CROCKER CATALYST FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CROCKER CATALYST FOUNDATION (EIN 84-4051295)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-14
- IRS object ID
- 202412889349100311
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Distribution From Corpus Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-14T11:44:51-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 TRIAD CENTER STE 600 | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 841801106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 844051295 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROCKER CATALYST FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | FKA THE ONEIRIC FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CROC | BusinessNameControlTxt |
| Phone | 8017028593 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2825 E COTTONWOOD PKWY STE 300 | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84121 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARY CROCKER | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 8017028593 | PhoneNum |
| Signature | 2024-10-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHETT CAMPBELL CPA | PreparerPersonNm |
| PTIN | P01301037 | PTIN |
| Phone | 8015322200 | PhoneNum |
| Preparation | 2024-10-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,865,411 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,800,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $33,917 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $33,917 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,337 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,337 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,337 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,838,254 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $38,254 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $366,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $48,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $318,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $6,660 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $6,660 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $42,126 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $40,112 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,629 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,629 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $10 | TaxesDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $659 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $659 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,526 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,526 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $422,610 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $49,629 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $370,967 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,040,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,560,170 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,463,110 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $49,629 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,931,137 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,375,144 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $13,439 | CashBOYAmt |
| Cash EOY | $40,875 | CashEOYAmt |
| Cash EOYFMV | $40,875 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,621 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $15,362 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $15,362 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $431,814 | CorporateStockBOYAmt |
| Corporate Stock EOY | $967,714 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $967,714 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $90,488 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $266,485 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $266,485 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $374,978 | OtherAssetsBOYAmt |
| Other Assets EOY | $574,975 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $574,975 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $916,340 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,865,411 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,865,411 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,278 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $4,292 | AccountsPayableEOYAmt |
| Grants Payable BOY | $10,616,270 | GrantsPayableBOYAmt |
| Grants Payable EOY | $8,096,600 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $10,618,548 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,100,892 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | -$9,702,208 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | -$6,235,481 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | -$9,702,208 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | -$6,235,481 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $916,340 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,865,411 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | -$9,702,208 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,375,144 | ExcessRevenueOverExpensesAmt |
| Other Increases | $91,583 | OtherIncreasesAmt |
| Subtotal | -$6,235,481 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | -$6,235,481 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | FIDELITY SALES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $4,337 | GrossSalesPriceAmt |
| Gain Or Loss | $4,337 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $4,337 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,337 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | UT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GARY L CROCKER | IndividualWithBooksNm |
| Phone | 8017028593 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2825 E COTTONWOOD PKY STE 330 | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84121 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ANN CROCKER | ||||||||
| 2825 E COTTONWOOD PKY STE 330 | SALT LAKE CITY | UT | 84121 | DIRECTOR | 10.00 | $40,000 | $0 | $0 |
| ASHLEY GINGRAS | ||||||||
| 2825 E COTTONWOOD PKY STE 330 | SALT LAKE CITY | UT | 84121 | DIRECTOR | 5.00 | $27,000 | $0 | $0 |
| CHAD POULTER | ||||||||
| 2825 E COTTONWOOD PKY STE 330 | SALT LAKE CITY | UT | 84121 | DIRECTOR | 5.00 | $29,000 | $0 | $0 |
| CHARISSE POULTER | ||||||||
| 2825 E COTTONWOOD PKY STE 330 | SALT LAKE CITY | UT | 84121 | DIRECTOR | 5.00 | $27,000 | $0 | $0 |
| DEREK CROCKER | ||||||||
| 2825 E COTTONWOOD PKY STE 330 | SALT LAKE CITY | UT | 84121 | DIRECTOR | 5.00 | $27,000 | $0 | $0 |
| GARY CROCKER | ||||||||
| 2825 E COTTONWOOD PKY STE 330 | SALT LAKE CITY | UT | 84121 | DIRECTOR | 5.00 | $20,000 | $0 | $0 |
| JARED CROCKER | ||||||||
| 2825 E COTTONWOOD PKY STE 330 | SALT LAKE CITY | UT | 84121 | DIRECTOR | 5.00 | $27,000 | $0 | $0 |
| JONATHAN CROCKER | ||||||||
| 2825 E COTTONWOOD PKY STE 330 | SALT LAKE CITY | UT | 84121 | DIRECTOR | 5.00 | $29,000 | $0 | $0 |
| JULIE PASSEY | ||||||||
| 2825 E COTTONWOOD PKY STE 330 | SALT LAKE CITY | UT | 84121 | DIRECTOR | 5.00 | $27,500 | $0 | $0 |
| NATASHA CROCKER | ||||||||
| 2825 E COTTONWOOD PKY STE 330 | SALT LAKE CITY | UT | 84121 | DIRECTOR | 5.00 | $27,000 | $0 | $0 |
| PACIFIC GINGRAS | ||||||||
| 2825 E COTTONWOOD PKY STE 330 | SALT LAKE CITY | UT | 84121 | DIRECTOR | 5.00 | $29,000 | $0 | $0 |
| SPENCER CROCKER | ||||||||
| 2825 E COTTONWOOD PKY STE 330 | SALT LAKE CITY | UT | 84121 | DIRECTOR | 5.00 | $29,000 | $0 | $0 |
| KEVIN PASSEY | ||||||||
| 2825 E COTTONWOOD PKY STE 330 | SALT LAKE CITY | UT | 84121 | DIRECTOR | 5.00 | $27,500 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,564,676 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $286,011 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,850,687 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,850,687 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,760 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,822,927 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $91,146 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $91,146 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $91,146 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $91,146 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $91,146 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,931,137 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,931,137 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $91,146 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $1,544,759 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,544,759 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,931,137 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $4,931,137 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $91,146 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $91,146 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,384,750 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $4,931,137 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,453,613 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $1,453,613 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 808 CLEANUPS | |||||||
| 2569 IPULEI WAY | HONOLULU | HI | 96816 | NONE | PC | GENERAL SUPPORT | $5,000 |
| AMERICAN HERITAGE SCHOOLS INC | |||||||
| 736 N 1100 E | AMERICAN FORK | UT | 84003 | NONE | PC | GENERAL SUPPORT | $330,000 |
| BUILDERS OF HOPE | |||||||
| 2361 N NECTAR WAY | SARATOGA SPRINGS | UT | 84045 | NONE | PC | GENERAL SUPPORT | $26,000 |
| BYU - CROCKER FELLOWSHIP | |||||||
| 1450 N UNIVERSITY AVENUE | PROVO | UT | 84663 | NONE | PC | GENERAL SUPPORT | $125,000 |
| BYU - MANAGEMENT SOCIETY | |||||||
| 1450 N UNIVERSITY AVENUE | PROVO | UT | 84604 | NONE | PC | GENERAL SUPPORT | $5,500 |
| BYU - MARRIOTT SCHOOL OF BUSINESS | |||||||
| 1450 N UNIVERSITY AVENUE | PROVO | UT | 84604 | NONE | PC | GENERAL SUPPORT | $100,000 |
| CAPITOL HILL ACADEMY | |||||||
| 503 N 400 W | SALT LAKE CITY | UT | 84103 | NONE | PC | GENERAL SUPPORT | $25,000 |
| CITIZENS COMMITTEE TO SAVE OUR CANYONS | |||||||
| 3690 E FORT UNION BLVD SUITE 101 | COTTONWOOD HEIGHTS | UT | 84121 | NONE | PC | GENERAL SUPPORT | $5,000 |
| COME FOLLOW ME FOUNDATION | |||||||
| 5494 S HOLLADAY BLVD | HOLLADAY | UT | 84117 | NONE | PC | GENERAL SUPPORT | $50,000 |
| FAMILY COUNSELING SERVICES OF NORTHERN UT | |||||||
| 3518 WASHINGTON BLVD | OGDEN | UT | 84403 | NONE | PC | GENERAL SUPPORT | $5,000 |
| FPC PRESERVATION FOUNDATION INC | |||||||
| 12 C STREET | SALT LAKE CITY | UT | 84103 | NONE | PC | GENERAL SUPPORT | $15,000 |
| FRIENDS OF SL CO CHILDRENS JUSTICE CENTER | |||||||
| PO BOX 1871 | DRAPER | UT | 84020 | NONE | PC | GENERAL SUPPORT | $55,000 |
| FRIENDS OF UTAH AVALANCHE FORECAST CENTER | |||||||
| 2835 E 3300 S 3RD FLOOR | SALT LAKE CITY | UT | 84109 | NONE | PC | GENERAL SUPPORT | $5,000 |
| GARY AND JEANETTE HERBERT FOUNDATION | |||||||
| 5842 FONTAINE BLEU CIR | SALT LAKE CITY | UT | 84121 | NONE | PC | GENERAL SUPPORT | $250,000 |
| GLENN CANYON INSTITUTE | |||||||
| 3090 E 300 S 400 | SALT LAKE CITY | UT | 84109 | NONE | PC | GENERAL SUPPORT | $10,000 |
| IRIS GLOBAL | |||||||
| PO BOX 493995 | REDDING | CA | 96049 | NONE | PC | GENERAL SUPPORT | $20,000 |
| KISMET ROCK FOUNDATION | |||||||
| PO BOX 1744 | NORTH CONWAY | NH | 03860 | NONE | PC | GENERAL SUPPORT | $30,000 |
| MAUI FOOD BANK INC | |||||||
| 760 KOLU ST | WAILUKU | HI | 96793 | NONE | PC | GENERAL SUPPORT | $120,000 |
| MICHAEL J FOX FOUNDATION | |||||||
| 111 W 33RD ST 10TH FLOOR | NEW YORK | NY | 10120 | NONE | PC | GENERAL SUPPORT | $50,000 |
| NORTHEAST OHIO MEDICAL UNIVERSITY FOUNDATION | |||||||
| PO BOX 95 | ROOTSTOWN | OH | 44272 | NONE | PC | GENERAL SUPPORT | $367,670 |
| ODYSSEY HOUSE INC UTAH | |||||||
| 344 EAST 100 SOUTH SUITE 301 | SALT LAKE CITY | UT | 84111 | NONE | PC | GENERAL SUPPORT | $10,000 |
| ORPHANAGE SUPPORT SERVICES ORGANIZATION | |||||||
| 5513 W 11000 N SUITE 215 | HIGHLAND | UT | 84003 | NONE | PC | GENERAL SUPPORT | $74,000 |
| PRAGER UNIVERSITY FOUNDATION | |||||||
| 15021 VENTURA BLVD 552 | SHERMAN OAKS | CA | 91402 | NONE | PC | GENERAL SUPPORT | $900,000 |
| SANPETE PANTRY | |||||||
| 1080 BLACKHAWK BLVD | MT PLEASANT | UT | 84647 | NONE | PC | GENERAL SUPPORT | $5,000 |
| SCHOOL OF LEADERSHIP - AFGHANISTAN INC | |||||||
| 470 ATLANTIC AVE 4TH FLOOR | BOSTON | MA | 02210 | NONE | PC | GENERAL SUPPORT | $250,000 |
| SEEKHAVEN INC | |||||||
| 81 N 300 E | MOAB | UT | 84532 | NONE | PC | GENERAL SUPPORT | $3,000 |
| SEVEN CANYONS TRUST | |||||||
| 122 J STREET | SALT LAKE CITY | UT | 84103 | NONE | PC | GENERAL SUPPORT | $5,000 |
| SOUTHERN UTAH UNIVERSITY | |||||||
| 351 W CENTER ST | CEDAR CITY | UT | 84720 | NONE | PC | GENERAL SUPPORT | $125,000 |
| TEMPLE BETH EL | |||||||
| 67 US HIGHWAY 206 | HILLSBOROUGH | NJ | 08844 | NONE | PC | GENERAL SUPPORT | $10,000 |
| THE INN BETWEEN | |||||||
| 1216 E 1300 SOTUH | SALT LAKE CITY | UT | 84105 | NONE | PC | GENERAL SUPPORT | $15,000 |
| U OF U - COLLEGE OF FINE ARTS | |||||||
| 201 PRESIDENTS CIRCLE | SALT LAKE CITY | UT | 84112 | NONE | PC | GENERAL SUPPORT | $25,000 |
| U OF U - COLLEGE OF SCIENCE | |||||||
| 201 PRESIDENTS CIRCLE | SALT LAKE CITY | UT | 84112 | NONE | PC | GENERAL SUPPORT | $1,002,000 |
| U OF U - MORAN EYE CENTER | |||||||
| 201 PRESIDENTS CIRCLE | SALT LAKE CITY | UT | 84112 | NONE | PC | GENERAL SUPPORT | $50,000 |
| UTAH PERMACULTURE INITIATIVE | |||||||
| PO BOX 190 | SPRING CITY | UT | 84662 | NONE | PC | GENERAL SUPPORT | $380,000 |
| UTAH YOUTH VILLAGE | |||||||
| 5800 S HIGHLAND DR | HOLLADAY | UT | 84121 | NONE | PC | GENERAL SUPPORT | $75,000 |
| WASATCH HOMELESS HEALTH CARE INC | |||||||
| 409 W 400 S | SALT LAKE CITY | UT | 84101 | NONE | PC | GENERAL SUPPORT | $32,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,560,170 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MULTI YEAR GRANTS | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2825 E COTTONWOOD PKWY | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84121 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $8,096,600 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $8,096,600 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $33,917 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,337 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $38,254 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $38,254 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SORENSON LEGACY FOUNDATION | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6900 SOUTH 900 EAST STE 230 | AddressLine1Txt |
| City | MIDVALE | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84047 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,800,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL SERVICES | CategoryTxt |
| Amt | $42,126 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $40,112 | DisbursementsCharitablePrpsAmt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO TREASURY REGULATION SECTION 53.4942(A)-3(D)(2), THE CROCKER CATALYST FOUNDATION HEREBY ELECTS TO TREAT 4,931,137 AS A CURRENT DISTRIBUTION OUT OF CORPUS. | ElectionDesc |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DOUBLELINE TOTAL RETURN BOND FD CL I | $114,151 | $114,151 |
| METROPOLITAN WEST TOTAL RETURN CLASS I | $113,652 | $113,652 |
| PIMCO TRENDS MANAGED FUTURES STRGY INSTL | $38,682 | $38,682 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD INDEX FUNDS S&P 500 ETF USD | $69,014 | $69,014 |
| VANGUARD MID-CAP VALUE INDEX FUND | $56,119 | $56,119 |
| VANGUARD SMALL CAP VALUE ETF | $51,651 | $51,651 |
| VANGUARD SHORT-TERM INFLATION-PROTECTED | $15,102 | $15,102 |
| VANGUARD REAL ESTATE ETF | $20,765 | $20,765 |
| INVESCO DEVELOPING MARKETS Y | $40,716 | $40,716 |
| AMERICAN BEACON THE LONDON CO INC | $90,579 | $90,579 |
| EATON VANCE ATLANTA CAP SMID CAP FD I | $62,793 | $62,793 |
| ABR 75/25 VOLATILITY FUND INSTL | $46,332 | $46,332 |
| GMO EMERGING MARKETS FUND I | $49,508 | $49,508 |
| GOLDMAN SACHS GQG PARTNERS INTL OPP I | $91,726 | $91,726 |
| JOHCM INTERNATIONAL SELECT INSTL | $77,486 | $77,486 |
| LOOMIS SAYLES GROWTH CL Y | $50,975 | $50,975 |
| ALPHASIMPLEX MANAGED FUTURE STRAT CL Y | $37,393 | $37,393 |
| EA SERIES TRUST BUSHIDO CAP U S(SMRI) | $112,951 | $112,951 |
| LOCORR LONG/SHORT COMMODITIES STRGY I | $24,541 | $24,541 |
| INVESCO EXCHANGE TRADED FD TR S&P 500 | $70,063 | $70,063 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $6,660 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,660 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| TELLBIO INVESTMENT | $199,985 | $399,982 | $399,982 |
| AKAGERA INVESTMENT | $174,993 | $174,993 | $174,993 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| IT/IS | $1,987 | $0 | $1,987 |
| INSURANCE | $2,576 | $0 | $2,576 |
| SUPPLIES | $182 | $0 | $182 |
| OUTSIDE SERVICES | $82 | $0 | $82 |
| POSTAGE | $380 | $0 | $380 |
| BANK FEES | $319 | $0 | $319 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $91,583 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISOR FEES | CategoryTxt |
| Amt | $1,629 | Amt |
| Net Investment Income | $1,629 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES & LICENSES | CategoryTxt |
| Amt | $10 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10 | DisbursementsCharitablePrpsAmt |
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