Ij And Jeanne Wagner Charitable Foundation in Salt Lake Cty, Utah (UT)

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Ij And Jeanne Wagner Charitable Foundation
Employer Identification Number (EIN)202380497
Name of OrganizationIj And Jeanne Wagner Charitable Foundation
In Care of NameHerald O Johnson
Address775 N Hilltop Rd, Salt Lake Cty, UT 84103-3311
SubsectionCharitable Organization
Ruling Date09/2005
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationTrust
Exempt Organization StatusUnconditional Exemption
Tax Period06/2014
Assets$5,000,000 to $9,999,999
Income$500,000 to $999,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$8,580,415
Amount of Income$636,719
Form 990 Revenue Amount$213,835
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Corporate Foundations


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Amount of income in 2014: $636,719 (it was $640,383 in 2013)
Ij And Jeanne Wagner Charitable Foundation: 

 $636,719
Other organizations performing similar types of work: 

 $107,502

Assets in 2014: $8,580,415 (it was $8,789,526 in 2013)
This organization: 

 $8,580,415
Other organizations performing similar types of work: 

 $322,766

Expenses in 2014: $613,866
Ij And Jeanne Wagner Charitable Foundation: 

 $613,866
Other organizations performing similar types of work: 

 $58,249

Income to expenses ratio in 2014: 1.0
Ij And Jeanne Wagner Charitable Foundation: 

 1.0
Other organizations performing similar types of work: 

 2.0

Grants share in income in 2014: 0.0%
Ij And Jeanne Wagner Charitable Foundation: 

 0.0%
Other organizations performing similar types of work: 

 98.7%

Financial snapshot ($)

Revenue for 2014

Assets at the end of 2014

Expenses for 2014

Analysis of Revenue and Expenses (for 2014)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$404,755$404,755$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$10
Dividends and interest from securities$231,709
Gross rents$0
Gross sales price for all assets$405,000
Gross profit from sales of goods$0
Other income$0
Other$173,036
Total expenses and disbursements$613,866$22,795$0$584,271
Compensation of officers, directors, trustees, etc.$51,200
Pension plans, employee benefits$0
Legal fees$0
Accounting fees$790
Interest$0
Depreciation$0
Occupancy$0
Travel, conferences, and meetings$76
Printing and publications$0
Total operating and administrative expenses$58,866$22,795$29,271
Contributions, gifts, grants paid$555,000
Excess of revenue over expenses and disbursements$-209,111
Net investment income$381,960
Adjusted net income$0
Balance Sheets
2011201220132014
Book ValueFair Market ValueBook ValueFair Market ValueBook ValueFair Market ValueBook ValueFair Market Value
Total assets$9,453,260$11,204,106$9,111,894$10,873,300$8,789,526$12,608,482$8,580,415$15,120,651
Cash - non-interest-bearing$877$254$1,968$5,168
Investments-U.S. and state government obligations$0$0$0$0
Investments-corporate stock$9,407,720$9,090,176$8,726,470$8,494,499
Investments-corporate bonds$0$0$0$0
Investments-mortgage loans$0$0$0$0
Investments-other$0$0$0$0
Other assets$0$0
Total liabilities$1$1$1$1
Mortgages and other notes payable$0$0$0$0
Other liabilities$0$0
Total liabilities and net assets/fund balances$9,453,260$9,111,894$8,789,526$8,580,415
Capital Gains and Losses for Tax on Investment Income
2011201220132014
Capital gain net income$10,889$21,427$46,292$173,036
Net capital loss$0$0$0$0
Excise Tax Based on Investment Income
2011201220132014
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)NoNoNoNo
Tax based on investment income$1,692$1,930$2,591$7,639
Total credits and payments$2,151$2,959$4,027$8,235
Current year estimated tax payments and previous year's overpayment credited to current year$2,151$2,959$4,027$8,235
Exempt foreign organizations-tax withheld at source$0$0$0$0
Tax paid with application for extension of time to file (Form 8868)$0$0$0$0
Backup withholding erroneously withheld$0$0$0$0
Any penalty for underpayment of estimated tax$0$2$1$0
Tax due$0$0
Overpayment$1,435$596
Amount to be credited to next year's estimated tax$459$1,027$1,435$596
Statements Regarding Activities
2011201220132014
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign?NoNoNoNo
Has the foundation engaged in any activities that have not previously been reported to the IRS?NoNo
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of incorporation, or bylaws, or other similar instruments?NoNo
Has the foundation filed a tax return on Form 990-T for this year?NoNo
Was there a liquidation, termination, dissolution, or substantial contraction during the year?NoNoNoNo
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?YesYes
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for current calendar year or the taxable year beginning in this year?NoNoNoNo
Did any persons become substantial contributors during the tax year?NoNo
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?NoNo
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?YesYes
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041NoNo
Statements Regarding Activities for Which Form 4720 May Be Required
2011201220132014
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?NoNoNoNo
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?NoNoNoNo
Furnish goods, services, or facilities to (or accept them from) a disqualified person?NoNoNoNo
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?NoNoYesYes
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?NoNoNoNo
Agree to pay money or property to a government official?NoNoNoNo
Did any of the acts fail to qualify under the exceptions described in Regulations section 53.4941(d)-3 or in a current notice regarding disaster assistance?NoNo
Did the foundation engage in a prior year in any of the acts, other than excepted acts, that were not corrected before the first day of the tax year beginning in this year?NoNo
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?NoNoNoNo
Are there any years listed above for which the foundation is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed income?NoNo
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?NoNoNoNo
Did the foundation have excess business holdings in this year as a result of (1) any purchase by the foundation or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3) the lapse of the 10-, 15-, or 20-year first phase holding period?NoNoNoNo
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?NoNoNoNo
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in this year?NoNo
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?NoNoNoNo
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?NoNoNoNo
Provide a grant to an individual for travel, study, or other similar purposes?NoNoNoNo
Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)?NoNoNoNo
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?NoNoNoNo
Did any of the transactions fail to qualify under the exceptions described in Regulations section 53.4945 or in a current notice regarding disaster assistance?NoNo
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?NoNo
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?NoNo
Minimum Investment Return
2011201220132014
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$10,605,175$10,749,810$11,870,350$14,138,320
Net value of noncharitable-use assets$11,692,295$13,926,245
Minimum investment return$522,305$529,428$584,615$696,312
Distributable Amount
2011201220132014
Distributable amount$520,613$527,498$582,024$688,673
Undistributed Income
2011201220132014
Distributable amount for this year$520,613$527,498$582,024$688,673
Undistributed income for this year. This amount must be distributed in the next year$506,885$502,958$506,762$611,164
Private Operating Foundations (for 2011 - 2014)
2014201320122011Total
The lesser of the adjusted net income or the minimum investment return$0$0$0$0$0
Qualifying distributions made directly for active conduct of exempt activities$0$0$0$0$0
Value of all assets$0$0$0$0$0
Value of assets qualifying under section 4942(j)(3)(B)(i)$0$0$0$0$0
2/3 of minimum investment return$0$0$0$0$0
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties)$0$0$0$0$0
Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)$0$0$0$0$0
Gross investment income$0$0$0$0$0
Supplementary Information (for 2014)
Grants approved for future payment$0
Analysis of Income-Producing Activities (for 2014)
AmountRelated or exempt function income
Program service revenue
Fees and contracts from government agencies$0$0
Membership dues and assessments$0$0
Interest on savings and temporary cash investments$10$0
Dividends and interest from securities$231,709$0
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (for 2014)
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Transfers from the reporting foundation to a noncharitable exempt organization of:
CashNo
Other assetsNo
Other transactions:
Sales of assets to a noncharitable exempt organizationNo
Purchases of assets from a noncharitable exempt organizationNo
Rental of facilities, equipment, or other assetsNo
Reimbursement arrangementsNo
Loans or loan guaranteesNo
Performance of services or membership or fundraising solicitationsNo
Sharing of facilities, equipment, mailing lists, other assets, or paid employeesNo
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1The Ray And Tye Noorda Foundation333 S 520 W, Lindon, UT 84042-1911UT2000-09$31,510,408
2Kenneth P And Sally Rich Burbidge Foundation No 21751 E Yalecrest Ave, Salt Lake Cty, UT 84108-1839UT2010-08$1,705,878
3Smiles For Life Foundation975 E Woodoak Ln Ste 200, Salt Lake Cty, UT 84117-7275UT1999-07$1,619,913
4Segal Foundation Inc1303 4th Avenue, Salt Lake City, UT 84103-4408UT2003-07$1,315,472
5Give2live430 Ridge Ln, Alpine, UT 84004-2654UT2012-03$341,221
6Omid For IranPO BOX 11623, Salt Lake Cty, UT 84147-0623UT2010-08$141,493
7Peters Family FoundationPO BOX 3208, Park City, UT 84060-3208UT2010-08$76,457
8Icon Health & Fitness Foundation1500 S 1000 W, Logan, UT 84321-8206UT2013-02$62,537
9Utah Motorsports Foundation764 W South Temple, Salt Lake City, UT 84104UT1999-05$42,545
10Stan And Sandy Checketts Foundation15 South Main, Logan, UT 84321-5809UT1999-03$39,814
11Ladies Community Club121 N Highland Blvd, Brigham, UT 84302UT2014-08$2,677
12The Hendrix FoundationPO BOX 58434, Salt Lake Cty, UT 84158-0434UT2001-03$2,076
13Prosperity Network Foundation433 N 1670 W, Lindon, UT 84042UT2013-10$1,374
14Questar Corporation Native American Scholarship FoundationPO BOX 45433, Salt Lake Cty, UT 84145-0433UT1999-07$1,344
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17Naartjie Kids Foundation2369 Orton Cr, Salt Lake City, UT 84119-7679UT2010-05$0
18One World Online Charitable Foundation374 E 400 S Ste 3, Springville, UT 84663-1984UT2000-03$0
19Steve & Jill Webber Foundation, Webber Steve2410 Entrada Trl Unit 41, St George, UT 84770-6152UT2003-09$0
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Number of organizations performing similar types of work
Alaska6
Alabama22
Arkansas13
Arizona41
California323
Colorado62
Connecticut59
District of Columbia21
Delaware45
Florida200
Georgia87
Hawaii13
Iowa26
Idaho13
Illinois148
Indiana53
Kansas20
Kentucky21
Louisiana20
Massachusetts108
Maryland62
Maine6
Michigan78
Minnesota56
Missouri38
Mississippi11
Montana12
North Carolina85
North Dakota3
Nebraska23
New Hampshire10
New Jersey139
New Mexico14
Nevada24
New York359
Ohio99
Oklahoma35
Oregon40
Pennsylvania119
Rhode Island21
South Carolina19
South Dakota6
Tennessee28
Texas190
Utah31
Virginia60
Vermont8
Washington67
Wisconsin52
West Virginia2
Wyoming10
International5
Total3,013

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