CROCKER CATALYST FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
CROCKER CATALYST FOUNDATION (EIN 84-4051295)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-07-11
IRS object ID
202221929349100927
Schema version
2021v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-07-11T18:02:30-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BDO USA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1299 S MAIN ST 10TH FLOORAddressLine1Txt
CitySALT LAKE CITYCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84111ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN844051295EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CROCKER CATALYST FOUNDATIONBusinessNameLine1Txt
Business Name Line2FKA THE ONEIRIC FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
In Care Of% GARY L CROCKERInCareOfNm
Business Name ControlCROCBusinessNameControlTxt
Phone8017028593PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12825 E COTTONWOOD PKWY STE 300AddressLine1Txt
CitySALT LAKE CITYCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84121ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGARY CROCKERPersonNm
Person TitleVICE PRESIDENTPersonTitleTxt
Phone8017028593PhoneNum
Signature2022-06-27SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstGARYPersonFirstNm
Person LastCROCKERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJoanna JohnstonPreparerPersonNm
PTINP01075079PTIN
Phone8012691818PhoneNum
Preparation2022-06-27PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,077,515FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$3,725,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$8,291DividendsRevAndExpnssAmt
Dividends Net Invst Incm$8,291DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$14,120NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$14,120GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$14,120CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$1,094NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss$23,275OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$3,770,687TotalRevAndExpnssAmt
Total Net Invst Incm$22,412TotalNetInvstIncmAmt
Total Adj Net Incm$1,094TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$366,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$48,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$318,000CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$19,174LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$19,174LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$33,718OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl$25,723OtherProfFeesDsbrsChrtblAmt
Printing And Pub Rev And Expnss$659PrintingAndPubRevAndExpnssAmt
Printing And Pub Dsbrs Chrtbl$659PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$3,990OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$3,990OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$423,541TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$48,000TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$367,546TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$10,622,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,774,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$11,046,041TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$48,000TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$3,142,046TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$7,275,354ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$1,094AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,817CashBOYAmt
Cash EOY$82,713CashEOYAmt
Cash EOYFMV$82,713CashEOYFMVAmt
Sav And Temp Cash Invst BOY$8,375SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$5,626SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$5,626SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$225,809CorporateStockBOYAmt
Corporate Stock EOY$456,616CorporateStockEOYAmt
Corporate Stock EOYFMV$456,616CorporateStockEOYFMVAmt
Corporate Bonds BOY$80,029CorporateBondsBOYAmt
Corporate Bonds EOY$157,582CorporateBondsEOYAmt
Corporate Bonds EOYFMV$157,582CorporateBondsEOYFMVAmt
Other Assets BOY$199,985OtherAssetsBOYAmt
Other Assets EOY$374,978OtherAssetsEOYAmt
Other Assets EOYFMV$374,978OtherAssetsEOYFMVAmt
Total Assets BOY$517,015TotalAssetsBOYAmt
Total Assets EOY$1,077,515TotalAssetsEOYAmt
Total Assets EOYFMV$1,077,515TotalAssetsEOYFMVAmt
Accounts Payable BOY$20,141AccountsPayableBOYAmt
Accounts Payable EOY$7,995AccountsPayableEOYAmt
Grants Payable BOY$1,008,000GrantsPayableBOYAmt
Grants Payable EOY$8,856,000GrantsPayableEOYAmt
Total Liabilities BOY$1,028,141TotalLiabilitiesBOYAmt
Total Liabilities EOY$8,863,995TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests EOY-$7,786,480NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY-$511,126TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY-$7,786,480TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$517,015TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,077,515TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY-$511,126TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$7,275,354ExcessRevenueOverExpensesAmt
Subtotal-$7,786,480SubtotalAmt
Tot Net Ast Or Fund Balances EOY-$7,786,480TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$14,120CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$1,094NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Subtotal$0SubtotalAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$0TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateUTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1GARY L CROCKERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8017028593PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12825 E COTTONWOOD PKY STE 330AddressLine1Txt
CitySALT LAKE CITYCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84121ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (13 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ANN CROCKER
2825 E COTTONWOOD PKWY STE 300SALT LAKE CITYUT84121DIRECTOR/PRESIDENT10.0$40,000$0$0
ASHLEY GINGRAS
2825 E COTTONWOOD PKWY STE 300SALT LAKE CITYUT84121DIRECTOR5.0$27,000$0$0
CHAD POULTER
2825 E COTTONWOOD PKWY STE 300SALT LAKE CITYUT84121DIRECTOR5.0$29,000$0$0
CHARISSE POULTER
2825 E COTTONWOOD PKWY STE 300SALT LAKE CITYUT84121DIRECTOR5.0$27,000$0$0
DEREK CROCKER
2825 E COTTONWOOD PKWY STE 300SALT LAKE CITYUT84121DIRECTOR5.0$27,000$0$0
GARY CROCKER
2825 E COTTONWOOD PKWY STE 300SALT LAKE CITYUT84121DIRECTOR\VICE PRESIDENT5.0$20,000$0$0
JARED CROCKER
2825 E COTTONWOOD PKWY STE 300SALT LAKE CITYUT84121DIRECTOR5.0$27,000$0$0
JONATHAN CROCKER
2825 E COTTONWOOD PKWY STE 300SALT LAKE CITYUT84121DIRECTOR5.0$29,000$0$0
JULIE PASSEY
2825 E COTTONWOOD PKWY STE 300SALT LAKE CITYUT84121DIRECTOR5.0$27,500$0$0
KEVIN PASSEY
2825 E COTTONWOOD PKWY STE 300SALT LAKE CITYUT84121DIRECTOR5.0$27,500$0$0
NATASHA CROCKER
2825 E COTTONWOOD PKWY STE 300SALT LAKE CITYUT84121DIRECTOR5.0$27,000$0$0
PACIFIC GINGRAS
2825 E COTTONWOOD PKWY STE 300SALT LAKE CITYUT84121DIRECTOR5.0$29,000$0$0
SPENCER CROCKER
2825 E COTTONWOOD PKWY STE 300SALT LAKE CITYUT84121DIRECTOR5.0$29,000$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$760,550AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$21,311AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$781,861TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$781,861AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$11,728CashDeemedCharitableAmt
Net Vl Noncharitable Assets$770,133NetVlNoncharitableAssetsAmt
Minimum Investment Return$38,507MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$38,507MinimumInvestmentReturnAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$38,507DistributableBeforeAdjAmt
Distributable Before Ded$38,507DistributableBeforeDedAmt
Distributable As Adjusted$38,507DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,142,046ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$3,142,046QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$38,507DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12019PriorYear1Yr
Prior Year22018PriorYear2Yr
Prior Year32017PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Qualifying Distributions$3,142,046QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$38,507AppliedToCurrentYearAmt
Remaining Distri From Corpus$3,103,539RemainingDistriFromCorpusAmt
Total Corpus$3,103,539TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$1,515,571CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov To Next Yr$1,587,968ExcessDistriCyovToNextYrAmt
Excess From Current Year$1,587,968ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ODESSEY DANCE THEATER
15021 VENTURA BLVD 552DRAPERUT84020NONEPCGENERAL CHARITABLE PURPOSES$7,500
SALT LAKE TRIBUNE
90 S 400 W 700SALT LAKE CITYUT84101NONEPCGENERAL CHARITABLE PURPOSES$25,000
SEVEN CANYONS TRUST
122 J STREETSALT LAKE CITYUT84103NONEPCGENERAL CHARITABLE PURPOSES$25,000
ALLIANCE DEFENDING FREEDOM
15100 N 90TH STREETSCOTTSDALEAZ85260NONEPCGENERAL CHARITABLE PURPOSES$155,000
IRIS GLOBAL
PO BO 493995REDDINGCA96049NONEPCGENERAL CHARITABLE PURPOSES$35,000
ORPHANAGE SUPPORT SERVICES ORGANIZATION
8539 S REDWOOD ROADWEST JORDANUT84088NONEPCGENERAL CHARITABLE PURPOSES$66,000
PRAGER UNIVERSITY FOUNDATION
15021 VENTURA BLVD 552SHERMAN OAKSCA91403NONEPCGENERAL CHARITABLE PURPOSES$350,000
SOUTHERN UTAH UNIVERSITY (UTAH SHAKESPEARE FESTIVA
351 W CENTER STCEDAR CITYUT84720NONEPCGENERAL CHARITABLE PURPOSES$50,000
FISH FOR GARBAGE
9857 S HEYTEBURY LNSANDYUT84092NONEPCGENERAL CHARITABLE PURPOSES$8,500
UNIVERSITY OF UTAH (CENTER FOR MEDICAL INNOVATION)
201 PRESIDENTS CIRCLESALT LAKE CITYUT84112NONEPCGENERAL CHARITABLE PURPOSES$42,000
MOBILE SURGERY INTERNATIONAL
3803 LITTLE COTTONWOOD LNHOLLADAYUT84117NONEPCGENERAL CHARITABLE PURPOSES$100,000
MULLY CHILDRENS FAMILY USA INC
3000 OLD ALABAMA ROAD SUITE 119-30ALPHARETTAGA30022NONEPCGENERAL CHARITABLE PURPOSES$40,000
SUSTAINABLE COASTLINES HAWAII
3160 WAIALAE AVE SUITE 120HONOLULUHI96816NONEPCGENERAL CHARITABLE PURPOSES$60,000
TRACY AVIARY & BOTANICAL GARDEN
589 E 1300 SSALT LAKE CITYUT84105NONEPCGENERAL CHARITABLE PURPOSES$1,000
UNIVERSITY OF UTAH (CROCKER SCIENCE SCHOLARSHIPS)
201 PRESIDENTS CIRCLESALT LAKE CITYUT84112NONEPCGENERAL CHARITABLE PURPOSES$262,000
UTAH OLYMPIC LEGACY FOUNDATION
3419 OLYMPIC PARKWAY PO BOX 980377PARK CITYUT84098NONEPCGENERAL CHARITABLE PURPOSES$10,000
UTAH YOUTH VILLAGE
5800 S HIGHLAND DRHOLLADAYUT84121NONEPCGENERAL CHARITABLE PURPOSES$25,000
ENCIRCLE FAMILY AND YOUTH RESOURCE CENTER
331 S 600 ESALT LAKE CITYUT84102NONEPCGENERAL CHARITABLE PURPOSES$60,000
RISE & REBUILD
3008 E FALLENTINE RDSANDYUT84093NONEPCGENERAL CHARITABLE PURPOSES$10,000
SCHOOL OF LEADERSHIP AFGANISTAN (SOLA)
470 ATLANTIC AVE 4TH FLOORBOSTONMA02210NONEPCGENERAL CHARITABLE PURPOSES$250,000
UNIVERSITY OF UTAH (CROCKER SCIENCE CENTER)
201 PRESIDENTS CIRCLESALT LAKE CITYUT84112NONEPCGENERAL CHARITABLE PURPOSES$975,000
ALIGHT (ALLIANCE TO LEAD IMPACT ON GLOBAL HUMAN TR
225 S BROADWAY 9912DENVERCO80209NONEPCGENERAL CHARITABLE PURPOSES$25,000
GLEN CANYON INSTITUTE
3090 E 300 S 400SALT LAKE CITYUT80209NONEPCGENERAL CHARITABLE PURPOSES$20,000
PA'IA YOUTH COUNCIL
PO BOX 790999PAIAHI96779NONEPCGENERAL CHARITABLE PURPOSES$35,000
SUZY'S SENIOR COMPANIONSHIP SERVICES
1052 E 3250 NLAYTONUT84040NONEPCGENERAL CHARITABLE PURPOSES$25,000
MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH
111 W 33RD STREET 10TH FLOORNEW YORKNY10120NONEPCGENERAL CHARITABLE PURPOSES$50,000
BRAIN & BEHAVIOR RESEARCH FOUNDATION
747 THIRD AVE 33RD FLOORNEW YORKNY10017NONEPCGENERAL CHARITABLE PURPOSES$5,000
OTHER SIDE ACADEMY
667 E 100 SSALT LAKE CITYUT84102NONEPCGENERAL CHARITABLE PURPOSES$10,000
RAINN
1220 L ST NW SUITE 500WASHINGTONDC20005NONEPCGENERAL CHARITABLE PURPOSES$10,000
CANINES WITH A CAUSE
4050 S 2700 ESALT LAKE CITYUT84124NONEPCGENERAL CHARITABLE PURPOSES$7,500
THE INN BETWEEN
1216 E 1300 SSALT LAKE CITYUT84105NONEPCGENERAL CHARITABLE PURPOSES$30,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,774,500TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1MULTI YEAR GRANTSBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12825 E COTTONWOOD PKWYAddressLine1Txt
CitySALT LAKE CITYCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84121ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeFULFILL PURPOSE OF RECEIPEINT ORGANIZTIONGrantOrContributionPurposeTxt
Amt$7,848,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$7,848,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$8,291ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$14,120ExclusionAmt
FieldValueIRS element (for citing)
Gain Sales Ast Oth Than InvntryGainSalesAstOthThanInvntryGrp
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescUNREALIZED GAINSDesc
Exclusion18ExclusionCd
Exclusion$23,275ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$45,687ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$45,687TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
SORENSON LEGACY FOUNDATION SLF
16900 S 900 E STE 230MIDVALEUT84047$1,512,000Yes (X)
SLF - ENDOWMENT GRANT
26900 S 900 E STE 230MIDVALEUT84047$2,213,000Yes (X)

Depreciation Schedule DepreciationSchedule

Distribution From Corpus Election DistributionFromCorpusElection

FieldValueIRS element (for citing)
ElectionPURSUANT TO TREASURY REGULATION SECTION 53.4942(A)-3(D)(2), THE CROCKER CATALYST FOUNDATION HERBY ELECTS TO TREAT $1,515,571 AS A CURRENT DISTRIBUTION OUT OF CORPUS. AMOUNT CALCULATED AS $3,571 CARRIED FORWARD FROM TAX YEAR 2020 AND THE TAX YEAR 2021 PASS-THROUGH CONTRIBUTION OF $1,512,000.ElectionDesc

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DOUBLELINE TOTAL RETURN BOND$42,325$42,325
GMO SGM MAJOR MARKETS FUND$33,216$33,216
METROPOLITAN WEST TOTAL RETURN$42,306$42,306
PIMCO COMMODITY REAL RETURN$6,193$6,193
TEMPLETON GLOBAL BOND ADVISOR$33,542$33,542

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
INVESCO DEVELOPING MARKETS Y$25,393$25,393
AMERICAN BEACON THE LONDON CO$82,776$82,776
EATON VANCE ATLANTA CAP SMID$43,874$43,874
GMO EMERGING MARKETS FUND I$25,893$25,893
GOLDMAN SACHS GQG PARTNERS$47,696$47,696
JOHCM INTERNATIONAL SELECT$49,354$49,354
LOOMIS SAYLES GROWTH CL Y$79,256$79,256
VANGUARD INDEX FUNDS S&P 500$84,695$84,695
VANGUARD SHT-TERM INFLATION$5,603$5,603
SPDR GOLD TR GOLD SHS (GLD)$5,812$5,812
VANGUARD REAL ESTATE ETF$6,264$6,264

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$19,174LegalFeesAmt
Disbursements Charitable Prps$19,174DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
TELLBIO INVESTMENT$199,985$199,985$199,985
AKAGERA INVESTMENT$174,993$174,993

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
POSTAGE$348$348
IT/IS$708$708
SUPPLIES$103$103
BANK FEES$330$330
INSURANCE$2,501$2,501

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINSDesc
Revenue And Expenses Per Books$23,275RevenueAndExpensesPerBooksAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL SERVICESCategoryTxt
Amt$33,718Amt
Disbursements Charitable Prps$25,723DisbursementsCharitablePrpsAmt

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