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← OBERT C TANNER LECTURE TRUST FBO UNIVERSITY OF UTAH

Form 990 for tax year 2023

Filed by OBERT C TANNER LECTURE TRUST FBO UNIVERSITY OF UTAH.

Totals

Total revenue
$407,241
Total expenses
$407,241
Contributions and grants received
$0
Grants paid
$407,241
Program services expenses (Part IX)
$407,241
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$407,241

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

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

  • CATHY ANDERSON

    TRUSTEE

    Total calculated
    $569,877
    From this org
    $0
    From related orgs
    $458,355
    Other
    $111,522
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $428,355 related
    Bonus
    $0
    Other
    $0 + $30,000 related
    Deferred
    $0 + $94,224 related
    Nontaxable benefits
    $0 + $17,408 related
    Filer's total
    $0 + $569,987 related

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 — 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
202402559349300200

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