2024-07-09T12:17:47-04:00 2023-12-31 832237794 MYCPA ACCOUNTING & ADVISORY SERVICES LLC 5252 EDGEWOOD DR STE 100 PROVO UT 84604 990PF 2023-01-01 300119766 THE LORRAINE BECKHAMASHE FOUNDATION LORR 8017546301 5252 EDGEWOOD DR STE 100 PROVO UT 84604 RALEEN WAHLIN TREASURER 8017546301 2024-07-08 true RALEEN WAHLIN XXX-XX-XXXX false ANGELA MORRIS P00448694 8017546301 2024-07-08 X 2023 2023-04-26 12:10:37Z X 1149440 X X 47 47 47 30488 30488 30488 14657 306258 14657 28 28 28 45220 45220 30563 50000 37500 12500 49 37 12 3286 2465 821 53335 40002 13333 58050 58050 111385 40002 71383 -66165 5218 30563 10626 9824 9824 1044310 978947 1139616 1054936 988771 1149440 0 X 1054936 988771 1054936 988771 1054936 988771 1054936 -66165 988771 988771 AMERIPRISE SHORT TERM P 2023-01-01 2023-12-31 11115 11774 -659 -659 AMERIPRISE LONG TERM P 2023-01-01 2023-12-31 214926 204307 10619 10619 LEHMAN RETURN OPT S&P 500 P 2023-04-06 2023-12-31 18 18 18 AMERIPRISE SHORT TERM P 2023-01-01 2023-12-31 24037 27058 -3021 -3021 AMERIPRISE LONG TERM P 2022-01-01 2023-12-31 56112 48462 7650 7650 14657 -3662 73 73 73 73 false false false false false false true true UT true false false false false true N/A RALEEN WAHLIN 8017546301 5252 EDGEWOOD DR STE 100 1095 S 800 E PROVO UT 84604 false false false false false false false false false false false false false false false false false false false RAYMOND E BECKHAM JR 5252 EDGEWOOD DR STE 100 PROVO UT 84604 TRUSTEE 5.00 5000 0 0 BRAYDEN BECKHAM 5252 EDGEWOOD DR STE 100 PROVO UT 84604 TRUSTEE 2.00 5000 0 0 ELAINE TYLER 5252 EDGEWOOD DR STE 100 PROVO UT 84604 TRUSTEE 2.00 5000 0 0 RANDALL L BECKHAM 5252 EDGEWOOD DR STE 100 PROVO UT 84604 PRESIDENT 5.00 5000 0 0 JUSTIN BECKHAM 5252 EDGEWOOD DR STE 100 PROVO UT 84604 TRUSTEE 2.00 5000 0 0 RENAE B WILLES 5252 EDGEWOOD DR STE 100 PROVO UT 84604 TRUSTEE 2.00 5000 0 0 DAVID WILLES 5252 EDGEWOOD DR STE 100 PROVO UT 84604 TRUSTEE 2.00 5000 0 0 RICK WAHLIN 5252 EDGEWOOD DR STE 100 PROVO UT 84604 TRUSTEE 2.00 5000 0 0 RALEEN WAHLIN 5252 EDGEWOOD DR STE 100 PROVO UT 84604 TREASURER 5.00 5000 0 0 LANCE BECKHAM 5252 EDGEWOOD DR STE 100 PROVO UT 84604 TRUSTEE 1.00 2500 0 0 CAMERON BECKHAM 5252 EDGEWOOD DR STE 100 PROVO UT 84604 TRUSTEE 1.00 2500 0 0 NONE NONE N/A 1112550 13138 0 1125688 1125688 16885 1108803 55440 55440 73 73 55367 55367 55367 71383 71383 55367 23694 1729 24804 50227 71383 55367 16016 66243 0 66243 23694 1729 24804 16016 X ALPINE FOUNDATION ALPINE FOUNDATION 575 N 100 E 575 N 100 E AMERICAN FORK UT 84003 NONE PUBLIC GENERAL 500 ALZHEIMERS ASSOCIATION ALZHEIMERS ASSOCIATION 225 N MICHIGAN AVE FL 17 225 N MICHIGAN AVE FL 17 CHICAGO IL 60601 NONE PUBLIC GENERAL 500 AWWH INTERMOUNTAIN SECTION AWWH INTERMOUNTAIN SECTION 8215 S 1300 W 8215 S 1300 W WEST JORDON UT 84088 NONE PUBLIC GENERAL 1400 BIG BROTHERS BIG SISTERS BIG BROTHERS BIG SISTERS 2121 S STATE STREET201 2121 S STATE STREET 201 SALT LAKE CITY UT 84115 NONE PUBLIC GENERAL 500 BRIGHAM YOUNG UNIVERSITY BRIGHAM YOUNG UNIVERSITY A-41 ASB A-41 ASB PROVO UT 84602 NONE PUBLIC GENERAL 2500 CHURCH OF JESUS CHRIST OF LDS CHURCH OF JESUS CHRIST OF LDS 47 E SOUTH TEMPLE 47 E SOUTH TEMPLE SALT LAKE CITY UT 84150 NONE PUBLIC GENERAL 23650 COLOR COUNTRY CHAPTER OF DAR COLOR COUNTRY CHAPTER OF DAR 1776 D STREET NW 1776 D STREET NW WASHINGTON DC 20006 NONE PUBLIC GENERAL 500 BEST FRIENDS ANIMAL SOCIETY BEST FRIENDS ANIMAL SOCIETY 845 N 100 W 107 845 N 100 W 107 OREM UT 84057 NONE PUBLIC GENERAL 250 CONSERVE SOUTHWEST UTAH CONSERVE SOUTHWEST UTAH 321 N MALL DR STE B-202 321 N MALL DR STE B-202 ST GEORGE UT 84790 NONE PUBLIC GENERAL 700 DOVE CENTER DOVE CENTER 1240 E 100 S 1240 E 100 S ST GEORGE UT 84790 NONE PUBLIC GENERAL 500 DOCTOR'S VOLUNTEER CLINIC DOCTOR'S VOLUNTEER CLINIC 1036 E RIVERSIDE DR 1036 E RIVERSIDE DR ST GEORGE UT 84790 NONE PUBLIC GENERAL 1000 CANYON ELEMENTARY SCHOOL CANYON ELEMENTARY SCHOOL 1492 E 1240 S 1492 E 1240 S SPANISH FORK UT 84660 NONE PUBLIC GENERAL 500 CASCADE ELEMENTARY SCHOOL CASCADE ELEMENTARY SCHOOL 860 E 200 N ST 860 E 200 N ST OREM UT 84097 NONE PUBLIC GENERAL 500 CITY OF OREM FOUNDATION CITY OF OREM FOUNDATION 56 N STATE STREET 56 N STATE STREET OREM UT 84057 NONE PUBLIC GENERAL 2500 DIXIE HIGH SCHOOL DIXIE HIGH SCHOOL 350 E 700 S 350 E 700 S ST GEORGE UT 84770 NONE PUBLIC GENERAL 450 GRAFTON HERITAGE PTSHP PR GRAFTON HERITAGE PTSHP PR PO BOX 630184 PO BOX 630184 ROCKVILLE UT 847630184 NONE PUBLIC GENERAL 500 HABITAT FOR HUMANITY SW UTAH HABITAT FOR HUMANITY SW UTAH 835 S BLUFF ST 835 S BLUFF ST ST GEORGE UT 84770 NONE PUBLIC GENERAL 500 EAST MEADOWS ELEMENTARY SCHOOL EAST MEADOWS ELEMENTARY SCHOOL 1287 S 2130 E 1287 S 2130 E SPANISH FORK UT 84660 NONE PUBLIC GENERAL 250 INTERMOUNTAIN HEALTHCARE FOUNDATION INTERMOUNTAIN HEALTHCARE FOUNDATION 36 S STATE 23RD FL 36 S STATE 23RD FL SALT LAKE CITY UT 84111 NONE PUBLIC GENERAL 5000 KONY COINS FOR KIDS KONY COINS FOR KIDS 3143 S 840 E 3143 S 840 E ST GEORGE UT 84790 NONE PUBLIC GENERAL 250 LOVING ANGEL SERVICE DOGS LOVING ANGEL SERVICE DOGS 3734 SUGAR LEO RD 3734 SUGAR LEO RD ST GEORGE UT 84790 NONE PUBLIC GENERAL 1000 NEIGHBORHOOD CONNECTION NEIGHBORHOOD CONNECTION 136 N 100 E 136 N 100 E ST GEORGE UT 84770 NONE PUBLIC GENERAL 800 FRANKLIN ELEMENTARY SCHOOL FRANKLIN ELEMENTARY SCHOOL 350S 600 W 350 S 600 W PROVO UT 84601 NONE PUBLIC GENERAL 1000 ON PITCH PERFORMING ARTS ON PITCH PERFORMING ARTS 587 N MAIN STREET 587 N MAIN STREET LAYTON UT 84041 NONE PUBLIC GENERAL 1500 ONE MORE CHANCE CATS ONE MORE CHANCE CATS 2127 S 1400 E 2127 S 1400 E ST GEORGE UT 84790 NONE PUBLIC GENERAL 750 GROVECREST ELEMENTARY SCHOOL GROVECREST ELEMENTARY SCHOOL 1037 N 300 E 1037 N 300 E PLEASANT GROVE UT 84062 NONE PUBLIC GENERAL 1000 SALEM HILLS HIGH SCHOOL SALEM HILLS HIGH SCHOOL 150 SKYHAWK BLVD 150 SKYHAWK BLVD SALEM UT 84653 NONE PUBLIC GENERAL 1000 JOHN HAY ELEMENTARY SCHOOL JOHN HAY ELEMENTARY SCHOOL 201 GARFIELD ST 201 GARFIELD ST SEATTLE WA 98109 NONE PUBLIC GENERAL 2000 SILVER REEF FOUNDATION SILVER REEF FOUNDATION 1903 WELLS FARGO DRIVE 1903 WELLS FARGO DRIVE LEEDS UT 84746 NONE PUBLIC GENERAL 500 MAPLE MOUNTAIN HIGH SCHOOL MAPLE MOUNTAIN HIGH SCHOOL 51 N SPANISH FORK PKWY 51 N SPANISH FORK PKWY SPANISH FORK UT 84660 NONE PUBLIC GENERAL 1500 NATIONAL MULTIPLE SCLEROSIS SOCIETY NATIONAL MULTIPLE SCLEROSIS SOCIETY 396 W IRONWOOD DR 396 W IRONWOOD DR SALT LAKE CITY UT 84115 NONE PUBLIC GENERAL 350 TANS TREATS TANS TREATS 1392 E RIDGE ST A 1392 E RIDGE ST A WASHINGTON UT 84780 NONE PUBLIC GENERAL 500 PARKSIDE ELEMENTARY PARKSIDE ELEMENTARY 668 W 150 N 668 W 150 N OREM UT 84057 NONE PUBLIC GENERAL 500 PREVENT CHILD ABUSE UTAH PREVENT CHILD ABUSE UTAH 2121 S STATE STR STE 202 2121 S STATE ST STE 202 SALT LAKE CITY UT 84115 NONE PUBLIC GENERAL 250 UTAH FOOD BANK UTAH FOOD BANK 4416 S RIVER RD 4416 S RIVER RD ST GEORGE UT 84790 NONE PUBLCI GENERAL 500 SAPREA SAPREA 4101 N THANKSGIVING WAY 4101 N THANKSGIVING WAY LEHI UT 84043 NONE PUBLIC GENERAL 250 SARATOGA SPRINGS FC SARATOGA SPRINGS FC 1307 N COMMERCE DRIVE 1307 N COMMERCE DR SARATOGA SPRINGS UT 84045 NONE PUBLIC GENERAL 1000 TABITHAS WAY TABITHAS WAY LOCAL FOOD PANTRY 920 E STATE ST STE K 920 E STATE ST STE K AMERICAN FORK UT 84003 NONE PUBLIC GENERAL 250 WASATCH ELEMENTARY SCHOOL WASATCH ELEMENTARY SCHOOL 1080 N 900 E 1080 N 900 E PROVO UT 84604 NONE PUBLIC GENERAL 950 58050 14 47 14 30488 14 28 14 14657 45220 45220 false false false false false false false false false false AMERIPRISE ONE EQUITIES 763325 902450 AMERIPRISE STATEGIC EQUITIES 215622 237166 EXPENSES INVESTMENT ADVISORY 2476 1857 619 OFFICE SUPPLIES 665 499 166 RESIDENT AGENT FEES 100 75 25 DUES & SUBSCRIPTIONS 45 34 11 28 28 28 EXCISE FOREIGN TAXES 49 37 12