2024-11-15T19:34:20-06:00 2023-12-31 861065772 DELOITTE TAX LLP 1015 2ND AVE SUITE 500 SEATTLE WA 98104 990PF 2023-01-01 882726669 CALL TO ACTION FOUNDATION CALL 8013641442 185 SOUTH STATE STREET SUITE 1200 SALT LAKE CITY UT 84111 WHITNEY CALL CHAIR 8013641442 2024-11-14 1 1 JANE M SEARING P00000565 2067167000 2023 2024-10-15 13:58:12Z X 546939364 X X 15440576 15992205 15992205 116362638 512307182 285166 0 159164 2390066 5413452 131962378 18667437 21405657 94457 0 94457 0 35677 0 35677 0 30794 15397 30794 0 161082 146370 146370 14712 4149 4149 4149 0 41706086 0 0 0 38973 0 32390 6583 603 603 603 0 41705 1765828 1779050 -7171 42113526 1932347 2123490 14124 76000 76000 42189526 1932347 2123490 90124 89772852 16735090 19282167 83756 -571 -571 16854 16854 384767000 508601564 508601564 8190717 38321517 38321517 393041473 546939364 546939364 169 13470 3200000 0 0 3200169 13470 X 0 0 0 0 389841304 546925894 389841304 546925894 393041473 546939364 389841304 89772852 67311738 546925894 0 546925894 FROM SCHEDULES K-1 P 65407 65407 DISPOSAL OF PILOT TRAVEL CENTERS D 164439 164439 PUBLICLY TRADED SECURITIES P 55320 55320 285166 0 232618 0 232618 0 232618 6800000 0 0 0 6800000 X 0 6567382 300000 6267382 0 0 0 0 0 0 0 0 1 1 0 1 1 UT 1 1 1 1 0 1 HTTPS://CALLTOACTIONFDN.ORG/ CALL TO ACTION FOUNDATION 8013641442 185 SOUTH STATE STREET SUITE 1300 SALT LAKE CITY UT 84111 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 WHITNEY CALL 185 SOUTH STATE STREET SUITE 1300 SALT LAKE CITY UT 84111 CHAIR/DIRECTOR 1.00 1140 0 0 LAUREN CALL 185 SOUTH STATE STREET SUITE 1300 SALT LAKE CITY UT 84111 SECRETARY/DIRECTOR 1.00 0 0 0 DREW MAGGELET 185 SOUTH STATE STREET SUITE 1300 SALT LAKE CITY UT 84111 VICE CHAIR/DIRECTOR 22.50 89984 0 0 MONET MAGGELET 185 SOUTH STATE STREET SUITE 1300 SALT LAKE CITY UT 84111 DIRECTOR 1.00 3334 0 0 CRYSTAL MAGGELET 185 SOUTH STATE STREET SUITE 1300 SALT LAKE CITY UT 84111 DIRECTOR 1.00 0 0 0 NONE 0 FJM SERVICES 185 S STATE STREET STE 1300 SALT LAKE CITY UT 84111 MGMT SVCS (INCL PART VII LINE 1 COMPENS.) 264883 0 AFFORDABLE HOUSING - CALL TO ACTION FOUNDATION IS INVESTED IN AFFORDABLE HOUSING PARTNERSHIPS AND IS THE MANAGING GENERAL PARTNER. 2767 AFFORDABLE HOUSING - SPARKS FEASABILITY STUDY AND OTHER RELATED EXPENSES. 16854 AFFORDABLE HOUSING - INVESTMENT IN CONCORD AT MARKETPLACE. 14700000 AFFORDABLE HOUSING - LOAN TO THE UTAH PRESERVATION FUND FOR AFFORDABLE HOUSING PURPOSES. 15400000 30100000 221511414 40704055 43511021 305726490 0 0 305726490 4585897 301140593 15057030 X 90124 30100000 30190124 2022-08-30 X 15057030 3496681 0 0 18553711 12798476 2972179 0 0 15770654 30190124 8343921 0 0 38534045 76000 0 0 0 76000 30114124 8343921 0 0 38458045 0 0 10038020 3827702 0 0 13865722 0 0 0 0 WHITNEY CALL LAUREN CALL DREW MAGGELET MONET MAGGELET CRYSTAL MAGGELET X UTAH FOUNDATION 324 S 400 W SUITE 275 SALT LAKE CITY UT 84101 PC GENERAL OPERATING SUPPORT 40000 THE CENTER FOR ECONOMIC OPPORTUNITY AND BELONGING 650 SOUTH 500 WEST SALT LAKE CITY UT 84101 PC GENERAL OPERATING SUPPORT 25000 RONALD MCDONALD HOUSE CHARITIES 935 E S TEMPLE ST SALT LAKE CITY UT 84101 PC GENERAL OPERATING SUPPORT 5000 UNITED WAY OF SALT LAKE 257 E 200 S 300 SALT LAKE CITY UT 84101 PC GENERAL OPERATING SUPPORT 5000 THE CHILDREN'S CENTER UTAH 3725 W 4100 S SALT LAKE CITY UT 84101 PC GENERAL OPERATING SUPPORT 1000 76000 0 14 15440576 16 159164 18 116362638 0 131962378 0 131962378 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 30794 15397 30794 0 VICTORY SUMMIT 2627 KILBY RD PARK CITY UT 84098 2024-12-15 15400000 AFFORDABLE HOUSING LOAN TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. REPORTS HAVE NOT BEEN RECEIVED AS REPORTS ARE NOT YET DUE. 2023-12-31 THE 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 ST WEST DES MOINES IA 50266 2024-11-03 14700000 INVESTMENT IN AFFORDABLE HOUSING TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. REPORTS HAVE NOT BEEN RECEIVED AS REPORTS ARE NOT YET DUE. 2023-12-31 THE 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. FORM 990-PF, PART VII, LINE 1 CALL TO ACTION FOUNDATION DOES NOT PAY FEES TO DIRECTORS. COMPENSATION PAID IS RELATED TO SERVICES FOR PROGRAM-RELATED WORK. JP MORGAN PROME MONEY MARKET FUND FMV 73430229 73430229 VANGUARD INDEX FUNDS S&P 500 ETF FMV 435171335 435171335 LEGAL FEES 35677 0 35677 0 THOMAS PLACE FOX LAKE IN FOX LAKE, ILLINIOIS 2072709 2072709 2072709 THOMAS PLACE GURNEE IN GURNEE, ILLINIOIS 1556837 1556837 1556837 THOMAS PLACE ORLAND PARK IN ORLAND PARK, ILLINOIS 1593072 1593072 1593072 THOMAS PLACE OF GLENVIEW IN GLENVIEW, ILLINOIS 2968099 2968099 2968099 CONCORD AT MARKETPLACE 0 14700000 14700000 CTA AFFORDABLE - GENERAL 0 30800 30800 VICTORY LOAN 0 15400000 15400000 DUES AND SUBSCRIPTIONS 12545 6273 12545 0 BANK EXPENSES 8352 7517 7517 835 OTHER PARTNERSHIP DEDUCTIONS 0 1743475 1743475 0 INSURANCE 10591 5296 5296 5295 OTHER EXPENSES 3267 3267 3267 0 SPONSORSHIPS 6950 0 6950 0 ACCRUAL TO CASH ADJUSTMENT 0 0 0 -13301 INCOME/(LOSS) FROM FLOW-THROUGH INVEST. 0 2230902 5254288 LICENSE/FEES/PERMITS 159164 159164 159164 UNREALIZED GAIN 56078738 PRIOR PERIOD ADJUSTMENT - DISTRIBUTION FROM INVESTMENT 11233000 0 0 PROFESSIONAL FEES 161082 146370 146370 14712 FJ MANAGEMENT INC SUBS 185 SOUTH STATE ST SUITE 1300 SALT LAKE CITY UT 84111 EXCISE TAXES 5060496 0 0 0 UNRELATED BUSINESS INCOME TAX 36645590 0 0 0 CTA HOLDINGS LLC 185 SOUTH STATE STREET SUITE 1200 SALT LAKE CITY UT 84111 882726669 DISTRIBUTION OF PASSTHROUGH INCOME 0 11233000