2024-03-04T15:12:20-08:00 2023-12-31 134236561 Colby & Powell PLC 1535 W Harvard Ave Ste 101 Gilbert AZ 85233 990PF 2023-01-01 871560733 The Thomas and Sheilah Weir Family Foundation THOM 8016904592 10529 E Naranja Ave Mesa AZ 85209 THOMAS WEIR Director 2024-03-04 true THOMAS WEIR 999009999 true David J Hawks CPA EA P01510813 4806353200 0 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 249416 X 125000 5792 5792 5792 4367 433460 4367 4367 135159 10159 10159 1000 1000 0 0 21120 21120 22120 0 21120 113039 10159 10159 3211 15101 8451 122747 223896 240965 125958 238997 249416 0 X 125958 238997 125958 238997 125958 238997 125958 113039 238997 238997 ASSETMARK P 2023-01-01 2023-12-31 407937 403548 4389 4389 ASSETMARK P 2022-12-31 2023-12-31 25523 25545 -22 -22 4367 4367 141 141 141 141 0 false false false false false false false false true AZ true false false false false true N/A Thomas Weir 8016904592 10529 E Naranja Ave Mesa AZ 85209 false false false false false false false false false false false false false false false false false false false false false false THOMAS WEIR 10529 E NARANJA AVE MESA AZ 85209 Director 1.00 0 SHEILAH WEIR 10529 E NARANJA AVE MESA AZ 85209 Director 1.00 0 NONE NONE Provided funds to church missionaries serving communities throughout the world. 22120 187786 11907 0 199693 0 199693 2995 196698 9835 9835 141 141 9694 9694 9694 21120 21120 9694 21120 0 9694 11426 11426 0 11426 3072 11426 X THE CHURCH OF JESUS CHRIST OF LDS 50 E NORTH TEMPLE STREET SALT LAKE CITY UT 84150 NC TO PROVIDE FUNDS TO CHURCH MISSIONARIES SERVING COMMUNITIES THROUGHOUT THE WORLD. 21120 21120 5792 4367 10159 10159 4 DIVIDENDS AND INTEREST EARNED TO FUND EXEMPT PURPOSES. 8 CAPITAL GAINS FROM ASSETS TO FUND EXEMPT PURPOSES false false false false false false false false false false X X 1 Thomas Sheilah Weir 10529 E Naranja Ave Mesa AZ 85209 125000 X ACCOUNTING FEES 1000 0 0 0 ABBOTT LABORATORIES 1111 1101 ABBVIE AFLAC 1937 2475 AMERICAN EXPRESS 1527 1873 APPLE 1326 1540 ASTRAZENECA AT&T 1015 1091 ADP 894 932 BANK OF AMERICA 1799 1852 BLACKROCK 1615 1624 BROADCOM 550 1116 CATERPILLAR 1128 1183 CHEVRON 1806 1790 CHUBB 1637 1808 CISCO SYSTEMS 1002 1061 COMCAST 1698 1754 CONOCOPHILLIPS CONSTELLATION BRANDS DANAHER 1589 1619 ELI LILLY & CO 933 1749 EXXON MOBIL 2538 2799 FEDERAL REALTY INVESTMENT 1812 1752 HOME DEPOT 1107 1040 JOHNSON & JOHNSON 2257 2194 JPMORGAN CHASE 2658 3402 LINDE 1056 1232 MCDONALDS 1081 1186 MERCK & COMPANY 1327 1417 MICROSOFT 1546 1880 MORGAN STANLEY 2063 2145 NEXSTAR MEDIA GROUP NEXTERA ENERGY 2490 2004 NVENT ELECTRIC 1397 2068 PFIZER PHILIP MORRIS 1377 1411 PROCTOR & GAMBLE 1530 1465 PROLOGIS 2235 2266 SOUTHERN COMPANY 1631 1613 STARBUCKS 1110 1056 STRYKER 1604 1797 TEXAS INSTRUMENTS 993 1023 UNION PACIFIC UNITEDHEALTH GROUP 1873 2106 WALT DISNEY 1843 1535 WASTE MANAGEMENT 838 895 WELLS FARGO 1690 1920 WILLIAMS SONOMA 1003 1412 ISHARES CORE MSCI 10778 11558 ISHARES CORE S&P 500 5539 6209 ISHARES CORE S&P SMALL CAP 11826 12990 SPDR BLOOMBERG HIGH YIELD BOND 6552 6821 SPDR PORTFOLIO S&P 500 16427 17944 VANGUARD FTSE ALL WORLD EX US SMALL CAP 4770 5176 NAVIGATOR TACTICAL FIXED INCOME 25124 24123 ACCENTURE PLC IRELAND 804 1053 ACTIVISION BLIZZARD ALLSTATE AMERICAN TOWER CORP ANALOG DEVICES APPLIED MATERIALS 811 1134 CARRIER GLOBAL CORP COCA-COLA 1195 1120 DEVON ENERGY CORP DUKE ENERGY CORP 848 776 ELEMENT SOLUTIONS 930 1111 MCKESSON 1188 1389 OMNICOM GROUP 1255 1211 PARKER-HANNIFIN 1235 1843 PULTEGROUP 1741 2993 RAYTHEON TECHNOLOGIES S&P GLOBAL 1823 2203 SCHWAB CHARLES TARGET THERMO FISHER SCIENTIFIC TRACTOR SUPPLY CO VISA 1346 1562 WALMART 1187 1261 INVESCO BUYBACK ACHIEVERS ISHARES CORE HIGH DIVIDEND ISHARES IBOXX $ HIGH YIELD 14554 15168 SPDR BLOOMBERG BARCLAYS ST HY BOND 1394 1433 SPDR PORTFOLIO S&P 500 VALUE 8941 9373 SPDR SERIES TRUST S&P 400 MID CAP VALUE 4702 4696 AMERICAN TOWER CORP 1415 1511 AMGEN 810 864 CINTAS 1012 1205 CSX 972 1005 FIFTH THIRD BANCORP 1296 1311 FORTIVE 1575 1693 GENERAL DYNAMICS 952 1039 GENERAL MOTORS 916 898 GOLDMAN SACHS GROUP 1404 1543 INTEL 1147 1809 PENTAIR 1494 1818 PPG INDUSTRIES 1117 1196 SIEMENS A G SPON ADR 1133 1310 VALERO ENERGY 1703 1820 VERIZON COMMUNICATIONS 960 1056 INVESCO NASDAQ 100 ETF 4643 4888 ISHARES RUSSELL TOP 200 GROWTH 6598 7184 ISHARES S&P SMALL CAP 600 VALUE 9153 9482