2025-02-28T10:54:31-08:00 2024-12-31 David R Ramos CPA 260 Bolla Ave Alamo CA 94507 990PF 2024-01-01 205969040 T BECK FOUNDATION TBEC PO BOX 171266 SALT LAKE CITY UT 84117 TERESA BECK Director 2025-02-28 true true David R Ramos P00125619 9259156020 X 2024 2025-03-06 01:10:19Z X 1969967 X X 52323 52323 52323 42297 563586 42297 488 94620 94620 52811 3000 1500 1500 4140 2070 2070 1060 1060 8200 4630 3570 102500 102500 110700 4630 106070 -16080 89990 52811 33276 14113 14113 6249 6249 1784045 1776744 1949605 1817321 1797106 1969967 2884 2884 0 X 1814437 1797106 1814437 1797106 1817321 1797106 1814437 -16080 1798357 1251 1797106 17625.96 DFA GLOBAL CORE PLUS FIXED INC INSTL P 2021-10-14 2024-02-28 159154 188163 -29009 -29009 14556.417 DFA EMERGING MARKETS SUSTAIN CORE 1 INST P 2022-02-22 2024-07-30 138422 102633 35789 35789 9757.046 DFA GLOBAL REAL ESTATE SEC PORTFOLIO P 2020-09-24 2024-07-30 103805 85613 18192 18192 1674 DIMENSIONAL ETF TRUST US SUSTAINABILITY P 2023-11-16 2024-12-17 65122 48285 16837 16837 72000 SYNCHRONY BANK P 2016-12-05 2024-06-27 72000 72000 2777.966 DFA GLOBAL CORE PLUS FIXED INC INSTL P 2023-11-14 2024-02-28 25083 24595 488 488 42297 488 1251 1251 1251 7500 7500 6249 6249 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 1937654 60077 0 1997731 0 1997731 29966 1967765 98388 98388 1251 1251 97137 97137 97137 106070 106070 97137 20665 106070 20665 0 85405 11732 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 559 E SOUTH TEMPLE SALT LAKE CITY UT 84102 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 PO BOX 96837 WASHINGTON DC 20090 NONE 509(a)(1) UNRESTRIECTED 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 FISTULA FOUNDATION 1700 THE ALAMEDA SUITE 300 SAN JOSE CA 95126 NONE 509(a)(1) UNRESTRICTED CHARITABLE DONATION 2500 HUNTSMAN CANCER FOUNDATION 500 HUNTSMAN WAY SALT LAKE CITY UT 84108 NONE 509(a)(1) UNRESTRICTED CHARITABLE DONATION 2500 102500 52323 42297 94620 94620 false false false false false false false false false false ACCOUNTING FEES 3000 1500 0 1500 DFA GLOBAL CORE FIXED INCOMEPLUS FIXED AT COST CAPITAL ONE NATL ASSN AT COST GOLDMAN SACHS BK USA NY AT COST 71004 70938 SYNCHRONY BANK AT COST DFA GLOBAL REAL ESTATE SEC PORTFOLIO AT COST 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 VANGUARD HI YIELD TAX EXEMPT ADMIRAL AT COST ISHARES TR 10-20 YRS TRS ETF AT COST 272106 257211 DFA TARGETED CREDIT PORTFOLIO INSTL AT COST 216418 222762 DIMENSIONAL ETF TRUST INTERNATIONAL AT COST 291893 324427 DIMENSIONAL ETF TRUST US AT COST 494710 650023 DIMENSIONAL DTF TRUST GLOBAL REAL EST AT COST 103184 99146 DIMENSIONAL ETF TRUST EMERGING MARKETS AT COST 145211 142465 DIMENSIONAL ETF TRUST GLOBAL CORE PLUS AT COST 182218 182633 FEDERAL EXCISE TAX 1251 ADVISOR FEES 4140 2070 0 2070 FOREIGN TAX 1060 1060