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
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$45,144,418J 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... 1,016,683 1,016,683  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,103,143
b Gross sales price for all assets on line 6a 9,571,298
7 Capital gain net income (from Part IV, line 2)... 1,103,143
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
-1,992 600  
12 Total. Add lines 1 through 11........ 2,117,834 2,120,426  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 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
4,550 4,550   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
43,063 43,063   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
97,205 21,094   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
3,387 3,387   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 148,205 72,094   0
25 Contributions, gifts, grants paid....... 1,427,860 1,427,860
26 Total expenses and disbursements. Add lines 24 and 25 1,576,065 72,094   1,427,860
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 541,769
b Net investment income (if negative, enter -0-) 2,048,332
c Adjusted net income (if negative, enter -0-)...  
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............. 26,818 309,420 309,420
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).......... 42,771,035 Click to see attachment
List of Attached Documents:
// Content
43,030,202 		44,834,998
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) 42,797,853 43,339,622 45,144,418
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........... 42,797,853 43,339,622
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)..... 42,797,853 43,339,622
30 Total liabilities and net assets/fund balances (see instructions). 42,797,853 43,339,622
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
42,797,853
2
Enter amount from Part I, line 27a .....................
2
541,769
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
43,339,622
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
43,339,622
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.)
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 2024-04-22
d ENERVEST ENERGY FUND XI-A LP DISTRIBUTION D 2021-09-30 2024-05-30
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 9,244,554   8,404,366 840,188
b 257,954     257,954
c 10,767   7,392 3,375
d 58,023   56,397 1,626
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       840,188
b       257,954
c       3,375
d       1,626
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 1,103,143
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 28,472
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 28,472
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 28,472
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 85,007
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 85,007
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 56,535
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow56,535 Refundedright arrow 11 0
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$ 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 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. ...............................
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 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
 
 
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
Yes
 
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
 
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 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)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
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 (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 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 (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
43,538,697
b
Average of monthly cash balances.......................
1b
115,983
c
Fair market value of all other assets (see instructions)................
1c
393,611
d
Total (add lines 1a, b, and c).........................
1d
44,048,291
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
44,048,291
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
660,724
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
43,387,567
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,169,378
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
2,169,378
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
28,472
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
28,472
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,140,906
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,140,906
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
2,140,906
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
1,427,860
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
1,427,860
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 2,140,906
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 2,663,582
b From 2020...... 2,595,560
c From 2021...... 379,897
d From 2022...... 22,126
e From 2023...... 182,711
f Total of lines 3a through e ........ 5,843,876
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,427,860
a Applied to 2023, 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 2024 distributable amount..... 1,427,860
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 713,046 713,046
(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 5,130,830
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
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) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		1,950,536
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		3,180,294
10 Analysis of line 9:
a Excess from 2020.... 2,595,560
b Excess from 2021.... 379,897
c Excess from 2022.... 22,126
d Excess from 2023.... 182,711
e Excess from 2024....  
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

ACCESSITY

404 EUCLID AVE 271
SAN DIEGO,CA92114 		  PC PROVIDE SMALL BUSINESS OWNERS WITH TECHNICAL ASSISTANCE 34,000

AMERICAN LEBANESE SYRIAN ASSOC CHARITIES INC

501 ST JUDE PLACE
MEMPHIS,TN38105 		  PC SUPPORT ST. JUDE'S 1,500

AMERICAN LUNG ASSOCIATION

5600 GREENWOOD PLAZA BLVD STE 300
GREENWOOD VILLAGE,CO80111 		  PC PREVENT LUNG DISEASE 2,000

AMERICAN NATIONAL RED CROSS

2700 SOUTHWEST FWY
HOUSTON,TX77098 		  PC SUPPORT DISASTER RELIEF PROGRAM 2,500

AMERICAN-T URKISH ASSOCIATION INCORPORATED

PO BOX 46253
HOUSTON,TX77056 		  PC PROMOTE UNDERSTANDING BETWEEN USA AND TURKEY 1,650

ARIZONA ANTI-TRAFFICKING NETWORK

PO BOX 1125
MESA,AZ85211 		  PC ELIMINATE HUMAN TRAFFICKING IN ARIZONA 2,500

ARIZONA AUTISM UNITED INC

5025 E WASHINGTON ST
PHOENIX,AZ85034 		  PC HELP FAMILIES CARE FOR INDIVIDUALS WITH AUTISM 2,500

ARIZONA EDUCATIONAL FOUNDATION INC

2100 N CENTRAL AVE STE 212
PHOENIX,AZ85004 		  PC SUPPORT PREK-12TH GRADE PUBLIC EDUCATION 2,500

ASIA SOCIETY TEXAS CENTER

1370 SOUTHMORE BLVD
HOUSTON,TX77004 		  PC FOSTER DIVERSE PERSPECTIVES 1,500

ASIA SOCIETY TEXAS CENTER

1370 SOUTHMORE BLVD
HOUSTON,TX77004 		  PC FOSTER DIVERSE PERSPECTIVES AND PEOPLE 2,300

ASPEN COMMUNITY FOUNDATION

455 GOLD RIVERS CT STE 515
BASALT,CO81621 		  PC PROVIDE EQUITABLE OPPORTUNITIES IN COMMUNITIES 481

ASPEN EDUCATION FOUNDATION

PO BOX 2200
ASPEN,CO81612 		  PC SUPPRT HIGH QUALITY EDUCATION 11,000

AVENUE COMMUNITY DEVELOPMENT CORPORATION

3517 IRVINGTON BLVD
HOUSTON,TX77009 		  PC BUILD AFFORDABLE HOMES 2,400

BAY AREA HOMELESS SERVICES INC

PO BOX 4130
BAYTOWN,TX77520 		  PC PROVIDE SERVICES TO THOSE AT RISK OF HOMELESSNESS 2,000

BLACK COMMUNITY COLLECTIVE

2241 KIETZKE LN APT F
RENO,NV89502 		  PC SUPPORT BLACK COMMUNITY 1,000

BORN FREE WILDLIFE REHABILITATION

PO BOX 772096
STEAMBOAT SPRINGS,CO80477 		  PC REHABILITATE WILD ANIMALS 720

BOYS & GIRLS CLUBS OF GREATER SALT LAKE

PO BOX 57071
MURRAY,UT84157 		  PC PROVIDE COMMUNITY SUPPORT 2,500

BOYS AND GIRLS CLUBS OF SAN ANTONIO TEXAS

123 RALPH AVE
SAN ANTONIO,TX78204 		  PC PROVIDE A SAFE AFTERSCHOOL ENVIRONMENT 2,250

BOYS AND GIRLS COUNTRY OF HOUSTON INC

18806 ROBERTS RD
HOCKLEY,TX77447 		  PC RESIDENTIAL HOME WITH TRAUMA-INFORMED CARE APPROACH 3,000

BOYS AND GIRLS COUNTRY OF HOUSTON INC

18806 ROBERTS RD
HOCKLEY,TX77445 		  PC ASSIST CHILDREN AND FAMILIES IN CRISIS 4,400

BREAKTHROUGH T1D

PO BOX 5079
HAGERSTOWN,MD21741 		  PC FUND RESEARCH TO CURE TYPE 1 DIABETES 1,500

BRIGHTER BITES

PO BOX 25456
HOUSTON,TX77265 		  PC PROVIDE FRESH FOOD TO COMMUNITIES 2,150

CAL STATE FULLERTON PHILANTHROPIC FOUNDATION

2600 NUTWOOD AVE STE 830
FULLERTON,CA92831 		  PC SUPPORT STUDENT SUCCESS 10,000

CANCER LIFELINE OF KING COUNTY

6522 FREMONT AVE N
SEATTLE,WA98103 		  PC SUPPORT AND RESOURCES FOR CANCER PATIENTS 5,000

CATHOLIC CHARITIES OF SOUTHERN NEVADA

1501 LAS VEGAS BLVD N
LAS VEGAS,NV89101 		  PC SUPPORT FOOD PANTRY 2,500

CATHOLIC COMMUNITY SERVICES OF WESTERN WASHINGTON

PO BOX 202
EDMONDS,WA98020 		  PC PROVIDE SERVICES TO UNDERSERVED COMMUNITIES 5,500

CENTERS FOR HABILITATION TCH

215 W LODGE DRIVE
TEMPE,AZ85283 		  PC EMPOWER ADULTS WITH DEVELOPMENTAL AND PHYSICAL DISABILITIES 2,500

CENTRAL ARIZONA SHELTER SERVICES INC

230 S 12TH AVE
PHOENIX,AZ85007 		  PC PREVENT AND END HOMELESSNESS 2,500

CENTRO DE SALUD DE LA COMUNIDAD DE SAN YSIDRO INC

1601 PRECISION PARK LANE
SAN DIEGO,CA92173 		  PC IMPROVE COMMUNITY HEALTH 9,000

CHABAD LUBAVITCH OF UTAH INC

1760 S 1100 E
SALT LAKE CITY,UT84105 		  PC PROMOTE SOLIDARITY WITH ISRAEL 10,000

CHILD CARE RESOURCE CENTER INC

20001 PRAIRIE ST
CHATSWORTH,CA91311 		  PC SUPPORT CHILDREN AND FAMILIES 35,000

CHILDRENS CENTER

3725 W 4100 S
WEST VALLEY CITY,UT84120 		  PC PROVIDE MENTAL HEALTH CARE TO CHILDREN 33,000

CHILDRENS HEART FOUNDATION

3131 LA CANADA ST STE 230
LAS VEGAS,NV89169 		  PC SUPPORT FAMILIES OF CHILDREN WITH HEART ISSUES 5,000

COLORADO BLUESKY ENTERPRISES

2003 NORTHMOOR TERRACE
PUEBLO,CO81008 		  PC SUPPORT ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES 182

COLORADO DREAM FOUNDATION

1836 GRANT ST 2
DENVER,CO80203 		  PC ACADEMIC AND SOCIAL SUPPORT TO YOUTH 2,500

COMMON GROUND MONTROSE INC

PO BOX 965
MONTROSE,CO81402 		  PC PROVIDE BACKPACKS OF FOOD FOR CHILDREN FOR THE WEEKEND 410

CY-FAIR EDUCATIONAL FOUNDATION

11803 GRANT ROAD STE 115
CYPRESS,TX77429 		  PC PROVIDE HIGHER-EDUCATION SCHOLARSHIPS 1,570

DAS FOUNDATION INC

326 E CORONADO RD STE 204
PHOENIX,AZ85004 		  PC EMPOWER HISPANIC ENTREPRENEURS 2,500

DENVER POLICE FOUNDATION

PO BOX 40483
DENVER,CO80204 		  PC SUPPORT POLICE OFFICERS 1,000

DOUGLAS COUNTY BACKPACK BUDDIES PROGRAM

1255 WATERLOO LN STE B
GARDNERVILLE,NV89410 		  PC PROVIDE WEEKEND FOOD FOR STUDENTS 3,000

DREAMSPRING

2000 ZEARING AVE NW
ALBUQUERQUE,NM87104 		  PC INCREASE ACCESS TO CREDIT 5,000

DRESS FOR SUCCESS RENO-NORTHERN NEVADA

2295 S VIRGINIA ST STE 10
RENO,NV89502 		  PC HELP WOMEN ACHIEVE ECONOMIC INDEPENDENCE 650

DRESS FOR SUCCESS SOUTHERN NEVADA

3400 W DESERT INN ROAD UNIT 25
LAS VEGAS,NV89102 		  PC HELP WOMEN ACHIEVE ECONOMIC INDEPENDENCE 1,850

ELKO FISH

821 WATER ST
ELKO,NV89801 		  PC SUPPORT SAMARITAN HOUSE EMERGENCY SHELTER 2,500

EMERGENCY FAMILY ASSISTANCE ASSOCIATION INC

1575 YARMOUTH AVE
BOULDER,CO80304 		  PC MEET IMMEDIATE NEEDS OF LOW-INCOME COMMUNITY 1,707

EMPOWERING LATINA LEADERS IN ARIZONA

1824 W SELDON WAY
PHOENIX,AZ85021 		  PC SUPPORT COMMUNITY REVITALIZATION FOR MINORITIES 2,000

FAMILY PROMISE OF LAS VEGAS

3690 E TROPICANA
LAS VEGAS,NV89121 		  PC PROVIDE SERVICES TO FAMILIES WITH MINOR CHILDREN 5,000

FAMILY STAR INC

2246 FEDERAL BLVD
DENVER,CO80211 		  PC SUPPORT EARLY EDUCATION 2,500

FEEDING SAN DIEGO

9477 WAPLES ST STE 100
SAN DIEGO,CA92121 		  PC PROVIDE FOOD TO THE HOMELESS 15,000

FORTERRA NW

5101 14TH AVE NW
SEATTLE,WA98107 		  PC SUPPORT CONSERVATION EFFORTS 3,000

FOUNDATION FOR BLIND CHILDREN

1234 E NORTHERN AVE
PHOENIX,AZ85020 		  PC PROVIDE SERVICES FOR PERSONS WITH VISION LOSS 2,500

FRIENDS FOR LAS VEGAS METROPOLITAN POLICE DEPARTMENT

110 N CITY PKWY STE 420
LAS VEGAS,NV89106 		  PC REDUCE CRIME BY FORGING COMMUNITY RELATIONSHIPS 5,000

FRIENDS IN SERVICE HELPING-EMERGENCY REFERRAL SERVICE

138 E LONG ST
CARSON CITY,NV89706 		  PC SUPPORT THE FOOD BANK PROGRAM IN NORTHERN NV 2,500

FRIENDS OF LEVITT PAVILION DENVER

1380 W FLORIDA AVE
DENVER,CO80223 		  PC BUILD COMMUNITY THROUGH ACCESS TO MUSIC 1,000

GARY AND JEANETTE HERBERT FOUNDATION

5893 S RAGSDALE DR
SALT LAKE CITY,UT84121 		  PC SUPPORT EDUCATION EFFORTS AROUND PUBLIC POLICY 25,000

GAY AND LESBIAN COMMUNITY CENTER OF SOUTHERN NEVADA INC

401 S MARYLAND PKWY
LAS VEGAS,NV89101 		  PC SUPPORT INCLUSION PROGRAMMING 2,500

GIRL SCOUTS OF COLORADO

1485 S COLORADO BLVD STE 720
DENVER,CO80222 		  PC BUILD GIRLS OF COURAGE, CONFIDENCE, AND CHARACTER 5,000

GOODWILL INDUSTRIES OF DALLAS INC

3020 N WESTMORELAND RD
DALLAS,TX75212 		  PC HELP INDIVIDUALS FIND EMPLOYMENT 7,500

GOODWILL INDUSTRIES OF SOUTHERN NEVADA INC

250 PILOT RD 140
LAS VEGAS,NV89119 		  PC REDUCE IMPACT OF POVERTY 1,000

GRAND CANYON UNIVERSITY

3300 W CAMELBACK RD
PHOENIX,AZ85017 		  PC PROVIDE COLLEGE SCHOLARSHIPS 24,000

GRAND JUNCTION ROTARY CLUB FOUNDATION INC

PO BOX 1888
GRAND JUNCTION,CO81502 		  PC SUPPORTING LOCAL NONPROFITS 410

GREATER HOUSTON PARTNERSHIP FOUNDATION

701 AVENIDA DE LAS AMERICAS
HOUSTON,TX77010 		  PC SUPPORT ECONOMIC DEVELOPMENT 25,000

GREATER HOUSTON PRESERVATION ALLIANCE INC

3907 MAIN ST
HOUSTON,TX77002 		  PC SUPPORT HISTORIC PRESERVATION 3,500

GREEN OUR PLANET

6795 EDMOND ST 3RD FL
LAS VEGAS,NV89118 		  PC FINANCIAL LITERACY PROGRAMS 2,500

HABITAT FOR HUMANITY OF METRO DENVER INC

PO BOX 5202
DENVER,CO80217 		  PC SUPPORT AFFORDABLE HOUSING PROJECT 10,000

HEART & HAND CENTER

608 26TH ST 2ND FL
DENVER,CO80205 		  PC EMPOW YOUNG PEOPLE TO REALIZE THEIR POTENTIAL 5,000

HELP OF SOUTHERN NEVADA

1640 E FLAMINGO RD 100
LAS VEGAS,NV89119 		  PC HELP FAMILIES AND INDIVIDUALS ATTAIN SELF-SUFFICIENCY 2,500

HELPING HANDS OF VEGAS VALLEY INC

3640 N 5TH ST 130
LAS VEGAS,NV89032 		  PC HOME MAINTENANCE REPAIR PROGRAM FOR SENIOR CITIZENS 2,500

HOLLY HALL

2000 HOLLY HALL ST
HOUSTON,TX77054 		  PC PROVIDE CARE TO AGING SENIORS 1,500

HOPEWEST

3090 N 12TH ST
GRAND JUNCTION,CO81506 		  PC SPECIALIZED MEDICAL CARE 15,000

HOUSTON AREA URBAN LEAGUE INC

1301 TEXAS AVE
HOUSTON,TX77002 		  PC PROVIDE SOCIAL SERVICES 5,000

HOUSTON CONTEMPORARY DANCE COMPANY

1302 HOUSTON AVE STE 300
HOUSTON,TX77007 		  PC PROMOTE DANCE 2,700

HOUSTON FOOD BANK

535 PORTWALL ST
HOUSTON,TX77029 		  PC SUPPORT FOOD PROGRAMS 3,100

HOUSTON MUSEUM OF NATURAL SCIENCE

5555 HERMANN PARK DR
HOUSTON,TX77030 		  PC ADVANCE THE KNOWLEDGE OF NATURAL SCIENCE 2,500

HUMAN SERVICES CAMPUS INC

204 S 12TH AVE
PHOENIX,AZ85007 		  PC PROGRAMS FOR ENDING HOMELESSNESS 2,500

IMPACT DEVELOPMENT FUND

200 E 7TH ST STE 412
LOVELAND,CO80537 		  PC DEVELOP AND PRESERVE AFFORDABLE HOUSING 5,000

JAS FOUNDATION

1920 PLATEAU WAY
WEST WENDOVER,NV89883 		  PC SUPPORT SENIOR CITIZEN NUTRITION PROGRAM 1,000

JEWISH FAMILY SERVICE

4131 S BRAESWOOD BLVD
HOUSTON,TX77025 		  PC PROVIDE COMPREHENSIVE FAMILY HEALTHCARE 3,000

JOBS FOR NEVADA'S GRADUATES INC

4045 S BUFFALO DR A101-128
LAS VEGAS,NV89147 		  PC HELP YOUTH GRADUATE AND ENTER A CAREER 2,500

KIDS ON BIKES INC

702 E BOULDER ST
COLORADO SPRINGS,CO80903 		  PC EMPOWER KIDS TO LEAD HEALTHY LIVES 156

LAS VEGAS-CLARK COUNTY LIBRARY DISTRICT FOUNDATION INC

7060 W WINDMILL LN
LAS VEGAS,NV89113 		  PC SUPPORT TEACHERS IN LIBRARIES PROGRAM 5,000

LEADERSHIP HOUSTON INC

4306 YOAKUM BLVD STE 350
HOUSTON,TX77006 		  PC INCREASE CIVIC LEADERSHIP CAPACITY 3,750

LEUKEMIA & LYMPHOMA SOCIETY INC

3877 N 7TH STREET SIETE SQUARE IV
300
PHOENIX,AZ85014 		  PC FUND RESEARCH FOR CANCER CURES 5,000

LIFE IS WORTH IT ORG

8707 SCENIC SKY DR
RENO,NV89506 		  PC SUPPORT COMMUNITY HEALTH SCIENCES CURRICULUM 1,500

LIFTFUND INC

2014 S HACKBERRY ST
SAN ANTONIO,TX78210 		  PC HELP START UPS 5,000

LION GLOBAL FOUNDATION

4350 S MONACO ST
DENVER,CO80237 		  PC FOSTER CROSS-CULTURAL UNDERSTANDING 10,000

LION GLOBAL FOUNDATION

4350 S MONACO ST
DENVER,CO80237 		  PC SUPPORT MIZEL MUSEUM AND CELL 10,000

LOCAL INITIATIVES SUPPORT CORPORATION

28 LIBERTY STREET 34TH FL
NEW YORK,NY10005 		  PC SUPPORT AFFORDABLE HOUSING 10,000

LOCAL INITIATIVES SUPPORT CORPORATION

500 S GRAND AVE
LOS ANGELES,CA90071 		  PC LEAD IMPACTFUL COMMUNITY PARTNERSHIPS 10,000

LOCAL INITIATIVES SUPPORT CORPORATION

4305 UNIVERSITY AVE STE 420
SAN DIEGO,CA92105 		  PC LEAD IMPACTFUL COMMUNITY PARTNERSHIPS 5,000

LOCAL INITIATIVES SUPPORT CORPORATION

36 E THOMAS RD STE 2
PHOENIX,AZ85004 		  PC SUPPORT LOW-INCOME COMMUNITIES 5,000

LOCAL INITIATIVES SUPPORT CORPORATION

36 E THOMAS RD STE 2
PHOENIX,AZ85004 		  PC SUPPORT FOR LOW-INCOME COMMUNITIES 1,000

LONE STAR FLIGHT MUSEUM

11551 AEROSPACE AVE
HOUSTON,TX77034 		  PC EDUCATE YOUTH THROUGH SCIENCE 1,900

LOVE PEOPLE NOT PIXELS INC

3435 SHELDON DR
PEARLAND,TX77584 		  PC FIGHT SEX TRAFFICKING 2,000

LUCKY DUCK FOUNDATION

5675 RUFFIN RD STE 100
SAN DIEGO,CA92123 		  PC PREVENT AND ALLEVIATE SUFFERING OF HOMELESSNESS 26,000

MALIHEH FREE CLINIC

941 E 3300 S
MILLCREEK,UT84106 		  PC PROVIDE FREE ACCESS TO URGENT MEDICAL CARE 50,000

MARILLAC CLINIC INC

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

MEXICAN INSTITUTE OF GREATER HOUSTON INC

2950 S GESSNER RD STE 108
HOUSTON,TX77063 		  PC EDUCATE MINORITY ADULTS 2,500

MILE HIGH UNITED WAY INC

711 PARK AVENUE WEST
DENVER,CO80205 		  PC SUPPORT EARLY CHILDHOOD DEVELOPMENT 3,000

NATIONAL ABILITY CENTER

1000 ABILITY WAY
PARK CITY,UT84060 		  PC PROVIDE ADAPTIVE RECREATION OPPORTUNITIES 70,000

NATURE CONSERVANCY

2424 SPRUCE STREET
BOULDER,CO80027 		  PC CONSERVE THE LANDS AND WATERS 5,000

NATURE CONSERVANCY

559 E SOUTH TEMPLE
SALT LAKE CITY,UT84102 		  PC SUPPORT CONSERVATION PRIORITIES IN UTAH 20,000

NEIGHBORHOOD HOUSING SERVICES OF LOS ANGELES COUNTY

3926 WILSHIRE BLVD STE 200
LOS ANGELES,CA90010 		  PC FINANCIAL COUNSELING AND EDUCATION PROGRAMS 25,000

NEIGHBORHOOD HOUSING SERVICES OF ORANGE COUNTY INC

1748 W KATELLA AVE STE 202
ORANGE,CA92867 		  PC BUILD WEALTH THROUGH HOMEOWNERSHIP RESOURCES 5,000

NEIGHBORHOOD HOUSING SERVICES OF SOUTHERN NEVADA INC

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

NEVADA CHILD SEEKERS

6375 W CHARLESTON BLVD L-180
LAS VEGAS,NV89146 		  PC SUPPORT MISSING AND EXPLOITED CHILDREN 2,500

NEVADA HAND INC

295 E WARM SPRINGS ROAD STE 101
LAS VEGAS,NV89119 		  PC PROVIDE AFFORDABLE HOUSING 10,000

NEW HOPE HOUSING INC

3315 HARRISBURG BLVD
HOUSTON,TX77003 		  PC PROVIDE SHELTER AND SUPPORT SERVICES 8,500

NORTHERN NEVADA DREAM CENTER

3579 US-50 211
CARSON CITY,NV89701 		  PC SUPPORT LOW-MODERATE INCOME INDIVIDUALS AND FAMILIES 1,000

PALM SPRINGS INTERNATIONAL FILM SOCIETY

303 N INDIAN CANYON DR
PALM SPRINGS,CA92262 		  PC SUPPORT NEW FILMMAKING TALENT 7,000

PETRA CARES

11085 REGENCY GREEN DRIVE
CYPRESS,TX77429 		  PC SUPPORT YOUNG ADULTS 1,500

PHOENIX COMMITTEE ON FOREIGN RELATIONS

1934 E CAMELBACK RD STE 120-421
PHOENIX,AZ85016 		  PC PROVIDE FORUMS TO EXPLORE FOREIGN POLICY ISSUES 5,000

PHOENIX GOSPEL MISSION

204 S 12TH AVE
PHOENIX,AZ85007 		  PC SERVE THOSE EXPERIENCING HOMELESSNESS, ADDICTION & TRAUMA 2,500

PHOENIX INDIAN CENTER

4520 N CENTRAL AVE STE 250
PHOENIX,AZ85012 		  PC ASSIST URBAN AMERICAN INDIAN PEOPLE 2,500

PLYMOUTH HOUSING GROUP

2113 3RD AVE
SEATTLE,WA98121 		  PC SUBSIDIZE LOW-INCOME HOUSING FOR SENIORS 10,000

PRATHAM USA

9703 RICHMOND AVE STE 102
HOUSTON,TX77042 		  PC EDUCATIONAL AND VOCATIONAL TRAINING 2,000

REBUILDING TOGETHER METRO DENVER INC

4981 E 39TH AVE
DENVER,CO80207 		  PC HOUSING FOR AGING ADULTS 5,000

RENO RODEO FOUNDATION

59 DAMONTE RANCH PARKWAY STE B-441
RENO,NV89521 		  PC SUPPORT ADOLESCENTS RESCUED FROM UNFIT HOMES 2,500

RIRIE-WOODBURY DANCE FOUNDATION

138 WEST BROADWAY
SALT LAKE CITY,UT84101 		  PC PURSUE ONGOING INCLUSION IN DANCE 70,000

RIVER CITIES UNITED WAY

PO BOX 966
LAKE HAVASU CITY,AZ86405 		  PC IMPROVE ACCESS TO MEDICAL CARE 1,000

ROCKY MOUNTAIN MICROFINANCE INSTITUTE

1824 LINCOLN ST
DENVER,CO80203 		  PC SUPPORT ENTREPRENEURS THROUGH EDUCATION 5,000

RTL FOUNDATION

2900 WELTON ST STE 200
DENVER,CO80205 		  PC PROVIDE UNDESERVED COMMINITIES EDUCATION 3,000

SAN ANTONIO LIVESTOCK EXPOSITION INC

PO BOX 200320
SAN ANTONIO,TX78220 		  PC YOUTH EDUCATION SURROUNDING AGRICULTURE 4,617

SAN DIEGO INTERFAITH HOUSING FOUNDATION

7956 LESTER AVE
LEMON GROVE,CA91945 		  PC SUPPORT AFFORDABLE HOUSING DEVELOPMENT 5,000

SAN DIEGO SOCIETY OF NATURAL HISTORY BALBOA PARK

1788 EL PRADO
SAN DIEGO,CA92101 		  PC SUPPORT MUSEUM RESEARCH AND EXHIBITS 10,000

SAN JUAN COUNTY LIFE SKILLS FOUNDATION

PO BOX 360
KIRTLAND,NM87417 		  PC SUPPORTING VETERANS PROGRAM 325

SCENIC HOUSTON INC

5615 KIRBY DR 645
HOUSTON,TX77005 		  PC PROTECT PUBLIC SPACES IN HOUSTON 2,000

SEARCH HOMELESS SERVICES

2015 CONGRESS ST
HOUSTON,TX77002 		  PC HOUSE THE HOMELESS 2,640

SERVICE CORPS OF RETIRED EXECUTIVES ASSOCIATION

721 19TH ST RM 428
DENVER,CO80202 		  PC SMALL BUSINESS BENTORING 2,500

SERVICE CORPS OF RETIRED EXECUTIVES ASSOCIATION

300 S 4TH ST 400
LAS VEGAS,NV89101 		  PC PROVIDE MENTORING FOR SMALL BUSINESS OWNERS 5,000

SERVICE CORPS OF RETIRED EXECUTIVES ASSOCIATION

450 SINCLAIR ST
RENO,NV89501 		  PC PROVIDE MENTORING FOR SMALL BUSINESS OWNERS 2,500

SERVICING OUR KIDS FOUNDATION

121 INDUSTRIAL PARK RD STE 110
HENDERSON,NV89015 		  PC WEEKEND MEAL BAGS TO CHILDREN 2,500

SHELTER THE HOMELESS COMMITTEE INC

242 W PARAMOUNT AVE
SALT LAKE CITY,UT84115 		  PC SUPPORT ENDING HOMELESSNESS 100,000

SMALL STEPS NURTURING CENTER

2902 JENSEN DR
HOUSTON,TX77026 		  PC PROVIDE EARLY CHILDHOOD EDUCATION 8,400

SOJOURNER CENTER

PO BOX 20156
PHOENIX,AZ85036 		  PC PROVIDE EMERGENCY SHELTER SERVICES 2,500

SOUTHWEST AUTISM RESEARCH & RESOURCE CENTER

300 N 18TH ST
PHOENIX,AZ85006 		  PC SUPPORT INDIVIDUALS WITH AUTISM AND THEIR FAMILIES 2,500

SPECIAL OLYMPICS ARIZONA INC

2455 N CITRUS RD BLDG 64
GOODYEAR,AZ85395 		  PC SERVE ADULTS WITH DEVELOPMENTAL AND PHYSICAL DISABILITIES 2,500

SPECIAL RECREATION SERVICES INC

480 GALLETTI WAY BLDG 2
SPARKS,NV89431 		  PC SUPPORT LOW-INCOME INDIVIDUALS WITH DISABILITIES 2,500

SPIRIT GOLF ASSOCIATION

2441 HIGH TIMBERS STE 130
THE WOODLANDS,TX77316 		  PC PROMOTE AMATEUR GOLF 21,750

STAR OF HOPE MISSION

4848 LOOP CENTRAL DR STE 500
HOUSTON,TX77081 		  PC MEET EDUCATIONAL NEEDS OF ADULTS WITH FUNCTIONAL DISABILITIES 1,600

STAR OF HOPE MISSION

4848 LOOP CENTRAL DR STE 500
HOUSTON,TX77081 		  PC SUPPORT ADULTS WITH FUNCTIONAL DISABILITIES 1,500

STELLA H OAKS CHARITABLE FOUNDATION

90 WEST 500 S STE 326
SALT LAKE CITY,UT84010 		  PC SUPPORT SINGLE-MOTHER SCHOLARSHIP 50,000

SUTHERLAND INSTITUTE

420 E SOUTH TEMPLE STE 510
SALT LAKE CITY,UT84111 		  PC SUPPORT COMMUNITY-DRIVEN PUBLIC POLICY SOLUTIONS 20,000

TEXAS 2036

210 W 7TH ST STE 1100
AUSTIN,TX78701 		  PC WORKFORCE DEVELOPMENT PROGRAM 2,000

THE BROOKWOOD COMMUNITY INC

1752 FM 1489
BROOKSHIRE,TX77423 		  PC PROMOTE COMMUNITY FOR ADULTS WITH FUNCTIONAL DISABILITIES 1,250

THE EMPOWERMENT CENTER

7400 S VIRGINIA ST
RENO,NV89511 		  PC PROVIDE SAFE HOUSING 1,500

THE FOOD BANK OF NORTHERN NEVADA INC

550 ITALY DR
SPARKS,NV89437 		  PC SUPPORT CORE FOOD DISTRIBUTION 2,500

THE HOBBY CENTER FOUNDATION

800 BAGBY ST STE 300
HOUSTON,TX77002 		  PC PRESENT ENGAGING PERFORMANCES FOR HOUSTON COMMUNITY 5,000

THE PINON PROJECT

210 E MAIN
CORTEZ,CO81321 		  PC PROVIDE SERVICES FOR CHILDREN AND FAMILIES 650

THE SALVATION ARMY

1500 AUSTIN ST
HOUSTON,TX77002 		  PC PROVIDING WELFARE TO THOSE IN NEED 2,500

THE SALVATION ARMY

2707 E VAN BUREN ST
PHOENIX,AZ85008 		  PC PROVIDE CRITICAL NEEDS ASSISTANCE 2,500

THE WARD ECONOMIC DEVELOPMENT CORPORATION

PO BOX 7231
LOS ANGELES,CA90007 		  PC SUPPORT HOMELESS VETERAN FAMILIES 1,000

THE YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER SEATTLE

909 4TH AVE
SEATTLE,WA98104 		  PC EDUCATIONAL AND SUPPORT PROGRAMS FOR YOUTH 8,750

THRIVEWELL CANCER FOUNDATION

PO BOX 29331
SAN ANTONIO,TX78229 		  PC FUND CANCER RESEARCH 3,000

TREASURE HOUSE

7815 W ASPERA BLVD
GLENDALE,AZ85308 		  PC SUPPORT YOUNG ADULTS WITH IDDS 20,000

TREES OF HOPE

7055 OLD KATY RD 14
HOUSTON,TX77024 		  PC PROTECTING CHILDREN FROM SEXUAL ABUSE 2,000

UNDIES FOR EVERYONE

3610 WILLOWBEND BLVD
HOUSTON,TX77054 		  PC PROVIDE NEW UNDERWEAR TO CHILDREN 1,500

UNITED CEREBRAL PALSY OF NEVADA

740 FREEPORT BLVD 101
SPARKS,NV89431 		  PC PROVIDE TRAINING TO INDIVIDUALS WITH DISABILITIES 2,500

UNITED WAY OF GREATER BAYTOWN AREA AND CHAMBERS COUNTY

5309 DECKER DRIVE
BAYTOWN,TX77520 		  PC MEET TARGETED COMMUNITY NEEDS 5,000

UNITED WAY OF GREATER HOUSTON

50 WAUGH DR
HOUSTON,TX77007 		  PC CREATE OPPORTUNITIES FOR INDIVIDUALS AND FAMILIES TO THRIVE 100,000

UNITED WAY OF GREATER HOUSTON

50 WAUGH DR
HOUSTON,TX77007 		  PC CREATE OPPORTUNITY FOR INDIVIDUALS AND FAMILIES TO THRIVE 20,000

UNITED WAY OF KING COUNTY

720 2ND AVE
SEATTLE,WA98104 		  PC PROVIDING SUPPORT TO LOCAL NONPROFITS 8,900

UNITED WAY OF NORTHERN ARIZONA

1515 E CEDAR AVE STE D1
FLAGSTAFF,AZ86002 		  PC SUPPORT EARLY CHILDHOOD LITERACY 4,000

UNITED WAY OF SIERRA VISTA AND COCHISE COUNTY INC

750 BARTOW DR STE 1
SIERRA VISTA,AZ85635 		  PC PROMTE FINANCIAL STABILITY 2,000

UNITED WAY OF TUCSON AND SOUTHERN ARIZONA INC

330 N COMMERCE PARK LOOP STE 200
TUCSON,AZ85745 		  PC SUPPORT MENTAL WELL-BEING 10,000

UNITED WAY OF YUMA COUNTY INC

1198 S 4TH ST STE B
YUMA,AZ85364 		  PC SUPPORT BASIC NEEDS LIKE FOOD AND SHELTER 3,000

UNIVERSITY OF NEVADA LAS VEGAS FOUNDATION

4505 S MARYLAND PARKWAY
LAS VEGAS,NV89154 		  PC SUPPORT STUDENT ATHLETICS 36,000

UNIVERSITY OF NEVADA LAS VEGAS FOUNDATION

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

VALLEY OF THE SUN UNITED WAY

3200 E CAMELBACK RD STE 375
PHOENIX,AZ85018 		  PC SUPPORT COMMUNITY DEVELOPMENT 10,000

VALLEYWISE HEALTH FOUNDATION

5050 N 40TH ST 110
PHOENIX,AZ85018 		  PC RAISE FUNDS FOR PUBLIC TEACHING HOSPITAL 2,500

VENTURA COUNTY COMMUNITY DEVELOPMENT CORPORATION

2231 STURGIS RD A
OXNARD,CA93030 		  PC PROVIDE HOMEBUYER EDUCATION TO LOW-MODERATE INCOME RESIDENTS 15,000

WESLEY COMMUNITY CENTER INC

1300 S 10TH ST
PHOENIX,AZ85034 		  PC PROVIDE CARE TO UNINSURED AND UNDERSERVED POPULATIONS 2,500

WESTSIDE BABY

10002 14TH AVE SW
SEATTLE,WA98146 		  PC PROVIDE ESSENTIAL ITEMS FOR CHILDREN 2,500

WITTE MUSEUM

3801 BROADWAY
SAN ANTONIO,TX78209 		  PC PROMOTES LIFELONG LEARNING 2,933

WOODLAND PARK ZOOLOGICAL SOCIETY

5500 PHINNEY AVE N
SEATTLE,WA98103 		  PC PRESERVATION OF FORESTS 4,350

WORK OPTIONS FOR WOMEN

1895 QUEBEC ST
DENVER,CO80220 		  PC OVERCOME BARRIERS TO SUSTAINABLE EMPLOYMENT 1,459

YES PREP PUBLIC SCHOOLS INC

5455 S LOOP E FWY
HOUSTON,TX77033 		  PC PROVIDE STUDENTS WITH A COLLEGE-READY EDUCATION 1,000

YOUNG AMERICANS CENTER FOR FINANCIAL EDUCATION

3550 E 1ST AVE
DENVER,CO80206 		  PC PROVIDE LOW-INCOME STUDENTS WITH FINANCIAL EDUCATION 7,500
Total .................................right arrow 3a 1,427,860
bApproved for future payment
Total ................................. right arrow 3b 0
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 ........... 		         
4 Dividends and interest from securities ....     14 1,016,683  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 1,103,143  
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 -1,992  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 2,117,834 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,117,834
(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:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
THE ZIONS BANCORPORATION FOUNDATION
EIN:
84-1411938
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEES 4,550 4,550   0

TY 2024 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 63,996 46,646
AAPL FMV 171,216 306,264
ABBNY FMV 59,345 80,949
ABNB FMV 57,839 55,718
ACCRD FMV 856 66,578
ACN FMV 73,161 86,189
ADBE FMV 56,389 57,364
ADDYY FMV 46,278 53,577
AGG FMV 4,051,965 3,534,718
AIQUY FMV 73,859 77,215
ALC FMV 60,722 72,836
AMZN FMV 321,931 481,561
AON FMV 78,475 98,051
ASCCY FMV 8,959 36,768
ASMIY FMV 15,325 21,988
ASML FMV 74,373 89,407
ASML FMV 78,345 72,773
AZN FMV 56,050 46,716
BKNIY FMV 30,722 30,063
BVVBY FMV 53,799 55,294
CB FMV 31,615 39,787
CFRUY FMV 57,997 63,758
CGEMY FMV 64,547 55,909
CMNIX FMV 1,075,516 1,146,472
CMPGY FMV 47,383 71,612
COIHY FMV 33,120 26,157
CPPLP FMV 393,609 393,609
CRH FMV 19,300 23,130
CRM FMV 118,202 163,153
CSVZX FMV 2,271,210 2,435,517
CTTAY FMV 23,651 20,438
DBLEX FMV 883,164 837,812
DBSDY FMV 29,329 40,893
DPMAY FMV 43,272 50,885
DSCSY FMV 19,478 19,984
DSDVY FMV 22,495 22,399
EPOAY FMV 45,697 42,224
EQIX FMV 79,386 108,432
ETN FMV 57,185 122,460
EXPGY FMV 49,684 53,672
FANUY FMV 46,539 42,996
FLVII FMV 0 1
GIL FMV 45,168 55,566
GJRTX FMV 1,113,423 1,125,280
GLSPC FMV 4,192,198 4,586,713
GOOGL FMV 88,933 102,790
GWW FMV 41,024 114,891
HALMY FMV 35,655 44,723
HCFLP FMV 0 1
HLMEX FMV 1,408,460 1,005,002
HNVRX FMV 1,724,754 1,805,253
HOCPY FMV 42,569 49,676
HXGBY FMV 16,470 15,865
ICE FMV 19,943 26,524
ICLR FMV 25,421 24,746
ICLR FMV 42,187 36,280
IMCDY FMV 45,261 45,247
ING FMV 43,858 51,210
INTU FMV 82,746 100,560
ISRG FMV 69,997 119,529
IVV FMV 3,062,932 3,245,982
IWP FMV 1,141,335 1,543,562
IWS FMV 1,207,292 1,558,159
JHX FMV 36,896 28,869
KAOOY FMV 22,502 22,339
KBCSY FMV 44,876 50,788
LLY FMV 54,264 87,236
LNSTY FMV 39,544 52,258
META FMV 160,628 341,352
MFG FMV 65,114 76,714
MMC FMV 59,817 78,592
MNST FMV 63,005 77,158
MSFT FMV 241,033 409,698
MTSFY FMV 42,934 35,685
MTUAY FMV 44,604 64,185
MWTIX FMV 7,567,631 6,537,380
NCLTY FMV 49,269 41,880
NFLX FMV 79,755 218,373
NPXYY FMV 49,201 46,081
NRDBY FMV 25,616 23,844
NRILY FMV 34,150 38,094
NVDA FMV 72,120 539,309
NVO FMV 19,825 19,527
NVO FMV 99,761 90,235
NWKDX FMV 1,687,193 1,803,657
PANW FMV 44,605 133,559
PLFDX FMV 845,958 835,401
PUMSY FMV 24,779 24,102
PYPL FMV 145,815 106,944
PZIEX FMV 1,007,970 943,842
RCRUY FMV 18,543 41,131
RELX FMV 87,118 122,543
RNECY FMV 20,041 20,268
RTX FMV 59,920 89,567
RYAAY FMV 46,648 49,475
SAP FMV 28,607 48,257
SAXPY FMV 54,355 45,386
SBUX FMV 30,883 30,021
SHECY FMV 44,746 37,910
SHW FMV 72,601 95,860
SIEGY FMV 59,991 61,700
SPGI FMV 62,653 95,622
SU FMV 27,752 45,563
SVAIX FMV 1,351,376 1,268,051
SYIEY FMV 43,012 37,442
SYK FMV 54,138 87,132
SZKMY FMV 34,710 36,310
TBIXX FMV 167,894 167,894
TBIXX FMV 61,438 61,438
TBIXX FMV 127,633 127,633
TBIXX FMV 11,367 11,367
TGOPY FMV 29,902 33,722
TGT FMV 64,384 71,375
THLLY FMV 43,077 47,465
TIDDX FMV 1,403,829 1,208,842
TMO FMV 103,121 115,491
TOELY FMV 54,213 43,704
TSLA FMV 49,691 104,191
TSM FMV 95,742 120,074
TTNDY FMV 45,430 46,777
UBER FMV 56,773 75,340
UL FMV 109,486 119,070
UNH FMV 98,393 143,664
UNP FMV 74,620 73,885
UNVGY FMV 40,051 45,192
V FMV 199,360 290,441
VACNY FMV 18,806 14,601
WDAY FMV 97,563 102,696
ZTS FMV 55,860 61,262

TY 2024 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
OTHER BROKERAGE INVESTMENT EXPENSES 3,387 3,387   0


TY 2024 OtherIncomeSchedule2
Name:
THE ZIONS BANCORPORATION FOUNDATION
EIN:
84-1411938
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
  0 600 0
FROM PASS-THRU ENTITIES -1,992   -1,992


TY 2024 OtherProfessionalFeesSchedule
Name:
THE ZIONS BANCORPORATION FOUNDATION
EIN:
84-1411938
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEES 43,063 43,063   0


TY 2024 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 21,094 21,094   0
FEDERAL INCOME TAX WITHHOLDING 13,611 0   0
SECTION 4945 TAX 2,500 0   0
SECTION 4940 TAX 60,000 0   0