CALL FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- CALL FOUNDATION (EIN 20-8389909)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202203199349100605
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T23:26:09-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 111 S MAIN ST STE 1500 | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 841111919 | 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 | 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 1300 | 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 | TRUSTEE | PersonTitleTxt |
| Phone | 8013641442 | PhoneNum |
| Signature | 2022-11-11 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BARBI ANDERSON | PreparerPersonNm |
| PTIN | P00176387 | PTIN |
| Phone | 8013284706 | 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 | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $71,663,445 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $15,253,977 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,927,025 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,278,311 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $648,714 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $17,181,002 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,927,025 | 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 | $24,187 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,093 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $12,093 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $20,650 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,647 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $105 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $53 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $53 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $44,942 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,793 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,146 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,844,684 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,844,684 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,889,626 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,793 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,856,830 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $14,291,376 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,911,232 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $66,939 | CashBOYAmt |
| Cash EOY | $60,824 | CashEOYAmt |
| Cash EOYFMV | $60,824 | CashEOYFMVAmt |
| Corporate Stock BOY | $47,870,849 | CorporateStockBOYAmt |
| Corporate Stock EOY | $71,602,621 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $71,602,621 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $47,937,788 | TotalAssetsBOYAmt |
| Total Assets EOY | $71,663,445 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $71,663,445 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $47,937,788 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $71,663,445 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $47,937,788 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $71,663,445 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $47,937,788 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $71,663,445 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $47,937,788 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $14,291,376 | ExcessRevenueOverExpensesAmt |
| Other Increases | $9,434,281 | OtherIncreasesAmt |
| Subtotal | $71,663,445 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $71,663,445 | 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 | $2,599,850 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,951,136 | CostOrOtherBasisAmt |
| Gain Or Loss | $648,714 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $648,714 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $648,714 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $26,566 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $26,566 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $26,566 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $50,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $66,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $39,434 | OverpaymentAmt |
| Applied To ES Tax | $39,434 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| CRYSTAL CALL MAGGELET | ||||||||
| 185 SOUTH STATE STREET SUITE 1300 | SALT LAKE CITY | UT | 84111 | TRUSTEE | 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 |
| SHERI WIDERBURG | ||||||||
| 185 SOUTH STATE STREET SUITE 1300 | SALT LAKE CITY | UT | 84111 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| WHITNEY CALL | ||||||||
| 185 SOUTH STATE STREET SUITE 1300 | SALT LAKE CITY | UT | 84111 | CHAIRMAN/PRESIDENT | 0.25 | $0 | $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 |
| 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 | $53,932,804 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $64,346 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $53,997,150 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $53,997,150 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $809,957 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $53,187,193 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,659,360 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,659,360 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $26,566 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $26,566 | TotalTaxAmt |
| Distributable Before Adj | $2,632,794 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,632,794 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,632,794 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,856,830 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,856,830 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,632,794 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $220,744 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $220,744 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,856,830 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,632,794 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $224,036 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $444,780 | 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 | $444,780 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $220,744 | ExcessFromYear2Amt |
| Excess From Current Year | $224,036 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CRYSTAL CALL MAGGELET | ContributingManagerNm |
| Contributing Manager | CHARLES E MAGGELET | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (53 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ADVANTAGE ARTS ACADEMY | |||||||
| 750 SO MAIN STSUITE 103 | BOUNTIFUL | UT | 84010 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $2,000 | |
| ALES FOUNDATION | |||||||
| 1101 WEST 9TH STREET | DAVENPORT | IA | 52804 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $900,000 | |
| ALPINE SCHOOL DISTRICT FOUNDATION | |||||||
| 575 NO 100 E | AMERICAN FORK | UT | 84003 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $500 | |
| 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. | $180,798 | |
| 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. | $100,000 | |
| BRIGHAM YOUNG UNIVERSITY | |||||||
| 1450 NO UNIVERSITY AVE | PROVO | UT | 84604 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $60,000 | |
| CITY OF NORTH SALT LAKE | |||||||
| 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. | $100,000 | |
| 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. | $50,000 | |
| EDGE OF DISCOVERY | |||||||
| 11054 SO MARY DRIVE | SANDY | UT | 84092 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $5,000 | |
| FAMILIES HELPING FAMILIES | |||||||
| 1626 OAK STREET | LA CROSSE | WI | 54603 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $5,000 | |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUN | |||||||
| C/O MCKAY FAMILY GIVING FUND | BOSTON | MA | 021093614 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $50,000 | ACCT123668582 DEVONSHIRE STREET |
| FRIENDS OF NEPAL PARIWAR FOUNDATION | |||||||
| 5877 MELITA ROAD | SANTA ROSA | CA | 95409 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $500 | |
| GIRL SCOUTS OF SILVER SAGE | |||||||
| 8948 W BARNES | BOISE | ID | 83709 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $10,000 | |
| 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. | $71,366 | |
| GUADALUPE SCHOOL | |||||||
| 1385 N 1200 W | SAL LAKE CITY | UT | 84116 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $200,000 | |
| 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. | $1,000 | |
| HUNTSMAN CANCER FOUNDATION | |||||||
| 500 SO HUNTSMAN WAY | SAL LAKE CITY | UT | 841081235 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $1,000 | |
| MOAPA VALLEY RIDERS II | |||||||
| PO BOX 2179 | OVERTON | NV | 89040 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $1,000 | |
| 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. | $2,000 | |
| 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. | $107,310 | |
| 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. | $1,000 | |
| RUNNING FORWARD | |||||||
| 555 NORTH STAR CREST DRIVEUNIT B29 | SALT LAKE CITY | UT | 84116 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $1,000 | |
| SALT LAKE ART CENTER | |||||||
| 20 SO WEST TEMPLE | SAL LAKE CITY | UT | 84101 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $2,500 | |
| SOUTHERN UTAH UNIVERSITY | |||||||
| ACCOUNTS PAYABLE357 W UNIVERSITY | CEDAR CITY | UT | 84720 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $27,288 | BLVD |
| SOUTHERN UTAH UNIVERSITY | |||||||
| ACCOUNTS PAYABLE357 W UNIVERSITY | CEDAR CITY | UT | 84720 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $10,000 | BLVD |
| STELLAS HOUSE INC | |||||||
| 14752 SO SPRINGTIME ROAD | DRAPER | UT | 84020 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $1,775 | |
| THE CHILDREN'S CENTER UTAH | |||||||
| 350 SO 400 E350 SO 400 E | SAL LAKE CITY | UT | 84111 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $50,000 | |
| THE MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH | |||||||
| GRAND CENTRAL STATIONPO BOX 4777 | NEW YORK | NY | 101634777 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $5,000 | |
| THE ROAD HOME | |||||||
| 1415 SOUTH MAIN STREET | SALT LAKE CITY | UT | 84115 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $50,000 | |
| TOYS FOR TOTS | |||||||
| 17800 SO CAMP WILLIAMS ROADBLDG | RIVERTON | UT | 84065 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $5,000 | 2620 |
| UNITED WAY OF SALT LAKE | |||||||
| 257 E 200 SOSUITE 300 | SALT LAKE CITY | UT | 84111 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $50,000 | |
| UNIVERSITY OF UTAH | |||||||
| 332 SO 1400 ESUITE 160 | SALT LAKE CITY | UT | 84112 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $101,000 | |
| UNIVERSITY OF UTAH | |||||||
| 332 SO 1400 ESUITE 160 | SALT LAKE CITY | UT | 84112 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $2,500 | |
| UTAH CLEAN AIR PARTNERSHIP INC | |||||||
| 195 N 1950 W UCAIR | SALT LAKE CITY | UT | 84116 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $20,000 | |
| UTAH CLEAN AIR PARTNERSHIP INC | |||||||
| 195 N 1950 W UCAIR | SALT LAKE CITY | UT | 84116 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $36,305 | |
| UTAH CLEAN AIR PARTNERSHIP INC | |||||||
| 195 N 1950 W UCAIR | SALT LAKE CITY | UT | 84116 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $15,000 | |
| UTAH FOUNDATION | |||||||
| PO BOX 387 | SAL LAKE CITY | UT | 84110 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $100,000 | |
| 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. | $500 | |
| UTAH STATE UNIVERSITY | |||||||
| 3550 OLD MAIN HILL | LOGAN | UT | 843223550 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $6,644 | |
| 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. | $3,600 | |
| VOLUNTEERS OF AMERICA | |||||||
| 1660 DUKE STREET | ALEXANDIA | VA | 223143473 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $5,000 | |
| WADMAN FOUNDATION | |||||||
| 2920 SO 925 W | OGDEN | UT | 84401 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $5,000 | |
| WASATCH COMMUNITY GARDENS | |||||||
| 629 E 800 SO | SAL LAKE CITY | UT | 84102 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $1,000 | |
| WESTMINSTER COLLEGE | |||||||
| 1265 VILLAGE DRDEPT 4018 | OGDEN | UT | 84408 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $30,000 | |
| WORLD VISION | |||||||
| 34834 WEYERHAEUSER WAY SOUTH | FEDERAL WAY | WA | 980639716 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $1,000 | |
| YMCA OF NORTHERN UTAH | |||||||
| 675 E 2100 SOSUITE 200 | SALT LAKE CITY | UT | 84106 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $10,000 | |
| YMCA OF NORTHERN UTAH | |||||||
| 675 E 2100 SOSUITE 200 | SALT LAKE CITY | UT | 84106 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $100,000 | |
| YOUTH IMPACT | |||||||
| 2305 GRANT AVE | OGDEN | UT | 84401 | PC | CONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION. | $60,098 | |
| 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. | $10,000 | |
| 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. | $270,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,844,684 | 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 | $1,927,025 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,927,025 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,927,025 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FJ MANAGEMENT | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 185 SOUTH STATE STREET SUITE 1300 | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $15,253,977 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | STOCK | NoncashPropertyDesc |
| Fair Market Value | $15,253,977 | FairMarketValueAmt |
| Received | 2021-12-10 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES MSCI EAFE ETF | $5,237,098 | $5,237,098 |
| ISHARES RUSSELL 2000 ETF | $3,129,680 | $3,129,680 |
| ISHARES INC CORE MSCI EMERGINT MKTS | $1,790,712 | $1,790,712 |
| VANGUARD WHITEHALL FDS HIGH DIV YLG | $6,625,589 | $6,625,589 |
| VANGURD INDEX FUNDS S&P 500 ETF USD | $10,138,902 | $10,138,902 |
| VANGUARD INSTL INDEX INSTL CLASS | $19,184,443 | $19,184,443 |
| VANGUARD MID CAP INDEX FUND CL I | $15,093,961 | $15,093,961 |
| VANGUARD DIVIDEND GROWTH INVESTOR CL | $8,964,707 | $8,964,707 |
| FIDELITY GOVERNMENT CASH RESERVES | $361,983 | $361,983 |
| ISHARES CORE US AGGREGATE BOND ETF | $1,075,546 | $1,075,546 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $105 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $53 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $53 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON MARKETABLE SECURITIES | Desc |
| Amt | $9,434,281 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $24,187 | Amt |
| Net Investment Income | $12,093 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,093 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAX EXPENSE | $20,650 | $0 | $0 |
| FOREIGN TAXES PAID | $0 | $3,647 | $0 |
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