2025-08-18T16:27:58-04:00 2024-12-31 331334621 SMITH TAX ADVISORS LLC 5505 S 900 E STE 140 SALT LAKE CITY UT 84117 990PF 2024-01-01 876148176 CHARLES REDD FOUNDATION CHAR 8013681208 1425 N 1200 W MAPLETON UT 84664 BEVERLY WOODS SECRETARY 8013681208 2025-08-16 true true KRISTINE F SMITH EA P00475907 8015061110 2025-08-18 2024 2025-03-06 01:10:19Z X 1308184 X X 100 100 19681 19681 63106 300940 63106 -42 82845 82887 2600 2600 1000 1000 27 27 8948 8948 25407 15739 9668 37982 27314 10668 82000 82000 119982 27314 92668 -37137 55573 6 4 45605 9800 9800 973612 972282 1293784 4600 4600 4600 4600 1023823 986686 1308184 0 X 1023823 986686 1023823 986686 1023823 986686 1023823 -37137 986686 986686 COHEN & STEERS GLOBAL REALTY CL I P 2024-03-27 16046 16087 -41 -41 VANGUARD WHITEHALL FDS INTL DVD ETF P 2021-09-22 2024-02-28 19 22 -3 -3 INVESTCO EXCHANGE TRADED FD TR S&P50 P 2024-03-27 3376 2911 465 465 VANGUARD WHITEHALL FDS INTL DVD ETF P 2021-12-22 2024-02-28 819 858 -39 -39 INVESTCO INTL SMALL MID COMPANY Y P 2024-03-27 6488 6723 -235 -235 VANGUARD WHITEHALL FDS INTL DVD ETF P 2022-03-23 2024-02-28 40 40 AMERICAN CAPITAL WORLD GR & INC P 2024-03-27 52933 40303 12630 12630 VANGUARD WHITEHALL FDS INTL DVD ETF P 2022-06-23 2024-02-28 119 99 20 20 COHEN & STEERS CLOBAL REALTY CL I P 2024-03-27 49712 49837 -125 -125 VANGUARD WHITEHALL FDS INTL DVD ETF P 2022-09-21 2024-02-28 36 29 7 7 FIDELITY 500 INDEX FUND FXAIX P 2020-06-29 2024-10-24 8000 4844 3156 3156 VANGUARD WHITEHALL FDS INTL DVD ETF P 2022-12-21 2024-02-28 87 76 11 11 INVESTCO EXCHANGE TRADED FD TR S&P50 P 2024-03-27 58623 44560 14063 14063 INVESTCO INTL SMALL MID COMPANY Y P 2024-03-27 41114 42602 -1488 -1488 AMERICAN CAPITAL WORLD GR & INC P 2024-03-27 19067 10639 8428 8428 PARNASSUS CORE EQUITY INSTL PRILX P 2024-02-28 1021 720 301 301 VANGUARD WHITEHALL FDS INTL DVD ETF P 2024-02-28 115 107 8 8 PARNASSUS CORE EQUITY INSTL PRILX P 2024-01-19 1160 849 311 311 PERNASSUS CORE EQUITY INSTL PRILX P 2024-02-28 14020 9884 4136 4136 VANGUARD WHITEHALL FDS INTL DVD ETF P 2021-06-14 2024-02-28 5933 6577 -644 -644 VANGUARD WHITEHALL FDS INTL DVD ETF P 2021-06-23 2024-02-28 62 67 -5 -5 63106 772 772 772 X 17 789 false false false false false false false true true true false false false false true N/A BEVERLY WOODS 8013681208 1425 N 1200 W MAPLETON UT 84664 false false false false false false false true 2022 true false false false false false false false false false false false false CHARLES H REDD PO BOX 247 LA SAL UT 84530 BOARD MEMBER 000.00 0 0 0 KATHRYN MULLIN PO BOX 157 SOLVANG CA 93463 BOARD MEMBER 000.00 0 0 0 PAUL REDD PO BOX 326 PARADOX CO 81429 BOARD MEMBER 000.00 0 0 0 MARALEY RASMUSSEN 140 MAPLE WILMETTE IL 60091 BOARD MEMBER 000.00 0 0 0 BEVERLY WOODS 1425 N 1200 W MAPLETON UT 84664 SECRETARY 000.00 0 0 0 REGINA MITCHELL 256 EAGLE WAY NORTH SALT LAKE UT 84054 BOARD MEMBER 000.00 0 0 0 REBECCA LAMBERT 1401 E 1200 N MAPLETON UT 84664 BOARD MEMBER 000.00 0 0 0 GWENALEY REDD HARDY 635 NORTH DANISH COURT EPHRAIM UT 84627 BOARD MEMBER 000.00 0 0 0 ROBERT REDD 4271 VINTAGE RD PROVO UT 84604 BOARD MEMBER 000.00 0 0 0 NONE NONE N/A 1258660 22063 4600 1285323 1285323 19280 1266043 63302 63302 772 772 62530 62530 62530 92668 92668 62530 58672 2021 25297 92668 58672 33996 25297 25297 28534 BEVERLY WOODS 1425 N 1200 W MAPLETON UT 84664 8014894435 BEVWOODS@AOL.COM 12 COPIES OF LETTER REQUEST AND ANY OTHER BACKGROUND INFORMATION. NOVEMBER 30TH OF EACH YEAR. NONE AUTISM GIVE PO BOX 1165 AMERICAN FORK UT 84003 NONE EXEMPT GENERAL FUND 10000 CHARITY ANYWHERE FOUNDATION 1381 WOODS DRIVE BOUNTIFUL UT 84010 NONE EXEMPT GENERAL FUND 30000 CHARLES REDD CENTER FOR WESTERN STUDIES 366 SPENCE W KIMBALL PROVO UT 84602 NONE EXEMPT GENERAL FUND 28000 DIALOGUE FOUNDATION 3067 S 100 W BOUNTIFUL UT 84010 NONE EXEMPT GENERAL FUND 2000 INSTITUTE FOR JUSTICE 901 N GLEBE RD ARLINGTON VA 22203 NONE EXEMPT GENERAL FUND 1000 PERC 2048 ANALYSIS DR STE A BOZEMAN MT 59718 NONE EXEMPT GENERAL FUND 2000 UTAH SHAKESPEARE FESTIVAL 195 W CENTER ST CEDAR CITY UT 84720 NONE EXEMPT GENERAL FUND 1000 RONALD MCDONALD HOUSE 935 E SOUTH TEMPLE ST SALT LAKE CITY UT 84102 NONE EXEMPT GENERAL FUND 1000 UTAH STATE UNIVERSITY 1540 OLD MAIN HILL LOGAN UT 84322 NONE EXEMPT GENERAL FUND 7000 82000 100 14 19681 18 22150 40956 OTHER REVENUE -42 41831 41014 82845 false false false false false false false false false false ACCOUNTING 2600 2600 AMERICAN CAPITAL INCOME BUILDER CL F 15467 17070 AMERICAN CAPITAL WORLD GR & INC CL F 41642 55945 AMERICAN FUNDS AMERICAN MUTUAL CL F2 15153 16396 AMERICAN SMALL CAP WORLD FUND CL F2 40548 58439 BERKSHIRE HATHAWAY INC DEL CL B 26120 56660 BLACKROCK EMERGING MARKETS FUND INC 91760 86685 COHEN & STEERS REALTY SHARES DELAWARE SMALL CAP VALUE FUND FIDELITY 500 INDEX FUND 135391 225642 FIDELITY LARGE CAP GROWTH INDEX FUND 50220 59746 FIDELITY LARGE CAP VALUE INDEX FUND 45895 47413 GOLDMAN SACHS GQG PARTNERS INT OPP 86972 104378 HARTFORD CORE EQUITY FUND CLASS I 41008 58953 INVESCO INTERNATIONAL SMALL-MID INVESCO S&P 500 EQUAL WEIGHT ETF ISHARES CORE MSCI INT DEV 57169 69902 ISHARES MSCI USA MOMENTUM FACTOR ETF 48740 75492 JOHN HANCOCK MULTIFACTOR MID CAP ETF 99786 124973 LOOMIS SAYLES GLOBAL EQUITY 12926 13465 MACQUARIE SMALL CAP VALUE FUND INSTI 68188 86424 PARNASSUS CORE EQUITY INCOME SCHWAB US DIVIDEND EQUITY ETF 10893 11682 VANECK VECTORS MORNINGSTAR WIDE MOAT 84404 124519 VANGUARD WHITEHALL FDS INTL ETF LAND 4600 4600 4600 EXPENSES ANNUAL MEETING EXPENSE 9668 9668 INVESTMENT ADVISORY FEES 15714 15714 BANK CHARGES 25 25 OTHER REVENUE -42 SECRETARIAL 1000 1000 FEDERAL EXCISE TAX 7927 7927 FOREIGN TAXES 1021 1021