2024-10-08T08:32:33-07:00 2024-06-30 873547139 Chipman Tax & Consulting LLC 1733 S 1100 E Ste 201 Salt Lake City UT 84105 990PF 2023-07-01 202380497 THE IJ AND JEANNE WAGNER CHARITABLE FOUNDATION IJAN 8017922380 775 NORTH HILLTOP ROAD SALT LAKE CITY UT 84103 JAMES HOLBROOK TRUSTEE 8017922380 2024-10-08 true true Sterling W Chipman P02374584 8444846500 2024-10-08 2023 2024-10-15 13:58:12Z X 27453330 X X 373482 373482 373482 8902747 13998796 8902747 0 0 9276229 9276229 373482 38000 19000 19000 0 850 425 425 0 0 0 238 119 119 39088 19544 19544 1153500 1153500 1192588 19544 1173044 8083641 9256685 373482 12844 11678 11678 568714 13736138 13736138 0 0 5979794 2189409 13705514 0 0 0 0 0 0 6561352 15937225 27453330 0 0 0 0 0 X 6561352 15937225 6561352 15937225 6561352 15937225 6561352 8083641 1292232 15937225 15937225 Vanguard Ext Mkt Index Fund P 2009-11-25 2024-05-22 3988677 0 1240788 2747889 0 0 0 2747889 Vanguard Growth Index Fund P 2009-11-25 2024-05-22 999515 0 179560 819955 0 0 0 819955 Vanguard Mid-Cap Index Fund P 2009-11-25 2024-05-22 3238220 0 1030771 2207449 0 0 0 2207449 Vanguard Total Stock Index Fund P 2009-11-25 2024-05-22 995436 0 291401 704035 0 0 0 704035 Vanguard Value Index Fund P 2009-06-29 2024-05-22 4776948 0 2353529 2423419 0 0 0 2423419 8902747 128668 0 128668 0 128668 3341 3341 3341 X 4 125331 0 false false false false false false false true true UT true false false false false true N/A JAMES HOLBROOK 8017922380 775 NORTH HILTOP ROAD SALT LAKE CITY UT 84103 false false false false false false false false false false false false false false false false false false false false MEGHAN Z HOLBROOK 775 NORTH HILTOP ROAD SALT LAKE CITY UT 84103 TRUSTEE 0.25 4000 0 0 JAMES R HOLBROOK 775 NORTH HILTOP ROAD SALT LAKE CITY UT 84103 TRUSTEE 5.00 30000 0 0 JESSELIE ANDERSON 1326 THIRD AVE SALT LAKE CITY UT 84103 TRUSTEE 0.25 4000 0 0 NONE 0 NONE 0 24715775 2737226 0 27453001 0 27453001 411795 27041206 1352060 1352060 128668 128668 1223392 1223392 1223392 1173044 1173044 1223392 890183 902996 920079 1154539 1034594 4902391 1173044 0 1173044 6075435 0 0 0 1223392 890183 5185252 902996 920079 1154539 1034594 1173044 X THE MADELEINE CHOIR SCHOOL 331 EAST SOUTH TEMPLE SALT LAKE CITY UT 84111 PUBLIC Needs-based Scholarships tobe awarded to minoritystudents as determined by the school. 25000 UTAH MUSEUM OF NATURAL HISTORY 301 WAKARA WAY SALT LAKE CITY UT 84108 PC Youth Teaching YouthAdvanced Critical ThinkingMuseum Activities 200000 SALT LAKE COMMUNITY COLLEGE 4600 S REDWOOD ROAD SALT LAKE CITY UT 84130 PUBLIC Support Minoritystudent scholarships 25000 SNOW COLLEGE FOUNDATION 150 EAST COLLEGE AVE EPHRAIM UT 84627 PUBLIC Needs-based MinorityScholarship Fund 25000 UNIVERSITY OF UTAH HINKLEY INSITUTE OF POLITICS 260 S CENTRAL CAMPUS DRIVE SALT LAKE CITY UT 84112 PUBLIC Taylor + FerryScholarship Fund 10000 UNIVERSITY OF UTAH HINKLEY INSITUTE OF POLITICS 260 S CENTRAL CAMPUS DRIVE SALT LAKE CITY UT 84112 PUBLIC BarlowScholarship Fund 25000 WAGNER JCC SUMMER SCHOLARSHIPS 2 NORTH MEDICAL DR SALT LAKE CITY UT 84113 PUBLIC Student Scholarships 25000 NHMU PROGRAMS AND EXHIBITS 301 WAKARA WAY SALT LAKE CITY UT 84108 PC Teen ExplainersCreative Science Learning 25000 NHMU PROGRAMS AND EXHIBITS 301 WAKARA WAY SALT LAKE CITY UT 84108 PC NHMU YTY Program 25000 NHMU PROGRAMS AND EXHIBITS 301 WAKARA WAY SALT LAKE CITY UT 84108 PC NHMU ACT Program 120000 NHMU PROGRAMS AND EXHIBITS 301 WAKARA WAY SALT LAKE CITY UT 84108 PC NHMU Orcas Exhibit 75000 NHMU PROGRAMS AND EXHIBITS 301 WAKARA WAY SALT LAKE CITY UT 84108 PC NHMU Basket Display Case 25000 SJQ COLLEGE OF LAW 383 UNIVERSITY ST SALT LAKE CITY UT 84112 PUBLIC SJQ and EDR need-based scholarships. 30000 USDB EDUCATION FOUNDATION 1655 EAST 3300 SOUTH SALT LAKE CITY UT 84106 PUBLIC Enhance Student Learning 25000 UU VETERANS SUPPORT CENTER 200 S CENTRAL CAMPUS DRIVE SALT LAKE CITY UT 84112 PC Veterans SupportCenter Operations 25000 CARMEL OF THE IMMACULATE HEART 5714 HOLLADAY BLVD SALT LAKE CITY UT 84121 C Operations FundingCapital improvementsCutting machine purchase 13500 HATCH FOUNDATION 411 East South Temple SALT LAKE CITY UT 84111 PC Scholarships for student interns 450000 UTAH CLEAN ENERGY ALLIANCE 215 SOUTH 400 EAST SALT LAKE CITY UT 84111 C Promote energy efficiencyand clean energy technologies 5000 1153500 14 373482 18 8902747 0 9276229 0 9276229 NA NA false false false false false false false false false false Vanguard Ext Mkt Index Fund Purchased 2024-05 3988677 1240788 2747889 Vanguard Growth Index Fund Purchased 2024-05 999515 179560 819955 Vanguard Mid-Cap Index Fund Purchased 2024-05 3238220 1030771 2207449 Vanguard Total Stock Index Fund Purchased 2024-05 995436 291401 704035 Vanguard Value Index Fund Purchased 2024-05 4776948 2353529 2423419 BANK FEES 36 18 18 DUE DILIGENCE FEES 202 101 101 Adjustment due to sale of Vanguard Funds 1292232