2024-05-01T09:31:09-05:00 2023-12-31 450250958 EIDE BAILLY LLP 5 TRIAD CENTER STE 600 SALT LAKE CITY UT 841801106 990PF 2023-01-01 876163275 SAMUEL C & MYRA G POWELL FOUNDATION SAMU 8017102427 2683 N 950 E OGDEN UT 84414 MARY BARKER VICE CHAIR 8017102427 2024-04-26 1 MARY BARKER 999009999 1 CHETT CAMPBELL CPA P01301037 8015322200 2024-04-25 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 5053690 X X 85970 85970 133816 2424043 133816 219786 219786 108300 27075 81225 3210 1605 1605 23673 23673 0 884 884 0 136067 53237 82830 142000 142000 278067 53237 224830 -58281 166549 27440 56023 56023 2042 2073 2042 2042 2494267 2924567 4014720 1082730 862580 860256 293600 91704 120649 3900110 3936916 5053690 0 0 X 3900110 3900110 0 0 0 36806 3900110 3936916 3900110 3936916 3900110 -58281 95087 3936916 0 3936916 RAYMOND JAMES SHORT TERM CAP GAINS 1283240 1380273 -97033 -97033 RAYMOND JAMES LONG TERM CAPITAL GAINS 138540 146629 -8089 -8089 RAYMOND JAMES LONG TERM CAPITAL GAINS NONCOVERED LOTS 993482 763325 230157 230157 CAPITAL GAINS DIVIDENDS P 8781 8781 8781 133816 2315 0 2315 0 2315 2477 0 0 0 2477 0 162 162 0 0 0 0 0 0 0 0 0 0 0 1 1 UT 1 0 0 0 0 1 N/A RAYMOND JAMES ASSOCIATES 3852753600 2750 E COTTONWOOD PKWY STE 520 COTTONWOOD HEIGHTS UT 84121 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CHARLES BARKER 210 N ROSE ANN CIRCLE PLEASANT VIEW UT 84414 CHAIR 1.00 30100 0 0 MARY L BARKER 2683 N 950 E NORTH OGDEN UT 84414 VICE CHAIR 1.00 30100 0 0 ANN E BARKER 1018 E 2700 N NORTH OGDEN UT 84414 MEMBER 1.00 14100 0 0 NATHAN D FELIX 2385 CLAREMONT DRIVE BOUNTIFUL UT 84010 MEMBER 1.00 20000 0 0 CHIHYON DEAN 210 NORTH ROSE ANN CIRCLE PLEASANT VIEW UT 84414 MEMBER 1.00 14000 0 0 NONE 0 NONE 0 0 4657404 144997 0 4802401 0 0 4802401 72036 4730365 236518 236518 2315 2315 234203 0 234203 0 234203 224830 0 224830 234203 0 0 48989 46516 13095 108600 224830 0 0 0 224830 0 9373 9373 99227 0 0 0 0 0 0 39616 59611 46516 13095 X OGDEN SCHOOL FOUNDATION 1950 MONROE BLVD RM 117 OGDEN UT 84401 N/A PC CLASSROOM GRANTS, TEACHER COLLABORATION ROOM, FOOD PANTRY, MATCHING OF FUNDS DONATED 64000 OGDEN WEBER TECH COLLEGE FOUNDATION 200 N WASHINGTON BLVD OGDEN UT 84404 N/A PC NEED BASED AND ACADEMIC ACHIEVEMENT SCHOLARSHIPS, SPONSORSHIP OF STUDENT SUCCESS. 78000 142000 0 14 85970 18 133816 0 219786 0 219786 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3210 1605 1605 ALTRIA GROUP, INC. NTS 18253 19936 ALTRIA GROUP, INC. NTS 47007 47289 AMERICAN EXPRESS 47044 46841 AMERICAN EXPRESS 18091 19796 AON CORPORATION 18584 19755 APPLE INC 50600 48950 CHARLES SCHWAB CORP 51130 47580 CITIGROUP INC. MTN 19150 19538 COMCAST CORP 101065 95317 EXTRA SPACE STORAGE LP 24935 25566 GENUINE PARTS CO NTS ISIN 31651 32462 GOLDMAN SACHS 24749 24432 GOLDMAN SACHS GROUP 8739 8570 MICRON TECHNOLOGY INC 47690 48800 MORGAN STANLEY MTN 25109 24677 PHILIP MORRIS INTERNATIONAL INC NTS 25293 25910 PUBLIC SERVICE ELECTRIC 51257 49233 SOUTHWESTERN ELECTRIC POWER 47317 47023 STATE STREET CORP 49814 47738 UNITED TECHNOLOGIES 18610 19539 WALT DISNEY COMPANY 24938 24532 WELLS FARGO & CO 93036 97197 WELLS FARGO & CO 18518 19575 ABBVIE INCORPORATED 58021 59663 ALPHABET INC CL C 23402 82444 AMAZON COM 47469 68069 APPLE INC 30308 92222 APTIV PLC SHS 41947 42168 AVNET INCORPORATED 44023 48787 BANK AMERICA CORPORATION 67222 81650 BRIDGEWAY SMALL CAP 51961 57652 CHEVRON 55044 50565 CHUBB LIMITED 34178 37968 CISCO SYSTEMS 45355 48600 COMCAST CORP 29012 34422 COSTCO WHOLESALE 41792 56767 DEERE & COMPANY 51073 52783 DEXCOM INCORPORATED 29671 33256 DODGE & COX STOCK FUND 38250 50556 ELI LILLY & COMPANY 26987 71116 ENCOMPASS HEALTH 52771 64785 ENGAGESMART INCORPORATED COMMON STOCK 27452 31281 FULLER & THALER 155503 198235 GOLDMAN SACHS 62339 72139 HOLOGIC 47520 44513 HUMANA INCORPORATED 38838 38914 ISHARES MSCI EAFE ETF 91504 114532 ISHARES MSCI EMERGING MARKETS 59671 72378 ISHARES RUSSELL 2000 ETF 197306 326957 ISHARES TR LATN AMER 40 ETF 49983 53441 ISHARES TR MSCI INDIA ETF 49986 55155 JABIL INCORPORATED 42004 72873 JPMORGAN CHASE & 65414 86241 LULULEMON ATHLETICA INC 30788 48573 M & T BK CORPORATION 19398 20562 MARATHON PETE 41338 58157 MERCK & COMPANY 86447 95502 META PLATFORMS INCORPORATED CLASS A 103725 139106 MICROSOFT CORP 16847 91754 NORTHERN TR CORPORATION 24653 24639 NVIDIA CORP 60651 153518 ON SEMICONDUCTOR CORPORATION 26849 27983 PALO ALTO NETWORKS INCORPORATED 57497 78143 PARNASSUS CORE EQUITY INSTL 81319 96463 REGENERON PHARMACEUTICALS 28628 31618 REPUBLIC SVCS 64738 80641 RTX CORPORATION 51576 50821 SALESFORCE COM INC 39201 49470 SPDR S & P 500 ETF TRUST 136019 205809 SPDR S&P MIDCAP 400 ETF TRUST 140199 253690 THERMO FISHER SCIENTIFIC INCORPORATED 44037 48302 T-MOBILE US INCORPORATED 27381 30302 ULTA BEAUTY INCORPORATED 42430 47529 VISA INC-CLASS A SHS 45321 58058 WESCO INTERNATIONAL 70781 84158 ZIONS BANKCORPORATION IN A 28738 39790 BLACKSTONE REAL ESTATE INCOME TRUST INC AT COST 91704 120649 PRIOR YEAR BASIS ADJUSTMENT 95087 BROKERAGE FEES 23673 23673 0 FOREIGN TAXES 884 884 0