2025-11-17T19:27:12-06:00 2024-12-31 824439676 HBME LLC 559 WEST 500 SOUTH BOUNTIFUL UT 84010 990PF 2024-01-01 200478665 CLARK AND CHRISTINE IVORY FOUNDATION CLAR 8017477000 978 WOODOAK LANE SALT LAKE CITY UT 84117 CLARK IVORY TRUSTEE 8017477000 2025-11-17 1 0 TED C GARDINER P01082839 8012960200 2025-11-17 2024 2025-03-06 01:10:19Z X 416469633 X 10940000 2003 2003 111534 111534 12816800 2725748 -2521489 3303038 4346582 3303038 -6167622 -1161794 21005753 4980529 312994 0 0 13631 0 0 92495 0 0 7663418 682421 0 1479627 432961 0 5019832 1289076 1188552 293803 0 15770549 2698261 0 9035916 9035916 24806465 2698261 9035916 -3800712 2282268 1 1 9897797 11213979 11213979 5598422 0 7748369 5598422 6050682 18058592 15453246 16996699 200091458 13010804 180458376 187080654 187080654 102727206 92676715 181248300 13872912 14501490 13879318 332763252 326524507 416469633 3505491 913538 133772702 133989387 889025 826260 138167218 135729185 X 194596034 190795322 194596034 190795322 332763252 326524507 194596034 -3800712 0 190795322 0 190795322 GOLDMAN SACHS 6784 2019-12-20 2024-08-13 737200 500000 237200 237200 GOLDMAN SACHS 67497 2023-01-01 2024-12-31 2799477 2799477 2799477 GOLDMAN SACHS 39366 2024-03-27 2024-05-23 33911 33632 279 279 GOLDMAN SACHS 39366 2024-01-01 2024-12-31 135927 135927 0 0 GOLDMAN SACHS 39366 2023-01-01 2024-12-31 280277 278183 2094 2094 GOLDMAN SACHS 39366 2023-01-01 2024-12-31 97542 95802 1740 1740 PARTNERSHIP INTERESTS DISPOSED P 2020-01-01 2024-12-31 262248 262248 262248 3303038 31724 0 31724 0 31724 115873 0 0 0 115873 0 84149 84149 0 0 0 0 0 0 0 0 0 1 1 0 0 1 UT 1 0 0 0 0 1 WWW.IVORYFOUNDATION.ORG PORTER OPENSHAW 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 CHARLES PORTER OPENSHAW 1987 CLAREMONT DRIVE BOUNTIFUL UT 84010 CFO 26.00 157901 0 0 MANNY GUNTER 978 WOODOAK LN SALT LAKE CITY UT 84117 ASSISTANT CONTROLLER 32.00 60557 0 0 0 NONE 0 THE FOUNDATION MADE AN ADDITIONAL BELOW MARKET LOAN TO THE UTAH HOUSING PRESERVATION FUND IN THE AMOUNT OF $700,000 ($13,00,000 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. 700000 700000 21910372 3067074 384025639 409003085 0 118109600 290893485 4363402 286530083 14326504 14326504 31724 23224 54948 14271556 0 14271556 0 14271556 9035916 700000 9735916 14271556 0 0 4754920 4754920 9735916 0 0 0 9735916 0 4535640 4535640 219280 0 0 0 0 0 0 0 219280 219280 CLARK D IVORY CHRISTINE C IVORY X VIEWMONT ELEMENTARY SCHOOL 745 W ANDERSON AVE MURRAY UT 84123 NONE PC GENERAL FUND 500 FOUNDATION FORWARD UTAH 17 E WINCHESTER STREET 200 MURRAY UT 84107 NONE PC GENERAL FUND 750 LUCAS TERRELL KITCHEN 255 E SPRING CANYON RD COALVILLE UT 84017 NONE PC GENERAL FUND 1000 TENNIS AND TUTORING UTAH 2264 EAST EMERALD HILLS COURT COTTONWOOD HEIGHTS UT 84121 NONE PC GENERAL FUND 2000 SYMPHONIC CHOIR 3030 S MAIN ST STE 100 SALT LAKE CITY UT 84111 NONE PC GENERAL FUND 2500 WEBER STATE UNIVERSITY 3850 DIXON PARKWAY DEPT 1014 OGDEN UT 84408 NONE PC GENERAL FUND 2500 HINCKLEY INSTITUE OF POLITICS 260 CENTRAL CAMPUS DR 2018 SALT LAKE CITY UT 84112 NONE PC GENERAL FUND 3715 COVALI & COVALI SRL MUN CHIINU SEC RCANI STR DOGA ANDREI 32/7 APOF 8 MD NONE PC GENERAL FUND. 4480 THE CHOLANGIOCARCINOMA FOUND 5526 13400 S 510 RIVERTON UT 84096 NONE PC GENERAL FUND 5000 HOPE JOY FOUNDATION 450 TWIN CREEK CIR KAYSVILLE UT 84037 NONE PC GENERAL FUND 5000 UTAH VETERANS ALLIANCE 230 WEST 200 SOUTH NO 2607 SALT LAKE CITY UT 84101 NONE PC GENERAL FUND 5000 DOTERRA HEALING HANDS FOUNDATION 389 S 1300 W PLEASANT GROVE UT 84062 NONE PC GENERAL FUND 5000 CONGREGATION KOL AMI 2425 HERITAGE WAY SALT LAKE CITY UT 84109 NONE PC GENERAL FUND 5000 BROLLY ARTS 3680 ECHERHILL DRIVE PARK CITY UT 84098 NONE PC GENERAL FUND 5000 AMERICAN INDIAN SERVICES 3115 E LION LANE STE 320 COTTONWOOD HEIGHTS UT 84121 NONE PC GENERAL FUND 5000 KIDS ON THE MOVE 475 HOSPITAL DR OREM UT 84057 NONE PC GENERAL FUND 5000 SANPETE PANTRY 1080 BLACK HAWK BLVD MT PLEASANT UT 84647 NONE PC GENERAL FUND 7500 THE HUNTSMAN FOUNDATION 500 S HUNTSMAN WAY SALT LAKE CITY UT 84108 NONE PC GENERAL FUND 10000 THE WILLA'S WORKSHOP FOUNDATION 1609 MILLBROOK RD SALT LAKE CITY UT 84106 NONE PC GENERAL FUND 10000 OF LOVE LLC 539 OAKWOOD PLACE FARMINGTON UT 84025 NONE PC GENERAL FUND 10000 UTAH CLEAN AIR PARTNERSHIP 195 NORTH 1950 WEST SALT LAKE CITY UT 84116 NONE PC GENERAL FUND 10000 EPICENTER FOUNDATION 206 W 4TH STREET STE 425 SANTA ANA CA 92701 NONE PC GENERAL FUND 10000 SHOOTBOX INC 2292 E 404 S ST GEORGE UT 84790 NONE PC GENERAL FUND 10000 SALT LAKE CHAMBER 201 S MAIN ST 2300 SALT LAKE CITY UT 84111 NONE PC GENERAL FUND 10000 AMERICAN CANCER SOCIETY 375 E 100 S SALT LAKE CITY UT 84111 NONE PC GENERAL FUND 10000 SHRINERS HOSPITAL FOR CHILDREN 1275 E FAIRFAX RD SALT LAKE CITY UT 84103 NONE PC GENERAL FUND 10000 UTAH TENNIS ASSOCIATION 2469 E FORT UNION BLVD SALT LAKE CITY UT 84121 NONE PC GENERAL FUND 11200 UTAH FRIENDS OF AMA ICF PO BOX 901433 SANDY UT 84090 NONE PC GENERAL FUND 12000 CAMP KOSTOPULOS 4180 EMIGRATION CANYON RD EMIGRATION CANYON UT 84108 NONE PC GENERAL FUND 15000 SUCCESS IN EDUCATION FOUNDATION 111 EAST BROADWAY STE 900 SALT LAKE CITY UT 84111 NONE PC GENERAL FUND 15000 OU FOUNDATION INC 100 W TIMBERDELL ROAD NORMAN OK 73019 NONE PC GENERAL FUND 15000 SAMMY'S BUDDY PROGRAM 1001 PONTIAC STREET DENVER UT 80220 NONE PC GENERAL FUND 15000 UTAH EDUCATION ASSOCIATION 887 E PONTIAC DR MURRAY UT 84107 NONE PC GENERAL FUND 18000 CATHOLIC COMMUNITY SERVICES 210 S RIO GRANDE ST SALT LAKE CITY UT 84101 NONE PC GENERAL FUND 20000 CARS THAT CARE 463 W 1500 N CENTERVILLE UT 84014 NONE PC GENERAL FUND 20000 RISING STAR OUTREACH 3355 N UNIVERSITY AVE STE 200 PROVO UT 84604 NONE PC GENERAL FUND 20000 THE HOPE CLINIC 65 TWIN PEAKS ST MIDVALE UT 84047 NONE PC GENERAL FUND 20000 UTAH MOLDOVA BUSINESS PARTNERS 978 EAST WOODOAK LANE SALT LAKE CITY UT 84117 NONE PC GENERAL FUND 21169 GUADALUPE SCHOOL 1385 W 1200 N SALT LAKE CITY UT 84116 NONE PC GENERAL FUND 25000 4TH STREET CLINIC 409 W 400 S SALT LAKE CITY UT 84101 NONE PC GENERAL FUND 25000 PROG DEVELOPMENT CENTER 2875 DECKER LAKE DR WEST VALLEY CITY UT 84119 NONE PC GENERAL FUND 25000 TO UKRAINE WITH LOVE 533 W 2600 S SUITE 160 BOUNTIFUL UT 84010 NONE PC GENERAL FUND 25000 THE URBAN INSTITUTE 500 LENFANT PLAZA SW WASHINGTON DC 20024 NONE PC GENERAL FUND 25000 UTAH COMMUNITY BUILDERS 175 E UNIVERSITY BLVD 600 SALT LAKE CITY UT 84111 NONE PC GENERAL FUND 50000 UVU FOUNDATION 800 WEST UNIVERSITY PKWY MS111 OREM UT 84058 NONE PC GENERAL FUND 50000 UTAH JOB OPPORTUNITIES FOUNDATION 175 E 400 S SALT LAKE CITY UT 84111 NONE PC GENERAL FUND 50000 CHILDREN CENTER UTAH 3725 W 4100 S WEST VALLEY CITY UT 84120 NONE PC GENERAL FUND 72000 SOUTHERN UTAH UNIVERSITY 351 W UNIVERSITY BLVD CEDAR CITY UT 84720 NONE PC GENERAL FUND 75000 JOINT CENTER FOR HOUSING STUDIES 1 BOW STREET SUITE 400 CAMBRIDGE MA 02138 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 UTAH SPORT COMMISSION 201 S MAIN ST 2125 SALT LAKE CITY UT 84111 NONE PC GENERAL FUND 103000 FRIENDS OF THE CHILDREN 44 NE MORRIS ST PORTLAND OR 97212 NONE PC GENERAL FUND 110000 SCHOLARSHIP-IVORY CONST-BLDG SCIENCE PATHWAYS 978 EAST WOODOAK LANE SALT LAKE CITY UT 84117 NONE PC GENERAL FUND 114000 TREEUTAH 824 S 400 W STE B121 SALT LAKE CITY UT 84101 NONE PC GENERAL FUND 144478 PREVENT CHILD ABUSE UTAH 2121 STATE ST 202 SALT LAKE CITY UT 84101 NONE PC GENERAL FUND 150000 NEIGHBORHOOD HOUSE ASSOCIATION 5660 COPLEY DR SAN DIEGO CA 92111 NONE PC GENERAL FUND 165000 GRANITE EDUCATION FOUNDATION 2500 S STATE STREET SALT LAKE CITY UT 84115 NONE PC GENERAL FUND 179292 INTERMOUNTAIN FOUNDATION 36 STATE ST 23 SALT LAKE CITY UT 84111 NONE PC GENERAL FUND 200000 UTAH STATE UNIVERSITY 1590 OLD MAIN HILL LOGAN UT 84322 NONE PC GENERAL FUND 209500 COMMUNITY FOUNDATION OF UTAH 1245 BRICKYARD RD SALT LAKE CITY UT 84106 NONE PC GENERAL FUND 1000000 THIS IS THE PLACE FOUNDATION 2601 E SUNNYSIDE AVE SALT LAKE CITY UT 84108 NONE PC GENERAL FUND 1585000 UNIVERSITY OF UTAH 540 ARAPEEN DRIVE SALT LAKE CITY UT 84108 NONE PC GENERAL FUND 4121332 9035916 0 14 2003 14 111534 532000 -3099158 16 532000 577669 16 18 3303038 LOSSES FROM PASSTHROUGHS 532000 -5005828 16 -1161794 -7527317 2254781 0 -5272536 0 0 0 0 0 0 0 0 0 0 X X 1 CLARK IVORY 978 WOODOAK LANE SALT LAKE CITY UT 84117 8000000 X 2 CAPITOL APARTMENTS LLC 978 WOODOAK LANE SALT LAKE CITY UT 84117 2940000 X 2 7 FINISHED TOWNHOMES, HOLBROOK 2940000 2024-06-12 TOWNHOMES 2018-12-20 5935867 1088251 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 961996 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 1506047 SL 27.500000000000 372618 0 47 TOWNHOMES LAND 2019-12-31 1138556 L 0 0 49 TOWN HOMES 2020-12-31 12383127 1369650 SL 27.500000000000 450296 0 SNOW SPRINGS BUILDING 2022-06-30 9816810 378356 ADS 40.000000000000 245420 245420 SNOW SPRINGS LAND 2022-06-30 3813194 L 0 0 BUILDING 2022-04-14 10549876 655371 SL 27.500000000000 383632 383632 LAND 2022-04-14 5496664 L 0 0 BUILDING 2022-06-01 16224300 625312 ADS 40.000000000000 405608 405608 LAND 2022-06-01 1398682 L 0 0 SNOW SPRINGS BUILDING 2023-06-01 5446039 107270 SL 27.500000000000 198038 198038 BUILDING 2023-06-01 28232802 556101 SL 27.500000000000 1026647 1026647 BUILDING 2023-06-01 4486940 88379 SL 27.500000000000 163161 163161 SNOW SPRINGS BUILDING 2024-06-30 774037 SL 27.500000000000 15246 15246 7 UNITS (DOANTED) 2024-06-12 2940000 SL 27.500000000000 57909 57909 BUILDING COSTS 2024-06-30 10580 SL 27.500000000000 208 208 BUILDING 2024-06-30 11719680 SL 27.500000000000 230842 230842 BUILDING 3 2022-09-14 4877500 26033 ADS 40.000000000000 121938 0 BUILDING 3 ADDSQ 2023-07-31 775835 ADS 40.000000000000 19396 0 BUILDING 3 IMPROVEMENTS 2024-02-12 21070 ADS 40.000000000000 461 0 BUILDING 1 2021-07-19 3095578 190248 ADS 40.000000000000 77389 0 BUILDING 2 2021-09-02 5247286 300625 ADS 40.000000000000 131182 0 BLDG 3 - TI - LIT JOY 2022-09-14 407670 ADS 20.000000000000 20384 0 BLDG 3 - TI - PEGASUS 2023-02-01 288846 ADS 20.000000000000 14442 0 BLDG 3 - TI - US CABINET 2023-12-11 403906 ADS 20.000000000000 20195 0 BLDG 3 - TI - US CABINET 2024-02-22 71281 ADS 20.000000000000 43482 0 BUILDING 2 ADDS 2022-03-01 52145 ADS 40.000000000000 1304 0 BUILDING 1 OR 2 ELECTRICAL 2023-08-25 9173 ADS 40.000000000000 229 0 BUILDING - SITE CONCRETE WORK 2024-10-28 12608 ADS 40.000000000000 66 0 TI - RECTEQ 2022-05-27 410775 ADS 20.000000000000 20539 0 TI - BALTIC 2022-03-21 271903 ADS 20.000000000000 13595 0 BUILDING 2024-03-14 11026425 SL 27.500000000000 334134 334134 CORPORATE STOCK 15453246 16996699 TOWNHOMES 5935867 1304101 4631766 TOWNHOME LAND 659541 0 659541 49 TOWNHOMES LAND 1375903 0 1375903 TOWNHOMES- JORDAN VIEW LANDING 11979576 1397617 10581959 TOWNHOMES- JORDAN VIEW LANDING LAND 2188320 0 2188320 IVORY HOMES 47 TOWN HOMES 10247005 1878665 8368340 47 TOWNHOMES LAND 1138556 0 1138556 49 TOWN HOMES 12383127 1819946 10563181 SNOW SPRINGS BUILDING 9816810 623776 9193034 SNOW SPRINGS LAND 3813194 0 3813194 BUILDING 10549876 1039003 9510873 LAND 5496664 0 5496664 BUILDING 16224300 1030920 15193380 LAND 1398682 0 1398682 SNOW SPRINGS BUILDING 5446039 305308 5140731 BUILDING 28232802 1582748 26650054 BUILDING 4486940 251540 4235400 SNOW SPRINGS BUILDING 774037 15246 758791 7 UNITS (DOANTED) 2940000 57909 2882091 BUILDING COSTS 10580 208 10372 BUILDING 11719680 230842 11488838 BUILDING 3 4877500 147971 4729529 BUILDING 3 ADDSQ 775835 19396 756439 BUILDING 3 IMPROVEMENTS 21070 461 20609 BUILDING 1 3095578 267637 2827941 BUILDING 2 5247286 431807 4815479 BLDG 3 - TI - LIT JOY 407670 20384 387286 BLDG 3 - TI - PEGASUS 288846 14442 274404 BLDG 3 - TI - US CABINET 403906 20195 383711 BLDG 3 - TI - US CABINET 71281 43482 27799 BUILDING 2 ADDS 52145 1304 50841 BUILDING 1 OR 2 ELECTRICAL 9173 229 8944 BUILDING - SITE CONCRETE WORK 12608 66 12542 TI - RECTEQ 410775 20539 390236 TI - BALTIC 271903 13595 258308 BUILDING 11026425 334134 10692291 OTHER INVESTMENTS AT COST 92676715 181248300 LEGAL FEES 13631 0 0 PRI - UNIVERSITY OF UTAH 1000000 1291380 1291380 PRI - LANDED EDUCAT 475000 475000 475000 PRI - OTHER 130162 58740 58740 PRI - UTAH HOUSING PRESERVATION 12267750 12676370 12054198 OTHER EXPENSES 50104 13228 0 OTHER EXPENSES 333594 0 0 INSURANCE 14673 0 0 INSURANCE 7817 7817 0 OTHER EXPENSES 118508 118508 0 OTHER EXPENSES 215375 0 0 OTHER EXPENSES 9918 9918 0 INSURANCE 0 0 0 OTHER EXPENSES 259189 75494 0 BANK CHARGES 0 0 0 INSURANCE 0 0 0 OTHER EXPENSES 11336 329 0 OTHER EXPENSES 48835 48835 0 OTHER EXPENSES 19674 19674 0 AMORTIZATION 99529 0 0 LOSSES FROM PASSTHROUGHS -6167622 -1161794 -6167622 OTHER LIABILITIES 889025 826260 OUTSIDE SERVICES 34950 0 0 PROFESSIONAL FEES 57545 0 0 FOREIGN TAXES PAID 870 0 0 PROPERTY TAX 4112 4112 0 PROPERTY TAX 227988 0 0 PROPERTY TAX 91598 0 0 PROPERTY TAX 108939 108939 0 PROPERTY TAX 242060 0 0 PROPERTY TAX 102543 102543 0 PROPERTY TAX 463128 134895 0 PROPERTY TAX 160574 4657 0 PROPERTY TAX 77815 77815 0