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
UTAH ACADEMY OF SCIENCES ARTS & LETTERS
 
Number and street (or P.O. box number if mail is not delivered to street address)1415 EDVALSON ST DEPT 2503
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
OGDEN, UT84408
A Employer identification number

87-0254950
B Telephone number (see instructions)

(801) 626-6592
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$4,460,687J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 21,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments 24 24  
4 Dividends and interest from securities... 85,005 85,005  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 35,307
b Gross sales price for all assets on line 6a 498,131
7 Capital gain net income (from Part IV, line 2)... 35,307
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
5,593 0  
12 Total. Add lines 1 through 11........ 146,929 120,336  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 26,500 0   26,500
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,100 1,050   1,050
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
48,983 27,429   21,554
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 77,583 28,479   49,104
25 Contributions, gifts, grants paid....... 160,000 160,000
26 Total expenses and disbursements. Add lines 24 and 25 237,583 28,479   209,104
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -90,654
b Net investment income (if negative, enter -0-) 91,857
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............. 67,820 82,840 82,840
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 240,512 0 0
b Investments—corporate stock (attach schedule)....... 3,103,390 Click to see attachment
List of Attached Documents:
// Content
3,697,920 		3,697,920
c Investments—corporate bonds (attach schedule)....... 397,186 Click to see attachment
List of Attached Documents:
// Content
392,726 		392,726
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).......... 223,977 Click to see attachment
List of Attached Documents:
// Content
287,201 		287,201
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) 4,032,885 4,460,687 4,460,687
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 4,032,885 4,460,687
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 4,032,885 4,460,687
30 Total liabilities and net assets/fund balances (see instructions). 4,032,885 4,460,687
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
4,032,885
2
Enter amount from Part I, line 27a .....................
2
-90,654
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
518,456
4
Add lines 1, 2, and 3 ..........................
4
4,460,687
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
4,460,687
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 RAYMOND JAMES - AX567 P 2023-10-24 2023-12-31
b RAYMOND JAMES - AX567 P 2022-01-01 2023-12-31
c RAYMOND JAMES - PL266 P 2023-11-16 2023-12-31
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 391,788   356,312 35,476
b 41,371   38,660 2,711
c 64,972   67,852 -2,880
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       35,476
b       2,711
c       -2,880
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 35,307
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 1,277
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 1,277
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 1,277
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 8,967
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 8,967
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 7,690
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow7,690 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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowUT
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
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
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowUTAHACADEMY.ORG
14
The books are in care ofright arrowRYAN BOAM Telephone no.right arrow (801) 626-6952

Located atright arrow1415 EDVALSON ST DEPT 2503ODGENUT ZIP+4right arrow84408
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
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
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
ANGELA BANCHERO-KELLEHER PRESIDENT
1.00 		0 0 0
800 W UNIVERSITY PARKWAY
OREM,UT84058
COLLEEN BOAM SECRETARY
1.00 		10,000 0 0
3848 HARRISON BLVD
OGDEN,UT84408
RYAN BOAM TREASURER
1.00 		5,000 0 0
3848 HARRISON BLVD
OGDEN,UT84408
KEITH LAWRENCE PRESIDENT-ELECT
0.10 		0 0 0
BRIGHAM YOUNG UNIVERSITY
PROVO,UT84602
DANIEL POOLE MEMBER AT LARGE
1.00 		0 0 0
4600 S REDWOOD RD
SALT LAKE CITY,UT84115
DANIEL CLARK BIOLOGICAL SCIENCES CHAIR
0.10 		0 0 0
3848 HARRISON BLVD
OGDEN,UT84408
ALI SIAHPUSH ENGINEERING CHAIR
0.10 		0 0 0
351 WEST UNIVERSITY BLVD
CEDAR CITY,UT84720
KRISTIN KRAUS JOURNAL EDITOR
1.00 		9,000 0 0
201 PRESIDENTS CIRCLE
SALT LAKE CITY,UT84132
JACQUE WESTOVER POSTER SESSION CHAIR
0.10 		0 0 0
800 W UNIVERSITY PARKWAY
OREM,UT84058
EMILY PUTNAM SOCIAL SCIENCES CHAIR
0.10 		0 0 0
4600 S REDWOOD RD
SALT LAKE CITY,UT84123
VERN HART TECHNOLOGY OFFICER
0.10 		2,500 0 0
800 W UNIVERSITY PARKWAY
OREM,UT84058
TRACY FAWNS KINESIOLOGY AND HEALTH SCIENCES CHAIR
0.10 		0 0 0
225 S UNIVERSITY AVE
ST GEORGE,UT84770
JIM GODFREY ARTS CHAIR
0.10 		0 0 0
800 W UNIVERSITY PARKWAY
OREM,UT84058
THOMAS TERRY HUMANITIES, PHILOSOPHY, AND FOREIGN LA
0.10 		0 0 0
160 OLD MAIN HILL
LOGAN,UT84322
RACHEL KELLER MEMBER AT LARGE
0.10 		0 0 0
150 COLLEGE AVE
EPHRAIM,UT84627
TAOWEN LE BUSINESS CHAIR
0.10 		0 0 0
1415 EDVALSON
OGDEN,UT84408
DOUG STUMP EDUCATION CHAIR
0.10 		0 0 0
351 WEST UNIVERSITY BLVD
CEDAR CITY,UT84720
MICHAEL TAYLOR LANGUAGE & LITERATURE CHAIR
0.10 		0 0 0
BRIGHAM YOUNG UNIVERSITY
PROVO,UT84602
MARIA J RODRIGUEZ PHYSICAL SCIENCES CHAIR
0.10 		0 0 0
BRIGHAM YOUNG UNIVERSITY
PROVO,UT84602
COCO JAMES MEMBER AT LARGE
0.10 		0 0 0
201 PRESIDENTS CIRCLE
SALT LAKE CITY,UT84123
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
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (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
4,100,700
b
Average of monthly cash balances.......................
1b
163,884
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
4,264,584
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
4,264,584
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
63,969
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,200,615
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
210,031
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
210,031
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,277
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,277
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
208,754
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
208,754
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
208,754
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
209,104
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
209,104
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 7 208,754
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 175,728
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 209,104
a Applied to 2022, but not more than line 2a 175,728
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..... 33,376
e Remaining amount distributed out of corpus 0
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 0
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 .......... 		175,378
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) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

BRIGHAM YOUNG UNIVERSITY

A-209 ASB
PROVO,UT84602 		NONE PC SCHOLARSHIPS AND UNDERGRADUATE RESEARCH 16,000

SALT LAKE COMMUNITY COLLEGE

4600 S REDWOOD RD
SALT LAKE CITY,UT84123 		NONE PC SCHOLARSHIPS AND UNDERGRADUATE RESEARCH 16,000

SNOW COLLEGE

150 COLLEGE AVE E
EPHRAIM,UT84627 		NONE PC SCHOLARSHIPS AND UNDERGRADUATE RESEARCH 16,000

SOUTHERN UTAH UNIVERSITY

351 W UNIVERSITY BLVD
CEDAR CITY,UT84720 		NONE PC SCHOLARSHIPS AND UNDERGRADUATE RESEARCH 16,000

UNIVERSITY OF UTAH

201 PRESIDENTS CIR
SALT LAKE CITY,UT84112 		NONE PC SCHOLARSHIPS AND UNDERGRADUATE RESEARCH 16,000

UTAH STATE UNIVERSITY

1425 OLD MAIN HILL
LOGAN,UT84322 		NONE PC SCHOLARSHIPS AND UNDERGRADUATE RESEARCH 16,000

UTAH TECH UNIVERSITY

225 S UNIVERSITY AVE
ST GEORGE,UT84770 		NONE PC SCHOLARSHIPS AND UNDERGRADUATE RESEARCH 16,000

UTAH VALLEY STATE UNIVERSITY

800 W UNIVERSITY PKWY
OREM,UT84058 		NONE PC SCHOLARSHIPS AND UNDERGRADUATE RESEARCH 16,000

WEBER STATE UNIVERSITY

3848 HARRISON BLVD
OGDEN,UT84408 		NONE PC SCHOLARSHIPS AND UNDERGRADUATE RESEARCH 16,000

WESTMINSTER COLLEGE

1840 S 1300 E
SALT LAKE CITY,UT84105 		NONE PC SCHOLARSHIPS AND UNDERGRADUATE RESEARCH 16,000
Total .................................right arrow 3a 160,000
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 ........... 		    14 24  
4 Dividends and interest from securities ....     14 85,005  
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 35,307  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aANNUAL CONFERENCE 		        5,593
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 120,336 5,593
13Total. Add line 12, columns (b), (d), and (e)..................
13
125,929
(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.)
1 ANNUAL CONFERENCE
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
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
UTAH ACADEMY OF SCIENCES ARTS & LETTERS
 
Employer identification number

87-0254950
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
UTAH ACADEMY OF SCIENCES ARTS & LETTERS
  		Employer identification number
87-0254950
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
BYU
ASB CAMPUS DR
 
PROVO, UT84602

$ 5,000


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
UTAH ACADEMY OF SCIENCES ARTS & LETTERS
  		Employer identification number

87-0254950
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
UTAH ACADEMY OF SCIENCES ARTS & LETTERS
  		Employer identification number

87-0254950
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
UTAH ACADEMY OF SCIENCES ARTS & LETTERS
EIN:
87-0254950
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PROFESSIONAL FEES 2,100 1,050   1,050

TY 2023 InvestmentsCorpBondsSchedule
Name:
UTAH ACADEMY OF SCIENCES ARTS & LETTERS
EIN:
87-0254950
Name of Bond End of Year Book Value End of Year Fair Market Value
GOLDMAN SACHS GROUP, INC MTN STEPPED CPN 98,383 98,383
MORGAN STANLEY FINANCE 98,453 98,453
NATIONAL RURAL UTILITIES 98,392 98,392
SOUTHERN COMPANY GAS 97,498 97,498

TY 2023 InvestmentsCorpStockSchedule
Name:
UTAH ACADEMY OF SCIENCES ARTS & LETTERS
EIN:
87-0254950
Name of Stock End of Year Book Value End of Year Fair Market Value
31 GROUP PLC UNSPONSORD ADR (UNITED KINGDOM) (TGOPY) 4,027 4,027
ABBVIE INCORPORATED (ABBV) 465 465
ACCENTURE PLC IRELAND SHS CLASS A (IRELAND) (ACN) 23,511 23,511
ADOBE INCORPORATED (ADBE) 597 597
AIA GROUP LIMITED SPONSORED ADR (HONG KONG) (AAGIY) 14,397 14,397
AIR PRODUCTS & CHEMICALS INCORPORATED (APO) 28,749 28,749
AIRBUS SE UNSPONSORED ADR(NETHERLANDS) (EADSY) 14,128 14,128
ALCON AG ORD SHS (SWITZERLAND) (ALC) 19,764 19,764
ALLEGION PLC ORD SHS (IRELAND) (ALLE) 29,772 29,772
ALLSTATE CORPORATION 25,896 25,896
ALPHABET INCORPORATED CAP STK CLASS A (GOOGL) 35,342 35,342
ALPHABET INCORPORATED CAP STK CLASS C (GOOG) 705 705
AMADEUS IT GROUPS A UNSPONSORED ADS (SPAIN) 17,918 17,918
AMAZON COM INCORPORATED (AMZN) 41,480 41,480
AMERICAN FUNDS SMALLCAP WORLD FUND CL F2 N/L (SMCFX) 1,699 1,699
ANSYS INCORPORATED (ANSS) 41,005 41,005
APA CORPORATION (APA) 1,686 1,686
APPLE INCORPORATED (AAPL) 34,655 34,655
ARGENX SE SPONSORED ADR (NETHERLANDS) (ARGX) 10,652 10,652
ASML HOLDING N V N Y REGISTRY SHS (NETHERLANDS) (ASML 34,061 34,061
ASPEN TECHNOLOGY INCORPORATED (AZPN) 33,463 33,463
ASTRAZENECA PLC SPONSORED ADR (UNITED KINGDOM) (AZN) 24,381 24,381
ATLAS COPCO AB SP ADR A NEW (SWEDEN) (ATLKY) 15,637 15,637
BECTON DICKINSON & COMPANY (BDX) 24,139 24,139
BENTLEY SYSTEMS INCORPORATED COM CLASS B (BSY) 49,049 49,049
BERKLEY W R CORPORATION (WRB) 34,653 34,653
BEST BUY INCORPORATED (BBY) 26,224 26,224
BLACKROCK INCORPORATED (BLK) 27,601 27,601
BLACKSTONE INCORPORATED (BX) 35,610 35,610
BRAMBLES LIMITED SPONSORED ADR (AUSTRALIA) (BXBLY) 11,359 11,359
BRIGHT HORIZONS FAM SOL IN DEL (BFAM) 23,560 23,560
BROADCOM INCORPORATED (AVGO) 66,975 66,975
CANADIAN PAC RY LIMITED (CANADA) (CP) 23,639 23,639
CHARLES RIV LABS INTERNATIONAL INCORPORATED (CRL) 35,224 35,224
CHEMED CORPORATION NEW (CHE) 28,653 28,653
CHEVRON CORPORATION NEW 20,137 20,137
CHOICE HOTELS INTERNATIONAL INCORPORATED (CHH) 21,754 21,754
CHUBB LIMITED CLASSA M (SWITZERLAND) (CB) 33,674 33,674
CISCO SYSTEMS INCORPORATED (CSCO) 34,404 34,404
CME GROUP INCORPORATED 37,697 37,697
COCA COLA COMPANY (KO) 24,279 24,279
COLUMBIA OVERSEAS VALUE FUND INSTL CL N/L (COSZX) 1,633 1,633
COMCAST CORPORATION NEW CLASS A (CMCSA) 39,377 39,377
COMPASS GROUP PLC SPONSORED ADR (UNITED KINGDOM) (CMPGY) 9,684 9,684
COMPUTERSHARE LIMITED SPONSORED ADR (AUSTRALIA) (CMSQY) 6,025 6,025
COOPER COMPANIES INCORPORATED COM NEW (COO) 44,277 44,277
CRH PLC ORD (IRELAND) (CRH) 19,780 19,780
DAIICHI SANKYO COMPANY LIMITED SPON ADR LEV 1 (JAPAN) (DSNKY) 16,726 16,726
DARDEN RESTAURANTS INCORPORATED (DRI) 21,852 21,852
DAVITA INCORPORATED (DVA) 838 838
DEERE & COMPANY (DE) 400 400
DEUTSCHE BOERSE AG UNSPONSORED ADR (GERMANY) (DBOEY) 20,664 20,664
DEUTSCHE TELEKOM AG SPONSORED ADS (GERMANY) (DTEGY) 26,092 26,092
DEVON ENERGY CORPORATION NEW (DVN) 10,238 10,238
DIAGEO PLC SPON ADR NEW (UNITED KINGDOM) (DEO) 15,586 15,586
DIGITALBRIDGE GROUP INCORPORATED CLASS A NEW (DBRG) 509 509
DOLBY LABORATORIES INCORPORATED COM CLASS A (DLB) 31,197 31,197
EATON CORPORATION PLC SHS (IRELAND) (ETN) 46,237 46,237
EDENRED S A UNSPONSORD ADR (FRANCE) (EDPFY) 2,123 2,123
EDP ENERGIAS DE PORTUGAL SA SPONSORED ADR (PORTUGAL) (EDPFY) 23,548 23,548
EDWARDS LIFESCIENCES CORPORATION (EW) 20,893 20,893
ELI LILLY & COMPANY (LLY) 583 583
EOG RES INCORPORATED (EOG) 1,210 1,210
EQUIFAX INCORPORATED (EFX) 37,588 37,588
ESSILOR LUXOTTICA UNSPONSORED ADR (FRANCE) (ESLOY) 16,650 16,650
EXPONENT INCORPORATED (EXPO) 27,204 27,204
FAIR ISAAC CORPORATION (FICO) 26,772 26,772
FISERV INCORPORATED (FISV) 19,660 19,660
FRANKLIN SMALL CAP GROWTH FUND ADVISOR CL N/L (FSSAX) 1,784 1,784
GIVAUDAN SA ADR (SWITZERLAND) (GVDNY) 14,240 14,240
GOLDMAN SACHS GQG PARTNERS INTL OPPORS FD INVSTR CL N/L (GSINX) 2,515 2,515
GOLDMAN SACHS GROUP INCORPORATED (GS) 25,075 25,075
HALEON PLC SPON ADS (UNITED KINGDOM) (HLN) 16,945 16,945
HALLIBURTON COMPANY (HAL) 35,715 35,715
HENRY JACK & ASSOC INCORPORATED (JKHY) 32,028 32,028
HOME DEPOT INCORPORATED (HD) 58,914 58,914
HONEYWELL INTERNATIONAL INCORPORATED (HON) 628 628
HONG KONG EXCHANGES & CLEARING UNSPONSORED ADR (HONG KONG) (HKXCY) 9,300 9,300
HOYA CORPORATION SPONSORED ADR (JAPAN) (HOCPY) 14,252 14,252
IBERDROLA SA SPON ADR (SPAIN) (IBDRY) 9,755 9,755
INDUSTRIA DE DISENO TEXTIL IND UNSPONSORD ADR 29,770 29,770
INTERACTIVE BROKERS GROUP INCORPORATED COM CLASS A (IBKR) 25,036 25,036
INTERCONTINENTAL EXCHANGE INCORPORATED (ICE) 36,474 36,474
INTERNATIONAL BUSINESS MACHINES (IBM) 13,248 13,248
INTESA SANPAOLO SP A SPONSORED ADR (ITALY) (ISNPY) 12,440 12,440
INVESCO EQUALLY WEIGHTED S & P 500 FUND CL Y N/L (VADDX) 1,071 1,071
INVESCO QQQ TR (QQQ) 1,229 1,229
IQVIA HLDGS INCORPORATED (IQV) 31,005 31,005
JOHNSON & JOHNSON (JNJ) 29,624 29,624
JOHNSON CONTROLS INTERNATIONAL PLC SHS (IRELAND) (JCI) 12,796 12,796
JPMORGAN CHASE & COMPANY (JPM) 102,740 102,740
KERING S A UNSPONSORED ADR (FRANCE) (PPRUY) 9,432 9,432
KEYSIGHT TECHNOLOGIES INCORPORATED (KEYS) 22,273 22,273
L OREAL COMPANY ADR (FRANCE) (LRLCY) 19,913 19,913
L3HARRIS TECHNOLOGIES INCORPORATED (LHX) 23,379 23,379
LAUDER ESTEE COMPANIES INCORPORATED CLASS A (EL) 15,503 15,503
LCI INDUSTRIES (LCII) 9,177 9,177
LEGRAND S A UNSPONSORED ADR (FRANCE) (LGRDY) 12,869 12,869
LENNOX INTERNATIONAL INCORPORATED (LII) 42,962 42,962
LINDE PLC SHS (IRELAND) (LIN) 21,768 21,768
LOCKHEED MARTIN CORPORATION (LMT) 453 453
LONDON STK EXCHANGE GROUP UNSPONSORED ADR (UNITED KINGDOM) (LNSTY) 36,295 36,295
LPL FINL HLDGS INCORPORATED (LPLA) 35,964 35,964
LVMH MOET HENNESSY LOU VUITTON ADR (FRANCE) (LVMUY) 32,253 32,253
LYONDELLBASELL INDUSTRIES N V SHS-A- (NETHERLANDS) (LYB) 285 285
MARATHON PETE CORPORATION (MPC) 39,019 39,019
MASTERCARD INCORPORATED CLASS A (MA) 427 427
MCDONALDS CORPORATION (MCD) 890 890
MCKESSON COROPRATION (MCK) 463 463
MEDTRONIC PLC SHS (IRELAND) (MDT) 33,858 33,858
MERCK & COMPANY INCORPORATED (MRI<) 32,270 32,270
META PLATFORMS INCORPORATED CLASS A (META) 13,450 13,450
MFS INTERNATIONAL DIVERSIFICATION FD CL I N/L (MDIJX) 1,613 1,613
MICROCHIP TECHNOLOGY INCOROPRATED (MCHP) 4,780 4,780
MICROSOFT CORPORATION (MSFT) 77,464 77,464
MONOTARO COMPANY LIMITED UNSPONSORD ADR (JAPAN) (MONOY) 2,686 2,686
MOTOROLA SOLUTIONS INCORPORATED COM NEW (MSI) 25,986 25,986
NESTLE S A SPONSORED ADR (SWITZERLAND) (NSRGY) 34,989 34,989
NICE LIMITED SPONSORED ADR (ISRAEL) (NICE) 8,180 8,180
NOMURA RESEARCH INSTITUTE LIMITED ADR NEW (JAPAN) (NRILY) 6,720 6,720
NORDSON CORPORATION (NDSN) 43,058 43,058
NORTHROP GROMMAN CORPORATION (NOC) 468 468
NOVO-NORDISK AS ADR (DENMARK) (NVO) 47,173 47,173
NXP SEMICONDUCTORS NV (NETHER;AMDS) (MX[O) 29,169 29,169
OAKMARK GLOBAL SELECT FUND INVESTOR CL N/L (OAKWX) 1,625 1,625
OLYMPUS CORPORATION SPONSORED ADR (JAPAN) (OCPNY) 16,761 16,761
ONEOK INCOROPRATION NEW (OKE) 772 772
PEPSICO INCORPORATED (PEP) 849 849
PFIZER INCORPORATED (PFE) 14,942 14,942
PIONEER NAT RES COMPANY (PXD) 7,196 7,196
POOL CORPORATION (POOL) 48,244 48,244
PROCTER AND GAMBLE COMPANY (PG) 25,938 25,938
RELX PLC SPONSORED ADR (UNITED KINGDOM) (RELX) 19,433 19,433
RENTOKIL INITIAL PLC SPONSORED ADR (UNITED KINGDOM) (RTO) 14,706 14,706
RIO TINTO PLC SPONSORED ADR (UNITED KINGDOM) (RIO) 372 372
ROLLINS INCORPORATED (ROL) 32,316 32,316
S&P GLOBAL INCORPORATED (SPGI) 30,396 30,396
SAFRAN SPON ADR (FRANCE) (SAFRY) 22,195 22,195
SAIA INCORPORATED (SAIA) 29,361 29,361
SALESFORCE INCORPORATED (CRM) 43,418 43,418
SANDVIK AB ADR (SWEDEN) (SDVKY) 4,805 4,805
SAP SE SPON ADR (GERMANY) (SAP) 29,527 29,527
SCOTTS MIRACLE-GRO COMPANY CLASS A (SMG) 19,890 19,890
SHISEIDO COMPANY LIMITED SPONSORED ADR (JAPAN) (SSDOY) 8,867 8,867
SHOPIFY INCORPORATED CLASS A (CANADA) (SHOP) 11,218 11,218
SITEONE LANDSCAPE SUPPLY INCORPORATED (SITE) 28,275 28,275
SMC CORPORATION JAPAN SPONSORED ADR (JAPAN) (SMCAY) 14,670 14,670
SONY GROUP CORPORATION SPONSORED ADR (JAPAN) (SONY) 27,460 27,460
STERIS PLC SHS USD (IRELAND) (STE) 22,425 22,425
STRAUMANN HOLDING AG ADR (SWITZERLAND) (SAUHY) 10,504 10,504
SUNCOR ENERGY INCORPORATED NEW (CANADA) (SU) 16,469 16,469
TARGET CORPORATION (TGT) 21,790 21,790
TELEDYNE TECHNOLOGIES INCORPORATED (TOY) 28,563 28,563
TERADYNE INCORPORATED (TER) 35,160 35,160
THE CIGNA GROUP (CI) 599 599
THOMSON REUTERS CORPORATION. COM NEW (CANADA) (TRI) 16,669 16,669
THOR INDUSTRIES INCORPORATED (THO) 28,735 28,735
TJX COMPANIES INCORPORATED NEW (TJX) 28,518 28,518
TOKYO ELECTRON LIMITED UNSPON ADR (JAPAN) (TOELY) 30,185 30,185
TRANE TECHNOLOGIES PLC 33,658 33,658
UNION PAC CORPORATION (UNP) 26,281 26,281
UNITED PARCEL SERVICE INCORPORATED CLASS B (UPS) 21,855 21,855
UNITEDHEALTH GROUP INCORPORATED (UNH) 23,691 23,691
VERIZON COMMUNICATIONS INCORPORATED (VZ) 32,083 32,083
VISA INCORPORATED COM 34,887 34,887
WALMART INCORPORATED (WMT) 32,791 32,791
WATSCO INCORPORATED (WSO) 38,134 38,134
ZEBRA TECHNOLOGIES CORPORATION CLASS A (ZBRA) 30,066 30,066
ZURN ELKAY WATER SOLNS CORPORATION (ZWS) 29,881 29,881

TY 2023 InvestmentsOtherSchedule2
Name:
UTAH ACADEMY OF SCIENCES ARTS & LETTERS
EIN:
87-0254950
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
AMERICAN EXPRESS CD FMV 99,771 99,771
BLACKSTONE REIT INCORPORATED COM CLASS I REIT (ZBREIX) FMV 100,390 100,390
FIRST TRUST NASDAQ CEA CYBERSECURITY ETF (CIBR) FMV 754 754
FIRST TRUST WATER ETF (FIW) FMV 379 379
ISHARES INCORPORATED CORE MSCI EMKT (IEMG) FMV 759 759
ISHARES TR MSCI EAFE ETF (EFA) FMV 1,507 1,507
ISHARES TR S&P 500 VAL ETF (IVE) FMV 522 522
PUBLIC STORAGE REIT (PSA) FMV 25,620 25,620
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST (DIA) FMV 754 754
SPDR S&P 500 ETF (SPY) FMV 1,426 1,426
SPDR S&P MIDCAP 400 ETF TRUST (MDY) FMV 507 507
VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) FMV 1,772 1,772
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW (VOO) FMV 437 437
VANGUARD MID-CAP ETF (VO) FMV 1,628 1,628
VANGUARD TOTAL WORLD STOCK ETF (VT) FMV 1,955 1,955
WELLS FARGO BANK CD FMV 49,020 49,020

TY 2023 OtherExpensesSchedule
Name:
UTAH ACADEMY OF SCIENCES ARTS & LETTERS
EIN:
87-0254950
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
AWARDS 4,072 0   4,072
BANK FEES 2,920 1,460   1,460
INSURANCE 799 0   799
OFFICE EXPENSE 1,779 0   1,779
JOURNAL 2,566 0   2,566
CONFERENCE 6,411 0   6,411
TRAVEL 3,533 0   3,533
MANAGEMENT FEES 25,969 25,969   0
SERVICES 774 0   774
REGISTRATIONS 160 0   160


TY 2023 OtherIncomeSchedule2
Name:
UTAH ACADEMY OF SCIENCES ARTS & LETTERS
EIN:
87-0254950
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ANNUAL CONFERENCE 5,593   5,593


TY 2023 OtherIncreasesSchedule
Name:
UTAH ACADEMY OF SCIENCES ARTS & LETTERS
EIN:
87-0254950
Description Amount
UNREALIZED GAIN 518,456