2024-05-14T13:39:01-05:00 2023-12-31 814659652 ALPINE PS CPAS 10900 NE 8TH ST STE 1620 BELLEVUE WA 98004 990PF 2023-01-01 823660662 TODD FAMILY FOUNDATION TODD 8013094154 1614 E ASPEN LOOP PROVO UT 84606 CARRIE J TODD PRESIDENT 8013094154 2024-05-03 1 CARRIE TODD XXX-XX-XXXX 1 JOSHUA SOLOMON P01540587 4256252694 2024-05-03 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 4164362 X X 509 509 115044 115044 -81671 690853 0 33882 115553 0 0 0 401 0 401 4100 2050 2050 25000 25000 0 1645 1645 0 142 0 25 31288 28695 2476 204000 204000 235288 28695 206476 -201406 86858 94733 57669 57669 2806173 2835677 3435036 615822 615822 547693 184521 0 0 133289 123964 123964 3834538 3633132 4164362 0 0 X 0 0 0 0 3834538 3633132 3834538 3633132 3834538 3633132 3834538 -201406 0 3633132 0 3633132 PUBLICLY TRADED SECURITIES-ST P 2023-01-01 2023-12-31 24971 28042 -3071 -3071 PUBLICLY TRADED SECURITIES-LT P 2022-01-01 2023-12-31 663437 744482 -81045 -81045 CAPITAL GAINS DIVIDENDS P 2445 2445 2445 -81671 1207 0 1207 0 1207 4129 0 0 0 4129 0 2922 2922 0 0 0 0 0 0 0 0 0 0 0 1 1 WA 1 0 0 0 0 1 NONE THE FOUNDATION 8013094154 1614 E ASPEN LOOP PROVO UT 84606 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CARRIE J TODD 1614 E ASPEN LOOP PROVO UT 84606 PRESIDENT & TREASURER 1.00 0 0 0 STEPHEN T TODD 1614 E ASPEN LOOP PROVO UT 84606 VICE PRESIDENT & SECRETARY 1.00 0 0 0 NONE 0 NONE 0 0 3829911 116136 123964 4070011 0 0 4070011 61050 4008961 200448 200448 1207 1207 199241 0 199241 0 199241 206476 0 206476 199241 203338 0 0 206476 203338 0 0 3138 0 0 0 0 0 0 0 0 196103 0 0 0 CARRIE J TODD STEPHEN T TODD X UTAH VALLEY UNIVERSITY 800 W UNIVERSITY PKWY OREM UT 84058 NONE PC OPERATING GRANT 100000 PHILANTHROPIES 1450 N UNIVERSITY AVE PROVO UT 84604 NONE PC OPERATING GRANT 104000 204000 0 14 509 14 115044 18 -81671 0 33882 0 33882 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 4100 2050 2050 METROPOLITAN WEST TOTAL RETURN BOND FD 615822 547693 IRONWOOD INSTITUTIONAL MULTI STRATEGY FUND 502497 519508 VANGUARD FTSE ALL WORLD ETF 937679 977117 VANGUARD TOTAL STOCK MARKET ETF 811456 1314199 DWS RREEF REAL ASSETS IN 438030 463624 JHANCOCK INFRASTRUCTURE 146015 160588 LEGAL FEES 401 0 401 DIVIDENDS RECEIVABLE 34112 24787 24787 INSTALLMENT NOTE RECEIVABLE 99177 99177 99177 LICENSE FEES 25 0 25 OTHER MISC EXPENSES 117 0 0 INVESTMENT MANAGEMENT FEES 25000 25000 0 FOREIGN TAX ON DIVIDEND INCOME 1645 1645 0