CROCKER CATALYST FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CROCKER CATALYST FOUNDATION (EIN 84-4051295)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-10
- IRS object ID
- 202333149349101613
- 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
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-10T11:44:37-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 5929 FASHION POINT DR STE 300 | AddressLine1Txt |
| City | OGDEN | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 844034684 | 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 | 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 | 2023-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GARY | PersonFirstNm |
| Person Last | CROCKER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | 8016211575 | PhoneNum |
| Preparation | 2023-11-06 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | 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 | $916,340 | 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 | $3,950,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $17,602 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,602 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$10,548 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $31,601 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,957,054 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $17,602 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $361,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $46,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $314,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $9,705 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $9,705 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $45,310 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $51,027 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $20 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $20 | TaxesDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,068 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $1,068 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $118,109 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,139 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $535,212 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $46,500 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $383,459 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,337,570 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,577,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,872,782 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $46,500 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,960,759 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,915,728 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $82,713 | CashBOYAmt |
| Cash EOY | $13,439 | CashEOYAmt |
| Cash EOYFMV | $13,439 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,626 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,621 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,621 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $456,616 | CorporateStockBOYAmt |
| Corporate Stock EOY | $431,814 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $431,814 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $157,582 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $90,488 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $90,488 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $374,978 | OtherAssetsBOYAmt |
| Other Assets EOY | $374,978 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $374,978 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,077,515 | TotalAssetsBOYAmt |
| Total Assets EOY | $916,340 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $916,340 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $7,995 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,278 | AccountsPayableEOYAmt |
| Grants Payable BOY | $8,856,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $10,616,270 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $8,863,995 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,618,548 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | -$7,786,480 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | -$9,702,208 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | -$7,786,480 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | -$9,702,208 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,077,515 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $916,340 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | -$7,786,480 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,915,728 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | -$9,702,208 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | -$9,702,208 | 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 |
| Acquired | 2021-01-01 | AcquiredDt |
| Sold | 2022-12-31 | SoldDt |
| Gross Sales Price | $31,601 | GrossSalesPriceAmt |
| Cost Or Other Basis | $42,149 | CostOrOtherBasisAmt |
| Gain Or Loss | -$10,548 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$10,548 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$10,548 | 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 | $24,000 | $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 | $937,522 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $158,273 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,095,795 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,095,795 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,437 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,079,358 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $53,968 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $53,968 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $53,968 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $53,968 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $53,968 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,960,759 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,960,759 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $53,968 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $1,587,968 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,587,968 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,960,759 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $3,950,000 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,759 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $43,209 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $43,209 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,494,759 | 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 | $3,950,000 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,544,759 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $1,544,759 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| EATS PARK CITY | |||||||
| PO BOX 682896 | PARK CITY | UT | 84060 | NONE | PC | GENERAL SUPPORT | $1,000 |
| GLENN CANYON INSTITUTE | |||||||
| 3090 E 300 S 400 | SALT LAKE CITY | UT | 84109 | NONE | PC | GENERAL SUPPORT | $5,000 |
| SANPETE PANTRY | |||||||
| 1080 BLACKHAWK BLVD | MT PLEASANT | UT | 84647 | NONE | PC | GENERAL SUPPORT | $5,000 |
| RISE AND REBUILD FOUNDATION | |||||||
| 3008 E FALLENTINE RD | SANDY | UT | 84093 | NONE | PC | GENERAL SUPPORT | $7,400 |
| CITIZENS COMMITTEE TO SAVE OUR CANYONS | |||||||
| 3690 E FORT UNION BLVD SUITE 101 | COTTONWOOD HEIGHTS | UT | 84121 | NONE | PC | GENERAL SUPPORT | $15,000 |
| ODYSSEY DANCE THEATRE | |||||||
| 198 ROCKEY PARK LANE | DRAPER | UT | 84020 | NONE | PC | GENERAL SUPPORT | $15,000 |
| KISMET ROCK FOUNDATION | |||||||
| PO BOX 1744 | NORTH CONWAY | NH | 03860 | NONE | PC | GENERAL SUPPORT | $20,000 |
| BOUNTIFUL CHILDRENS FOUNDATION | |||||||
| 305 E 1230 N | SPRINGVILLE | UT | 84663 | NONE | PC | GENERAL SUPPORT | $20,000 |
| IRIS GLOBAL | |||||||
| PO BOX 493995 | REDDING | CA | 96049 | NONE | PC | GENERAL SUPPORT | $20,000 |
| SALT LAKE TRIBUNE INC | |||||||
| 90 S 400 W 700 | SALT LAKE CITY | UT | 84101 | NONE | PC | GENERAL SUPPORT | $25,000 |
| SENIOR CHARITY CARE FOUNDATION | |||||||
| 6905 SOUTH 1300 EAST 476 | COTTONWOOD HEIGHTS | UT | 84047 | NONE | PC | GENERAL SUPPORT | $30,000 |
| DR DALE B HULL FOUNDATION (NEUROWORX) | |||||||
| 90 ALBION VILLAGE WAY | SANDY | UT | 84070 | NONE | PC | GENERAL SUPPORT | $35,000 |
| UTAH DOMESTIC VIOLENCE COUNCIL | |||||||
| 124 S 400 E SUITE 430 | SALT LAKE CITY | UT | 84111 | NONE | PC | GENERAL SUPPORT | $60,000 |
| CAPITOL HILL ACADEMY | |||||||
| 503 N 400 W | SALT LAKE CITY | UT | 84103 | NONE | PC | GENERAL SUPPORT | $62,500 |
| MULLY CHILDRENS FAMILY USA INC | |||||||
| 3000 OLD ALABAMA RD SUITE 119-302 | ALPHARETTA | GA | 30022 | NONE | PC | GENERAL SUPPORT | $65,000 |
| OPERATION UNDERGROUND RAILROAD | |||||||
| PO BOX 57338 | SALT LAKE CITY | UT | 84157 | NONE | PC | GENERAL SUPPORT | $92,600 |
| SDG IMPACT FUND (REGENERATIVE RESOURCES) | |||||||
| 1729 E COLCHESTER CT | SANDY | UT | 84092 | NONE | PC | GENERAL SUPPORT | $100,000 |
| BYU - MARRIOTT SCHOOL OF BUSINESS | |||||||
| 1450 N UNIVERSITY AVENUE | PROVO | UT | 84604 | NONE | PC | GENERAL SUPPORT | $100,000 |
| SOUTHERN UTAH UNIVERSITY | |||||||
| 351 W CENTER ST | CEDAR CITY | UT | 84720 | NONE | PC | GENERAL SUPPORT | $100,000 |
| ALLIANCE DEFENDING FREEDOM | |||||||
| 15100 N 90TH STREET | SCOTTSDALE | AZ | 85260 | NONE | PC | GENERAL SUPPORT | $112,600 |
| BYU - CROCKER FELLOWSHIP | |||||||
| 1450 N UNIVERSITY AVENUE | PROVO | UT | 84663 | NONE | PC | GENERAL SUPPORT | $125,000 |
| NORTHEAST OHIO MEDICAL UNIVERSITY FOUNDATION | |||||||
| PO BOX 95 | ROOTSTOWN | OH | 44272 | NONE | PC | GENERAL SUPPORT | $134,000 |
| KUKULU KUMUHANA O ANAHOLA | |||||||
| PO BOX 30891 | ANAHOLA | HI | 96703 | NONE | PC | GENERAL SUPPORT | $210,200 |
| PRAGER UNIVERSITY FOUNDATION | |||||||
| 15021 VENTURA BLVD 552 | SHERMAN OAKS | CA | 91402 | NONE | PC | GENERAL SUPPORT | $450,000 |
| UTAH YOUTH VILLAGE | |||||||
| 5800 S HIGHLAND DR | HOLLADAY | UT | 84121 | NONE | PC | GENERAL SUPPORT | $500,000 |
| U OF U - COLLEGE OF SCIENCE | |||||||
| 201 PRESIDENTS CIRCLE | SALT LAKE CITY | UT | 84112 | NONE | PC | GENERAL SUPPORT | $1,267,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,577,300 | 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 | $10,616,270 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $10,616,270 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,602 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$10,548 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,054 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,054 | 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 | $3,950,000 | 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 | $45,310 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $51,027 | 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 $3,950,000 AS A CURRENT DISTRIBUTION OUT OF CORPUS. | ElectionDesc |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DOUBLELINE TOTAL RETURN BOND FD CL I | $28,384 | $28,384 |
| METROPOLITAN WEST TOTAL RETURN CLASS I | $27,322 | $27,322 |
| PIMCO COMMODITY REAL RETURN INST | $15,460 | $15,460 |
| PIMCO TRENDS MANAGED FUTURES STRGY INSTL | $19,322 | $19,322 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD INDEX FUNDS S&P 500 ETF USD | $55,512 | $55,512 |
| VANGUARD MID-CAP VALUE INDEX FUND | $21,503 | $21,503 |
| VANGUARD SMALL CAP VALUE ETF | $24,773 | $24,773 |
| VANGUARD INDEX FDS VANGUARD VALUE | $51,235 | $51,235 |
| VANGUARD SHORT-TERM INFLATION-PROTECTED | $5,091 | $5,091 |
| VANGUARD REAL ESTATE ETF | $9,155 | $9,155 |
| INVESCO DEVELOPING MARKETS Y | $14,053 | $14,053 |
| AMERICAN BEACON THE LONDON CO INC | $54,649 | $54,649 |
| EATON VANCE ATLANTA CAP SMID CAP FD I | $34,960 | $34,960 |
| ABR 75/25 VOLATILITY FUND INSTL | $18,618 | $18,618 |
| GMO EMERGING MARKETS FUND I | $17,697 | $17,697 |
| GOLDMAN SACHS GQG PARTNERS INTL OPP I | $42,404 | $42,404 |
| JOHCM INTERNATIONAL SELECT INSTL | $33,374 | $33,374 |
| LOOMIS SAYLES GROWTH CL Y | $33,665 | $33,665 |
| ALPHASIMPLEX MANAGED FUTURE STRAT CL Y | $15,125 | $15,125 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $9,705 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,705 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| TELLBIO INVESTMENT | $199,985 | $199,985 | $199,985 |
| AKAGERA INVESTMENT | $174,993 | $174,993 | $174,993 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| IT/IS | $2,725 | $0 | $2,725 |
| INSURANCE | $2,550 | $0 | $2,550 |
| SUPPLIES | $526 | $0 | $526 |
| OUTSIDE SERVICES | $113 | $0 | $113 |
| POSTAGE | $325 | $0 | $325 |
| MEALS | $576 | $0 | $576 |
| BANK FEES | $324 | $0 | $324 |
| UNREALIZED LOSSES | $110,970 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES & LICENSES | CategoryTxt |
| Amt | $20 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $20 | DisbursementsCharitablePrpsAmt |
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