WADMAN FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
WADMAN FOUNDATION (EIN 84-1392243)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-08-01
IRS object ID
202312139349100211
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-08-01T10:31:49-04:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN870491872PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CHILD RICHARDS CPAS & ADVISORSBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12490 WALL AVEAddressLine1Txt
CityOGDENCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84401ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN841392243EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WADMAN FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWADMBusinessNameControlTxt
Phone8016214185PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12920 S 925 WAddressLine1Txt
CityOGDENCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84401ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID L WADMANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8016214185PhoneNum
Signature2023-07-31SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDAVIDPersonFirstNm
Person LastWADMANPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRYAN CHILDPreparerPersonNm
PTINP00862575PTIN
Phone8016210440PhoneNum
Preparation2023-07-18PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$9,656,338FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,000,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$21,205InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$21,205InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$21,205InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$152,872DividendsRevAndExpnssAmt
Dividends Net Invst Incm$152,872DividendsNetInvstIncmAmt
Dividends Adj Net Incm$152,872DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$191,080NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,726,521GrossSalesPriceAmt
Total Rev And Expnss$1,365,157TotalRevAndExpnssAmt
Total Net Invst Incm$174,077TotalNetInvstIncmAmt
Total Adj Net Incm$174,077TotalAdjNetIncmAmt
Other Expenses Rev And Expnss$65,523OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$65,523OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$65,523OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$65,523TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$65,523TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$65,523TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,071,750ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,071,750ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,137,273TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$65,523TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$65,523TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$1,071,750TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$227,884ExcessRevenueOverExpensesAmt
Net Investment Income$108,554NetInvestmentIncomeAmt
Adjusted Net Income$108,554AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$471,283CashBOYAmt
Cash EOY$1,056,628CashEOYAmt
Cash EOYFMV$1,056,628CashEOYFMVAmt
Other Nts And Loans Rcvbl$200,000OtherNtsAndLoansRcvblAmt
Other Nts And Loans Rcvbl BOY$200,000OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$200,000OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$200,000OtherNtsAndLoansRcvblEOYFMVAmt
Corporate Stock BOY$10,535,445CorporateStockBOYAmt
Corporate Stock EOY$8,093,837CorporateStockEOYAmt
Corporate Stock EOYFMV$8,093,837CorporateStockEOYFMVAmt
Other Investments BOY$305,873OtherInvestmentsBOYAmt
Other Investments EOY$305,873OtherInvestmentsEOYAmt
Other Investments EOYFMV$305,873OtherInvestmentsEOYFMVAmt
Total Assets BOY$11,512,601TotalAssetsBOYAmt
Total Assets EOY$9,656,338TotalAssetsEOYAmt
Total Assets EOYFMV$9,656,338TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$11,512,601NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$9,656,338NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$11,512,601TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$9,656,338TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$11,512,601TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$9,656,338TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$11,512,601TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$227,884ExcessRevenueOverExpensesAmt
Subtotal$11,740,485SubtotalAmt
Other Decreases$2,084,147OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$9,656,338TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,509InvestmentIncomeExciseTaxAmt
Subtotal$1,509SubtotalAmt
Tax Based On Investment Income$1,509TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$1,224ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$1,224TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$71EsPenaltyAmt
Tax Due$356TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateUTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDAVID WADMANIndividualWithBooksNm
Phone8016214185PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12920 SOUTH 925 WESTAddressLine1Txt
CityOGDENCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84401ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsYes (true)BusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DAVID L WADMAN
2920 SOUTH 925 WESTOGDENUT84401PRESIDENT000.00$0$0$0
RONDA WADMAN
2920 SOUTH 925 WESTOGDENUT84401VICE PRESIDE000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$9,314,641AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$763,956AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$405,873FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$10,484,470TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$10,484,470AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$157,267CashDeemedCharitableAmt
Net Vl Noncharitable Assets$10,327,203NetVlNoncharitableAssetsAmt
Minimum Investment Return$516,360MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$516,360MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,509TaxBasedOnInvestmentIncomeAmt
Total Tax$1,509TotalTaxAmt
Distributable Before Adj$514,851DistributableBeforeAdjAmt
Distributable Before Ded$514,851DistributableBeforeDedAmt
Distributable As Adjusted$514,851DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,071,750ExpensesAndContributionsAmt
Qualifying Distributions$1,071,750QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$514,851DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$416,596ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$788,578ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$706,157ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$365,712ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$991,440ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,268,483TotalExcessDistributionCyovAmt
Qualifying Distributions$1,071,750QualifyingDistributionsAmt
Applied To Current Year$514,851AppliedToCurrentYearAmt
Remaining Distri From Corpus$556,899RemainingDistriFromCorpusAmt
Total Corpus$3,825,382TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$416,596ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,408,786ExcessDistriCyovToNextYrAmt
Excess From Year4$788,578ExcessFromYear4Amt
Excess From Year3$706,157ExcessFromYear3Amt
Excess From Year2$365,712ExcessFromYear2Amt
Excess From Year1$991,440ExcessFromYear1Amt
Excess From Current Year$556,899ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDAVID WADMANRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12920 SOUTH 925 WESTAddressLine1Txt
CityWEST OGDENCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84401ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8016214185RecipientPhoneNum
Form And Info And MaterialsTHERE ARE NO SPECIFIC MATERIALS OR INFORMATION REQUIRED.FormAndInfoAndMaterialsTxt
Submission DeadlinesTHERE ARE NO SUBMISSION DEADLINES.SubmissionDeadlinesTxt
Restrictions On AwardsVARIES WITH THE AWARD THAT IS GIVEN.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtRecipient Foundation StatusRecipientFoundationStatusTxt
ALZHEIMERS ASSOCIATION
225 N MICHIGAN AVEFLOOR 17CHICAGOIL60601NONETREATMENT OF ALZHEIMERS$500
AMERICAN INDIAN SERVICES
3115 E LION LANESUITE 320COTTONWOOD HEIGHTSUT84121NONESCHOLARSHIPS FOR NATIVE AMERICANS$262,000PC
AMERICAN RED CROSS
431 18TH STREET NWWASHINGTONDC20006NONEEMERGENCY MEDICAL$1,000
ARISE INTERNATIONAL
3450 LAKESIDE DRMIRAMARFL33027NONESURVIVOR SUPPORT$2,000PC
CYSTIC FIBROSIS FOUNDATION
4550 MONTGOMERY AVEBETHESDAMD20814NONEDEVELOPMENT AND CURE OF DISEASE$9,000PC
BOYS AND GIRLS CLUB
2302 WASHINGTON BLVDSTE 201OGDENUT84401NONEYOUTH AFTER SCHOOL ACTIVITIES$3,500PC
MISCELLANEOUS
VARIOUSOGDENUT84401NONEGENERAL CHARITY$3,950PC
SALVATION ARMY
2615 GRANT AVEOGDENUT84401NONEFUND ADULT REHABILITATION$500PC
SPECIAL OLYMPICS
1400 FOOTHILL DRSALT LAKE CITYUT84108NONETRANSFORM UTAH ATHLETE'S LIFE$1,000PC
UTAH STATE UNIVERSITY
160 OLD MAIN HILLLOGANUT84322NONEENCHANCE & FACILITATE RESEARCH$25,000PC
WEBER SCHOOL FOUNDATION
5320 ADAMS AVENUE PKWYOGDENUT84401NONEFUND EDUCATIONAL FIELD TRIPS$1,250PC
WEBER STATE UNIVERSITY
3848 HARRISON BLVDOGDENUT84401NONEENCHANCE & FACILITATE RESEARCH$135,200PC
BOYS SCOUTS OF AMERICA
1200 E 5400 SOGDENUT84403NONEYOUTH DEVELOPMENT$1,400PC
HUNTSMAN CANCER FOUNDATION
2000 CIRCLE OF HOPESALT LAKE CITYUT84112NONECANCER TREATMENT AND RESEARCH$25,000PC
CHURCH OF JESUS CHRIST
50 EAST NORTH TEMPLE STSALT LAKE CITYUT84150NONEPHILANTHROPIC PURPOSES$525,000PC
MAKE A WISH FOUNDATION
771 E WINCHESTER STMURRAYUT84107NONECHILDREN'S SUPPORT$2,500PC
BRIGHAM YOUNG UNIVERSITY
150 E 1230 NPROVOUT84602NONEEDUCATION$10,000PC
NORTH OGDEN JR HIGH
575 E 2900 NOGDENUT84414NONEEDUCATION$250PC
OGDEN SPEICAL EDUCATION PRESCHOOL
1950 MONROEOGDENUT84401NONEEDUCATION SPECIAL NEEDS$250PC
ORTHO CUP FOUNDATION
5974 S 1055 EOGDENUT84405HEALTHCARE$2,500
SNOWCRESTJR HIGH
27552 N HWY 162EDENUT84310EDUCATION$100
DOWNTOWN OGDEN INC
2380 WASHINGTON BLVDSUITE 270OGDENUT84401COMMUNITY SUPPORT$5,000
ELIZABETH TREEHOUSE MUSEUM
347 22ND STOGDENUT84401INTERACTIVE LEARNING$1,000
WEBER HIGH SCHOOL
430 WEBER HIGH DRPLEASANT VIEWUT84414EDUCATION$550
INTERMOUNTAIN FOUNDATION
C ST ESALT LAKE CITYUT84143HOSPITAL$25,000
WILLARD ELEMENTARY
40 W 50 SWILLARDUT84340EDUCATION$300
ST JOSEPH CATHOLIC SCHOOL
2980 QUINCY AVEOGDENUT84403EDUCATION$1,000
WEBER MORGAN CJC
2408 VAN BUREN AVEOGDENUT84401SERVICES FOR ABUSED CHILDREN$1,000
WOMEN'S RETREAT HOUSE
340 W 2550 NPLEASANT VIEWUT84414ALCOHOLICS/ADDICTS RECOVERY$5,000
SLCC PACE SCHOLARSHIP
PO BOX 30808SALT LAKE CITYUT84130EDUCATION$1,000
CATHOLIC COMMUNITY SERVICES
2504 F AVEOGDENUT84401NONEGENERAL CHARITY$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,071,750TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$21,205ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$152,872ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$191,080ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$365,157ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$365,157TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonDAVID WADMANContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line12920 SOUTH 925 WESTAddressLine1Txt
CityOGDENCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84401ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,000,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
WELLS FARGO2020-01PURCHASE2022-12$1,127,847$1,260,530-$132,683
WELLS FARGO2020-01PURCHASE2022-12$2,598,655$2,274,911$323,744
WELLS FARGO2020-01PURCHASE2022-12$19$19

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$8,093,837EOYBookValueAmt
EOYFMV$8,093,837EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemJACKSON NATIONALCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$305,873BookValueAmt
EOYFMV$305,873EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDesc
W & W PROPERTIES
WADMAN INVESTMENTS

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSSESDesc
Amt$2,084,147Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
EXPENSES
ACCOUNT CHARGES$65,523$65,523$65,523

Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2

Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp

Organization501c3 Name Organization501c3Name

FieldValueIRS element (for citing)
Business Name Line1HALL LABSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Balance Due$200,000BalanceDueAmt

Comments

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