Skip to content
Nonprofiteer
← TANNER TRUST FOR UTAH UNIVERSITIES

Form 990 for tax year 2023

Filed by TANNER TRUST FOR UTAH UNIVERSITIES.

Totals

Total revenue
$642,715
Total expenses
$642,439
Contributions and grants received
$0
Grants paid
$640,939
Program service revenue
$0
Investment income
$642,715
Other revenue
$0
Total assets, end of year
$9,964,236
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$9,964,236
Program services expenses (Part IX)
$640,939
Management and general expenses
$1,500
Fundraising expenses
$0
Program service expenses (Part III)
$640,939

Program services were 99.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $642,715 · unrelated business $0 · excluded $642,715

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $640,939 · program services $640,939

  • 11f · Fees: investment management

    total $1,500 · program services $0 · management and general $1,500 · fundraising $0

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $3,082 · end of year $3,362

  • 12 · Investments: other securities

    beginning of year $10,831,019 · end of year $9,960,874

  • 29 · Capital stock, trust principal or current funds

    beginning of year $10,834,101 · end of year $9,964,236

Mission and programs · 2023

Mission

SUPPORT UTAH UNIVERSITIES

  • GRANTS MADE TO UTAH UNIVERSITIES

    Expenses $640,939 · Grants $640,939

As filed on the 2023 return.

Listed in Part VII

  • Stephen Tanner Irish

    TRUSTEE

    Total calculated
    $9,554
    From this org
    $0
    From related orgs
    $9,554
    Other
    $0
    Hours/week
    1

  • Taylor Randall

    TRUSTEE

    Total calculated
    $1,287,599
    From this org
    $0
    From related orgs
    $947,863
    Other
    $339,736
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $847,661 related
    Bonus
    $0
    Other
    $0 + $100,202 related
    Deferred
    $0 + $312,860 related
    Nontaxable benefits
    $0 + $26,986 related
    Filer's total
    $0 + $1,287,709 related

  • Mindy Benson

    TRUSTEE

    Total calculated
    $404,889
    From this org
    $0
    From related orgs
    $345,433
    Other
    $59,456
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $315,019 related
    Bonus
    $0
    Other
    $0 + $30,414 related
    Deferred
    $0 + $48,517 related
    Nontaxable benefits
    $0 + $11,511 related
    Filer's total
    $0 + $405,462 related

  • Elizabeth Cantwell

    TRUSTEE

    Total calculated
    $233,229
    From this org
    $0
    From related orgs
    $195,892
    Other
    $37,337
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $192,236 related
    Bonus
    $0
    Other
    $0 + $3,656 related
    Deferred
    $0 + $27,528 related
    Nontaxable benefits
    $0 + $10,126 related
    Filer's total
    $0 + $233,547 related

  • Noelle Cockett

    TRUSTEE

    Total calculated
    $415,947
    From this org
    $0
    From related orgs
    $345,572
    Other
    $70,375
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $343,540 related
    Bonus
    $0
    Other
    $0 + $2,032 related
    Deferred
    $0 + $65,304 related
    Nontaxable benefits
    $0 + $6,026 related
    Filer's total
    $0 + $416,902 related

  • David Petersen

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Pt I Line 4b
TAYLOR RANDALL RECEIVED AN IRC SECTION 457(f) $51,244.16 DEFERRED COMPENSATION PAYMENT INCLUDED IN WAGES AS THIS AMOUNT WAS NO LONGER AT RISK OF FORFEITURE IN 2023. DEFERRED COMPENSATION FOR TAYLOR RANDALL UNDER IRC SECTION 457(f) OF $200,000.00 WAS ACCRUED/NOT PAID AND IS SUBJECT TO RISK OF FORFEITURE. THE TERMS AND CONDITIONS OF THE RETIREMENT PLANS ARE THAT THEY ARE SUBJECT TO RISK OF FORFEITURE BASED ON LENGTH OF SERVICE.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
10 September 2024
IRS schema version
2023v5.1
Source object
202412559349300001

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.