2025-03-13T11:03:12-07:00 2024-12-31 134236561 Colby & Powell PLC 1535 W Harvard Ave Suite 101 Gilbert AZ 85233 990PF 2024-01-01 871560733 The Thomas and Sheilah Weir Family Foundation THOM 8016904592 10529 E Naranja Ave Mesa AZ 85209 THOMAS WEIR Director 2025-03-13 true true David J Hawks CPA EA P01510813 4806353200 2024 2025-03-06 01:10:19Z X 267571 X 20000 6842 6842 6842 15116 338936 15116 10433 41958 21958 17275 292 1500 4973 141 6906 0 0 34000 34000 40906 0 34000 1052 21958 17275 15101 16197 16197 223896 223852 251374 238997 240049 267571 0 X 238997 240049 238997 240049 238997 240049 238997 1052 240049 240049 ASSETMARK P 2024-01-01 2024-12-31 305279 294846 10433 10433 ASSETMARK P 2023-01-01 2024-12-31 33657 28974 4683 4683 15116 10433 305 305 305 305 0 false false false false false false false false true AZ true false false false false true N/A Thomas Weir 8016904592 10529 E Naranja Ave Mesa AZ 85209 false false false false false false false false false false false false false false false false false false false false false false THOMAS WEIR 10529 E NARANJA AVE MESA AZ 85209 Director 1.00 0 SHEILAH WEIR 10529 E NARANJA AVE MESA AZ 85209 Director 1.00 0 NONE NONE Provided funds to church missionaries serving communities throughout the world. 34000 249894 15431 0 265325 0 265325 3980 261345 13067 13067 305 305 12762 12762 12762 34000 34000 12762 3072 11426 14498 34000 0 12762 21238 35736 0 35736 3072 11426 21238 X THE CHURCH OF JESUS CHRIST OF LDS 50 E NORTH TEMPLE STREET SALT LAKE CITY UT 84150 NC TO PROVIDE FUNDS TO CHURCH MISSIONARIES SERVING COMMUNITIES THROUGHOUT THE WORLD. 34000 34000 6842 15116 21958 21958 4 Dividends and interest to fund the foundation's exempt purposes. 8 Capital gains to fund the foundation's exempt purposes. false false false false false false false false false false X X 1 Thomas Sheilah Weir 10529 E Naranja Ave Mesa AZ 85209 20000 X Tax Preparation Fees 1500 0 0 0 ABBOTT LABORATORIES AFLAC 1636 2483 AMERICAN EXPRESS 1371 2671 APPLE 1214 1753 AT&T 968 1389 ADP 894 1171 BANK OF AMERICA 1805 2461 BLACKROCK 1615 2050 BROADCOM 440 1855 CATERPILLAR CHEVRON 1732 1593 CHUBB 1221 1658 CISCO SYSTEMS 1231 1480 COMCAST 1020 976 DANAHER 1315 1377 ELI LILLY & CO 684 1544 EXXON MOBIL 2866 3119 FEDERAL REALTY INVESTMENT 1769 1903 HOME DEPOT JOHNSON & JOHNSON 1877 1735 JPMORGAN CHASE 2086 3596 LINDE 1056 1256 MCDONALDS 1081 1160 MERCK & COMPANY 1357 1094 MICROSOFT 1215 1686 MORGAN STANLEY 1065 1509 NEXTERA ENERGY 2371 2294 NVENT ELECTRIC 1592 2249 PHILIP MORRIS 1118 1444 PROCTOR & GAMBLE 1858 2012 PROLOGIS 2483 2114 SOUTHERN COMPANY 2017 2305 STARBUCKS STRYKER CORP 1358 1800 TEXAS INSTRUMENTS 858 938 UNITEDHEALTH GROUP 1975 2023 WALT DISNEY 1206 1336 WASTE MANAGEMENT 1129 1211 WELLS FARGO 1599 2599 WILLIAMS SONOMA ISHARES CORE MSCI TOTAL 8573 9260 ISHARES CORE S&P 500 ISHARES CORE S&P SMALL CAP 9234 9333 SPDR BLOOMBERG HIGH YIELD BOND 6390 6683 SPDR PORTFOLIO S&P 500 17401 22474 VANGUARD FTSE ALL WORLD EX US SMALL CAP 3850 4121 NAVIGATOR TACTICAL FIXED INCOME 24209 23774 ACCENTURE PLC IRELAND APPLIED MATERIALS COCA-COLA 1457 1432 DUKE ENERGY CORP 1301 1293 ELEMENT SOLUTIONS 1462 1704 MCKESSON 1354 1710 OMNICOM GROUP 1193 1119 PARKER-HANNIFIN 1235 2544 PULTEGROUP 1694 2287 S&P GLOBAL 1075 1494 VISA INC 1148 1580 WALMART 1202 2078 ISHARES IBOXX $ HIGH YIELD 14159 14944 SPDR BLOOMBERG BARCLAYS ST HY BOND 1322 1364 SPDR PORTFOLIO S&P 500 VALUE SPDR SERIES TRUST S&P 400 MID CAP VALUE AMERICAN TOWER CORP AMGEN CINTAS 759 1096 CSX 1704 1646 FIFTH THIRD BANCORP 2119 2494 FORTIVE 1837 1950 GENERAL DYNAMICS 952 1054 GENERAL MOTORS 838 1225 GOLDMAN SACHS GROUP 1404 2290 INTEL PENTAIR PLC 1316 2214 PPG INDUSTRIES SIEMENS A G SPON ADR VALERO ENERGY VERIZON COMMUNICATIONS 904 1040 INVESCO NASDAQ 100 ETF ISHARES RUSSELL TOP 200 GROWTH 12415 11999 ISHARES S&P SMALL CAP 600 VALUE ALPHABET INC CL A 1235 1325 ARTHUR J GALLAGHER & COMPANY 965 1135 ASSURANT INC 1694 1919 BRISTOL MYERS SQUIBB COMPANY 1348 1471 BXP INC 1468 1338 DICKS SPORTING GOODS INC 1113 1144 GE AEROSPACE 1341 1668 META PLATFORMS INC 981 1171 NETAPP INC 1896 1741 NVIDIA CORP 832 1343 WILLIAMS COS INC 1427 1732 INVESCO EXCHANGE S&P 500 7292 7411 INVESCO S&P MIDCAP 9023 8153 SPDR PORTFOLIO S&P 500 GROWTH 19648 19777 Legal Fees 292 0 0 0 Advisory Fees 4973 0 0 0 Taxes 141