CALL FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CALL FOUNDATION (EIN 20-8389909)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202403209349108290
- 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
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T19:20:37-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1015 2ND AVE SUITE 500 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98104 | 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 | 208389909 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CALL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CALL | BusinessNameControlTxt |
| Phone | 8013641442 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 185 SOUTH STATE STREET SUITE 1200 | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84111 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WHITNEY CALL | PersonNm |
| Person Title | CHAIR | PersonTitleTxt |
| Phone | 8013641442 | PhoneNum |
| Signature | 2024-11-14 | 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 | REBEKAH STANLEY | PreparerPersonNm |
| PTIN | P01696711 | PTIN |
| Phone | 2067167000 | PhoneNum |
| 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 | $74,633,404 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $10,836,964 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $908,040 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,405,055 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $340,042 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,894,131 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $306,027 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $12,085,046 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,711,082 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $255,631 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $160,813 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $94,818 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $40,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $21,160 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $19,911 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $619 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $18,524 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $315,542 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $182,592 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $113,342 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,511,343 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,511,343 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,826,885 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $182,592 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,624,685 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,258,161 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,528,490 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $258,703 | CashBOYAmt |
| Cash EOY | $13,279 | CashEOYAmt |
| Cash EOYFMV | $13,279 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $2,698,591 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,698,591 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $57,182,399 | CorporateStockBOYAmt |
| Corporate Stock EOY | $71,921,534 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $71,921,534 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $57,441,102 | TotalAssetsBOYAmt |
| Total Assets EOY | $74,633,404 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $74,633,404 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $57,441,102 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $74,633,404 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $57,441,102 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $74,633,404 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $57,441,102 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $74,633,404 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $57,441,102 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,258,161 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,934,141 | OtherIncreasesAmt |
| Subtotal | $74,633,404 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $74,633,404 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $8,611,147 | $0 | $8,588,104 | $23,043 | $23,043 | |
| CAPITAL GAINS DIVIDENDS | $282,984 | $282,984 | $282,984 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $306,027 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $21,246 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $21,246 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $21,246 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $75,450 | 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 | $75,450 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $54,204 | OverpaymentAmt |
| Applied To ES Tax | $54,204 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
| 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 | THE CALL FOUNDATION | IndividualWithBooksNm |
| Phone | 8013641442 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 185 SOUTH STATE STREET SUITE 1300 | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84111 | 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 | Yes (1) | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| WHITNEY CALL | ||||||||
| 185 SOUTH STATE STREET SUITE 1300 | SALT LAKE CITY | UT | 84111 | CHAIR/PRESIDENT | 1.00 | $2,322 | $0 | $0 |
| DREW MAGGELET | ||||||||
| 185 SOUTH STATE STREET SUITE 1300 | SALT LAKE CITY | UT | 84111 | VICE CHAIR | 8.00 | $0 | $0 | $0 |
| LAUREN CALL | ||||||||
| 185 SOUTH STATE STREET SUITE 1300 | SALT LAKE CITY | UT | 84111 | TREASURER | 1.00 | $0 | $0 | $0 |
| CRYSTAL CALL MAGGELET | ||||||||
| 185 SOUTH STATE STREET SUITE 1300 | SALT LAKE CITY | UT | 84111 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KATHLEEN TOBEY | ||||||||
| 185 SOUTH STATE STREET SUITE 1300 | SALT LAKE CITY | UT | 84111 | EXECUTIVE DIRECTOR | 8.00 | $37,536 | $0 | $0 |
| MONET MAGGELET | ||||||||
| 185 SOUTH STATE STREET SUITE 1300 | SALT LAKE CITY | UT | 84111 | SECRETARY | 8.00 | $18,100 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAELA PRATT DIR STR PSHIPS AND C | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 185 SOUTH STATE STREET SUITE 1300 | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | DIR. STR. PSHIPS AND | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 30.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $119,277 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| KIMBERLY HALL | |||||
| 1204 SOUTH MCCLELLAND STREET | SALT LAKE CITY | UT | 84105 | SCHOLARSHIP PROGRAM CONSULTING | $60,037 |
| FJ SERVICES | |||||
| 185 STATE ST STE 1300 | SALT LAKE CITY | UT | 84111 | NET PROF. SERVICES - SEE STMT | $31,135 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $64,562,381 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,474,050 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $68,036,431 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $68,036,431 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,020,546 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $67,015,885 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,350,794 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,350,794 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,246 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $21,246 | TotalTaxAmt |
| Distributable Before Adj | $3,329,548 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,329,548 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,329,548 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,624,685 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,624,685 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,329,548 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $220,744 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $224,036 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $622,207 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,066,987 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,624,685 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,329,548 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $295,137 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,362,124 | 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 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,362,124 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $220,744 | ExcessFromYear4Amt |
| Excess From Year2 | $224,036 | ExcessFromYear2Amt |
| Excess From Year1 | $622,207 | ExcessFromYear1Amt |
| Excess From Current Year | $295,137 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CRYSTAL CALL MAGGELET | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (83 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION | |||||||
| 12894 S PONY EXPRESS ROAD | DRAPER | UT | 84020 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $5,000 | |
| ALZHEIMER'S ASSOCIATION | |||||||
| 12894 S PONY EXPRESS ROAD | DRAPER | UT | 84020 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $1,500 | |
| AMERICAN TRAILS | |||||||
| PO BOX 491797 | REDDING | CA | 96049 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $10,000 | |
| ARISE INTERNATIONAL | |||||||
| 3135 N 1800 E | LOGAN | UT | 84341 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $2,500 | |
| ARISE INTERNATIONAL | |||||||
| 3135 N 1800 E | LOGAN | UT | 84341 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $7,500 | |
| BEAR LAKE WATCH | |||||||
| PO BOX 205 | ST CHARLES | ID | 83272 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $5,000 | |
| BOUNTIFUL COMMUNITY FOOD PANTRY | |||||||
| 480 E 150 N | BOUNTIFUL | UT | 84010 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $6,000 | |
| BOYS & GIRLS CLUBS OF CENTRAL IOWA | |||||||
| 1421 WALKER ST | DES MOINES | IA | 50316 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $10,000 | |
| BOYS & GIRLS CLUBS OF GREATER SL | |||||||
| 244 E MYRTLE AVE | MURRAY | UT | 84157 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $2,500 | |
| BOYS & GIRLS CLUBS OF GREATER SL | |||||||
| 244 E MYRTLE AVE | MURRAY | UT | 84157 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $175,000 | |
| BOYS & GIRLS CLUBS OF GREATER SL | |||||||
| 244 E MYRTLE AVE | MURRAY | UT | 84157 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $15,000 | |
| BOYS & GIRLS CLUBS OF GREATER SL | |||||||
| 244 E MYRTLE AVE | MURRAY | UT | 84157 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $10,000 | |
| CHILDREN'S MIRACLE NETWORK HOSPITALS | |||||||
| 205 W 700 SO | SALT LAKE CITY | UT | 84101 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $915 | |
| CITY OF NORTH SALT LAKE C | |||||||
| 10 E CENTER STREET | NORTH SALT LAKE | UT | 84054 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $40,000 | |
| COMMUNITY PARTNERSHIP FOR CHILD DEVELOPMENT | |||||||
| 2330 ROBINSON STREET | COLORADO SPRINGS | CO | 80904 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $5,000 | |
| CROSSROADS URBAN CENTER | |||||||
| 347 SO 400 E | SALT LAKE CITY | UT | 84111 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $50,000 | |
| DAVIS EDUCATION FOUNDATION | |||||||
| 45 E STATE ST | FARMINGTON | UT | 84025 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $10,000 | |
| DAVIS EDUCATION FOUNDATION | |||||||
| 45 E STATE ST | FARMINGTON | UT | 84025 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $500 | |
| DAVIS EDUCATION FOUNDATION | |||||||
| 45 E STATE ST | FARMINGTON | UT | 84025 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $100,000 | |
| DAVIS EDUCATION FOUNDATION | |||||||
| 45 E STATE ST | FARMINGTON | UT | 84025 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $5,000 | |
| DAVIS EDUCATION FOUNDATION | |||||||
| 45 E STATE ST | FARMINGTON | UT | 84025 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $2,500 | |
| DMPS FOUNDATION | |||||||
| 2100 FLEUR DRIVE ANNEX | DES MOINES | IA | 50321 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $50,000 | |
| ENGLISH SKILLS LEARNING CENTER | |||||||
| 175 NO 600 W | SALT LAKE CITY | UT | 841163434 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $50,000 | |
| FEEDING AMERICA | |||||||
| 35 E WACKER DR | CHICAGO | IL | 606012314 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $250,000 | |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUN | |||||||
| C/O MCKAY FAMILY GIVING FUND | CINCINNATI | OH | 45277 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $50,000 | ACCT1236685 |
| FRIENDS OF ARCHES AND CANYONLANDS PARKS | |||||||
| PO BOX 1680 | MOAB | UT | 845321680 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $12,000 | |
| FRIENDS OF THE CHILDREN-UTAH | |||||||
| 5361 SO 4220 W | KEARNS | UT | 84118 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $25,000 | |
| FRIENDS OF THE CHILDREN-UTAH | |||||||
| 5361 SO 4220 W | KEARNS | UT | 84118 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $100,000 | |
| GIRL SCOUTS-UTAH | |||||||
| 445 E 4500 SO | SALT LAKE CITY | UT | 84107 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $124,928 | |
| GIRLS ON THE RUN UTAH | |||||||
| PO BOX 58337 | SALT LAKE CITY | UT | 84158 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $10,000 | |
| HABITAT FOR HUMANITY SALT LAKE VALLEY | |||||||
| 1276 SO 500 W | SALT LAKE CITY | UT | 84101 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $160,000 | |
| HEAL AND BE HEALTHY NONPROFIT | |||||||
| 2122 W 1800 NO | CLINTON | UT | 84015 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $1,000 | |
| IN STRIDE SCHOLARSHIP FOUNDATION | |||||||
| 228 W 600 NO | SALT LAKE CITY | UT | 84103 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $500 | |
| JORDAN RIVER FOUNDATION | |||||||
| 872 WOODRUFF WAY | SALT LAKE CITY | UT | 841081460 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $10,000 | |
| KEEP SIDNEY BEAUTIFUL | |||||||
| 740 ILLINOIS ST | SIDNEY | NE | 69162 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $5,000 | |
| MAGNA FACT INC | |||||||
| 9113 W MAGNA MAIN ST | MAGNA | UT | 84044 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $10,000 | |
| NATIONAL PARK FOUNDATION | |||||||
| ATTNGIFT PROCESSING | BALTIMORE | MD | 21298 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $250,000 | |
| OGDEN RESCUE MISSION | |||||||
| PO BOX 625 | OGDEN | UT | 84402 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $3,000 | |
| OGDEN-WEBER TECHNICAL COLLEGE FOUNDATION | |||||||
| 200 NO WASHINGTON BLVD | OGDEN | UT | 84404 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $10,000 | |
| OPEN COLLECTIVE FOUNDATION | |||||||
| 440 NO BARRANCA AVE 3717 | COVINA | CA | 91723 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $20,000 | |
| SALT LAKE COMMUNTIY COLLEGE FOUNDATION | |||||||
| PO BOX 30808 | SALT LAKE CITY | UT | 841300808 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $39,000 | |
| SALT LAKE COMMUNTIY COLLEGE FOUNDATION | |||||||
| PO BOX 30808 | SALT LAKE CITY | UT | 841300808 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $4,500 | |
| SANDAL BLUE FOUNDATION | |||||||
| 343 CHOKECHERRY CIRCLE | RICHMOND | UT | 84333 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $3,000 | |
| SECOND HARVEST NORTHERN LAKES FOOD BANK | |||||||
| 4503 AIRPARK BOULEVARD | DULUTH | MN | 55811 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $500 | |
| SNOW COLLEGE FOUNDATION | |||||||
| COLLEGE AVE E | EPHRAIM | UT | 84627 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $45,500 | |
| SOUTHERN UTAH UNIVERSITY | |||||||
| ACCOUNTS PAYABLE | CEDAR CITY | UT | 84720 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $45,967 | |
| SOUTHERN UTAH UNIVERSITY | |||||||
| ACCOUNTS PAYABLE | CEDAR CITY | UT | 84720 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $6,084 | |
| SOUTHERN UTAH UNIVERSITY | |||||||
| ACCOUNTS PAYABLE | CEDAR CITY | UT | 84720 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $10,000 | |
| SOUTHERN UTAH UNIVERSITY | |||||||
| ACCOUNTS PAYABLE | CEDAR CITY | UT | 84720 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $60,197 | |
| SOUTHERN UTAH UNIVERSITY | |||||||
| ACCOUNTS PAYABLE | CEDAR CITY | UT | 84720 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $10,000 | |
| SPECIAL OLYMPICS | |||||||
| 2600 VIRGINIA AVE NW | WASHINGTON | DC | 20037 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $140,000 | |
| SUCCESS IN EDUCATION | |||||||
| 111 E BROADWAY | SALT LAKE CITY | UT | 84111 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $25,000 | |
| THE CHILDREN'S CENTER UTAH | |||||||
| 3725 WEST 4100 SOUTH | WEST VALLEY CITY | UT | 84120 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $100,000 | |
| THE CHILDREN'S CENTER UTAH | |||||||
| 3725 WEST 4100 SOUTH | WEST VALLEY CITY | UT | 84120 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $2,200 | |
| THE SALT LAKE TRIBUNE | |||||||
| 90 SO 400 W | SALT LAKE CITY | UT | 84101 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $66,950 | |
| UINTAH BASIN TECHNICAL COLLEGE FOUNDATION | |||||||
| 1100 E LAGOON ST | ROOSEVELT | UT | 84066 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $10,000 | |
| UINTAH BASIN TECHNICAL COLLEGE FOUNDATION | |||||||
| 1100 E LAGOON ST | ROOSEVELT | UT | 84066 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $16,800 | |
| UNITED WAY OF CENTRAL IOWA | |||||||
| 1111 9TH ST | DES MOINES | IA | 50314 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $100,000 | |
| UNIVERSITY OF UTAH | |||||||
| 332 SO 1400 E | SALT LAKE CITY | UT | 84112 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $2,457 | |
| UNIVERSITY OF UTAH | |||||||
| 332 SO 1400 E | SALT LAKE CITY | UT | 84112 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $3,500 | |
| UNIVERSITY OF UTAH | |||||||
| 332 SO 1400 E | SALT LAKE CITY | UT | 84112 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $15,500 | |
| UNIVERSITY OF UTAH | |||||||
| 332 SO 1400 E | SALT LAKE CITY | UT | 84112 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $2,000 | |
| UNIVERSITY OF UTAH | |||||||
| 332 SO 1400 E | SALT LAKE CITY | UT | 84112 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $154,683 | |
| UNIVERSITY OF UTAH | |||||||
| 332 SO 1400 E | SALT LAKE CITY | UT | 84112 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $3,000 | |
| UTAH CLEAN AIR PARTNERSHIP INC | |||||||
| 195 N 1950 W UCAIR | SALT LAKE CITY | UT | 84116 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $50,000 | |
| UTAH CLEAN AIR PARTNERSHIP INC | |||||||
| 195 N 1950 W UCAIR | SALT LAKE CITY | UT | 84116 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $50,000 | |
| UTAH COMMUNITY ACTION PROGRAM | |||||||
| 1307 SO 900 W | SALT LAKE CITY | UT | 84104 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $160,000 | |
| UTAH HIGH SCHOOL CYCLING LEAGUE | |||||||
| 758 SO AUTO MALL DR | AMERICAN FORK | UT | 84003 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $25,000 | |
| UTAH OFFICE OF ENERGY DEVELOPMENT | |||||||
| 60 E SOUTH TEMPLE | SALT LAKE CITY | UT | 84111 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $12,500 | |
| UTAH STATE UNIVERSITY | |||||||
| 3550 OLD MAIN HILL | LOGAN | UT | 843223550 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $63,840 | |
| UTAH STATE UNIVERSITY | |||||||
| 3550 OLD MAIN HILL | LOGAN | UT | 843223550 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $50,000 | |
| UTAH TECH UNIVERSITY | |||||||
| 222 SO UNIVERSITY AVE | ST GEORGE | UT | 84770 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $54,000 | |
| UTAH VALLEY UNIVERSITY FOUNDATION | |||||||
| 800 W UNIVERSITY PARKWAY | OREM | UT | 840586703 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $55,700 | |
| UTAH'S FIRST LADY FOUNDATION | |||||||
| 4492 NO CREST RIDGE ROAD | LEHI | UT | 84043 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $50,000 | |
| UTAH'S PROMISE | |||||||
| 257 E 200 SO STE 300 | SALT LAKE CITY | UT | 84111 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $150,000 | |
| VOICES FOR UTAH CHILDREN | |||||||
| 747 E SOUTH TEMPLE | SALT LAKE CITY | UT | 84102 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $25,000 | |
| WADMAN FOUNDATION | |||||||
| 2920 SO 925 W | OGDEN | UT | 84401 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $5,000 | |
| WASATCH COMMUNITY GARDENS | |||||||
| 629 E 800 SO | SALT LAKE CITY | UT | 84102 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $1,000 | |
| WEBER STATE UNIVERSITY | |||||||
| 1265 VILLAGE DR | OGDEN | UT | 84408 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $50,772 | |
| WGU CORPORATION | |||||||
| DEPT 372 | SALT LAKE CITY | UT | 84130 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $3,500 | |
| WGU CORPORATION | |||||||
| DEPT 372 | SALT LAKE CITY | UT | 84130 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $35,000 | |
| YWCA UTAH | |||||||
| 322 E 300 SO | SALT LAKE CITY | UT | 84111 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $3,500 | |
| YWCA UTAH | |||||||
| 322 E 300 SO | SALT LAKE CITY | UT | 84111 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $194,350 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,511,343 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $908,040 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $340,042 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,248,082 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,248,082 | 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 | FJ MANAGEMENT | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 185 SOUTH STATE STREET | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,836,964 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICALY TRADED STOCK: SHARES 6,902,505 | NoncashPropertyDesc |
| Fair Market Value | $10,836,964 | FairMarketValueAmt |
| Received | 2023-04-01 | ReceivedDt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| PART VII, LINE 3 DETAIL | NAME: FJ SERVICESADDRESS: 185 STATE ST., STE. 1300, SALT LAKE CITY, UT 84111TYPE OF SERVICE: PROFESSIONAL PERSONAL SERVICESTOTAL COMPENSATION PAID: $188,128NAME: FJ SERVICESADDRESS: 185 STATE ST., STE. 1300, SALT LAKE CITY, UT 84111TYPE OF SERVICE: COMPENSATION REPORTED ON PART VII, LINE 1COMPENSATION: $156,813NAME: FJ SERVICESADDRESS: 185 STATE ST., STE. 1300, SALT LAKE CITY, UT 84111TYPE OF SERVICE: COMPENSATION REPORTED ON PART VII, LINE 3COMPENSATION: $31,315 |
| FORM 990-PF, PART VII, LINE 1 | CALL FOUNDATION DOES NOT PAY FEES TO DIRECTORS. COMPENSATION PAID IS RELATED TO SERVICES FOR PROGRAM-RELATED WORK. |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES MSCI EAFE ETF | $5,077,854 | $5,077,854 |
| ISHARES RUSSELL 2000 ETF | $2,834,090 | $2,834,090 |
| ISHARES INC CORE MSCI EMERGINT MKTS | $1,542,980 | $1,542,980 |
| VANGUARD WHITEHALL FDS HIGH DIV YLG | $6,662,507 | $6,662,507 |
| VANGURD INDEX FUNDS S&P 500 ETF USD | $15,896,851 | $15,896,851 |
| VANGUARD INSTL INDEX INSTL CLASS | $15,511,770 | $15,511,770 |
| VANGUARD MID CAP INDEX FUND CL I | $14,233,801 | $14,233,801 |
| VANGUARD DIVIDEND GROWTH INVESTOR CL | $9,217,865 | $9,217,865 |
| ISHARES CORE US AGGREGATE BOND ETF | $943,816 | $943,816 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $406 | $41 | $365 |
| DUES AND SUBSCRIPTIONS | $4,000 | $0 | $4,000 |
| LICENSE/FEES/PERMITS | $1,000 | $500 | $500 |
| TRAVEL-LODGING | $2,391 | $0 | $2,391 |
| TRAVEL-MEALS | $515 | $0 | $258 |
| INSURANCE | $9,001 | $0 | $9,001 |
| INTEREST EXPENSE | $78 | $78 | $0 |
| MEALS AND ENTERTAINMENT | $1,023 | $0 | $512 |
| MISCELLANEOUS EXPENSE | $20 | $0 | $20 |
| TRAINING AND SEMINARS | $640 | $0 | $640 |
| EVENTS | $837 | $0 | $837 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON MARKETABLE SECURITIES | Desc |
| Amt | $8,934,141 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $255,631 | Amt |
| Net Investment Income | $160,813 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $94,818 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAX EXPENSE | $40,000 | $0 | $0 |
| FOREIGN TAXES PAID | $0 | $21,160 | $0 |
Comments