2024-11-15T16:20:58-06:00 2023-12-31 824439676 HBME LLC 559 WEST 500 SOUTH BOUNTIFUL UT 84010 990PF 2023-01-01 200478665 CLARK AND CHRISTINE IVORY FOUNDATION CLAR 8017477000 978 WOODOAK LANE SALT LAKE CITY UT 84117 CLARK IVORY TRUSTEE 8017477000 2024-11-15 1 0 TED C GARDINER P01082839 8012960200 2024-11-15 2023 2024-10-15 13:58:12Z X 415216182 X 16130000 535303 535303 9173660 1024477 -1567574 6152 6152 6152 -1580640 1074339 24264475 2640271 0 0 0 203060 101530 0 29421 8192 0 64429 6900 0 5222766 740942 0 1607082 364652 0 3768401 589804 761749 187621 0 11656908 1999641 0 13836419 13836419 25493327 1999641 13836419 -1228852 640630 2480134 9897797 9897797 7748369 0 22907638 7748369 8048058 38705842 18058592 21847241 188963630 8505254 107898729 180458376 179361075 74963187 102727206 182189099 11259999 13872912 13872912 258215529 332763252 415216182 2019273 3505491 66435421 133772702 76741 889025 68531435 138167218 X 189684094 194596034 189684094 194596034 258215529 332763252 189684094 -1228852 6140792 194596034 0 194596034 GAIN/LOSS ON STOCK SALES P 6152 6152 6152 6152 8905 0 8905 0 8905 125000 0 0 0 125000 222 115873 115873 0 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 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 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 DARIN E HASKELL 11009 ALBION PASS COURT SOUTH JORDAN UT 84095 CONTROLLER 20.00 164317 0 0 CHARLES PORTER OPENSHAW 1987 CLAREMONT DRIVE BOUNTIFUL UT 84010 CFO 20.00 38683 0 0 0 NONE 0 THE FOUNDATION MADE AN ADDITIONAL BELOW MARKET LOAN TO THE UTAH HOUSING PRESERVATION FUND IN THE AMOUNT OF $3,000,000 ($12,300,000 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 29020600 3751768 283694396 316466764 0 73247487 243219277 3648289 239570988 11978549 11978549 8905 8905 11969644 0 11969644 0 11969644 13836419 3000000 16836419 11969644 111855 0 0 16836419 111855 0 0 11969644 4754920 0 0 4754920 0 0 0 0 0 0 0 4754920 4754920 CLARK D IVORY CHRISTINE C IVORY X 4TH STREET CLINIC 409 W 400 S SALT LAKE CITY UT 84101 NONE PC GENERAL FUND 25000 AMERICAN INDIAN SERVICES 3115 E LION LANE STE 320 COTTONWOOD HEIGHTS UT 84121 NONE PC GENERAL FUND 5000 AUGUST MISSION 715 E 700 N AMERICAN FORK UT 84003 NONE PC GENERAL FUND 500 BYU PATHWAY WORLDWIDE 3 TRIAD CENTER SUITE 500 1125 SALT LAKE CITY UT 84180 NONE PC GENERAL FUND 100000 CAMP KOSTOPULOS 4180 EMIGRATION CANYON RD EMIGRATION CANYON UT 84108 NONE PC GENERAL FUND 15000 CARS THAT CARE 463 W 1500 N CENTERVILLE UT 84014 NONE PC GENERAL FUND 20000 CURTIS CENTER PROJECT FOR ARTS & EDUCATION 2100 N 3200 W LEHI UT 84043 NONE PC GENERAL FUND 450400 ENVISION UTAH 254 SOUTH 600 EAST ST 201 SALT LAKE CITY UT 84102 NONE PC GENERAL FUND 5000 FIGHT AGAINST DOMESTIC VIOLENCE 3135 S RICHMOND ST SALT LAKE CITY UT 84106 NONE PC GENERAL FUND 5000 FRIENDS OF THE CHILDREN 44 NE MORRIS ST PORTLAND OR 97212 NONE PC GENERAL FUND 100000 GRANITE EDUCATION FOUNDATION 2500 S STATE STREET SALT LAKE CITY UT 84115 NONE PC GENERAL FUND 165567 HELP START EDUCATION FOUNDATION 50 NORTH 600 WEST SUITE C SALT LAKE CITY UT 84116 NONE PC GENERAL FUND 20000 HINCKLEY INSTITUE OF POLITICS 260 CENTRAL CAMPUS DR 2018 SALT LAKE CITY UT 84112 NONE PC GENERAL FUND 26948 INTERMOUNTAIN FOUNDATION 36 STATE ST 23 SALT LAKE CITY UT 84111 NONE PC GENERAL FUND 200000 NEIGHBORHOOD HOUSE ASSOCIATION 5660 COPLEY DR SAN DIEGO CA 92111 NONE PC GENERAL FUND 150000 REFUGEE PANTRY 3134 S 300 E SOUTH SALT LAKE UT 84115 NONE PC GENERAL FUND 5000 RONALD MCDONALD HOUSE CHARITIES ONE KROC DRIVE OAK BROOK IL 60523 NONE PC GENERAL FUND 5000 SALT LAKE CITY CORP 451 SOUTH STATE STREET SALT LAKE CITY UT 84111 NONE PC GENERAL FUND 100000 SAMMY'S BUDDY PROGRAM 1001 PONTIAC STREET DENVER UT 80220 NONE PC GENERAL FUND 10000 SANPETE PANTRY 1080 BLACK HAWK BLVD MT PLEASANT UT 84647 NONE PC GENERAL FUND 12500 SHRINERS HOSPITAL FOR CHILDREN 1275 E FAIRFAX RD SALT LAKE CITY UT 84103 NONE PC GENERAL FUND 10000 SUCCESS IN EDUCATION FOUNDATION 111 EAST BROADWAY STE 900 SALT LAKE CITY UT 84111 NONE PC GENERAL FUND 16000 TENNIS AND TUTORING UTAH 2264 EAST EMERALD HILLS COURT COTTONWOOD HEIGHTS UT 84121 NONE PC GENERAL FUND 1000 TERNER HOUSING INNOVATION LABS 490 43RD STREET 15 OAKLAND CA 94609 NONE PC GENERAL FUND 75000 THE CHURCH OF JESUS CHRIST OF LATTER-DAY SAINTS 50 E NORTH TEMPLE ST SALT LAKE CITY UT 84150 NONE PC GENERAL FUND 100000 THE FREEDOMES FOUNDATION AT VALLEY FORGE PO BOX 552 OLYMPIA WA 98507 NONE PC GENERAL FUND 750 THE HOPE CLINIC 65 TWIN PEAKS ST MIDVALE UT 84047 NONE PC GENERAL FUND 24500 THE URBAN INSTITUTE 500 LENFANT PLAZA SW WASHINGTON DC 20024 NONE PC GENERAL FUND 25000 THE WILLA'S WORKSHOP FOUNDATION 1609 MILLBROOK RD SALT LAKE CITY UT 84106 NONE PC GENERAL FUND 10000 THIS IS THE PLACE FOUNDATION 2601 E SUNNYSIDE AVE SALT LAKE CITY UT 84108 NONE PC GENERAL FUND 210000 TREEUTAH 824 S 400 W STE B121 SALT LAKE CITY UT 84101 NONE PC GENERAL FUND 69640 UNIVERSITY OF UTAH 540 ARAPEEN DRIVE SALT LAKE CITY UT 84108 NONE PC GENERAL FUND 3080000 UTAH COMMUNITY BUILDERS 175 E UNIVERSITY BLVD 600 SALT LAKE CITY UT 84111 NONE PC GENERAL FUND 115000 UTAH FIRST LADY FOUNDATION 603 EAST SOUTH TEMPLE SALT LAKE CITY UT 84102 NONE PC GENERAL FUND 200000 UTAH STATE UNIVERSITY 1590 OLD MAIN HILL LOGAN UT 84322 NONE PC GENERAL FUND 194500 UTAH TENNIS ASSOCIATION 2469 E FORT UNION BLVD SALT LAKE CITY UT 84121 NONE PC GENERAL FUND 11711 UTAH VETERANS ALLIANCE 230 WEST 200 SOUTH NO 2607 SALT LAKE CITY UT 84101 NONE PC GENERAL FUND 5000 UVU FOUNDATION 800 WEST UNIVERSITY PKWY MS111 OREM UT 84058 NONE PC GENERAL FUND 56000 WEBER STATE UNIVERSITY 3850 DIXON PARKWAY DEPT 1014 OGDEN UT 84408 NONE PC GENERAL FUND 116500 YOUTH MAKING A DIFFERENCE 2493 W LANDAU LANE SOUTH JORDAN UT 84095 NONE PC GENERAL FUND 500 AMERICAN CANCER SOCIETY 375 E 100 S SALT LAKE CITY UT 84111 NONE PC GENERAL FUND 5000 CONGREGATION KOL AMI 2425 HERITAGE WAY SALT LAKE CITY UT 84109 NONE PC GENERAL FUND 10000 CORNELL UNIVERSITY 130 EAST SENECA STREET SUITE 400 ITHACA NY 14850 NONE PC GENERAL FUND 50000 DAVID ECCLES SCHOOL OF BUSINESS 1655 CAMPUS CENTER DR SALT LAKE CITY UT 84112 NONE PC GENERAL FUND 7292 DAVIS TECHNICAL COLLEGE FOUNDATION 550 E 300 S KAYSVILLE UT 84037 NONE PC GENERAL FUND 5000 ENCIRCLE FAMILY & RESOURCE CENTER 331 S 600 E SALT LAKE CITY UT 84102 NONE PC GENERAL FUND 5000 THE EUROSEMINAR FOUNDATION 333 N PALISADES DR OREM UT 84097 NONE PC GENERAL FUND 5000 FPC PRESERVATION FOUNDATION 12 C STREET SALT LAKE CITY UT 84103 NONE PC GENERAL FUND 10000 JOINT CENTER FOR HOUSING STUDIES 1 BOW STREET SUITE 400 CAMBRIDGE MA 02138 NONE PC GENERAL FUND 75000 THE LEONARDO MUSEUM 209 E 500 S SALT LAKE CITY UT 84111 NONE PC GENERAL FUND 10000 MER ARNOLD 1198 GROVES VIEW DR SOUTH JORDAN UT 84095 NONE PC GENERAL FUND 25000 LOCKS OF LOVE 234 SOUTHERN BLVD WEST PALM BEACH FL 334052701 NONE PC GENERAL FUND 10000 ONE REFUGEE 3085 N COLE RD STE 201 BOISE ID 83704 NONE PC GENERAL FUND 20000 OU FOUNDATION INC 100 W TIMBERDELL ROAD NORMAN OK 73019 NONE PC GENERAL FUND 15000 PUBLIC LANDS ADMINISTRATION 1965 WEST 500 SOUTH SALT LAKE CITY UT 84101 NONE PC GENERAL FUND 25000 SHOOTBOX INC 2292 E 404 S ST GEORGE UT 84790 NONE PC GENERAL FUND 10000 STAR OF CHARITY 299 MARKET STREET SUITE 250 SADDLE BROOK UT 84003 NONE PC GENERAL FUND 5000 SOUTHERN UTAH UNIVERSITY 351 W UNIVERSITY BLVD CEDAR CITY UT 84720 NONE PC GENERAL FUND 75000 THE CHOLANGIOCARCINOMA FOUND 5526 13400 S 510 RIVERTON UT 84096 NONE PC GENERAL FUND 2500 THE MAUI FOOD BANK 760 KOLU ST WILUKU HI 96793 NONE PC GENERAL FUND 2000 UTAH CLEAN AIR PARTNERSHIP 195 NORTH 1950 WEST SALT LAKE CITY UT 84116 NONE PC GENERAL FUND 15000 TO UKRAINE WITH LOVE 533 W 2600 S SUITE 160 BOUNTIFUL UT 84010 NONE PC GENERAL FUND 200000 UKRAINE MOLDOVA AID 13 ZATYSHNA STE ODESA UP 65012 NONE PC GENERAL FUND 1000 UTAH EDUCATION ASSOCIATION 887 E PONTIAC DR MURRAY UT 84107 NONE PC GENERAL FUND 18000 UTAH HOUSING PRESERVATION FUND 223 WEST 700 S SALT LAKE CITY UT 84101 NONE PC GENERAL FUND 15000 UTAH MOLDOVA BUSINESS PARTNERS 978 EAST WOODOAK LANE SALT LAKE CITY UT 84117 NONE PC GENERAL FUND 33611 IVORY INNOVATIONS 978 EACH WOODOAK LANE SALT LAKE CITY UT 84117 NONE PC GENERAL FUND 7440000 13836419 0 14 535303 532000 -1427292 16 532000 16 -140282 18 6152 LOSSES FROM PASSTHROUGHS 532000 -2654979 16 1074339 -4082271 1475512 0 -2606759 0 0 0 0 0 0 0 0 0 0 X X 1 IVORY HOMES 978 WOODOAK LANE SALT LAKE CITY UT 84117 6840000 X 2 IVORY LAND CORP 978 WOODOAK LANE SALT LAKE CITY UT 84117 4290000 X 3 CLARK IVORY 978 WOODOAK LANE SALT LAKE CITY UT 84117 5000000 X 1 14 TOWNHOME UNITS- GABLERS GROVE 4200000 2023-03-10 1 33 SFR LOTS- SCENIC SLOPES 2640000 2023-01-31 2 8.84 ACRES OF VACANT LAND 4290000 2023-08-10 TOWNHOMES 2018-12-20 5935867 872401 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 526375 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 1133429 SL 27.500000000000 372618 0 47 TOWNHOMES LAND 2019-12-31 1138556 L 0 0 49 TOWN HOMES 2020-12-31 12383127 919354 SL 27.500000000000 450296 0 BUILDING 1 2021-07-19 3095578 112859 ADS 40.000000000000 77389 0 BUILDING 2 2021-09-02 5247286 169443 ADS 40.000000000000 131182 0 SNOW SPRINGS BUILDING 2022-06-30 9816810 132936 ADS 40.000000000000 245420 245420 SNOW SPRINGS LAND 2022-06-30 3813194 L 0 0 BUILDING 2022-04-14 10549876 271739 SL 27.500000000000 383632 383632 LAND 2022-04-14 5496664 L 0 0 BUILDING 3 2022-06-01 675453 9147 ADS 40.000000000000 16886 16886 BUILDING 2022-06-01 16224300 219704 ADS 40.000000000000 405608 405608 LAND 2022-06-01 1398682 L 0 0 BUILDING 4 2023-06-01 20835599 ADS 40.000000000000 282149 282149 SNOW SPRINGS BUILDING 2023-06-01 5446039 SL 27.500000000000 107270 107270 BUILDING 2023-06-01 28232802 SL 27.500000000000 556101 556101 BUILDING 2023-06-01 4486940 SL 27.500000000000 88379 88379 CORPORATE STOCK 18058592 21847241 TOWNHOMES 5935867 1088251 4847616 TOWNHOME LAND 659541 0 659541 49 TOWNHOMES LAND 1375903 0 1375903 TOWNHOMES- JORDAN VIEW LANDING 11979576 961996 11017580 TOWNHOMES- JORDAN VIEW LANDING LAND 2188320 0 2188320 IVORY HOMES 47 TOWN HOMES 10247005 1506047 8740958 47 TOWNHOMES LAND 1138556 0 1138556 49 TOWN HOMES 12383127 1369650 11013477 BUILDING 1 3095578 190248 2905330 BUILDING 2 5247286 300625 4946661 SNOW SPRINGS BUILDING 9816810 378356 9438454 SNOW SPRINGS LAND 3813194 0 3813194 BUILDING 10549876 655371 9894505 LAND 5496664 0 5496664 BUILDING 3 675453 26033 649420 BUILDING 16224300 625312 15598988 LAND 1398682 0 1398682 BUILDING 4 20835599 282149 20553450 SNOW SPRINGS BUILDING 5446039 107270 5338769 BUILDING 28232802 556101 27676701 BUILDING 4486940 88379 4398561 OTHER INVESTMENTS AT COST 102727206 182189099 LEGAL FEES 16384 8192 0 LEGAL EXPENSE 13037 0 0 PRI - UNIVERSITY OF UTAH 1000000 1000000 1000000 PRI - LANDED EDUCAT 475000 475000 475000 PRI - OTHER 193619 130162 130162 PRI - UTAH HOUSING PRESERVATION 9591380 12267750 12267750 OTHER EXPENSES 7968 0 0 OTHER EXPENSES 0 0 0 INSURANCE 15693 5179 0 ADMIN EXPENSE 241784 79789 0 INSURANCE 6332 443 0 INSURANCE 12528 12528 0 OTHER EXPENSES 4787 4787 0 OTHER EXPENSES 0 0 0 INSURANCE 22094 0 0 BANK CHARGES 157988 0 0 BANK CHARGES 143119 68697 0 INSURANCE 13792 6620 0 OTHER EXPENSES 19955 9578 0 AMORTIZATION 115709 0 0 INCOME FROM PASSTHROUGHS 1074339 LOSSES FROM PASSTHROUGHS -1580640 -1580640 ADJUSTMENT FOR PROPERTY DONATED AT FMV 6140792 OTHER LIABILITIES 76741 889025 OUTSIDE SERVICES 13800 6900 0 PROFESSIONAL FEES 50629 0 0 FOREIGN TAXES PAID 2705 2705 0 INCOME TAX 637158 136404 0 PROPERTY TAX 27733 27733 0 PROPERTY TAX 204510 67488 0 PROPERTY TAX 79477 5563 0 PROPERTY TAX 72137 72137 0 TAXES 198036 0 0 TAXES 275698 0 0 TAXES 109628 52621 0