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
THE ZIONS BANCORPORATION FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)ONE SOUTH MAIN STREET 15TH FL
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SALT LAKE CITY, UT841331109
A Employer identification number

84-1411938
B Telephone number (see instructions)

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

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$42,232,487J 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)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 983,374 983,374  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -400,490
b Gross sales price for all assets on line 6a 6,868,094
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
-1,760 1,457 0
12 Total. Add lines 1 through 11........ 581,124 984,831 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
4,100 4,100 0 0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
28,510 28,510 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
23,135 23,135 0 0
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
15,646 3,146 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 71,391 58,891 0 0
25 Contributions, gifts, grants paid....... 2,169,238 2,169,238
26 Total expenses and disbursements. Add lines 24 and 25 2,240,629 58,891 0 2,169,238
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,659,505
b Net investment income (if negative, enter -0-) 925,940
c Adjusted net income (if negative, enter -0-)... 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............. 46,733 26,818 26,818
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
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).......... 44,410,625 Click to see attachment
List of Attached Documents:
// Content
42,771,035 		42,205,669
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) 44,457,358 42,797,853 42,232,487
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........... 44,457,358 42,797,853
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)..... 44,457,358 42,797,853
30 Total liabilities and net assets/fund balances (see instructions). 44,457,358 42,797,853
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
44,457,358
2
Enter amount from Part I, line 27a .....................
2
-1,659,505
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
42,797,853
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
42,797,853
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 PUBLICLY TRADED SECURITIES, SALES OF      
b PUBLICLY TRADED SECURITIES, MUTUAL FUND CAP GAIN      
c HIGHLAND CRUSADER FUND LP DISTRIBUTION D 2019-12-31 2023-03-30
d FOUNDATION ENERGY FUND II, LLC DISTRIBUTION D 2021-09-29 2023-12-31
e CROSS CREEK CAPITAL, LP DISTRIBUTION D 2022-06-30 2023-12-29
ADR TERMINATIONS P 2022-07-01 2023-12-31
FLUKE VENTURE PARTNERS II, LP DISTRIBUTION D 2022-06-30 2023-03-15
(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 6,265,793   7,043,402 -777,609
b 168,225     168,225
c 23,003     23,003
d 784     784
e 17,385     17,385
156,128     156,128
236,776   225,182 11,594
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       -777,609
b       168,225
c       23,003
d       784
e       17,385
      156,128
      11,594
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 -400,490
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 11,594
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 12,871
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 12,871
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 12,871
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 37,878
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 60,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 97,878
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 85,007
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow85,007 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
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowSHAWN JENSEN Telephone no.right arrow (801) 844-7633

Located atright arrowONE SOUTH MAIN STREET 15TH FLSALT LAKE CITYUT ZIP+4right arrow841331109
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
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
Yes
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
HARRIS SIMMONS TRUSTEE/PRESIDENT
1.00 		0 0 0
ONE SOUTH MAIN ST 15TH FL
SALT LAKE CITY,UT84133
PAUL BURDISS TRUSTEE
1.00 		0 0 0
ONE SOUTH MAIN ST 15TH FL
SALT LAKE CITY,UT84133
REBECCA ROBINSON TRUSTEE
1.00 		0 0 0
ONE SOUTH MAIN ST 15TH FL
SALT LAKE CITY,UT84133
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (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
40,059,255
b
Average of monthly cash balances.......................
1b
112,273
c
Fair market value of all other assets (see instructions)................
1c
425,378
d
Total (add lines 1a, b, and c).........................
1d
40,596,906
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
40,596,906
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
608,954
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
39,987,952
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,999,398
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
1,999,398
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
12,871
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
12,871
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,986,527
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,986,527
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
1,986,527
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
2,169,238
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
2,169,238
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 1,986,527
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...... 2,064,021
b From 2019...... 2,663,582
c From 2020...... 2,595,560
d From 2021...... 379,897
e From 2022...... 22,126
f Total of lines 3a through e ........ 7,725,186
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 2,169,238
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..... 1,986,527
e Remaining amount distributed out of corpus 182,711
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 7,907,897
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) ... 		2,064,021
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		5,843,876
10 Analysis of line 9:
a Excess from 2019.... 2,663,582
b Excess from 2020.... 2,595,560
c Excess from 2021.... 379,897
d Excess from 2022.... 22,126
e Excess from 2023.... 182,711
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

AVENUE COMMUNITY DEVELOPMENT CORPORATION

3517 IRVINGTON BLVD
HOUSTON,TX77009 		  PC SUPPORT AFFORDABLE HOUSING 4,700

ANGEL REACH

900 W DALLAS
CONROE,TX77301 		  PC HELP AT-RISK CHILDREN 1,750

BOOKS BETWEEN KIDS

PO BOX 25072
HOUSTON,TX77265 		  PC SUPPORT HOME LIBRARIES 3,500

BROOKWOOD COMMUNITY INC

1752 FM 1489
BROOKSHIRE,TX77423 		  PC SUPPORT VOCATIONAL COMMUNITY FOR ADULTS WITH DISABILITIES 3,040

COVENANT COMMUNITY CAPITAL CORPORATION

3300 LYONS AVE
HOUSTON,TX77020 		  PC SUPPORT FINANCIAL EDUCATION 1,500

CREDIT COALITION

3300 LYONS AVE
HOUSTON,TX77020 		  PC PROVDE FINANCIAL AND HOMEBUYER EDUCATION 3,000

CY-FAIR EDUCATIONAL FOUNDATION

11803 GRANT RD
CYPRESS,TX77429 		  PC PROVIDE HIGHER EDUCATION OPPORTUNITIES 2,000

FIFTH WARD COMMUNITY REDEVELOPMENT

4300 LYONS AVE
HOUSTON,TX77020 		  PC SUPPORT AFFORDABLE HOUSING 1,500

LIFTFUND CENTRAL TX

2007 W MARTIN
SAN ANTONIO,TX78207 		  PC DONATION TO SUPPORT FINANCIAL EDUCATION 5,000

PRISON ENTREPRENEURSHIP PROGRAM

6501 NAVIGATION BLVD
HOUSTON,TX77011 		  PC FINANCIAL EDUCATION FOR RETURNING CITIZENS 3,000

PROUNITAS

1801 MAIN ST
HOUSTON,TX77002 		  PC SUPPORT ADOPT-A-SCHOOL PROGRAM 2,500

WASTE NOT WANT NOT

3917 W DAVIS ST
CONROE,TX77304 		  PC SUPPORT FOOD DELIVERY 1,750

DALLAS ARBORETUM AND BOTANICAL SOCIETY

8617 GARLAND RD
DALLAS,TX75218 		  PC SUPPORT THE ARBORETUM 5,000

UNITED WAY OF GREATER BAYTOWN AREA AND CHAMBERS COUNTY

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

UNITED WAY OF GREATER HOUSTON

50 WAUGH DR
HOUSTON,TX77007 		  PC IMPACT HUMAN SERVICES IN HOUSTON 95,000

SPIRIT GOLF ASSOCIATION

2441 HIGH TIMBERS
THE WOODLANDS,TX77380 		  PC BENEFIT HEALTH RELATED CAUSES AND AMATEUR GOLF 20,190

PRATHAM USA

9703 RICHMOND AVE
HOUSTON,TX77042 		  PC IMPROVE CHILD LITERACY 2,000

ARLINGTON CHARITIES INC

811 SECRETARY DR
ARLINGTON,TX76015 		  PC FIGHT HUNGER AND POVERTY WITH GROCERIES 1,000

BACK ON MY FEET

PO BOX 71536
PHILADELPHIA,PA19176 		  PC COMBAT HOMELESSNESS THROUGH THE POWER OF FITNESS 2,140

COMMUNITIES IN SCHOOLS OF HOUSTON INC

1111 N LOOP W
HOUSTON,TX77008 		  PC PROVIDE COUNSELING TO STUDENTS 1,500

CREDIT COALITION

3300 LYONS AVE
HOUSTON,TX77020 		  PC PROVDE FINANCIAL AND HOMEBUYER EDUCATION 2,000

HMG CARES FOUNDATION

1780 HUGHES LANDING BLVD
THE WOODLANDS,TX77380 		  PC OFFER FINANCIAL ASSITANCE TO TEAM MEMBERS 1,500

HOUSTON ARBORETUM & NATURE CENTER

4501 WOODWAY DR
HOUSTON,TX77024 		  PC SUPPORT THE ARBORETUM 2,100

HOUSTON BUSINESS DEVELOPMENT INC

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

HOUSTON MUSEUM OF NATURAL SCIENCE

5555 HERMANN PARK DR
HOUSTON,TX77030 		  PC SUPPORT THE MUSEUM 4,329

KIDS MEALS INC

330 GARDEN OAKS
HOUSTON,TX77018 		  PC SUPPORT DELIVERY OF FREE MEALS 1,500

LOCAL INITIATIVES SUPPORT CORPORATION

602 SAWYER ST
HOUSTON,TX77007 		  PC INVEST IN GROWTH OF AFFORDABLE HOUSING 1,000

PERFORMING ARTS HOUSTON

615 LOUISIANA ST
HOUSTON,TX77002 		  PC SUPPORT THE PERFORMING ARTS 2,500

PRISON ENTREPRENEURSHIP PROGRAM

6501 NAVIGATION BLVD
HOUSTON,TX77011 		  PC FINANCIAL EDUCATION FOR RETURNING CITIZENS 1,000

PRO-VISION INC

2656 S LOOP WEST
HOUSTON,TX77054 		  PC PROVIDE ACADEMIC, ECONOMIC OPPORTUNITIES FOR YOUNG PEOPLE 2,500

STAR OF HOPE MISSION

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

UNITED AGAINST HUMAN TRAFFICKING

PO BOX 541184
HOUSTON,TX77254 		  PC EMPOWERING SURVIVORS OF HUMAN TRAFFICKING 2,500

YES PREP PUBLIC SCHOOLS INC

5455 S LOOP FREEWAY
HOUSTON,TX77033 		  PC SUPPOT EDUCATION FOR LOW-INCOME COMMUNITIES 5,250

CHILDREN AT RISK INC

2900 WESLAYAN ST
HOUSTON,TX77027 		  PC SUPPORT RESEARCH TO UNDERSTAND THE NEEDS OF CHILDREN 1,000

COVENANT COMMUNITY CAPITAL CORPORATION

3300 LYONS AVE
HOUSTON,TX77020 		  PC SUPPORT FINANCIAL EDUCATION 1,000

FIFTH WARD COMMUNITY REDEVELOPMENT

4300 LYONS AVE
HOUSTON,TX77020 		  PC REVITALIZE HOUSTON'S FIFTH WARD 2,000

GREATER HOUSTON PARTNERSHIP FOUNDATION

701 AVENIDA DE LAS AMERICAS
HOUSTON,TX77010 		  PC COLLABORATE TO MAKE HOUSTON GREATER 25,000

MEXICAN INSTITUTE OF GREATER HOUSTON

4601 CAROLINE ST
HOUSTON,TX77004 		  PC PROVIDE BASIC COMPUTER-RELATED EDUCATION NEEDS 2,500

MONTGOMERY COUNTY WOMENS CENTER

1401 AIRPORT RD
CONROE,TX77301 		  PC HELP PEOPLE DEAL WITH DOMESTIC ABUSE 2,000

ONEGOAL

180 N WABASH AVE
CHICAGO,IL60601 		  PC PROVIDE POSTSECONDARY ACCESS 1,000

YELLOWSTONE ACADEMY INC

3000 TROLLEY ST
HOUSTON,TX77004 		  PC PROVIDE EDUCATION IN THE THIRD WARD 2,500

UNITED WAY OF GREATER HOUSTON

50 WAUGH DR
HOUSTON,TX77007 		  PC IMPACT HUMAN SERVICES IN HOUSTON 4,864

CANCARE INC

9575 KATY
HOUSTON,TX77024 		  PC PROVIDE SUPPORT TO THOSE WITH CANCER 1,000

HOUSTON PARKS BOARD

300 N POST OAK LN
HOUSTON,TX77024 		  PC IMPROVE HOUSTON'S GREENSPACES 7,500

SMALL STEPS NURTURING CENTER

2902 JENSEN DR
HOUSTON,TX77026 		  PC PROVIDE RESOURCES TO AT-RISK CHILDREN 7,250

FORT BEND FAMILY PROMISE

4645 CARTWRIGHT RD
MISSOURI CITY,TX77459 		  PC MEET NEEDS OF HOMELESS FAMILIES 1,500

HOUSTON FOOD BANK

535 PORTWALL ST
HOUSTON,TX77029 		  PC PROVIDE FOOD TO THOSE IN NEED 5,000

AVENUE COMMUNITY DEVELOPMENT CORP

3517 IRVINGTON BLVD
HOUSTON,TX77009 		  PC SUPPORT AFFORDABLE HOUSING 3,290

BEXAR COUNTY MEDICAL LIBRARY ASSOCIATION

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

BIG BROTHERS BIG SISTERS LONE STAR

1003 WASHINGTON AVE
HOUSTON,TX77002 		  PC SUPPORT MENTORING PROGRAMS 2,500

CASA DE ESPERANZA DE LOS NINOS INC

PO BOX 301209
HOUSTON,TX77230 		  PC BREAK THE CYCLE OF CHILD ABUSE AND NEGLECT 2,000

GOOD REASON HOUSTON INC

8 GREENWAY PLAZA
HOUSTON,TX77046 		  PC SUPPORT PUBLIC EDUCATION IN HOUSTON 3,500

GOODWILL INDUSTRIES OF HOUSTON

1140 WEST LOOP NORTH
HOUSTON,TX77055 		  PC PROVIDE EMPLOYMENT TO PEOPLE WITH DISABILITIES 1,500

HOUSTON CONTEMPORARY DANCE COMPANY

1320 HOUSTON AVE
HOUSTON,TX77007 		  PC PROVIDE PROFESSIONAL REPERATORY DANCE PERFORMANCES 2,700

JUST DO IT NOW INC

1619 MLK BLVD
WHARTON,TX77488 		  PC PROVIDE EDUCATION AND TRAINING TO YOUTH 750

MEMORIAL ASSISTANCE MINISTRIES INC

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

SAN JOSE CLINIC

PO BOX 2808
HOUSTON,TX77252 		  PC SERVE HOUSTON'S MOST VULNERABLE WITH QUALITY HEALTHCARE 500

SPRINGSPIRIT INC

8526 PITNER RD
HOUSTON,TX77080 		  PC PROVIDE YOUTH MENTORING 2,825

TEJANO CENTER FOR COMMUNITY CONCERNS INC

2950 BROADWAY ST
HOUSTON,TX77017 		  PC PROVIDE EARLY HEADSTART EDUCATION 1,000

THE HOBBY CENTER FOUNDATION

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

WITTE MUSEUM

3801 BROADWAY
SAN ANTONIO,TX78209 		  PC SUPPORT THE MUSEUM 5,500

1HOPE FOR KIDS INC

11550 W IH-10
SAN ANTONIO,TX78230 		  PC SUPPORT ADOPTION AND FOSTER CARE 3,000

BOYS AND GIRLS COUNTRY OF HOUSTON INC

18806 ROBERTS RD
HOCKLEY,TX77447 		  PC CHANGE THE LIVES OF CHILDREN 4,400

GIRL SCOUTS OF SAN JACINTO COUNCIL

3110 SOUTHWEST FWY
HOUSTON,TX77098 		  PC EMPOWER GIRLS 1,000

JEWISH FAMILY SERVICE

4131 S BRAESWOOD BLVD
HOUSTON,TX77025 		  PC PROVIDE BEHAVIORAL AND MENTAL HEALTH SERVICES 3,500

LINDA LORELLE SCHOLARSHIP FUND INC

5868 WESTHEIMER RD
HOUSTON,TX77057 		  PC PROVIDE COLLEGE SCHOLARSHIPS 1,000

MAGDALENA MINISTRIES INC

PO BOX 692041
SAN ANTONIO,TX78205 		  PC SUPPORT MAGDALENA HOUSE 1,000

PRO VISION INC

2656 S LOOP WEST
HOUSTON,TX77054 		  PC PROVIDE ACADEMIC, ECONOMIC OPPORTUNITIES FOR YOUNG PEOPLE 2,340

THE EAST END CHAMBER OF COMMERCE FOUNDATION

5311 CLINTON DR
HOUSTON,TX77020 		  PC SERVE EDUCATIONAL NEEDS OF HOUSTON'S EAST END 1,000

LEUKEMIA & LYMPHOMA SOCIETY INC

3 INTERNATIONAL DR
RYE BROOK,NY10573 		  PC FUND BLOOD CANCER RESEARCH 1,000

THE WOMENS RESOURCE OF GREATER HOUSTON

13100 NORTHWEST FWY
HOUSTON,TX77040 		  PC PROVIDE FINANCIAL EDUCATION 2,000

UNITED WAY OF METROPOLITAN DALLAS INC

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

UNITED WAY OF SAN ANTONIO & BEXAR COUNTY

700 S ALAMO ST
SAN ANTONIO,TX78251 		  PC IMPACT HUMAN SERVICES IN BEXAR COUNTY 10,000

UNITED WAY OF TARRANT COUNTY

201 N RUPERT ST
FORT WORTH,TX76164 		  PC IMPACT HUMAN SERVICES IN TARRANT COUNTY 5,000

BAY AREA HOMELESS SERVICES INC

PO BOX 4130
BAYTOWN,TX77522 		  PC SUPPORT THE HOMELESS 2,100

CENTER FOR HOUSTON'S FUTURE INC

701 AVENIDA DE LAS AMERICAS
HOUSTON,TX77010 		  PC SUPPORT IMMIGRANTS 2,250

HOUSTON MARITIME MUSEUM

2940 RIVERBY RD
HOUSTON,TX77020 		  PC SUPPORT THE MUSEUM 1,000

JUST DO IT NOW INC

1619 MLK BLVD
WHARTON,TX77488 		  PC PROVIDE EDUCATION AND TRAINING TO YOUTH 500

LIFTFUND INC

2014 S HACKBERRY ST
SAN ANTONIO,TX78210 		  PC HELP START UPS WITH FUNDING, TOOLS, AND RESOURCES 9,300

NORTHWEST ASSISTANCE MINISTRIES

15555 KUYKENDAHL RD
HOUSTON,TX77090 		  PC SUPPORT THE FOOD PANTRY 1,000

SAN JOSE CLINIC

2615 FANNIN ST
HOUSTON,TX77002 		  PC SERVE HOUSTON'S MOST VULNERABLE WITH QUALITY HEALTHCARE 500

TAPING FOR BLIND INC

3935 ESSEX LN
HOUSTON,TX77027 		  PC SUPPORT READING SERVICE PROGRAM 5,000

GK 1 WORLD FOUNDATION

14241 E FIRESTONE BLVD
LA MIRADA,TX90638 		  PC PROMOTE HEALTH AND WELLBEING 1,000

AMERICAN NATIONAL RED CROSS

2700 SOUTHWEST FWY
HOUSTON,TX77098 		  PC DISTRIBUTE LIFE-SAVING BLOOD PRODUCTS 5,000

BANGLADESH ASSOCIATION

13415 RENN RD
HOUSTON,TX77083 		  PC PROMOTE BENGALI CULTURE 900

THE BROOKWOOD COMMUNITY INC

1752 FARM TO MARKET 1489
BROOKSHIRE,TX77423 		  PC SUPPORT ADULTS WITH DISABILITIES 5,000

CASA JUAN DIEGO

PO BOX 70113
HOUSTON,TX77270 		  PC PROVIDE SERVICES TO IMMIGRANTS AND REFUGEES 2,500

CYCLE - CHANGING YOUNG CHILDRENS LIVES THRU EDUCATION

2200 LOUETTA RD
SPRING,TX77388 		  PC BICYCLES FOR YOUTH 1,350

CHILDREN'S FUND INC

5773 WOODWAY DR
HOUSTON,TX77057 		  PC PROVIDE MEDICAL AND SOCIAL CARE FOR NEEDY CHILDREN 3,100

COVENANT COMMUNITY CAPITAL CORPORATION

3300 LYONS AVE
HOUSTON,TX77020 		  PC SUPPORT FINANCIAL EDUCATION 1,000

CREDIT COALITION

3300 LYONS AVE
HOUSTON,TX77020 		  PC PROVDE FINANCIAL AND HOMEBUYER EDUCATION 2,750

THE HOBBY CENTER FOUNDATION

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

HOLOCAUST MUSEUM HOUSTON

5401 CAROLINE ST
HOUSTON,TX77004 		  PC SUPPORT THE MUSEUM 10,000

HOUSTON LIVESTOCK SHOW & RODEO

3 NRG PARK
HOUSTON,TX77054 		  PC PROMOTE AGRICULTURE 12,000

INTERFAITH MINISTRIES FOR GREATER HOUSTON

3303 MAIN ST
HOUSTON,TX77002 		  PC PROVIDE MEALS ON WHEELS 1,000

JDRF INTERNATIONAL

200 VESEY ST
NEW YORK,NY10281 		  PC HELP FIND A CURE FOR JUVENILE DIABETES 2,900

JEWISH FAMILY SERVICE

4131 S BRAESWOOD BLVD
HOUSTON,TX77025 		  PC PROVIDE BEHAVIORAL AND MENTAL HEALTH SERVICES 3,500

LEGACY COMMUNITY HEALTH SERVICES INC

PO BOX 66308
HOUSTON,TX77266 		  PC PROVIDE HEATLH SERVICES 4,000

MANNED SPACE FLIGHT EDUCATION FOUNDATION INC

1601 NASA PKWY
HOUSTON,TX77058 		  PC SUPPORT YOUTH EDUCATION 3,000

THEATRE UNDER THE STARS INC

800 BAGBY ST
HOUSTON,TX77002 		  PC ENRICH LIVES THROUGH MUSICAL THEATRE 1,270

TWELVE DAYS OF CHRISTMAS INC

1415 S VOSS RD
HOUSTON,TX77057 		  PC SUPPORT LITERACY IN THE HOUSTON COMMUNITY 1,000

LION GLOBAL FOUNDATION

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

CHILD CARE RESOURCE CENTER INC

20001 PRAIRIE ST
CHATSWORTH,CA91311 		  PC PROVIDE CHILD CARE TO LOW-INCOME FAMILIES 38,500

CAL STATE FULLERTON PHILANTHROPIC FOUNDATION

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

CONTEMPORARY JEWISH MUSEUM

736 MISSION ST
SAN FRANCISCO,CA94103 		  PC SUPPORT THE MUSEUM 30,000

SIMON WIESENTHAL CENTER INC

1399 S ROXBURY DR
LOS ANGELES,CA90035 		  PC TEACH THE LESSONS OF THE HOLOCAUST 23,000

ACCESSITY

404 EUCLID AVE
SAN DIEGO,CA92114 		  PC ASSIST SMALL BUSINESS OWNERS START OR EXPAND THEIR BUSINESSES 30,000

LUCKY DUCK FOUNDATION

5675 RUFFIN RD
SAN DIEGO,CA92123 		  PC ALLEVIATE THE SUFFERING OF PEOPLE EXPERIENCING HOMELESSNESS 23,000

WEST ANGELES COMMUNITY DEVELOPMENT CORP

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

ORANGE COUNTY'S UNITED WAY

18012 MITCHELL SOUTH
IRVINE,CA92614 		  PC IMPACT HUMAN SERVICES IN ORANGE COUNTY 22,500

NEIGHBORHOOD HOUSING SERVICES OF LOS ANGELES COUNTY

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

NEIGHBORHOOD HOUSING SERVICES OF ORANGE COUNTY INC

1748 W KATELLA AVE
ORANGE,CA92867 		  PC SUPPORT LOW-MODERATE INCOME FAMILIES 5,000

VENTURA COUNTY COMMUNITY DEVELOPMENT CORP

2231 STURGIS RD
OXNARD,CA93030 		  PC HELP LOW INCOME HOMEBUYERS WITH COUNSELING, MORTGAGE LENDING 13,500

BOYS & GIRLS CLUBS OF GREATER SAN DIEGO

4635 CLAIREMONT MESA BLVD
SAN DIEGO,CA92117 		  PC TO HELP LOW INCOME YOUNG PEOPLE 7,000

NEW YORK MEDICAL COLLEGE

40 SUNSHINE COTTAGE RD
VALHALLA,NY10595 		  PC SUPPORT THE COLLEGE 10,000

COMMUNITY HOUSING DEVELOPMENT CORP

1535 A FRED JACKSON WAY
RICHMOND,CA94801 		  PC SUPPORT AFFORDABLE HOUSING 10,000

PACIFIC COAST REGIONAL URBAN SMALL DEVELOPMENT CORP

3255 WILSHIRE BLVD
LOS ANGELES,CA90010 		  PC HELP THE SELF (SISTER ENTREPRENEUR LOAN FUND) PROGRAM 15,000

FAMILIES FORWARD

8 THOMAS
IRVINE,CA92618 		  PC PROVIDE ACCESS TO HOUSING AND RESOURCES 9,000

LOCAL INITIATIVES SUPPORT CORPORATION

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

RICHMOND COMMUNITY FOUNDATION

3260 BLUME DR
RICHMOND,CA94806 		  PC SUPPORT MOVING PEOPLE OUT OF POVERTY THROUGH COLLEGE ACCESS 10,000

URBAN LEAGUE OF SAN DIEGO COUNTY

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

FEEDING SAN DIEGO

9477 WAPLES ST
SAN DIEGO,CA92121 		  PC PROVIDE FOOD TO THE HOMELESS 15,000

TOURO UNIVERSITY

50 W 47TH ST
NEW YORK,NY10036 		  PC PROVIDE AN INDEPENDENT INSTITUTION OF PROFESSIONAL EDUCATION 9,000

OLD GLOBE THEATER

1363 OLD GLOBE WAY
SAN DIEGO,CA92101 		  PC SUPPORT DISADVANTAGED YOUTH THROUGH EDUCATION AND THEATRE 23,000

NEW YORK MEDICAL COLLEGE

40 SUNSHINE COTTAGE RD
VALHALLA,NY10595 		  PC SUPPORT THE COLLEGE 10,000

JUNIOR ACHIEVEMENT OF NORTHERN CALIFORNIA

1212 BROADWAY PLAZA
WALNUT CREEK,CA94596 		  PC SUPPORT FINANCIAL LITERACY IN SCHOOLS 5,000

BUSINESSES UNITED IN INVESTING LENDING AND DEVELOPMENT

PO BOX 3316
REDWOOD CITY,CA94064 		  PC SUPPORT INVESTING AND LENDING 20,000

WOMEN ORGANIZING RESOURCES KNOWLEDGE AND SERVICES

795 N AVENUE 50
LOS ANGELES,CA90042 		  PC SUPPORT AFFORDABLE HOUSING 2,500

AFFORDABLE LIVING FOR THE AGING

937 N FAIRFAX AVE
WEST HOLLYWOOD,CA90046 		  PC PROVIDE SENIORS WITH AFFORDABLE HOUSING 5,000

MERCY HOUSING INC

1600 BROADWAY
DENVER,CO80202 		  PC TO HELP LOW-INCOME PEOPLE BECOME HOMEOWNERS 15,000

ARIZONA COUNCIL ON ECONOMIC EDUCATION

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

ARIZONA HOUSING COALITION

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

ARIZONA STATE UNIVERSITY FOUNDATION FOR A NEW AMERICAN UNIVERSITY

PO BOX 2260
TEMPE,AZ85280 		  PC SCHOLARSHIP FUND 25,000

BOYS & GIRLS CLUB OF SIERRA VISTA INC

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

BOYS AND GIRLS CLUBS OF THE COLORADO RIVER INC

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

CENTER FOR THE FUTURE OF ARIZONA

541 E VAN BUREN
PHOENIX,AZ85004 		  PC PROVIDE SCHOOL SYSTEM LEADERS WITH EXECUTIVE LEADERSHIP TRAINING 25,000

EARN TO LEARN

6336 N ORACLE RD
TUCSON,AZ85704 		  PC SCHOLARSHIP PROGRAM FOR LOW INCOME STUDENTS 5,000

FREE ARTS FOR ABUSED CHILDREN OF ARIZONA

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

GROWTH PARTNERS ARIZONA

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

HABITAT FOR HUMANITY TUCSON INC

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

HOUSING AMERICA CORPORATION

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

HOUSING SOLUTIONS OF NORTHERN ARIZONA INC

PO BOX 30134
FLAGSTAFF,AZ85003 		  PC SUPPORT AFFORDABLE HOUSING 7,500

INTERNATIONAL SONORAN DESERT ALLIANCE

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

NEWTOWN COMMUNITY DEVELOPMENT CORPORATION

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

PHOENIX COMMITTEE ON FOREIGN RELATIONS

1934 E CAMELBACK
PHOENIX,AZ85016 		  PC PROVIDE FORUMS THAT EXPLORE FOREIGN POLICY ISSUES 5,000

PIMA COUNTY COMMUNITY LAND TRUST

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

THE PRIMAVERA FOUNDATION INC

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

SAVE THE FAMILY FOUNDATION OF ARIZONA

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

TRELLIS

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

UMOM NEW DAY CENTERS INC

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

AMERICAN RED CROSS OF CENTRAL AND NORTHERN ARIZONA

4747 N 22ND ST
PHOENIX,AZ85016 		  PC DISTRIBUTE LIFE-SAVING BLOOD PRODUCTS 2,500

DOUGLAS COUNTY BACKPACK BUDDIES PROGRAM

1295 BRIDLE WAY
MINDEN,NV89423 		  PC PROVIDE WEEKEND FOOD FOR STUDENTS 3,000

THE FOOD BANK OF NORTHERN NEVADA INC

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

FRIENDS IN SERVICE HELPING-EMERGENCY REFERRAL SERVICE

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

HELP OF SOUTHERN NEVADA

1640 E FLAMINGO RD
LAS VEGAS,NV89119 		  PC SUPPORT THE SHANNON WEST HOMELESS YOUTH CENTER 2,500

LAS VEGAS-CLARK COUNTY LIBRARY DISTRICT FOUNDATION INC

7060 W WINDMILL LN
LAS VEGAS,NV89113 		  PC SUPPORT THE MOBILE DEVICE AND TUTORING PROGRAMS 5,000

NEIGHBORHOOD HOUSING SERVICES OF SOUTHERN NEVADA INC

1849 CIVIC CENTER DR
NORTH LAS VEGAS,NV89030 		  PC PROVIDE AFFORDABLE HOUSING 5,000

NEVADA LEGAL SERVICES INC

701 E BRIDGER AVE
LAS VEGAS,NV89101 		  PC PROVIDE FREE LEGAL SERVICES 5,200

SERVING OUR KIDS FOUNDATION

121 INDUSTRIAL PARK RD
HENDERSON,NV89015 		  PC PROVIDE WEEKEND FOOD FOR CHILDREN 5,000

UNITED CEREBRAL PALSY OF NEVADA

740 FREEPORT BLVD
SPARKS,NV89431 		  PC PROVIDE OPPORTUNITIES FOR DISABLED INDIVIDUALS TO WORK 2,500

REBUILDING TOGETHER NORTHERN NEVADA INC

1490 HUNTINGTON CIR
RENO,NV89509 		  PC SUPPORT THE CRITICAL HOME REPAIR PROGRAM 5,000

REBUILDING TOGETHER SOUTHERN NEVADA

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

UNIVERSITY OF NEVADA LAS VEGAS FOUNDATION

4505 S MARYLAND PARKWAY
LAS VEGAS,NV89154 		  PC LEE BUSINESS SCHOOL PRESIDENTIAL SCHOLARSHIP 25,000

SERVICE CORPS OF RETIRED EXECUTIVES ASSOCIATION

300 S 4TH ST
LAS VEGAS,NV89101 		  PC PROVIDE ONE-ON-ONE MENTORING FOR SMALL BUSINESS OWNERS 5,000

UNIVERSITY OF NEVADA LAS VEGAS FOUNDATION

4505 S MARYLAND PARKWAY
LAS VEGAS,NV89154 		  PC SUPPORT ATHLETIC FUND LOYALTY CIRCLE 36,000

GREEN OUR PLANET

6795 EDMOND ST
LAS VEGAS,NV89118 		  PC SUPPORT FINANCIAL LITERACY 3,000

GAY AND LESBIAN COMMUNITY CENTER OF SOUTHERN NEVADA INC

401 S MARYLAND PKWY
LAS VEGAS,NV89101 		  PC SUPPORT THE LOW-INCOME TRANSGENDER COMMUNITY 2,500

BOYS AND GIRLS CLUB OF MASON VALLEY

124 N MAIN ST
YERINGTON,NV89447 		  PC RENOVATE KITCHEN SPACE AT DAYTON CLUBHOUSE 2,500

CATHOLIC CHARITIES OF SOUTHERN NEVADA

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

TEACH FOR AMERICA INC

701 E BRIDGER AVE
LAS VEGAS,NV89101 		  PC MOBILIZE EDUCATIONAL LEADERS 2,500

WESTERN NEVADA COLLEGE FOUNDATION

2201 W COLLEGE PKWY
CARSON CITY,NV89703 		  PC PROVIDE TRAINING FOR IN-DEMAND JOBS 2,500

SPECIAL RECREATION SERVICES INC

480 GALLETTI WAY
SPARKS,NV89431 		  PC SUPPORT SKILLS AND RECREATION CENTER 2,500

NEVADA CHILD SEEKERS

6375 W CHARLESTON BLVD
LAS VEGAS,NV89146 		  PC RESCUE YOUTH FROM THE STREETS 2,500

NEVADA FREE TAXES COALITION

5013 ALTA DR
LAS VEGAS,NV89107 		  PC PROVIDE FREE INCOME TAX PREPARATION 2,000

ALBEE ARYEL FOUNDATION

35 LIVERMORE DR
RENO,NV89519 		  PC HELP YOUTH PURSUE HIGHER EDUCATION 2,500

NEVADA HAND INC

295 E WARM SPRINGS RD
LAS VEGAS,NV89119 		  PC SUPPORT THE RESIDENT SERVICES PROGRAM 10,000

DRESS FOR SUCCESS RENO-NORTHERN NEVADA

2295 S VIRGINIA ST
RENO,NV89502 		  PC EMPOWER WOMEN TO ACHIEVE ECONOMIC INDEPENDENCE 700

DRESS FOR SUCCESS SOUTHERN NEVADA

400 W DESERT INN RD
LAS VEGAS,NV89102 		  PC EMPOWER WOMEN TO ACHIEVE ECONOMIC INDEPENDENCE 1,100

FRIENDSHIP CIRCLE OF LAS VEGAS

1261 ARVILLE ST
LAS VEGAS,NV89102 		  PC ASSIST FAMILIES WITH CHALLENGED CHILDREN 5,000

CANCER LIFELINE OF KING COUNTY

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

WELLSPRING FAMILY SERVICES

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

CATHOLIC COMMUNITY SERVICES OF WESTERN WASHINGTON

PO BOX 202
EDMONDS,WA98020 		  PC SUPPORT FOR ST. MARTIN DE PORRES SHELTER 5,000

SEATTLE POLICE FOUNDATION

610 5TH AVE
SEATTLE,WA98104 		  PC SUPPORT FOR SEATTLE POLICE DEPARTMENT 3,500

BOYS & GIRLS CLUBS OF KING COUNTY

220 W MERCER ST
SEATTLE,WA98119 		  PC CHANGE THE LIVES OF CHILDREN 2,000

BELLWETHER HOUSING

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

ARTSFUND

PO BOX 19780
SEATTLE,WA98109 		  PC SUPPORT FOR ARTS IN STRENGTHENING COMMUNITY 7,500

BOYS & GIRLS CLUBS OF KING COUNTY

220 W MERCER ST
SEATTLE,WA98119 		  PC CHANGE THE LIVES OF CHILDREN 1,500

CHIEF SEATTLE CLUB

410 SECOND AVE EXTENSION S
SEATTLE,WA98104 		  PC SUPPORT TO END CHRONIC HOMELESSNESS 1,500

FORTERRA NW

5101 14TH AVE NW
SEATTLE,WA98107 		  PC SUPPORT HEALTHY ECOSYSTEMS AND RESILIENT COMMUNITIES 3,000

MUSEUM OF FLIGHT FOUNDATION

9404 E MARGINAL WAY SOUTH
SEATTLE,WA98108 		  PC SUPPORT THE MUSEUM 1,500

UNIVERSITY OF WASHINGTON FOUNDATION

4333 BROOKLYN AVE NE
SEATTLE,WA98195 		  PC SUPPORT THE UNIVERSITY 1,500

BOYS & GIRLS CLUBS IN COLORADO INC

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

SENIORS RESOURCE CENTER INC

3227 CHASE ST
WHEAT RIDGE,CO80027 		  PC SUPPORT SENIORS 5,000

SERVICE CORPS OF RETIRED EXECUTIVES ASSOCIATION

721 19TH ST
DENVER,CO80202 		  PC SUPPORT SMALL BUSINESS MENTORING 2,500

WOMEN'S BEAN PROJECT

1300 W ALAMEDA AVE
DENVER,CO80223 		  PC HELP WOMEN ACHIEVE SELF-SUFFICIENCY 2,500

I HAVE A DREAM FOUNDATION COLORADO

1836 GRANT ST
DENVER,CO80203 		  PC PROVIDE HOLISTIC ACADEMIC, SOCIAL PROGRAMS FOR YOUTH 1,500

ASPEN COMMUNITY FOUNDATION

455 GOLD RIVERS CT
BASALT,CO81621 		  PC SUPPORT FOR THE EDUCATION OF CHILDREN 130

CASA OF PUEBLO

130 W ABRIENDO AVE
PUEBLO,CO81004 		  PC ADVOCATE FOR ABUSED AND NEGLECTED CHILDREN IN COURTS 234

COMMON GROUND MONTROSE INC

PO BOX 965
MONTROSE,CO81402 		  PC SUPPORT KIDS AID (FOOD PACKAGED WEEKLY FOR CHILDREN) 520

COMMUNITY RESOURCES & HOUSING DEVELOPMENT CORP

7305 LOWELL BLVD
WESTMINISTER,CO80030 		  PC SUPPORT THE HOMEOWNERSHIP CENTER 3,966

DREAMSPRING

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

EMERGENCY FAMILY ASSISTANCE ASSOCIATION INC

1575 YARMOUTH AVE
BOULDER,CO80304 		  PC SUPPORT TO END FAMILY HOMELESSNESS 2,012

GRAND JUNCTION ROTARY CLUB FOUNDATION INC

PO BOX 1888
GRAND JUNCTION,CO81502 		  PC SUPPORT MARILLAC CLINICS 520

HEART & HAND CENTER

608 26TH ST
DENVER,CO80205 		  PC SUPPORT AFTER-SCHOOL EDUCATION PROGRAM 5,000

KIDS ON BIKES INC

702 E BOULDER ST
COLORADO SPRINGS,CO80903 		  PC SUPPORT AFTER-SCHOOL EDUCATION PROGRAM 345

THE PINON PROJECT

210 E MAIN ST
CORTEZ,CO81321 		  PC PROVIDES COMMUNITY SUPPORT 1,366

ROCKY MOUNTAIN MICROFINANCE INSTITUTE

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

ROUTT COUNTY UNITED WAY

443 OAK ST
STEAMBOAT SPRINGS,CO80487 		  PC ASSIST WITH PROGRAMS TO RESPOND TO COMMUNITY NEEDS 1,183

YOUNG AMERICANS CENTER FOR FINANCIAL EDUCATION

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

HABITAT FOR HUMANITY OF METRO DENVER INC

7535 E HAMPDEN AVE
DENVER,CO80231 		  PC BUILDING AFFORDABLE HOUSING 10,000

ASPEN EDUCATION FOUNDATION

PO BOX 2200
ASPEN,CO81612 		  PC SUPPORT FOR THE EDUCATION OF CHILDREN 9,000

DENVER SCHOLARSHIP FOUNDATION

789 SHERMAN ST
DENVER,CO80203 		  PC HELP STUDENTS ENROLL IN AND GRADUATE FROM COLLEGE 5,000

ECONOMIC COUNCIL HELPING OTHERS INC

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

IMPACT DEVELOPMENT FUND

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

TOMMY SPAULDING LEADERSHIP INSTITUTE

PO BOX 2705
LITTLETON,CO80161 		  PC TEACH YOUTH THE VALUES OF COMMUNITY SERVICE 5,000

CENTER FOR TECHNOLOGY RESEARCH AND COMMERCIALIZATION

117 S WAHSATCH AVE
COLORADO SPRINGS,CO80903 		  PC PROMOTE INNOVATION 2,500

THE DENVER HEALTH AND HOSPITALS FOUNDATION

777 BANNOCK ST
DENVER,CO80203 		  PC SUPPORT DENVER HEALTH 2,000

MARILLAC CLINIC INC

2333 N 6TH ST
GRAND JUNCTION,CO81501 		  PC PROVIDE PRIMARY HEALTHCARE SERVICES 3,500

NATURE CONSERVANCY

2424 SPRUCE ST
BOULDER,CO80302 		  PC CONSERVE LANDS AND WATER 5,000

THE TREVOR PROJECT INC

PO BOX 69232
WEST HOLLYWOOD,CA90069 		  PC HELP END SUICIDE AMONG LGBTQ YOUTH 2,224

WILLSTRONG FOUNDATION TRUST

PO BOX 63828
HIGHLANDS RANCH,CO80163 		  PC SUPPORT RESEARCH FOR AML CANCER TREATMENTS 2,500

LION GLOBAL FOUNDATION DBA MIZEL INSTITUTE

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

COMMUNITY LIBRARY ASSOCIATION INC

PO BOX 2168
KETCHUM,ID83340 		  PC PROMOTE LITERACY 50,000

MALIHEH FREE CLINIC

941 E 3300 S
MILLCREEK,UT84106 		  PC PROVIDE FREE QUALIFY MEDICAL SERVICES 50,000

PLYMOUTH HOUSING GROUP

2113 THIRD AVE
SEATTLE,WA98121 		  PC SUPPORT TO ELIMINATE HOMELESSNESS 10,000

SHELTER THE HOMELESS COMMITTEE INC

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

SUCCESS IN EDUCATION FOUNDATION

111 E BROADWAY
SALT LAKE CITY,UT84111 		  PC SUPPORT EDUCATION 168,000

FIT TO RECOVER INC

1331 S MAJOR ST
SALT LAKE CITY,UT84115 		  PC HELP INDIVIDUALS MAINTAIN LONG-TERM RECOVERY FROM DRUGS/ALCOHOL 100,000

SUAZO BUSINESS CENTER

960 W 1700 S
SALT LAKE CITY,UT84104 		  PC SUPPORT SMALL BUSINESS OWNERSHIP 60,000

CHABAD LUBAVITCH OF UTAH INC

1760 S 1100 E
SALT LAKE CITY,UT84105 		  PC SUPPORT ADULT EDUCATION 55,000

FULLMER LEGACY FOUNDATION

1533 E HAYDEN CT
LOGAN,UT84321 		  PC SUPPORT THE LEGACY CENTER 50,000

SILICON SLOPES

772 E UTAH VALLEY DR
AMERICAN FORK,UT84003 		  PC SUPPORT UTAH'S STARTUP AND TECH COMMUNITY 250,000
Total .................................right arrow 3a 2,169,238
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 ....     14 983,374  
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 -400,490  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFROM PASS-THRU ENTITIES 		523000 0 14 -1,760  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 581,124 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
581,124
(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:
THE ZIONS BANCORPORATION FOUNDATION
EIN:
84-1411938
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEES 4,100 4,100 0 0

TY 2023 InvestmentsOtherSchedule2
Name:
THE ZIONS BANCORPORATION FOUNDATION
EIN:
84-1411938
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
AAGIY FMV 75,460 58,912
ABB FMV 35,238 45,248
ACCRD FMV 1,692 70,606
ADBE FMV 77,255 102,615
AGG FMV 3,715,797 3,267,608
AIQUY FMV 42,833 52,957
AKZOY FMV 49,118 39,810
ALC FMV 62,492 69,605
AMZN FMV 336,041 345,815
AON FMV 50,211 53,257
APPL FMV 141,145 216,981
APTV FMV 58,479 36,426
ASCCY FMV 15,780 29,175
ASMIY FMV 34,881 51,394
ASML FMV 23,600 31,034
ASML FMV 55,434 80,234
ATEYY FMV 24,479 27,017
BP FMV 49,895 65,242
BVVPY FMV 47,691 40,624
CABGY FMV 33,829 26,276
CB FMV 36,916 37,968
CCCLP FMV 0 1
CCEP.AS FMV 31,401 37,041
CFRUY FMV 41,669 41,698
CGEMY FMV 30,232 35,195
CMNIX FMV 1,138,637 1,153,936
CMPGY FMV 49,677 63,332
COVTY FMV 24,400 30,173
CPPLP FMV 393,953 393,953
CRM FMV 86,662 106,046
CSVZX FMV 1,843,810 1,842,074
CTTAY FMV 48,007 44,890
DBLEX FMV 832,027 763,840
DBSDY FMV 22,808 26,240
DKILY FMV 46,325 38,444
DSCSY FMV 14,756 38,434
DWAHY FMV 30,561 31,787
EADSY FMV 36,795 51,766
EEIXIA FMV 31,422 31,422
EL FMV 81,896 66,690
EQIX FMV 58,258 70,874
ETN FMV 70,790 113,426
EXPGY FMV 18,893 21,593
FANUY FMV 31,612 33,063
FGTXX FMV 471 471
FVPII FMV 0 1
GIL.TO FMV 25,684 23,539
GJRTX FMV 1,244,189 1,182,602
GLSPC FMV 3,737,669 3,668,495
GWW FMV 50,468 110,216
GZFB.SG FMV 70,739 84,596
HALMY FMV 19,584 23,875
HBC2.SG FMV 44,348 59,188
HCFLP FMV 0 1
HENOY FMV 26,471 28,934
HLMEX FMV 1,538,336 1,137,467
HNVRX FMV 1,465,210 1,385,521
HOCPY FMV 38,168 45,006
ICE FMV 20,300 23,760
ICLR FMV 39,036 49,537
IMCDY FMV 22,922 27,411
ING FMV 37,699 43,888
INTL FMV 35,695 35,527
INTU FMV 45,398 66,878
ISRG FMV 71,222 79,954
IWP FMV 1,838,305 1,993,097
IWS FMV 1,742,701 1,935,298
KBCSY FMV 34,426 33,114
LGRDY FMV 41,290 42,161
LLY FMV 23,327 43,136
LNSTY FMV 32,005 36,236
META FMV 171,323 230,428
MKKGY FMV 51,476 37,822
MMC FMV 61,195 72,946
MNST FMV 64,926 87,740
MSFT FMV 258,209 397,098
MTUAY FMV 20,169 21,892
MWTIX FMV 6,960,067 6,131,094
NCBDY FMV 28,409 22,014
NEE FMV 50,837 40,878
NFLX FMV 135,333 168,947
NKE FMV 79,923 68,508
NRILY FMV 40,415 43,401
NVDA FMV 69,535 270,390
NVO FMV 69,630 86,898
NWKDX FMV 1,508,122 1,467,642
OA2W.IL FMV 39,488 43,594
PANW FMV 49,949 128,863
PLFDX FMV 752,248 743,962
PRNDY FMV 42,397 38,294
PYPL FMV 110,473 41,145
PZIEX FMV 1,160,460 1,112,108
RCRUY FMV 18,543 24,532
RELX FMV 70,541 92,765
RHHBY FMV 98,178 76,946
RNECY FMV 27,275 36,170
RTX FMV 61,825 67,564
RYAAY FMV 52,456 66,947
SAXPY FMV 46,397 40,539
SDVKY FMV 35,981 33,761
SHECY FMV 39,500 41,929
SHW FMV 74,379 91,075
SMNNY FMV 25,944 33,439
SPGI FMV 75,122 103,522
SPLK FMV 33,733 38,697
SRTTY FMV 26,291 23,922
SU FMV 22,836 36,878
SVAIX FMV 2,637,700 2,262,838
SYK FMV 55,222 75,164
SZKMY FMV 29,336 29,271
TBIXX FMV 485,777 485,777
TBIXX FMV 167,530 167,530
TBIXX FMV 116,807 116,807
TEAM FMV 52,011 51,378
TGT FMV 67,248 78,189
THLLY FMV 40,358 48,889
TIDDX FMV 1,747,611 1,417,173
TMO FMV 106,336 122,613
TSLA FMV 23,763 38,514
UBER FMV 81,148 102,945
UL FMV 58,777 54,928
UNH FMV 100,022 155,309
UNP FMV 60,987 65,826
UNVGY FMV 26,163 34,313
UPS FMV 51,243 49,528
V FMV 181,889 225,463
VONOY FMV 44,711 35,026
VTI FMV 1,899,118 2,422,728
WDAY FMV 67,634 79,505
ZTS FMV 57,539 76,974

TY 2023 OtherExpensesSchedule
Name:
THE ZIONS BANCORPORATION FOUNDATION
EIN:
84-1411938
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
UTAH PARENT ASSN 12,500 0 0 0
OTHER BROKERAGE INVESTMENT EXPENSES 3,146 3,146 0 0


TY 2023 OtherIncomeSchedule2
Name:
THE ZIONS BANCORPORATION FOUNDATION
EIN:
84-1411938
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FROM PASS-THRU ENTITIES -1,760 1,457 0


TY 2023 OtherProfessionalFeesSchedule
Name:
THE ZIONS BANCORPORATION FOUNDATION
EIN:
84-1411938
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEES 28,510 28,510 0 0


TY 2023 TaxesSchedule
Name:
THE ZIONS BANCORPORATION FOUNDATION
EIN:
84-1411938
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES PAID ON INVESTMENTS AS REPORTED ON 1099-DIV 23,135 23,135 0 0