Nonprofit · EIN 20-2380497
IJ AND JEANNE WAGNER CHARITABLE FOUNDATION
Tax-exempt · SALT LAKE CTY, UT 84103
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990-PF | $14,246 | $1,885,048 | -$1,870,802 | $1,024,088 | $0 | $1,024,088 |
| June 30, 2025 | 990-PF | $11,802,490 | $25,114,057 | -$13,311,567 | $2,947,153 | $0 | $2,947,153 |
| June 30, 2024 | 990-PF | $9,276,229 | $1,192,588 | $8,083,641 | $15,937,225 | $0 | $15,937,225 |
| June 30, 2023 | 990-PF (amended) | $619,515 | $1,054,189 | -$434,674 | $6,561,352 | $0 | $6,561,352 |
Financial details: 990-PF for the year ended June 30, 2026
Revenue
- Dividends
- $13,817
- Other income
- $429
Expenses
- Grants and similar amounts paid
- $1,845,000
- Compensation of officers, directors and key employees
- $38,000
- Disbursements for charitable purposes
- $1,865,023
Balance sheet and other
- Total assets, start of year
- $2,947,153
- Total assets, end of year
- $1,024,088
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,024,088
- Fair market value of assets
- $1,024,088
- Qualifying distributions
- $1,865,023
- Net investment income
- $14,246
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended June 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES R HOLBROOK 775 NORTH HILTOP ROAD, SALT LAKE CITY, UT 84103 | TRUSTEE | 5 | $30,000 |
| MEGHAN Z HOLBROOK 775 NORTH HILTOP ROAD, SALT LAKE CITY, UT 84103 | TRUSTEE | 0.25 | $4,000 |
| JESSELIE ANDERSON 1326 THIRD AVE, SALT LAKE CITY, UT 84103 | TRUSTEE | 0.25 | $4,000 |
990-PF for the year ended June 30, 2025: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES R HOLBROOK 775 NORTH HILTOP ROAD, SALT LAKE CITY, UT 84103 | TRUSTEE | 5 | $30,000 |
| MEGHAN Z HOLBROOK 775 NORTH HILTOP ROAD, SALT LAKE CITY, UT 84103 | TRUSTEE | 0.25 | $4,000 |
| JESSELIE ANDERSON 1326 THIRD AVE, SALT LAKE CITY, UT 84103 | TRUSTEE | 0.25 | $4,000 |
990-PF for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES R HOLBROOK 775 NORTH HILTOP ROAD, SALT LAKE CITY, UT 84103 | TRUSTEE | 5 | $30,000 |
| MEGHAN Z HOLBROOK 775 NORTH HILTOP ROAD, SALT LAKE CITY, UT 84103 | TRUSTEE | 0.25 | $4,000 |
| JESSELIE ANDERSON 1326 THIRD AVE, SALT LAKE CITY, UT 84103 | TRUSTEE | 0.25 | $4,000 |
990-PF for the year ended June 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES R HOLBROOK 775 NORTH HILTOP ROAD, SALT LAKE CITY, UT 84103 | TRUSTEE | 5 | $30,000 |
| MEGHAN Z HOLBROOK 775 NORTH HILTOP ROAD, SALT LAKE CITY, UT 84103 | TRUSTEE | 0.25 | $4,000 |
| JESSELIE ANDERSON 1326 THIRD AVE, SALT LAKE CITY, UT 84103 | TRUSTEE | 0.25 | $4,000 |
Address and contacts
- Address (IRS master file)
- 775 N HILLTOP RD, SALT LAKE CTY, UT 84103-3311
- In care of
- % HERALD O JOHNSON
- Signed the 990-PF
- JAMES HOLBROOK, TRUSTEE
- Phone
- (801) 792-2380
- Return prepared by
- Chipman Tax & Consulting LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | 990-PF on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-2380497
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2005
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $1,024,088
- Income (IRS master file)
- $14,246
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2026 | $14,246 | $1,885,048 | $1,024,088 | XML |
| 990-PF | June 2025 | $11,802,490 | $25,114,057 | $2,947,153 | XML |
| 990-PF | June 2024 | $9,276,229 | $1,192,588 | $15,937,225 | XML |
| 990-PF | June 2023 | $619,515 | $1,054,189 | $6,561,352 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-2380497).
Questions about IJ AND JEANNE WAGNER CHARITABLE FOUNDATION
- What is the EIN of IJ AND JEANNE WAGNER CHARITABLE FOUNDATION?
- The employer identification number (EIN) of IJ AND JEANNE WAGNER CHARITABLE FOUNDATION is 20-2380497.
- Is IJ AND JEANNE WAGNER CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to IJ AND JEANNE WAGNER CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does IJ AND JEANNE WAGNER CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of IJ AND JEANNE WAGNER CHARITABLE FOUNDATION due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did IJ AND JEANNE WAGNER CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2026.
- Who are the officers and directors of IJ AND JEANNE WAGNER CHARITABLE FOUNDATION?
- The 990-PF for the year ended June 30, 2026 lists 3 people; 3 received compensation from the organization, the highest $30,000 (JAMES R HOLBROOK, TRUSTEE).
- How much revenue does IJ AND JEANNE WAGNER CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended June 30, 2026 it reported revenue of $14,246, expenses of $1,885,048 and total assets of $1,024,088 at year end.
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