2025-11-17T18:36:05-06:00 2024-12-31 870649892 TAXWISE LLC 11536 S HAGAN RD SANDY UT 840925302 990PF 2024-01-01 463784084 Beverley Taylor Sorenson Foundation BEVE 8014901013 6330 S 3000 E 630 Salt Lake City UT 84121 James L Sorenson President 8014901013 2025-11-17 1 1 PAUL LUDLOW P00203635 8015999877 X 2024 2025-03-06 01:10:19Z X 29456329 X X 547029 714127 769566 5042245 808454 43869 92145 1360464 1614726 0 0 0 721 0 721 30410 0 30410 123951 123951 0 16722 1222 0 9 0 9 171813 125173 31140 1317000 1317000 1488813 125173 1348140 -128349 1489553 82559 36853 36853 438898 448795 448795 1132594 384699 384699 19490810 20966047 20966047 773115 258808 258808 4926139 6399768 7361127 488899 0 0 27333014 28494970 29456329 0 0 X 0 0 0 0 27333014 28494970 27333014 28494970 27333014 28494970 27333014 -128349 1290305 28494970 0 28494970 Publicly traded securities 5041307 4269114 772193 772193 Passthrough K-1 LTCG P 2024-01-01 2024-12-31 35323 35323 Novo Nordisk settlement 2024-08-02 2024-08-02 938 938 938 808454 20705 0 20705 0 20705 29113 0 0 0 29113 X 0 8408 8408 0 0 0 0 0 0 0 0 0 0 0 1 1 UT 1 0 0 0 0 1 N/A James Lee Sorenson 8014901013 6330 S 3000 E Suite 630 Salt Lake City UT 84121 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 James Lee Sorenson 6330 S 3000 E Suite 630 Salt Lake City UT 84121 Director 1.00 0 0 0 Joan Fenton 6330 S 3000 E Suite 630 Salt Lake City UT 84121 Director 1.00 0 0 0 Joseph Sorenson 6330 S 3000 E Suite 630 Salt Lake City UT 84121 Director 1.00 0 0 0 NONE 0 Sepio Capital 2795 E Cottonwood Pkwy STE 600 Salt Lake City UT 84121 Investment management 123951 0 0 23070784 952713 0 24023497 0 0 24023497 360352 23663145 1183157 1183157 20705 20705 1162452 0 1162452 0 1162452 1348140 0 1348140 1162452 1315557 0 0 1348140 1315557 0 0 32583 0 0 0 0 0 0 0 0 1129869 0 0 0 X 4th Street Clinic 409 W 400 S Salt Lake City UT 84105 None PC Vaccinations for underserved populations 50000 American Indian Services 3115 E Lion Ln Suite 320 Cottonwood Heights UT 84121 None PC AIS scholarship program 100000 Ballet West 52 West 200 South Salt Lake City UT 84101 None PC Youth Arts Education and Community Outreach Program 75000 Hale Center Theater 3333 S Decker Lake Dr Salt Lake City UT 84119 None PC Art programing support 30000 Junior Achievement of Utah 515 South 700 East Suite 1F Salt Lake City UT 84102 None PC Whole school funding for JA education 25000 Salt Lake Music School Foundation 182 S 600 E Salt Lake City UT 84102 None PC Music education in Title 1 schools 25000 Spy Hop Productions 699 S West Temple Suite 202 Salt Lake City UT 84101 None PC Arts education and mentoring 50000 The Policy Project 1607 E Yalecrest Ave Salt Lake City UT 84105 None PC Increasing access to period products, students with basic needs, and child safety 50000 United Way of Utah 257 E 200 S 300 Salt Lake City UT 84111 None PC Expanding school readiness programs and direct preschool services 100000 University of Utah 1395 Presidents Circle Salt Lake City UT 84112 None GOV Museum of Fine Arts learning and engagement programs 25000 University of Utah - 1395 Presidents Circle Salt Lake City UT 84112 None GOV Arts learning impact measurement research 200000 University of Utah 1395 Presidents Circle Salt Lake City UT 84112 None GOV Huntsman Mental Health Institute - mental health services 40000 University of Utah 1395 Presidents Circle Salt Lake City UT 84112 None GOV Educational pathways partnership and access to social work 67000 Utah Chamber Artists 11640 Littler Rd Sandy UT 84092 None PC Concert series 115000 Utah Film Center 50 West Broadway Salt Lake City UT 84101 None PC Media arts education program 30000 Utah Food Bank 3150 S 900 W Salt Lake City UT 84119 None PC General support 50000 Utah State Board of Education 250 E 500 S Salt Lake City UT 84114 None GOV Arts learning program; K-6 integrated 175000 Childrens Center of Utah 3725 W 4100 S Suite 250 West Valley UT 84120 None PC Mental health services 50000 Friends of the Children - Utah 5361 S 4220 W Ste B Kearns UT 84118 None PC Mentoring services for underserved youth 15000 St George Music Theater Company 2583 Granite Way St George UT 84790 None PC Construction of performing arts center 25000 Stella H Oaks Charitable Foundation 90 W 500 South 325 Bountiful UT 84010 None PC Scholarships for single-mothers 20000 1317000 0 14 547029 14 43869 18 769566 0 1360464 0 1360464 0 0 0 0 0 0 0 0 0 1 Friends of the Beverley Taylor Sorenson Arts Learning Program 501(c)(4) Beverley Taylor Sorenson Foundation shares common directors with Friends of the Beverley Taylor Sorenson Arts Learning Program Accounting 30410 0 30410 AT&T INC SER B NOTE 14771 14771 AMERICAN TOWER CORP NOTE 9819 9819 AMGEN INC NOTE 14342 14342 ELEVANCE HEALTH INC NOTE 9759 9759 BHP BILLITON FIN USA LTD NOTE 10142 10142 BANK AMERICA CORP MTN 12745 12745 BANK MONTREAL MEDIUM SER H MTN 15216 15216 BLACKROCK INC NOTE 10024 10024 CVS HEALTH CORP NOTE 9804 9804 CANADIAN IMPERIAL BK COMM NOTE 15139 15139 CITIGROUP INC NOTE 9787 9787 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