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
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Distribution From Corpus Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-07-11T18:02:30-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 299 S MAIN ST 10TH FLOOR | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | 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) |
|---|---|---|
| In Care Of | % GARY L CROCKER | InCareOfNm |
| 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 | 2022-06-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Joanna Johnston | PreparerPersonNm |
| PTIN | P01075079 | PTIN |
| Phone | 8012691818 | PhoneNum |
| Preparation | 2022-06-27 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,077,515 | 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 | $3,725,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $8,291 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,291 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,120 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,120 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,120 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $1,094 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $23,275 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $3,770,687 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $22,412 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,094 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $366,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $48,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $318,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $19,174 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $19,174 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $33,718 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $25,723 | OtherProfFeesDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $659 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $659 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,990 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $3,990 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $423,541 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $48,000 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $367,546 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,622,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,774,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,046,041 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $48,000 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,142,046 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,275,354 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,094 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,817 | CashBOYAmt |
| Cash EOY | $82,713 | CashEOYAmt |
| Cash EOYFMV | $82,713 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $8,375 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,626 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,626 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $225,809 | CorporateStockBOYAmt |
| Corporate Stock EOY | $456,616 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $456,616 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $80,029 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $157,582 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $157,582 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $199,985 | OtherAssetsBOYAmt |
| Other Assets EOY | $374,978 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $374,978 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $517,015 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,077,515 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,077,515 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $20,141 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $7,995 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,008,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $8,856,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $1,028,141 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,863,995 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests EOY | -$7,786,480 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | -$511,126 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | -$7,786,480 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $517,015 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,077,515 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | -$511,126 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,275,354 | ExcessRevenueOverExpensesAmt |
| Subtotal | -$7,786,480 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | -$7,786,480 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,120 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,094 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $0 | SubtotalAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | UT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GARY L CROCKER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 PKWY STE 300 | SALT LAKE CITY | UT | 84121 | DIRECTOR/PRESIDENT | 10.0 | $40,000 | $0 | $0 |
| ASHLEY GINGRAS | ||||||||
| 2825 E COTTONWOOD PKWY STE 300 | SALT LAKE CITY | UT | 84121 | DIRECTOR | 5.0 | $27,000 | $0 | $0 |
| CHAD POULTER | ||||||||
| 2825 E COTTONWOOD PKWY STE 300 | SALT LAKE CITY | UT | 84121 | DIRECTOR | 5.0 | $29,000 | $0 | $0 |
| CHARISSE POULTER | ||||||||
| 2825 E COTTONWOOD PKWY STE 300 | SALT LAKE CITY | UT | 84121 | DIRECTOR | 5.0 | $27,000 | $0 | $0 |
| DEREK CROCKER | ||||||||
| 2825 E COTTONWOOD PKWY STE 300 | SALT LAKE CITY | UT | 84121 | DIRECTOR | 5.0 | $27,000 | $0 | $0 |
| GARY CROCKER | ||||||||
| 2825 E COTTONWOOD PKWY STE 300 | SALT LAKE CITY | UT | 84121 | DIRECTOR\VICE PRESIDENT | 5.0 | $20,000 | $0 | $0 |
| JARED CROCKER | ||||||||
| 2825 E COTTONWOOD PKWY STE 300 | SALT LAKE CITY | UT | 84121 | DIRECTOR | 5.0 | $27,000 | $0 | $0 |
| JONATHAN CROCKER | ||||||||
| 2825 E COTTONWOOD PKWY STE 300 | SALT LAKE CITY | UT | 84121 | DIRECTOR | 5.0 | $29,000 | $0 | $0 |
| JULIE PASSEY | ||||||||
| 2825 E COTTONWOOD PKWY STE 300 | SALT LAKE CITY | UT | 84121 | DIRECTOR | 5.0 | $27,500 | $0 | $0 |
| KEVIN PASSEY | ||||||||
| 2825 E COTTONWOOD PKWY STE 300 | SALT LAKE CITY | UT | 84121 | DIRECTOR | 5.0 | $27,500 | $0 | $0 |
| NATASHA CROCKER | ||||||||
| 2825 E COTTONWOOD PKWY STE 300 | SALT LAKE CITY | UT | 84121 | DIRECTOR | 5.0 | $27,000 | $0 | $0 |
| PACIFIC GINGRAS | ||||||||
| 2825 E COTTONWOOD PKWY STE 300 | SALT LAKE CITY | UT | 84121 | DIRECTOR | 5.0 | $29,000 | $0 | $0 |
| SPENCER CROCKER | ||||||||
| 2825 E COTTONWOOD PKWY STE 300 | SALT LAKE CITY | UT | 84121 | DIRECTOR | 5.0 | $29,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $760,550 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $21,311 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $781,861 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $781,861 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,728 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $770,133 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $38,507 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $38,507 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $38,507 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $38,507 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $38,507 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,142,046 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $3,142,046 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $38,507 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Qualifying Distributions | $3,142,046 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $38,507 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,103,539 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,103,539 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $1,515,571 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov To Next Yr | $1,587,968 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $1,587,968 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ODESSEY DANCE THEATER | |||||||
| 15021 VENTURA BLVD 552 | DRAPER | UT | 84020 | NONE | PC | GENERAL CHARITABLE PURPOSES | $7,500 |
| SALT LAKE TRIBUNE | |||||||
| 90 S 400 W 700 | SALT LAKE CITY | UT | 84101 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 |
| SEVEN CANYONS TRUST | |||||||
| 122 J STREET | SALT LAKE CITY | UT | 84103 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 |
| ALLIANCE DEFENDING FREEDOM | |||||||
| 15100 N 90TH STREET | SCOTTSDALE | AZ | 85260 | NONE | PC | GENERAL CHARITABLE PURPOSES | $155,000 |
| IRIS GLOBAL | |||||||
| PO BO 493995 | REDDING | CA | 96049 | NONE | PC | GENERAL CHARITABLE PURPOSES | $35,000 |
| ORPHANAGE SUPPORT SERVICES ORGANIZATION | |||||||
| 8539 S REDWOOD ROAD | WEST JORDAN | UT | 84088 | NONE | PC | GENERAL CHARITABLE PURPOSES | $66,000 |
| PRAGER UNIVERSITY FOUNDATION | |||||||
| 15021 VENTURA BLVD 552 | SHERMAN OAKS | CA | 91403 | NONE | PC | GENERAL CHARITABLE PURPOSES | $350,000 |
| SOUTHERN UTAH UNIVERSITY (UTAH SHAKESPEARE FESTIVA | |||||||
| 351 W CENTER ST | CEDAR CITY | UT | 84720 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50,000 |
| FISH FOR GARBAGE | |||||||
| 9857 S HEYTEBURY LN | SANDY | UT | 84092 | NONE | PC | GENERAL CHARITABLE PURPOSES | $8,500 |
| UNIVERSITY OF UTAH (CENTER FOR MEDICAL INNOVATION) | |||||||
| 201 PRESIDENTS CIRCLE | SALT LAKE CITY | UT | 84112 | NONE | PC | GENERAL CHARITABLE PURPOSES | $42,000 |
| MOBILE SURGERY INTERNATIONAL | |||||||
| 3803 LITTLE COTTONWOOD LN | HOLLADAY | UT | 84117 | NONE | PC | GENERAL CHARITABLE PURPOSES | $100,000 |
| MULLY CHILDRENS FAMILY USA INC | |||||||
| 3000 OLD ALABAMA ROAD SUITE 119-30 | ALPHARETTA | GA | 30022 | NONE | PC | GENERAL CHARITABLE PURPOSES | $40,000 |
| SUSTAINABLE COASTLINES HAWAII | |||||||
| 3160 WAIALAE AVE SUITE 120 | HONOLULU | HI | 96816 | NONE | PC | GENERAL CHARITABLE PURPOSES | $60,000 |
| TRACY AVIARY & BOTANICAL GARDEN | |||||||
| 589 E 1300 S | SALT LAKE CITY | UT | 84105 | NONE | PC | GENERAL CHARITABLE PURPOSES | $1,000 |
| UNIVERSITY OF UTAH (CROCKER SCIENCE SCHOLARSHIPS) | |||||||
| 201 PRESIDENTS CIRCLE | SALT LAKE CITY | UT | 84112 | NONE | PC | GENERAL CHARITABLE PURPOSES | $262,000 |
| UTAH OLYMPIC LEGACY FOUNDATION | |||||||
| 3419 OLYMPIC PARKWAY PO BOX 980377 | PARK CITY | UT | 84098 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 |
| UTAH YOUTH VILLAGE | |||||||
| 5800 S HIGHLAND DR | HOLLADAY | UT | 84121 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 |
| ENCIRCLE FAMILY AND YOUTH RESOURCE CENTER | |||||||
| 331 S 600 E | SALT LAKE CITY | UT | 84102 | NONE | PC | GENERAL CHARITABLE PURPOSES | $60,000 |
| RISE & REBUILD | |||||||
| 3008 E FALLENTINE RD | SANDY | UT | 84093 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 |
| SCHOOL OF LEADERSHIP AFGANISTAN (SOLA) | |||||||
| 470 ATLANTIC AVE 4TH FLOOR | BOSTON | MA | 02210 | NONE | PC | GENERAL CHARITABLE PURPOSES | $250,000 |
| UNIVERSITY OF UTAH (CROCKER SCIENCE CENTER) | |||||||
| 201 PRESIDENTS CIRCLE | SALT LAKE CITY | UT | 84112 | NONE | PC | GENERAL CHARITABLE PURPOSES | $975,000 |
| ALIGHT (ALLIANCE TO LEAD IMPACT ON GLOBAL HUMAN TR | |||||||
| 225 S BROADWAY 9912 | DENVER | CO | 80209 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 |
| GLEN CANYON INSTITUTE | |||||||
| 3090 E 300 S 400 | SALT LAKE CITY | UT | 80209 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 |
| PA'IA YOUTH COUNCIL | |||||||
| PO BOX 790999 | PAIA | HI | 96779 | NONE | PC | GENERAL CHARITABLE PURPOSES | $35,000 |
| SUZY'S SENIOR COMPANIONSHIP SERVICES | |||||||
| 1052 E 3250 N | LAYTON | UT | 84040 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 |
| MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH | |||||||
| 111 W 33RD STREET 10TH FLOOR | NEW YORK | NY | 10120 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50,000 |
| BRAIN & BEHAVIOR RESEARCH FOUNDATION | |||||||
| 747 THIRD AVE 33RD FLOOR | NEW YORK | NY | 10017 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 |
| OTHER SIDE ACADEMY | |||||||
| 667 E 100 S | SALT LAKE CITY | UT | 84102 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 |
| RAINN | |||||||
| 1220 L ST NW SUITE 500 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 |
| CANINES WITH A CAUSE | |||||||
| 4050 S 2700 E | SALT LAKE CITY | UT | 84124 | NONE | PC | GENERAL CHARITABLE PURPOSES | $7,500 |
| THE INN BETWEEN | |||||||
| 1216 E 1300 S | SALT LAKE CITY | UT | 84105 | NONE | PC | GENERAL CHARITABLE PURPOSES | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,774,500 | 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 | FULFILL PURPOSE OF RECEIPEINT ORGANIZTION | GrantOrContributionPurposeTxt |
| Amt | $7,848,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $7,848,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,291 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $14,120 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gain Sales Ast Oth Than Invntry | GainSalesAstOthThanInvntryGrp | |
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $23,275 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $45,687 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $45,687 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| SORENSON LEGACY FOUNDATION SLF | ||||||
| 1 | 6900 S 900 E STE 230 | MIDVALE | UT | 84047 | $1,512,000 | Yes (X) |
| SLF - ENDOWMENT GRANT | ||||||
| 2 | 6900 S 900 E STE 230 | MIDVALE | UT | 84047 | $2,213,000 | Yes (X) |
Depreciation Schedule DepreciationSchedule
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 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)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 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)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $19,174 | LegalFeesAmt |
| Disbursements Charitable Prps | $19,174 | 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 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Revenue And Expenses Per Books | $23,275 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL SERVICES | CategoryTxt |
| Amt | $33,718 | Amt |
| Disbursements Charitable Prps | $25,723 | DisbursementsCharitablePrpsAmt |
Comments