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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
Mountain America Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)9800 South Monroe Street
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Sandy, UT84070
A Employer identification number

84-3574217
B Telephone number (see instructions)

(801) 325-1939
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$3,183,079J 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) 53,571
2 Check right arrow.............
3 Interest on savings and temporary cash investments 190,571 190,571 190,571
4 Dividends and interest from securities...      
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)...  
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 244,142 190,571 190,571
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
15,791   15,791  
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
4,200      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments
List of Attached Documents:
// Content
33,580 9,178 9,178 14,625
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 53,571 9,178 24,969 14,625
25 Contributions, gifts, grants paid....... 1,139,582 1,139,582
26 Total expenses and disbursements. Add lines 24 and 25 1,193,153 9,178 24,969 1,154,207
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -949,011
b Net investment income (if negative, enter -0-) 181,393
c Adjusted net income (if negative, enter -0-)... 165,602
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 1,156 12,656 12,656
2 Savings and temporary cash investments......... 4,123,934 3,170,423 3,170,423
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,125,090 3,183,079 3,183,079
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 4,125,090 3,183,079
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)..... 4,125,090 3,183,079
30 Total liabilities and net assets/fund balances (see instructions). 4,125,090 3,183,079
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
4,125,090
2
Enter amount from Part I, line 27a .....................
2
-949,011
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
7,000
4
Add lines 1, 2, and 3 ..........................
4
3,183,079
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,183,079
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1a
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2  
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 2,521
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 2,521
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,521
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 2,131
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 3,200
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,331
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 2,810
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow2,810 Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowUT
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
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 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowSuzanne Oliver Telephone no.right arrow (801) 325-1939

Located atright arrow9800 South Monroe StreetSandyUT ZIP+4right arrow84070
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, 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 (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
Yes
 
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
Sterling Nielsen President
0.00 		0    
9800 South Monroe Street
Sandy,UT84070
Chad Curtis Director
0.00 		0    
9800 South Monroe Street
Sandy,UT84070
Scott Burt Director
0.00 		0    
9800 South Monroe Street
Sandy,UT84070
Tony Rasmussen Secretary
0.00 		0    
9800 South Monroe Street
Sandy,UT84070
Suzanne Oliver Executive Dir.
0.00 		0    
9800 South Monroe Street
Sandy,UT84070
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 To improve the communities within which the Foundation operates by making distributions to other organizations which qualify as exempt organizations. In 2024, the Foundation made contributions to seventy 501(c)(3) organizations, which operate within the area in which the Foundation is committed to serve. 844,582
2 To provide scholarships to underprivileged or otherwise deserving students pursuing post-secondary education. The scholarship program has been promoted by the Foundation through oral and written communications with high schools and post-secondary institutions. The Foundation granted 118 scholarships in 2024 for students to attend the following colleges: Arizona State University, Augustana College, Ave Maria University, Baylor University, Binghamton University, Biola University, Boise State University, Bowling Green State University, Brigham Young University, Brigham Young University Idaho, College of Western Idaho, Colorado Mesa University, Colorado State University, Eastern Oregon University, Florida State University, Georgia State University, Grand Canyon University, Idaho State University, Iowa State University, Maine Maritime Academy, Montana State University, Northern Arizona University, Pomona College, Purdue University, Salt Lake Community College, Snow College, Southern Utah Un 295,000
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
0
b
Average of monthly cash balances.......................
1b
3,767,007
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
3,767,007
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
3,767,007
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
56,505
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,710,502
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
185,525
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
185,525
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
2,521
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,521
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
183,004
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
183,004
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
183,004
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
1,154,207
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,154,207
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 183,004
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022...... 474,906
e From 2023...... 1,600,988
f Total of lines 3a through e ........ 2,075,894
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,154,207
a Applied to 2023, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 183,004
e Remaining amount distributed out of corpus 971,203
5 Excess distributions carryover applied to 2024.    
(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 3,047,097
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		3,047,097
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022.... 474,906
d Excess from 2023.... 1,600,988
e Excess from 2024.... 971,203
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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
Good Shepherd Lutheran Church


8575 S 700 E
Sandy,UT84094 		None PC To promote worship services and religious education programs. 50,000
The Backyard Artists


1116 S Vista Ave - 214
Boise,ID83705 		None PC To empower emerging artists in Idaho's Treasure Valley by providing professional opportunities through community-driven exhibits, literary events, project grants, and strategic partnerships. 1,000
Children's Service Society of Utah


655 East 4500 South Suite 200
Salt Lake City,UT84107 		None PC To ensure that every child has a safe place and someone who cares through Adoption, Building Blocks, Grandfamilies, Care About Childcare and Home Visitation programs. 1,000
Girls on the Run - Sierras


100 California Ave 210
Reno,NV89501 		None PC To promote fun, evidence-based programs that inspire participants to recognize their inner strength, and increase their level of physical activity. 1,000
Image Reborn Inc


5445 S Highland Drive Suite 5
Salt Lake City,UT84117 		None PC To provide no cost renewal retreats to those diagnosed with breast cancer and to support them in living rich and fulfilling lives. 1,000
Call To Give 20 Inc


1292 E Grantham Way
Kaysville,UT84037 		None PC To provide meals to support communities in need. 1,000
Young Caring for Our Young Inc


654 N Main Street
Layton,UT84041 		None PC To provide for those without access to food through pantry pack initiatives and events. 12,500
4 Paws 4 Patriots - Utah


1481 Gibson Avenue
Ogden,UT84404 		None PC To pair disabled American veterans and an untrained dog, and then train them together to become a service dog team. 1,000
Child Crisis Arizona


424 W Rio Salado Pkwy
Mesa,AZ85201 		None PC To provide children and youth in Arizona a safe environment, free from neglect, by creating strong and successful families. 1,000
Friends of Switchpoint Inc


948 N 1300 W
St George,UT84770 		None PC To address the complex issues leading to families, seniors, veterans, and individuals experiencing homelessness, food insecurity, and poverty. 1,000
Hope Clinic Inc


65 East 6850 South
Midvale,UT84047 		None PC To provide preventative care and routine health maintenance; patients will not be required to seek costly emergent healthcare or hospitalization. 1,000
Hospice of North Idaho Inc


2290 W Prarie Ave
Coeur Dalene,ID83815 		None PC To provide hospice services to patients with a prognosis of six months or less to live. 1,000
New Horizons Crisis Center Inc


PO Box 9
Richfield,UT84701 		None PC To provide resources for victims of domestic violence and homelessness including shelter services, emergency counseling and referrals to other agencies. 1,000
Tabithas Way


45 E 100 N
Spanish Fork,UT84660 		None PC To help individuals and families through tough times by providing temporary food assistance and recommending resources for self-reliance. 1,000
The Good Samaritan Foundation


6925 Union Park Center Suite 500
Cottonwood Heights,UT84047 		None PC To help refugees and others become independent and self-reliant by providing services at strategic locations. 1,000
Lifting Hands International


1167 West Brooklyn Ave
Salt Lake City,UT84104 		None PC To provide clear and meaningful ways for individuals, their families and their community to help refugees, both at home and abroad. 1,000
Mount Mahogany Elementary


618 N 1300 W
Pleasant Grove,UT84062 		None PC To promote public education programming. 650
South Sanpete School District Hill


389 S 1000 E
Clearfield,UT84015 		None PC To promote public school programming. 2,000
South Summit School District


355 E 300 S
Kamas,UT84036 		None PC To promote public school programming. 2,000
Timpview High School


3570 Timpview Drive
Provo,UT84604 		None PC To promote public school programming. 2,000
Eagle Bay Elementary


1933 W Clark Lane
Farmington,UT84025 		None PC To promote public school programming. 3,900
Holbrook Elementary


1018 250 N
Bountiful,UT84010 		None PC To promote public school programming. 1,355
Jordan Academy for Technology Caree


9301 South Wights Fort Road
West Jordan,UT84088 		None PC To provide opportunities for communities to realize their potential as contributing citizens and life-long learners. 1,500
Live Your Dream Foundation


3651 N 100 E St 275
Provo,UT84604 		None PC To provide scholarships for single mothers who desire to gain an education to better provide for their families. 1,000
Neighborhood House Association


1050 West 500 South
Salt Lake City,UT84104 		None PC To enrich, empower, and educate children and adults through quality, affordable day care and support services. 1,000
Oak Hills Elementary School


1235 E 600 A
Bountiful,UT84010 		None PC To promote public school programming. 2,000
Project 150


3600 N Rancho Dr
Las Vegas,NV89130 		None PC To help and serve the high school homeless of Clark County, Nevada. 1,000
Provo City School District Amelia


2585 W 200 S St
Provo,UT84601 		None PC To promote public school programming. 600
The Comedy Project Incorporated


2661 Clearwater Street
Pocatello,ID83201 		None PC To promote Idaho's premiere improv comedy troupe. 1,000
Uintah School District


161 N 1000 W
Vernal,UT84078 		None PC To promote public school programming. 1,449
United Way of Yellowstone County In


2173 Overland Ave
Billings,MT59102 		None PC To address the needs of everyone and improving lives in Billings, MT community. 1,000
Ashland Ranch Elementary School


1945 S Ashland Ranch Road
Gilbert,AZ85295 		None PC To promote public school programming. 500
Desert Canyons Elementary School


3101 Rimrunner Dr
St George,UT84790 		None PC To promote public school programming. 374
Desert Sky Elementary


1747 E Wildcat Peak
Eagle Mountain,UT84005 		None PC To promote public school programming. 1,790
Post Falls Middle School


301 E 16th Ave
Post Falls,ID83854 		None PC To promote public school programming. 2,000
Walk with Autism Ltd


1518 Stonebridge Drive
St George,UT84770 		None PC To promote awareness, acceptance, and inclusion for individuals with autism. 1,000
Rayhaan Basha


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


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


c/o Augustana 639 38th
Rock Island,IL61201 		None I To provide an academic scholarship to attend Auguste Escoffier School of Culinary Arts. 2,500
Payton Maguire


c/o Ave Maria 5050 Ava Maria Blvd
Ave Maria,FL34142 		None I To provide an academic scholarship to attend Binghamton University. 2,500
Alexandria Montgomery


c/o Baylor One Bear Pl 97028
Waco,TX76798 		None I To provide an academic scholarship to attend Boston University. 2,500
Esha Patel


c/o Binghamton PO Box 6000
Binghamton,NY13902 		None I To provide an academic scholarship to attend Brigham Young University. 2,500
Hannah Freeman


c/o Biola 13800 Biola Ave
La Mirada,CA90639 		None I To provide an academic scholarship to attend Brigham Young University. 2,500
Lillian Ferrin


c/o Boise State 1910 University Dr
Boise,ID83725 		None I To provide an academic scholarship to attend Brigham Young University. 2,500
Ava Kramer


c/o Bowling Gr 227 Bowen
Bowling Green,OH43403 		None I To provide an academic scholarship to attend Brigham Young University. 2,500
Abigail Coulam


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


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


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


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


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

Cade Ramsey

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


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


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


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


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


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


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


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


c/o BYU 525 Center St
Provo,UT84602 		None I To provide an academic scholarship to attend Brigham Young University Idaho. 2,500
Kate Garner


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


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


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


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


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


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


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


c/o BYU A41 ASB
Provo,UT84602 		None I To provide an academic scholarship to attend College of Southern Idaho. 2,500
Ryann Tatom


c/o BYU A41 ASB
Provo,UT84602 		None I To provide an academic scholarship to attend Colorado Northwestern Community College. 2,500
Sadie Erickson


c/o BYU A41 ASB
Provo,UT84602 		None I To provide an academic scholarship to attend BEnsign College. 2,500
Sarah Dye


c/o BYU A41 ASB
Provo,UT84602 		None I To provide an academic scholarship to attend Estrella Mountain Community College. 2,500
Amaya Brouse


c/o BYU A41 ASB
Provo,UT84602 		None I To provide an academic scholarship to attend Idaho State University. 2,500
Kimberlin Davies


c/o BYU A41 ASB
Provo,UT84602 		None I To provide an academic scholarship to attend Idaho State University. 2,500
Lauren Hill


c/o BYU A41 ASB
Provo,UT84602 		None I To provide an academic scholarship to attend Idaho State University. 2,500
Bailey Donohue


c/o BYU 525 Center St 130
Texburg,ID83460 		None I To provide an academic scholarship to attend BMontana State University. 2,500
Lily Archibald


c/o BYU 525 Center St 130
Rexburg,ID83460 		None 1 To provide an academic scholarship to attend Montana State University. 2,500
Parker Watts


c/o BYU 525 Center St 130
Rexburg,ID83460 		None I To provide an academic scholarship to attend New Mexico State University. 2,500
Ellie Watts


c/o BYU 525 Center St 130
Rexburg,ID83460 		None I To provide an academic scholarship to attend Northern Arizona University. 2,500
Gracie Young


c/o Western ID PO Box 3010
Nampa,ID83653 		None I To provide an academic scholarship to attend Ottawa University. 2,500
Mackenzie Mayer


c/o CO Mesa 1319 N 12th St
Grand Junction,CO81501 		None I To provide an academic scholarship to attend Point Loma Nazarene University. 2,500
Danielle Terry


c/o CSU 6015 Campus Delivery
Fort Collins,CO80523 		None I To provide an academic scholarship to attend Salt Lake Community College. 2,500
Kambrie Larson


c/o Eastern OR U One University Bl
La Grande,OR97850 		None I To provide an academic scholarship to attend Snow College. 2,500
Sarah Downs


c/o Florida State A1500 University
Tallahassee,FL32306 		None I To provide an academic scholarship to attend Snow College. 2,500
Grant Lovett


c/o Georgia State PO Box 5099
Atlanta,GA30302 		None I To provide an academic scholarship to attend Snow College. 2,500
Ella Halliburton


c/o Grand Canyon PO Box 11590
Phoenix,AZ85061 		None I To provide an academic scholarship to attend Snow College. 2,500
Morgan Graham


c/o Idaho State 921 South 8th Ave
Pocatello,ID83209 		None I To provide an academic scholarship to attend Snow College. 2,500
Tek Jones


c/o Idaho State 921 South 8th Ave
Pocatello,ID83209 		None I To provide an academic scholarship to attend Snow College. 2,500
Maria Super


c/o Iowa State 515 Morrill Road
Ames,IA50011 		None I To provide an academic scholarship to attend Snow College. 2,500
Nathan Willoughby


c/o Maine Maritime One Pleasant St
Castine,ME04420 		None I To provide an academic scholarship to attend Snow College. 2,500
Katy Bitney


c/o Montana State PO Box 174160
Bozeman,MT59717 		None I To provide an academic scholarship to attend Snow College. 2,500
Tammy Hernandez Salazar


c/o Northern AZ U PO Box 4108
Flagstaff,AZ86011 		None I To provide an academic scholarship to attend Snow College. 2,500
Eric Lu


c/o Pomona College 333 N College
Claremont,CA91711 		None I To provide an academic scholarship to attend Snow College. 2,500
Keatin Hertz


c/o Purude Univ 128 Memorial Mall
West Lafayette,IN47907 		None I To provide an academic scholarship to attend Snow College. 2,500
Eliza Doxey


c/o SL Comm College PO Box 30808
Salt Lake City,UT84130 		None I To provide an academic scholarship to attend Snow College. 2,500
Ainsley Talbot


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


c/o Snow College 150 College Ave
Ephraim,UT84627 		None I To provide an academic scholarship to attend Southern Utah University. 2,500
Krysta Squire


c/o Snow College 150 College Ave
Ephraim,UT84627 		None I To provide an academic scholarship to attend Southern Utah University. 2,500
Sara Jane Hill


c/o Snow College 150 College Ave
Ephraim,UT84627 		None I To provide an academic scholarship to attend Southern Utah University. 2,500
Sarah Steed


c/o Snow College 150 College Ave
Ephraim,UT84627 		None I To provide an academic scholarship to attend Southern Utah University. 2,500
Beth Robinson


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


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


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


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


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


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


c/o Taylor Acd 2214 E Riverside Dr
St George,UT84790 		None I To provide an academic scholarship to attend Southern Utah University. 2,500
Brooklyn Brown


c/o Univ of AL Box 870132
Tuscaloosa,AL35487 		None I To provide an academic scholarship to attend Southern Utah University. 2,500
Sienna Yang


c/o Univ of GA 104 Caldwell Hall
Athens,GA30602 		None I To provide an academic scholarship to attend Syracuse University. 2,500
Gabrielle Garasky


c/o UofHI 2600 Campus Road
Honolulu,HI96822 		None I To provide an academic scholarship to attend University of Arizona. 2,500
Anna Wandell


c/o U of ID 875 Perimeter Dr
Moscow,ID83844 		None I To provide an academic scholarship to attend University of Arizona. 2,500
Ella Stebbins-Han


c/o UofMT 32 Campus Drive
Missoula,MT59812 		None I To provide an academic scholarship to attend University of Kansas. 2,500
Preston Fields


c/o UofMT 32 Campus Drive
Missoula,MT59812 		None I To provide an academic scholarship to attend University of Nevada, Reno. 2,500
Emory Ercanbrack


c/o Montana St PO Box 174160
Bozeman,MT59717 		None I To provide an academic scholarship to attend University of Texas at Dallas. 2,500
Rylee Glimm


c/o U of MT 710 S Atlantic
Dillon,MT59725 		None I To provide an academic scholarship to attend University of Utah. 2,500
Marcos Moreno


c/o U of NV Mailstop 0076
Reno,NV89557 		None I To provide an academic scholarship to attend University of Utah. 2,500
Dinyu Wang


c/o U of NC 450 Ridge Rd 2215
Chapel Hill,NC27599 		None I To provide an academic scholarship to attend University of Utah. 2,500
Benedict McWhirter


c/o U of Notre Dame 128 McKenna
Notre Dame,IN46556 		None I To provide an academic scholarship to attend University of Utah. 2,500
Abreanna Barron


c/o U of Utah 201 South 1460 East
Salt Lake City,UT84112 		None I To provide an academic scholarship to attend University of Utah. 2,500
Anna Chiazzese


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


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


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


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


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


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


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


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


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


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


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


c/o UofU 201 S 1460 E
Seattle,WA98124 		None I To provide an academic scholarship to attend Utah State University. 2,500
Robyn Hall


c/o UofU 201 S 1460 E
Seattle,WA98124 		None I To provide an academic scholarship to attend Utah State University. 2,500
Adelyn Gilham


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


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


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


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


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


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


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


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


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


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


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


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


c/o UTU 225 S University Ave
St George,UT84770 		None I To provide an academic scholarship to attend Utah Tech University. 2,500
James Saley


c/o UTU 225 S University Ave
St George,UT84770 		None I To provide an academic scholarship to attend Utah Tech University. 2,500
Jaxson Jones


c/o UTU 225 S University Ave
St George,UT84770 		None I To provide an academic scholarship to attend Utah Tech University. 2,500
Teya Astorga


c/o UTU 225 S University Ave
St George,UT84770 		None I To provide an academic scholarship to attend Utah Valley University. 2,500
Halle Salmon


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


c/o UTU 225 S University Ave
Orem,UT84058 		None I To provide an academic scholarship to attend Utah Valley University. 2,500
Jay Larsen


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


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


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


c/o UVU 800 W University Pkwy
Orem,UT84058 		None I To provide an academic scholarship to attend Weber State University. 2,500
Greyson Bass


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


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


999 E Murray Holladay Road Ste 202
Salt Lake City,UT84117 		None PC To educate community about food waste. 1,000
Hillcrest Jr High School


178 E 5300 S
Murray,UT84107 		None PC To promote public school programming. 500
Madison High School Art Department


2300 University Boulevard
Rexburg,ID83440 		None PC To promote public school programming. 2,000
Mountain High School


490 S 500 E
Kaysville,UT84037 		None PC To promote public school programming. 2,000
Snow Canyon High School


1385 N 2400 W
St George,UT84770 		None PC To promote public school programming. 2,000
Vassiliadis Elementary


215 Antelope Ridge Dr
Las Vegas,NV89138 		None PC To promote public school programming. 2,000
Canyon Creek Elementary School


755 S 1100 W
Farmington,UT84025 		None PC To promote public school programming. 200
Longview Elementary School


6240 South Longview Drive
Murray,UT84107 		None PC To promote public school programming. 1,000
Tooele County School District


2052 N 170 W
Tooele,UT84074 		None PC To promote public school programming. 2,000
Utah Foster Care Foundation


5296 South Commerce Drive No 400
Murray,UT84107 		None PC To serve Utah's children by finding, educating, and nurturing families to meet the needs of children in foster care. 1,000
Adams Elementary


2200 Sunset Drive
Layton,UT84040 		None PC To promote public school programming. 500
Campo Verde High School


3870 S Quartz St
Gilbert,AZ85297 		None PC To promote public school programming. 2,000
CVHS Culinary Arts


555 S 100 E
Ephraim,UT84647 		None PC To promote public school programming. 2,000
Holt Elementary


448 North 1000 West
Clearfield,UT84015 		None PC To promote public school programming. 1,700
The Giving Grinch


13289 S 1830 W
Riverton,UT84065 		None PC To provide assistance during the holiday season to children and local elderly homes across the state of Utah. 1,000
Tigert Middle School


250 E 3rd St S
Soda Springs,ID83276 		None PC To promote public school programming. 1,500
Pony Express Elementary


3985 Smith Ranch Rd
Eagle Mountain,UT84005 		None PC To promote public school programming. 800
Topaz Fairy Project


1585 Eastwood Drive
Price,UT84501 		None PC To provide care packages to children going through trauma and extreme hardship. 1,000
Spectrum Academy


575 Cutler Drive
North Salt Lake,UT84054 		None PC To promote public school programming. 1,000
Timpanogos Valley Theater Company


90 N 100 W
Heber City,UT84032 		None PC To provide a forum and a venue for the people of Wasatch County to compose, play-write, train, rehearse, direct and perform high quality theatrical arts. 1,000
Discovery Gateway


444 W 100 S
Salt Lake City,UT84101 		None PC To inspire children of all ages and abilities to imagine, discover, and connect with their world to make a difference. 1,000
Golden Fields Elementary


10252 Split Rock Drive
South Jordan,UT84009 		None PC To promote public school programming. 764
Go West Foundation


18000 International Blvd Ste 1102
Seatac,WA98188 		None PC To strengthen the financial lives of people and communities. 15,000
U of U School of Medicine


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


9900 S Monroe Street
Sandy,UT84070 		None PC To provide innovative, professional family theater and theater education that involves and elevates the Utah community. 600,000
Ronald McDonald House


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


318 Isleta Blvd SW
Albuquerque,NM87105 		None PC To provide respectful, efficient, high quality legal advice, brief service and referrals to eligible low-income New Mexicans over the telephone. 1,000
Billings Public Schools Will James


1200 30th Street West
Billings,MT59102 		None PC To promote public school programming. 1,000
Iron County School District


2215 W Royal Hunte Dr
Cedar City,UT84720 		None PC To promote public school programming. 1,000
North Sevier High School-Art


350 W 400 N
Salina,UT84654 		  PC To promote public school programming. 2,000
Sterling Elementary


135 S 7th St
Tooele,UT84074 		None PC To promote public school programming. 1,500
Springdale Elementary


135 S 7th St
Tooele,UT84074 		None PC To promote public school programming. 500
Total .................................right arrow 3a 1,139,582
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
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 ........... 		    14 190,571  
4 Dividends and interest from securities ....          
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		         
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   190,571  
13Total. Add line 12, columns (b), (d), and (e)..................
13
190,571
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID: 24020490
Software Version: 2024v5.2


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
Mountain America Foundation
 
Employer identification number

84-3574217
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
Mountain America Foundation
  		Employer identification number
84-3574217
Part I
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
Mountain America Credit Union
 
PO Box 2331
 
Sandy, UT84091

$ 53,571


(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
Mountain America Foundation
  		Employer identification number

84-3574217
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
Mountain America Foundation
  		Employer identification number

84-3574217
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
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) (Rev. 1-2025)
Additional Data


Software ID: 24020490
Software Version: 2024v5.2

TY 2024 LegalFeesSchedule
Name:
Mountain America Foundation
EIN:
84-3574217
Software ID:
24020490
Software Version:
2024v5.2
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Holland & Hart LLP - Fees 6,484 0 6,484 0
Holland & Hart LLP - Form 990-PF 9,307 0 9,307 0


TY 2024 OtherExpensesSchedule
Name:
Mountain America Foundation
EIN:
84-3574217
Software ID:
24020490
Software Version:
2024v5.2
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Marketing Expenses 14,625     14,625
Software License Fee 18,955 9,178 9,178  


TY 2024 OtherIncreasesSchedule
Name:
Mountain America Foundation
EIN:
84-3574217
Software ID:
24020490
Software Version:
2024v5.2
Description Amount
Uncashed checks 7,000


TY 2024 SubstantialContributorsSch
Name:
Mountain America Foundation
EIN:
84-3574217
Software ID:
24020490
Software Version:
2024v5.2
Name Address
Mountain America Credit Union PO Box 2331
Sandy,UT84091


TY 2024 TaxesSchedule
Name:
Mountain America Foundation
EIN:
84-3574217
Software ID:
24020490
Software Version:
2024v5.2
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
2023 Taxes 2,100      
2024 Taxes 2,100