Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
WCF FOUNDATION
 
% JEFF OCKEY
Number and street (or P.O. box number if mail is not delivered to street address)100 WEST TOWNE RIDGE PARKWAY
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SANDY, UT84070
A Employer identification number

81-2893553
B Telephone number (see instructions)

(385) 351-8147
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$0J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 4,000,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments 188,063 188,063  
4 Dividends and interest from securities... 34,029 34,029  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 410,013
b Gross sales price for all assets on line 6a 1,907,269
7 Capital gain net income (from Part IV, line 2)... 410,013
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
40,000 40,000  
12 Total. Add lines 1 through 11........ 4,672,105 672,105  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
15,000      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
58,275 2,493   8,390
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 73,275 2,493   8,390
25 Contributions, gifts, grants paid....... 1,389,365 1,389,365
26 Total expenses and disbursements. Add lines 24 and 25 1,462,640 2,493   1,397,755
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 3,209,465
b Net investment income (if negative, enter -0-) 669,612
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 4,442,298 3,111,023  
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....   Click to see attachment
List of Attached Documents:
// Content
17,500 		 
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 4,081,840 Click to see attachment
List of Attached Documents:
// Content
8,778,336 		 
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 8,524,138 11,906,859 0
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 8,524,138 11,906,859
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 8,524,138 11,906,859
30 Total liabilities and net assets/fund balances (see instructions). 8,524,138 11,906,859
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
8,524,138
2
Enter amount from Part I, line 27a .....................
2
3,209,465
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
173,256
4
Add lines 1, 2, and 3 ..........................
4
11,906,859
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
11,906,859
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a LT CAPITAL GAINS   2022-03-28 2024-12-12
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,907,269   1,497,256 410,013
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       410,013
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 410,013
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 9,308
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 9,308
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 9,308
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 3,853
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 5,508
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 9,361
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 68
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 15
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowUT
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowJEFF OCKEY Telephone no.right arrow (385) 351-8147

Located atright arrow100 WEST TOWNE RIDGE PARKWAYSANDYUT ZIP+4right arrow84070
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
Yes
 
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
Yes
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
No
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
RAY PICKUP DIRECTOR
0 		0 0 0
100 WEST TOWNE RIDGE PARKWAY
SANDY,UT84070
DALLAS BRADFORD DIRECTOR
0 		0 0 0
100 WEST TOWNE RIDGE PARKWAY
SANDY,UT84070
LANE SUMMERHAYS DIRECTOR
0 		0 0 0
100 WEST TOWNE RIDGE PARKWAY
SANDY,UT84070
MATT LYON CEO AND PRESIDENT
0 		0 0 0
100 WEST TOWNE RIDGE PARKWAY
SANDY,UT84070
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
 
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
 
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
3,592,064
b
Average of monthly cash balances.......................
1b
3,775,264
c
Fair market value of all other assets (see instructions)................
1c
1,000,000
d
Total (add lines 1a, b, and c).........................
1d
8,367,328
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
8,367,328
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
125,510
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
8,241,818
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
412,091
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
412,091
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
9,308
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
9,308
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
402,783
4
Recoveries of amounts treated as qualifying distributions................
4
27,491
5
Add lines 3 and 4............................
5
430,274
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
430,274
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
1,397,755
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,397,755
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 430,274
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:2022, 2021, 2020 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 1,357,149
b From 2020...... 3,069,415
c From 2021...... 1,294,118
d From 2022...... 375,648
e From 2023...... 1,259,891
f Total of lines 3a through e ........ 7,356,221
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,397,755
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2024 distributable amount..... 430,274
e Remaining amount distributed out of corpus 967,481
5 Excess distributions carryover applied to 2024.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 8,323,702
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		1,357,149
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		6,966,553
10 Analysis of line 9:
a Excess from 2020.... 3,069,415
b Excess from 2021.... 1,294,118
c Excess from 2022.... 375,648
d Excess from 2023.... 1,259,891
e Excess from 2024.... 967,481
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

UNITED WAY OF SALT LAKE

257 EAST 200 S STE 300
SALT LAKE CITY,UT84111 		  PC TO IMPROVE POVERTY, POOR HEALTH AND EDUCATIONAL ACHIEVEMENT 60,000

JDRF INTERNATIONAL

200 VESEY STREET 28TH FLOOR
NEW YORK,NY10281 		  PC FIND A TYPE 1 DIABETES CURE PLUS COMPANY MATCH OF EMPLOYEE CONTRIBUTIONS 15,000

KOSTOPULOS DREAM FOUNDATION

4180 E EMIGRATION CANYON
SALT LAKE CITY,UT84108 		  PC Improve the quality of life for people of all abilities through recreation, education and growth opportunities. 20,000

FAMILY PROMISE OF OGDEN

256 24TH STREET
OGDEN,UT84401 		  PC SHELTER, SAFETY, AND SUSTENANCE TO FAMILIES SEARCHING FOR WORK AND HOUSING 10,000

SCHOLARSHIPS

100 WEST TOWNE RIDGE PARKWAY
SANDY,UT84070 		  PC LEGACY OF LEARNING SCHOLARSHIPS AWARDED TO FAMILY MEMBERS OF DECEASED WORKERS'. PAID DIRECTLY TO INSTITUTIONS OF HIGHER LEARNING. 114,705

CHABAD LUBAVITCH OF UTAH

1760 SOUTH 1100 EAST
SALT LAKE CITY,UT84105 		  PC ASSIST WITH SECURITY INSTALLATION 25,000

ROCKY MOUNTAIN CENTER FOR OCCUPATIONAL HEALTH

250 EAST 200 SOUTH STE 100
SALT LAKE CITY,UT84111 		  PC One-time contribution to support the high school pathways program at the University of Utah and Weber State University. 10,000

WESTMINSTER COLLEGE

1840 S 1300 E
SALT LAKE CITY,UT84105 		  PC HONORS COLLEGE STATEWIDE ESSAY CONTEST 5,000

THE SANDY CLUB

450 EAST 8680 SOUTH
SANDY,UT84070 		  PC TO PROVIDE HEALTHY AFTER SCHOOL SNACKS, ACTIVITY SUPPLIES, AND YOUTH INCENTIVES 10,000

AMERICAN HEART ASSOCIATION

WESTERN STATES
PO BOX 5030
BOONE,IA50950 		  PC TO BE A FORCE FOR WORLD OF LONGER, HEALTHIER LIVES 45,000

PEOPLE HELPING PEOPLE

265 EAST 100 SOUTH SUITE 280
SALT LAKE CITY,UT84111 		  PC STRENGTHENING FAMILIES THROUGH SUCCESSFUL EMPLOYMENT 5,000

AMERICAN RED CROSS

6616 SOUTH 900 EAST
SALT LAKE CITY,UT84121 		  PC HURRICANE HELENE RELIEF FUND 10,000

KEM C GARDNER POLICY INSTITUTE

411 E SOUTH TEMPLE
SALT LAKE CITY,UT84111 		  PC Develop and share economic, demographic, and public policy research that sheds light and helps people make informed decisions. We also assist the David Eccles School of Business create value for students and the community, offer premier experiences, and provide thought leadership through innovative research and discovery. 200,000

HUMANE SOCIETY OF UTAH

4242 SOUTH 300 WEST
MURRAY,UT84107 		  PC TO ELIMINATE PAIN, FEAR, AND SUFFERING IN ALL ANIMALS. 2,500

SUAZO BUSINESS CENTER

960 WEST 1700 SOUTH
SALT LAKE CITY,UT84104 		  PC BUSINESS STARTUP AND BUSINESS GROWTH EDUCATION PROGRAMS. 10,000

UTAH FOUNDATION

PO Box 387
SALT LAKE CITY,UT84110 		  PC SUPPORT THOROUGH, WELL-SUPPORTED RESEARCH THAT HELPS POLICYMAKERS, BUSINESS AND COMMUNITY LEADERS, AND CITIZENS BETTER UNDERSTAND COMPLEX ISSUES AND PROVIDING PRACTICAL, WELL-REASONED RECOMMENDATIONS. 7,500

IDAHO FOODBANK WAREHOUSE

3630 EAST COMMERCIAL CT
MERIDIAN,ID83642 		  PC PROVIDE FOOD TO THOSE IN NEED 5,000

JUNIOR LEAGUE OF SALT LAKE CITY INC

526 EAST 300 SOUTH
SALT LAKE CITY,UT84102 		  PC TO SUPPORT WOMEN HELPING WOMEN CAMPAIGN 5,000

GOOD SAMARITAN FOUNDATION

6925 UNION PARK CENTER SUITE 500
COTTONWOOD HEIGHTS,UT84047 		  PC PROVIDE EDUCATIONAL, HOUSING, AND HEALTH CARE ASSISTANCE FOR IMMIGRANT & REFUGEE FAMILIES 30,000

COMMUNITY FOUNDATION OF UTAH

1245 BRICKYARD RD SUITE 410
SALT LAKE CITY,UT84106 		  PC UTAH PHILANTHROPIC BOARD HOMELESSNESS PROJECT. 100,000

THE CHURCH OF JESUS CHRIST OF LATTER-DAY SAINTS

ROY UTAH NORTH STAKE
4695 SOUTH 1900 WEST STE 3
ROY,UT84067 		  PC TO PROVIDE VOLUNTEER T-SHIRTS TO JUSTSERVE. 7,500

SACRAMENTO FOOD BANK AND FAMILY SERVICES

1951 BELL AVENUE
SACRAMENTO,CA95838 		  PC To support the poor and working poor move toward a path of financial independence and self-sufficiency 5,000

CHARITY CULTURAL SERVICES CENTER

731 COMMERCIAL STREET
SAN FRANCISCO,CA94108 		  PC TO HELP FEED 250 THANKSGIVING MEALS AND PROVIDE VARIOUS SERVICES TO THE COMMUNITY. 10,000

UNIVERSITY OF UTAH

201 S PRESIDENTS CIRCLE ROOM 411
SALT LAKE CITY,UT84112 		  PC DONATION TO ASSIST IN THE DESIGN, CONSTRUCTION, RENOVATION, AND MODERNIZATION OF THE SPENCER FOX ECCLES MEDICAL EDUCATION BUILDING. 2 of 5 PLEDGED PAYMENTS 200,000

JUNIOR ACHIEVEMENT OF UTAH INC

515 SOUTH 700 EAST STE 1F
SALT LAKE CITY,UT84102 		  PC STOREFRONT OPERATIONS SPONSORSHIP IN UTAH AND SALT LAKE COUNTIES 55,000

LOVELAND LIVING PLANET AQUARIUM

12033 S LONE PEAK PKWY
DRAPER,UT84020 		  PC SPONSORSHIP OF CONNECTIONS PLAY AND CORAL REEF AREA 35,000

SAPREA

4101 N THANKSGIVING WAY SUITE 100
LEHI,UT84043 		  PC TO LIBERATE INDIVIDUALS AND SOCIETY FROM CHILD SEXUAL ABUSE AND ITS LASTING IMPACTS. 2,500

WOMENS LEADERSHIP INSTITUTE OF UTAH

201 S MAIN ST 2300
SALT LAKE CITY,UT84111 		  PC Elevate the stature and status of women throughout State of Utah 25,000

HOMELESS ENGAGEMENT & LIFT PARTNER INC

610 EAST BELL RD 2-555
PHOENIX,AZ85022 		  PC ASSIST WITH ASSEMBLING NUTRITIOUS SNACK BAGS FOR AT RISK, HOMELESS, AND DISPLACED CHILDREN 2,500

The Rachel Covey Foundation

1141 EAST WATKINS LANE
ALPINE,UT84004 		  PC FUND BRIDLE UP HOPE SCHOLARSHIP FUND TO PROVIDE WOMEN WITH HORSEMANSHIP AND LIFE SKILLS THROUGH THE 7 HABITS TO INSPIRE HOPE, CONFIDENCE, AND RESILIENCE IN LIFE. 10,000

AMERICAN CANCER SOCIETY

PO BOX 16440
SALT LAKE CITY,UT84116 		  PC TO IMPROVE THE LIVES OF PEOPLE WITH CANCER AND THEIR FAMILIES THROUGH ADVOCACY RESEARCH, AND PATIENT SUPPORT, TO ENSURE EVERYONE HAS AN OPPORTUNITY TO PREVENT, DETECT, TREAT, AND SURVIVE CANCER. 2,500

FEEDING AMERICA

161 NORTH CLARK STREET SUITE700
CHICAGO,IL60601 		  PC Feeding America is the largest charity working to end hunger in the United States. They partner with food banks, food pantries, and local food programs to bring food to people facing hunger. They advocate for policies that create long-term solutions to hunger. 2,500

WASATCH HOMELESS HEALTHCARE

409 WEST 400 SOUTH
SALT LAKE CITY,UT84101 		  PC Fourth Street Clinic helps individuals experiencing homelessness improve their health and quality of life by providing high-quality integrated health care. 5,000

GOOD DEED REVOLUTION

47 S ORANGE STREET BLDG A STE 1
SALT LAKE CITY,UT84116 		  PC To deliver hope, help, and inspiration through media on a massive scale to those struggling with suicide ideation and mental health so they choose to live. 2,500

MAKE A WISH FOUNDATION OF UTAH

771 E WINCHESTER ST
MURRAY,UT84107 		  PC TO CREATE LIFE-CHANGING WISHES FOR CHILDREN WITH CRITICAL ILLNESSES. 2,500

NEUROWORX

90 WEST ALBION VILLAGE WAY
SANDY,UT84070 		  PC Neuroworx is a nonprofit, outpatient facility providing innovative physical, occupational, and speech therapy for adults and children affected by paralysis from spinal cord injuries, brain injuries, stroke, cerebral palsy, and similar neurological conditions. 129,560

SALT LAKE CHAMBER FOUNDATION

201 SOUTH MAIN STREET STE 2300
SALT LAKE CITY,UT84111 		  PC To support the Utah Rising campaign: A Free Enterprise Vision for Utah's Economy is a statewide, business-led plan to ensure a prosperous future for all Utahns. It includes a vision, mission, guiding principles, strategic goals, supporting measures, and key performance indicators. Six signature projects complete the plan. 50,000

SEND ME AN ANGEL FOUNDATION

9089 SOUTH 1300 WEST STE 130
WEST JORDAN,UT84088 		  PC TO PROVIDE FUNDING FOR THE MILESTONE PROJECT; ASSISTING WITH ENDING HOMELESSNESS AND DEPENDENCY. 15,000

SUCCESS IN EDUCATION

111 EAST BROADWAY STE 900
SALT LAKE CITY,UT84115 		  PC The purpose of Women Who Succeed project is to provide opportunities for girls and young women to grow confidence and leadership skills. 10,000

THE LEUKEMIA & LYMPHOMA SOCEITY

LLS UTAH DEPT 880361
PO BOX 102488
PASADENA,CA911892488 		  PC To cure blood cancer and improve the quality of life of all patients and their families. 5,000

THE ROAD HOME

1415 SOUTH MAIN STREET
SALT LAKE CITY,UT84115 		  PC The Road Home provides emergency shelter, supportive services, and housing assistance that help individuals and families step out of homelessness. 2,500

UTAH FOOD BANK

3150 SOUTH 900 WEST
SALT LAKE CITY,UT84119 		  PC TO FIGHT HUNGER STATEWIDE IN UTAH. 2,500

UTAH LABOR COMMUNITY SERVICES

2261 SOUTH REDWOOD ROAD SUITE M
SALT LAKE CITY,UT84119 		  PC Operating Engineers JATC Apprentice Graduation Funding 12,500

WARRIOR RIZEN FOUNDATION

5730 SILVER MOUNTAIN COVE
MORGAN,UT84050 		  PC DUDE RANCH HOSTS MILITARY AND LAW ENFORCEMENT TO PROMOTE WELLNESS AND MENTAL HEALTH THROUGH OUTDOOR RECREATION AND THERAPY. 5,000

WEBER STATE UNIVERSITY FOUNDATION

3850 DIXON PARKWAY DEPT 1014
OGDEN,UT84408 		  PC CATAPULT SCHOLARSHIP FUND 2,500

ARIZONA BRAINFOOD

PO BOX 242
MESA,AZ85211 		  PC TO FEED HUNGRY CHILDREN ON WEEKENDS 3,500

BETTER WORLD BARBEQUE CHARITIES

162 SCHOOL BUS ROAD
EAGAR,AZ85925 		  PC TO SUPPORT THOSE IN APACHE AND NAVAJO COUNTIES AFFECTED BY POVERTY, ILLNESS AND NATURAL DISASTERS 3,500

ALAMEDA FOOD BANK

PO BOX 2167
ALAMEDA,CA94501 		  PC PROVIDING FOOD TO THOSE IN NEED IN THE ALAMEDA COMMUNITY 5,000

ARUKAH PROJECT

230 MT HERMON ROAD SUITE 204
SCOTTS VALLEY,CA95066 		  PC TO RESTORE, RENEW, AND REBUILD THE LIVES OF SURVIVORS OF SEX TRAFFICKING. 5,800

DELTA CHINATOWN INITIATIVE

30 JAMES COURT
NOVATO,CA94945 		  PC TO ENSURE THE SAFETY OF VISITORS, RESIDENTS, AND BUSINESSES IN SAN FRANCISCO CHINATOWN. 5,000

DRIVE 4 CHANGE

10942 APRICOT STREET
OAKLAND,CA94603 		  PC TO MAKE GOLF ACCESSIBLE TO ALL. 10,000

FRIENDS OF LEAPS & BOUND PEDIATRIC THERAPYS

4211 B VALLEY VIEW AVE
NORCO,CA92860 		  PC PROVIDE PHYSICAL THERAPY, OCCUPATIONAL THERAPY, AND SPEECH THERAPY FOR CHILDREN OF ALL AGES. 5,000

HEFFERNAN FOUNDATION

1350 CARLBACK AVENUE
WALNUT CREEK,CA94596 		  PC TO SUPPORT EDUCATION, SHELTER, HUNGER NEEDS IN THE COMMUNITY. 15,000

INSURANCE INDUSTRY CHARITABLE FOUNDATION

2121 AVENUE OF THE STARS SUITE 800
LOS ANGELES,CA90067 		  PC PROVIDE GRANTS, VOLUNTEER SERVICE, AND LEADERSHIP IN THE COMMUNITY. 2,500

JACOBS & CUSHMAN SAN DIEGO FOOD BANK

9850 DISTRIBUTION AVE
SAN DIEGO,CA92121 		  PC PROVIDE FOOD ASSISTANT TO THOSE IN NEED IN SAN DIEGO 5,000

SF-MARIN FOOD BANK

900 PENNSYLVANIA AVENUE
SAN FRANCISCO,CA94107 		  PC MISSION IS TO END HUNGER IN SAN FRANCISCO AND MARIN. 5,000

A PRECIOUS CHILD

7051 W 118TH AVENUE
BROOMFIELD,CO80020 		  PC PROVIDES CHILDREN IN NEED WITH OPPORTUNITIES AND RESOURCES TO EMPOWER THEM TO ACHIEVE THEIR FULL POTENTIAL. 5,000

DENVER KIDS

780 GRANT STREET
DENVER,CO80203 		  PC The mission of Denver Kids is to empower students to positively shape their lives, successfully complete high school, and pursue postsecondary options. 4,300

WARREN VILLAGE

1323 GILPIN ST
DENVER,CO80218 		  PC Warren Village exists so low-income, single-parent families can achieve sustainable personal and economic self-sufficiency. 5,000

Boys & Girls Clubs of the Lewis Clark Valley

1021 BURRELL AVENUE
LEWISTON,ID83501 		  PC To enable all young people, especially those who need us most, to reach their full potential as productive, caring, responsible citizens. 3,000

Congregation Kol Ami

2425 EAST HERITAGE WAY
SALT LAKE CITY,UT84109 		  PC TO ASSIST WITH SECURITY EXPENSES 15,000
Total .................................right arrow 3a 1,389,365
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
aNONE          
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		        188,063
4 Dividends and interest from securities ....         34,029
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		        410,013
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aUTAH HOUSING PRESERVATION FUND 		        40,000
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..     672,105
13Total. Add line 12, columns (b), (d), and (e)..................
13
672,105
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
Yes
 
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
1a(1) 50,000 UTAH BLACK CHAMBER FINANCIAL CAPACITY SPONSORSHIP
1a(1) 3,000 UTAH DIVISION OF CUL YOUTH LEADERSHIP SUMMIT
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
WCF FOUNDATION
 
Employer identification number

81-2893553
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
WCF FOUNDATION
  		Employer identification number
81-2893553
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
WCF MUTUAL INSURANCE COMPANY
100 WEST TOWNE RIDGE PARKWAY
 
SANDY, UT84070

$ 4,000,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
WCF FOUNDATION
  		Employer identification number

81-2893553
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
WCF FOUNDATION
  		Employer identification number

81-2893553
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

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TY 2024 DepreciationSchedule
Name:
WCF FOUNDATION
EIN:
81-2893553
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

TY 2024 InvestmentsOtherSchedule2
Name:
WCF FOUNDATION
EIN:
81-2893553
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ISHARES RUSSELL MID-CAP VALUE FMV 243,806  
ISHARES TR RUS MD CP GR ETF FMV 288,103  
ISHARES RUSSELL 1000 VALUE ETF FMV 417,468  
ISHARES TR RUS 1000 GRW ETF FMV 542,936  
ISHARES S&P SMALLCAP 600 VALUE FMV 159,439  
ISHARES TR S&P SMALL CAP 600 FMV 162,985  
UTAH HOUSING PRESERVATION FUND AT COST 1,000,000  
PIMCO INCOME FUND CL A FMV 5,963,599  

TY 2024 OtherExpensesSchedule
Name:
WCF FOUNDATION
EIN:
81-2893553
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK FEES 2,493 2,493    
INSURANCE 1,723     1,723
SOFTWARE 6,667     6,667
PENALTIES 3,392      
TAXABLE EXPENDITURE 56,000      
REIMBURSEMENTS -12,000      


TY 2024 OtherIncomeSchedule2
Name:
WCF FOUNDATION
EIN:
81-2893553
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
UTAH HOUSING PRESERAVATION FUND LLC K-1 40,000 40,000  


TY 2024 OtherIncreasesSchedule
Name:
WCF FOUNDATION
EIN:
81-2893553
Description Amount
UNREALIZED GAIN ON INVESTMENTS 173,256


TY 2024 OtherReceivablesOfficersSch
Name:
WCF FOUNDATION
EIN:
81-2893553
Travel Advance to Officers:  


Item No. 1
Borrower's Name WCF MUTUAL INSURANCE COMPANY
Borrower's Title  
Original Amount of Loan 17500
Balance Due 17500
Date of Note  
Maturity Date  
Repayment Terms  
Interest Rate  
Security Provided by Borrower  
Purpose of Loan  
Description of Lender Consideration  
Consideration FMV  


TY 2024 TaxesSchedule
Name:
WCF FOUNDATION
EIN:
81-2893553
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAXABLE EXPENDITURE SEC 4945 11,200      
FEDERAL EXCISE TAXE ON INVEST 3,800