2024-02-28T09:39:21-08:00 2023-12-31 David R Ramos CPA 260 Bolla Ave Alamo CA 94507 990PF 2023-01-01 205969040 T BECK FOUNDATION TBEC PO BOX 171266 SALT LAKE CITY UT 84117 TERESA BECK Director 2024-02-28 true TERESA BECK 999009999 true David R Ramos P00125619 9259156020 X 3 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 1907999 X X 50756 50756 50756 378582 1169153 378582 5252 429338 429338 56008 3000 1500 1500 3800 1900 1900 1031 1031 7831 4431 3400 101000 101000 108831 4431 104400 320507 424907 56008 10495 33276 33276 3022 1485903 1784045 1874723 1499420 1817321 1907999 2884 2884 X 1499420 1814437 1499420 1814437 1499420 1817321 1499420 320507 416 1820343 5906 1814437 13518.89 VANGUARD HI YIELD TAXEXEMPT ADMIRAL P 2022-11-15 2023-01-10 141262 136010 5252 5252 28264.628 DFA INTERNATIONAL SUSTAIN CORE 1 PORT P 2020-03-27 2023-11-16 319559 232350 87209 87209 18318.151 DFA SUSTAIN CORE 1 PORTFOLIO P 2020-03-27 2023-11-16 633332 349891 283441 283441 75000 CAPITAL ONE NATL ASSN VA CD P 2016-12-06 2023-11-09 75000 72320 2680 2680 378582 5252 5906 5906 5906 3022 3022 2884 0 false false false false false false false true true true false false false false true N/A David R Ramos CPA 9259156020 260 Bolla Avenue Alamo CA 945071619 false false false false false false false false false false false false false false false false false false false false false false TERESA BECK PO BOX 171266 SALT LAKE CITY UT 84117 Director 1.00 0 NICOLE REIMER PO BOX 171266 SALT LAKE CITY UT 84117 Trustee 1.00 0 NONE NONE 1846445 4561 0 1851006 0 1851006 27765 1823241 91162 91162 5906 5906 85256 85256 85256 104400 104400 85256 39809 104400 39809 0 64591 20665 TERESA BECK X PLANNED PARENTHOOD OF UTAH 654 SOUTH 900 EAST SALT LAKE CITY UT 84102 NONE 509(a)(1) UNRESTRICTED CHARITABLE DONATION 5000 PACIFIC WILD ALLIANCE 1567 HIGHLANDS DRIVE NE STE 110-373 ISSAQUAH WA 98029 NONE 509(a)(1) UNRESTRICTED CHARITABLE DONATION 5000 CONSERVATION LANDS FOUNDATION 835 EAST 2ND AVENUE 314 DURANGO CO 81301 NONE 509(a)(1) UNRESTRICTED CHARITABLE DONATION 5000 CONSERVATION INTERNATIONAL PO BOX 418608 BOSTON MA 02241 NONE 509(a)(1) UNRESTRICTED CHARITABLE DONATION 10000 NATURE CONSERVANCY-AFRICA 4245 NO FAIRFAX DRIVE SUITE 100 ARLINGTON VA 22203 NONE 509(a)(1) UNRESTRICTTED CHARITABLE DONATION 52500 BEAR EARS PARTNERSHIP PO BOX 338 BLUFF UT 84152 NONE 509(a)(1) UNRESTRICTED CHARITABLE DONATION 5000 NATIONAL URBAN LEAGUE 80 PINE ST 9TH FLOOR NEW YORK NY 10005 NONE 509(a)(1) UNRESTRICTED CHARITABLE DONATION 2500 LEAGUE OF WOMEN VOTERS 1233 20TH ST NW SUITE 500 WASHINGTON DC 20036 NONE 509(a)(1) UNRESTRIECTED CHARITABLE DONATION 2500 GBSCIDP FOUNDATION 375 E ELM STREET SUITE 202 CONSHOHOCKEN PA 19428 NONE 509(a)(1) UNRESTRICTED CHARITABLE DONATION 2500 SEVEN CANYONS TRUST 122 J STREET SALT LAKE CITY UT 84103 NONE 509(a)(1) UNRESTRICTED CHARITABLE DONATION 2500 INTERNATIONAL FOLK ART ALLIANCE 620 CERRILLOS ROAD SANTA FE NM 87505 NONE 509(a)(1) UNRESTRICTED CHARITABLE DONATION 2500 THE FOOD DEPOT 1222 A SILER ROAD SANTA FE NM 87507 NONE 509(a)(1) UNRESTRICTED CHARITABLE DONATION 2500 SANTA FE BOTANICAL GARDEN 715 CAMINO LEJO SANTA FE NM 87505 NONE 509(a)(1) UNRESTRICTED CHARITABLE DONATION 2500 NEW DAY SHELTER 2305 BERNARD PLACE SE SUITE 200 ALBEQUERQUE NM 87106 NONE 509(a)(1) UNRESTRICTED CHARITABLE DONATION 1000 101000 50756 378582 429338 429338 false false false false false false false false false false ACCOUNTING FEES 3000 1500 0 1500 DFA GLOBAL CORE FIXED INCOMEPLUS FIXED AT COST 212757 186084 CAPITAL ONE NATL ASSN AT COST GOLDMAN SACHS BK USA NY AT COST 71114 69419 SYNCHRONY BANK AT COST 72141 71292 DFA GLOBAL REAL ESTATE SEC PORTFOLIO AT COST 85613 100205 DFA INTERNATIONAL SUSTAIN CORE 1 PORT AT COST DFA US SUSTAIN CORE 1 PORTFOLIO I AT COST DFA EMERGING MARKETS SUSTAIN CORE 1 INST AT COST 102633 132027 VANGUARD HI YIELD TAX EXEMPT ADMIRAL AT COST ISHARES TR 10-20 YRS TRS ETF AT COST 227848 233192 DFA TARGETED CREDIT PORTFOLIO INSTL AT COST 177050 180133 DIMENSIONAL ETF TRUST INTERNATIONAL AT COST 291893 316349 DIMENSIONAL ETF TRUST US AT COST 542996 586022 FEDERAL EXCISE TAX 5906 TIMING DIFFERENCES 416 ADVISOR FEES 3800 1900 0 1900 FOREIGN TAX 1031 1031