2024-08-20T15:00:00-07:00 2023-06-30 873547139 Chipman Tax & Consulting LLC 1733 S 1100 E Ste 201 Salt Lake City UT 84105 990PF 2022-07-01 202380497 THE IJ AND JEANNE WAGNER CHARITABLE FOUNDATION IJAN 8017922380 775 NORTH HILLTOP ROAD SALT LAKE CITY UT 84103 JAMES HOLBROOK TRUSTEE 8017922380 2024-08-20 true true Sterling W Chipman P02374584 8444846500 2023-08-01 2022 2024-08-08 14:25:15Z X X 23361934 X X 266280 266280 266280 353235 500000 353235 0 0 619515 619515 266280 38000 19000 19000 0 780 390 390 0 0 0 409 205 204 39189 19595 19594 1015000 1015000 1054189 19595 1034594 -434674 599920 266280 10945 12844 12844 790412 568714 568714 0 0 6126560 5979794 22780376 0 0 0 0 0 0 6927917 6561352 23361934 0 0 0 0 0 X 6927917 6561352 6927917 6561352 6927917 6561352 6927917 -434674 68109 6561352 6561352 VANGUARD EXT MKT INDEX FUND P 2009-11-25 2023-05-22 100000 0 29551 70449 0 0 0 70449 VANGUARD GROWTH INDEX FUND P 2009-11-25 2023-05-22 100000 0 19989 80011 0 0 0 80011 VANGUARD MID-CAP INDEX FUND P 2009-11-25 2023-05-22 100000 0 27892 72108 0 0 0 72108 VANGUARD TOTAL STOCK INDEX FUND P 2009-11-25 2023-05-22 100000 0 26901 73099 0 0 0 73099 VANGUARD VALUE INDEX FUND P 2005-12-05 2023-05-22 100000 0 42432 57568 0 0 0 57568 353235 8339 0 8339 0 8339 3520 3520 3520 X 0 4819 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 22639691 708371 0 23348062 0 23348062 350221 22997841 1149892 1149892 8339 8339 1141553 1141553 1141553 1034594 1034594 1141553 0 890183 902996 920079 1154539 3867797 1034594 0 1034594 4902391 0 0 0 1141553 0 4902391 890183 902996 920079 1154539 1034594 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 100000 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 Todd Reese TaylorScholarship Fund 35000 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 145000 SJQ COLLEGE OF LAW 383 UNIVERSITY ST SALT LAKE CITY UT 84112 PUBLIC Student Scholarships 130000 USDB EDUCATION FOUNDATION 1655 EAST 3300 SOUTH SALT LAKE CITY UT 84106 PUBLIC Enhance Student Learning 27500 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 50000 BEST FRIENDS ANIMAL SANCTUARY 5001 Angel Canyon Rd KANAB UT 84741 C Purchase of Land and mineral rights 25000 FLATHEAD VALLEY CCF 777 Grandview Dr KALISPEL MT 59901 PUBLIC Enhance student learning 25000 JUVENILE DIABETES RESEARCH FOUNDATION 132 S 600 E STE 100 SALT LAKE CITY UT 84102 PC Diabetes Research 2500 HATCH FOUNDATION 411 East South Temple SALT LAKE CITY UT 84111 PC Scholarships for student interns 350000 1015000 14 266280 18 353235 0 619515 0 619515 NA NA false false false false false false false false false false VANGUARD EXT MKT INDEX FUND Purchased 2023-05 100000 29551 70449 VANGUARD GROWTH INDEX FUND Purchased 2023-05 100000 19989 80011 VANGUARD MID-CAP INDEX FUND Purchased 2023-05 100000 27892 72108 VANGUARD TOTAL STOCK INDEX FUND Purchased 2023-05 100000 26901 73099 VANGUARD VALUE INDEX FUND Purchased 2023-05 100000 42432 57568 BANK FEES 36 18 18 DUE DILIGENCE FEES 373 187 186 PRIOR PERIOD ADJUSTMENT 68109