2024-11-08T11:54:18-08:00 2023-12-31 421556264 Simmons & Company A Professional CPA Corp 2494 South 1300 East Salt Lake City UT 84106 990PF 2023-01-01 263920975 Rafati Foundation RAFA 8015809191 2479 Field Rose Drive Salt Lake City UT 84121 Ali Rafati Trustee 2024-11-08 true true Marc L Simmons CPA P00109483 8014862731 2023 2024-10-15 13:58:12Z X 2543950 X 500000 1055 1055 1055 39078 39078 39078 19046 2096676 19046 19046 559179 59179 59179 6434 6434 5722 5722 12156 12156 0 43355 43355 55511 12156 43355 503668 47023 59179 556233 186946 186946 657340 681269 681269 781141 1675735 1675735 1994714 2543950 2543950 0 X 1994714 2543950 1994714 2543950 1994714 2543950 1994714 503668 45568 2543950 2543950 160000.000 Shs UST NTS 2.875% 093023 P 2023-02-15 2023-10-02 160000 157950 2050 2050 160000.000 Shs UST NTS 1.625% 053123 P 2023-03-01 2023-05-31 160000 158812 1188 1188 161000.000 Shs UST NTS 2.75% 073123 P 2023-03-01 2023-07-31 161000 159579 1421 1421 166000.000 Shs UST NTS .125% 051523 P 2023-02-15 2023-05-15 166000 164204 1796 1796 167000.000 Shs UST NTS .125% 071523 P 2023-02-15 2023-07-17 167000 163745 3255 3255 168000.000 Shs UST NTS .125% 081523 P 2023-02-15 2023-08-15 168000 164115 3885 3885 162000.000 Shs UST NTS .125% 063023 P 2023-03-01 2023-06-30 162000 159526 2474 2474 169000.000 Shs UST NTS .25% 093023 P 2023-05-16 2023-10-02 169000 166023 2977 2977 781141.450 Shs FIDELITY TREAS INSTL P 2022-12-30 2023-02-15 781141 781141 2535.490 Shs FIDELITY TREAS INSTL P 2023-02-01 2023-02-15 2535 2535 19046 19046 654 654 654 662 662 8 8 false false false false false false false true true UT true false false false false true N/A Simmons & Company 8014862731 2494 South 1300 East Salt Lake City UT 841063156 false false false false false false false false false false false false false false false false false false false false false false Al Rafati 2479 Field Rose Drive Salt Lake City UT 841211571 Trustee 0.50 0 Cameron Rafati 2479 Field Rose Drive Salt Lake City UT 841211571 Trustee 0.50 0 NONE NONE 1870408 152602 0 2023010 0 2023010 30345 1992665 99633 99633 654 654 98979 98979 98979 43355 43355 98979 35364 43355 35364 0 7991 90988 Al Rafati Al Rafati X Utah Sheriffs Association 1055 East 5825 South Ogden UT 84405 N/A 501(c)(3) To protect the lives and property of Utah citizens. 200 Humane Society of Utah 4242 South 300 West Murray UT 84107 N/A 501(c)(3) To shelter abandoned animals, fight cruelty and neglect, and create an environment of respect, responsibility, and compassion for all animals across Utah. 6750 Huntsman Cancer Institute 2000 Circle of Hope Salt Lake City UT 84112 N/A 501(c)(3) To understand cancer from its beginnings, to use that knowledge in the creation and improvement of cancer treatments, to relieve the suffering of cancer patients, and to provide education about cancer risk, prevention, and care. 10000 Utah Food Bank 3150 South 900 West Salt Lake City UT 84119 N/A 501(c)(3) To serve those fighting hunger throughout the state. 7665 Baseline Christian Fellowship 4037 West Nike Drive West Jordan UT 84088 N/A 501(c)(3) To discover the difference between God and church, religion and relationship, and stories in the Bible and application in our everyday lives. 500 Utah State University 1540 Old Main Hill Logan UT 84322 N/A 501(c)(3) To promote exceptional education, research and discovery, and community contribution. 2000 Cathedral of the Madeleine 331 East South Temple Salt Lake City UT 84111 N/A 501(c)(3) To fund the Cathedral's operations as the mother church for Roman Catholics in the state of Utah. 1000 Eagle Mountain Chamber of Commerce 3688 East Campus Drive Ste 101 Eagle Mountain UT 84005 N/A 501(c)(3) To help serve the local community and promote local businesses. 2240 Hope Clinic 65 East 6850 South Midvale UT 84047 N/A 501(c)(3) To help recognize, educate, and medically treat patients who are without resources as well as link those who qualify to established programs to meet their needs. 3000 Maliheh Clinic 941 East 3300 South Millcreek UT 84106 N/A 501(c)(3) To provide free, same-day access to high quality urgent medical care for all qualified patients. 6000 Mercy Ships PO Box 1930 Garden Valley TX 75771 N/A 501(c)(3) To help send hospital ships filled with volunteer medical professionals who selflessly provide life-changing surgeries to children and adults who otherwise would go without. 500 Nebo School District 350 South Main Spanish Fork UT 84660 N/A 501(c)(3) To provide each student with quality instruction, learning opportunities, and educational environments which inspire classroom success, personal excellence, and responsible citizenship. 500 Pony Express Events 4447 Major Street Eagle Mountain UT 84005 N/A 501(c)(3) To help fund city activities to bring the community together. 3000 43355 14 1055 14 39078 19046 40133 19046 59179 false false false false false false false false false false X X 1 Ali Rafati 2479 Field Rose Drive Salt Lake City UT 841211571 500000 X Abbott Laboratories (525 Shs) 57787 57787 AFLAC Inc (425 Shs) 35063 35063 Analog Devices Inc (273 Shs) 54207 54207 Automatic Data Processing (156 Shs) 36343 36343 Chevron Corp (121 Shs) 18048 18048 Chubb Ltd (126 Shs) 28476 28476 Emerson Electric (106 Shs) 10317 10317 Factset Research (66 Shs) 31485 31485 Johnson & Johnson (415 Shs) 65047 65047 Linde PLC (133 Shs) 54624 54624 McDonalds Corp (108 Shs) 32023 32023 Nextera Energy (252 Shs) 15306 15306 Pepsico Inc (148 Shs) 25136 25136 Phillips 66 (354 Shs) 47132 47132 Procter & Gamble (162 Shs) 23739 23739 UnitedHealth Group (190 Shs) 100030 100030 Walmart Inc (177 Shs) 27904 27904 WEC Energy (221 Shs) 18602 18602 US Tsy Notes 0.750% FMV 336000 336000 US Tsy Notes 0.875% FMV 169397 169397 US Tsy Notes 0.125% FMV 163975 163975 US Tsy Notes 0.250% FMV 171275 171275 US Tsy Bill FMV 333457 333457 US Tsy Notes 2.500% FMV 166122 166122 US Tsy Notes 0.250% FMV 335509 335509 Investment Fees 5722 5722