2024-04-25T14:43:34-05:00 2023-12-31 954885412 EUGENE LEWIS & ASSOCIATES 44 E FOOTHILL BLVD 100 ARCADIA CA 91006 990PF 2023-01-01 330938198 FIRST HARVEST FOUNDATION FIRS 9497211982 PO BOX 681033 PARK CITY UT 84068 JUDITH SWEENEY TRUSTEE 9497211982 2024-04-24 1 JUDITH SWEENEY 999009999 1 WADE E STEVENS P01750790 6264629280 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 1447328 X X 382 382 38973 38973 94121 149765 94121 133476 133476 0 0 0 12295 2459 9836 15000 15000 0 429 429 0 5232 0 5232 100 0 100 33056 17888 15168 157377 157377 190433 17888 172545 -56957 115588 156059 145175 145175 1109522 1059717 1302153 1265581 1204892 1447328 0 0 X 1265581 1261849 0 0 0 -56957 1265581 1204892 1265581 1204892 1265581 -56957 2137 1210761 5869 1204892 935 SHS DFA GLOBAL REAL ESTATE P 2022-01-01 2023-12-04 9341 9365 -24 -24 64 SHS DFA GLOBAL REAL ESTATE P 2022-01-01 2023-12-04 639 830 -191 -191 499 SHS ISHARES CORE S&P P 2022-01-01 2023-12-04 49857 11539 38318 38318 31 SHS SPDR S&P MIDCAP 400 ETF P 2022-01-01 2023-12-04 14968 3353 11615 11615 831 SHS VANGUARD TOTAL INTL STOCK INDEX P 2022-01-01 2023-12-04 24980 17532 7448 7448 118 VANGUARD 500 INDEX ADMIRAL P 2022-01-01 2023-12-04 49980 13025 36955 36955 94121 1607 0 1607 0 1607 1400 0 0 0 1400 0 207 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A JUDITH SWEENEY 9497211982 PO BOX 681033 PARK CITY UT 84068 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JUDITH L SWEENEY PO BOX 681033 PARK CITY UT 84068 TRUSTEE 10.00 0 0 0 DENNIS J SWEENEY PO BOX 681033 PARK CITY UT 84068 TRUSTEE 5.00 0 0 0 KIM POST WATSON PO BOX 681033 PARK CITY UT 84068 TRUSTEE 0.25 0 0 0 NONE 0 NONE 0 0 1374136 79809 0 1453945 0 0 1453945 21809 1432136 71607 71607 1607 1607 70000 0 70000 0 70000 172545 0 172545 70000 0 0 160670 158898 41955 3759 365282 172545 0 0 0 70000 102545 0 0 467827 0 0 0 0 0 0 160670 307157 158898 41955 3759 102545 JUDITH L SWEENEY DENNIS J SWEENEY X 4WORD 4516 LOVERS LANE STE 205 DALLAS TX 75225 N/A PC GENERAL SUPPORT 2500 ABILITY CENTER 1000 ABILITY WAY PARK CITY UT 84060 N/A PC GENERAL SUPPORT 520 ALPHA CHI OMEGA FOUNDATION 5939 CASTLE CREEK PARKWAY NORTH DRIVE INDIANAPOLIS IN 46250 N/A PC GENERAL SUPPORT 500 CHILDREN'S HUNGER FUND 13931 BALBOA BLVD SYLMAR CA 91342 N/A PC GENERAL SUPPORT 5000 CHRISTIAN UNION 240 NASSAU STREET PRINCETON NJ 08542 N/A PC GENERAL SUPPORT 2000 FLOODWAYS (DEEPER MINISTRIES INC) 74 EDGEWOOD IRVINE CA 92618 N/A PC GENERAL SUPPORT 10048 FRIENDS CHURCH 5211 LAKEVIEW AVENUE YORBA LINDA CA 92886 N/A PC GENERAL SUPPORT 10000 GROW MONGOLIA INC PO BOX 40934 ARLINGTON VA 22204 N/A PC GENERAL SUPPORT 520 HOMEWORD PO BOX 1600 SAN JUAN CAPISTRANO CA 92693 N/A PC GENERAL SUPPORT 2500 POLAR BEARS INTERNATIONAL - US PO BOX 3008 BOZEMAN MT 59772 N/A PC GENERAL SUPPORT 1000 PRINCETON UNIVERSITY PO BOX 5357 PRINCETON NJ 08543 N/A PC GENERAL SUPPORT 250 SEED COMPANY 220 WESTWAY PLACE SUITE 100 ARLINGTON TX 76018 N/A PC BIBLE TRANSLATION 33217 SEGERSTROM CENTER FOR THE ARTS 600 TOWN CENTER DTIVE COSTA MESA CA 92626 N/A PC GENERAL SUPPORT 3069 ST ANDREW'S ABBEY PO BOX 40 VALYERMO CA 93563 N/A PC GENERAL SUPPORT 5000 ST JOSEPH'S HOUSING INITIATIVE 4701 S GRAND BLVD ST LOUIS MO 63111 N/A PC GENERAL SUPPORT 6500 TALK ABOUT CURING AUTISM 2222 MARTIN STREET 140 IRVINE CA 92612 N/A PC GENERAL SUPPORT 2500 UNSILENCED 191 N WAKER 23RD FLOOR CHICAGO IL 60606 N/A PC GENERAL SUPPORT 2500 YOUNG LIFE 540 N CASCADE AVENUE COLORADO SPRINGS CO 80903 N/A PC GENERAL SUPPORTBANQUET UNDERWRITINGHIGH WEST REGIONWEP 69753 157377 0 14 382 14 38973 18 94121 0 133476 0 133476 0 0 0 0 0 0 0 0 0 0 EUGENE LEWIS AND ASSOCIATES 12295 2459 9836 VANGUARD 500 INDEX FUND 41739 182013 SCHWAB FUNDAMENTAL US SMALL CO INDEX 23353 40142 VANGUARD TOTAL INTERNATIONAL INDEX FUND 121954 182365 DFA GLOBAL REAL ESTATE 191440 179993 INDEXIQ MERGER ARBITRAGE 156535 158401 iSHARES TR IS 1-5 YR 187080 183184 PIMCO COMMODITY REAL RETURN FD 127610 30773 DFA TWO YEAR GLOBAL FIXED 69832 67501 SPDR S & P MIDCAP 400 24449 114679 iSHARES CORE S & P SMALL CAP 15725 73610 VIRTUS SEIX FLOAT RATE 100000 89492 2023 EXCISE TAXES PAID 1400 2022 EXCISE TAXES PAID 2601 TIMING DIFFERENCE 1868 FILING FEES 75 0 75 MISCELLANEOUS EXPENSE 25 0 25 2022 EXCISE TAXES REFUND 2137 GALILEO PLANNING GROUP 15000 15000 0 FOREIGN TAXES 429 429 0