WADMAN FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- WADMAN FOUNDATION (EIN 84-1392243)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-02-29
- IRS object ID
- 202020609349100202
- Schema version
- 2019v5.0
- 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
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases 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 | 2020-02-29T14:55:20-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-02-18 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RYAN CHILD | PreparerPersonNm |
| PTIN | P00862575 | PTIN |
| Phone | 8016210440 | PhoneNum |
| Preparation | 2020-02-20 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $8,202,487 | 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 | $1,007,500 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $20,196 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $20,196 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $20,196 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $60,028 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $60,028 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $60,028 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $22,782 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,817,003 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,206 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $23,596 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $23,596 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $23,596 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,134,102 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $109,026 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $103,820 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $3,672 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,672 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $3,672 | LegalFeesAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $450 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $450 | AccountingFeesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $52,623 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $52,623 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $52,623 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $56,745 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $56,745 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $56,745 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,039,302 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,039,302 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,096,047 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $56,745 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $56,745 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,039,302 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $38,055 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $52,281 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $47,075 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $138,674 | CashBOYAmt |
| Cash EOY | $132,366 | CashEOYAmt |
| Cash EOYFMV | $132,366 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $100,000 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $100,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $100,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $100,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $3,475,414 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,942,144 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,942,144 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $250,990 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $250,990 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $250,990 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,382,402 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,776,987 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,776,987 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,347,480 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,202,487 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,202,487 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $5,347,480 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $8,202,487 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,347,480 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,202,487 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,347,480 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,202,487 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,347,480 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $38,055 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,885,922 | OtherIncreasesAmt |
| Subtotal | $8,271,457 | SubtotalAmt |
| Other Decreases | $68,970 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,202,487 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,206 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,042,400 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,267,268 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.197901 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $790,951 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,572,796 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.104446 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $589,247 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,892,276 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.074661 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $367,978 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,303,908 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.058373 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $207,428 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $627,281 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.330678 | DistributionYr5Rt |
| Total Distribution | 0.766059 | TotalDistributionRt |
| Average Distribution | 0.153212 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,673,359 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,022,439 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $523 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,022,962 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,039,302 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $523 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $523 | SubtotalAmt |
| Tax Based On Investment Income | $523 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $17 | EsPenaltyAmt |
| Tax Due | $540 | 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 | $4,208,779 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $135,520 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,430,685 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,774,984 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $6,774,984 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $101,625 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,673,359 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $333,668 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $333,668 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $523 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $523 | TotalTaxAmt |
| Distributable Before Adj | $333,145 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $333,145 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $333,145 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,039,302 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,039,302 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $523 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,038,779 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $333,145 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $176,066 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $52,816 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $231,101 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $416,596 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $788,578 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,665,157 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,039,302 | QualifyingDistributionsAmt |
| Applied To Current Year | $333,145 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $706,157 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,371,314 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $176,066 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,195,248 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $52,816 | ExcessFromYear4Amt |
| Excess From Year3 | $231,101 | ExcessFromYear3Amt |
| Excess From Year2 | $416,596 | ExcessFromYear2Amt |
| Excess From Year1 | $788,578 | ExcessFromYear1Amt |
| Excess From Current Year | $706,157 | 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 (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN INDIAN SERVICES | ||||||||
| 3115 E LION LANE | SUITE 320 | COTTONWOOD HEIGHTS | UT | 84121 | NONE | PC | SCHOLARSHIPS FOR NATIVE AMERICANS | $200,000 |
| BOYS AND GIRLS CLUB | ||||||||
| 2302 WASHINGTON BLVD 201 | OGDEN | UT | 84401 | NONE | PC | YOUTH ORG AFTER SCHOOL ACTIVITIES | $1,500 | |
| BRIGHAM YOUNG UNIVERSITY | ||||||||
| D-155 ABRAHAM SMOOT | PROVO | UT | 84602 | NONE | PC | ENCHANCE & FACILIATE RESEARCH | $410,000 | |
| CATHOLIC COMMUNITY SERVICES | ||||||||
| 2504 F AVENUE | OGDEN | UT | 84401 | NONE | PC | GENERAL CHARITY | $25,000 | |
| CYSTIC FIBROSIS FOUNDATION | ||||||||
| 4550 MONTGOMERY AVE | BETHESDA | MD | 20814 | NONE | PC | DEVELOPMENT AND CURE OF DISEASE | $7,000 | |
| DAVID ED FOUNDATION | ||||||||
| 45 E STATE ST | FARMINGTON | UT | 84025 | NONE | PC | FINANCIAL SUPPORT TO CLASSROOMS | $1,500 | |
| FAMILY PROMISE OF OGDEN | ||||||||
| PO BOX 13818 | OGDEN | UT | 84412 | NONE | PC | FAMILY SRVICS FOR HOMELESS FAMILIES | $1,250 | |
| HUNSTVILLE TOWN | ||||||||
| 7309 E 200 S | HUNTSVILLE | UT | 84317 | NONE | GOV | ASSISTING LOCAL GOVT WITH PUBLIC ACT | $1,500 | |
| MISCELLANEOUS | ||||||||
| VARIOUS | OGDEN | UT | 84401 | NONE | PC | GENERAL CHARITY | $5,250 | |
| ST JOSEPH CATHOLIC HIGH SCHOOL | ||||||||
| 1790 LAKE ST | OGDEN | UT | 84401 | NONE | PC | EDUCATES THE FUTURE GENERATIONS | $1,000 | |
| STELLA OAKS FOUNDATION | ||||||||
| 450 SIMMONS WAY STE 630 | KAYSVILLE | UT | 84037 | NONE | PC | EDUCATION FOR SINGLE MOTHERS | $100,000 | |
| UTAH STATE UNIVERSITY | ||||||||
| 160 OLD MAIN HILL | LOGAN | UT | 84322 | NONE | PC | ENCHANCE & FACILITATE RESEARCH | $25,200 | |
| WEBER SCHOOL FOUNDATION | ||||||||
| 5320 ADAMS AVENUE PKWY | OGDEN | UT | 84401 | NONE | PC | FUND EDUCATIONAL FIELD TRIPS | $5,000 | |
| WEBER STATE UNIVERSITY | ||||||||
| 3848 HARRISON BLVD | OGDEN | UT | 84401 | NONE | PC | ENCHANCE & FACILITATE RESEARCH | $125,000 | |
| YCC | ||||||||
| 2261 ADAMS AVENUE | OGDEN | UT | 84401 | NONE | PC | FAMILY CRISIS CENTER | $2,500 | |
| 4 PAWS 4 PATRIOTS | ||||||||
| 27895 DIAZ RD | TEMECULA | CA | 92590 | NONE | PC | PROVIDE DOG SERVICE TO VETERANS | $250 | |
| BROCKSTRONG FOUNDATION | ||||||||
| 330 E 300 S | SALT LAKE CITY | UT | 84111 | NONE | PC | NON PROFIT ORGANIZATION | $250 | |
| COMMUNITY FOUNDATION OF OGDEN VALLE | ||||||||
| PO BOX 684 | EDEN | UT | 84310 | NONE | PC | IMPROVES LIFES OF OGDEN RESIDENTS | $1,500 | |
| FREMONT HIGH SCHOOL WRESTLING | ||||||||
| 1900 N 4700 W | OGDEN | UT | 84404 | NONE | PC | HIGH SCHOOL WRESTLING TEAM | $250 | |
| HEROES AMONG US | ||||||||
| PO BOX 451 | GLEN COVE | NY | 11542 | NONE | PC | PROVIDE ASSISTANCE TO VETERANS | $2,000 | |
| HUNTSMANS HEROS | ||||||||
| 1950 CIRCLE OF HOPE | SALT LAKE CITY | UT | 84112 | NONE | PC | ADVANCE CANCER RESEARCH | $1,000 | |
| JR LEAGUE OF UTAH | ||||||||
| 526 E 300 S | SALT LAKE CITY | UT | 84102 | NONE | PC | BUILDING BETTER COMMUNITIES | $2,500 | |
| OGDEN BRANCH NAACP | ||||||||
| PO BOX 1581 | OGDEN | UT | 84402 | NONE | PC | EQUALITY OF RIGHTS | $500 | |
| OGDEN CITY CORP | ||||||||
| 2549 WASHINGTON BLVD | OGDEN | UT | 84401 | NONE | PC | OGDEN CITY GOVERNMENT | $40,000 | |
| OGDEN CITY SCHOOL FOUNDATION | ||||||||
| 1950 MONROE BLVD | OGDEN | UT | 84401 | NONE | PC | SERVING OGDEN SCHOOL DISTRICT | $500 | |
| OGDEN VALLEY ADAPTIVE SPORTS | ||||||||
| PO BOX 1193 | EDEN | UT | 84310 | NONE | PC | WINTER SPORTS AND RECREATION | $1,000 | |
| SALVATION ARMY | ||||||||
| 2615 GRANT AVE | OGDEN | UT | 84401 | NONE | PC | FUND ADULT REHABILITATION | $500 | |
| SPECIAL OLYMPICS | ||||||||
| 1400 FOOTHILL DR | SALT LAKE CITY | UT | 84108 | NONE | PC | TRANSFORM UTAH ATHLETE'S LIFE | $1,000 | |
| WEBER HIGH DECA | ||||||||
| 430 WEBER HIGH DR | PLEASANT VIEW | UT | 84414 | NONE | PC | HIGH SCHOOL ENTREPRENEURSHIP ORGAN | $1,000 | |
| WEBER HIGH SCHOOL | ||||||||
| 430 WEBER HIGH DR | PLEASANT VIEW | UT | 84414 | NONE | PC | HIGH SCHOOL | $500 | |
| WEBER MORGAN CJC | ||||||||
| 2408 VAN BUREN AVE | OGDEN | UT | 84401 | NONE | PC | CHILDRENS CENTER | $1,000 | |
| EXTREME MAKEOVER | ||||||||
| 2201 EASTLAND DRIVE SUITE | BLOOMINGTON | IL | 61704 | NONE | PC | UPDATE HOMES | $71,102 | |
| WEBER HUMAN SERVICES | ||||||||
| 237 26TH STREET | OGDEN | UT | 84401 | NONE | PC | HUMAN SERVICES | $250 | |
| WOMEN'S RETREAT HOUSE | ||||||||
| 1794 LAKE ST | OGDEN | UT | 84401 | NONE | PC | WOMEN'S HOME | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,039,302 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $706 | ExclusionAmt |
| Related Or Exempt Function Incm | $19,490 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $60,028 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,596 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $22,782 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531390 | BusinessCd |
| Exclusion | 16 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $84,330 | ExclusionAmt |
| Related Or Exempt Function Incm | $42,272 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $126,602 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $450 | Amt |
| Net Investment Income | $450 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $450 | AdjustedNetIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| WELLS FARGO | 2019-01 | PURCHASE | 2019-12 | $1,373,390 | $1,347,192 | $26,198 |
| WELS FARGO | 2018-01 | PURCHASE | 2019-12 | $438,407 | $391,625 | $46,782 |
| W & W PROPERTIES PASS THROUGH | 2019-01 | PURCHASE | 2019-12 | $55,404 | -$55,404 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $4,942,144 | EOYBookValueAmt |
| EOYFMV | $4,942,144 | 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 | $250,990 | BookValueAmt |
| EOYFMV | $250,990 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | CategoryTxt |
| Legal Fees | $3,672 | LegalFeesAmt |
| Net Investment Income | $3,672 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,672 | AdjustedNetIncomeAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| W & W PROPERTIES | $1,382,402 | $732,286 | $732,286 |
| WADMAN INVESTMENTS | $2,044,701 | $2,044,701 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| WADMAN INVESTMENTS NOND | $44,662 |
| W & W PROPERTIES | $14,395 |
| INCOME TAXES | $9,913 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| ACCOUNT CHARGES | $33,175 | $33,175 | $33,175 |
| OTHER COSTS | $19,448 | $19,448 | $19,448 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | JACKSON NATIONAL LIFE | Desc |
| Revenue And Expenses Per Books | $23,596 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $23,596 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $23,596 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| 507B2 TRANSFEREE FROM LEGACY CULTURAL RESEARCH | $604,372 |
| EXEMPT INCOME | $23,377 |
| 507B2 TRANSFEREE FROM LEGACY CULTURAL RESEARCH | $2,044,701 |
| UNREALIZED GAIN ON SECURITIES | $213,472 |
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 | $100,000 | BalanceDueAmt |
Comments