UNIVERSITY IMPACT (NEONATAL RESCUE)

14572 SOUTH 790 WEST SUITE A201A
BLUFFDALE,UT84065 		NONE PC GENERAL CHARITABLE PURPOSES 25,000

UNLOCKING COMMUNITIES

100 N HERMITAGE AVE
CHICAGO,IL60612 		NONE PC GENERAL CHARITABLE PURPOSES 10,000

UTAH 1033 FOUNDATION

PO BOX 4522
PARK CITY,UT84060 		NONE PC GENERAL CHARITABLE PURPOSES 15,000

UTAH ARTS ALLIANCE

663 WEST 100 SOUTH
SALT LAKE CITY,UT84112 		NONE PC GENERAL CHARITABLE PURPOSES 10,000

UTAH CONGRESS OF PARENTS AND TEACHERS

5815 SOUTH HIGHLAND DRIVE
HOLLADAY,UT84121 		NONE PC GENERAL CHARITABLE PURPOSES 13,700

UTAH COUNCIL OF THE BLIND

1301 W 500 S
WOODS CROSS,UT84087 		NONE PC GENERAL CHARITABLE PURPOSES 35,000

UTAH DISPUTE RESOLUTION

645 S 200 E
SALT LAKE CITY,UT84111 		NONE PC GENERAL CHARITABLE PURPOSES 15,000

UTAH DOWN SYNDROME FOUNDATION

1248 BULLION STREET
MURRAY,UT84123 		NONE PC GENERAL CHARITABLE PURPOSES 20,000

UTAH FOOD BANK

3150 S 900 W
SALT LAKE CITY,UT84119 		NONE PC GENERAL CHARITABLE PURPOSES 360,000

UTAH FOSTER CARE FOUNDATION

5296 SOUTH COMMERCE DRIVE 400
MURRAY,UT84107 		NONE PC GENERAL CHARITABLE PURPOSES 25,000

UTAH HEALTH AND HUMAN RIGHTS PROJECT

225 S 200 E SUITE 250
SALT LAKE CITY,UT84111 		NONE PC GENERAL CHARITABLE PURPOSES 15,000

UTAH INFERTILITY RESOURCE CENTER

1565 E 3300 S
SALT LAKE CITY,UT84106 		NONE PC GENERAL CHARITABLE PURPOSES 20,000

UTAH NEIGHBORHOOD CONNECTION

789 2ND STREET
OGDEN,UT84404 		NONE PC GENERAL CHARITABLE PURPOSES 10,000

UTAH PARENT CENTER INC

5296 S COMMERCE DRIVE
MURRAY,UT84107 		NONE PC GENERAL CHARITABLE PURPOSES 15,000

UTAH PARTNERS FOR HEALTH

3665 S 8400 W
MAGNA,UT84044 		NONE PC GENERAL CHARITABLE PURPOSES 10,000

UTAH POLICE CIVILIAN ASSOCIATION INC

230 W 200 S 2608
SALT LAKE CITY,UT84101 		NONE PC GENERAL CHARITABLE PURPOSES 10,000

UTAH ROYAL KIDS

8575 SOUTH 700 EAST
SANDY,UT84070 		NONE PC GENERAL CHARITABLE PURPOSES 25,000

UTAH SCHOOLS FOR THE DEAF AND BLIND

742 HARRISON BLVD
OGDEN,UT84404 		NONE PC GENERAL CHARITABLE PURPOSES 10,000

UTAH SCIENCE TEACHERS ASSOCIATION

N-143 EYRING SCIENCE CENTER
PROVO,UT84602 		NONE PC GENERAL CHARITABLE PURPOSES 15,000

UTAH SYMPHONY AND OPERA

123 W SOUTH TEMPLE
SALT LAKE CITY,UT84101 		NONE PC GENERAL CHARITABLE PURPOSES 175,000

UTAH VALLEY FAMILY SUPPORT CENTER

1255 N 1200 W
OREM,UT84057 		NONE PC GENERAL CHARITABLE PURPOSES 10,000

UTAH VALLEY UNIVERSITY

800 WEST UNIVERSITY PARKWAY
OREM,UT84058 		NONE PC GENERAL CHARITABLE PURPOSES 25,000

UTAH YOUTH VILLAGE

5800 S HIGHLAND DR
SALT LAKE CITY,UT84121 		NONE PC GENERAL CHARITABLE PURPOSES 25,000

UTAHS FIRST LADY FOUNDATION

4492 CREST RIDGE RD
LEHI,UT84043 		NONE PC GENERAL CHARITABLE PURPOSES 60,000

VISUAL ART INSTITUTE

2901 S HIGHLAND DRIVE
SALT LAKE CITY,UT84102 		NONE PC GENERAL CHARITABLE PURPOSES 10,000

VOLUNTEERS OF AMERICA

435 BEARCAT DRIVE
SALT LAKE CITY,UT84115 		NONE PC GENERAL CHARITABLE PURPOSES 70,000

WALDEN SCHOOL

4266 N UNIVERSITY AVE
PROVO,UT84604 		NONE PC GENERAL CHARITABLE PURPOSES 82,000

WASATCH ADAPTIVE SPORTS

9385 S SNOWBIRD CENTER DRIVE
SNOWBIRD,UT84092 		NONE PC GENERAL CHARITABLE PURPOSES 15,000

WASATCH COMMUNITY GARDENS

824 S 400 W B127
SALT LAKE CITY,UT84101 		NONE PC GENERAL CHARITABLE PURPOSES 15,000

WASATCH FORENSIC NURSES

1565 EAST 3300 SOUTH
SALT LAKE CITY,UT84106 		NONE PC GENERAL CHARITABLE PURPOSES 10,000

WASATCH MOUNTAIN INSTITUTE

3796 S ALTA LOMA DRIVE
SALT LAKE CITY,UT84106 		NONE PC GENERAL CHARITABLE PURPOSES 15,000

WASHINGTON COUNTY HISTORICAL SOCIETY

97 E ST GEORGE BLVD
ST GEORGE,UT84770 		NONE PC GENERAL CHARITABLE PURPOSES 7,500

WATTS OF LOVE

900 WARREN AVE
DOWNERS GROVE,IL60515 		NONE PC GENERAL CHARITABLE PURPOSES 25,000

WEBER COMMUNITY FOUNDATION

2415 WASHINGTON BLVD
OGDEN,UT84401 		NONE PC GENERAL CHARITABLE PURPOSES 10,000

WEBER PATHWAYS

298 24TH STREET STE 325
OGDEN,UT84059 		NONE PC GENERAL CHARITABLE PURPOSES 10,000

WEBER STATE UNIVERSITY

1265 VILLAGE DRIVE
OGDEN,UT84408 		NONE PC GENERAL CHARITABLE PURPOSES 10,000

WHOLIVES

10102 COPPER KING LN
SOUTH JORDAN,UT84095 		NONE PC GENERAL CHARITABLE PURPOSES 25,000

WOMEN OF THE WORLD

3347 S MAIN ST
SALT LAKE CITY,UT84115 		NONE PC GENERAL CHARITABLE PURPOSES 10,000

WORK ACTIVITY CENTER

1275 W 2320 S
WEST VALLEY CITY,UT84119 		NONE PC GENERAL CHARITABLE PURPOSES 20,000

WOW UTAH INC

14268 LONG RIDGE DRIVE
HERRIMAN,UT84096 		NONE PC GENERAL CHARITABLE PURPOSES 10,000

YOUNG WOMEN'S CHRISTIAN ASSOCIATION OF UT

675 EAST 2100 SOUTH SUITE 200
SALT LAKE CITY,UT84106 		NONE PC GENERAL CHARITABLE PURPOSES 75,000

YOUTH FUTURES

2760 ADAMS AVE
OGDEN,UT84403 		NONE PC GENERAL CHARITABLE PURPOSES 50,000

YOUTH IMPACT

2305 GRANT AVENUE
OGDEN,UT84401 		NONE PC GENERAL CHARITABLE PURPOSES 15,000

YOUTH WINTERSPORTS ALLIANCE

PO BOX 681698
PARK CITY,UT84068 		NONE PC GENERAL CHARITABLE PURPOSES 10,000

ZAMBIA'S SCHOLARSHIP FUND

6035 N 4500 W
BEAR RIVER CITY,UT84301 		NONE PC GENERAL CHARITABLE PURPOSES 20,000

ZULOO HUMANITARIAN OUTREACH

4778 N 300 W SUITE 200
PROVO,UT84604 		NONE PC GENERAL CHARITABLE PURPOSES 10,000
Total .................................right arrow 3a 26,898,553
bApproved for future payment
Total ................................. right arrow 3b 0
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 ........... 		         
4 Dividends and interest from securities ....     14 10,221,132  
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 1,065,653  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aRE SALES, TIFF & IMPACT FEES 		531390 898,130      
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 898,130 11,286,785 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
12,184,915
(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:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
SORENSON LEGACY FOUNDATION
EIN:
45-3240491
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING SERVICES 17,000 0   17,000

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

TY 2023 ExpenditureResponsibilityStmt
Name:
SORENSON LEGACY FOUNDATION
EIN:
45-3240491
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
ZION CANYON MESA
  		BOX 145
SPRINGDALE,UT84767 		2022-07-27 230,000 COMMONS & RESIDENCIES BUILDING CONSTRUCTION 230,000 NONE 03/28/2023, 12/31/2023 2023-12-31  
BRENT AND CHERI ANDRUS CHARITABLE TRUST
  		15 SANDSTONE CV
PARK CITY,UT84060 		2023-02-27 65,000 OPERATING EXPENSES FOR WHEELCHAIRS & WATER SANITATION 65,000 NONE 10/29/2024 2024-10-29  
THOM & GAIL WILLIAMSEN FAMILY FOUNDATION
  		6900 S 900 E 230
MIDVALE,UT84047 		2023-03-14 1,089,124 CHARITABLE GRANTS AND ADMINISTRATIVE EXPENSES 1,057,877 NONE 03/18/2024 2024-03-18  
CROCKER CATALYST FOUNDATION
  		2825 E COTTONWOOD PKY 330
SALT LAKE CITY,UT84121 		2023-01-30 5,000,000 CHARITABLE GRANTS AND ADMINISTRATIVE EXPENSES 4,931,137 NONE 02/05/2024 2024-02-05  
GLOBAL ENVIROTECH INITIATVE
  		2825 E COTTONWOOD PKY 330
SALT LAKE CITY,UT84121 		2023-03-14 50,000 CHARITABLE GRANTS AND ADMINISTRATIVE EXPENSES 50,000 NONE 10/29/2024 2020-10-29  

TY 2023 InvestmentsCorpBondsSchedule
Name:
SORENSON LEGACY FOUNDATION
EIN:
45-3240491
Name of Bond End of Year Book Value End of Year Fair Market Value
GMO DISLOC 14,021,048 14,021,048
GRAHAM - MULTI ALPHA 8,877,297 8,877,297
GRAHAM - QUANT MACRO 5,725,687 5,725,687
MSD 5,042,106 5,042,106
NAPIER PARK DEEP VALUE CREDIT 2,938,497 2,938,497
ARENA NEW ZEALAND 2,576,153 2,576,153
INTEREST RECEIVABLE 142,455 142,455

TY 2023 InvestmentsCorpStockSchedule
Name:
SORENSON LEGACY FOUNDATION
EIN:
45-3240491
Name of Stock End of Year Book Value End of Year Fair Market Value
US EQUITY SECURITIES 37,556,722 37,556,722
VANGUARD LARGE VALUE ETF 28,527,543 28,527,543
INVESCO EXCHANGE 28,134,802 28,134,802
VANGUARD S&P 500 ETF 24,255,941 24,255,941
BRECKINRIDGE GOVT/CRED70 15,137,081 15,137,081
GLOBAL ISHARES 13,745,980 13,745,980
PACIFIC RIDGE CAPITAL 10,716,892 10,716,892
ID GQG INT'L EQUITY 10,192,058 10,192,058
SM VANGUARD SMID INDEX 11,587,955 11,587,955
VANGUARD SMALL CAP VALUE 9,558,747 9,558,747
ABR 75/25 VOLITILITY 8,226,176 8,226,176
DOUBLELINE TOTAL RETURN BOND FUND 7,208,391 7,208,391
VANGUARD INFL PROTECTED 6,406,816 6,406,816
CIM ENTERPRISE LOAN FUND, L.P. 5,891,801 5,891,801
PE SILVER LAKE FUND IL 4,787,930 4,787,930
BRECKINRIDGE GOVT/CRED69 4,345,795 4,345,795
GSO MEZZANINE FUND 2,932,986 2,932,986
AMAZON.COM INC 1,342,542 1,342,542
PE CZECH III SENIOR LOAN 1,228,535 1,228,535
CZECH III 1,228,535 1,228,535
MICROSOFT CORP 1,214,609 1,214,609
ALPHABET INC CAP STK CL C 1,110,810 1,110,810
PE CARLYLE EUROPE IV 1,036,985 1,036,985
CARLYLE EUROPEAN 1,036,985 1,036,985
CONOCOPHILLIPS 986,943 986,943
META PLATFORMS INC 981,177 981,177
WOODWARD INC COM 921,872 921,872
BERKLEY W R CORP 901,397 901,397
SHELL PLC SPON ADS EA 844,609 844,609
PE LONE STAR FUND IV 843,958 843,958
LS REAL ESTATE 843,958 843,958
CARLISLE COS INC COM 793,260 793,260
MERRIMACK PHARMACETUCALS 2,781,486 2,781,486
GENERAL ELECTRIC CO 717,663 717,663
NETFLIX COM INC COM 681,632 681,632
GOLDMAN SACHS GROUP 681,270 681,270
WELLS FARGO CO NEW 673,133 673,133
APPLE 668,464 668,464
META PLATFORMS INC 656,242 656,242
NVIDIA CORP 627,939 627,939
PE BLACKSTONE BTAS 616,222 616,222
BLACKSTONE ALTERNATIVES 616,222 616,222
AERCAP HOLDINGS N.V. 615,816 615,816
UNITED HEALTH GROUP INC 605,967 605,967
MARKEL CORP HLDG CO 599,198 599,198
BROWN &BROWN INC COM 595,617 595,617
MORNINGSTAR INC COM 571,049 571,049
GODADDY INC CL A 557,552 557,552
CACI INTL INC CL A 514,937 514,937
TELEFLEX INC 510,150 510,150
LANDSTAR SYSTEMS INC 508,138 508,138
COMCAST CORP NEW 498,224 498,224
MICROSOFT CORP 491,860 491,860
TEXAS INSTRUMENTS 488,027 488,027
BOEING CO 487,956 487,956
VISA INC COM CL A 487,636 487,636
CAPITAL ONE 487,242 487,242
BLACKROCK INC 481,397 481,397
ELEVANCE HEALTH INC COM 479,105 479,105
DOLBY LABORATORIES 467,527 467,527
RPM INTL INC 466,613 466,613
AMAZON.COM INC 466,304 466,304
SAP ADR REP 1 463,770 463,770
NORFOLK SOUTHERN CRP 463,541 463,541
SEI INVESTMENTS CO 463,280 463,280
BERKSHIRE HATHAWAY 462,588 462,588
BOOZ ALLEN HAMILTON CLASS A 461,116 461,116
APTARGROUP INC 459,001 459,001
MICROSOFT CORP 430,566 430,566
LOWES COS INC COM 429,299 429,299
CHOICE HOTEL INTL 419,550 419,550
AFFILIATED MANAGERS 419,282 419,282
ENVISTA HLDGS CORP 418,355 418,355
MERCK & CO INC NEW 409,479 409,479
TAIWAN SEMICONDUCTOR MANUFACTURING SPON 408,512 408,512
SCHWAB CHARLES CORP COM 403,306 403,306
JOHNSON & JOHNSON 401,568 401,568
LKQ CORP 391,735 391,735
HILTON WORLDWIDE 389,491 389,491
STARBUCKS CORP COM 380,872 380,872
TRIMBLE INC COM 380,859 380,859
LENNOX INTL INC 379,944 379,944
ARAMARK COM 376,849 376,849
WEX INC COM 376,843 376,843
AIR PRODUCTS & CHEM 372,642 372,642
HUNT J B TRANS SVCS 371,716 371,716
NETFLIX COM INC COM 364,673 364,673
AON PLC COM USD0.01 361,738 361,738
MARRIOTT INTL 358,110 358,110
TESLA INC 353,339 353,339
PROGRESSIVE CORP 352,327 352,327
ORACLE CORP COM 339,590 339,590
NORTHROP GRUMMAN CORP COM USD1 336,593 336,593
NORDSON CORP COM 331,785 331,785
UNITED PARCEL SVC 331,755 331,755
FASTENAL CO 331,493 331,493
HEXCEL CORP COM 330,990 330,990
BURLINGTON STORES 329,838 329,838
CHEVRON CORP NEW COM 327,108 327,108
PAYCHEX INC COM 319,691 319,691
CASEYS GEN STORES 317,050 317,050
COLUMBIA SPORTSWEAR 315,933 315,933
PROSUS N.V. SPON ADR 312,411 312,411
FIDELITY NATIONAL INFORMATION SERVICES 310,442 310,442
CISCO SYS INC COM 310,294 310,294
BROADRIDGE 292,782 292,782
SALESFORCE COM INC 285,770 285,770
TYLER TECHNOLOGIES INC 285,158 285,158
TRANSUNION COM 285,009 285,009
IDEX CORP 284,848 284,848
BLACKBAUD INC 276,920 276,920
CHARTER 276,740 276,740
CROWN CASTLE INTL 276,686 276,686
KIRBY CORP 275,151 275,151
ALPHABET INC CAP STK CL A 270,160 270,160
MONSTER BEVERAGE 267,771 267,771
BAYER AG SPON ADR EACH REP 265,815 265,815
NINTENDO CO LTD 265,191 265,191
AUTODESK INC COM 259,063 259,063
VERTEX PHARMACEUTCLS 249,830 249,830
BIO-TECHNE CORP 244,443 244,443
JONES LANG LASALLE 239,109 239,109
DISNEY WALT CO 238,817 238,817
ALPHABET INC CAP STK CL C 237,749 237,749
POOL CORP COM 234,840 234,840
FTI CONSULTING INC 234,798 234,798
COMCAST CORP NEW 234,773 234,773
AVERY DENNISON CORP 234,708 234,708
NESTLE S A SPONSORED 229,294 229,294
VISA INC COM CL A 226,765 226,765
DOMINION ENERGY INC 223,015 223,015
DECKERS OUTDOOR CORP 220,582 220,582
CINCINNATI FINL CORP 210,231 210,231
HENRY JACK & ASSOC 200,177 200,177
FACTSET RESH SYS INC 197,976 197,976
VERIZON 197,586 197,586
GRACO INC 189,918 189,918
REGENERON 189,711 189,711
SERVICE CORP INTL 186,595 186,595
SHOPIFY INC 185,714 185,714
MANHATTAN ASSOCS INC 183,022 183,022
CERBERUS NPL 176,245 176,245
NOVO-NORDISK A S ADR 172,762 172,762
STARBUCKS CORP COM 155,920 155,920
LIBERTY BROADBAND SER C 155,297 155,297
GSO MEZZANINE FINANCE 154,369 154,369
PE GSO MEZZANINE FUND 154,368 154,368
HENRY SCHEIN INC 153,994 153,994
QUALCOMM INC 151,717 151,717
PROSPERITY 143,249 143,249
ULTA BEAUTY INC COM 142,587 142,587
COLUMBIA BANKING SYSTEM INC 139,456 139,456
FACTSET RESH SYS INC 138,345 138,345
EXPEDITORS INTL WASH 137,630 137,630
THERMO FISHER SCIENTIFIC INC 121,020 121,020
ILLUMINA INC COM 114,595 114,595
NOVARTIS A G 113,894 113,894
INTUITIVE SURGICAL 110,654 110,654
KINSALE CAP GROUP INC COM 106,166 106,166
SEI INVESTMENTS CO 106,129 106,129
YUM BRANDS INC 102,960 102,960
OCCIDENTAL PETE CORP COM 102,343 102,343
BLOCK INC CL A 102,179 102,179
ADVANCED DRAINAGE 98,589 98,589
WORKDAY INC COM 97,449 97,449
BALL CORP COM NPV 97,209 97,209
LIBERTY BROADBAND SER A 95,962 95,962
ROCHE HLDG LTD 90,575 90,575
ALIBABA GROUP HLDG 74,100 74,100
PAYPAL HOLDINGS 72,034 72,034
DEERE & COMPANY 56,382 56,382
YUM CHINA HLDGS INC 39,205 39,205
SANDOZ GROUP AG SPON ADS 7,202 7,202
COMM PIMCO COMM REAL RETURN 10 10

TY 2023 InvestmentsGovtObligationsSch
Name:
SORENSON LEGACY FOUNDATION
EIN:
45-3240491
US Government Securities - End of Year Book Value:

38,606,880
US Government Securities - End of Year Fair Market Value:

38,606,880
State & Local Government Securities - End of Year Book Value:


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


0


TY 2023 InvestmentsOtherSchedule2
Name:
SORENSON LEGACY FOUNDATION
EIN:
45-3240491
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
INVESTMENT REAL ESTATE SUBS FMV 60,233,190 60,233,190

TY 2023 LegalFeesSchedule
Name:
SORENSON LEGACY FOUNDATION
EIN:
45-3240491
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL SERVICES 87,705 0   76,972


TY 2023 OtherExpensesSchedule
Name:
SORENSON LEGACY FOUNDATION
EIN:
45-3240491
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MEALS & ENTERTAINMENT 3,627 0   3,627
INSURANCE 38,889 0   37,018
POSTAGE 814 0   814
DATA PROCESSING 12,686 0   12,686
SUPPLIES 2,083 0   2,083
MISCELLANEOUS 661 168   511
INVESTMENT EXPENSES FROM PS 0 586,132   0
RENTAL EXPENSES 0 9,846   0


TY 2023 OtherIncomeSchedule2
Name:
SORENSON LEGACY FOUNDATION
EIN:
45-3240491
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
CZECZECH III SENIOR LOAN TRUST   113,912  
LS REAL ESTATE IV   40,529  
CIM ENTERPRISE LOAN FUND   452,243  
BLACKSTONE ALT SOLUTION   16,902  
RE SALES, TIFF & IMPACT FEES 898,130   898,130


TY 2023 OtherIncreasesSchedule
Name:
SORENSON LEGACY FOUNDATION
EIN:
45-3240491
Description Amount
CHANGE IN UNREALIZED APPRECIATION 35,729,447


TY 2023 OtherProfessionalFeesSchedule
Name:
SORENSON LEGACY FOUNDATION
EIN:
45-3240491
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT SERVICES 1,127,615 1,127,615   0
OTHER PROFESSIONAL FEES 556,914 0   551,236


TY 2023 TaxesSchedule
Name:
SORENSON LEGACY FOUNDATION
EIN:
45-3240491
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN WITHHOLDING TAX 9,695 9,695   0
UBIT & EXCISE TAX ON INVESTMENT INCOME 147,653 0   0