Civic Intelligence

The Ij and Jeanne Wagner Charitable Foundation

EIN 20-2380497 • Salt Lake City, UT

775 North Hilltop RoadSalt Lake City, UT 84103
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$10M-$25M nonprofits • Source year 2025

Net Margin

4th percentile

-113%

Higher net margin than 4% of similar nonprofits.

$10M-$25M nonprofits • Source year 2025

Top Officer Pay

28th percentile

$30,000

Higher top officer pay than 28% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

$10M-$25M nonprofits • Source year 2025

Asset Growth

2nd percentile

-82%

Faster asset growth than 2% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

71st percentile

27%

Faster revenue growth than 71% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$2,947,153

Down $12,990,072 (-82%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$2,947,153

Down $12,990,072 (-82%) from 2024

Operations
Liabilities / Revenue20th percentileNet Margin4th percentile

Revenue

Up

$11,802,490

Up $2,526,261 (+27%) from 2024

Expenses

Up

$25,114,057

Up $23,921,469 (+2006%) from 2024

Net Income

Down

-$13,311,567

Down $21,395,208 (-265%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth2nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0Assets 2011: $9,453,260Liabilities 2011: $0Net Assets 2011: $9,453,2602011Assets 2012: $9,111,894Liabilities 2012: $0Net Assets 2012: $9,111,8942012Assets 2013: $8,789,526Liabilities 2013: $0Net Assets 2013: $8,789,5262013Assets 2014: $8,580,415Liabilities 2014: $0Net Assets 2014: $8,580,4152014Assets 2015: $8,308,539Liabilities 2015: $0Net Assets 2015: $8,308,5392015Assets 2016: $7,960,137Liabilities 2016: $0Net Assets 2016: $7,960,1372016Assets 2017: $7,746,504Liabilities 2017: $0Net Assets 2017: $7,746,5042017Assets 2018: $7,549,136Liabilities 2018: $0Net Assets 2018: $7,549,1362018Assets 2020: $7,312,762Liabilities 2020: $02020Assets 2021: $7,775,497Liabilities 2021: $0Net Assets 2021: $7,775,4972021Assets 2022: $6,927,917Liabilities 2022: $0Net Assets 2022: $6,927,9172022Assets 2023: $6,561,352Liabilities 2023: $0Net Assets 2023: $6,561,3522023Assets 2024: $15,937,225Liabilities 2024: $0Net Assets 2024: $15,937,2252024Assets 2025: $2,947,153Liabilities 2025: $0Net Assets 2025: $2,947,1532025

Highlighted filing

2025

Assets$2,947,153
Liabilities$0
Net Assets$2,947,153
Open 2025 Filing

Operations Trend

Revenue Growth71st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30M$20M$10M$0-$10M-$20MExpenses 2011: $440,9982011Expenses 2012: $555,2012012Expenses 2013: $599,0432013Revenue 2014: $404,755Expenses 2014: $613,866Net Income 2014: -$209,1112014Revenue 2015: $408,069Expenses 2015: $679,945Net Income 2015: -$271,8762015Revenue 2016: $439,343Expenses 2016: $787,745Net Income 2016: -$348,4022016Revenue 2017: $583,146Expenses 2017: $796,779Net Income 2017: -$213,6332017Revenue 2018: $611,130Expenses 2018: $808,498Net Income 2018: -$197,3682018Revenue 2020: $323,291Expenses 2020: $922,307Net Income 2020: -$599,0162020Revenue 2021: $1,459,819Expenses 2021: $938,971Net Income 2021: $520,8482021Revenue 2022: $272,710Expenses 2022: $1,174,079Net Income 2022: -$901,3692022Revenue 2023: $619,515Expenses 2023: $1,054,189Net Income 2023: -$434,6742023Revenue 2024: $9,276,229Expenses 2024: $1,192,588Net Income 2024: $8,083,6412024Revenue 2025: $11,802,490Expenses 2025: $25,114,057Net Income 2025: -$13,311,5672025

Highlighted filing

2025

Revenue$11,802,490
Expenses$25,114,057
Net Income-$13,311,567
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,947,153
Liabilities
$0
Net assets
$2,947,153
Revenue
$11,802,490
Expenses
$25,114,057
Net income
-$13,311,567
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$11.8$25.1$13.3
2024Detailed filing. Detailed filing data is available for this year.$15.9$0.00$15.9$9.28$1.19$8.08
2023Detailed filing. Detailed filing data is available for this year.$6.56$0.00$6.56$0.62$1.05$0.43
2022Detailed filing. Detailed filing data is available for this year.$6.93$0.00$6.93$0.27$1.17$0.90
2021Detailed filing. Detailed filing data is available for this year.$7.78$0.00$7.78$1.46$0.94$0.52
2020Summary only. Only limited summary data is available for this year.$7.31$0.00$0.32$0.92$0.60
2018Detailed filing. Detailed filing data is available for this year.$7.55$0.00$7.55$0.61$0.81$0.20
2017Detailed filing. Detailed filing data is available for this year.$7.75$0.00$7.75$0.58$0.80$0.21
2016Detailed filing. Detailed filing data is available for this year.$7.96$0.00$7.96$0.44$0.79$0.35
2015Detailed filing. Detailed filing data is available for this year.$8.31$0.00$8.31$0.41$0.68$0.27
2014Detailed filing. Detailed filing data is available for this year.$8.58$0.00$8.58$0.40$0.61$0.21
2013Detailed filing. Detailed filing data is available for this year.$8.79$0.00$8.79$0.60
2012Detailed filing. Detailed filing data is available for this year.$9.11$0.00$9.11$0.56
2011Detailed filing. Detailed filing data is available for this year.$9.45$0.00$9.45$0.44
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 10, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES R HOLBROOKTrusteePT$30,000-$30,000
MEGHAN Z HOLBROOKTrustee-$4,000-$4,000
JESSELIE ANDERSONTrustee-$4,000-$4,000
Filing and Contact Details

Filer

Filer Name
The Ij and Jeanne Wagner Charitable Foundation
EIN
20-2380497
Phone
8017922380
Address
775 NORTH HILLTOP ROAD, SALT LAKE CITY, UT 84103

Signing Officer

Name
James Holbrook
Title
Trustee
Phone
8017922380
Signed
2025-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Chipman Tax & Consulting LLC
Address
1733 S 1100 E Ste 201, Salt Lake City, UT 84105
Preparer
Sterling W Chipman
Phone
8444846500
Raw XML Appendix345 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0Vanguard Growth Index Admiral
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1Vanguard Total Stock Market Index Admiral
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt01651283
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt11119600
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt010145303
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt14004639
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02024-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12024-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt08494020
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt12885039
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0422920
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt011379059
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0Interest Income from IRS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0511
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt011802490
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt011802490
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01075
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01075
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02150
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0422920
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt011379059
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt019000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt019000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt038000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt025070000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt025070000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0422920
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0422920
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0422920
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-13311567
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt014149942
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt01837
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt01838
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt03675
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt011379059
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt011780461
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0116
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0116
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0232
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0511
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0511
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0422920
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt025092028
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt022029
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt025114057
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt011802490
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt011802490
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt022028
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt022029
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt044057
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02009-11-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12009-11-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01651283
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11119600
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt08494020
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12885039
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt08494020
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12885039
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt010145303
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14004639
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Vanguard Growth Index Admiral
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Vanguard Total Stock Market Index
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-07-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-07-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt011379059
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-13311567
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0321495
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02947153
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt015937225
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02947153
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0163168
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0163168
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0163168
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0326916
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0163748
IRS990PF/DistributableAmountGrp/TotalTaxAmt0163748
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt01746
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0128668
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0163748
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnTaxPaidAmt0128668
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0163748
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0163748
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt036826
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0128668
IRS990PF/FMVAssetsEOYAmt02947153
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt015937225
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt02947153
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt011678
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt035335
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt035335
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02189409
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt013736138
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02911818
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt02911818
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt015937225
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02947153
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02947153
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt015937225
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02947153
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt015937225
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02947153
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt06637895
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0220274
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt06417621
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt099568
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0326916
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt06538327
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt06637895
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt04000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt130000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt24000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MEGHAN Z HOLBROOK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JAMES R HOLBROOK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JESSELIE ANDERSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0775 NORTH HILTOP ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1775 NORTH HILTOP ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21326 THIRD AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SALT LAKE CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SALT LAKE CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2SALT LAKE CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0UT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1UT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2UT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd084103
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd184103
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd284103
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt025092028
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt025092028
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt0NA
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0NA
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JAMES HOLBROOK
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0775 NORTH HILTOP ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SALT LAKE CITY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0UT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd084103
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0UT
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum08017922380
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt020000000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt235000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt335000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Youth Teaching YouthAdvanced Critical ThinkingMuseum Activities
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SJQ and EDR need-based scholarships.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Film exhibitionArtistic supportMedia Arts education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Enhance student learning
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0UTAH MUSEUM OF NATURAL HISTORY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SJQ COLLEGE OF LAW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Utah Film Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3USDB Education Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0301 WAKARA WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1383 UNIVERSITY ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2375 W 400 N
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31655 East 3300 South
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SALT LAKE CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SALT LAKE CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Salt Lake City
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Salt Lake City
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd084108
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd184112
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd284103
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd384106
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt025070000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0163168
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01173044
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01034594
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01154539
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0920079
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0902996
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0902996
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt029374284
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt025092028
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01173044
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01034594
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01154539
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0920079
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt025092028
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt025092028
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt030277280
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt05185252
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0163168
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1DUE DILIGENCE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt018
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt198
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt018
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt198
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt036
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1196
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Interest income from IRS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0511
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0511
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0321495
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Adjustment due to sale of Vanguard Funds
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES HOLBROOK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08017922380
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE IJ AND JEANNE WAGNER CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0IJAN
ReturnHeader/Filer/EIN0202380497
ReturnHeader/Filer/PhoneNum08017922380
ReturnHeader/Filer/USAddress/AddressLine1Txt0775 NORTH HILLTOP ROAD
ReturnHeader/Filer/USAddress/CityNm0SALT LAKE CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084103
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0873547139
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Chipman Tax & Consulting LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01733 S 1100 E Ste 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Salt Lake City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084105
ReturnHeader/PreparerPersonGrp/PhoneNum08444846500
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sterling W Chipman
ReturnHeader/ReturnTs02025-11-10T14:38:10-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.