2023-11-15T17:11:32-06:00 2022-12-31 824439676 HBME LLC 559 WEST 500 SOUTH BOUNTIFUL UT 84010 990PF 2022-01-01 200478665 CLARK AND CHRISTINE IVORY FOUNDATION CLAR 8017477000 978 WOODOAK LANE SALT LAKE CITY UT 84117 CLARK IVORY TRUSTEE 8017477000 2023-11-15 1 CLARK IVORY 999009999 0 TED C GARDINER P01082839 8012960200 2023-11-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 363799550 X 29430000 863114 863114 5280342 952242 397057 1699778 29565504 1699778 33329962 24631585 70603196 28146719 0 0 0 18567 18567 0 2100 0 0 25670 25670 0 1691092 9151 0 2397787 455085 0 2316482 624379 569336 13239 0 7021034 1146091 0 4514489 4514489 11535523 1146091 4514489 59067673 27000628 19020673 2480134 2480134 22907638 0 12839472 22907638 24035766 9400016 38705842 39504682 112510287 4611558 60838416 107898729 108259739 84977806 74963187 178259230 8208756 11259999 11259999 195285139 258215529 363799550 678909 2019273 62816530 66435421 491639 76741 63987078 68531435 X 131298061 189684094 131298061 189684094 195285139 258215529 131298061 59067673 0 190365734 681640 189684094 NET SHORT-TERM GAIN/LOSS ON PUBLICLY TRADED SEC. P 19253004 19585768 -332764 -332764 NET LONG-TERM GAIN/LOSS ON PUBLICLY TRADED SECURITIES P 1333152 1130897 202255 202255 SALE OF RIVERBOAT RD. LAND P 8975822 7143067 1832755 1832755 LONG-TERM GAIN/LOSS ON PASSTHROUGH P 5994 -5994 -5994 CAPITAL GAINS DIVIDENDS P 3526 3526 3526 1699778 375309 0 375309 0 375309 365520 0 0 0 365520 1615 11404 0 0 0 0 0 0 0 0 1 1 0 0 1 UT 1 0 0 0 0 1 WWW.IVORYFOUNDATION.ORG KEVIN ANGLESEY 8017477000 978 WOODOAK LANE SALT LAKE CITY UT 84117 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 1 0 0 0 0 CLARK D IVORY 978 WOODOAK LANE SALT LAKE CITY UT 84117 TRUSTEE 1.00 0 0 0 CHRISTINE C IVORY 978 WOODOAK LANE SALT LAKE CITY UT 84117 TRUSTEE 3.00 0 0 0 ABBY IVORY 978 WOODOAK LANE SALT LAKE CITY UT 84117 TRUSTEE 1.00 0 0 0 MARY KATHRYN BERTHA 978 WOODOAK LANE SALT LAKE CITY UT 84117 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 THE FOUNDATION MADE AN ADDITIONAL BELOW MARKET LOAN TO THE UTAH HOUSING PRESERVATION FUND IN THE AMOUNT OF $3,000,000 ($9,300,000 LOANED IN TOTAL). THE UTAH HOUSING PRESERVATION FUND IS OWNED 100% BY THE UTAH NON-PROFIT HOUSING CORPORATION, A 501(C)(3) ENTITY. THE FUND IS ON A MISSION TO ENSURE THAT HOUSING IN UTAH REMAINS AFFORDABLE. THE FUND'S INVESTORS UNDERSTAND THIS AND ALL HAVE AGREED TO ALL RECEIVE A LOWER THAN MARKET RETURN. THANKS TO THIS, THE FUND CAN KEEP RENTS LOW, AND ALL OF THE ADDITIONAL PROFITS CAN BE USED TO PRESERVE MORE AFFORDABLE HOUSING. 3000000 3000000 35144344 7259829 230711936 273116109 0 64308167 208807942 3132119 205675823 10283791 10283791 375309 884327 1259636 9024155 0 9024155 0 9024155 4514489 3000000 7514489 9024155 0 0 94262 272556 842001 188992 1397811 7514489 0 0 0 7514489 0 1397811 1397811 0 0 0 0 0 111855 0 0 0 CLARK D IVORY CHRISTINE C IVORY X YOUTH MAKING A DIFFERENCE 2493 W LANDAU LANE SOUTH JORDAN UT 84095 NONE PC GENERAL FUND 200 WEBER STATE UNIVERSITY 3850 DIXON PARKWAY DEPT 1014 OGDEN UT 84408 NONE PC GENERAL FUND 135600 VILLAGE BOOK BUILDERS 676 S 1160 W OREM UT 84058 NONE PC GENERAL FUND 5000 UVU FOUNDATION 800 WEST UNIVERSITY PKWY MS111 OREM UT 84058 NONE PC GENERAL FUND 55000 UTAH VETERANS ALLIANCE 230 WEST 200 SOUTH NO 2607 SALT LAKE CITY UT 84101 NONE PC GENERAL FUND 5000 UTAH TENNIS ASSOCIATION 2469 E FORT UNION BLVD SALT LAKE CITY UT 84121 NONE PC GENERAL FUND 10462 UTAH STATE UNIVERSITY 1590 OLD MAIN HILL LOGAN UT 84322 NONE PC GENERAL FUND 125100 UTAH FRIENDS OF AMAR ICF 299 MARKET STREET SUITE 250 SADDLE BROOK NJ 07663 NONE PC GENERAL FUND 5000 UTAH FIRST LADY FOUNDATION 603 EAST SOUTH TEMPLE SALT LAKE CITY UT 84102 NONE PC GENERAL FUND 50000 UTAH COMMUNITY BUILDERS 175 E UNIVERSITY BLVD 600 SALT LAKE CITY UT 84111 NONE PC GENERAL FUND 105900 UNIVERSITY OF UTAH 540 ARAPEEN DRIVE SALT LAKE CITY UT 84108 NONE PC GENERAL FUND 1877681 TREEUTAH 824 S 400 W STE B121 SALT LAKE CITY UT 84101 NONE PC GENERAL FUND 92497 THIS IS THE PLACE FOUNDATION 2601 E SUNNYSIDE AVE SALT LAKE CITY UT 84108 NONE PC GENERAL FUND 200000 THE WILLA'S WORKSHOP FOUNDATION 1609 MILLBROOK RD SALT LAKE CITY UT 84106 NONE PC GENERAL FUND 10000 THE URBAN INSTITUTE 500 LENFANT PLAZA SW WASHINGTON DC 20024 NONE PC GENERAL FUND 25000 THE SALT LAKE TRIBUNE 90 S 400 W SUITE 600 SALT LAKE CITY UT 84111 NONE PC GENERAL FUND 100000 THE RON MCBRIDE FOUNDATION INC 9448 S 1210 E SANDY UT 84094 NONE PC GENERAL FUND 10000 THE ROAD HOME 210 S RIO GRANDE STREET SALT LAKE CITY UT 84101 NONE PC GENERAL FUND 100000 THE JAMES A & MARIAN HART ALAND FOUNDATION 2600 W 3500 N FARR WEST UT 84404 NONE PC GENERAL FUND 2500 THE HOPE CLINIC 65 TWIN PEAKS ST MIDVALE UT 84047 NONE PC GENERAL FUND 19000 THE GUADALUPE SCHOOL 1385 N 1200 W SALT LAKE CITY UT 84116 NONE PC GENERAL FUND 7700 THE FREEDOMES FOUNDATION AT VALLEY FORGE PO BOX 552 OLYMPIA WA 98507 NONE PC GENERAL FUND 750 THE CHURCH OF JESUS CHRIST OF LATTER-DAY SAINTS 50 E NORTH TEMPLE ST SALT LAKE CITY UT 84150 NONE PC GENERAL FUND 105000 TERNER HOUSING INNOVATION LABS 490 43RD STREET 15 OAKLAND CA 94609 NONE PC GENERAL FUND 75000 TENNIS AND TUTORING UTAH 2264 EAST EMERALD HILLS COURT COTTONWOOD HEIGHTS UT 84121 NONE PC GENERAL FUND 1000 SUCCESS IN EDUCATION FOUNDATION 111 EAST BROADWAY STE 900 SALT LAKE CITY UT 84111 NONE PC GENERAL FUND 16000 STELLA'S HOUSE INC 1185 MARDA LN ANNAPOLIS MD 21403 NONE PC GENERAL FUND 10000 ST VINCENT 1375 SPRING LANE SALT LAKE CITY UT 84117 NONE PC GENERAL FUND 1025 SLCC FOUNDATION 1101 BERTRAND DRIVE LAFAYETTE LA 70506 NONE PC GENERAL FUND 50000 SHRINERS HOSPITAL FOR CHILDREN 1275 E FAIRFAX RD SALT LAKE CITY UT 84103 NONE PC GENERAL FUND 10000 SF ENTERPRISES 838 W 12TH STREET LONG BEACH CA 90813 NONE PC GENERAL FUND 2200 SANPETE PANTRY 1080 BLACK HAWK BLVD MT PLEASANT UT 84647 NONE PC GENERAL FUND 5000 SAMMY'S BUDDY PROGRAM 1001 PONTIAC STREET DENVER UT 80220 NONE PC GENERAL FUND 10000 SALT LAKE CITY CORP 451 SOUTH STATE STREET SALT LAKE CITY UT 84111 NONE PC GENERAL FUND 25000 RONALD MCDONALD HOUSE CHARITIES ONE KROC DRIVE OAK BROOK IL 60523 NONE PC GENERAL FUND 5000 REFUGEE PANTRY 3134 S 300 E SOUTH SALT LAKE UT 84115 NONE PC GENERAL FUND 274 RED BARN ACADEMY 1200 WEST RED BARN LANE FARMINGTON UT 84025 NONE PC GENERAL FUND 2000 OPERATION UNDERGROUND RAILROAD PO BOX 57338 SALT LAKE CITY UT 84157 NONE PC GENERAL FUND 500 OKLAHOMA UNIVERSITY FOUNDATION 820 VAN VLEET OVAL ECH 100 NORMAN OK 73019 NONE PC GENERAL FUND 15000 NEIGHBORHOOD HOUSE ASSOCIATION 5660 COPLEY DR SAN DIEGO CA 92111 NONE PC GENERAL FUND 100000 NATIONAL FOOTBALL FUND UTAH CHAPTER 99 W S TEMPLE SALT LAKE CITY UT 84101 NONE PC GENERAL FUND 1000 MASON GIVES INC 394 SOUTH 10 WEST FARMINGTON UT 84025 NONE PC GENERAL FUND 5000 LANTERN HOUSE 269 W 33RD ST OGDEN UT 84401 NONE PC GENERAL FUND 1000 INTERMOUNTAIN FOUNDATION 36 STATE ST 23 SALT LAKE CITY UT 84111 NONE PC GENERAL FUND 200000 HUNTSMAN CANCER FOUNDATION 500 HUNTSMAN WAY SALT LAKE CITY UT 84108 NONE PC GENERAL FUND 5500 HINCKLEY INSTITUE OF POLITICS 260 CENTRAL CAMPUS DR 2018 SALT LAKE CITY UT 84112 NONE PC GENERAL FUND 13500 HELP START EDUCATION FOUNDATION 50 NORTH 600 WEST SUITE C SALT LAKE CITY UT 84116 NONE PC GENERAL FUND 20000 GRANITE EDUCATION FOUNDATION 2500 S STATE STREET SALT LAKE CITY UT 84115 NONE PC GENERAL FUND 51000 GIRLS ON THE RUN PO BOX 58337 SALT LAKE CITY UT 84158 NONE PC GENERAL FUND 20000 FRIENDS OF THE CHILDREN 44 NE MORRIS ST PORTLAND OR 97212 NONE PC GENERAL FUND 100000 FIGHT AGAINST DOMESTIC VIOLENCE 3135 S RICHMOND ST SALT LAKE CITY UT 84106 NONE PC GENERAL FUND 1000 ENVISION UTAH 254 SOUTH 600 EAST ST 201 SALT LAKE CITY UT 84102 NONE PC GENERAL FUND 20000 EMPOWERED EDUCATION 4521 S MICHIGAN AVE APT 1R CHICAGO IL 60653 NONE PC GENERAL FUND 25000 DOWNTOWN ALLIANCE INC 201 S MAIN ST 2300 SALT LAKE CITY UT 84111 NONE PC GENERAL FUND 1000 DELTA GAMMA 1373 E 100 S SALT LAKE CITY UT 84102 NONE PC GENERAL FUND 1000 CURTIS CENTER PROJECT FOR ARTS & EDUCATION 2100 N 3200 W LEHI UT 84043 NONE PC GENERAL FUND 201600 COMMUNITY FOUNDATION OF UTAH 2257 SOUTH 1100 EAST SUITE 205 SALT LAKE CITY UT 84106 NONE PC GENERAL FUND 250000 CHOLANGIOCARCINOMA FOUNDATION 5526 WEST 13400 SOUTH STE 510 HERRIMAN UT 84096 NONE PC GENERAL FUND 2500 CATHOLIC COMMUNITY SERVICES 224 N 2200 W SALT LAKE CITY UT 84116 NONE PC GENERAL FUND 50000 CARS THAT CARE 463 W 1500 N CENTERVILLE UT 84014 NONE PC GENERAL FUND 10000 CAMP KOSTOPULOS 4180 EMIGRATION CANYON RD EMIGRATION CANYON UT 84108 NONE PC GENERAL FUND 15000 BYU PATHWAY WORLDWIDE 3 TRIAD CENTER SUITE 500 1125 SALT LAKE CITY UT 84180 NONE PC GENERAL FUND 100000 BELMONT PUBLIC LIBRARY 336 CONCORD AVE BELMONT MA 02478 NONE PC GENERAL FUND 5000 AUGUST MISSION 715 E 700 N AMERICAN FORK UT 84003 NONE PC GENERAL FUND 25000 AMERICAN INDIAN SERVICES 3115 E LION LANE STE 320 COTTONWOOD HEIGHTS UT 84121 NONE PC GENERAL FUND 5000 4TH STREET CLINIC 409 W 400 S SALT LAKE CITY UT 84101 NONE PC GENERAL FUND 10000 4514489 0 14 863114 532000 16 121337 532000 275720 16 532000 8698377 16 24631585 18 1699778 8974097 27315814 0 36289911 0 0 0 0 0 0 0 0 0 0 X X 1 IVORY HOMES 978 WOODOAK LANE SALT LAKE CITY UT 84117 15330000 X 2 SINTRA INVESTMENTS LLC 978 WOODOAK LANE SALT LAKE CITY UT 84117 6200000 X 3 CAPITOL APARTMENTS 978 WOODOAK LANE SALT LAKE CITY UT 84117 300000 X 4 IVORY LAND CORP 978 WOODOAK LANE SALT LAKE CITY UT 84117 500000 X 5 IVORY TOWNS 978 WOODOAK LANE SALT LAKE CITY UT 84117 7100000 X 1 10.04 AC RAW LAND 5280000 2022-12-15 1 23 FINISHED LOTS- COYOTE RIDGE 4 2300000 2022-11-17 1 26 FINISHED LOTS- GABLERS GROVE 2 1950000 2022-06-30 1 40 FINISHED LOTS- GABLERS GROVE 3 2000000 2022-12-29 1 46 FINISHED LOTS- GABLERS GROVE 4 2300000 2022-12-13 1 HOLBROOK VILLAGE C3B 1500000 2022-06-30 2 IMPROVMENTS ON 6 LOTS ON COYOTE RIDGE 3 600000 2022-12-01 2 16 FINISHED HOMES IN HOLBROOK VILLAGE C2B 5600000 2022-12-27 3 33 LOTS RAW LAND NO IMPROVEMENTS 300000 2022-06-30 4 2.71 AC OF GABLERS GROVE 5 500000 2022-12-27 5 6 FINISHED LOTS COYOTE RIDGE 3 600000 2022-12-01 5 25 FINISHED HOMES- GABLERS GROVE 1 6500000 2022-10-31 ACCOUNTING 2100 0 0 TOWNHOMES 2018-12-20 5935867 656551 SL 27.500000000000 215850 0 TOWNHOME LAND 2018-12-20 659541 L 0 0 49 TOWNHOMES LAND 2020-12-31 1375903 L 0 0 TOWNHOMES- JORDAN VIEW LANDING 2021-10-04 11979576 90754 SL 27.500000000000 435621 0 TOWNHOMES- JORDAN VIEW LANDING LAND 2021-10-04 2188320 L 0 0 IVORY HOMES 47 TOWN HOMES 2019-12-31 10247005 760811 SL 27.500000000000 372618 0 47 TOWNHOMES LAND 2019-12-31 1138556 L 0 0 49 TOWN HOMES 2020-12-31 12383127 469058 SL 27.500000000000 450296 0 BUILDING 1 2021-07-19 3095578 35470 ADS 40.000000000000 77389 0 BUILDING 2 2021-09-02 5247286 38261 ADS 40.000000000000 131182 0 SNOW SPRINGS BUILDING 2022-06-30 9816810 ADS 40.000000000000 132936 132936 SNOW SPRINGS LAND 2022-06-30 3813194 L 0.000000000000 0 0 BUILDING 2022-04-14 10549876 SL 27.500000000000 271739 271739 LAND 2022-04-14 5496664 L 0 0 BUILDING 3 2022-06-01 675453 ADS 40.000000000000 9147 9147 BUILDING 2022-06-01 16224300 ADS 40.000000000000 219704 219704 LAND 2022-06-01 1398682 L 0 0 LANDED EDUCATORS 548 MARKET STREET STE 79600 SAN FRANCISCO CA 94104 2021-01-29 250000 PROVIDE FUNDS FOR HOUSING ASSITANCE FOR EDUCATORS NO 2/1/2021, 5/31/2021, 8/11/2021, 11/11/2021 ALL REPORTS INDICATE THAT FUNDS ARE PROPERLY AND RESPONSIBLY USED. CORPORATE STOCK 38705842 39504682 TOWNHOMES 5935867 872401 5063466 TOWNHOME LAND 659541 0 659541 49 TOWNHOMES LAND 1375903 0 1375903 TOWNHOMES- JORDAN VIEW LANDING 11979576 526375 11453201 TOWNHOMES- JORDAN VIEW LANDING LAND 2188320 0 2188320 IVORY HOMES 47 TOWN HOMES 10247005 1133429 9113576 47 TOWNHOMES LAND 1138556 0 1138556 49 TOWN HOMES 12383127 919354 11463773 BUILDING 1 3095578 112859 2982719 BUILDING 2 5247286 169443 5077843 SNOW SPRINGS BUILDING 9816810 132936 9683874 SNOW SPRINGS LAND 3813194 0 3813194 BUILDING 10549876 271739 10278137 LAND 5496664 0 5496664 BUILDING 3 675453 9147 666306 BUILDING 16224300 219704 16004596 LAND 1398682 0 1398682 OTHER INVESTMENTS AT COST 74963187 178259230 LEGAL FEES 18567 18567 0 PRI - UNIVERSITY OF UTAH 1000000 1000000 1000000 PRI - LANDED EDUCAT 500000 475000 475000 PRI - OTHER 250000 193619 193619 PRI - UTAH HOUSING PRESERVATION 6300000 9591380 9591380 OTHER ASSET 158756 0 0 PRIOR PERIOD ADJUSTMENT 681640 OTHER EXPENSES 1600 0 0 OTHER EXPENSES 87563 0 0 INSURANCE 16585 0 0 ADMIN EXPENSE 132581 0 0 INSURANCE 3528 0 0 INSURANCE 1743 1743 0 OTHER EXPENSES 3000 3000 0 BANK CHARGES 4228 0 0 OTHER EXPENSES 261366 0 0 INSURANCE 1496 1496 0 ADMIN EXPENSE 7000 7000 0 AMORTIZATION 48646 0 0 INCOME FROM PASSTHROUGHS 33329962 24631585 33329962 OTHER LIABILITIES 491639 76741 OUTSIDE SERVICES 25670 25670 0 FOREIGN TAXES PAID 6381 6381 0 INCOME TAX 2043160 401033 0 PROPERTY TAX 33220 8767 0 TAXES 188420 0 0 PROPERTY TAX 87702 0 0 PROPERTY TAX 38904 38904 0