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← TANNER TRUST FOR UTAH UNIVERSITIES

Form 990 for tax year 2024

Filed by TANNER TRUST FOR UTAH UNIVERSITIES.

Totals

Total revenue
$619,223
Total expenses
$619,435
Contributions and grants received
$0
Grants paid
$617,935
Program service revenue
$0
Investment income
$619,223
Other revenue
$0
Total assets, end of year
$10,525,035
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$10,525,035
Program services expenses (Part IX)
$617,935
Management and general expenses
$1,500
Fundraising expenses
$0
Program service expenses (Part III)
$617,935

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 $619,223 · unrelated business $0 · excluded $619,223

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $617,935 · program services $617,935

  • 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 $3,362 · end of year $3,147

  • 12 · Investments: other securities

    beginning of year $9,960,874 · end of year $10,521,888

  • 29 · Capital stock, trust principal or current funds

    beginning of year $9,964,236 · end of year $10,525,035

Mission and programs · 2024

Mission

SUPPORT UTAH UNIVERSITIES

  • GRANTS MADE TO UTAH UNIVERSITIES

    Expenses $617,935 · Grants $617,935

As filed on the 2024 return.

Listed in Part VII

  • Stephen Tanner Irish

    TRUSTEE

    Total calculated
    $13,076
    From this org
    $0
    From related orgs
    $13,076
    Other
    $0
    Hours/week
    1

  • Taylor Randall

    TRUSTEE

    Total calculated
    $1,400,302
    From this org
    $0
    From related orgs
    $1,019,309
    Other
    $380,993
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $861,949 related
    Bonus
    $0
    Other
    $0 + $157,360 related
    Deferred
    $0 + $351,594 related
    Nontaxable benefits
    $0 + $29,507 related
    Filer's total
    $0 + $1,400,410 related

  • Mindy Benson

    TRUSTEE

    Total calculated
    $453,293
    From this org
    $0
    From related orgs
    $390,207
    Other
    $63,086
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $359,793 related
    Bonus
    $0
    Other
    $0 + $30,414 related
    Deferred
    $0 + $51,454 related
    Nontaxable benefits
    $0 + $12,283 related
    Filer's total
    $0 + $453,944 related

  • Elizabeth Cantwell

    TRUSTEE

    Total calculated
    $734,221
    From this org
    $0
    From related orgs
    $654,545
    Other
    $79,676
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $639,497 related
    Bonus
    $0
    Other
    $0 + $15,048 related
    Deferred
    $0 + $48,990 related
    Nontaxable benefits
    $0 + $31,631 related
    Filer's total
    $0 + $735,166 related

  • David Petersen

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Scott Sperry

    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) $105,333.50 DEFERRED COMPENSATION PAYMENT INCLUDED IN WAGES AS THIS AMOUNT WAS NO LONGER AT RISK OF FORFEITURE IN 2024. DEFERRED COMPENSATION FOR TAYLOR RANDALL UNDER IRC SECTION 457(f) OF $233,604.08 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
2024
Filed
6 October 2025
IRS schema version
2024v5.2
Source object
202532799349301143

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