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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-10-31T15:23:57-04:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

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 Begin2021-01-01TaxPeriodBeginDt

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
Signature2022-10-27SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDAVIDPersonFirstNm
Person LastWADMANPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRYAN CHILDPreparerPersonNm
PTINP00862575PTIN
Phone8016210440PhoneNum
Preparation2022-10-27PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$11,512,601FMVAssetsEOYAmt
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$11,608InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$11,608InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$11,608InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$102,544DividendsRevAndExpnssAmt
Dividends Net Invst Incm$102,544DividendsNetInvstIncmAmt
Dividends Adj Net Incm$102,544DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$680,865NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,940,139GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$140CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$16,360OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$16,360OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$16,360OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$1,811,377TotalRevAndExpnssAmt
Total Net Invst Incm$130,652TotalNetInvstIncmAmt
Total Adj Net Incm$130,512TotalAdjNetIncmAmt
Other Expenses Rev And Expnss$78,277OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$78,277OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$78,277OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$78,277TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$78,277TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$78,277TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,499,650ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,499,650ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,577,927TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$78,277TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$78,277TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$1,499,650TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$233,450ExcessRevenueOverExpensesAmt
Net Investment Income$52,375NetInvestmentIncomeAmt
Adjusted Net Income$52,235AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$135,000CashBOYAmt
Cash EOY$471,283CashEOYAmt
Cash EOYFMV$471,283CashEOYFMVAmt
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$8,620,680CorporateStockBOYAmt
Corporate Stock EOY$10,535,445CorporateStockEOYAmt
Corporate Stock EOYFMV$10,535,445CorporateStockEOYFMVAmt
Other Investments BOY$299,242OtherInvestmentsBOYAmt
Other Investments EOY$305,873OtherInvestmentsEOYAmt
Other Investments EOYFMV$305,873OtherInvestmentsEOYFMVAmt
Other Assets BOY$735,799OtherAssetsBOYAmt
Total Assets BOY$9,990,721TotalAssetsBOYAmt
Total Assets EOY$11,512,601TotalAssetsEOYAmt
Total Assets EOYFMV$11,512,601TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$9,990,721NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$11,512,601NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$9,990,721TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$11,512,601TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$9,990,721TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$11,512,601TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$9,990,721TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$233,450ExcessRevenueOverExpensesAmt
Other Increases$1,288,430OtherIncreasesAmt
Subtotal$11,512,601SubtotalAmt
Tot Net Ast Or Fund Balances EOY$11,512,601TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$140CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$728InvestmentIncomeExciseTaxAmt
Subtotal$728SubtotalAmt
Tax Based On Investment Income$728TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$18EsPenaltyAmt
Tax Due$746TaxDueAmt

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$9,578,063AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$303,142AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$452,558FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$10,333,763TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$10,333,763AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$155,006CashDeemedCharitableAmt
Net Vl Noncharitable Assets$10,178,757NetVlNoncharitableAssetsAmt
Minimum Investment Return$508,938MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$508,938MinimumInvestmentReturnAmt
Tax Based On Investment Income$728TaxBasedOnInvestmentIncomeAmt
Total Tax$728TotalTaxAmt
Distributable Before Adj$508,210DistributableBeforeAdjAmt
Distributable Before Ded$508,210DistributableBeforeDedAmt
Distributable As Adjusted$508,210DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,499,650ExpensesAndContributionsAmt
Qualifying Distributions$1,499,650QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$508,210DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$231,101ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$416,596ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$788,578ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$706,157ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$365,712ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,508,144TotalExcessDistributionCyovAmt
Qualifying Distributions$1,499,650QualifyingDistributionsAmt
Applied To Current Year$508,210AppliedToCurrentYearAmt
Remaining Distri From Corpus$991,440RemainingDistriFromCorpusAmt
Total Corpus$3,499,584TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$231,101ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,268,483ExcessDistriCyovToNextYrAmt
Excess From Year4$416,596ExcessFromYear4Amt
Excess From Year3$788,578ExcessFromYear3Amt
Excess From Year2$706,157ExcessFromYear2Amt
Excess From Year1$365,712ExcessFromYear1Amt
Excess From Current Year$991,440ExcessFromCurrentYearAmt

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 (36 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$1,000
AMERICAN INDIAN SERVICES
3115 E LION LANESUITE 320COTTONWOOD HEIGHTSUT84121NONESCHOLARSHIPS FOR NATIVE AMERICANS$297,000PC
AMERICAN RED CROSS
431 18TH STREET NWWASHINGTONDC20006NONEEMERGENCY MEDICAL$1,000
CATHOLIC COMMUNITY SERVICES
2504 F AVENUEOGDENUT84401NONEGENERAL CHARITY$20,000PC
CYSTIC FIBROSIS FOUNDATION
4550 MONTGOMERY AVEBETHESDAMD20814NONEDEVELOPMENT AND CURE OF DISEASE$5,000PC
FAMILY PROMISE OF OGDEN
PO BOX 13818OGDENUT84412NONEFAMILY SRVICS FOR HOMELESS FAMILIES$1,500PC
MISCELLANEOUS
VARIOUSOGDENUT84401NONEGENERAL CHARITY$19,950PC
SALVATION ARMY
2615 GRANT AVEOGDENUT84401NONEFUND ADULT REHABILITATION$1,000PC
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$2,000PC
WEBER STATE UNIVERSITY
3848 HARRISON BLVDOGDENUT84401NONEENCHANCE & FACILITATE RESEARCH$126,200PC
YCC
2261 ADAMS AVENUEOGDENUT84401NONEFAMILY CRISIS CENTER$6,000PC
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$512,500PC
MAKE A WISH FOUNDATION
771 E WINCHESTER STMURRAYUT84107NONECHILDREN'S SUPPORT$2,500PC
MARCH OF DIMES
1550 CRYSTAL DRIVESUITE 1300ARLINGTONVA22202NONEEDUCATION$500PC
PRIMARY CHILDREN'S HOSPITAL
100 N MARIO CAPECCHI DRSALT LAKE CITYUT84113NONEHOSPITAL$1,000PC
WEBER PATHWAYS
298 24TH STREETSUITE 325OGDENUT84401NONETRAILS AND PATHWAYS FOR PUBLIC$250,000PC
YOUTH IMPACT
2305 GRANT AVEOGDENUT84401NONETROUBLED YOUTH$3,000PC
CFOV
PO BOX 684EDENUT84310COMMUNITY SERVICE$3,000
AMERICAN HEROS FOUNDATION
19 SE WILLIAMSON DRPRINEVILLEOR97754VETERAN ASSISTANCE$500
DAVIS EDUCATION FOUNDATION
45 EAST STATE STFARMINGTONUT84025ENHANCE STUDENT SUCCESS$1,000
DOWNTOWN OGDEN INC
2380 WASHINGTON BLVDSUITE 270OGDENUT84401COMMUNITY SUPPORT$5,000
ELIZABETH TREEHOUSE MUSEUM
347 22ND STOGDENUT84401INTERACTIVE LEARNING$1,000
FAMILY COUNCILING OF NORTHERN UT
3518 WASHINGTON BLVDODGENUT84403FAMILY SERVICES$1,000
INTERMOUNTAIN FOUNDATION
C ST ESALT LAKE CITYUT84143HOSPITAL$25,000
OGDEN VALLEY LAND TRUST
PO BOX 412HUNTSVILLEUT84317LAND PROTECTION$25,000
PLEASANT VIEW CITY
520 W ELBERTS DROGDENUT84414VETERANS MEMORIAL$8,000
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
PERPETUAL SKILLS FOUNDATION
7382 E 100 SHUNTSVILLEUT84317GENERAL CHARITY$20,000
HUNTSVILLE MARATHON
200 S 7400 EHUNTSVILLEUT84317PHYSICAL ACTIVITY$1,000
STELLA OAKS
189 N HWY 89 STE C 108NORTH SALT LAKEUT84054NONESCHOLARSHIPS$100,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,499,650TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$39ExclusionAmt
Related Or Exempt Function Incm$11,569RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$102,544ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$16,360ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$680,865RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$118,943ExclusionAmt
Related Or Exempt Function Incm$692,434RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$811,377TotalIncomeProducingActyAmt

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)

AssetAssetDescHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
ASCEND INVESTMENTSPURCHASE2021-12$982,601$961,850$20,751
ASCEND INVESTMENTSPURCHASE2021-12$30$30
ASCEND INVESTMENTSPURCHASE2021-12$1,957,368$1,297,424$659,944

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$10,535,445EOYBookValueAmt
EOYFMV$10,535,445EOYFMVAmt

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)

DescDescBOY Book ValueBOYBookValueAmt
W & W PROPERTIES$735,799
WADMAN INVESTMENTS

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
EXPENSES
ACCOUNT CHARGES$78,277$78,277$78,277

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescJACKSON NATIONAL LIFEDesc
Revenue And Expenses Per Books$16,360RevenueAndExpensesPerBooksAmt
Net Investment Income$16,360NetInvestmentIncomeAmt
Adjusted Net Income$16,360AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON SECURITIESDesc
Amt$1,288,430Amt

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

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