CALL FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CALL FOUNDATION (EIN 20-8389909)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-12
- IRS object ID
- 202301329349104200
- Schema version
- 2022v5.0
- 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
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-12T15:56:56-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | CRYSTAL CALL MAGGELET | PersonNm |
| Person Title | CHAIRMAN/PRESIDENT | PersonTitleTxt |
| Phone | 8013641442 | PhoneNum |
| Signature | 2023-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CRYSTAL | PersonFirstNm |
| Person Last | CALL MAGGELET | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JANE SEARING | PreparerPersonNm |
| PTIN | P00000565 | PTIN |
| Phone | 2067167000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $57,441,102 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,129,038 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $868,839 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $260,199 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,129,038 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,129,038 | 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 | $221,426 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $110,713 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $110,713 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $60,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,731 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $13,254 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,548 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,549 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $294,680 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $122,992 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $117,262 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,536,718 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,536,718 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,831,398 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $122,992 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,653,980 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,702,360 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,006,046 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $60,824 | CashBOYAmt |
| Cash EOY | $258,703 | CashEOYAmt |
| Cash EOYFMV | $258,703 | CashEOYFMVAmt |
| Corporate Stock BOY | $71,602,621 | CorporateStockBOYAmt |
| Corporate Stock EOY | $57,182,399 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $57,182,399 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $71,663,445 | TotalAssetsBOYAmt |
| Total Assets EOY | $57,441,102 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $57,441,102 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $71,663,445 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $57,441,102 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $71,663,445 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $57,441,102 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $71,663,445 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $57,441,102 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $71,663,445 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,702,360 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $68,961,085 | SubtotalAmt |
| Other Decreases | $11,519,983 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $57,441,102 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $3,279,580 | GrossSalesPriceAmt |
| Cost Or Other Basis | $3,019,381 | CostOrOtherBasisAmt |
| Gain Or Loss | $260,199 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $260,199 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $260,199 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,984 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,984 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,984 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $39,434 | 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 | $39,434 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $25,450 | OverpaymentAmt |
| Applied To ES Tax | $25,450 | 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 | 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 (10 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 | CHAIRMAN/PRESIDENT | 0.25 | $574 | $0 | $0 |
| DREW MAGGELET | ||||||||
| 185 SOUTH STATE STREET SUITE 1300 | SALT LAKE CITY | UT | 84111 | VICE PRESIDENT | 0.25 | $0 | $0 | $0 |
| ERICA MAGGELET | ||||||||
| 185 SOUTH STATE STREET SUITE 1300 | SALT LAKE CITY | UT | 84111 | SECRETARY | 0.25 | $0 | $0 | $0 |
| LAUREN CALL | ||||||||
| 185 SOUTH STATE STREET SUITE 1300 | SALT LAKE CITY | UT | 84111 | TREASURER | 0.25 | $0 | $0 | $0 |
| CHARLES E MAGGELET | ||||||||
| 185 SOUTH STATE STREET SUITE 1300 | SALT LAKE CITY | UT | 84111 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| CRYSTAL CALL MAGGELET | ||||||||
| 185 SOUTH STATE STREET SUITE 1300 | SALT LAKE CITY | UT | 84111 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| SHERI WIDERBURG | ||||||||
| 185 SOUTH STATE STREET SUITE 1300 | SALT LAKE CITY | UT | 84111 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| KATHLEEN TOBEY | ||||||||
| 185 SOUTH STATE STREET SUITE 1300 | SALT LAKE CITY | UT | 84111 | EXECUTIVE DIRECTOR | 3.17 | $15,180 | $0 | $0 |
| MICHAELA PRATT | ||||||||
| 185 SOUTH STATE STREET SUITE 1300 | SALT LAKE CITY | UT | 84111 | DIR. STR. PSHIPS AND COMMUNICATIONS | 13.17 | $55,614 | $0 | $0 |
| LAURA NELSON | ||||||||
| 185 SOUTH STATE STREET SUITE 1300 | SALT LAKE CITY | UT | 84111 | DIR. COMM. AFFAIRS AND SUSTAIABILITY. | 18.00 | $74,880 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| 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 | $60,000 |
| FJ SERVICES | |||||
| 185 STATE ST STE 1300 | SALT LAKE CITY | UT | 84111 | NET PROF. SERVICES - SEE ATTACHED STMT | $12,243 |
| 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 | $61,654,043 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $188,730 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $61,842,773 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $61,842,773 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $927,642 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $60,915,131 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,045,757 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,045,757 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,984 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,984 | TotalTaxAmt |
| Distributable Before Adj | $3,031,773 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,031,773 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,031,773 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,653,980 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,653,980 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,031,773 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $220,744 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $224,036 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $444,780 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,653,980 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,031,773 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $622,207 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,066,987 | 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 | $1,066,987 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $220,744 | ExcessFromYear3Amt |
| Excess From Year1 | $224,036 | ExcessFromYear1Amt |
| Excess From Current Year | $622,207 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHARLES E MAGGELET | ContributingManagerNm |
| Contributing Manager | CRYSTAL CALL MAGGELET | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (61 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 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. | $8,500 |
| AMERICAN RED CROSS | ||||||
| 6616 SO 900 E | SALT LAKE CITY | UT | 841212492 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $350,000 |
| ASSISTANCE LEAGUE OF SOUTHERN UTAH | ||||||
| PO BOX 910728 | ST GEORGE | UT | 847910728 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $5,000 |
| 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 |
| BEST BUDDIES INTERNATIONAL | ||||||
| 3507 WYOMING BLVD NE | ALBUQUERQUE | NM | 87111 | 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. | $1,000 |
| BOYS & GIRLS CLUBS OF GREATER SL | ||||||
| 179 E 5065 S | MURRAY | UT | 84701 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $187,459 |
| CITY OF LANDER | ||||||
| 240 LINCOLN ST | LANDER | WY | 82520 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $10,000 |
| 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. | $5,000 |
| DAVIS EDUCATION FOUNDATION | ||||||
| PO BOX 588 | FARMINGTON | UT | 840250588 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $112,500 |
| DISCOVERY GATEWAY | ||||||
| 444 W100 SO | SALT LAKE CITY | UT | 84101 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $40,000 |
| DIXIE STATE COLLEGE OF UTAH | ||||||
| 225 SO 700 E | ST GEORGE | UT | 84770 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $28,808 |
| 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. | $50,000 |
| FOR THE KIDSORG | ||||||
| 825 N 300 W | SALT LAKE CITY | UT | 84103 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $1,000 |
| 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. | $95,696 |
| GIRLS ON THE RUN UTAH | ||||||
| POBOX 58337 | SALT LAKE CITY | UT | 84158 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $30,000 |
| GUADALUPE SCHOOL | ||||||
| 1385 N 1200 W | SALT LAKE CITY | UT | 84116 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $80,000 |
| HOPEKIDS ARIZONA CHAPTER | ||||||
| PO BOX 28471 | SCOTTSDALE | AZ | 85255 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $1,500 |
| HUNTSMAN CANCER FOUNDATION | ||||||
| 500 SO HUNTSMAN WAY | SALT LAKE CITY | UT | 841081235 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $4,000 |
| INTERMOUNTAIN HEALTHCARE FOUNDATION | ||||||
| 36 S STATE ST STE 2200 | SALT LAKE CITY | UT | 84111 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $2,980 |
| IRON COUNTY SCHOOL DISTRICT FOUNDATION | ||||||
| 168 NOMAIN | PAROWAN | UT | 84761 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $1,000 |
| JUNIOR ACHIEVEMENT UTAH INC | ||||||
| 182 S 600 E | SALT LAKE CITY | UT | 84102 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $500,000 |
| KEMMERER ROTARY CLUB | ||||||
| PO BOX 1202 | KEMMERER | WY | 83101 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $5,000 |
| KITTY CRUISAIDE | ||||||
| 7271 SO PEARL CIRCLE | MIDVALE | UT | 84047 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $1,500 |
| LAKE MOUNTAIN TRAILS ASSOCIATION | ||||||
| 8952 NO CEDAR PASS RD | EAGLE MOUNTAIN | UT | 84005 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $15,000 |
| MIRACLE OF AGRICULTURE FOUNDATION | ||||||
| TAKE THE OATH MEMORIAL RODEO | MANTI | UT | 84642 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $10,000 |
| NATIONAL ABLITILY CENTER | ||||||
| 1000 ABILITY WAY | PARK CITY | UT | 84060 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $50,729 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||
| PO BOX 91891 | WASHINGTON | DC | 20090 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $10,000 |
| NATURE CONSERVANCY | ||||||
| 4245 FAIRFAX DRIVE | ARLINGTON | VA | 222031637 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $25,000 |
| OGDEN CONCERT BAND | ||||||
| 1274 E 6000 SO | SOUTH ODGEN | UT | 84405 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $2,500 |
| 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. | $2,500 |
| 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 |
| ONE UTAH HEALTH COLLABORATIVE | ||||||
| 2029 ALDO CIRCLE | SALT LAKE CITY | UT | 84108 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $100,000 |
| SALT LAKE ART CENTER | ||||||
| 20 SO WEST TEMPLE | SALT LAKE CITY | UT | 84101 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $50,000 |
| 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. | $4,688 |
| SANDY CHAMBER ECONOMIC DEVELOPMENT FOUNDATION | ||||||
| 9800 SOUTH MONROE ST | SANDY | UT | 84070 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $2,500 |
| SEVENTH GENERATION FUND | ||||||
| PO BOX 744 | FORT DUCHESNE | UT | 84026 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $5,000 |
| SHEPHERD'S KITCHEN | ||||||
| POBOX 1364 | SNOWFLAKE | AZ | 85937 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $10,000 |
| SNOW COLLEGE FOUNDATION | ||||||
| ATTN JANIE HARRIS | EPHRAIM | UT | 84627 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $25,000 |
| 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. | $120,436 |
| 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. | $2,000 |
| TEDDY KIM FOUNDATION | ||||||
| 318 MEGAN COURT | WYCKOFF | NJ | 07481 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $2,500 |
| THE CHURCH OF JESUS CHRIST OF LATTER DAY SAINTS | ||||||
| 50 E NORTH TEMPLE | SALT LAKE CITY | UT | 841500022 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $500 |
| THE SALT LAKE CITY POLICE FOUNDATION | ||||||
| 29 SO STATE | SALT LAKE CITY | UT | 84111 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $5,000 |
| 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. | $65,000 |
| TRAILS UTAH | ||||||
| PO BOX 58802 | SALT LAKE CITY | UT | 84158 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $15,000 |
| 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. | $10,000 |
| UNITED WAY OF SALT LAKE | ||||||
| 257 E 200 SO | SALT LAKE CITY | UT | 84111 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $500,000 |
| 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. | $231,800 |
| 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. | $10,000 |
| 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. | $81,000 |
| 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. | $34,272 |
| UTAH YOUTH VILLAGE | ||||||
| 5800 SO HIGHLAND DR | SALT LAKE CITY | UT | 84121 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $100,000 |
| 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 |
| 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. | $56,000 |
| WESTMINSTER COLLEGE | ||||||
| ATTN NANCY BROWN ADVANCEMENT | SALT LAKE CITY | UT | 84105 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $30,000 |
| WGU ADVANCEMENT | ||||||
| DEPT 372 | SALT LAKE CITY | UT | 84130 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $60,000 |
| YOLO FOOD BANK | ||||||
| 233 HARTER AVE | WOODLAND | CA | 95776 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $5,000 |
| YOUTH IMPACT | ||||||
| 2305 GRANT AVE | OGDEN | UT | 84401 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $5,000 |
| 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. | $294,350 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,536,718 | 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 | $1,129,038 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,129,038 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,129,038 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES MSCI EAFE ETF | $4,369,130 | $4,369,130 |
| ISHARES RUSSELL 2000 ETF | $2,453,095 | $2,453,095 |
| ISHARES INC CORE MSCI EMERGINT MKTS | $1,397,031 | $1,397,031 |
| VANGUARD WHITEHALL FDS HIGH DIV YLG | $6,395,103 | $6,395,103 |
| VANGURD INDEX FUNDS S&P 500 ETF USD | $8,159,520 | $8,159,520 |
| VANGUARD INSTL INDEX INSTL CLASS | $12,527,601 | $12,527,601 |
| VANGUARD MID CAP INDEX FUND CL I | $12,270,684 | $12,270,684 |
| VANGUARD DIVIDEND GROWTH INVESTOR CL | $8,526,852 | $8,526,852 |
| FIDELITY GOVERNMENT CASH RESERVES | $168,961 | $168,961 |
| ISHARES CORE US AGGREGATE BOND ETF | $914,422 | $914,422 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON MARKETABLE SECURITIES | Desc |
| Amt | $11,519,983 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $805 | $403 | $403 |
| DUES AND SUBSCRIPTIONS | $2,090 | $1,045 | $1,045 |
| LICENSE/FEES/PERMITS | $10 | $5 | $5 |
| TRAVEL-LODGING | $392 | $196 | $196 |
| TRAVEL-MEALS | $318 | $80 | $80 |
| INSURANCE | $4,576 | $2,288 | $2,288 |
| INTEREST EXPENSE | $5,063 | $2,531 | $2,532 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $221,426 | Amt |
| Net Investment Income | $110,713 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $110,713 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAX EXPENSE | $60,000 | $0 | $0 |
| FOREIGN TAXES PAID | $0 | $5,731 | $0 |
Comments