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← OBERT C TANNER LECTURE TRUST FBO UNIVERSITY OF UTAH

Form 990 for tax year 2022

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

Totals

Total revenue
$523,596
Total expenses
$523,596
Contributions and grants received
$0
Grants paid
$523,596
Program service revenue
$0
Investment income
$523,596
Other revenue
$0
Total assets, end of year
$6,879,463
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$6,879,463
Program services expenses (Part IX)
$523,596
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$523,596

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
    $5,000
    From this org
    $0
    From related orgs
    $5,000
    Other
    $0
    Hours/week
    1

  • TAYLOR RANDALL

    TRUSTEE

    Total calculated
    $1,249,604
    From this org
    $0
    From related orgs
    $891,314
    Other
    $358,290
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $798,605 related
    Bonus
    $0
    Other
    $0 + $92,709 related
    Deferred
    $0 + $333,880 related
    Nontaxable benefits
    $0 + $24,576 related
    Filer's total
    $0 + $1,249,770 related

  • CATHY ANDERSON

    TRUSTEE

    Total calculated
    $544,206
    From this org
    $0
    From related orgs
    $434,347
    Other
    $109,859
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $407,347 related
    Bonus
    $0
    Other
    $0 + $27,000 related
    Deferred
    $0 + $93,935 related
    Nontaxable benefits
    $0 + $16,089 related
    Filer's total
    $0 + $544,371 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, 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) $50,000.00 DEFERRED COMPENSATION PAYMENT INCLUDED IN WAGES AS THIS AMOUNT WAS NO LONGER AT RISK OF FORFEITURE IN 2022. DEFERRED COMPENSATION FOR TAYLOR RANDALL UNDER IRC SECTION 457(f) OF $229,570.02 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
2022
Filed
18 October 2023
IRS schema version
2022v5.0
Source object
202322919349301822

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