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← NORMAN AND BARBARA TANNER 1999 CHARITABLE SUPPORT TR II

Form 990 for tax year 2025

Filed by NORMAN AND BARBARA TANNER 1999 CHARITABLE SUPPORT TR II.

Totals

Total revenue
$221,625
Total expenses
$220,000
Contributions and grants received
$0
Grants paid
$219,000
Program service revenue
$0
Investment income
$221,625
Other revenue
$0
Total assets, end of year
$2,692,984
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$2,692,984
Program services expenses (Part IX)
$219,000
Management and general expenses
$1,000
Fundraising expenses
$0
Program service expenses (Part III)
$219,000

Program services were 99.5% 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 $221,625 · related or exempt $221,625

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $219,000 · program services $219,000

  • 11c · Fees: accounting

    total $1,000 · management and general $1,000

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $512 · end of year $1,821

  • 12 · Investments: other securities

    beginning of year $2,617,288 · end of year $2,691,163

  • 25 · Other liabilities

    beginning of year $318

  • 27 · Net assets without donor restrictions

    beginning of year $2,617,482 · end of year $2,692,984

Mission and programs · 2025

Mission

THE NORMAN AND BARBARA TANNER 1999 CHARITABLE SUPPORT TRUST II WAS ESTABLISHED TO SUPPORT THE UTAH SYMPHONY & OPERA.

  • THE NORMAN AND BARBARA TANNER 1999 CHARITABLE SUPPORT TRUST II WAS ESTABLISHED TO SUPPORT THE UTAH SYMPHONY.

    Expenses $219,000 · Grants $219,000

As filed on the 2025 return.

Listed in Part VII

  • Susan L Dickinson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Deon T Hilger

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Rosemarie B Mahyera

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Leslie Peterson

    US/UO TRUSTE

    Total calculated
    $0
    Hours/week
    1

  • Damon R Wood PhD

    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.

Grants on this return

Provenance

Return type
form_990
Tax year
2025
Filed
4 June 2026
IRS schema version
2025v4.0
Source object
202601769349300020

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