BETA

CALL FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
CALL FOUNDATION (EIN 20-8389909)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-08
IRS object ID
201801289349100100
Schema version
2017v2.2
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)
Return2018-05-08T02:20:11-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN861065772PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DELOITTE TAX LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1111 S MAIN STREET SUITE 1500AddressLine1Txt
CitySALT LAKE CITYCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84111ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN208389909EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CALL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCALLBusinessNameControlTxt
Phone8013641442PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14 DARTMOOR LANEAddressLine1Txt
CitySALT LAKE CITYCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84103ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCRYSTAL CALL MAGGELETPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8013641442PhoneNum
Signature2018-05-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBARBI ANDERSONPreparerPersonNm
PTINP00176387PTIN
Phone8013284706PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$9,635,253FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,997,906ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$3,064InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3,064InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$104,690DividendsRevAndExpnssAmt
Dividends Net Invst Incm$104,690DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$625,043NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,996,406GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$625,043CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,730,703TotalRevAndExpnssAmt
Total Net Invst Incm$732,797TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$2,249TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$181OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$181OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,430TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$181TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$8,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$8,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$10,430TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$181TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$8,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,720,273ExcessRevenueOverExpensesAmt
Net Investment Income$732,616NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,108,681CashBOYAmt
Cash EOY$2,102,815CashEOYAmt
Cash EOYFMV$2,102,815CashEOYFMVAmt
Other Investments BOY$4,512,046OtherInvestmentsBOYAmt
Other Investments EOY$7,532,438OtherInvestmentsEOYAmt
Other Investments EOYFMV$7,532,438OtherInvestmentsEOYFMVAmt
Total Assets BOY$6,620,727TotalAssetsBOYAmt
Total Assets EOY$9,635,253TotalAssetsEOYAmt
Total Assets EOYFMV$9,635,253TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$6,620,727RetainedEarningBOYAmt
Retained Earning EOY$9,635,253RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$6,620,727TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$9,635,253TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,620,727TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$9,635,253TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,620,727TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,720,273ExcessRevenueOverExpensesAmt
Other Increases$294,253OtherIncreasesAmt
Subtotal$9,635,253SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$9,635,253TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
VANGUARD MID-CAP INDEX FUND 086880757649372017-01-012017-11-02$1,182,238$756,362$425,876$425,876
VANGUARD MID-CAP INDEX FUND 086880757649372016-01-012017-11-02$814,168$615,001$199,167$199,167
FieldValueIRS element (for citing)
Capital Gain Net Income$625,043CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$2,250AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$4,365,696NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.000515DistributionYr1Rt
Adjusted Qlfy Distri Yr2$2,802AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$4,357,535NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.000643DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,118,035AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$4,993,455NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.223900DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,126,023AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$3,550,510NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.317144DistributionYr4Rt
Adjusted Qlfy Distri Yr5$883,116AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,226,958NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.396557DistributionYr5Rt
Total Distribution0.938759TotalDistributionRt
Average Distribution0.187752AverageDistributionRt
Net Vl Noncharitable Assets$7,024,479NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,318,860AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$7,326NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,326,186AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$8,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$14,652InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$14,652SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$14,652TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,000EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$3,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$11,652TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTHE CALL FOUNDATIONIndividualWithBooksNm
Phone8013641442PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14 DARTMOOR LANEAddressLine1Txt
CitySALT LAKE CITYCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84103ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CRYSTAL CALL MAGGELET
4 DARTMOOR LANESALT LAKE CITYUT84103TRUSTEE, PRESIDENT1.00$0$0$0
CHARLES E MAGGELET
4 DARTMOOR LANESALT LAKE CITYUT84103TRUSTEE, VICE PRESIDENT1.00$0$0$0
SHERI WIDERBURG
4 DARTMOOR LANESALT LAKE CITYUT84103TRUSTEE1.00$0$0$0
JON PETERSON
4 DARTMOOR LANESALT LAKE CITYUT84103TRUSTEE1.00$0$0$0
TEDDY LOU CALL
4 DARTMOOR LANESALT LAKE CITYUT84103TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,020,391AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$4,111,060AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$7,131,451TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$7,131,451AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$106,972CashDeemedCharitableAmt
Net Vl Noncharitable Assets$7,024,479NetVlNoncharitableAssetsAmt
Minimum Investment Return$351,224MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$351,224MinimumInvestmentReturnAmt
Tax Based On Investment Income$14,652TaxBasedOnInvestmentIncomeAmt
Total Tax$14,652TotalTaxAmt
Distributable Before Adj$336,572DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$336,572DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$336,572DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$8,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$8,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$8,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$336,572DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$609,514ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$948,684ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$869,273ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$2,427,471TotalExcessDistributionCyovAmt
Qualifying Distributions$8,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$8,000AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$328,572ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$328,572ExcessDistributionCyovAppCYAmt
Total Corpus$2,098,899TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$280,942ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,817,957ExcessDistriCyovToNextYrAmt
Excess From Year4$948,684ExcessFromYear4Amt
Excess From Year3$869,273ExcessFromYear3Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1JUDGE MEMORIAL CATHOLIC HIGH SCHOOLBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1650 SOUTH 1100 EASTAddressLine1Txt
CitySALT LAKE CITYCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84102ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation StatusNCRecipientFoundationStatusTxt
Grant Or Contribution PurposeCONTRIBUTION MADE TO A 501(C)3 CHARITABLE INSTITUTION IN SUPPORT OF ITS CONTINUING MISSION.GrantOrContributionPurposeTxt
Amt$8,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$8,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,064ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$104,690ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business523000BusinessCd
Unrelated Business Taxbl Incm$625,043UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$625,043UnrelatedBusinessTaxblIncmAmt
Exclusion$107,754ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$732,797TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1FJ MANAGEMENTBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1185 SOUTH STATE STREET SUITE 1300AddressLine1Txt
CitySALT LAKE CITYCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84111ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,996,406TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyVANGUARD INST INDEX FUND SHARESNoncashPropertyDesc
Fair Market Value$1,998,010FairMarketValueAmt
Received2017-11-30ReceivedDt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemSTOCKSCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$7,532,438BookValueAmt
EOYFMV$7,532,438EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK FEESDesc
Revenue And Expenses Per Books$181RevenueAndExpensesPerBooksAmt
Net Investment Income$181NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON MARKETABLE SECURITIESDesc
Amt$294,253Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAX EXPENSECategoryTxt
Amt$2,249Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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