TY 2023 Form 990PF

(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	BROWN CAPITAL MANAGEMENT	P	2022-12-12	2023-01-06
b	TRANE TECHNOLOGIES PLC COM	P	2021-12-31	2023-10-10
c	CARILLON FAMILY OF FUNDS	P	2022-12-19	2023-10-10
d	CENCORA INC COM	P	2009-10-01	2023-10-10
e	MARSICO INVESTMENT FUND GLOBAL	P	2022-12-16	2023-10-10
	BROWN CAPITAL MANAGEMENT SM	P	2011-04-27	2023-01-06
	T ROWE PRICE FUNDS GROWTH STOCK	P	2022-12-13	2023-01-06
	T ROWE PRICE FUNDS GROWTH STOCK	P	2008-08-05	2023-01-06
	T ROWE PRICE FUNDS BLUE CHIP	P	2022-12-13	2023-01-06
	THERMO FISHER SCIENTIFIC INC	P	2005-09-21	2023-10-16
	VANGUARD LONG TERM TE ADMIRAL	P	2022-12-31	2023-09-25
	VANGUARD LONG TERM TE ADMIRAL	P	2008-08-05	2023-09-25
	BROWN CAPITAL MANAGEMENT	P	2021-12-31	2023-01-06
	WASATCH FUNDS SM CAP GROWTH	P	2008-08-05	2023-01-12
	CARILLON FAMILY OF FUNDS	P	2021-12-31	2023-10-10
	FIRST FNDTN BK	P	2023-03-30	2023-10-12
	WALT DISNEY COMPANY	P	2021-12-31	2023-10-10
	MERCHANTS BK	P	2023-06-29	2023-10-10
	FIDELITY COVINGTON TRUST	P	2015-01-09	2023-11-20
	MARSICO INVESTMENT FUND GLOBAL	P	2021-12-31	2023-10-10
	T ROWE PRICE FUNDS GROWTH STOCK	P	2021-12-31	2023-01-06
	T ROWE PRICE FUNDS BLUE CHIP	P	2021-12-31	2023-01-06
	VANGUARD LONG TERM TE ADMIRAL	P	2021-12-31	2023-09-25
	WASATCH FUNDS SM CAP GROWTH	P	2021-12-31	2023-01-12

(e) Gross sales price	(f) Depreciation allowed (or allowable)	(h) Gain or (loss) (e) plus (f) minus (g)
a	53,873	55,411	-1,538
b	434,321	53,923	380,398
c	34,425	32,861	1,564
d	716,408	83,946	632,462
e	21,411	17,639	3,772
	311,713	235,000	76,713
	10,895	11,704	-809
	286,407	137,084	149,323
	43,607	46,794	-3,187
	945,692	116,031	829,661
	96,889	100,729	-3,840
	3,309,965	3,465,463	-155,498
	144,932	215,064	-70,132
	142,546	129,475	13,071
	807,947	751,696	56,251
	190,000	190,000
	199,273	85,900	113,373
	100,000	100,000
	23	19	4
	494,728	499,392	-4,664
	44,386	70,803	-26,417
	796,090	570,760	225,330
	305,804	353,207	-47,403
	72,268	103,077	-30,809

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7		2	3,366,010
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 ...................	3	-4,038

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	58,056
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	58,056
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	58,056
6	Credits/Payments:

a	2023 estimated tax payments and 2022 overpayment credited to 2023	6a	60,472
b	Exempt foreign organizations—tax withheld at source......	6b
c	Tax paid with application for extension of time to file (Form 8868)...	6c
d	Backup withholding erroneously withheld ..........	6d

7	Total credits and payments. Add lines 6a through 6d..............	7	60,472
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. List of Attached Documents: // Content	8
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......	9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...	10	2,416
11	Enter the amount of line 10 to be: Credited to 2024 estimated tax2,416	Refunded	11

(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
JAY RASMUSSEN	TRUSTEE 000.00	1,300	0	0
2212 E LITTLE CLOUD CIRCLE SANDY,UT84093
GARY WATKINS	TRUSTEE 1.00	1,300	0	0
1634 E SPRING RUN DRIVE SALT LAKE CITY,UT84117
CAROL WATKINS	TRUSTEE 000.00	1,300	0	0
3014 W SCOTTY DRIVE SOUTH JORDAN,UT84095
LISA BLAKE	TRUSTEE 8.00	1,300	0	0
9076 RIDGEWOOD PLACE WEST JORDAN,UT84088

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
ABILITY FOUND ABILITY FOUND 2324 S CONSTITUTION BLVD 2324 S CONSTITUTION BLVD WEST VALLEY CITY,UT841191224			CHARITABLE USE	15,000
ALZHEIMERS ASSOCIATION OF UTAH ALZHEIMERS ASSOCIATION OF UTAH 6731 ACADEMY ROAD NE 6731 ACADEMY ROAD NE ALBUQUERQUE,NM87109			CHARITABLE USE	30,000
AMERICAN HEART ASSOCIATION AMERICAN HEART ASSOCIATION 465 S 400 E STE 110 465 S 400 E STE 110 SALT LAKE CITY,UT84111			CHARITABLE USE	40,000
AMERICAN INDIAN SERVICES AMERICAN INDIAN SERVICES 170 S INTERST PLZ STE 200 170 S INTERST STE 200 LEHI,UT84043			CHARITABLE USE	10,000
AMERICAN RED CROSS AMERICAN RED CROSS 6616 S 900 E 6616 S 900E MURRAY,UT84121			CHARITABLE USE	100,000
ASSISTANCE LEAGUE OF SALT LAKE CITY ASSISTANCE LEAGUE OF SALT LAKE CITY PO BOX 9353 PO BOX 9353 SALT LAKE CITY,UT84109			CHARITABLE USE	5,000
BIG BROTHERS BIG SISTERS BIG BROTHERS BIG SISTERS 2121 S STATE STREET 201 2121 S STATE STREET 201 SOUTH SALT LAKE,UT84115			CHARITABLE USE	22,000
BONNEVILLE CHARITABLE FOUNDATION BONNEVILLE CHARIGABLE FOUNDATION 55 N 300 W 55 N 300 W SALT LAKE CITY,UT84101			CHARITABLE USE	17,000
BOY SCOUTS OF AMERICA BOY SCOUTS OF AMERICA 1200 E 5400 S 1200 E 5400 S OGDEN,UT84403			CHARITABLE USE	22,000
BOYS AND GIRLS CLUBS OF GREATER SL BOYS AND GIRLS CLUB OF SLC PO BOX 57071 PO BOX 57071 MURRAY,UT84157			CHARITABLE USE	10,000
BOYS & GIRLS CLUB OF UTAH COUNTY BOYS & GIRLS CLUB OF UTAH COUNTY 702 E 1910 S STE 3 702 E 1910 S STE 3 PROVO,UT84606			CHARITABLE USE	10,000
BOYS & GIRLS CLUB OF WEBER-DAVIS BOYRS & GIRLS CLUB OF WEBER-DAVIS 2520 WASHINGTON BLVD OGDEN,UT84401			CHARITABLE USE	5,000
BRIDGERLAND TECHNICAL COLLEGE BRIDGERLAND TECHNICAL COLLEGE 1301 N 600 W 1301 N 600 W LOGAN,UT84321			CHARITABLE USE	10,000
BRIGHAM YOUNG UNIVERSITY - HAWAII BYU - HAWAII 1450 N UNIVERSITY AVE 1450 N UNIVERSITY AVE PROVO,UT84604			CHARITABLE USE	60,000
BRIGHAM YOUNG UNIVERSITY PATHWAY WORLDWIDE 1450 N UNIVERSITY AVE 1450 N UNIVERSITY AVE PROVO,UT84604			CHARITABLE USE	90,000
BRIGHAM YOUNG UNIVERSITY BYU BRODCASTING 1450 N UNIVERSITY AVE 1450 N UNIVERSITY AVE PROVO,UT84604			CHARITABLE USE	15,000
BRIGHAM YOUNG UNIVERSITY NURSING PROGRAM 1450 N UNIVERSITY AVE 1450 N UNIVERSITY AVE PROVO,UT84604			CHARITABLE USE	65,000
BRIGHAM YOUNG UNIVERSITY SIGNATURE SCHOLARSHIPS 1450 N UNIVERSITY AVE 1450 N UNIVERSITY AVE PROVO,UT84604			CHARITABLE USE	76,000
CATHOLIC COMMUNITY SERVICES OF UTAH CATHOLIC COMMUNITY SERVICES OF UTAH 224 NORTH 2200 WEST 224 NORTH 2200 WEST SALT LAKE CITY,UT84116			CHARITABLE USE	120,000
CHILDRENS CENTER UTAH CHILDRENS CENTER UTAH 3725 W 4100 S STE 250 3725 W 4100 S STE 250 WEST VALLEY CITY,UT84120			CHARITABLE USE	20,000
THE CHRISTMAS BOX INTERNATIONAL THE CHRISTMAS BOX 3660 S WEST TEMPLE 3660 S WEST TEMPLE SALT LAKE CITY,UT841154441			CHARITABLE USE	28,000
CHURCH OF JESUS CHRIST LDS GENERAL MISSIONARY FUND 1450 N UNIVERSITY AVE 1450 N UINIVERSITY AVE PROVO,UT84604			CHARITABLE USE	65,000
CHURCH OF JESUS CHRIST LDS FAST OFFERING 50 E NORTH TEMPLE RM 1521 50 E NORTH TEMPLE RM 1521 SALT LAKE CITY,UT84150			CHARITABLE USE	150,000
CHURCH OF JESUS CHRIST LDS LDC CHARITIES HUMANITARIAN FUND 1450 N UNIVERSITY AVE 1450 N UNIVERSITY AVE PROVO,UT84604			CHARITABLE USE	270,000
COMMUNITY ACTION SERVICES & FOOD BANK 815 S FREEDOM BLVD STE 100 PROVO,UT84601			CHARITABLE USE	44,000
COMMUNITY HEALTH CENTERS COMMUNITY HEALTH CENTERS 2621 S 3270 W 2621 S 3270 W WEST VALLEY CITY,UT84119			CHARITABLE USE	40,000
COMMUNITY HEALTH CONNECT COMMUNITY HEALTH CONNECT 591 S STATE STREET 591 S STATE STREET PROVO,UT84606			CHARITABLE USE	8,000
COMMUNITY NURSING SERVICES COMMUNITY NURSING SERVICES 2830 S REDWOOD RD STE A 2830 S REDWOOD RD STE A WEST VALLEY CITY,UT84119			CHARITABLE USE	20,000
CROSSROADS URBAN CENTER CROSSROADS URBAN CENTER 347 S 400 E 347 S 400 E SALT LAKE CITY,UT84111			CHARITABLE USE	35,000
DAVIS EDUCATION FOUNDATION DAVIS EDUCATION FOUNDATION 45 E STATE ST 45 E STATE ST FARMINGTON,UT84025			CHARITABLE USE	30,000
DAVIS TECHNICAL COLLEGE FOUNDATION DAVIS TECHNICAL COLLEGE FOUNDATION 550 EAST 300 SOUTH 550 EAST 300 SOUTH KAYSVILLE,UT840372661			CHARITABLE USE	12,000
DIXIE TECHNICAL COLLEGE SCHOLARSHIP FUND 610 S TECH RIDGE DRIVE 610 S TECH RIDGE DRIVE ST GEORGE,UT84770			CHARITABLE USE	8,000
ENGLISH LANGUAGE CENTER CACHE VALLEY 1544 N 200 W 1544 N 200 W LOGAN,UT84341			CHARITABLE USE	15,000
ENSIGN COLLEGE ENSIGN COLLEGE 1450 N UNIVERSITY AVE 1450 N UNIVERSITY AVE PROVO,UT84604			CHARITABLE USE	12,000
EYE CARE FOR KIDS EYE CARE FOR KIDS 6911 S STATE STREET 6911 S STATE STREET MIDVALE,UT84047			CHARITABLE USE	20,000
FAMILY COUNSELING SERVICE OF NORTHERN UTAH 3518 WASHINGTON BLVD 3518 WASHINGTON BLVD OGDEN,UT844031034			CHARITABLE USE	10,000
FAMILY PROMISE - SALT LAKE FAMILY PROMISE - SALT LAKE 814 W 800 S 814 W 800 S SALT LAKE CITY,UT84104			CHARITABLE USE	20,000
FAMILY SUPPORT CENTER FAMILY SUPPORT CENTER 1760 W 4805 S 1760 W 4805 S TAYLORSVILLE,UT84129			CHARITABLE USE	15,000
FISHER HOUSE FOUNDATION INC FISHER HOUSE FOUNDATION 12300 TWINBROOK PKWY SUITE 410 ROCKVILLE,MD208521650			CHARITABLE USE	10,000
FOOD AND CARE COALITION FOOD AND CARE COALITION 299 E 900 S 299 E 900 S PROVO,UT84606			CHARITABLE USE	65,000
FOURTH STREET CLINIC FOURTH STREET CLINIC 409 W 400 S 409 W 400 S SALT LAKE CITY,UT84101			CHARITABLE USE	45,000
FRIENDS FOR SIGHT FRIENDS FOR SIGHT 6715 S 1300 E STE 250 6715 S 1300 E STE 250 SALT LAKE CITY,UT84121			CHARITABLE USE	3,000
FRIENDS OF UTAH COUNTY CHILDRENS JUSTICE CENTER 315 S 100 E 315 S 100 E PROVO,UT84606			CHARITABLE USE	5,000
GIRL SCOUTS OF UTAH GIRL SCOUTS OF UTAH 445 E 4500 S SUITE 125 445 E 4500 S SUITE 125 SALT LAKE CITY,UT84107			CHARITABLE USE	22,000
GRANITE EDUCATION FOUNDATION GRANITE EDUCATION FOUNDATION 2500 S STATE STREET D 108 2500 S STATE STREET D 108 SALT LAKE CITY,UT84115			CHARITABLE USE	30,000
GUADALUPE CENTER EDUCATIONAL PROGRAMS INC 1385 N 1200 W 1385 N 1200 W SALT LAKE CITY,UT84116			CHARITABLE USE	12,000
HOGEL ZOO HOGEL ZOO 2600 E SUNNYSIDE AVE 2600 E SUNNYSIDE AVE SALT LAKE CITY,UT84108			CHARITABLE USE	18,000
HUMANE SOCIETY OF UTAH HUMANE SOCIETY OF UTAH 4242 S 300 W 4242 S 300 W MURRAY,UT84107			CHARITABLE USE	16,000
HUNTSMAN CANCER FOUNDATION HUNTSMAN CANCER FOUNDATION 500 HUNTSMAN WAY 500 HUNTSMAN WAY SALT LAKE CITY,UT84108			CHARITABLE USE	85,000
HUNTSMAN MENTAL HEALTH FOUNDATION HUNTSMAN MENTAL HEALTH FOUNDATION 500 HUNTSMAN WAY 500 HUNTSMAN WAY SALT LAKE CITY,UT84108			CHARITABLE USE	40,000
INTERMOUNTAIN FOUNDATION AT PRIMARY PRIMARY CHILDRENS HOSPITAL 36 S STATE STREET 36 S STATE STREET SALT LAKE CITY,UT84111			CHARITABLE USE	100,000
INTERMOUNTAIN THERAPY ANIMALS INTERMOUNTAIN THERAPY ANIMALS 4050 S 2700 E 4050 S 2700 E SALT LAKE CITY,UT84124			CHARITABLE USE	4,000
INTERNATIONAL RESCUE COMMITTEE IN SALT LAKE CITY 221 S 400 W 221 S 400 W SALT LAKE CITY,UT84110			CHARITABLE USE	75,000
JORDAN EDUCATION FOUNDATION JORDAN EDUCATION FOUNDATION 7387 S CAMPUS VIEW DR 7387 S CAMPUS VIEW DR WEST JORDAN,UT840845500			CHARITABLE USE	22,000
LANTERN HOUSE LANTERN HOUSE 269 W 33RD STREET 269 W 33RD STREET OGDEN,UT84401			CHARITABLE USE	45,000
LOVELAND LIVING PLANET AQUARIUM LOVELAND LIVING PLANET AQUARIUM 12033 SONE PEAK PARKWAY 12033 STONE PEAK PARKWAY DRAPER,UT84020			CHARITABLE USE	15,000
MALIHEH FREE CLINIC MALIHEH FREE CLINIC 941 E 3300 S 941 E 3300 S MILLCREEK,UT84106			CHARITABLE USE	20,000
MIDTOWN COMMUNITY HEALTH CENTER MIDTOWN COMMUNITY HEALTH CENTER 2240 ADAMS AVE 2240 ADAMS AVE OGDEN,UT84401			CHARITABLE USE	26,000
MOUNTAINLAND TECHNICAL COLLEGE SCHOLARSHIP FUND 2301 W ASHTON BLVD 2301 W ASHTON BLVD LEHI,UT84043			CHARITABLE USE	12,000
MOUNTAINLANDS COMMUNITY HEALTH CENT MOUNTAINLANDS COMMUNITY HEALTH CENTER 589 S STATE STREET 589 S STATE STREET PROVO,UT846065056			CHARITABLE USE	15,000
NATIONAL MILITARY FAMILY ASSOCIATIO NATIONAL MILITARY FAMILY ASSOCATION 2800 EISENHOWER AVESTE250 2800 EISENHOWERAVESTE250 ALEXANDRIA,VA22314			CHARITABLE USE	20,000
NATIONAL MULTIPLE SCLEROSIS SOCIETY NATIONAL MULTIPLE SCLEROSIS SOCIETY PO BOX 54879 PO BOX 54879 LOS ANGELES,CA90054			CHARITABLE USE	19,000
NEW HOPE CRISIS CENTER NEW HOPE CRISIS CENTER 435 E 700 S 435 E 700 S BRIGHAM CITY,UT84302			CHARITABLE USE	20,000
OGDEN-WEBER TECHNICAL COLLEGE FOUNDATION 200 N WASHINGTON BLVD 200 N WASHINGTON BLVD OGDEN,UT84404			CHARITABLE USE	12,000
PEOPLE HELPING PEOPLE PEOPLE HELPING PEOPLE 265 E 100 S STE 280 265 E 100 S STE 280 SALT LAKE CITY,UT84111			CHARITABLE USE	10,000
PLAYWORKS UTAH PLAYWORKS UTAH 308 E 4500 S SUITE 120 308 E 4500 S SUITE 120 SALT LAKE CITY,UT84107			CHARITABLE USE	15,000
REFUGE UTAH REFUGE UTAH 1433 E 840 N 1433 E 840 N OREM,UT84097			CHARITABLE USE	30,000
RESCUE MISSION OF SALT LAKE RESCUE MISSION OF SALT LAKE PO BOX 1227 PO BOX 1227 SALT LAKE CITY,UT841101227			CHARITABLE USE	60,000
THE ROAD HOME THE ROAD HOME 1415 S MAIN STREET 1415 S MAIN STREET SALT LAKE CITY,UT84115			CHARITABLE USE	95,000
RONALD MCDONALD HOUSE CHARITIES OF THE INTERMOUNTAIN AREA 935 E SOUTH TEMPLE 935 E SOUTH TEMPLE SALT LAKE CITY,UT84102			CHARITABLE USE	15,000
SAFE HARBOR CRISIS CENTER SAFE HARBOR CRISIS CENTER 223 LARSON LN 223 LARSON LN LAYTON,UT84041			CHARITABLE USE	30,000
SALT LAKE CITY MISSION SALT LAKE CITY MISSION PO BOX 142 PO BOX 142 SALT LAKE CITY,UT841100142			CHARITABLE USE	15,000
SALT LAKE COMMUNITY COLLEGE FOUNDAT SLCC FOUNDATION PO BOX 30808 PO BOX 30808 SALT LAKE CITY,UT841300808			CHARITABLE USE	78,000
SALT LAKE COMMUNITY COLLEGE FOUNDAT SALT LAKE COMMUNITY COLLEGE FOUNDATION PO BOX 30808 PO BOX 30808 SALT LAKE CITY,UT841300808			CHARITABLE USE	65,000
SALT LAKE EDUCATION FOUNDATION SALT LAKE EDUCATION FOUNDATION 440 E 100 S 440 E 100 S SALT LAKE CITY,UT84111			CHARITALBE USE	22,000
SALT LAKE TECHNICAL COLLEGE SALT LAKE TECHINCAL COLLEGE PO BOX 30808 PO BOX 30808 SALT LAKE CITY,UT841300808			CHARITABLE USE	6,000
SALVATION ARMY SALVATION ARMY PO BOX 2970 PO BOX 2970 SALT LAKE CITY,UT841102970			CHARITABLE USE	35,000
SHELTER THE HOMELESS SHELTER THE HOMELESS 242 W PARAMOUNT AVE 242 W PARAMOUNT AVE SALT LAKE CITY,UT84115			CHARITABLE USE	90,000
SNOW COLLEGE FOUNDATION NURSING SCOLARSHIPS 150 COLLEGE AVENUE 150 COLLEGE AVENUE EPHRAIM,UT84627			CHARITABLE USE	8,000
SNOW COLLETE FOUNDATION SCHOLARSHIPS 150 COLLEGE AVENUE 150 COLLAGE AVENUE EPHRAIM,UT84627			CHARITABLE USE	10,000
SOLDIERS ANGELS SOLDIERS ANGELS 2895 NE LOOP 410 STE 107 2895 NE LOOP 410 STE 107 SAN ANTONIO,TX78218			CHARITABLE USE	15,000
SOUTH VALLEY SERVICES SOUTH VALLEY SERVICES PO BOX 1028 PO BOX 1028 WEST JORDAN,UT840841028			CHARITABLE USE	30,000
SOUTHERN UTAH UNIVERSITY SCHOLARSHIPS 351 W UNIVERSITY BLVD 103 351 W UNIVERSITY BLVD 103 CEDAR CITY,UT84720			CHARITABLE USE	26,000
SOUTHERN UTAH UNIVERSITY NURSING SCHOLARSHIPS 351 W UNIVERSITY BLVD 103 351 W UNIVERSITY BLVD 103 CEDAR CITY,UT84720			CHARITABLE USE	30,000
SOUTHWEST TECHNICAL COLLEGE FOUNDATION 757 W 800 S 757 W 800 S CEDAR CITY,UT84720			CHARITABLE USE	6,000
SWITCHPOINT COMMUNITY RESOURCE CENT SWITCHPOINT COMMUNITY RESOURCE CENTER 948 N 1300 W 948 N 1300 W ST GEORGE,UT84770			CHARITABLE USE	50,000
TOOELE TECHNICAL COLLEGE FOUNDATION TOOELE TECHNICAL COLLEGE 88 S TOOLE BLVD 88 S TOOLE BLVD TOOELE,UT84074			CHARITABLE USE	4,000
UINTAH BASIN TECHNICAL COLLEGE UINTAH BASIN TECHNICAL COLLEGE 1100 EAST LAGOON STREET 1100 EAST LAGOON STREET ROOSEVELT,UT84066			CHARITABLE USE	8,000
UNITED SERVICE ORGANIZATION UNITED SERVICE ORGANIZATION PO BOX 96860 PO BOX 96860 WASHINGTON DC,DC200906860			CHARITABLE USE	18,000
UNIVERSITY OF UTAH SCHOOL OF BUSINESS SCHOLARSHIPS PO BOX 58006 PO BOX 58006 SALT LAKE CITY,UT84158			CHARITABLE USE	24,000
UNIVERSITY OF UTAH NUSING SCHOLARSHIPS PO BOX 58006 PO BOX 58006 SALT LAKE CITY,UT84158			CHARITABLE USE	65,000
UNIVERSITY OF UTAH PBS UTAH PO BOX 58006 PO BOX 58006 SALT LAKE CITY,UT84158			CHARITABLE USE	15,000
UNIVERSITY OF UTAH GENERAL SCHOLARSHIP FUND PO BOX 58006 PO BOX 58006 SALT LAKE CITY,UT84158			CHARITABLE USE	56,000
UNIVERSITY OF UTAH UTAH DIABETES INITATIVE PO BOX 58006 PO BOX 58006 SALT LAKE CITY,UT84158			CHARITABLE USE	30,000
UTAH FOOD BANK UTAH FOOD BANK 3150 S 900 W 3150 S 900 W SALT LAKE CITY,UT84119			CHARITABLE USE	250,000
UTAH STATE UNIVERSITY GENERAL SCHOLARSHIPS 1590 OLD MAIN HILL 1590 OLD MAIN HILL LOGAN,UT843221590			CHARITABLE USE	78,000
UTAH STATE UNIVERSITY NURSING NURSING SCHOLARSHIPS 1590 OLD MAIN HILL 1590 OLD MAIN HILL LOGAN,UT843221590			CHARITABLE USE	20,000
UTAH TECH UNIVERSITY SCHOLARSHIPS 225 S UNIVERSITY AVE BNO 188 ST GEORGE,UT84770			CHARITABEL USE	26,000
UTAH VALLEY UNIVERSITY FOUNDATION GENERAL SCHOLARSHIPS 800 W UNIVERSITY PARKWAY MS111 OREM,UT84058			CHARITABLE USE	80,000
UTAH VALLEY UNIVERSITY FOUNDATION NURSING PROGRAM 800 W UNIVERSITY PKWY MS111 OREM,UT840585999			CHARITABLE USE	65,000
UTAH YOUTH VILLAGE UTAH YOUTH VILLAGE 5800 S HIGHLAND DRIVE 5800 S HIGHLAND DRIVE SALT LAKE CITY,UT84121			CHARITABLE USE	30,000
VOLUNTEERS OF AMERICA UTAH VOLUNTEERS OF AMERICA UTAH 1875 S REDWOOD RD 1875 S REDWOOD RD SALT LAKE CITY,UT84104			CHARITABLE USE	80,000
WEBER STATE UNIVERSITY SCHOLARSHIPS 1265 VILLAGE DRIVE DEPT 4018 OGDEN,UT844084018			CHARITABLE USE	60,000
WEBER STATE UNIVERSITY NURSING SCHOLARSHIPS 1265 VILLAGE DRIVE DEPT 4018 OGDEN,UT844084018			CHARITABLE USE	40,000
YWCA OF SALT LAKE CITY YMCA OF SLC 322 E 300 S 322 E 300 S SALT LAKE CITY,UT84111			CHARITABLE USE	30,000
Total ................................. 3a				4,020,000

	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)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments	7,398		7,398	7,398
4	Dividends and interest from securities...	923,941		833,559	923,941
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		3,366,010
b	Gross sales price for all assets on line 6a 10,791,988
7	Capital gain net income (from Part IV, line 2)...			3,366,010
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........	4,297,349		4,206,967	931,339
13	Compensation of officers, directors, trustees, etc.	5,200		5,200
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	1,575	1,575
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	18,640	18,640
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	3,939	3,939
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......	326		326
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	577	577
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	30,257		30,257		0
25	Contributions, gifts, grants paid.......	4,020,000				4,020,000
26	Total expenses and disbursements. Add lines 24 and 25	4,050,257		30,257		4,020,000
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	247,092
b	Net investment income (if negative, enter -0-)			4,176,710
c	Adjusted net income (if negative, enter -0-)...				931,339

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	497,182	172,475	172,475
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	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).......	45,683,266	List of Attached Documents: // Content 46,238,821	88,725,440
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	46,180,448	46,411,296	88,897,915
	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 )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........	46,180,448	46,411,296
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		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).....	46,180,448	46,411,296
	30	Total liabilities and net assets/fund balances (see instructions).	46,180,448	46,411,296

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

		(a) Corpus	(d) 2023
1 Distributable amount for 2023 from Part X, line 7			4,092,078
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......	30,157
b From 2019......	61,770
c From 2020......
d From 2021......	135,994
e From 2022......
f Total of lines 3a through e ........		227,921
4Qualifying distributions for 2023 from Part
XI, line 4: $ 4,020,000
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)........
d Applied to 2023 distributable amount.....			4,020,000
e Remaining amount distributed out of corpus
5 Excess distributions carryover applied to 2023.		72,078	72,078
(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		155,843
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 ......		155,843
10 Analysis of line 9:
a Excess from 2019....	19,849
b Excess from 2020....
c Excess from 2021....	135,994
d Excess from 2022....
e Excess from 2023....

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	(e) Total

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

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			-1,538
b			380,398
c			1,564
d			632,462
e			3,772
			76,713
			-809
			149,323
			-3,187
			829,661
			-3,840
			-155,498
			-70,132
			13,071
			56,251

			113,373

			4
			-4,664
			-26,417
			225,330
			-47,403
			-30,809


(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...................

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1	N/A
2


All other program-related investments. See instructions.
3

bApproved for future payment

Total ................................. 3b

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	(e) Related or exempt function income (See instructions.)
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	7,398
4 Dividends and interest from securities ....			14	923,941
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	1,228,385	2,137,625
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) ..				2,159,724	2,137,625

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

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

Line No.	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.)

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

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