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CALL TO ACTION FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
CALL TO ACTION FOUNDATION (EIN 88-2726669)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-17
IRS object ID
202503219349108235
Schema version
2024v5.2
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)
Return2025-11-17T18:32:50-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

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 Line11015 2ND AVE SUITE 500AddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98104ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN882726669EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CALL TO ACTION FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCALLBusinessNameControlTxt
Phone8013641442PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1185 SOUTH STATE STREET SUITE 1200AddressLine1Txt
CitySALT LAKE CITYCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84111ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWHITNEY CALLPersonNm
Person TitleCHAIRPersonTitleTxt
Phone8013641442PhoneNum
Signature2025-11-17SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonREBEKAH STANLEYPreparerPersonNm
PTINP01696711PTIN
Phone2067167000PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$665,405,843FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$21,581InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$21,581InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$21,581InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$10,099,956DividendsRevAndExpnssAmt
Dividends Net Invst Incm$10,114,283DividendsNetInvstIncmAmt
Dividends Adj Net Incm$10,114,283DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$7,394,771NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$49,998,961GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$7,392,660CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$7,392,660NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss$12,973,441OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm-$64,134OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm-$64,134OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$30,489,749TotalRevAndExpnssAmt
Total Net Invst Incm$17,464,390TotalNetInvstIncmAmt
Total Adj Net Incm$17,464,390TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$142,674CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$142,674CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$142,674CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$173,734LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$173,734LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$39,446AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$19,723AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$19,723AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$19,723AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$418,574OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$228,752OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$228,752OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$189,822OtherProfFeesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$36,923TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$32,964TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$32,964TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$3,959TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$1,019PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$398PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm$398PrintingAndPubAdjNetIncmAmt
Printing And Pub Dsbrs Chrtbl$621PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$19,714OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$172,259OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$182,157OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$832,084TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$596,770TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$780,402TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$214,125TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$262,250ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$262,250ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,094,334TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$596,770TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$780,402TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$476,375TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$29,395,415ExcessRevenueOverExpensesAmt
Net Investment Income$16,867,620NetInvestmentIncomeAmt
Adjusted Net Income$16,683,988AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY-$571CashBOYAmt
Sav And Temp Cash Invst EOY$13,068,110SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$13,068,110SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$16,854PrepaidExpensesBOYAmt
Prepaid Expenses EOY$1,473,562PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$1,473,562PrepaidExpensesEOYFMVAmt
Other Investments BOY$508,601,564OtherInvestmentsBOYAmt
Other Investments EOY$573,937,203OtherInvestmentsEOYAmt
Other Investments EOYFMV$573,937,203OtherInvestmentsEOYFMVAmt
Other Assets BOY$38,321,517OtherAssetsBOYAmt
Other Assets EOY$76,926,968OtherAssetsEOYAmt
Other Assets EOYFMV$76,926,968OtherAssetsEOYFMVAmt
Total Assets BOY$546,939,364TotalAssetsBOYAmt
Total Assets EOY$665,405,843TotalAssetsEOYAmt
Total Assets EOYFMV$665,405,843TotalAssetsEOYFMVAmt
Accounts Payable BOY$13,470AccountsPayableBOYAmt
Accounts Payable EOY$4,397AccountsPayableEOYAmt
Total Liabilities BOY$13,470TotalLiabilitiesBOYAmt
Total Liabilities EOY$4,397TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$546,925,894RetainedEarningBOYAmt
Retained Earning EOY$665,401,446RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$546,925,894TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$665,401,446TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$546,939,364TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$665,405,843TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$546,925,894TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$29,395,415ExcessRevenueOverExpensesAmt
Other Increases$89,080,137OtherIncreasesAmt
Subtotal$665,401,446SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$665,401,446TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$49,998,961GrossSalesPriceAmt
Cost Or Other Basis$42,606,301CostOrOtherBasisAmt
Gain Or Loss$7,392,660GainOrLossAmt
Gains Minus Excess Or Losses$7,392,660GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$7,392,660CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$7,392,660NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$234,460InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$234,460SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$234,460TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$300,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$300,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$65,540OverpaymentAmt
Applied To ES Tax$65,540AppliedToESTaxAmt
Refund$0RefundAmt

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
Org Report Or Register StateUTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (1)PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled EntityYes (1)OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressHTTPS://CALLTOACTIONPHILANTHROPIES.ORG/WebsiteAddressTxt
Individual With BooksCALL TO ACTION FOUNDATIONIndividualWithBooksNm
Phone8013641442PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1185 SOUTH STATE STREET SUITE 1300AddressLine1Txt
CitySALT LAKE CITYCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84111ZIPCd
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 PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

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
WHITNEY CALL
185 SOUTH STATE STREET SUITE 1300SALT LAKE CITYUT84111CHAIR/DIRECTOR1.00$0$0$0
LAUREN CALL
185 SOUTH STATE STREET SUITE 1300SALT LAKE CITYUT84111SECRETARY/DIRECTOR1.00$0$0$0
DREW MAGGELET
185 SOUTH STATE STREET SUITE 1300SALT LAKE CITYUT84111VICE CHAIR/DIRECTOR22.50$142,674$0$0
MONET MAGGELET
185 SOUTH STATE STREET SUITE 1300SALT LAKE CITYUT84111DIRECTOR1.00$0$0$0
CRYSTAL MAGGELET
185 SOUTH STATE STREET SUITE 1300SALT LAKE CITYUT84111DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
FJM SERVICES
185 S STATE STREET STE 1300SALT LAKE CITYUT84111MANAGEMENT SERVICES$256,376
APPLEGATE & THORNE-THOMSEN
425 SO FINANCIAL PLCHICAGOIL60605LEGAL SERVICES$117,542
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1AFFORDABLE HOUSING - CALL TO ACTION FOUNDATION IS INVESTED IN AFFORDABLE HOUSING PARTNERSHIPS AND IS THE MANAGING GENERAL PARTNER.Description1Txt
Expenses1$502,009Expenses1Amt
Description2SCHOLARSHIP PROGRAMDescription2Txt
Expenses2$377,501Expenses2Amt
Description3EARLY CHILDHOOD DEVELOPMENT PROGRAMDescription3Txt
Expenses3$433Expenses3Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1AFFORDABLE HOUSING - EQUITY INVESTMENT WITH IVORY INNOVATIONSDescription1Txt
Expenses1$7,811,016Expenses1Amt
Description2AFFORDABLE HOUSING - EQUITY INVESTMENT IN BETTENDORFDescription2Txt
Expenses2$6,510,934Expenses2Amt
All Other Program Rltd Invst Tot$10,304,269AllOtherProgramRltdInvstTotAmt
Total$24,626,219TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$510,666,805AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$4,500,126AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$39,774,040FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$554,940,971TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$554,940,971AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,324,115CashDeemedCharitableAmt
Net Vl Noncharitable Assets$546,616,856NetVlNoncharitableAssetsAmt
Minimum Investment Return$27,330,843MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$476,375ExpensesAndContributionsAmt
Program Related Invst Total$24,626,219ProgramRelatedInvstTotalAmt
Qualifying Distributions$25,102,594QualifyingDistributionsAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Private Operating Fndtn Ruling2022-08-30PrivateOperatingFndtnRulingDt
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$16,683,988CurrentYearAmt
Year1$15,057,030Year1Amt
Year2$3,496,681Year2Amt
Year3$0Year3Amt
Total$35,237,699TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$14,181,390CurrentYearAmt
Year1$12,798,476Year1Amt
Year2$2,972,179Year2Amt
Year3$0Year3Amt
Total$29,952,044TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$25,102,594CurrentYearAmt
Year1$30,190,124Year1Amt
Year2$8,343,921Year2Amt
Year3$0Year3Amt
Total$63,636,639TotalAmt

Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp

FieldValueIRS element (for citing)
Current Year$262,250CurrentYearAmt
Year1$76,000Year1Amt
Year2$0Year2Amt
Year3$0Year3Amt
Total$338,250TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$24,840,344CurrentYearAmt
Year1$30,114,124Year1Amt
Year2$8,343,921Year2Amt
Year3$0Year3Amt
Total$63,298,389TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Current Year$18,220,562CurrentYearAmt
Year1$10,038,020Year1Amt
Year2$3,827,702Year2Amt
Year3$0Year3Amt
Total$32,086,284TotalAmt

Total Support TotalSupportGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Public Support Type PublicSupportType

FieldValueIRS element (for citing)
Total$0TotalAmt

Largest Support From EO LargestSupportFromEOGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Investment Income GrossInvestmentIncomeGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerWHITNEY CALLContributingManagerNm
Contributing ManagerLAUREN CALLContributingManagerNm
Contributing ManagerDREW MAGGELETContributingManagerNm
Contributing ManagerMONET MAGGELETContributingManagerNm
Contributing ManagerCRYSTAL MAGGELETContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
UTAH STATE UNIVERSITY
LB 410033SEATTLEWA981245146PCGENERAL OPERATING SUPPORT$1,000
UNIVERSITY OF UTAH
201 SO 1460 ESALT LAKE CITYUT84112PCGENERAL OPERATING SUPPORT$4,750
SNOW COLLEGE
150 COLLEGE AVEEPHRAIMUT84627PCGENERAL OPERATING SUPPORT$1,250
HAWKEYE COMMUNITY COLLEGE
1501 E ORANGE RDWATERLOOIA50704PCGENERAL OPERATING SUPPORT$1,000
UNIVERSITY OF COLORADO BOULDER
77 UCBBOULDERCO803090077PCGENERAL OPERATING SUPPORT$25,000
UNIVERSITY OF COLORADO BOULDER
77 UCBBOULDERCO803090077PCGENERAL OPERATING SUPPORT$5,500
COLORADO MESA UNIVERSITY
1100 N AVEGRAND JUNCTIONCO81501PCGENERAL OPERATING SUPPORT$15,750
COLORADO SCHOOL OF MINES
1200 16TH STGOLDENCO80401PCGENERAL OPERATING SUPPORT$19,250
COLORADO SCHOOL OF MINES
1200 16TH STGOLDENCO80401PCGENERAL OPERATING SUPPORT$20,750
COLORADO STATE UNIVERSITY
6015 CAMPUS DELIVERYFORT COLLINSCO805236015PCGENERAL OPERATING SUPPORT$25,000
COLORADO STATE UNIVERSITY
6015 CAMPUS DELIVERYFORT COLLINSCO805236015PCGENERAL OPERATING SUPPORT$11,500
IDAHO STATE UNIVERSITY
921 SO 8TH AVEPOCATELLOID832098391PCGENERAL OPERATING SUPPORT$18,500
IOWA CENTRAL COMMUNITY COLLEGE FOUNDATION
1 TRITON CIRCLEFORT DODGEIA50501PCGENERAL OPERATING SUPPORT$6,750
UNIVERSITY OF UTAH
201 SO 1460 ESALT LAKE CITYUT84112PCGENERAL OPERATING SUPPORT$22,500
UNIVERSITY OF UTAH
201 SO 1460 ESALT LAKE CITYUT84112PCGENERAL OPERATING SUPPORT$13,250
UTAH TECH UNIVERSITY
225 SO UNIVERSITY AVEST GEORGEUT84770PCGENERAL OPERATING SUPPORT$7,000
UTAH STATE UNIVERSITY
LB 410033SEATTLEWA981245146PCGENERAL OPERATING SUPPORT$17,250
UTAH STATE UNIVERSITY
LB 410033SEATTLEWA981245146PCGENERAL OPERATING SUPPORT$11,250
UTAH STATE UNIVERSITY
LB 410033SEATTLEWA981245146PCGENERAL OPERATING SUPPORT$8,250
UTAH VALLEY UNIVERSITY
800 W UNIVERSITY PKWYOREMUT84058PCGENERAL OPERATING SUPPORT$19,250
UNIVERSITY OF UTAH
201 SO 1460 ESALT LAKE CITYUT84112PCGENERAL OPERATING SUPPORT$2,500
UTAH JOB OPPORTUNITIES FOUNDATION
201 SO MAIN STREETSALT LAKE CITYUT84111PCGENERAL OPERATING SUPPORT$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$262,250TotalGrantOrContriPdDurYrAmt
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$21,581ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10,099,956ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$7,394,771ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescEXCISE TAX REFUNDDesc
Related Or Exempt Function Incm$12,973,441RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$17,516,308ExclusionAmt
Related Or Exempt Function Incm$12,973,441RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$30,489,749TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number11ALineNumberTxt
Relationship StatementEXCISE TAX REFUNDRelationshipStatementTxt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$39,446Amt
Net Investment Income$19,723NetInvestmentIncomeAmt
Adjusted Net Income$19,723AdjustedNetIncomeAmt
Disbursements Charitable Prps$19,723DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp (4 entries)

DescDescAmtAmt
AFFORDABLE HOUSING - EQUITY INVESTMENT IN NORTH LIBERTY$4,202,917
AFFORDABLE HOUSING - EQUITY INVESTMENT IN MEADOW CREST I$2,130,241
AFFORDABLE HOUSING - EQUITY INVESTMENT IN MEADOW CREST II$2,095,007
AFFORDABLE HOUSING - EQUITY INVESTMENT IN MUSCATINE HOUSING$1,876,104

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtAny Diversion By GranteeAnyDiversionByGranteeTxtDates Of Reports By GranteeDatesOfReportsByGranteeTxtVerificationVerificationDtResults Of VerificationResultsOfVerificationTxt
VICTORY SUMMIT
2627 KILBY RDPARK CITYUT840982024-12-15$15,400,000AFFORDABLE HOUSING LOANTO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.REPORTS HAVE NOT BEEN RECEIVED AS REPORTS ARE NOT YET DUE.2024-12-31THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE. THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.
CONCORD AT MARKETPLACE
565 MARKET STWEST DES MOINESIA502662024-11-03$14,700,000INVESTMENT IN AFFORDABLE HOUSINGTO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.REPORTS HAVE NOT BEEN RECEIVED AS REPORTS ARE NOT YET DUE.2024-12-31THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE. THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990-PF, PART VII, LINE 1FormAndLineReferenceDesc
Medium ExplanationCALL TO ACTION FOUNDATION DOES NOT PAY FEES TO DIRECTORS. COMPENSATION PAID IS RELATED TO SERVICES FOR PROGRAM-RELATED WORK.MediumExplanationTxt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (8 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
JP MORGAN PROME MONEY MARKET FUNDFMV$31,323,813$31,323,813
VANGUARD INDEX FUNDS S&P 500 ETFFMV$488,040,841$488,040,841
ALPS SMITH SHORT DURATION BOND CL IFMV$16,012,549$16,012,549
KHROM INVESTMENTS OFFSHORE FUNDFMV$10,000,000$10,000,000
WATERFALL DISLOCATION OPPORTUNITY FUND II (CAYMAN), LPFMV$10,000,000$10,000,000
ECM FEEDER FUND 1FMV$8,000,000$8,000,000
GREEN TRADING CAPITAL, LPFMV$10,000,000$10,000,000
VENROCK HEALTHCARE CAPITAL PARTNERSFMV$560,000$560,000

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$173,734LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$173,734AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (14 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
THOMAS PLACE FOX LAKE IN FOX LAKE, ILLINIOIS$2,072,709$2,048,959$2,048,959
THOMAS PLACE GURNEE IN GURNEE, ILLINIOIS$1,556,837$1,492,596$1,492,596
THOMAS PLACE ORLAND PARK IN ORLAND PARK, ILLINOIS$1,593,072$1,577,072$1,577,072
THOMAS PLACE OF GLENVIEW IN GLENVIEW, ILLINOIS$2,968,099$2,794,107$2,794,107
CONCORD AT MARKETPLACE$14,700,000$14,700,000$14,700,000
CTA AFFORDABLE - GENERAL$30,800$1,179,504$1,179,504
VICTORY LOAN$15,400,000$15,400,000$15,400,000
INNOVATION PARK$13,108,511$13,108,511
NORTH LIBERTY$4,202,917$4,202,917
BETTENDORF$6,510,934$6,510,934
MEADOW CREST I$2,130,241$2,130,241
MEADOW CREST II$2,095,007$2,095,007
MUSCATINE HOUSING$1,876,104$1,876,104
IVORY$7,811,016$7,811,016

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE$10,595$5,297$10,595$0
LICENSES/FEES/PERMITS$4,105$2,053$4,105$0
BANK FEES$479$431$479$0
OTHER EXPENSES$2,035$2,035$2,035$0
SPONSORSHIPS$2,500$0$2,500$0
EXPENSES FROM FLOW-THROUGH INVESTMENTS$0$162,443$162,443$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
INCOME/(LOSS) FROM FLOW-THROUGH INVESTMENTS$0-$64,134-$64,134
EXCISE TAX REFUND$12,973,441$0$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINDesc
Amt$89,080,137Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$418,574Amt
Net Investment Income$228,752NetInvestmentIncomeAmt
Adjusted Net Income$228,752AdjustedNetIncomeAmt
Disbursements Charitable Prps$189,822DisbursementsCharitablePrpsAmt

Transfers Frm Controlled Entities TransfersFrmControlledEntities

Transfers From Controlled Ent TransfersFromControlledEntGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINDescDescAmtAmt
CTA HOLDINGS LLC
185 SOUTH STATE STREET SUITE 1200SALT LAKE CITYUT84111882726669DISTRIBUTION OF PASSTHROUGH INCOME$0
CTA AFFORDABLE LLC
185 S STATE STREET SUITE 1300SALT LAKE CITYUT84111882726669DISTRIBUTION OF PASSTHROUGH INCOME$0
FieldValueIRS element (for citing)
Total$0TotalAmt