Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
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
Sandy
State or province
UT
Country  
ZIP or foreign postal code
84070
A Employer identification number

84-3574217
B Telephone number (see instructions)

8013251939
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$2,026,617
J 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) 271,326
2 Check .................
3 Interest on savings and temporary cash investments 115,601 115,601 115,601
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........ 386,927 115,601 115,601
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)......... 14,274   14,274  
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 3,167      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 35,950 8,590 8,590 18,770
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 53,391 8,590 22,864 18,770
25 Contributions, gifts, grants paid....... 1,490,000 1,490,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 1,543,391 8,590 22,864 1,508,770
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,156,464
b Net investment income (if negative, enter -0-) 107,011
c Adjusted net income (if negative, enter -0-)... 92,737
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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............. 12,656 297,498 297,498
2 Savings and temporary cash investments......... 3,170,423 1,729,119 1,729,119
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,183,079 2,026,617 2,026,617
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 )    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 3,183,079 2,026,617
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 3,183,079 2,026,617
30 Total liabilities and net assets/fund balances (see instructions). 3,183,079 2,026,617
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
3,183,079
2
Enter amount from Part I, line 27a .....................
2
-1,156,464
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
2
4
Add lines 1, 2, and 3 ..........................
4
2,026,617
5
Decreases not included in line 2 (itemize)
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
2,026,617
Form 990-PF (2025)
Form 990-PF (2025)
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 and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 1,487
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 1,487
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 1,487
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 2,810
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,810
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....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 1,323
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax1,323 Refunded 11  
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
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)
UT
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 2025 or the taxable year beginning in 2025? 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 addressN/A
14
The books are in care ofSuzanne Oliver Telephone no. (801) 325-1939

Located at9800 South Monroe StreetSandyUT ZIP+484070
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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...................  
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, the Foundation made contributions to eighty three 501(c)(3) organizations, which operate within the area in which the Foundation is committed to serve. 1,185,000
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 one hundred fifty five scholarships in 2025 for students to attend the following colleges: Arizona State University, Biola University, Boise State University, Bridgewater State University, Brigham Young University, Brigham Young University Idaho, Collin College, East Texas A&M University, Gonzaga University, Grand Canyon University, Idaho State University, Johns Hopkins University, Montana State University, North Dakota State University, Northwest Nazarene University, Oregon State University, Pepperdine University, Ripon College, Salt Lake Community College, Snow College, Southern Utah University, Stanford University, University of Alabama, University of Arizona, University of Idaho, University of Montana, 305,000
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.........................  
Form 990-PF (2025)
Form 990-PF (2025)
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
2,719,067
b
Average of monthly cash balances.......................
1b
0
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
2,719,067
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
2,719,067
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
40,786
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,678,281
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
133,914
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
133,914
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
1,487
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,487
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
132,427
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
132,427
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
132,427
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, line 26, column (d) ..........
1a
1,508,770
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
1,508,770
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2024
(c)
2024
(d)
2025
1 Distributable amount for 2025 from Part X, line 7 132,427
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022...... 474,906
d From 2023...... 1,600,988
e From 2024...... 971,203
f Total of lines 3a through e ........ 3,047,097
4Qualifying distributions for 2025 from Part
XI, line 4: $ 1,508,770
a Applied to 2024, 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 2025 distributable amount..... 132,427
e Remaining amount distributed out of corpus 1,376,343
5 Excess distributions carryover applied to 2025.    
(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 4,423,440
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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
 
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 ..........
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 2020 not
applied on line 5 or line 7 (see instructions) ...
 
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ......
4,423,440
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 .... 474,906
c Excess from 2023 .... 1,600,988
d Excess from 2024 .... 971,203
e Excess from 2025 .... 1,376,343
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 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, 2b, 2c, and 2d. 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 (2025)
Form 990-PF (2025)
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
Ronald McDonald House Charities


935 E South Temple
Salt Lake City,UT84102
None   To create, fund, and support programs that directly improve the health and well-being of children and their families. 200,000
Fullmer Legacy Foundation


10960 South Park Road South
Jordan,UT84095
None   To assist at-risk youth to build physical and mental strength for the world outside the ring. 250,000
Idaho Foodbank Warehouse


3630 E Commercial Court
Meridian,ID83642
None   To feed, educate, and advocate for Idaho's hungry through collaborative partnerships and programs that nourish communities. 2,000
Montana Food Bank Network


5780 Alloy North
Missoula,MT59808
None   To end hunger in Montana through food acquisition and distribution, education, and advocacy. 1,000
Three Square


4190 N Pecos Road
Las Vegas,NV89115
None   To provide wholesome food to hungry people, while passionately pursuing a hunger-free community. 1,000
United Food Bank


3150 S 900 W
Salt Lake City,UT84119
None   To fight hunger statewide. 2,000
USANA Kids Eat


2538 South 3850 West
West Valley,UT84120
None   To eliminate childhood hunger in Utah by providing nutritious, easy-to-prepare food to at-risk students, especially over weekend and holidays. 14,000
Beehive Science and Technology Acad


2165 E 9400 S
Sandy,UT84093
None   To support a college preparatory charter school located in Sandy, Utah. 1,000
Box Elder High School


380 S 600 W
Brigham City,UT84302
None   To support a public high school located in Brigham City, UT. 1,000
Brookhaven Elementary


7082 N Seedling Drive
Eagle Mountain,UT84005
None   To support a public elementary school located in Eagle Mountain, UT. 1,000
Cedar Valley Elementary


40 E Center Street
Cedar Fort,UT84013
None   To support a public elementary school located in Cedar Fort, UT. 2,000
Copper Canyon Elementary


8917 S Copperwood Drive
West Jordan,UT84081
None   To support a public elementary school located in West Jordan, UT. 1,000
Copper Hills High School


45 E 100 N
Spanish Fork,UT84660
None   To support a public high school located in Spanish Fork, UT. 1,000
Crescent Elementary


11100 S 230 E
Sandy,UT84070
None   To support a public elementary school located in Sandy, UT. 1,000
Davis High School


325 S Main Street
Kaysville,UT84037
None   To support a public high school located in Kaysville, UT. 1,000
Draper Park Middle School


13133 S 1300 E
Draper,UT84020
None   To support a public middle school located in Draper, UT. 1,000
Ephraim Elementary School


555 S 100 E
Ephraim,UT84627
None   To support a public elementary school located in Ephraim, UT. 1,000
Granite Park Junior High


3031 S 200 E
South Salt Lake,UT84115
None   To support a public middle school located in Salt Lake City, UT. 1,000
Hartvigsen Elementary School


1510 W 5400 S
Taylorsville,UT84123
None   To support a public elementary school located in Taylorsville, UT. 1,000
Hawthorn Academy


9062 South 2200 West
West Jordan,UT84088
None   To support public charter schools located in West Jordan, UT. 1,000
Heartland Elementary


1451 W 7000 S
West Jordan,UT84084
None   To support a public elementary school located in West Jordan, UT. 1,000
Herriman High School


11917 Mustang Trail Way
Herriman,UT84096
None   To support a public high school located in Herriman, UT. 1,000
Hidden Hollow Elementary


7447 Hidden Valley Parkway
Eagle Mountain,UT84005
None   To support a public elementary school located in Eagle Mountain, UT. 1,000
Hurricane Intermediate School


1325 S 700 W
Hurricane,UT84737
None   To support a public middle school located in Hurricane, UT. 1,000
Island View Elementary


385 S 4500 W
West Point,UT84015
None   To support a public elementary school located in West Point, UT. 1,000
Kanab High School


59 E Cowboy Wy
Kanab,UT84741
None   To support a public high school located in Kanab, UT. 1,000
Kearns High School


5525 Cougar Lane
Kearns,UT84118
None   To support a public high school located in Kearns, UT. 1,000
Lehi High School


180 N 500 E
Lehi,UT84043
None   To support a public high school located in Lehi, UT. 1,000
Mountain Point Elementary


15345 S Puma Mountain Way
Bluffdale,UT84065
None   To support a public elementary school located in Bluffdale, UT. 1,000
Nell Armstrong Academy


5194 Highbury Parkway
West Valley City,UT84120
None   To support a public elementary school located in West Valley City, UT. 1,000
Oak Canyon Jr High


111 S 725 E
Lindon,UT84042
None   To support a public middle school located in Lindon, UT. 1,000
Overlake Elementary School


2052 N 170 W
Tooele,UT84074
None   To support a public elementary school located in Tooele, UT. 1,000
Pine View High School


2850 E 750 N
St George,UT84790
None   To support a public high school located in St. George, UT. 1,000
Saratoga Shores Elementary


1415 S Parkside Drive
Saratoga Springs,UT84045
None   To support a public elementary school located in Saratoga Springs, UT. 1,000
Shelley Elementary School


602 N 200 W St
American Fork,UT84003
None   To support a public elementary school located in American Fork, UT. 1,000
Springville High School


1205 E 900 S
Springville,UT84663
None   To support a public high school located in Springville, UT. 2,000
Sprucewood Elementary School


12025 S 1000 E
Sandy,UT84094
None   To support a public elementary school located in Sandy, UT. 1,000
Summit Academy Independence


15327 S Noell Nelson Drive
Bluffdale,UT84065
None   To support a public elementary school located in Bluffdale, UT. 1,000
Syracuse Elementary


1503 S 2000 W
Syracuse,UT84075
None   To support a public elementary school located in Syracuse, UT. 1,000
The Goldminer's Daughter School


10160 E Little Cottonwood Canyon Rd
Alta,UT84092
None   To support a public elementary school located in Alta, UT. 1,000
Wahlquist Jr High


2656 2400 W
Farr West,UT84404
None   To support a public middle school located in Farr West, UT. 1,000
Wendover High School


110 S Wildcat Blvd
Wendover,UT84083
None   To support a public high school located in Wendover, UT. 1,000
Hale Centre Theatre


9900 South Monroe
Sandy,UT84070
None   To provide affordable, world-class family theater and education. 600,000
University of Utah School of Medici


30 N 1900 E
Salt Lake City,UT84132
None   To advance health sciences and practice by pursuing excellence in the discovery and application of informatics innovations, the education of the next generation of a biomedical workforce, and the establishment, development, and building of collaborative partnerships. 40,000
Bridgewater Elementary School


1499 Indian Hollow Drive
Idaho Falls,ID83401
None   To support educators at public elementary school located in Idaho Falls, ID. 1,000
Campo Verde High School


1326 Montezuma Castle Road
Camp Verde,AZ86322
None   To support educators at public high school located in Camp Verde, AZ. 1,000
Crane Middle School


4450 W 32nd Street
Yuma,AZ85364
None   To support educators at public middle school located in Yuma, AZ. 1,000
Hope High School Online


9780 Pyramid Court Suite 100
Englewood,CO80112
None   To support educators at online high school located in Englewood, CO. 1,000

Post Falls Middle School

301 E 16th Ave
Post Falls,ID83854
None   To support educators at public middle school located in Post Falls, ID. 1,000
Shadow Mountain High School


2902 E Shea Blvd
Phoenix,AZ85028
None   To support educators at public high school located in Phoenix, AZ. 1,000
Sonoran Foothills School


32150 N N Foothills Dr
Phoenix,AZ85085
None   To support educators at public elementary school located in Phoenix, AZ. 1,000
St Paul Catholic School


1601 Mesa Avenue
Colorado Springs,CO80906
None   To support educators at St. Paul Catholic School in Colorado Springs, CO. 1,000
Twin Falls High School


1615 Filer Avenue East
Twin Falls,ID83301
None   To support educators at public high school located in Twin Falls, ID. 1,000
Utterback Middle School


3233 S Pinal Vista
Tucson,AZ85713
None   To support educators at middle school located in Tucson, AZ. 1,000
Garden Valley Senior Inc


261 S Middlefork Road
Garden Valley,ID83622
None   To promote health, independence and well being in the Garden Valley, ID community. 1,000
Addict II Athlete


1875 S State St Suite T500B
Orem,UT84097
None   To promote recovery support groups focusing on health, exercise, education, service and relationship in the Orem, UT community. 1,000
Birthday Box Foundation


3688 E Campus Drive 101
Eagle Mountain,UT84005
None   To ensure every child feels seen, celebrated, and included, regardless of their circumstances in the Eagle Mountain, Saratoga Springs, Cedar Fort, Fairfield, UT or Primary Children's Hospital - Miller Campus communities. 1,000
The Christmas Box International


3660 So West Temple
Salt Lake City,UT84115
None   To support children, teens and young adults, ages 0-22 who have experienced abuse, neglect, trafficking or who are facing homelessness. 1,000
Cole's Pantry


485 South 24th Street West
Billings,MT59102
None   To ensure no child goes hungry in rural Montana towns. 1,000
Craft Lake City


230 S 500 W Suite 125
Salt Lake City,UT84101
None   To educate, promote, and inspire local artisans while elevating Utah's creative culture through science, technology, and art. 1,000
Dove Center


391 E 500 S
St George,UT84770
None   To empower people impacted by domestic abuse and sexual violence while cultivating and informed community fee from such abuse in the St. George, UT community. 1,000
Friends in Need


5194 N Lake Mountain Road
Eagle Mountain,UT84005
None   To provide care for over 250 animals with opportunities for visitors and volunteers. 1,000
Friends of the Children


735 Michigan Avenue
Missoula,MT59802
None   To empower youth who are facing the greatest obstacles through relationships with professional mentors. 1,000
From Chemo to Crown


PO Box 271094
Salt Lake City,UT84127
None   To bring joy, support, and awareness to children and youth battling life-threatening illnesses, specifically cancer. 1,000
Center of Hope Food Pantry


74 S Orcahrd Drive
North Salt Lake,UT84054
None   To promote a community-driven resource providing food assistance to individuals and families facing hunger, with a mission to deliver nourishment and dignity. 1,000
Iron County Care and Share


222 W 900 N
Cedar City,UT84721
None   To provide essential, nutritious groceries to individuals and families in crisis or with limited access to resources. 1,000
Kids with Disabilities Adventures


655 E 100 S
Spanish Fork,UT84660
None   To provide opportunities to explore the outdoors for children with special needs and disabilities. 1,000
Little Lambs Foundation for Kids In


1125 W 400 N Suite 200
Logan,UT84321
None   To uplift struggling families and foster youth by providing the essential items no child should have to go without. 1,000
Manes Miracles


43421 N Friend Ave
San Tan Valley,AZ85140
None   To improve the lives of those in Arizona's East Valley who have physical, mental, and emotional disabilities by providing a first-rate facility with adaptive or therapeutic riding, equine-assisted activities, and equine-assisted physical therapy. 1,000
Murray Children's Pantry Foundation


170 E 5770 S
Murray,UT84107
None   To eliminate childhood hunger within the Murray community by building a food pantry to provide direct assistance to our neighbors in need. 1,000
Northeastern Utah Friends Against F


224 E 500 S
Vernal,UT84078
None   To provide services to those impacted by family and sexual violence, increase offender accountability, and raise awareness of the impact of interpersonal violence on our families and communities. 1,000
Old Town Actor's Studio


427 N Main St
Pocatello,ID83460
None   To promote theater performance, production, education, training, and experimentation. 1,000
Preston's Pursuit for Acceptance


3694 E Meadowview Dr
Gilbert,AZ85298
None   To provide autism education for first responders. 1,000
Sandbox Theatre Company


10778 S Redwood Rd
South Jordan,UT84095
None   To promote artistic development and youth education. 1,000
Scooter's Youth Hunting Camp


PO Box 807/870 Celeste Drive
Emmett,ID83617
None   To provide a free, one-day educational event held annually in Emmett, Idaho, for children ages 9 to 16. 1,000
Share Parents of Utah


PO Box 982
Draper,UT84020
None   To serve those touched by the death of a baby through pregnancy loss, stillbirth, or in the first months of life. 1,000
Salt Lake City Pride


68 S Main St 9th Floor
Salt Lake City,UT84101
None   To unite, empower and celebrate Utah's diverse LGBTQ+ community with safe, accessible, and inclusive programs and events. 1,000
Snake River Animal Shelter


3000 Lindsay Blvd
Idaho Falls,ID83402
None   To improve and save animal lives by promoting quality care and compassion through adoption and humane education in the region. 1,000
The Backpack Club


213 W County Line Road
Highlands Ranch,CO80129
None   To remove food insecurity as an obstacle for children so they can grow, learn, and thrive. 1,000
The Family Place Utah


PO Box 6055
Logan,UT84341
None   To strengthen families and protect children in Cache, Rich, and Franklin Counties. 1,000
The Salvation Army Salt Lake City C


438 S 900 W
Salt Lake City,UT84104
None   To preach the gospel of Jesus Christ and meet human needs in His name without discrimination. 1,000
Tiny Tim's Foundation for Kids


6818 Airporat Rd Suite A
West Joran,UT84084
None   To make wooden toy cars out of donated scrap wood with volunteer time ranging from retired folk to youth and kids. 1,000
Kamron Byrd


c/o Snow College 150 College Ave
Ephraim,UT84627
None   To provide a first generation academic scholarship to attend Snow College. 1,000
Adam Fitch


c/o Snow College 150 College Ave
Ephraim,UT84627
None   To provide a first generation academic scholarship to attend Snow College. 1,000
Jelly Gisell Acquino Inga


c/o Snow College 150 College Ave
Ephraim,UT84627
None   To provide a first generation academic scholarship to attend Snow College. 1,000
Malia Anderson


c/o Snow College 150 College Ave
Ephraim,UT84627
None   To provide a first generation academic scholarship to attend Snow College. 1,000
Iliana B Rojas Vega


c/o Snow College 150 College Ave
Ephraim,UT84627
None   To provide a first generation academic scholarship to attend Snow College. 1,000
Sanaya Gupta


c/o ASU PO Box 870412
Tempe,AZ85287
None   To provide an academic scholarship to attend Arizona State University. 2,000
Rati Tabatadze


c/o ASU PO Box 870412
Tempe,AZ85287
None   To provide an academic scholarship to attend Arizona State University. 2,000
Kaleigha Clytus


c/o ASU PO Box 870412
Tempe,AZ85287
None   To provide an academic scholarship to attend Arizona State University. 2,000
Brick Shultz


c/o ASU PO Box 870412
Tempe,AZ85287
None   To provide an academic scholarship to attend Arizona State University. 2,000
Brady Cochran


c/o ASU PO Box 870412
Tempe,AZ85287
None   To provide an academic scholarship to attend Arizona State University. 2,000
Makaeli Lay


c/o Biola U 13800 Biola Ave
La Mirada,CA90639
None   To provide an academic scholarship to attend Biola University. 2,000
Aniston Ewing


Boise State 1910 University Drive
Boise,ID83725
None   To provide an academic scholarship to attend Boise State University. 2,000
Taylor Bratvold


Boise State 1910 University Drive
Boise,ID83725
None   To provide an academic scholarship to attend Boise State University. 2,000
Thea Jackson


c/o Bridgewater U 45 Plymouth
Bridgewater,MA02325
None   To provide an academic scholarship to attend Southern Utah University. 2,000
Alyssa Goates


BYU A41 ASB
Provo,UT84602
None   To provide an academic scholarship to attend Brigham Young University. 2,000
Tasha Cluff


BYU A41 ASB
Provo,UT84602
None   To provide an academic scholarship to attend Brigham Young University. 2,000
Sadie Boring


BYU A41 ASB
Provo,UT84602
None   To provide an academic scholarship to attend Brigham Young University. 2,000
Rosalind Woolley


BYU A41 ASB
Provo,UT84602
None   To provide an academic scholarship to attend Brigham Young University. 2,000
Sophie Scoville


BYU A41 ASB
Provo,UT84602
None   To provide an academic scholarship to attend Brigham Young University. 2,000
Mariah Bowen


BYU A41 ASB
Provo,UT84602
None   To provide an academic scholarship to attend Brigham Young University. 2,000
Liliana Villavicencio


BYU A41 ASB
Provo,UT84602
None   To provide an academic scholarship to attend Brigham Young University. 2,000
Kaayl Keck


BYU A41 ASB
Provo,UT84602
None   To provide an academic scholarship to attend Brigham Young University. 2,000
Jacob Finch


BYU A41 ASB
Provo,UT84602
None   To provide an academic scholarship to attend Brigham Young University. 2,000
Hanah Park


BYU A41 ASB
Provo,UT84602
None   To provide an academic scholarship to attend Brigham Young University. 2,000
Eliza Rosevear


BYU A41 ASB
Provo,UT84602
None   To provide an academic scholarship to attend Brigham Young University. 2,000
Avery Slade


BYU A41 ASB
Provo,UT84602
None   To provide an academic scholarship to attend Brigham Young University. 2,000
Arnica Hull


BYU A41 ASB
Provo,UT84602
None   To provide an academic scholarship to attend Brigham Young University. 2,000
Lois Lyman


BYU A41 ASB
Provo,UT84602
None   To provide an academic scholarship to attend Brigham Young University. 2,000
Kayl Gunther


BYU A41 ASB
Provo,UT84602
None   To provide an academic scholarship to attend Brigham Young University. 2,000
Jaidyn Bundy


BYU A41 ASB
Provo,UT84602
None   To provide an academic scholarship to attend Brigham Young University. 2,000
Ethan Wood


BYU A41 ASB
Provo,UT84602
None   To provide an academic scholarship to attend Brigham Young University. 2,000
Brooke Laker


BYU A41 ASB
Provo,UT84602
None   To provide an academic scholarship to attend Brigham Young University. 2,000
Avery Mathews


BYU A41 ASB
Provo,UT84602
None   To provide an academic scholarship to attend Brigham Young University. 2,000
Ashley Mizukawa


BYU A41 ASB
Provo,UT84602
None   To provide an academic scholarship to attend Brigham Young University. 2,000
Tayah Smith


BYU A41 ASB
Provo,UT84602
None   To provide an academic scholarship to attend Brigham Young University. 2,000
Taj Hecklinger


BYU A41 ASB
Salt Lake City,UT84602
None   To provide an academic scholarship to attend Brigham Young University. 2,000
Susanna Bruening


BYU A41 ASB
Salt Lake City,UT84602
None   To provide an academic scholarship to attend Brigham Young University. 2,000
Sage Bergeson


BYU A41 ASB
Salt Lake City,UT84602
None   To provide an academic scholarship to attend Brigham Young University. 2,000
Megan Tew


BYU A41 ASB
Salt Lake City,UT84602
None   To provide an academic scholarship to attend Brigham Young University. 2,000
Katie Allen


BYU A41 ASB
Salt Lake City,UT84602
None   To provide an academic scholarship to attend Brigham Young University. 2,000
Jocelyn Tate


BYU A41 ASB
Salt Lake City,UT84602
None   To provide an academic scholarship to attend Brigham Young University. 2,000
Brody Hecklinger


BYU A41 ASB
Salt Lake City,UT84602
None   To provide an academic scholarship to attend Brigham Young University. 2,000
Naomi Smith


BYU A41 ASB
Salt Lake City,UT84602
None   To provide an academic scholarship to attend Brigham Young University. 2,000
Leslie Tarbet


c/o BYU-Idaho 525 Center St
Rexburg,ID83460
None   To provide an academic scholarship to attend BYU-Idaho. 2,000
Greta Clayton


c/o BYU-Idaho 525 Center St
Rexburg,ID83460
None   To provide an academic scholarship to attend BYU-Idaho. 2,000
Hazel Holt


c/o BYU-Idaho 525 Center St
Rexburg,ID83460
None   To provide an academic scholarship to attend BYU-Idaho. 2,000
Venice Kairi Chan


c/o Collin 3452 Spur 399 Ste 327
McKinney,TX75069
None   To provide an academic scholarship to attend Collin College. 2,000
Tad Williams


c/o East Texas PO Box 3011
Commerce,TX75429
None   To provide an academic scholarship to attend East Texas A&M University. 2,000
Connor Howard


c/o Gonzaga U 502 E Boone Ave
Spokane,WA99258
None   To provide an academic scholarship to attend Gonzaga University. 2,000
Claire Jensen


c/o Grand Can U PO Box 11590
Phoenix,AZ85061
None   To provide an academic scholarship to attend Grand Canyon University. 2,000
Gaven Hansen


c/o Grand Can U PO Box 11590
Phoenix,AZ85061
None   To provide an academic scholarship to attend Grand Canyon University. 2,000
Gracie Mellott


c/o Grand Can U PO Box 11590
Phoenix,AZ85061
None   To provide an academic scholarship to attend Grand Canyon University. 2,000
Cassandra Byers


c/o Idaho State 921 S 8th Ave
Pocatello,ID83209
None   To provide an academic scholarship to attend Idaho State University. 2,000
Emily Yi


c/o John Hopkins 3400 N Charles St
Baltimore,MD21218
None   To provide an academic scholarship to attend Johns Hopkins University. 2,000
Andrew Scrima


c/o MSU 21 Montana Hall
Bozeman,MT59717
None   To provide an academic scholarship to attend Montana State University. 2,000
Ashlyn Craigie


c/o MSU 21 Montana Hall
Bozeman,MT59717
None   To provide an academic scholarship to attend Montana State University. 2,000
Kasen Kastner


c/o MSU 21 Montana Hall
Bozeman,MT59717
None   To provide an academic scholarship to attend Montana State University. 2,000
Anna Tretter


c/o MSU 21 Montana Hall
Bozeman,MT59717
None   To provide an academic scholarship to attend Montana State University. 2,000
Alyssa Conrad


c/o MSU 21 Montana Hall
Bozeman,MT59717
None   To provide an academic scholarship to attend Montana State University. 2,000
Ava Bessen


c/o MSU 21 Montana Hall
Bozeman,MT59717
None   To provide an academic scholarship to attend Montana State University. 2,000
David Moody


c/o MSU 21 Montana Hall
Bozeman,MT59717
None   To provide an academic scholarship to attend Montana State University. 2,000
Josephine Wilson


c/o MSU 21 Montana Hall
Bozeman,MT59717
None   To provide an academic scholarship to attend Montana State University. 2,000
Addyson Giffin


c/o MSU 21 Montana Hall
Bozeman,MT59717
None   To provide an academic scholarship to attend Montana State University. 2,000
Karlee Albertson


c/o NDSU PO Box 6050
Fargo,ND58108
None   To provide an academic scholarship to attend North Dakota State University. 2,000
Evan Bennett


c/o Northwest Naz 623 S University
Nampa,ID83686
None   To provide an academic scholarship to attend Northwest Nazarene University. 2,000
Chloe Greek


c/o OSU PO Box 1086
Corvallis,OR97339
None   To provide an academic scholarship to attend Oregon State University. 2,000
Laurel Krause


c/o Pepperdine U 24255 Pacific HWY
Malibu,CA90263
None   To provide an academic scholarship to attend Pepperdine University. 2,000
Tatum Packard


c/o Ripon College 300 West Seward
Ripon,WI54971
None   To provide an academic scholarship to attend Ripon College. 2,000
Sierra Jacobson


c/o SLCC PO Box 30808
Salt Lake City,UT84130
None   To provide an academic scholarship to attend Salt Lake Community College. 2,000
Gabriella Lynes


c/o SLCC PO Box 30808
Salt Lake City,UT84130
None   To provide an academic scholarship to attend Salt Lake Community College. 2,000
Kingston Grant


c/o Scottsdale CC 9000 E Chaparral
Scottsdale,AZ85256
None   To provide an academic scholarship to attend Scottsdale Community College. 2,000
Liesel Steele


c/o Snow College 150 College Ave
Ephraim,UT84627
None   To provide an academic scholarship to attend Snow College. 2,000
Mya Deaton


c/o Snow College 150 College Ave
Ephraim,UT84627
None   To provide an academic scholarship to attend Snow College. 2,000
Faye Meldrum


c/o Snow College 150 College Ave
Ephraim,UT84627
None   To provide an academic scholarship to attend Snow College. 2,000
Aubree Fry


c/o Snow College 150 College Ave
Ephraim,UT84627
None   To provide an academic scholarship to attend Snow College. 2,000
Ash Brooks


c/o Snow College 150 College Ave
Ephraim,UT84627
None   To provide an academic scholarship to attend Snow College. 2,000
Paisley Henrie


c/o SUU 351 W University Blvd
Cedar City,UT84720
None   To provide an academic scholarship to attend Southern Utah University. 2,000
Madison Rose


c/o SUU 351 W University Blvd
Cedar City,UT84720
None   To provide an academic scholarship to attend Southern Utah University. 2,000
Kamren Gayler


c/o SUU 351 W University Blvd
Cedar City,UT84720
None   To provide an academic scholarship to attend Southern Utah University. 2,000
Nathan Rhodes


c/o SUU 351 W University Blvd
Cedar City,UT84720
None   To provide an academic scholarship to attend Southern Utah University. 2,000
Ivy Nielsen


c/o SUU 351 W University Blvd
Cedar City,UT84720
None   To provide an academic scholarship to attend Southern Utah University. 2,000
Hailey Yardley


c/o SUU 351 W University Blvd
Cedar City,UT84720
None   To provide an academic scholarship to attend Southern Utah University. 2,000
Raegan Steffensen


c/o SUU 351 W University Blvd
Cedar City,UT84720
None   To provide an academic scholarship to attend Southern Utah University. 2,000
Jane Brown


c/o SUU 351 W University Blvd
Cedar City,UT84720
None   To provide an academic scholarship to attend Southern Utah University. 2,000
Angela Zhan


c/o Stanford 355 Galvez St
Stanford,CA94305
None   To provide an academic scholarship to attend Stanford University. 2,000
Samuel Engellant


c/o UOA Box 870132
Tuscaloosa,AL35487
None   To provide an academic scholarship to attend the University of Alabama. 2,000
Kassie Porter


c/o UOA PO Box 210066
Tucson,AZ85721
None   To provide an academic scholarship to attend University of Arizona. 2,000
Mylei Ulbright


c/o UOI 875 Perimeter Dr
Moscow,ID83844
None   To provide an academic scholarship to attend University of Idaho. 2,000
Emma Shannahan


c/o UOI 875 Perimeter Dr
Moscow,ID83844
None   To provide an academic scholarship to attend University of Idaho. 2,000
Tessa Wilson


c/o UOM 32 Campus Drive
Missoula,MT59812
None   To provide an academic scholarship to attend University of Montana. 2,000
Emma Pate


c/o UOM 32 Campus Drive
Missoula,MT59812
None   To provide an academic scholarship to attend University of Montana. 2,000
Sophie Banzet


c/o UOMW 710 S Atlantic St
Dillon,MT59725
None   To provide an academic scholarship to attend University of Montana Western. 2,000
Ava Jacobson


c/o UONLV 4505 S Maryland Pkwy
Las Vegas,NV89154
None   To provide an academic scholarship to attend University of Nevada-Las Vegas. 2,000
Aslan Ayvalli


c/o UONLV 4505 S Maryland Pkwy
Las Vegas,NV89154
None   To provide an academic scholarship to attend University of Nevada-Las Vegas. 2,000
Clara Riccobuono


c/o UOFR Mailstop 76 UON
Reno,NV89557
None   To provide an academic scholarship to attend University of Nevada-Reno. 2,000
Juan Alcaraz


c/o UOFR Mailstop 76 UON
Reno,NV89557
None   To provide an academic scholarship to attend University of Nevada-Reno. 2,000
Samuel Hartman


c/o UONM 1 U of NM
Albuquerque,NM87131
None   To provide an academic scholarship to attend University of New Mexico. 2,000
Robert Hitchcock


c/o UONM 1 U of NM
Albuquerque,NM87131
None   To provide an academic scholarship to attend University of New Mexico. 2,000
Isabel Urioste


c/o UONM 1 U of NM
Albuquerque,NM87131
    To provide an academic scholarship to attend University of New Mexico. 2,000
Tyler Le


c/o UOTD 800 W Campbell Rd
Richardson,TX75080
None   To provide an academic scholarship to attend University of Texas at Dallas. 2,000
Arivan Verma


c/o UOU 201 S 1460 East
Salt Lake City,UT84112
None   To provide an academic scholarship to attend University of Utah. 2,000
William Buckley


c/o UOU 201 S 1460 East
Salt Lake City,UT84112
    To provide an academic scholarship to attend University of Utah. 2,000
Tyler Teo


c/o UOU 201 S 1460 East
Salt Lake City,UT84112
    To provide an academic scholarship to attend University of Utah. 2,000
Trinity Bryant


c/o UOU 201 S 1460 East
Salt Lake City,UT84112
    To provide an academic scholarship to attend University of Utah. 2,000
Sophia Schwankl


c/o UOU 201 S 1460 East
Salt Lake City,UT84112
    To provide an academic scholarship to attend University of Utah. 2,000
Olivia Jacob


c/o UOU 201 S 1460 East
Salt Lake City,UT84112
    To provide an academic scholarship to attend University of Utah. 2,000
Nicholas Bryner


c/o UOU 201 S 1460 East
Salt Lake City,UT84112
    To provide an academic scholarship to attend University of Utah. 2,000
Gwenyth Sayre


c/o UOU 201 S 1460 East
Salt Lake City,UT84112
    To provide an academic scholarship to attend University of Utah. 2,000
Gemma Leonard


c/o UOU 201 S 1460 East
Salt Lake City,UT84112
    To provide an academic scholarship to attend University of Utah. 2,000
Declan Newall


c/o UOU 201 S 1460 East
Salt Lake City,UT84112
    To provide an academic scholarship to attend University of Utah. 2,000
David Habib


c/o UOU 201 S 1460 East
Salt Lake City,UT84112
    To provide an academic scholarship to attend University of Utah. 2,000
Brianne Coombs


c/o UOU 201 S 1460 East
Salt Lake City,UT84112
    To provide an academic scholarship to attend University of Utah. 2,000
Schafer Liu


c/o UOU 201 S 1460 East
Salt Lake City,UT84112
    To provide an academic scholarship to attend University of Utah. 2,000
Emma Woodfin


c/o UOU 201 S 1460 East
Salt Lake City,UT84112
    To provide an academic scholarship to attend University of Utah. 2,000
Connor Gleave


c/o UOU 201 S 1460 East
Salt Lake City,UT84112
    To provide an academic scholarship to attend University of Utah. 2,000
Taryn Hensman


c/o UOU 201 S 1460 East
Salt Lake City,UT84112
    To provide an academic scholarship to attend University of Utah. 2,000
Stella Fonnesbeck


c/o UOU 201 S 1460 East
Salt Lake City,UT84112
    To provide an academic scholarship to attend University of Utah. 2,000
Nicholas Turvey


c/o UOU 201 S 1460 East
Salt Lake City,UT84112
    To provide an academic scholarship to attend University of Utah. 2,000
Lauren Craig


c/o UOU 201 S 1460 East
Salt Lake City,UT84112
    To provide an academic scholarship to attend University of Utah. 2,000
Jasmine Rogel Rosas


c/o UOU 201 S 1460 East
Salt Lake City,UT84112
    To provide an academic scholarship to attend University of Utah. 2,000
Magnola Woodin


c/o UOU 201 S 1460 East
Salt Lake City,UT84112
    To provide an academic scholarship to attend University of Utah. 2,000
Noah Booker


c/o USU PO Box 35146
Seattle,WA98124
    To provide an academic scholarship to attend Utah State University. 2,000
Lexis Barney Olds


c/o USU PO Box 35146
Seattle,WA98124
    To provide an academic scholarship to attend Utah State University. 2,000
Elli Cummings


c/o USU PO Box 35146
Seattle,WA98124
    To provide an academic scholarship to attend Utah State University. 2,000
Taya Waite


c/o USU PO Box 35146
Seattle,WA98124
    To provide an academic scholarship to attend Utah State University. 2,000
Lindsey Marshall


c/o USU PO Box 35146
Seattle,WA98124
    To provide an academic scholarship to attend Utah State University. 2,000
Lillian McAffee


c/o USU PO Box 35146
Seattle,WA98124
    To provide an academic scholarship to attend Utah State University. 2,000
Jadalyn Lewis


c/o USU PO Box 35146
Seattle,WA98124
    To provide an academic scholarship to attend Utah State University. 2,000
Hannah Leslie


c/o USU PO Box 35146
Seattle,WA98124
    To provide an academic scholarship to attend Utah State University. 2,000
Breanna Smith


c/o USU PO Box 35146
Seattle,WA98124
    To provide an academic scholarship to attend Utah State University. 2,000
Lindsay Farish


c/o USU PO Box 35146
Seattle,WA98124
    To provide an academic scholarship to attend Utah State University. 2,000
Jaxson Best


c/o USU PO Box 35146
Seattle,WA98124
    To provide an academic scholarship to attend Utah State University. 2,000
Brianna Burton


c/o USU PO Box 35146
Seattle,WA98124
    To provide an academic scholarship to attend Utah State University. 2,000
Thomas Allen


c/o USU PO Box 35146
Seattle,WA98124
    To provide an academic scholarship to attend Utah State University. 2,000
Holden Bailey


c/o USU PO Box 35146
Seattle,WA98124
    To provide an academic scholarship to attend Utah State University. 2,000
Sadie Parson


c/o USU PO Box 35146
Seattle,WA98124
    To provide an academic scholarship to attend Utah State University. 2,000
Tyler Fuhriman


c/o USU PO Box 35146
Seattle,WA98124
    To provide an academic scholarship to attend Utah State University. 2,000
Keara Sandefer


c/o UTU 225 S University Ave
St George,UT84770
    To provide an academic scholarship to attend Utah Tech University. 2,000
Kaylee Manwaring


c/o UTU 225 S University Ave
St George,UT84770
    To provide an academic scholarship to attend Utah Tech University. 2,000
Scotlyn Satuala


c/o UTU 225 S University Ave
St George,UT84770
    To provide an academic scholarship to attend Utah Tech University. 2,000
Kenzie Allred


c/o UTU 225 S University Ave
St George,UT84770
    To provide an academic scholarship to attend Utah Tech University. 2,000
Jess Curtis


c/o UTU 225 S University Ave
St George,UT84770
    To provide an academic scholarship to attend Utah Tech University. 2,000
Annie Brown


c/o UTU 225 S University Ave
St George,UT84770
    To provide an academic scholarship to attend Utah Tech University. 2,000
Zoe Dunbar


c/o UVU 800 W University Pkwy
Orem,UT84058
    To provide an academic scholarship to attend Utah Valley University. 2,000
Annalisa Annarelli Mendoza


c/o UVU 800 W University Pkwy
Orem,UT84058
    To provide an academic scholarship to attend Utah Valley University. 2,000
Jane Thompson


c/o UVU 800 W University Pkwy
Orem,UT84058
    To provide an academic scholarship to attend Utah Valley University. 2,000
Erin Grimshaw


c/o UVU 800 W University Pkwy
Orem,UT84058
    To provide an academic scholarship to attend Utah Valley University. 2,000
Ella Rhoades


c/o UVU 800 W University Pkwy
Orem,UT84058
    To provide an academic scholarship to attend Utah Valley University. 2,000
Amy Morgan


c/o UVU 800 W University Pkwy
Orem,UT84058
    To provide an academic scholarship to attend Utah Valley University. 2,000
Sage Nowers


c/o UVU 800 W University Pkwy
Orem,UT84058
    To provide an academic scholarship to attend Utah Valley University. 2,000
Gabriel Cox


c/o WCU 1 Western Way
Gunnison,CO81231
    To provide an academic scholarship to attend Western Colorado University. 2,000
Shaza Abdelrasoul


c/o Westminster University 1300 E
Salt Lake City,UT84105
    To provide an academic scholarship to attend Westminster University. 2,000
Amelia Riddle


c/o Westminster University 1300 E
Salt Lake City,UT84105
    To provide an academic scholarship to attend Westminster University. 2,000
Jonathan Choate


PO Box 208232
New Haven,CT06520
    To provide an academic scholarship to attend Yale University. 2,000
Isabelle Wolchek


PO Box 208232
New Haven,CT06520
    To provide an academic scholarship to attend Yale University. 2,000
Total ................................. 3a 1,490,000
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
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 ...........
    14 115,601  
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) ..   115,601  
13Total. Add line 12, columns (b), (d), and (e)..................
13
115,601
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID: 25022934
Software Version: 2025v4.1


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

Attach to Form 990, 990-EZ, or 990-PF.
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 ......... $  
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. 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
Member Impact Fund-FHLB Des Moines
909 Locust Street
 
Des Moines, IA50309

$ 206,250


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
2
Mountain America Credit Union
 
PO Box 2331
 
Sandy, UT84091

$ 53,390


(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: 25022934
Software Version: 2025v4.1

TY 2025 LegalFeesSchedule
Name:
Mountain America Foundation
EIN:
84-3574217
Software ID:
25022934
Software Version:
2025v4.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Holland & Hart LLP - Fees 2,255 0 2,255 0
Holland & Hart LLP - Form 990-PF 12,019 0 12,019 0


TY 2025 OtherExpensesSchedule
Name:
Mountain America Foundation
EIN:
84-3574217
Software ID:
25022934
Software Version:
2025v4.1
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Foundation Flyers 5,720     5,720
Marketing Expenses 13,050     13,050
Software License Fee 17,180 8,590 8,590  


TY 2025 OtherIncreasesSchedule
Name:
Mountain America Foundation
EIN:
84-3574217
Software ID:
25022934
Software Version:
2025v4.1
Description Amount
Rounding 2


TY 2025 SubstantialContributorsSch
Name:
Mountain America Foundation
EIN:
84-3574217
Software ID:
25022934
Software Version:
2025v4.1
Name Address
Mountain America Credit Union PO Box 2331
Sandy,UT84091
Member Impact Fund-FHLB Des Moines 909 Locust Street
Des Moines,IA50309


TY 2025 TaxesSchedule
Name:
Mountain America Foundation
EIN:
84-3574217
Software ID:
25022934
Software Version:
2025v4.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
2024 Extension Request 3,200      
Overpayment 33