WADMAN FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- WADMAN FOUNDATION (EIN 84-1392243)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-09-11
- IRS object ID
- 202642549349101314
- Schema version
- 2025v4.0
- 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
- Accounting Fees Schedule
- 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 | 2026-09-11T14:01:11-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | 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 | 2025-01-01 | 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 | 2026-08-25 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RYAN CHILD | PreparerPersonNm |
| PTIN | P00862575 | PTIN |
| Phone | 8016210440 | PhoneNum |
| Preparation | 2026-08-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,831,455 | 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 | $1,076,490 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $74 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $74 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $74 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $141,457 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $141,457 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $141,457 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,000,944 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,226,539 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $469 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $18,153 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $18,153 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $18,153 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,237,118 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $160,153 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $159,684 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,325 | AccountingFeesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $70,497 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $70,497 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $70,497 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $72,822 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $70,497 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $70,497 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,229,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,229,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,302,722 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $70,497 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $70,497 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,229,900 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $934,396 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $89,656 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $89,187 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $11,695 | CashBOYAmt |
| Cash EOY | $1,759 | CashEOYAmt |
| Cash EOYFMV | $1,759 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl BOY | $100,000 | OtherNtsAndLoansRcvblBOYAmt |
| Corporate Stock BOY | $11,376,120 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,571,111 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,571,111 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $245,954 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $258,585 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $258,585 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $70,000 | OtherAssetsBOYAmt |
| Total Assets BOY | $11,803,769 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,831,455 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,831,455 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $11,803,769 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $12,831,455 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,803,769 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,831,455 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,803,769 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,831,455 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,803,769 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $934,396 | ExcessRevenueOverExpensesAmt |
| Other Increases | $93,290 | OtherIncreasesAmt |
| Subtotal | $12,831,455 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $12,831,455 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $469 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,246 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,246 | SubtotalAmt |
| Tax Based On Investment Income | $1,246 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $62 | EsPenaltyAmt |
| Tax Due | $1,308 | 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 | $11,973,616 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,727 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $337,270 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,317,613 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $12,317,613 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $184,764 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,132,849 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $606,642 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $606,642 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,246 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,246 | TotalTaxAmt |
| Distributable Before Adj | $605,396 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $605,396 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $605,396 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,229,900 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,229,900 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $605,396 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $365,712 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $991,440 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $556,899 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,503,245 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,112,565 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,529,861 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,229,900 | QualifyingDistributionsAmt |
| Applied To Current Year | $605,396 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $624,504 | RemainingDistriFromCorpusAmt |
| Total Corpus | $5,154,365 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $365,712 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,788,653 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $991,440 | ExcessFromYear4Amt |
| Excess From Year3 | $556,899 | ExcessFromYear3Amt |
| Excess From Year2 | $1,503,245 | ExcessFromYear2Amt |
| Excess From Year1 | $1,112,565 | ExcessFromYear1Amt |
| Excess From Current Year | $624,504 | 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 (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| AEROSPACE HERITAGE FOUNDATION | ||||||||
| 7961 COTTONWOOD STREET | BUILDING 1955 | HILL AIR FORCE BASE | UT | 84056 | NONE | PC | SUPPORT FOR HILL AEROSPACE MUSEUM | $350 |
| AMERICAN INDIAN SERVICES | ||||||||
| 3115 E LION LANE | SUITE 320 | COTTONWOOD HEIGHTS | UT | 84121 | NONE | PC | SCHOLARSHIPS FOR NATIVE AMERICANS | $135,000 |
| AMERICAN RED CROSS | ||||||||
| 431 18TH STREET NW | WASHINGTON | DC | 20006 | NONE | PC | EMERGENCY MEDICAL | $2,000 | |
| BEVERLY TERRACE PLAZA PLAYHOUSE | ||||||||
| 99 4700 S | WASHINGTON TERRACE | UT | 84405 | NONE | PC | CULTURAL ACTIVITIES | $10,000 | |
| CATHOLIC COMMUNITY SERVICES | ||||||||
| 2504 F AVE | OGDEN | UT | 84401 | NONE | PC | GENERAL CHARITY | $40,000 | |
| CROSSROADS OF THE WEST COUNCIL | ||||||||
| 1200 E 5400 S ST | OGDEN | UT | 84403 | NONE | PC | GENERAL CHARITY | $102,250 | |
| CYSTIC FIBROSIS FOUNDATION | ||||||||
| 4550 MONTGOMERY AVE | SUITE 1100 N | BETHESDA | MD | 20814 | NONE | PC | HEALTH CARE | $14,000 |
| FAMILY PROMISE OF OGDEN | ||||||||
| 256 24TH ST | OGDEN | UT | 84401 | NONE | PC | SHELTERS FOR HOMELESS FAMILIES | $1,500 | |
| GHANA MAKE A DIFFERENCE | ||||||||
| PO BOX 55 | STAR | ID | 83669 | NONE | PC | POVERTY ASSISTANCE | $100,000 | |
| MAJOR BRENT TAYLOR FOUNDATION | ||||||||
| 2637 N WASHINGTON BLVD | 272 | NORTH OGDEN | UT | 84414 | NONE | PC | PATRIOTISM | $1,500 |
| MISCELLANEOUS | ||||||||
| VARIOUS | OGDEN | UT | 84401 | NONE | PC | GENERAL CHARITY | $2,750 | |
| MYERS MORTUARY | ||||||||
| 845 WASHINGTON BLVD | OGDEN | UT | 84404 | NONE | PC | CRISIS ASSISTANCE | $17,700 | |
| ORTHO CUP FOUNDATION | ||||||||
| 5974 S 1055 E | OGDEN | UT | 84405 | NONE | PC | HEALTHCARE | $2,500 | |
| PHILANTHROPIES | ||||||||
| 1450 N UNIVERSITY AVE | PROVO | UT | 84604 | NONE | PC | GENERAL CHARITY | $600,000 | |
| RODS HEROES | ||||||||
| PO BOX 74 | PROVIDENCE | UT | 84043 | NONE | PC | DOWN SYNDROME ASSISTANCE | $54,500 | |
| SALVATION ARMY | ||||||||
| 2615 GRANT AVE | OGDEN | UT | 84401 | NONE | PC | FUND ADULT REHABILITATION | $1,000 | |
| SPARK CHEER | ||||||||
| 3035 S SCOTT LANE | 105 | OGDEN | UT | 84401 | NONE | PC | CHEERLEADING PROGRAM | $100 |
| SPECIAL OLYMPICS | ||||||||
| 1400 FOOTHILL DR | SALT LAKE CITY | UT | 84108 | NONE | PC | TRANSFORM UTAH ATHLETE'S LIFE | $2,000 | |
| ST JOSEPH CATHOLIC SCHOOL | ||||||||
| 2980 QUINCY AVE | OGDEN | UT | 84403 | NONE | POF | EDUCATION | $1,000 | |
| ERIK THOMPSON | ||||||||
| 1942 VIEW DR | SOUTH WEBER | UT | 84405 | NONE | PC | MULTIPLE SCLEROSIS ASSISTANCE | $2,500 | |
| WEBER MORGAN CJC | ||||||||
| 2408 VAN BUREN AVE | OGDEN | UT | 84401 | NONE | PC | SERVICES FOR ABUSED CHILDREN | $10,000 | |
| WEBER SCHOOL DISTRICT | ||||||||
| 5320 ADAMS AVE PKWY | OGDEN | UT | 84405 | NONE | PC | PROVIDE EDUCATION TO STUDENTS | $250 | |
| WEBER SCHOOL FOUNDATION | ||||||||
| 5320 ADAMS AVENUE PKWY | OGDEN | UT | 84401 | NONE | PC | CHRISTMAS TREE | $1,750 | |
| WEBER STATE RODEO CLUB | ||||||||
| 1265 VILLAGE DRIVE | DEPT 4018 | OGDEN | UT | 84408 | NONE | PC | ATHLETIC CLUB | $500 |
| WEBER STATE UNIVERSITY | ||||||||
| 3848 HARRISON BLVD | OGDEN | UT | 84401 | NONE | PC | BASEBALL FIELD | $125,000 | |
| WESTFIELD HIGH SCHOOL | ||||||||
| 1717 E CARY STREET | SUITE 3122 | RICHMOND | VA | 23223 | NONE | PC | EDUCATION | $250 |
| YCC | ||||||||
| 2261 ADAMS AVE | OGDEN | UT | 84401 | NONE | PC | COMMUNITY CRISIS AND DOMESTIC VIOLEN | $1,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,229,900 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $74 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $141,457 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,153 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $469 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,000,475 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $160,153 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,000,475 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,160,628 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,325 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | BasisBasisAmt | Total NetTotalNetAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|
| HALL LABS | 2010-06 | PURCHASE | 2025-12 | $100,000 | -$100,000 | |
| WELLS FARGO | 2024-12 | PURCHASE | 2025-12 | $3,274,300 | $542,641 | $3,816,941 |
| WELLS FARGO | 2024-12 | PURCHASE | 2025-12 | $121,297 | $1,892 | $123,189 |
| WELLS FARGO | 2023-12 | PURCHASE | 2025-12 | $3,729,998 | $555,942 | $4,285,940 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $12,571,111 | EOYBookValueAmt |
| EOYFMV | $12,571,111 | 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 | $258,585 | BookValueAmt |
| EOYFMV | $258,585 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SPENCER BRADLEY LOAN | Desc |
| BOY Book Value | $70,000 | BOYBookValueAmt |
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 | $70,497 | $70,497 | $70,497 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | JACKSON NATIONAL LIFE | Desc |
| Revenue And Expenses Per Books | $18,153 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $18,153 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $18,153 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $93,290 | 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 |
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