HomeMy WebLinkAbout12/01/2025 - Meeting MaterialsDecember 1, 2025
Agenda
Salt Lake City Foundation
December 1,2025 – Monday 3:00 PM
Salt Lake City Foundation meeting will be held in a hybrid
meeting format. Hybrid meetings allow people to join online or in
person at the City & County Building at the following address:
Room 335
451 South State Street
Salt Lake City, UT 84111
Trustees of the Foundation and City employees may participate
electronically. Instructions to participate will be provided via
email.
A. Call to Order.
B. Salt Lake City Foundation purpose and mission.
C. Pending approval of minutes from the November 25 th, 2024,
meeting.
D. Annual Open and Public Meetings Law training.
E. Utah State Training Requirement.
F. Review of Financial Statements and FY 2024 Tax Return.
G. Review and consider approval of Salt Lake City Foundation
donation policy.
H. Review Salt Lake City Foundation website.
I. Adjournment.
Members of the public are encouraged to participate in the meeting.
Join the meeting via Zoom at
https://us02web.zoom.us/j/81399328219?pwd=qeMXfSMwmFgUusHRBWalYN
smvdouft.1
Motion Sheet:
Motion #1 (Approval of Minutes)
I move that the Salt Lake City Foundation Board of Trustees approve
the minutes of the meeting of the Salt Lake City Foundation held on
November 25th 2024.
Motion #2 (Approval of the donation policy)
I move that the Salt Lake City Foundation Board of Trustees approve
the donation policy of the Salt Lake City Foundation as presented in
the meeting.
Alternative Motion #2
I move that the Salt Lake City Foundation Board of Trustees
decline to approve the donation policy of the Salt Lake City
Foundation as presented in the meeting.
MINUTES OF THE SALT LAKE CITY FOUNDATION MEETING
MONDAY, NOVEMBER 25, 2024
Salt Lake City Foundation of Salt Lake City, Utah, met on Monday November 25, 2024, in Room
335 of the City and County building in a Hybrid format.
Attendees: Mary Beth Thompson, Chairperson; Erin Mendenhall, Trustee; Victoria Petro,
Trustee.
Staff in Attendance: Marina Scott, City Treasurer/Secretary; Jayson Oldroyd – Senior City
Attorney; Greg Cleary – City Budget Director; Nick Johnson – District Liaison/Policy Specialist;
Thais Stewart – Deputy City Recorder
A. Call to Order
Chairperson Thompson called the meeting to order at 2:01 PM MST.
B. Salt Lake City Foundation purpose and mission.
Chairperson Thompson provided a brief introduction to the board, outlining the foundation’s
mission and objectives.
C. Pending approval of minutes from the November 30th, 2023, meeting.
Trustee Mendenhall made a motion to approve the minutes. Trustee Petro seconded the
motion. The motion passed unanimously via roll call vote.
D. Annual Open and Public Meetings Law training.
Jayson Oldroyd provided an overview of OPMA, including: proper meeting notifications and
procedures, guidelines for open and closed meetings, the process for closing a meeting and
required documentation, as well as the consequences of OPMA violations.
E. Utah State Training Requirement.
Jayson Oldroyd also discussed the mandatory training for board members, which must be
completed within six months of receiving the training materials.
F. Review of Financial Statements and FY 2023 Tax Return.
Marina Scott presented the financial statements for the foundation’s fiscal year, summarizing
key financial activities.
MINUTES OF THE SALT LAKE CITY FOUNDATION MEETING
MONDAY, NOVEMBER 25, 2024
G. Adjournment.
Adjournment: Trustee Mendenhall made a motion to adjourn the meeting, Trustee Petro
seconded the motion. The meeting adjourned at 2:15 PM MST.
Chairperson
Please refer to the agenda, or Meeting Materials (available at https://data.slc.gov/ by
selecting Boards and Commissions Meeting Information) for supportive content including
electronic recordings.
This document along with the digital recording constitutes the official minutes of the Salt Lake
City Foundation meeting held Monday, November 25, 2024, and is not intended to serve as a
full transcript. Please refer to the electronic recording for entire content pursuant to Utah Code
52-4-203.
Beginning Cash Balance 864.63$ Beginning Cash Balance 1,395.09$
Revenues Revenues
Charitable Donations Charitable Donations 148,000.00$
City Donation 53,400.00$
Total Revenues 53,400.00$ Total Revenues 148,000.00$
Expenses Expenses
Contributions 51,400.00$ Contributions 145,000.00$
Bank Fees 709.54$ Bank Fees 699.39$
Other Expenses (bills)760.00$ Other Expenses (bills)1,598.00$
Total Expenses 52,869.54$ Total Expenses 147,297.39$
Ending Cash Balance 1,395.09$ Ending Cash Balance 2,097.70$
Donor/Use Amount Donor/Use Amount
BLM Murals (anonymous) 2,400.00$ Delta Airlines 30,000.00$
Delta Airlines 30,000.00$ Salt Lake City 3,000.00$
Salt Lake City Deposit 2,000.00$ Dominion Energy 20,000.00$
Erin Mendenhall Leadership Fund 19,000.00$ UCAIR 15,000.00$
53,400.00$ Gibson Family Foundation 50,000.00$
Intermountain healthcare 20,000.00$
Chevron 10,000.00$
148,000.00$
July 1, 2021 - June 30, 2022
SALT LAKE CITYFOUNDATIONSALTLAKECITYFOUNDATION
July 1, 2020 - June 30, 2021
Beginning Cash Balance 2,097.70$ Beginning Cash Balance 3,928.35$
Revenues Revenues
Charitable Donations 32,501.00$ Charitable Donations 925,600.00$
Total Revenues 32,501.00$ Total Revenues 925,600.00$
Expenses Expenses
Contributions 30,000.00$ Contributions $925,500.00
Bank Fees 670.35$ Bank Fees 630.62$
Other Expenses (bills)-$ Other Expenses (bills)2,440.00$
Total Expenses 30,670.35$ Total Expenses $928,570.62
Ending Cash Balance 3,928.35$ Ending Cash Balance 957.73$
Donor/Use Amount Donor/Use Amount
High Valley Transit - 9/20/22 20,000.00$ Larry H. & Gail Miller 218,000.00$
Snell & Wilmer LLP 1,500.00$
U.S. Charitable Gift Trust 1,000.00$
Coca Cola 5,000.00$
Bloomberg Family Foundation 700,000.00$
925,500.00$
SALT LAKE CITY FOUNDATION
July 1, 2023 - June 30, 2024
SALT LAKE CITY FOUNDATION
July 1, 2022 - June 30, 2023
Beginning Cash Balance 957.73$
Revenues
Charitable Donations 292,020.00$
0
Total Revenues 292,020.00$
Expenses
Contributions 290,000.00
Bank Fees 513.56
Other Expenses (bills)1,302.00$
Total Expenses 291,815.56
Ending Cash Balance 1,162.17$
Donor/Use Amount
Bloomberg Family Foundation 290,000.00$
290,000.00$
SALT LAKE CITY FOUNDATION
July 1, 2024 - June 30, 2025
Check
if
self-employed
Department of theTreasuryInternalRevenueService
Checkifapplicable:
Addresschange
Namechange
Initialreturn
Finalreturn/
termin-
ated Gross receipts $
Amendedreturn
Applica-
tionpending
Are all subordinates included?
332001 12-21-23
OMB No. 1545-0047
Beginning of Current Year
Paid
Preparer
Use Only
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
Do not enter social security numbers on this form as it may be made public.Open to Public
InspectionGotowww.irs.gov/Form990 for instructions and the latest information.
A For the 2023 calendar year, or tax year beginning and ending
B C D Employer identification number
E
G
H(a)
H(b)
H(c)
F Yes No
Yes No
I
J
K
Website:
L M
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Prior Year Current Year
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b
End of Year
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Sign
Here
Yes No
For Paperwork Reduction Act Notice, see the separate instructions.
or P.O. box if mail is not delivered to street address)Room/suite
501(c)(3)501(c) ((insert no.)4947(a)(1) or 527
Corporation Trust AssociationOtherFormoforganization:Year of formation:State of legal domicile:
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is
true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Signature of officer Date
Type or print name and title
DatePTINPrint/Type preparer's name Preparer's signature
Firm's name Firm's EIN
Firm's address
Phone no.
Form
Name of organization
Doing business as
Number and street Telephone number
City or town, state or province, country, and ZIP or foreign postal code
Is this a group return
for subordinates?Name and address of principal officer:~~
If "No," attach a list. See instructions
Group exemption number
Tax-exempt status:
Briefly describe the organization's mission or most significant activities:
Check this box if the organization discontinued its operations or disposed of more than 25% of its net assets.
Number of voting members of the governing body (Part VI, line 1a)
Number of independent voting members of the governing body (Part VI, line 1b)
Total number of individuals employed in calendar year 2023 (Part V, line 2a)
Total number of volunteers (estimate if necessary)
Total unrelated business revenue from Part VIII, column (C), line 12
Net unrelated business taxable income from Form 990-T, Part I, line 11
Contributions and grants (Part VIII, line 1h)~~~~~~~~~~~~~~~~~~~~~
Program service revenue (Part VIII, line 2g)~~~~~~~~~~~~~~~~~~~~~
Investment income (Part VIII, column (A), lines 3, 4, and 7d)
Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)~~~~~~~~
Total revenue - add lines 8 through 11 (must equal Part VIII, column (A), line 12)
Grants and similar amounts paid (Part IX, column (A), lines 1-3)
Benefits paid to or for members (Part IX, column (A), line 4)
Salaries, other compensation, employee benefits (Part IX, column (A), lines 5-10)
Professional fundraising fees (Part IX, column (A), line 11e)
Total fundraising expenses (Part IX, column (D), line 25)
Other expenses (Part IX, column (A), lines 11a-11d, 11f-24e)
Total expenses. Add lines 13-17 (must equal Part IX, column (A), line 25)
Revenue less expenses. Subtract line 18 from line 12
Total assets (Part X, line 16)
Total liabilities (Part X, line 26)
Net assets or fund balances. Subtract line 21 from line 20
May the IRS discuss this return with the preparer shown above? See instructions
LHA Form (2023)
Part I Summary
SignatureBlockPartII
990
Return of Organization Exempt From IncomeTax990 2023
PUBLIC DISCLOSURE COPY **
JUL 1, 2023 JUN 30, 2024
Salt Lake City Foundation
87-0568498
801-535-6416POBox145451
925,600.
Salt Lake City, UT 84114-5451
XMARYBETHTHOMPSON
N/A
X 2009 UT
Local Government Programs
3
3
0
3
0.
0.
925,600.
0.
0.
0.
32,501.925,600.
925,500.
0.
0.
0.
0.
3,070.
30,671.928,570.
1,830.<2,970.>
3,928.958.
0.0.
3,928.958.
MARY BETH THOMPSON, PRESIDENT
P01313374KyleFritch, CPA
45-0250958EideBaillyLLP
5 Triad Center, Ste. 600
Salt Lake City, UT 84180-1106 801-532-2200
X
same as C above
Support
X
32,501.
0.
0.
0.
30,000.
0.
0.
0.
671.
Kyle Fritch, CPA 05/05/25
Code:Expenses $including grants of $Revenue $
Code:Expenses $including grants of $Revenue $
Code:Expenses $including grants of $Revenue $
Expenses $including grants of $Revenue $
332002 12-21-23
1
2
3
4
Yes No
Yes No
4a
4b
4c
4d
4e
Form 990 (2023)Page
Check if Schedule O contains a response or note to any line in this Part III
Briefly describe the organization's mission:
Did the organization undertake any significant program services during the year which were not listed on the
prior Form 990 or 990-EZ?
If "Yes," describe these new services on Schedule O.
Did the organization cease conducting, or make significant changes in how it conducts, any program services?
If "Yes," describe these changes on Schedule O.
Describe the organization's program service accomplishments for each of its three largest program services, as measured by expenses.
Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and
revenue, if any, for each program service reported.
Other program services (Describe on Schedule O.)
Total program service expenses
Form (2023)
2
Statement of Program ServiceAccomplishmentsPartIII
990
Local Government Programs Support
X
X
925,500.925,500.
Central.
Salt Lake City Foundation 87-0568498
Salt Lake City Corporation, Arts Mutli-Cultural Center and Computer
925,500.
332003 12-21-23
Yes No
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
1
2
3
4
5
6
7
8
9
10
Section 501(c)(3) organizations.
a
b
c
d
e
f
a
b
11a
11b
11c
11d
11e
11f
12a
12b
13
14a
14b
15
16
17
18
19
20a
20b
21
a
b
20
21
a
b
If "Yes," complete Schedule A
Schedule B, Schedule of Contributors
If "Yes," complete Schedule C, Part I
If "Yes," complete Schedule C, Part II
If "Yes," complete Schedule C, Part III
If "Yes," complete Schedule D, Part I
If "Yes," complete Schedule D, Part II
If "Yes," complete
Schedule D, Part III
If "Yes," complete Schedule D, Part IV
If "Yes," complete Schedule D, Part V
If "Yes," complete Schedule D,
Part VI
If "Yes," complete Schedule D, Part VII
If "Yes," complete Schedule D, Part VIII
If "Yes," complete Schedule D, Part IX
If "Yes," complete Schedule D, Part X
If "Yes," complete Schedule D, Part X
If "Yes," complete
Schedule D, Parts XI and XII
If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional
If "Yes," complete Schedule E
If "Yes," complete Schedule F, Parts I and IV
If "Yes," complete Schedule F, Parts II and IV
If "Yes," complete Schedule F, Parts III and IV
If "Yes," complete Schedule G, Part I.
If "Yes," complete Schedule G, Part II
If "Yes,"
complete Schedule G, Part III
If "Yes," complete Schedule H
If "Yes," complete Schedule I, Parts I and II
Form 990 (2023)Page
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)?
Is the organization required to complete ? See instructions
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for
public office?
Did the organization engage in lobbying activities, or have a section 501(h) election in effect
during the tax year?
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or
similar amounts as defined in Rev. Proc. 98-19?
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to
provide advice on the distribution or investment of amounts in such funds or accounts?
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures?
Did the organization maintain collections of works of art, historical treasures, or other similar assets?
Did the organization report an amount in Part X, line 21, for escrow or custodial account liability; serve as a custodian for
amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services?
Did the organization, directly or through a related organization, hold assets in donor-restricted endowments
or in quasi-endowments?
If the organization's answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X,
as applicable.
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
Did the organization report an amount for investments - other securities in Part X, line 12, that is 5% or more of its total
assets reported in Part X, line 16?
Did the organization report an amount for investments - program related in Part X, line 13, that is 5% or more of its total
assets reported in Part X, line 16?
Did the organization report an amount for other assets in Part X, line 15, that is 5% or more of its total assets reported in
Part X, line 16?
Did the organization report an amount for other liabilities in Part X, line 25?
Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses
the organization's liability for uncertain tax positions under FIN 48 (ASC 740)?
Did the organization obtain separate, independent audited financial statements for the tax year?
Was the organization included in consolidated, independent audited financial statements for the tax year?
Is the organization a school described in section 170(b)(1)(A)(ii)?
Did the organization maintain an office, employees, or agents outside of the United States?
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business,
investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000
or more? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any
foreign organization?
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to
or for foreign individuals?
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX,
column (A), lines 6 and 11e? See instructions ~~~~~~~~~~~~~~~~~~~~
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines
1c and 8a? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a?
Did the organization operate one or more hospital facilities? ~~~~~~~~~~~~~~~~~
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?~~~~~~~~~~
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or
domestic government on Part IX, column (A), line 1?
Form (2023)
3
Part IV Checklist of Required Schedules
990
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
Salt Lake City Foundation 87-0568498
332004 12-21-23
Yes No
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
22
23
24a
24b
24c
24d
25a
25b
26
27
28a
28b
28c
29
30
31
32
33
34
35a
35b
36
37
38
a
b
c
d
a
b
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations.
a
b
c
a
b
Section 501(c)(3) organizations.
Note:
Yes No
1 a
b
c
1a
1b
1c
continued)
If "Yes," complete Schedule I, Parts I and III
If "Yes," complete
Schedule J
If "Yes," answer lines 24b through 24d and complete
Schedule K. If "No," go to line 25a
If "Yes," complete Schedule L, Part I
If "Yes," complete
Schedule L, Part I
If "Yes," complete Schedule L, Part II
If "Yes," complete Schedule L, Part III
If
Yes," complete Schedule L, Part IV
If "Yes," complete Schedule L, Part IV
If
Yes," complete Schedule L, Part IV
If "Yes," complete Schedule M
If "Yes," complete Schedule M
If "Yes," complete Schedule N, Part I
If "Yes," complete
Schedule N, Part II
If "Yes," complete Schedule R, Part I
If "Yes," complete Schedule R, Part II, III, or IV, and
Part V, line 1
If "Yes," complete Schedule R, Part V, line 2
If "Yes," complete Schedule R, Part V, line 2
If "Yes," complete Schedule R, Part VI
Form 990 (2023)Page
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on
Part IX, column (A), line 2? ~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5, about compensation of the organization's current
and former officers, directors, trustees, key employees, and highest compensated employees?
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the
last day of the year, that was issued after December 31, 2002?
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?
Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease
any tax-exempt bonds?
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?
Did the organization engage in an excess benefit
transaction with a disqualified person during the year?
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and
that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ?
Did the organization report any amount on Part X, line 5 or 22, for receivables from or payables to any current
or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35%
controlled entity or family member of any of these persons?~~~~~~~~~~~~~
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee,
creator or founder, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled
entity (including an employee thereof) or family member of any of these persons? ~~~
Was the organization a party to a business transaction with one of the following parties? (See the Schedule L, Part IV,
instructions for applicable filing thresholds, conditions, and exceptions):
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor?
A family member of any individual described in line 28a?
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b?
Did the organization receive more than $25,000 in noncash contributions?
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation
contributions?
Did the organization liquidate, terminate, or dissolve and cease operations?
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations
sections 301.7701-2 and 301.7701-3?
Was the organization related to any tax-exempt or taxable entity?
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
If "Yes" to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity
within the meaning of section 512(b)(13)?
Did the organization make any transfers to an exempt non-charitable related organization?
Did the organization conduct more than 5% of its activities through an entity that is not a related organization
and that is treated as a partnership for federal income tax purposes? ~~~~~~~~
Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19?
All Form 990 filers are required to complete Schedule O
Check if Schedule O contains a response or note to any line in this Part V
Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable ~~~~~~~~~~~
Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable ~~~~~~~~~~
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming
gambling) winnings to prize winners?
Form (2023)
4
Part IV Checklist of Required Schedules
Part V Statements Regarding Other IRS Filings and Tax Compliance
990
X
X
X
X
X
X
X
X
X
X
X
X
Salt Lake City Foundation 87-0568498
0
0
X
X
X
X
X
X
X
X
332005 12-21-23
Yes No
2
3
4
5
6
7
a
b
2a
2b
3a
3b
4a
5a
5b
5c
6a
6b
7a
7b
7c
7e
7f
7g
7h
8
9a
9b
a
b
a
b
a
b
c
a
b
Organizations that may receive deductible contributions under section 170(c).
a
b
c
d
e
f
g
h
7d
8
9
10
11
12
13
14
15
16
17
Sponsoring organizations maintaining donor advised funds.
Sponsoring organizations maintaining donor advised funds.
a
b
Section 501(c)(7) organizations.
a
b
10a
10b
Section 501(c)(12) organizations.
a
b
11a
11b
a
b
Section 4947(a)(1) non-exempt charitable trusts. 12a
12b
Section 501(c)(29) qualified nonprofit health insurance issuers.
Note:
a
b
c
a
b
13a
13b
13c
14a
14b
15
16
17
Section 501(c)(21) organizations.
continued)
If "No" to line 3b, provide an explanation on Schedule O
If "No," provide an explanation on Schedule O
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?
Form (2023)
Form 990 (2023)Page
Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements,
filed for the calendar year ending with or within the year covered by this return ~~~~~~~~~~
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?~~~~~~~~~~
Did the organization have unrelated business gross income of $1,000 or more during the year?
If "Yes," has it filed a Form 990-T for this year?
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a
financial account in a foreign country (such as a bank account, securities account, or other financial account)?~~~~~~~
If "Yes," enter the name of the foreign country
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
If "Yes" to line 5a or 5b, did the organization file Form 8886-T?~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit
any contributions that were not tax deductible as charitable contributions?
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts
were not tax deductible?
If "Yes," did the organization notify the donor of the value of the goods or services provided?
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required
to file Form 8282?
If "Yes," indicate the number of Forms 8282 filed during the year
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?
Did a donor advised fund maintained by the
sponsoring organization have excess business holdings at any time during the year?~~~~~~~~~~~~~~~~~~~
Did the sponsoring organization make any taxable distributions under section 4966?
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?
Enter:
Initiation fees and capital contributions included on Part VIII, line 12
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
Enter:
Gross income from members or shareholders
Gross income from other sources. (Do not net amounts due or paid to other sources against
amounts due or received from them.)
Is the organization filing Form 990 in lieu of Form 1041?
If "Yes," enter the amount of tax-exempt interest received or accrued during the year
Is the organization licensed to issue qualified health plans in more than one state?
See the instructions for additional information the organization must report on Schedule O.
Enter the amount of reserves the organization is required to maintain by the states in which the
organization is licensed to issue qualified health plans
Enter the amount of reserves on hand
Did the organization receive any payments for indoor tanning services during the tax year?
If "Yes," has it filed a Form 720 to report these payments?
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment(s) during the year?
If "Yes," see the instructions and file Form 4720, Schedule N.
Is the organization an educational institution subject to the section 4968 excise tax on net investment income?
If "Yes," complete Form 4720, Schedule O.
Did the trust, or any disqualified or other person engage in any activities
that would result in the imposition of an excise tax under section 4951, 4952 or 4953?
If "Yes," complete Form 6069.
5
Part V Statements Regarding Other IRS Filings and Tax Compliance
990
X
X
X
X
X
X
X
X
X
X
X
0
Salt Lake City Foundation 87-0568498
X
332006 12-21-23
Yes No
1a
1b
1
2
3
4
5
6
7
8
9
a
b
2
3
4
5
6
7a
7b
8a
8b
9
a
b
a
b
Yes No
10
11
a
b
10a
10b
11a
12a
12b
12c
13
14
15a
15b
16a
16b
a
b
12a
b
c
13
14
15
a
b
16a
b
17
18
19
20
For each "Yes" response to lines 2 through 7b below, and for a "No" response
to line 8a, 8b, or 10b below, describe the circumstances, processes, or changes on Schedule O. See instructions.
If "Yes," provide the names and addresses on Schedule O
This Section B requests information about policies not required by the Internal Revenue Code.)
If "No," go to line 13
If "Yes," describe
on Schedule O how this was done
explain on Schedule O)
If there are material differences in voting rights among members of the governing body, or if the governing
body delegated broad authority to an executive committee or similar committee, explain on Schedule O.
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts?
Form (2023)
Form 990 (2023)Page
Check if Schedule O contains a response or note to any line in this Part VI
Enter the number of voting members of the governing body at the end of the tax year
Enter the number of voting members included on line 1a, above, who are independent
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other
officer, director, trustee, or key employee?~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization delegate control over management duties customarily performed by or under the direct supervision
of officers, directors, trustees, or key employees to a management company or other person?~~~~~~~~~~~~~~~
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
Did the organization become aware during the year of a significant diversion of the organization's assets?
Did the organization have members or stockholders?
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or
more members of the governing body?
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or
persons other than the governing body?
The governing body?
Each committee with authority to act on behalf of the governing body?
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the
organization's mailing address?
Did the organization have local chapters, branches, or affiliates?
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates,
and branches to ensure their operations are consistent with the organization's exempt purposes?
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form?
Describe on Schedule O the process, if any, used by the organization to review this Form 990.
Did the organization have a written conflict of interest policy? ~~~~~~~~~~~~~~~~~~~~~
Did the organization regularly and consistently monitor and enforce compliance with the policy?
Did the organization have a written whistleblower policy?
Did the organization have a written document retention and destruction policy?
Did the process for determining compensation of the following persons include a review and approval by independent
persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
The organization's CEO, Executive Director, or top management official
Other officers or key employees of the organization
If "Yes" to line 15a or 15b, describe the process on Schedule O. See instructions.
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a
taxable entity during the year?~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation
in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization's
exempt status with respect to such arrangements?
List the states with which a copy of this Form 990 is required to be filed
Section 6104 requires an organization to make its Forms 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c)(3)s only) available
for public inspection. Indicate how you made these available. Check all that apply.
Own website Another's website Upon request Other
Describe on Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial
statements available to the public during the tax year.
State the name, address, and telephone number of the person who possesses the organization's books and records
6
Part VI Governance, Management, and Disclosure.
Section A. Governing Body and Management
Section B. Policies
Section C. Disclosure
990
3
3
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
The Organization - 801-535-6416
PO Box 145451, Salt Lake City, UT 84114-5451
Salt Lake City Foundation 87-0568498
X
UT
X
In
d
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i
d
u
a
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In
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n
s
a
t
e
d
em
p
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e
Fo
r
m
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r
do not check more than one
box, unless person is both an
officer and a director/trustee)
332007 12-21-23
current
Section A.Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a
current
current
former
former directors or trustees
A)(B)(C)(D)(E)(F)
Form 990 (2023)Page
Check if Schedule O contains a response or note to any line in this Part VII
Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization's tax year.
List all of the organization's officers, directors, trustees (whether individuals or organizations), regardless of amount of compensation.
Enter -0- in columns (D), (E), and (F) if no compensation was paid.
List all of the organization's key employees, if any. See the instructions for definition of "key employee."
List the organization's five highest compensated employees (other than an officer, director, trustee, or key employee)
who received reportable compensation (box 5 of Form W-2, box 6 of Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than
100,000 from the organization and any related organizations.
List all of the organization's officers, key employees, and highest compensated employees who received more than $100,000ofreportablecompensationfromtheorganizationandanyrelatedorganizations.
List all of the organization's that received, in the capacity as a former director or trustee of the organization,
more than $10,000 of reportable compensation from the organization and any related organizations.
See the instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
PositionNameandtitleAverage
hours per
week
list any
hours for
related
organizations
below
line)
Reportable
compensation
from
the
organization
W-2/1099-MISC/
1099-NEC)
Reportable
compensation
from related
organizations
W-2/1099-MISC/
1099-NEC)
Estimated
amount of
other
compensation
from the
organization
and related
organizations
Form (2023)
7
Part VII Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated
Employees, and Independent Contractors
990
X
1) Mary Beth Thompson
President
2) Erin Mendenhall
3) Victoria Petro
4) Marina Scott
Trustee
Trustee
Treasurer/Secretary
1.00
1.00
1.00
1.00
X
X
X
X
X
0.
0.
0.
0.
0.
0.
0.
0.
0.
0.
0.
0.
Salt Lake City Foundation 87-0568498
Fo
r
m
e
r
In
d
i
v
i
d
u
a
l
t
r
u
s
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c
t
o
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s
t
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t
i
o
n
a
l
t
r
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s
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em
p
l
o
y
e
e
Ke
y
e
m
p
l
o
y
e
e
do not check more than one
box, unless person is both an
officer and a director/trustee)
332008 12-21-23
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
B)(C)(A)(D)(E)(F)
1 b
c
d
Subtotal
Total from continuation sheets to Part VII, Section A
Total (add lines 1b and 1c)
2
Yes No
3
4
5
former
3
4
5
Section B. Independent Contractors
1
A)(B)(C)
2
continued)
If "Yes," complete Schedule J for such individual
If "Yes," complete Schedule J for such individual
If "Yes," complete Schedule J for such person
PageForm990 (2023)
PositionAverage
hours per
week
list any
hours for
related
organizations
below
line)
Name and title Reportable
compensation
from
the
organization
W-2/1099-MISC/
1099-NEC)
Reportable
compensation
from related
organizations
W-2/1099-MISC/
1099-NEC)
Estimated
amount of
other
compensation
from the
organization
and related
organizations
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable
compensation from the organization
Did the organization list any officer, director, trustee, key employee, or highest compensated employee on
line 1a? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization
and related organizations greater than $150,000? ~~~~~~~~~~~~~
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services
rendered to the organization?
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from
the organization. Report compensation for the calendar year ending with or within the organization's tax year.
Name and business address Description of services Compensation
Total number of independent contractors (including but not limited to those listed above) who received more than
100,000 of compensation from the organization
Form (2023)
8
Part VII
990
0.0.0.
0.0.0.
0
0
NONE
0.0.0.
Salt Lake City Foundation
X
X
X
87-0568498
Noncash contributions included in lines 1a-1f
332009 12-21-23
Business Code
Business Code
Total revenue.
A)(B)(C)(D)
1 a
b
c
d
e
f
1
1
1
1
1
1
1
a
b
c
d
e
f
gg
h Total.
a
b
c
d
e
f
g
2
Total.
3
4
5
6 a
b
c
d
6a
6b
6c
7 a
7a
7b
7c
b
c
d
a
b
c
8
8a
8b
9 a
b
c
9a
9b
10 a
b
c
10a
10b
11 a
b
c
d
e Total.
12
Revenueexcludedfromtaxundersections512 - 514
All other contributions, gifts, grants, and
similar amounts not included above
Gross amount from sales of
assets other than inventory
cost or other basis
and sales expenses
Gross income from fundraising events
See instructions
Form (2023)
PageForm990 (2023)
Check if Schedule O contains a response or note to any line in this Part VIII
Total revenue Related or exempt
function revenue
Unrelated
business revenue
Federated campaigns
Membership dues
Fundraising events
Related organizations
Government grants (contributions)
Add lines 1a-1f
All other program service revenue ~~~~~
Add lines 2a-2f
Investment income (including dividends, interest, and
other similar amounts)
Income from investment of tax-exempt bond proceeds
Royalties
i) Real (ii) Personal
Gross rents
Less: rental expenses
Rental income or (loss)
Net rental income or (loss)
i) Securities (ii) Other
Less:
Gain or (loss)
Net gain or (loss)
not
including $of
contributions reported on line 1c). See
Part IV, line 18 ~~~~~~~~~~~~
Less: direct expenses ~~~~~~~~
Net income or (loss) from fundraising events
Gross income from gaming activities. See
Part IV, line 19 ~~~~~~~~~~~~
Less: direct expenses
Net income or (loss) from gaming activities
Gross sales of inventory, less returns
and allowances ~~~~~~~~~~~~
Less: cost of goods sold
Net income or (loss) from sales of inventory
All other revenue ~~~~~~~~~~~~~
Add lines 11a-11d
9
Part VIII Statement of Revenue
990
925,600.
925,600.
925,600.0.0.0.
Salt Lake City Foundation 87-0568498
if following SOP 98-2 (ASC 958-720)
332010 12-21-23
Total functional expenses.
Joint costs.
A)(B)(C)(D)
1
2
3
4
5
6
7
8
9
10
11
a
b
c
d
e
f
g
12
13
14
15
16
17
18
19
20
21
22
23
24
a
b
c
d
e
25
26
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).
Grants and other assistance to domestic organizations
and domestic governments. See Part IV, line 21
Compensation not included above to disqualified
persons (as defined under section 4958(f)(1)) and
persons described in section 4958(c)(3)(B)
Pension plan accruals and contributions (include
section 401(k) and 403(b) employer contributions)
Professional fundraising services. See Part IV, line 17
If line 11g amount exceeds 10% of line 25,
column (A), amount, list line 11g expenses on Sch O.)
Other expenses. Itemize expenses not covered
above. (List miscellaneous expenses on line 24e. Ifline24eamountexceeds10% of line 25, column (A),
amount, list line 24e expenses on Schedule O.)
Add lines 1 through 24e
Complete this line only if the organization
reported in column (B) joint costs from a combined
educational campaign and fundraising solicitation.
Check here
Form 990 (2023)Page
Check if Schedule O contains a response or note to any line in this Part IX
Total expenses Programserviceexpenses Managementandgeneralexpenses Fundraisingexpenses
Grants and other assistance to domestic
individuals. See Part IV, line 22 ~~~~~~~
Grants and other assistance to foreign
organizations, foreign governments, and foreign
individuals. See Part IV, lines 15 and 16 ~~~
Benefits paid to or for members ~~~~~~~
Compensation of current officers, directors,
trustees, and key employees ~~~~~~~~
Other salaries and wages ~~~~~~~~~~
Other employee benefits ~~~~~~~~~~
Payroll taxes ~~~~~~~~~~~~~~~~
Fees for services (nonemployees):
Management
Legal
Accounting
Lobbying
Investment management fees
Other.
Advertising and promotion
Office expenses
Information technology
Royalties
Occupancy ~~~~~~~~~~~~~~~~~
Travel
Payments of travel or entertainment expenses
for any federal, state, or local public officials ~
Conferences, conventions, and meetings ~~
Interest
Payments to affiliates
Depreciation, depletion, and amortization
Insurance
All other expenses
Form (2023)
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
10StatementofFunctionalExpensesPartIX
990
925,500.
630.
2,440.
928,570.
925,500.
630.
2,440.
925,500.3,070.0.
Salt Lake City Foundation 87-0568498
332011 12-21-23
A)(B)
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
1
2
3
4
5
6
7
8
9
10c
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
a
b
10a
10b
Total assets.
Total liabilities.
Organizations that follow FASB ASC 958, check here
and complete lines 27, 28, 32, and 33.
27
28
Organizations that do not follow FASB ASC 958, check here
and complete lines 29 through 33.
29
30
31
32
33
Form 990 (2023)Page
Check if Schedule O contains a response or note to any line in this Part X
Beginning of year End of year
Cash - non-interest-bearing
Savings and temporary cash investments
Pledges and grants receivable, net
Accounts receivable, net ~~~~~~~~~~~~~~~~~~~~~~~~~~
Loans and other receivables from any current or former officer, director,
trustee, key employee, creator or founder, substantial contributor, or 35%
controlled entity or family member of any of these persons ~~~~~~~~~
Loans and other receivables from other disqualified persons (as defined
under section 4958(f)(1)), and persons described in section 4958(c)(3)(B)~~
Notes and loans receivable, net
Inventories for sale or use
Prepaid expenses and deferred charges
Land, buildings, and equipment: cost or other
basis. Complete Part VI of Schedule D
Less: accumulated depreciation
Investments - publicly traded securities
Investments - other securities. See Part IV, line 11
Investments - program-related. See Part IV, line 11
Intangible assets
Other assets. See Part IV, line 11 ~~~~~~~~~~~~~~~~~~~~~~
Add lines 1 through 15 (must equal line 33)
Accounts payable and accrued expenses
Grants payable
Deferred revenue
Tax-exempt bond liabilities
Escrow or custodial account liability. Complete Part IV of Schedule D
Loans and other payables to any current or former officer, director,
trustee, key employee, creator or founder, substantial contributor, or 35%
controlled entity or family member of any of these persons ~~~~~~~~~
Secured mortgages and notes payable to unrelated third parties ~~~~~~
Unsecured notes and loans payable to unrelated third parties ~~~~~~~~
Other liabilities (including federal income tax, payables to related third
parties, and other liabilities not included on lines 17-24). Complete Part X
of Schedule D ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Add lines 17 through 25
Net assets without donor restrictions
Net assets with donor restrictions
Capital stock or trust principal, or current funds
Paid-in or capital surplus, or land, building, or equipment fund
Retained earnings, endowment, accumulated income, or other funds
Total net assets or fund balances ~~~~~~~~~~~~~~~~~~~~~~
Total liabilities and net assets/fund balances
Form (2023)
11
BalanceSheetPartX
990
3,928.958.
3,928.958.
0.0.
X
3,928.958.
3,928.958.
3,928.958.
87-0568498SaltLakeCityFoundation
332012 12-21-23
1
2
3
4
5
6
7
8
9
10
1
2
3
4
5
6
7
8
9
10
Yes No
1
2
3
a
b
c
2a
2b
2c
a
b
3a
3b
Form 990 (2023)Page
Check if Schedule O contains a response or note to any line in this Part XI
Total revenue (must equal Part VIII, column (A), line 12)
Total expenses (must equal Part IX, column (A), line 25)
Revenue less expenses. Subtract line 2 from line 1
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A))
Net unrealized gains (losses) on investments
Donated services and use of facilities
Investment expenses
Prior period adjustments
Other changes in net assets or fund balances (explain on Schedule O)
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32,
column (B))
Check if Schedule O contains a response or note to any line in this Part XII
Accounting method used to prepare the Form 990:Cash Accrual Other
If the organization changed its method of accounting from a prior year or checked "Other," explain on Schedule O.
Were the organization's financial statements compiled or reviewed by an independent accountant?~~~~~~~~~~~~
If "Yes," check a box below to indicate whether the financial statements for the year were compiled or reviewed on a
separate basis, consolidated basis, or both:
Separate basis Consolidated basis Both consolidated and separate basis
Were the organization's financial statements audited by an independent accountant?~~~~~~~~~~~~~~~~~~~
If "Yes," check a box below to indicate whether the financial statements for the year were audited on a separate basis,
consolidated basis, or both:
Separate basis Consolidated basis Both consolidated and separate basis
If "Yes" to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit,
review, or compilation of its financial statements and selection of an independent accountant?~~~~~~~~~~~~~~~
If the organization changed either its oversight process or selection process during the tax year, explain on Schedule O.
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the
Uniform Guidance, 2 C.F.R. Part 200, Subpart F?~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit
or audits, explain why on Schedule O and describe any steps taken to undergo such audits
Form (2023)
12
Part XI Reconciliation of Net Assets
Part XII Financial Statements and Reporting
990
Salt Lake City Foundation 87-0568498
925,600.
928,570.
2,970.>
3,928.
0.
958.
X
X
X
X
iv) Is the organizationlistedinyourgoverningdocument?
OMB No. 1545-0047
Department of the Treasury
Internal Revenue Service
332021 12-21-23
i)(iii)(v)(vi)(ii) Name of supported
organization
Type of organization
described on lines 1-10
above (see instructions))
Amount of monetary
support (see instructions)
Amount of other
support (see instructions)
EIN
Form 990)Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
Attach to Form 990 or Form 990-EZ.
Go to www.irs.gov/Form990 for instructions and the latest information.
Open to Public
Inspection
Name of the organization Employer identification number
1
2
3
4
5
6
7
8
9
10
11
12
section 170(b)(1)(A)(i).
section 170(b)(1)(A)(ii).
section 170(b)(1)(A)(iii).
section 170(b)(1)(A)(iii).
section 170(b)(1)(A)(iv).
section 170(b)(1)(A)(v).
section 170(b)(1)(A)(vi).
section 170(b)(1)(A)(vi).
section 170(b)(1)(A)(ix)
section 509(a)(2).
section 509(a)(4).
section 509(a)(1)section 509(a)(2)section 509(a)(3).
a
b
c
d
e
f
Type I.
You must complete Part IV, Sections A and B.
Type II.
You must complete Part IV, Sections A and C.
Type III functionally integrated.
You must complete Part IV, Sections A, D, and E.
Type III non-functionally integrated.
You must complete Part IV, Sections A and D, and Part V.
g
Yes No
Total
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.Schedule A (Form 990) 2023
All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)
A church, convention of churches, or association of churches described in
A school described in (Attach Schedule E (Form 990).)
A hospital or a cooperative hospital service organization described in
A medical research organization operated in conjunction with a hospital described in Enter the hospital's name,
city, and state:
An organization operated for the benefit of a college or university owned or operated by a governmental unit described in
Complete Part II.)
A federal, state, or local government or governmental unit described in
An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in
Complete Part II.)
A community trust described in (Complete Part II.)
An agricultural research organization described in operated in conjunction with a land-grant college
or university or a non-land-grant college of agriculture (see instructions). Enter the name, city, and state of the college or
university:
An organization that normally receives (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from
activities related to its exempt functions, subject to certain exceptions; and (2) no more than 33 1/3% of its support from gross investment
income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975.
See (Complete Part III.)
An organization organized and operated exclusively to test for public safety. See
An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or
more publicly supported organizations described in or . See Check the box on
lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.
A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving
the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting
organization.
A supporting organization supervised or controlled in connection with its supported organization(s), by having
control or management of the supporting organization vested in the same persons that control or manage the supported
organization(s).
A supporting organization operated in connection with, and functionally integrated with,
its supported organization(s) (see instructions).
A supporting organization operated in connection with its supported organization(s)
that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness
requirement (see instructions).
Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III
functionally integrated, or Type III non-functionally integrated supporting organization.
Enter the number of supported organizations ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Provide the following information about the supported organization(s).
LHA
SCHEDULE A
Part I Reason for Public Charity Status.
Public Charity Status and Public Support 2023
X
0.
X87-6000279
X
Corporation
Salt Lake City
6 925,500.
925,500.
87-0568498SaltLakeCityFoundation
1
Subtract line 5 from line 4.
332022 12-21-23
Calendar year (or fiscal year beginning in)
Calendar year (or fiscal year beginning in)
2
a) (b) (c) (d) (e) (f)
1
2
3
4
5
Total.
6 Public support.
a) (b) (c) (d) (e) (f)
7
8
9
10
11
12
13
Total support.
12
First 5 years.
stop here
14
15
14
15
16
17
18
a
b
a
b
33 1/3% support test - 2023.
stop here.
33 1/3% support test - 2022.
stop here.
10% -facts-and-circumstances test - 2023.
stop here.
10% -facts-and-circumstances test - 2022.
stop here.
Private foundation.
Schedule A (Form 990) 2023
Add lines 7 through 10
Schedule A (Form 990) 2023 Page
Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization
fails to qualify under the tests listed below, please complete Part III.)
2019 2020 2021 2022 2023 Total
Gifts, grants, contributions, and
membership fees received. (Do not
include any "unusual grants.")~~
Tax revenues levied for the organ-
ization's benefit and either paid to
or expended on its behalf ~~~~
The value of services or facilities
furnished by a governmental unit to
the organization without charge ~
Add lines 1 through 3 ~~~
The portion of total contributions
by each person (other than a
governmental unit or publicly
supported organization) included
on line 1 that exceeds 2% of the
amount shown on line 11,
column (f)~~~~~~~~~~~~
2019 2020 2021 2022 2023 Total
Amounts from line 4 ~~~~~~~
Gross income from interest,
dividends, payments received on
securities loans, rents, royalties,
and income from similar sources ~
Net income from unrelated business
activities, whether or not the
business is regularly carried on ~
Other income. Do not include gain
or loss from the sale of capital
assets (Explain in Part VI.)~~~~
Gross receipts from related activities, etc. (see instructions)~~~~~~~~~~~~~~~~~~~~~~~
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3)
organization, check this box and
Public support percentage for 2023 (line 6, column (f), divided by line 11, column (f))
Public support percentage from 2022 Schedule A, Part II, line 14
If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box and
The organization qualifies as a publicly supported organization ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this box
and The organization qualifies as a publicly supported organization ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more,
and if the organization meets the facts-and-circumstances test, check this box and Explain in Part VI how the organization
meets the facts-and-circumstances test. The organization qualifies as a publicly supported organization ~~~~~~~~~~~~~~~~~
If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or
more, and if the organization meets the facts-and-circumstances test, check this box and Explain in Part VI how the
organization meets the facts-and-circumstances test. The organization qualifies as a publicly supported organization ~~~~~~~~~~~
If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see instructions
Part II Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
Section A. Public Support
Section B. Total Support
Section C. Computation of Public Support Percentage
Salt Lake City Foundation 87-0568498
Subtract line 7c from line 6.)
Amounts included on lines 2 and 3 received
from other than disqualified persons that
exceed the greater of $5,000 or 1% of the
amount on line 13 for the year
Add lines 9, 10c, 11, and 12.)
332023 12-21-23
Calendar year (or fiscal year beginning in)
Calendar year (or fiscal year beginning in)
Total support.
3
a) (b) (c) (d) (e) (f)
1
2
3
4
5
6
7
Total.
a
b
c
8 Public support.
a) (b) (c) (d) (e) (f)
9
10 a
b
c
11
12
13
14 First 5 years.
stop here
15
16
15
16
17
18
19
20
2023
2022
17
18
a
b
33 1/3% support tests - 2023.
stop here.
33 1/3% support tests - 2022.
stop here.
Private foundation.
Schedule A (Form 990) 2023
Unrelated business taxable income
less section 511 taxes) from businesses
acquired after June 30, 1975
Schedule A (Form 990) 2023 Page
Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to
qualify under the tests listed below, please complete Part II.)
2019 2020 2021 2022 2023 Total
Gifts, grants, contributions, and
membership fees received. (Do not
include any "unusual grants.")~~
Gross receipts from admissions,
merchandise sold or services per-
formed, or facilities furnished in
any activity that is related to the
organization's tax-exempt purpose
Gross receipts from activities that
are not an unrelated trade or bus-
iness under section 513 ~~~~~
Tax revenues levied for the organ-
ization's benefit and either paid to
or expended on its behalf ~~~~
The value of services or facilities
furnished by a governmental unit to
the organization without charge ~
Add lines 1 through 5
Amounts included on lines 1, 2, and
3 received from disqualified persons
Add lines 7a and 7b ~~~~~~~
2019 2020 2021 2022 2023 Total
Amounts from line 6 ~~~~~~~
Gross income from interest,
dividends, payments received on
securities loans, rents, royalties,
and income from similar sources ~
Add lines 10a and 10b ~~~~~~
Net income from unrelatedbusinessactivitiesnotincludedonline10b,
whether or not the business is
regularly carried on ~~~~~~~
Other income. Do not includegainorlossfromthesaleofcapitalassets (Explain in Part VI.)~~~~
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization,
check this box and
Public support percentage for 2023 (line 8, column (f), divided by line 13, column (f))
Public support percentage from 2022 Schedule A, Part III, line 15
Investment income percentage for (line 10c, column (f), divided by line 13, column (f))
Investment income percentage from Schedule A, Part III, line 17
If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not
more than 33 1/3%, check this box and The organization qualifies as a publicly supported organization ~~~~~~~~~~~~
If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3%, and
line 18 is not more than 33 1/3%, check this box and The organization qualifies as a publicly supported organization ~~~~~~
If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions
Part III Support Schedule for Organizations Described in Section 509(a)(2)
Section A. Public Support
Section B. Total Support
Section C. Computation of Public Support Percentage
Section D. Computation of Investment Income Percentage
Salt Lake City Foundation 87-0568498
332024 12-21-23
4
Yes No
1
2
3
4
5
6
7
8
9
10
Part VI
1
2
3a
3b
3c
4a
4b
4c
5a
5b
5c
6
7
8
9a
9b
9c
10a
10b
Part VI
a
b
c
a
b
c
a
b
c
a
b
c
a
b
Part VI
Part VI
Part VI
Part VI
Part VI,
Type I or Type II only.
Substitutions only.
Part VI.
Part VI.
Part VI.
Part VI.
Schedule A (Form 990) 2023
If "No," describe in how the supported organizations are designated. If designated by
class or purpose, describe the designation. If historic and continuing relationship, explain.
If "Yes," explain in how the organization determined that the supported
organization was described in section 509(a)(1) or (2).
If "Yes," answer
lines 3b and 3c below.
If "Yes," describe in when and how the
organization made the determination.
If "Yes," explain in what controls the organization put in place to ensure such use.
If
Yes," and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.
If "Yes," describe in how the organization had such control and discretion
despite being controlled or supervised by or in connection with its supported organizations.
If "Yes," explain in what controls the organization used
to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B)
purposes.
If "Yes,"
answer lines 5b and 5c below (if applicable). Also, provide detail in including (i) the names and EIN
numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action;
iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action
was accomplished (such as by amendment to the organizing document).
If "Yes," provide detail in
If "Yes," complete Part I of Schedule L (Form 990).
If "Yes," complete Part I of Schedule L (Form 990).
If "Yes," provide detail in
If "Yes," provide detail in
If "Yes," provide detail in
If "Yes," answer line 10b below.
Use Schedule C, Form 4720, to
determine whether the organization had excess business holdings.)
Schedule A (Form 990) 2023 Page
Complete only if you checked a box on line 12 of Part I. If you checked box 12a, Part I, complete Sections A
and B. If you checked box 12b, Part I, complete Sections A and C. If you checked box 12c, Part I, complete
Sections A, D, and E. If you checked box 12d, Part I, complete Sections A and D, and complete Part V.)
Are all of the organization's supported organizations listed by name in the organization's governing
documents?
Did the organization have any supported organization that does not have an IRS determination of status
under section 509(a)(1) or (2)?
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)?
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and
satisfied the public support tests under section 509(a)(2)?
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B)
purposes?
Was any supported organization not organized in the United States ("foreign supported organization")?
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign
supported organization?
Did the organization support any foreign supported organization that does not have an IRS determination
under sections 501(c)(3) and 509(a)(1) or (2)?
Did the organization add, substitute, or remove any supported organizations during the tax year?
Was any added or substituted supported organization part of a class already
designated in the organization's organizing document?
Was the substitution the result of an event beyond the organization's control?
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to
anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class
benefited by one or more of its supported organizations, or (iii) other supporting organizations that also
support or benefit one or more of the filing organization's supported organizations?
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor
as defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with
regard to a substantial contributor?
Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7?
Was the organization controlled directly or indirectly at any time during the tax year by one or more
disqualified persons, as defined in section 4946 (other than foundation managers and organizations described
in section 509(a)(1) or (2))?
Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which
the supporting organization had an interest?
Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit
from, assets in which the supporting organization also had an interest?
Was the organization subject to the excess business holdings rules of section 4943 because of section
4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated
supporting organizations)?
Did the organization have any excess business holdings in the tax year?
Part IV Supporting Organizations
Section A. All Supporting Organizations
X
X
X
X
X
X
X
X
X
X
X
X
Salt Lake City Foundation 87-0568498
332025 12-21-23
5
Yes No
11
a
b
c
11a
11b
11cPartVI.
Yes No
1
2
Part VI
1
2
Part VI
Yes No
1
Part VI
1
Yes No
1
2
3
1
2
3
Part VI
Part VI
1
2
3
see instructions).
a
b
c
line 2
line 3
Part VI
Answer lines 2a and 2b below.Yes No
a
b
a
b
Part VI identify
those supported organizations and explain
2a
2b
3a
3b
Part VI
Answer lines 3a and 3b below.
Part VI.
Part VI
Schedule A (Form 990) 2023
If "Yes" to line 11a, 11b, or 11c, provide
detail in
If "No," describe in how the supported organization(s)
effectively operated, supervised, or controlled the organization's activities. If the organization had more than one supported
organization, describe how the powers to appoint and/or remove officers, directors, or trustees were allocated among the
supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
If "Yes," explain in
how providing such benefit carried out the purposes of the supported organization(s) that operated,
supervised, or controlled the supporting organization.
If "No," describe in how control
or management of the supporting organization was vested in the same persons that controlled or managed
the supported organization(s).
If "No," explain in how
the organization maintained a close and continuous working relationship with the supported organization(s).
If "Yes," describe in the role the organization's
supported organizations played in this regard.
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year
Complete below.
Complete below.
Describe in how you supported a governmental entity (see instructions).
If "Yes," then in
how these activities directly furthered their exempt purposes,
how the organization was responsive to those supported organizations, and how the organization determined
that these activities constituted substantially all of its activities.
If "Yes," explain in
the reasons for the organization's position that its supported organization(s) would have engaged in
these activities but for the organization's involvement.
If "Yes" or "No" provide details in
If "Yes," describe in the role played by the organization in this regard.
Schedule A (Form 990) 2023 Page
Has the organization accepted a gift or contribution from any of the following persons?
A person who directly or indirectly controls, either alone or together with persons described on lines 11b and
11c below, the governing body of a supported organization?
A family member of a person described on line 11a above?
A 35% controlled entity of a person described on line 11a or 11b above?
Did the governing body, members of the governing body, officers acting in their official capacity, or membership of one or
more supported organizations have the power to regularly appoint or elect at least a majority of the organization's officers,
directors, or trustees at all times during the tax year?
Did the organization operate for the benefit of any supported organization other than the supported
organization(s) that operated, supervised, or controlled the supporting organization?
Were a majority of the organization's directors or trustees during the tax year also a majority of the directors
or trustees of each of the organization's supported organization(s)?
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the
organization's tax year, (i) a written notice describing the type and amount of support provided during the prior tax
year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the
organization's governing documents in effect on the date of notification, to the extent not previously provided?
Were any of the organization's officers, directors, or trustees either (i) appointed or elected by the supported
organization(s) or (ii) serving on the governing body of a supported organization?
By reason of the relationship described on line 2, above, did the organization's supported organizations have a
significant voice in the organization's investment policies and in directing the use of the organization's
income or assets at all times during the tax year?
The organization satisfied the Activities Test.
The organization is the parent of each of its supported organizations.
The organization supported a governmental entity.
Activities Test.
Did substantially all of the organization's activities during the tax year directly further the exempt purposes of
the supported organization(s) to which the organization was responsive?
Did the activities described on line 2a, above, constitute activities that, but for the organization's involvement,
one or more of the organization's supported organization(s) would have been engaged in?
Parent of Supported Organizations.
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or
trustees of each of the supported organizations?
Did the organization exercise a substantial degree of direction over the policies, programs, and activities of each
of its supported organizations?
continued)Part IV Supporting Organizations
Section B. Type I Supporting Organizations
Section C. Type II Supporting Organizations
Section D. All Type III Supporting Organizations
Section E. Type III Functionally Integrated Supporting Organizations
X
X
X
X
X
Salt Lake City Foundation 87-0568498
332026 12-21-23
6
1 Part VI See instructions.
Section A - Adjusted Net Income
1
2
3
4
5
6
7
8
1
2
3
4
5
6
7
8AdjustedNetIncome
Section B - Minimum Asset Amount
1
2
3
4
5
6
7
8
a
b
c
d
e
1a
1b
1c
1d
2
3
4
5
6
7
8
Total
Discount
Part VI
Minimum Asset Amount
Section C - Distributable Amount
1
2
3
4
5
6
7
1
2
3
4
5
6
Distributable Amount.
Schedule A (Form 990) 2023
explain in
explain in detail in
Schedule A (Form 990) 2023 Page
Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 ().
All other Type III non-functionally integrated supporting organizations must complete Sections A through E.
B) Current Year
optional)(A) Prior Year
Net short-term capital gain
Recoveries of prior-year distributions
Other gross income (see instructions)
Add lines 1 through 3.
Depreciation and depletion
Portion of operating expenses paid or incurred for production or
collection of gross income or for management, conservation, or
maintenance of property held for production of income (see instructions)
Other expenses (see instructions)
subtract lines 5, 6, and 7 from line 4)
B) Current Year
optional)(A) Prior Year
Aggregate fair market value of all non-exempt-use assets (see
instructions for short tax year or assets held for part of year):
Average monthly value of securities
Average monthly cash balances
Fair market value of other non-exempt-use assets
add lines 1a, 1b, and 1c)
claimed for blockage or other factors
Acquisition indebtedness applicable to non-exempt-use assets
Subtract line 2 from line 1d.
Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount,
see instructions).
Net value of non-exempt-use assets (subtract line 4 from line 3)
Multiply line 5 by 0.035.
Recoveries of prior-year distributions
add line 7 to line 6)
Current Year
Adjusted net income for prior year (from Section A, line 8, column A)
Enter 0.85 of line 1.
Minimum asset amount for prior year (from Section B, line 8, column A)
Enter greater of line 2 or line 3.
Income tax imposed in prior year
Subtract line 5 from line 4, unless subject to
emergency temporary reduction (see instructions).
Check here if the current year is the organization's first as a non-functionally integrated Type III supporting organization (see
instructions).
Part V Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
Salt Lake City Foundation 87-0568498
332027 12-21-23
7
Section D - Distributions Current Year
1
2
3
4
5
6
7
8
9
10
1
2
3
4
5
6
7
8
9
10
Part VI
Part VI
Total annual distributions.
Part VI
i)
Excess Distributions
ii)
Underdistributions
Pre-2023
iii)
Distributable
Amount for2023SectionE - Distribution Allocations
1
2
3
4
5
6
7
8
Part VI
a
b
c
d
e
f
g
h
i
j
Total
a
b
c
Part VI.
Part VI
Excess distributions carryover to 2024.
a
b
c
d
e
Schedule A (Form 990) 2023
provide details in
describe in
provide details in
explain in
explain in
explain in
Schedule A (Form 990) 2023 Page
Amounts paid to supported organizations to accomplish exempt purposes
Amounts paid to perform activity that directly furthers exempt purposes of supported
organizations, in excess of income from activity
Administrative expenses paid to accomplish exempt purposes of supported organizations
Amounts paid to acquire exempt-use assets
Qualified set-aside amounts (prior IRS approval required - )
Other distributions ( ). See instructions.
Add lines 1 through 6.
Distributions to attentive supported organizations to which the organization is responsive
See instructions.
Distributable amount for 2023 from Section C, line 6
Line 8 amount divided by line 9 amount
see instructions)
Distributable amount for 2023 from Section C, line 6
Underdistributions, if any, for years prior to 2023 (reason-
able cause required - ). See instructions.
Excess distributions carryover, if any, to 2023
From 2018
From 2019
From 2020
From 2021
From 2022
of lines 3a through 3e
Applied to underdistributions of prior years
Applied to 2023 distributable amount
Carryover from 2018 not applied (see instructions)
Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
Distributions for 2023 from Section D,
line 7:$
Applied to underdistributions of prior years
Applied to 2023 distributable amount
Remainder. Subtract lines 4a and 4b from line 4.
Remaining underdistributions for years prior to 2023, if
any. Subtract lines 3g and 4a from line 2. For result greater
than zero, See instructions.
Remaining underdistributions for 2023. Subtract lines 3h
and 4b from line 1. For result greater than zero,
See instructions.
Add lines 3j
and 4c.
Breakdown of line 7:
Excess from 2019
Excess from 2020
Excess from 2021
Excess from 2022
Excess from 2023
continued) Part V Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
Salt Lake City Foundation 87-0568498
332028 12-21-23
8
Schedule A (Form 990) 2023
Schedule A (Form 990) 2023 Page
Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12;
Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C,
line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a, and 3b; Part V, line 1; Part V, Section B, line 1e; Part V,
Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information.
See instructions.)
Part VI Supplemental Information.
In addition to supporting Salt Lake City Corporation (SLCC), the
foundation may make payments to its class of supported organizations.
The class of supported organizations are legally separate entities from
SLCC, but operate as components of SLCC and carry out the purposes of
SLCC.
Schedule A, Part IV, Section A, Line 1:
Salt Lake City Foundation is organized and operated as a supporting
organization for the benefit of, to perform the functions of, and/or to
carry out the purposes of Salt Lake City Corporation. In addition to
Salt Lake City Corporation, the foundation is organized and operated to
support other entities who further the Salt Lake City Corporation's
purpose and function as components of the city. The foundation does so
by receiving and managing charitable contributions to support those
components.
Schedule A, Part IV, Section A, Line 2:
The Foundation supports Salt Lake City Corporation (SLCC) and other
entities, who function as components of SLCC, to further SLCC's exempt
purposes. SLCC and other components entities of SLCC are not required
to obtain recognition of exempt status because they are considered to
be governmental entities.
Salt Lake City Foundation
Schedule A, Part I, Line 12G:
87-0568498
Department of the Treasury
Internal Revenue Service
323451 12-26-23
For Paperwork Reduction Act Notice, see the instructions for Form 990, 990-EZ, or 990-PF.Schedule B (Form 990) (2023)
OMB No. 1545-0047
Form 990)
Attach to Form 990, 990-EZ, or 990-PF.
Go to www.irs.gov/Form990 for the latest information.
Employer identification number
Organization type
Filers of:Section:
not
General Rule Special Rule.
Note:
General Rule
Special Rules
1) (2)
General Rule
Caution: must
exclusively
exclusively
exclusively
nonexclusively
Name of the organization
check one):
Form 990 or 990-EZ 501(c)() (enter number) organization
4947(a)(1) nonexempt charitable trust treated as a private foundation
527 political organization
Form 990-PF 501(c)(3) exempt private foundation
4947(a)(1) nonexempt charitable trust treated as a private foundation
501(c)(3) taxable private foundation
Check if your organization is covered by the or a
Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or
property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33 1/3% support test of the regulations under
sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990), Part II, line 13, 16a, or 16b, and that received from any one
contributor, during the year, total contributions of the greater of $5,000; or 2% of the amount on (i) Form 990, Part VIII, line 1h;
or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one
contributor, during the year, total contributions of more than $1,000 for religious, charitable, scientific,
literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I (entering
N/A" in column (b) instead of the contributor name and address), II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor, during the
year, contributions for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box
is checked, enter here the total contributions that were received during the year for an religious, charitable, etc.,
purpose. Don't complete any of the parts unless the applies to this organization because it received
religious, charitable, etc., contributions totaling $5,000 or more during the year ~~~~~~~~~~~~~~~~~$
An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990), but it
answer "No" on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ or on its Form 990-PF, Part I, line 2, to certify
that it doesn't meet the filing requirements of Schedule B (Form 990).
LHA
Schedule B Schedule of Contributors
2023
Salt Lake City Foundation 87-0568498
X 3
X
PUBLIC DISCLOSURE COPY **
323452 12-26-23 Schedule B (Form 990) (2023)
Employer identification number
a)
No.
b)
Name, address, and ZIP + 4
c)
Total contributions
d)
Type of contribution
Person
Payroll
Noncash
a)
No.
b)
Name, address, and ZIP + 4
c)
Total contributions
d)
Type of contribution
Person
Payroll
Noncash
a)
No.
b)
Name, address, and ZIP + 4
c)
Total contributions
d)
Type of contribution
Person
Payroll
Noncash
a)
No.
b)
Name, address, and ZIP + 4
c)
Total contributions
d)
Type of contribution
Person
Payroll
Noncash
a)
No.
b)
Name, address, and ZIP + 4
c)
Total contributions
d)
Type of contribution
Person
Payroll
Noncash
a)
No.
b)
Name, address, and ZIP + 4
c)
Total contributions
d)
Type of contribution
Person
Payroll
Noncash
Schedule B (Form 990) (2023)Page
Name of organization
see instructions). Use duplicate copies of Part I if additional space is needed.
Complete Part II for
noncash contributions.)
Complete Part II for
noncash contributions.)
Complete Part II for
noncash contributions.)
Complete Part II for
noncash contributions.)
Complete Part II for
noncash contributions.)
Complete Part II for
noncash contributions.)
2
Part I Contributors
1 X
218,000.
2 X
5,000.
3 X
700,000.
Salt Lake City Foundation 87-0568498
323453 12-26-23 Schedule B (Form 990) (2023)
Employer identification number
a)
No.
from
Part I
c)
FMV (or estimate)(b)
Description of noncash property given
d)
Date received
a)
No.
from
Part I
c)
FMV (or estimate)(b)
Description of noncash property given
d)
Date received
a)
No.
from
Part I
c)
FMV (or estimate)(b)
Description of noncash property given
d)
Date received
a)
No.
from
Part I
c)
FMV (or estimate)(b)
Description of noncash property given
d)
Date received
a)
No.
from
Part I
c)
FMV (or estimate)(b)
Description of noncash property given
d)
Date received
a)
No.
from
Part I
c)
FMV (or estimate)(b)
Description of noncash property given
d)
Date received
Schedule B (Form 990) (2023)Page
Name of organization
see instructions). Use duplicate copies of Part II if additional space is needed.
See instructions.)
See instructions.)
See instructions.)
See instructions.)
See instructions.)
See instructions.)
3
Part II Noncash Property
Salt Lake City Foundation 87-0568498
completing Part III, enter the total of exclusively religious,charitable, etc., contributions of for the year. (Enter this info. once.)
323454 12-26-23
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year
from any one contributor.(a)(e) and
1,000 or less
Schedule B (Form 990) (2023)
Complete columns through the following line entry. For organizations
Employer identification number
a) No.
fromPartI (
b) Purpose of gift (c) Use of gift (d) Description of how gift is held
e) Transfer of gift
Transferee's name, address, and ZIP + 4 Relationship of transferor to transferee
a) No.
fromPartI (
b) Purpose of gift (c) Use of gift (d) Description of how gift is held
e) Transfer of gift
Transferee's name, address, and ZIP + 4 Relationship of transferor to transferee
a) No.
fromPartI (
b) Purpose of gift (c) Use of gift (d) Description of how gift is held
e) Transfer of gift
Transferee's name, address, and ZIP + 4 Relationship of transferor to transferee
a) No.
fromPartI (
b) Purpose of gift (c) Use of gift (d) Description of how gift is held
e) Transfer of gift
Transferee's name, address, and ZIP + 4 Relationship of transferor to transferee
Schedule B (Form 990) (2023)Page
Name of organization
Use duplicate copies of Part III if additional space is needed.
4
Part III
Salt Lake City Foundation 87-0568498
OMB No. 1545-0047
Department of the Treasury
Internal Revenue Service
332101 11-01-23
SCHEDULE I
Form 990)
Complete if the organization answered "Yes" on Form 990, Part IV, line 21 or 22.
Attach to Form 990.
Go to www.irs.gov/Form990 for the latest information.
Open to Public
Inspection
Employer identification number
Part I General Information on Grants and Assistance
1
2
Yes No
Part II Grants and Other Assistance to Domestic Organizations and Domestic Governments.
f) 1 (a) (b) (c) (d) (e) (g) (h)
2
3
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Schedule I (Form 990) 2023
Name of the organization
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and the selection
criteria used to award the grants or assistance?~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any
recipient that received more than $5,000. Part II can be duplicated if additional space is needed.
Methodofvaluation (book,
FMV, appraisal,
other)
Name and address of organization
or government
EIN IRC section
if applicable)
Amount of
cash grant
Amount of
noncash
assistance
Description of
noncash assistance
Purpose of grant
or assistance
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table
Enter total number of other organizations listed in the line 1 table
LHA
Grants and Other Assistance to Organizations,
Governments, and Individuals in the United States 2023
Salt Lake City Foundation
Salt Lake City Corporation
87-6000279 Government 925,500.0.Support for the city
1.
0.
X
451 South State Street
87-0568498
Salt Lake City, UT 84111
332102 11-01-23
2
Grants and Other Assistance to Domestic Individuals. Part III
e) (a) (b) (c) (d) (f)
Part IV Supplemental Information.
Schedule I (Form 990) 2023
Schedule I (Form 990) 2023 Page
Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
Method of valuation(
book, FMV, appraisal, other)
Type of grant or assistance Number of
recipients
Amount of
cash grant
Amount of non-
cash assistance
Description of noncash assistance
Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Part I, Line 2:
THE ORGANIZATION MAINTAINS RECORDS AND REQUIRES THE DONEE ORGANIZATIONS TO
REPORT ON SPENDING REQUIREMENTS MONTHLY.
Salt Lake City Foundation 87-0568498
OMB No. 1545-0047
Department of the Treasury
Internal Revenue Service
332211 11-14-23
Complete to provide information for responses to specific questionsonForm990or990-EZ or to provide any additional information.
Attach to Form 990 or Form 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
Open toPublicInspection
Employer identification number
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.Schedule O (Form 990) 2023
Name of the organization
LHA
Form 990)
SCHEDULE O Supplemental Information to Form 990 or 990-EZ 2023
Form 990, Part VI, Section A, line 8b:
There is no committee with authority to act on behalf of the governing
body.
Form 990, Part VI, Section B, line 11b:
The Form 990 will be provided to the board members prior to filing the
return.
Form 990, Part VI, Section C, Line 19:
Documents are available upon request.
Salt Lake City Foundation 87-0568498
OMB No. 1545-0047
Department of theTreasuryInternalRevenueService
Section 512(b)(13)
controlled
entity?
332161 09-28-23
SCHEDULE R
Form 990)Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990. Open toPublicInspectionGotowww.irs.gov/Form990 for instructions and the latest information.
Employer identification number
Part I Identification of Disregarded Entities.
a)(b)(c)(d)(e)(f)
Identification of Related Tax-Exempt Organizations. Part II
a)(b)(c)(d)(e)(f)(g)
Yes No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Schedule R (Form 990) 2023
Name of the organization
Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
Name, address, and EIN (if applicable)
of disregarded entity
Primary activity Legal domicile (state or
foreign country)
Total income End-of-year assets Direct controlling
entity
Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related tax-exemptorganizationsduringthetaxyear.
Name, address, and EIN
of related organization
Primary activity Legal domicile (state or
foreign country)
Exempt Code
section
Public charity
status (if section
501(c)(3))
Direct controlling
entity
LHA
Related Organizations and Unrelated Partnerships
2023
Salt Lake City Foundation
Salt Lake City Corporation - 87-6000279
Salt Lake City, UT 84111
451 S. State St.where to focus resources,
adopts annual budgets
Sets policy, helps decide
Utah N/A
87-0568498
Line 6 X
Disproportionate
allocations?
Legal
domicile
state or
foreign
country)
General or
managing
partner?
Section512(b)(13)
controlledentity?
Legal domicile
state or
foreign
country)
332162 09-28-23
2
Identification of Related Organizations Taxable as a Partnership. Part III
a)(b)(c)(d)(e)(f)(g)(h)(i)(j)(k)
Yes No Yes No
Identification of Related Organizations Taxable as a Corporation or Trust. Part IV
a)(b)(c)(d)(e)(f)(g)(h)(i)
Yes No
Schedule R (Form 990) 2023
Predominant income(
related, unrelated,
excluded from taxundersections512-514)
Schedule R (Form 990) 2023 Page
Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or morerelatedorganizationstreatedasapartnershipduringthetaxyear.
Name, address, andEINofrelatedorganization
Primary activity Direct controllingentity Share oftotalincome Shareofend-of-yearassets
Code V-UBIamountinbox20ofScheduleK-1 (Form 1065)
Percentageownership
Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or morerelatedorganizationstreatedasacorporationortrustduringthetaxyear.
Name, address, andEINofrelatedorganization
Primary activity Direct controllingentity Type of entity(
C corp, S corp,
or trust)
Share oftotalincome Shareofend-of-yearassets Percentageownership
Salt Lake City Foundation 87-0568498
332163 09-28-23
3
Part V Transactions With Related Organizations.
Note:Yes No
1
a
b
c
d
e
f
g
h
i
j
k
l
m
n
o
p
q
r
s
i) (ii) (iii) (iv) 1a
1b
1c
1d
1e
1f
1g
1h
1i
1j
1k
1l
1m
1n
1o
1p
1q
1r
1s
2
a)(b)(c)(d)
1)
2)
3)
4)
5)
6)
Schedule R (Form 990) 2023
Schedule R (Form 990) 2023 Page
Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
During the tax year, did the organization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
Receipt of interest, annuities, royalties, or rent from a controlled entity ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Gift, grant, or capital contribution to related organization(s)
Gift, grant, or capital contribution from related organization(s)
Loans or loan guarantees to or for related organization(s)
Loans or loan guarantees by related organization(s)
Dividends from related organization(s)~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Sale of assets to related organization(s)
Purchase of assets from related organization(s)
Exchange of assets with related organization(s)
Lease of facilities, equipment, or other assets to related organization(s)
Lease of facilities, equipment, or other assets from related organization(s)
Performance of services or membership or fundraising solicitations for related organization(s)
Performance of services or membership or fundraising solicitations by related organization(s)
Sharing of facilities, equipment, mailing lists, or other assets with related organization(s)
Sharing of paid employees with related organization(s)~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Reimbursement paid to related organization(s) for expenses
Reimbursement paid by related organization(s) for expenses
Other transfer of cash or property to related organization(s)
Other transfer of cash or property from related organization(s)
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
Name of related organization Transaction
type (a-s)
Amount involved Method of determining amount involved
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
87-0568498SaltLakeCityFoundation
X
Areallpartnerssec.
501(c)(3)
orgs.?
Dispropor-
tionate
allocations?
General or
managing
partner?
332164 09-28-23
Yes No Yes No Yes N
4
Part VI Unrelated Organizations Taxable as a Partnership.
a)(b)(c)(d)(e)(f)(g)(h)(i)(j)(k)
o
Schedule R (Form 990) 2023
Predominant income(
related, unrelated,
excluded from taxundersections512-514)
Code V-UBIamountinbox20ofScheduleK-1(
Form 1065)
Schedule R (Form 990) 2023 Page
Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue)
that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
Name, address, and EIN
of entity
Primary activity Legal domicile
state or foreign
country)
Share of
total
income
Share of
end-of-year
assets
Percentage
ownership
87-0568498SaltLakeCityFoundation
332165 09-28-23
5
Schedule R (Form 990) 2023
Schedule R (Form 990) 2023 Page
Provide additional information for responses to questions on Schedule R. See instructions.
Part VII Supplemental Information
Salt Lake City Foundation 87-0568498
SALT LAKE CITY FOUNDATION DONATION POLICY:
A. Salt Lake City Foundation (the Foundation) accepts donations from individuals and
entities that support Salt Lake City Corporation (the City) programs and services
provided to the public. The Foundation’s President shall evaluate whether to accept a
proposed donation based on the provisions of the Articles of Incorporation and By-
Laws as well as pertinent city policies and procedures. The Foundation’s President
shall have discretion to determine whether to accept or decline a proposed donation.
The intent is to help donors reach their intended goals while at the same time taking
action consistent with the mission, goals, plans, resources, and limitations of the
Foundation as a whole.
B. A person or a business who wishes to make a donation is encouraged to:
a. Contact the recipient city department to discuss the proposed donation;
b. Discuss the process for review and acceptance of a donation by the
Foundation.
C. A donation may be used for any public purpose, subject to the provisions of this
chapter and any applicable donation agreement between a donor, the Foundation,
and the City. If it becomes impossible or impractical to administer the donation in
accordance with the wishes of the donor, an alternate purpose, which most closely
aligns with the donor's intent and is consistent with the terms of any applicable
donation agreement, will be determined by the Foundation’s President.
D. The Board of Trustees, in consultation with the City’s nance department, is
authorized to establish policies and procedures related to donations that are
consistent with this chapter.
DONATIONS OF MONEY, CASH EQUIVALENTS, NEGOTIABLE SECURITIES, REAL
PROPERTY AND NONMONETARY DONATIONS:
A. Donations of money and/or a negotiable security may be accepted by the Foundation
in consultation with the City’s nance department and the Foundation’s banking
institution. A donation of a negotiable security may be accepted when in the judgment of
the Foundation’s President, in consultation with the City’s nance department, the
proposed donation is in accordance with applicable law and the proposed donation is
either:
1. Not subject to conditions or specications; or
2. Subject to conditions or specications approved pursuant to applicable provisions
of this chapter.
3. Certain fees may be assessed and billed to the donor based on the Foundation’s
banking institution’s fee schedule.
B. A negotiable security may be held or sold at a marketable rate and the proceeds of
such sale used consistent with any donor conditions or specications and, if there are no
such conditions or specications, in accordance with any other applicable provisions of
this chapter.
C. A donation of money or proceeds of the sale of a negotiable security shall be delivered
to the City’s nance department.
E. The Foundation does not accept cash donations.
F. The Foundation does not accept real property donations.
g. The Foundation does not accept nonmonetary donations.
DONATION AGREEMENT:
A. The Foundation shall not accept a donation of money or a negotiable security having a
value of one-hundred thousand dollars ($100,000) or more unless the donor enters
into a donation agreement. The Foundation also has the discretion to require the
execution of a donation agreement between the donor and the Foundation before
accepting a donation of money, or a negotiable security having a value of less than
one-hundred thousand dollars ($100,000). Any donation agreement cannot take effect
unless it is rst approved by the Foundation’s President and either the city attorney or
the city attorney's designee.
B. The Foundation may enter into a donation agreement with a donor that provides a
framework under which the donor may make, under the agreement, multiple
donations to the Foundation over a specied period of time. Such agreement does not
need to identify the total number of donations to be made and does not need to
identify each donation with specicity. However, the parameters and the framework
the Foundation and the donor will use to identify and approve each separate donation
must be set out in the agreement. Any agreement providing for multiple donations
over a specied period of time cannot take effect unless it is rst approved by the
Foundation’s President and either the city attorney or the city attorney's designee.
C. The Foundation’s President, city attorney, and nance department director, or their
respective designees, with cause specied in writing, may jointly waive any of the
requirements of this section with respect to a particular donation.
DONATION ACKNOWLEDGMENT:
When required by applicable law or internal revenue service regulations, the Foundation
shall provide a letter to each donor that formally acknowledges the donation. The letter
must include a statement that because the Foundation is subject to the provisions of the
government records access and management act, the Foundation cannot guarantee
anonymity of a donor.
TAX LIABILITY:
The Foundation shall make no representation or guarantee as to the tax implications of any
donation made to the Foundation. Each donor is responsible for documenting the value of
the donation for tax purposes.
REPORTS TO THE BOARD OF TRUSTEES
Annually, after the close of the scal year, the Foundation’s President or a designee shall
provide a report to the Board of Trustees regarding donations received during the scal
year.
CONFLICTS OF LAW:
If any provision of this chapter conicts with a provision of an applicable state or federal
law or regulation, such law or regulation shall control.
Approved as to form:
Jaysen Oldroyd, Senior City Attorney