2024-11-13T10:15:11-06:00 2023-12-31 341878512 CBIZ ADVISORS LLC 19 EAST 200 SOUTH SUITE 1000 SALT LAKE CITY UT 84111 990 2023-01-01 870465806 HEMINGWAY FACULTY TRUST AT WEBER STATE C/O BRAD MORTENSEN HEMI 8474411237 3850 DIXON PKWY DEPT 1001 OGDEN UT 844081001 BETSY MENNELL TRUSTEE 8474411237 2024-11-12 1 0 AARON POND P00748419 8013649300 2023 2024-10-15 13:58:12Z BETSY MENNELL 3850 DIXON PKWY DEPT 1001 OGDEN UT 844081001 186301 0 X N/A X 1988 UT TO SUPPORT PROGRAMS THAT BENEFIT WEBER STATE UNIVERSITY FACULTY. 6 6 0 0 0 0 0 0 0 0 109742 60337 244 216 109986 60553 131222 134439 0 0 0 0 0 0 0 14212 10319 145434 144758 -35448 -84205 1680360 1596009 0 0 1680360 1596009 X SEE SCHEDULE OGRANTS ARE MADE ACCORDING TO THE TRUST AGREEMENT DATED DECEMBER 24, 1988. INCOME AND PRINCIPAL IS DISTRIBUTED AS NEEDED TO WEBER STATE UNIVERSITY ENABLING THE FACULTY TO ENDUCE AN INTEREST IN TENURE AMONG QUALIFIED TEACHING PERSONNEL, TO PROVIDE FOR OR ENHANCE EXISTING PROGRAMS DESIGNED AS INCENTIVES TO NEW OR PRE-EXISTING FACULTY, AND TO INCREASE AND UPGRADE THE GENERAL QUALITY OF AVAILABLE BENEFIT OPTIONS FOR FACULTY MEMBERS. THE TRUSTEES MAINTAIN A RESPONSIVENESS TO WEBER STATE UNVERSITY'S NEEDS AND ACTIVITIES IN THE ATTAINMENT OF ITS MISSION. FOUR OF THE SIX TRUSTEES ARE APPOINTED AND SUBJECT TO REMOVAL BY WEBER STATE UNIVERSITY. 0 0 134439 134439 0 DISTRIBUTION TO WEBER STATE UNIVERSITY FOR THE 2022-2023 SCHOOL YEAR TO BE USED AS DESCRIBED IN THE MISSION STATEMENT. 134439 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 1 1 0 0 0 1 0 1 1 0 0 1 0 0 0 0 0 0 UT X NORTHERN TRUST COMPANY 8474412086 62 GREEN BAY ROAD WINNETKA IL 60093 X JANE HEMINGWAY MASON CO-TRUSTEE 1.00 X 0 0 0 HENRY S HEMINGWAY CO-TRUSTEE 1.00 X 0 0 0 HELEN HEMINGWAY-CARDON CO-TRUSTEE 1.00 X 0 0 0 BRAD MORTENSEN CO-TRUSTEE 1.00 X 0 0 0 NORMAN C TARBOX CO-TRUSTEE 1.00 X 0 0 0 BETSY MENNELL CO-TRUSTEE 1.00 X 0 0 0 RAVI KROVI CO-TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 61678 61678 124407 125748 -1341 -1341 -1341 OTHER INCOME 900001 216 216 216 60553 0 0 60553 134439 134439 990 990 8985 8985 344 344 144758 134439 10319 0 335731 377141 1344629 1218868 1680360 1596009 0 0 X 0 0 0 0 1680360 1596009 1680360 1596009 1680360 1596009 X -84205 -146 X 0 0 0 X X 1 WEBER STATE UNIVERSITY 876000535 2 1 134439 0 1 134439 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 WEBER STATE UNIVERSITY 3850 DIXON PKWY DEPT 1001 OGDEN UT 844081001 876000535 501(C)(3) 134439 0 TO SUPPORT FACULTY PART I, LINE 2: THE PURPOSE OF THE GRANT FUNDS ARE CLEARLY COMMUNICATED TO THE SUPPORTED ORGANIZATION AND THE MEMBERS OF THE BOARD FOLLOW-UP WITH THE SUPPORTED ORGANIZATION TO MAKE SURE THE FUNDS ARE USED FOR THE SPECIFIED PROGRAMS. FORM 990, PART VI, SECTION A, LINE 2 HENRY HEMINGWAY, HELEN HEMINGWAY-CARDON, AND JANE HEMINGWAY MASON ARE SIBLINGS. FORM 990, PART VI, SECTION A, LINE 3 NORTHERN TRUST COMPANY ACTED AS AN AGENT FOR THE TRUSTEES TO MANAGE THE ORGANIZATION'S INVESTMENTS, KEEP THE ORGANIZATIONS BOOKS AND RECORDS, AND MAKE DISTRIBUTIONS TO WEBER STATE UNIVERSITY. FORM 990, PART VI, SECTION A, LINE 7A FOUR OF THE TRUSTEES ARE APPOINTED AND SUBJECT TO REMOVAL BY THE SUPPORTED ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B ALL RETURNS ARE THOROUGHLY PREPARED AND REVIEWED BY AN OUTSIDE ACCOUNTING FIRM. THE GOVERNING BODY IS PROVIDED A COPY OF THE RETURN AND REVIEWS IT BEFORE IT IS FILED. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST BY MAIL OR PHONE AND ARE MAILED WITHIN 2 WEEKS OF THE REQUEST. FORM 990, PART XI, LINE 9: ADJUSTMENT TO RECONCILE -146.