Ls Peery Foundation
- Assets
- $24.8m
- Revenue
- $841.2k
- Investments
- $24.7m
- Employees
- 0
- Location
- Salt Lake City, UT
- Founding
- 09/2003
- Data as of
- 12/2023
- EIN
- 81-0614105
Organization Overview
Ls Peery Foundation is located in Salt Lake City, UT. The organization was established in 2003. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Ls Peery Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Ls Peery Foundation generated $841.2k in total revenue. The organization has seen a slow decline revenue. Over the past 8 years, revenues have fallen by an average of (1.6%) each year. All expenses for the organization totaled $2.1m during the year ending 12/2023. As we would expect to see with falling revenues, expenses have declined by (5.8%) per year over the past 8 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2014, Ls Peery Foundation has awarded 204 individual grants totaling $26,986,734. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2023
Describe the Organization's Program Activity:
Part 3 - Line 4a
NONE
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Leslie Peery Howa Board Chair And Board Member | 35 | $126,000 | |
Scott C Ulbrich Board Member | 35 | $121,000 | |
Charles H Livsey Board Member | 1 | $0 | |
Elizabeth Bernhard Board Member | 5 | $51,000 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Rw Baird | 12/30/22 | $251,815 |
Wasatch Advisors | 12/30/22 | $89,086 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $524,434 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $316,764 |
| Capital Gain Net Income | $316,764 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $841,198 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $298,000 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $103,945 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $891 |
| Printing and publications | $0 |
| Other expenses | $1,654 |
| Total operating and administrative expenses | $740,665 |
| Contributions, gifts, grants paid | $1,326,000 |
| Total expenses and disbursements | $2,066,665 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $91,450 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $24,816,449 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Ls Peery Foundation has awarded $1,326,000 in support to 16 organizations.
| Grant Recipient | Amount |
|---|---|
HEART & SOUL PURPOSE: GENERAL FINANCIAL SUPPORT | $25,000 |
INTERMOUNTAIN THERAPY ANIMALS PURPOSE: GENERAL FINANCIAL SUPPORT | $10,000 |
OGDEN NATURE CENTER PURPOSE: GENERAL FINANCIAL SUPPORT | $200,000 |
THE UTAH NORDIC ALLIANCE PURPOSE: GENERAL FINANCIAL SUPPORT | $26,000 |
UTAH OPEN LANDS PURPOSE: GENERAL FINANCIAL SUPPORT | $100,000 |
UNIVERSITY OF UTAH - DEPT OF ORTHOPAEDICS PURPOSE: GENERAL FINANCIAL SUPPORT | $800,000 |