WADMAN FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- WADMAN FOUNDATION (EIN 84-1392243)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-10-31
- IRS object ID
- 202243049349100824
- Schema version
- 2021v4.0
- 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
- Form 990-PF
- Schedule B
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Notes Loans Rcvbl Short Sch2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-31T15:23:57-04:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 870491872 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHILD RICHARDS CPAS & ADVISORS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2490 WALL AVE | AddressLine1Txt |
| City | OGDEN | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 841392243 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WADMAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WADM | BusinessNameControlTxt |
| Phone | 8016214185 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2920 S 925 W | AddressLine1Txt |
| City | OGDEN | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID L WADMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8016214185 | PhoneNum |
| Signature | 2022-10-27 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | WADMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RYAN CHILD | PreparerPersonNm |
| PTIN | P00862575 | PTIN |
| Phone | 8016210440 | PhoneNum |
| Preparation | 2022-10-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,512,601 | 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 | $1,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $11,608 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11,608 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $11,608 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $102,544 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $102,544 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $102,544 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $680,865 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,940,139 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $140 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $16,360 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $16,360 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $16,360 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,811,377 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $130,652 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $130,512 | TotalAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $78,277 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $78,277 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $78,277 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $78,277 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $78,277 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $78,277 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,499,650 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,499,650 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,577,927 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $78,277 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $78,277 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,499,650 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $233,450 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $52,375 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $52,235 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $135,000 | CashBOYAmt |
| Cash EOY | $471,283 | CashEOYAmt |
| Cash EOYFMV | $471,283 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $200,000 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $200,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $200,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $200,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $8,620,680 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,535,445 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,535,445 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $299,242 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $305,873 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $305,873 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $735,799 | OtherAssetsBOYAmt |
| Total Assets BOY | $9,990,721 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,512,601 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,512,601 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $9,990,721 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $11,512,601 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,990,721 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,512,601 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,990,721 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,512,601 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,990,721 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $233,450 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,288,430 | OtherIncreasesAmt |
| Subtotal | $11,512,601 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $11,512,601 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $140 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $728 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $728 | SubtotalAmt |
| Tax Based On Investment Income | $728 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $18 | EsPenaltyAmt |
| Tax Due | $746 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | UT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DAVID WADMAN | IndividualWithBooksNm |
| Phone | 8016214185 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2920 SOUTH 925 WEST | AddressLine1Txt |
| City | OGDEN | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID L WADMAN | ||||||||
| 2920 SOUTH 925 WEST | OGDEN | UT | 84401 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| RONDA WADMAN | ||||||||
| 2920 SOUTH 925 WEST | OGDEN | UT | 84401 | VICE PRESIDE | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,578,063 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $303,142 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $452,558 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,333,763 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $10,333,763 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $155,006 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,178,757 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $508,938 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $508,938 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $728 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $728 | TotalTaxAmt |
| Distributable Before Adj | $508,210 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $508,210 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $508,210 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,499,650 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,499,650 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $508,210 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $231,101 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $416,596 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $788,578 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $706,157 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $365,712 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,508,144 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,499,650 | QualifyingDistributionsAmt |
| Applied To Current Year | $508,210 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $991,440 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,499,584 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $231,101 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,268,483 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $416,596 | ExcessFromYear4Amt |
| Excess From Year3 | $788,578 | ExcessFromYear3Amt |
| Excess From Year2 | $706,157 | ExcessFromYear2Amt |
| Excess From Year1 | $365,712 | ExcessFromYear1Amt |
| Excess From Current Year | $991,440 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DAVID WADMAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2920 SOUTH 925 WEST | AddressLine1Txt |
| City | WEST OGDEN | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8016214185 | RecipientPhoneNum |
| Form And Info And Materials | THERE ARE NO SPECIFIC MATERIALS OR INFORMATION REQUIRED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THERE ARE NO SUBMISSION DEADLINES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | VARIES WITH THE AWARD THAT IS GIVEN. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient Foundation StatusRecipientFoundationStatusTxt |
|---|---|---|---|---|---|---|---|---|
| ALZHEIMERS ASSOCIATION | ||||||||
| 225 N MICHIGAN AVE | FLOOR 17 | CHICAGO | IL | 60601 | NONE | TREATMENT OF ALZHEIMERS | $1,000 | |
| AMERICAN INDIAN SERVICES | ||||||||
| 3115 E LION LANE | SUITE 320 | COTTONWOOD HEIGHTS | UT | 84121 | NONE | SCHOLARSHIPS FOR NATIVE AMERICANS | $297,000 | PC |
| AMERICAN RED CROSS | ||||||||
| 431 18TH STREET NW | WASHINGTON | DC | 20006 | NONE | EMERGENCY MEDICAL | $1,000 | ||
| CATHOLIC COMMUNITY SERVICES | ||||||||
| 2504 F AVENUE | OGDEN | UT | 84401 | NONE | GENERAL CHARITY | $20,000 | PC | |
| CYSTIC FIBROSIS FOUNDATION | ||||||||
| 4550 MONTGOMERY AVE | BETHESDA | MD | 20814 | NONE | DEVELOPMENT AND CURE OF DISEASE | $5,000 | PC | |
| FAMILY PROMISE OF OGDEN | ||||||||
| PO BOX 13818 | OGDEN | UT | 84412 | NONE | FAMILY SRVICS FOR HOMELESS FAMILIES | $1,500 | PC | |
| MISCELLANEOUS | ||||||||
| VARIOUS | OGDEN | UT | 84401 | NONE | GENERAL CHARITY | $19,950 | PC | |
| SALVATION ARMY | ||||||||
| 2615 GRANT AVE | OGDEN | UT | 84401 | NONE | FUND ADULT REHABILITATION | $1,000 | PC | |
| SPECIAL OLYMPICS | ||||||||
| 1400 FOOTHILL DR | SALT LAKE CITY | UT | 84108 | NONE | TRANSFORM UTAH ATHLETE'S LIFE | $1,000 | PC | |
| UTAH STATE UNIVERSITY | ||||||||
| 160 OLD MAIN HILL | LOGAN | UT | 84322 | NONE | ENCHANCE & FACILITATE RESEARCH | $25,000 | PC | |
| WEBER SCHOOL FOUNDATION | ||||||||
| 5320 ADAMS AVENUE PKWY | OGDEN | UT | 84401 | NONE | FUND EDUCATIONAL FIELD TRIPS | $2,000 | PC | |
| WEBER STATE UNIVERSITY | ||||||||
| 3848 HARRISON BLVD | OGDEN | UT | 84401 | NONE | ENCHANCE & FACILITATE RESEARCH | $126,200 | PC | |
| YCC | ||||||||
| 2261 ADAMS AVENUE | OGDEN | UT | 84401 | NONE | FAMILY CRISIS CENTER | $6,000 | PC | |
| HUNTSMAN CANCER FOUNDATION | ||||||||
| 2000 CIRCLE OF HOPE | SALT LAKE CITY | UT | 84112 | NONE | CANCER TREATMENT AND RESEARCH | $25,000 | PC | |
| CHURCH OF JESUS CHRIST | ||||||||
| 50 EAST NORTH TEMPLE ST | SALT LAKE CITY | UT | 84150 | NONE | PHILANTHROPIC PURPOSES | $512,500 | PC | |
| MAKE A WISH FOUNDATION | ||||||||
| 771 E WINCHESTER ST | MURRAY | UT | 84107 | NONE | CHILDREN'S SUPPORT | $2,500 | PC | |
| MARCH OF DIMES | ||||||||
| 1550 CRYSTAL DRIVE | SUITE 1300 | ARLINGTON | VA | 22202 | NONE | EDUCATION | $500 | PC |
| PRIMARY CHILDREN'S HOSPITAL | ||||||||
| 100 N MARIO CAPECCHI DR | SALT LAKE CITY | UT | 84113 | NONE | HOSPITAL | $1,000 | PC | |
| WEBER PATHWAYS | ||||||||
| 298 24TH STREET | SUITE 325 | OGDEN | UT | 84401 | NONE | TRAILS AND PATHWAYS FOR PUBLIC | $250,000 | PC |
| YOUTH IMPACT | ||||||||
| 2305 GRANT AVE | OGDEN | UT | 84401 | NONE | TROUBLED YOUTH | $3,000 | PC | |
| CFOV | ||||||||
| PO BOX 684 | EDEN | UT | 84310 | COMMUNITY SERVICE | $3,000 | |||
| AMERICAN HEROS FOUNDATION | ||||||||
| 19 SE WILLIAMSON DR | PRINEVILLE | OR | 97754 | VETERAN ASSISTANCE | $500 | |||
| DAVIS EDUCATION FOUNDATION | ||||||||
| 45 EAST STATE ST | FARMINGTON | UT | 84025 | ENHANCE STUDENT SUCCESS | $1,000 | |||
| DOWNTOWN OGDEN INC | ||||||||
| 2380 WASHINGTON BLVD | SUITE 270 | OGDEN | UT | 84401 | COMMUNITY SUPPORT | $5,000 | ||
| ELIZABETH TREEHOUSE MUSEUM | ||||||||
| 347 22ND ST | OGDEN | UT | 84401 | INTERACTIVE LEARNING | $1,000 | |||
| FAMILY COUNCILING OF NORTHERN UT | ||||||||
| 3518 WASHINGTON BLVD | ODGEN | UT | 84403 | FAMILY SERVICES | $1,000 | |||
| INTERMOUNTAIN FOUNDATION | ||||||||
| C ST E | SALT LAKE CITY | UT | 84143 | HOSPITAL | $25,000 | |||
| OGDEN VALLEY LAND TRUST | ||||||||
| PO BOX 412 | HUNTSVILLE | UT | 84317 | LAND PROTECTION | $25,000 | |||
| PLEASANT VIEW CITY | ||||||||
| 520 W ELBERTS DR | OGDEN | UT | 84414 | VETERANS MEMORIAL | $8,000 | |||
| ST JOSEPH CATHOLIC SCHOOL | ||||||||
| 2980 QUINCY AVE | OGDEN | UT | 84403 | EDUCATION | $1,000 | |||
| WEBER MORGAN CJC | ||||||||
| 2408 VAN BUREN AVE | OGDEN | UT | 84401 | SERVICES FOR ABUSED CHILDREN | $1,000 | |||
| WOMEN'S RETREAT HOUSE | ||||||||
| 340 W 2550 N | PLEASANT VIEW | UT | 84414 | ALCOHOLICS/ADDICTS RECOVERY | $5,000 | |||
| SLCC PACE SCHOLARSHIP | ||||||||
| PO BOX 30808 | SALT LAKE CITY | UT | 84130 | EDUCATION | $1,000 | |||
| PERPETUAL SKILLS FOUNDATION | ||||||||
| 7382 E 100 S | HUNTSVILLE | UT | 84317 | GENERAL CHARITY | $20,000 | |||
| HUNTSVILLE MARATHON | ||||||||
| 200 S 7400 E | HUNTSVILLE | UT | 84317 | PHYSICAL ACTIVITY | $1,000 | |||
| STELLA OAKS | ||||||||
| 189 N HWY 89 STE C 108 | NORTH SALT LAKE | UT | 84054 | NONE | SCHOLARSHIPS | $100,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,499,650 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $39 | ExclusionAmt |
| Related Or Exempt Function Incm | $11,569 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $102,544 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,360 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $680,865 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $118,943 | ExclusionAmt |
| Related Or Exempt Function Incm | $692,434 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $811,377 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | DAVID WADMAN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2920 SOUTH 925 WEST | AddressLine1Txt |
| City | OGDEN | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|
| ASCEND INVESTMENTS | PURCHASE | 2021-12 | $982,601 | $961,850 | $20,751 |
| ASCEND INVESTMENTS | PURCHASE | 2021-12 | $30 | $30 | |
| ASCEND INVESTMENTS | PURCHASE | 2021-12 | $1,957,368 | $1,297,424 | $659,944 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $10,535,445 | EOYBookValueAmt |
| EOYFMV | $10,535,445 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | JACKSON NATIONAL | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $305,873 | BookValueAmt |
| EOYFMV | $305,873 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt |
|---|---|
| W & W PROPERTIES | $735,799 |
| WADMAN INVESTMENTS |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| ACCOUNT CHARGES | $78,277 | $78,277 | $78,277 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | JACKSON NATIONAL LIFE | Desc |
| Revenue And Expenses Per Books | $16,360 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $16,360 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $16,360 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON SECURITIES | Desc |
| Amt | $1,288,430 | Amt |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp
Organization501c3 Name Organization501c3Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HALL LABS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | $200,000 | BalanceDueAmt |
Comments