2025-11-10T12:11:16-05:00 2024-12-31 870668060 Traveller & Company LLC 500 North Marketplace Dr Suite 202 Centerville UT 84014 990EZ 2024-01-01 263154283 Utah Association of Financial Services Foundation % Frank Pignanelli UTAH 445 East 200 South STE 100 Salt Lake City UT 84111 FRANK PIGNANELLI Executive Director 2025-11-15 true true STACEY PORTER P00655363 8012991302 2025-11-10 2024 2025-03-06 01:10:19Z X X X 151506 X 151500 6 151506 155000 155000 -3494 20544 17050 20544 17050 0 0 0 0 20544 17050 0 0 20544 17050 Support Community Reinvestment Act (CRA) Donations to qualified charities and non-profit organizations. 155000 0 0 Sherrie Rees Member-at-large 1.00 0 0 0 Andrea Moss President 1.00 0 0 0 Ed Haidenthaller Vice President 1.00 0 0 0 Reese Howell Member-at-large 1.00 0 0 0 Ray Specht Chairman Emeritus 1.00 0 0 0 John Taylor Member-at-large 1.00 0 0 0 Bill Donnelly SecretaryTreasurer 1.00 0 0 0 Lew Goodwin Member-at-large 1.00 0 0 0 Christi Palmer Member-at-large 1.00 0 0 0 Frank Pignanelli Executive Director 1.00 0 0 0 Tracy Sandin Member-at-large 1.00 0 0 0 Mara McNiel Member-at-large 1.00 0 0 0 Nathan Cluff Member-at-large 1.00 0 0 0 false false false false false false false false false Becky Benham 60 S 600 E Ste 150 Salt Lake City UT 84102 8015094720 false false false false false false false false false false false NONE NONE true X 76500 131700 105000 121500 151500 586200 76500 131700 105000 121500 151500 586200 0 0 0 0 0 0 586200 4 5 38 6 53 4 5 38 6 53 76500 131704 105005 121538 151506 586253 0.99990 0.99990 0.00000 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED List of grants and similar amounts paid Part I line 10 Grantee Asian Association of Utah Street 155 South 300 West City, State, Zip Salt Lake City, UT 84101Amount 10,000Grantee CRA Innovation Lab Street 201 S Presidents Circle City, State, Zip Salt Lake City, UT 84112Amount 10,000Grantee Friends of the Children Street 5361 S 4220 W Ste B City, State, Zip Salt Lake City, UT 84118Amount 10,000Grantee Holy Cross Ministries Street 860 E 4500 S No 204 City, State, Zip Salt Lake City, UT 84107Amount 10,000Grantee House of Hope Street 857 E 200 S City, State, Zip Salt Lake City, UT 84102Amount 5,000Grantee Neighborhood House Street 1050 West 500 South City, State, Zip Salt Lake City, UT 84104Amount 5,000Grantee NeighborWorks MCHS Street 1031 WEst Center St Ste 302 City, State, Zip Orem, UT 84057Amount 10,000Grantee Pacific Island Chamber of Commerce Street 824 S 400 W Ste B113 City, State, Zip Salt Lake City, UT 84101Amount 10,000Grantee People Helping People Street 265 E 100 S No 280 City, State, Zip Salt Lake City, UT 84111Amount 10,000Grantee Project Road Street 550 N University Ave No 215 City, State, Zip Provo, UT 84601Amount 5,000Grantee Salt Lake Habitat for Humanity Street 1276 S 500 W City, State, Zip Salt Lake City, UT 84101Amount 10,000Grantee South Valley Services Street PO Box 1028 City, State, Zip West Jordan, UT 84084Amount 10,000Grantee The INN Between Street 1216 E 1300 S City, State, Zip Salt Lake City, UT 84105Amount 10,000Grantee Utah Community Action Street 1307 S 900 W City, State, Zip Salt Lake City, UT 84104Amount 10,000Grantee Utah Partners for Health Street 7651 S Main Street City, State, Zip Midvale, UT 84047Amount 10,000Grantee Utah Youth Village Street 5800 S Highland Dr City, State, Zip Salt Lake City, UT 84121Amount 5,000Grantee Volunteers of America of Utah Street 1875 S Redwood Road City, State, Zip Centerville, UT 84014Amount 10,000Grantee YMCA Street 675 E 2100 S Ste 200 City, State, Zip Salt Lake City, UT 84106Amount 10,000Grantee Millcreek City Promise Program Street 3300 S 1300 E City, State, Zip Salt Lake City, UT 84106Amount $5,000