CALL FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CALL FOUNDATION (EIN 20-8389909)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202513219349108356
- 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
- Form 990-PF
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T18:31:16-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 1015 2ND AVE SUITE 500 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 1200 | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84111 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WHITNEY CALL | PersonNm |
| Person Title | CHAIR | PersonTitleTxt |
| Phone | 8013641442 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | REBEKAH STANLEY | PreparerPersonNm |
| PTIN | P01696711 | PTIN |
| Phone | 2067167000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $82,824,391 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $4,879 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,009 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $907,251 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,510,190 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,077,387 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $30,772,397 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,429,648 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $13,989,517 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,944,847 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $128,781 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $430 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $128,351 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $25,194 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $25,194 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $45,677 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $28,776 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $16,901 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $135,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12,004 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $22,716 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,831 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $21,321 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $357,368 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $54,041 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $191,767 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,542,447 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,542,447 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,899,815 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $54,041 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,734,214 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $10,089,702 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,890,806 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $13,279 | CashBOYAmt |
| Cash EOY | $89,097 | CashEOYAmt |
| Cash EOYFMV | $89,097 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,698,591 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,680,004 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,680,004 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $71,921,534 | CorporateStockBOYAmt |
| Corporate Stock EOY | $72,415,290 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $72,415,290 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,640,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,640,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $74,633,404 | TotalAssetsBOYAmt |
| Total Assets EOY | $82,824,391 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $82,824,391 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $7 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $74,633,404 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $82,824,384 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $74,633,404 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $82,824,384 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $74,633,404 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $82,824,391 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $74,633,404 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $10,089,702 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $84,723,106 | SubtotalAmt |
| Other Decreases | $1,898,722 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $82,824,384 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $30,188,367 | $15,342,749 | $14,845,618 | $14,845,618 | |
| CAPITAL GAINS DIVIDENDS | $584,030 | $584,030 | $584,030 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,429,648 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $234,782 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $234,782 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $234,782 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $214,204 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $234,204 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $3,625 | EsPenaltyAmt |
| Tax Due | $4,203 | TaxDueAmt |
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 | Yes (1) | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| WHITNEY CALL | ||||||||
| 185 SOUTH STATE STREET SUITE 1300 | SALT LAKE CITY | UT | 84111 | CHAIR/PRESIDENT | 1.00 | $0 | $0 | $0 |
| DREW MAGGELET | ||||||||
| 185 SOUTH STATE STREET SUITE 1300 | SALT LAKE CITY | UT | 84111 | VICE CHAIR | 8.00 | $430 | $0 | $0 |
| LAUREN CALL | ||||||||
| 185 SOUTH STATE STREET SUITE 1300 | SALT LAKE CITY | UT | 84111 | TREASURER | 0.25 | $0 | $0 | $0 |
| CRYSTAL CALL MAGGELET | ||||||||
| 185 SOUTH STATE STREET SUITE 1300 | SALT LAKE CITY | UT | 84111 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| KATHLEEN TOBEY | ||||||||
| 185 SOUTH STATE STREET SUITE 1300 | SALT LAKE CITY | UT | 84111 | EXECUTIVE DIRECTOR | 8.00 | $2,140 | $0 | $0 |
| MONET MAGGELET | ||||||||
| 185 SOUTH STATE STREET SUITE 1300 | SALT LAKE CITY | UT | 84111 | SECRETARY | 0.25 | $1,545 | $0 | $0 |
| KORI REYNOLDS | ||||||||
| 185 SOUTH STATE STREET SUITE 1300 | SALT LAKE CITY | UT | 84111 | DIRECTOR | 1.00 | $5,975 | $0 | $0 |
| SHERI WIDERBURG | ||||||||
| 185 SOUTH STATE STREET SUITE 1300 | SALT LAKE CITY | UT | 84111 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| MICHAELA PRATT | ||||||||
| 185 SOUTH STATE STREET SUITE 1300 | SALT LAKE CITY | UT | 84111 | DIR. STRATEGIC PARTNERSHIPS & COMM. | 30.00 | $118,690 | $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 | $70,352,004 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,074,630 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,557,468 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $80,984,102 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $80,984,102 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,214,762 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $79,769,340 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,988,467 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,988,467 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $234,782 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $234,782 | TotalTaxAmt |
| Distributable Before Adj | $3,753,685 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,753,685 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,753,685 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,734,214 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,734,214 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,753,685 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $220,744 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $224,036 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $622,207 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $295,137 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,362,124 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,734,214 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,734,214 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $19,471 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $19,471 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,342,653 | 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 | $201,273 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,141,380 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $224,036 | ExcessFromYear3Amt |
| Excess From Year2 | $622,207 | ExcessFromYear2Amt |
| Excess From Year1 | $295,137 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CRYSTAL CALL MAGGELET | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (73 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | ||||||
| PO BOX 6704 | HAGERSTOWN | MD | 21741 | PC | GENERAL OPERATIONS | $2,169 |
| AMERICAN RED CROSS | ||||||
| 6616 SO 900 E | SALT LAKE CITY | UT | 841212492 | PC | GENERAL OPERATIONS | $3,750 |
| BOUNTIFUL COMMUNITY FOOD PANTRY | ||||||
| 480 E 150 N | BOUNTIFUL | UT | 84010 | PC | GENERAL OPERATIONS | $1,000 |
| BOUNTIFUL COMMUNITY FOOD PANTRY | ||||||
| 480 E 150 N | BOUNTIFUL | UT | 84010 | PC | GENERAL OPERATIONS | $1,000 |
| BOUNTIFUL COMMUNITY FOOD PANTRY | ||||||
| 480 E 150 N | BOUNTIFUL | UT | 84010 | PC | GENERAL OPERATIONS | $6,000 |
| BRIDGERLAND TECHNICAL COLLEGE | ||||||
| 1301 NO 600 W | LOGAN | UT | 84321 | PC | GENERAL OPERATIONS | $10,000 |
| CHILDREN'S SERVICE SOCIETY | ||||||
| 655 E 4500 SO | SALT LAKE CITY | UT | 84107 | PC | GENERAL OPERATIONS | $105,000 |
| CITY OF NORTH SALT LAKE CITY | ||||||
| 10 E CENTER STREET | NORTH SALT LAKE | UT | 84054 | PC | GENERAL OPERATIONS | $50,000 |
| COMMUNITY ACTION SERVICES AND FOOD BANK | ||||||
| 815 SO FREEDOM BLVD | PROVO | UT | 84601 | PC | GENERAL OPERATIONS | $10,000 |
| CROHN'S & COLITIS FOUNDATION | ||||||
| 7535 E HAMPDEN AVE | DENVER | CO | 80231 | PC | GENERAL OPERATIONS | $500 |
| CROSSROADS URBAN CENTER | ||||||
| 347 SO 400 E | SALT LAKE CITY | UT | 84111 | PC | GENERAL OPERATIONS | $50,000 |
| DAVIS EDUCATION FOUNDATION | ||||||
| 45 E STATE ST | FARMINGTON | UT | 84025 | PC | GENERAL OPERATIONS | $10,000 |
| DAVIS EDUCATION FOUNDATION | ||||||
| 45 E STATE ST | FARMINGTON | UT | 84025 | PC | GENERAL OPERATIONS | $55,697 |
| DAVIS EDUCATION FOUNDATION | ||||||
| 45 E STATE ST | FARMINGTON | UT | 84025 | PC | GENERAL OPERATIONS | $100,000 |
| DAVIS TECHNICAL COLLEGE FOUNDATION INC | ||||||
| 550 E 300 SO | KAYSVILLE | UT | 840372661 | PC | GENERAL OPERATIONS | $10,000 |
| EARLY LIGHT ACADEMY PEAK | ||||||
| 11709 VADANIA DR | SOUTH JORDAN | UT | 84009 | PC | GENERAL OPERATIONS | $2,000 |
| ENGINEERS WITHOUT BORDERS USA | ||||||
| 1031 33RD ST | DENVER | CO | 80205 | PC | GENERAL OPERATIONS | $2,000 |
| ENGLISH SKILLS LEARNING CENTER | ||||||
| 650 E 4500 SO | SALT LAKE CITY | UT | 841073075 | PC | GENERAL OPERATIONS | $50,000 |
| FEEDING AMERICA | ||||||
| 35 E WACKER DR | CHICAGO | IL | 606012314 | PC | GENERAL OPERATIONS | $1,000,000 |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | ||||||
| PO BOX 770001 | CINCINNATI | OH | 45277 | PC | GENERAL OPERATIONS | $100,000 |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | ||||||
| PO BOX 770001 | CINCINNATI | OH | 45277 | PC | GENERAL OPERATIONS | $100,000 |
| FRIENDS OF THE CHILDREN-UTAH | ||||||
| 5361 SO 4220 W | KEARNS | UT | 84118 | PC | GENERAL OPERATIONS | $105,000 |
| FRIENDS OF THE CHILDREN-UTAH | ||||||
| 5361 SO 4220 W | KEARNS | UT | 84118 | PC | GENERAL OPERATIONS | $1,000 |
| GDM HABITAT FOR HUMANITY | ||||||
| PO BOX 716 | DES MOINES | IA | 503030716 | PC | GENERAL OPERATIONS | $25,000 |
| HABITAT FOR HUMANITY SALT LAKE VALLEY | ||||||
| 1276 SO 500 W | SALT LAKE CITY | UT | 84101 | PC | GENERAL OPERATIONS | $100,000 |
| HEAL AND BE HEALTHY | ||||||
| 2122 W 1800 NO | CLINTON | UT | 84015 | PC | GENERAL OPERATIONS | $2,000 |
| HELPER CITY | ||||||
| 58 SO MAIN ST | HELPER | UT | 84526 | PC | GENERAL OPERATIONS | $10,000 |
| HOLY CROSS MINISTRIES | ||||||
| 860 E 4500 SO | SALT LAKE CITY | UT | 84107 | PC | GENERAL OPERATIONS | $5,000 |
| HOPE FOR THE WARRIORS | ||||||
| MSC 7613 | NASHVILLE | TN | 37241 | PC | GENERAL OPERATIONS | $797 |
| LIBERTY VILLAGE UTAH | ||||||
| 1568 SO RIVER RD | ST GEORGE | UT | 84790 | PC | GENERAL OPERATIONS | $10,000 |
| MIRACLE OF AGRICULTURE FOUNDATION | ||||||
| 9865 SO STATE ST | SANDY | UT | 840703205 | PC | GENERAL OPERATIONS | $20,000 |
| MT CARMEL VETERANS SERVICE CENTER | ||||||
| 530 COMMUNICATION CIRCLE | COLORADO SPRINGS | CO | 80905 | PC | GENERAL OPERATIONS | $25,000 |
| OGDEN RESCUE MISSION | ||||||
| PO BOX 625 | OGDEN | UT | 84402 | PC | GENERAL OPERATIONS | $4,500 |
| OGDEN-WEBER TECHNICAL COLLEGE FOUNDATION | ||||||
| 200 NO WASHINGTON BLVD | OGDEN | UT | 84404 | PC | GENERAL OPERATIONS | $10,000 |
| PREVENT CHILD ABUSE | ||||||
| 3544 LINCOLN AVE | OGDEN | UT | 84401 | PC | GENERAL OPERATIONS | $155,000 |
| SALT LAKE COMMUNITY COLLEGE FOUNDATION | ||||||
| PO BOX 30015 | SALT LAKE CITY | UT | 84130 | PC | GENERAL OPERATIONS | $48,000 |
| SALT LAKE COMMUNITY COLLEGE FOUNDATION | ||||||
| PO BOX 30015 | SALT LAKE CITY | UT | 84130 | PC | GENERAL OPERATIONS | $6,000 |
| SALT LAKE COMMUNITY COLLEGE FOUNDATION | ||||||
| PO BOX 30015 | SALT LAKE CITY | UT | 84130 | PC | GENERAL OPERATIONS | $25,000 |
| SANDAL BLUE FOUNDATION | ||||||
| 343 CHOKECHERRY CIRCLE | RICHMOND | UT | 84333 | PC | GENERAL OPERATIONS | $3,000 |
| SECOND HARVEST NORTHERN LAKES FOOD BANK | ||||||
| 4503 AIRPARK BOULEVARD | DULUTH | MN | 55811 | PC | GENERAL OPERATIONS | $500 |
| SNOW COLLEGE FOUNDATION | ||||||
| 150 EAST COLLEGE AVENUE | EPHRAIM | UT | 84627 | PC | GENERAL OPERATIONS | $6,850 |
| SOUTHERN UTAH UNIVERSITY | ||||||
| 10 N MAIN ST | CEDAR CITY | UT | 84720 | PC | GENERAL OPERATIONS | $25,000 |
| SOUTHERN UTAH UNIVERSITY | ||||||
| 10 N MAIN ST | CEDAR CITY | UT | 84720 | PC | GENERAL OPERATIONS | $21,320 |
| SOUTHERN UTAH UNIVERSITY | ||||||
| 10 N MAIN ST | CEDAR CITY | UT | 84720 | PC | GENERAL OPERATIONS | $7,500 |
| SOUTHERN UTAH UNIVERSITY | ||||||
| 10 N MAIN ST | CEDAR CITY | UT | 84720 | PC | GENERAL OPERATIONS | $7,500 |
| SOUTHERN UTAH UNIVERSITY | ||||||
| 10 N MAIN ST | CEDAR CITY | UT | 84720 | PC | GENERAL OPERATIONS | $13,462 |
| THE BEST SEAT IN THE HOUSE | ||||||
| 1570 E 8600 SO | SANDY | UT | 840931363 | PC | GENERAL OPERATIONS | $3,000 |
| THE CANDY BOMBER FOUNDATION | ||||||
| 2050 N 300 W 2 | SPANISH FORK | UT | 84660 | PC | GENERAL OPERATIONS | $2,000 |
| THE CHILDREN'S CENTER UTAH | ||||||
| 350 SO 400 E | SALT LAKE CITY | UT | 84111 | PC | GENERAL OPERATIONS | $110,000 |
| THE CHILDREN'S CENTER UTAH | ||||||
| 350 SO 400 E | SALT LAKE CITY | UT | 84111 | PC | GENERAL OPERATIONS | $1,000 |
| THE INTERNATIONAL RESCUE COMMITTEE OF SALT LAKE CITY | ||||||
| 221 SO 400 W | SALT LAKE CITY | UT | 84110 | PC | GENERAL OPERATIONS | $5,000 |
| THE SALT LAKE TRIBUNE | ||||||
| 90 SO 400 W | SALT LAKE CITY | UT | 84101 | PC | GENERAL OPERATIONS | $68,958 |
| TRI-LAKES CARES | ||||||
| 235 JEFFERSON ST | MONUMENT | CO | 801329188 | PC | GENERAL OPERATIONS | $10,000 |
| UINTAH BASIN TECHNICAL COLLEGE FOUNDATION | ||||||
| 1100 E LAGOON ST | ROOSEVELT | UT | 84066 | PC | GENERAL OPERATIONS | $25,000 |
| UNITED WAY OF CENTRAL IOWA | ||||||
| 1111 9TH ST | DES MOINES | IA | 50314 | PC | GENERAL OPERATIONS | $5,000 |
| UNIVERSITY OF UTAH | ||||||
| 332 SO 1400 E | SALT LAKE CITY | UT | 84112 | PC | GENERAL OPERATIONS | $151,412 |
| UTAH CLEAN AIR PARTNERSHIP INC | ||||||
| 195 N 1950 W UCAIR | SALT LAKE CITY | UT | 84116 | PC | GENERAL OPERATIONS | $100,000 |
| UTAH COMMUNITY ACTION PROGRAM | ||||||
| 1307 SO 900 W | SALT LAKE CITY | UT | 84104 | PC | GENERAL OPERATIONS | $50,000 |
| UTAH COMMUNITY ACTION PROGRAM | ||||||
| 1307 SO 900 W | SALT LAKE CITY | UT | 84104 | PC | GENERAL OPERATIONS | $3,000 |
| UTAH FOOD BANK | ||||||
| 3150 S 900 W | SALT LAKE CITY | UT | 84119 | PC | GENERAL OPERATIONS | $25,000 |
| UTAH OFFICE OF ENERGY DEVELOPMENT | ||||||
| 60 E SOUTH TEMPLE | SALT LAKE CITY | UT | 84111 | PC | GENERAL OPERATIONS | $15,000 |
| UTAH STATE UNIVERSITY | ||||||
| 1590 OLD MAIN HILL | LOGAN | UT | 843221590 | PC | GENERAL OPERATIONS | $50,000 |
| UTAH STATE UNIVERSITY | ||||||
| 1590 OLD MAIN HILL | LOGAN | UT | 843221590 | PC | GENERAL OPERATIONS | $4,000 |
| UTAH STATE UNIVERSITY | ||||||
| 1590 OLD MAIN HILL | LOGAN | UT | 843221590 | PC | GENERAL OPERATIONS | $95,000 |
| UTAH STATE UNIVERSITY | ||||||
| 1590 OLD MAIN HILL | LOGAN | UT | 843221590 | PC | GENERAL OPERATIONS | $31,807 |
| UTAH TECH UNIVERSITY | ||||||
| 222 SO UNIVERSITY AVE | ST GEORGE | UT | 84770 | PC | GENERAL OPERATIONS | $18,000 |
| UTAH VALLEY PRESERVATION ALLIANCE | ||||||
| 462 E 800 NO | OREM | UT | 84097 | PC | GENERAL OPERATIONS | $50,000 |
| UTAH VALLEY UNIVERSITY FOUNDATION | ||||||
| 800 W UNIVERSITY PARKWAY | OREM | UT | 840586703 | PC | GENERAL OPERATIONS | $54,000 |
| UTAH'S PROMISE | ||||||
| 257 E 200 SO STE 300 | SALT LAKE CITY | UT | 84111 | PC | GENERAL OPERATIONS | $100,000 |
| VOICES FOR UTAH CHILDREN | ||||||
| 747 E SOUTH TEMPLE | SALT LAKE CITY | UT | 84102 | PC | GENERAL OPERATIONS | $45,000 |
| WEBER STATE UNIVERSITY | ||||||
| 1265 VILLAGE DR | OGDEN | UT | 84408 | PC | GENERAL OPERATIONS | $96,000 |
| WESTMINSTER COLLEGE | ||||||
| 1840 S 1300 E | SALT LAKE CITY | UT | 84105 | PC | GENERAL OPERATIONS | $14,750 |
| YWCA UTAH | ||||||
| 322 E 300 SO | SALT LAKE CITY | UT | 84111 | PC | GENERAL OPERATIONS | $102,975 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,542,447 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,879 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $907,251 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $13,077,387 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $13,989,517 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,989,517 | 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 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| FORM 990-PF, PART VII, LINE 1 | CALL FOUNDATION DOES NOT PAY FEES TO DIRECTORS. COMPENSATION PAID IS RELATED TO SERVICES FOR PROGRAM-RELATED WORK. |
| FORM 990-PF, PART VII, LINE 3 | NAME: FJ SERVICESADDRESS: 185 STATE ST., STE. 1300, SALT LAKE CITY, UT 84111TYPE OF SERVICE: PROFESSIONAL PERSONAL SERVICESTOTAL COMPENSATION PAID: $162,816NAME: FJ SERVICESADDRESS: 185 STATE ST., STE. 1300, SALT LAKE CITY, UT 84111TYPE OF SERVICE: COMPENSATION REPORTED ON PART VII, LINE 1COMPENSATION: $128,780NAME: FJ SERVICESADDRESS: 185 STATE ST., STE. 1300, SALT LAKE CITY, UT 84111TYPE OF SERVICE: NET COMPENSATION (BELOW THRESHOLD FOR PART VII, LINE 3)COMPENSATION: $34,036 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES MSCI EAFE ETF | $3,789,982 | $3,789,982 |
| ISHARES INC CORE MSCI EMERGING MKTS | $1,643,817 | $1,643,817 |
| VANGUARD WHITEHALL FDS HIGH DIV YLG | $6,170,437 | $6,170,437 |
| VANGUARD INDEX FUNDS S&P 500 ETF USD | $39,269,041 | $39,269,041 |
| VANGUARD MID CAP INDEX FUND CL I | $12,052,453 | $12,052,453 |
| VANGUARD DIVIDEND GROWTH INVESTOR CL | $6,031,514 | $6,031,514 |
| ISHARES CORE US AGGREGATE BOND ETF | $956,085 | $956,085 |
| ALPS SMITH SHORT DURATION BOND CL I | $2,501,961 | $2,501,961 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| KHROM INVESTMENTS OFFSHORE FUND | FMV | $2,000,000 | $2,000,000 |
| WATERFALL DISLOCATION OPPORTUNITY FUND II (CAYMAN), LP | FMV | $1,000,000 | $1,000,000 |
| ECM FEEDER FUND 1 | FMV | $1,500,000 | $1,500,000 |
| GREEN TRADING CAPITAL, LP | FMV | $2,000,000 | $2,000,000 |
| VENROCK HEALTHCARE CAPITAL PARTNERS | FMV | $140,000 | $140,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $1,898,722 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $1,428 | $143 | $1,285 |
| DUES AND SUBSCRIPTIONS | $1,566 | $0 | $1,566 |
| LICENSE/FEES/PERMITS | $122 | $61 | $61 |
| TRAVEL-LODGING | $1,970 | $0 | $1,970 |
| TRAVEL-MEALS | $261 | $0 | $131 |
| INSURANCE | $9,001 | $0 | $9,001 |
| MEALS AND ENTERTAINMENT | $2,122 | $0 | $1,061 |
| TRAINING AND SEMINARS | $5,120 | $0 | $5,120 |
| EVENTS | $1,126 | $0 | $1,126 |
| PARTNERSHIP EXPENSES | $0 | $12,627 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO MONEY MARKET | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $7 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROFESSIONAL FEES | $45,677 | $28,776 | $16,901 |
| $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAX EXPENSE | $135,000 | $0 | $0 |
| FOREIGN TAXES PAID | $0 | $12,004 | $0 |