2026-04-22T14:58:44-05:00 2025-12-31 954885412 EUGENE LEWIS & ASSOCIATES 44 E FOOTHILL BLVD 100 ARCADIA CA 91006 990PF 2025-01-01 330938198 FIRST HARVEST FOUNDATION FIRS 9497211982 PO BOX 681033 PARK CITY UT 84068 JUDITH SWEENEY TRUSTEE 9497211982 2026-04-22 1 WADE E STEVENS P01750790 6264629280 2025 2025-03-06 01:10:19Z X 1358010 X X 30 30 39315 39315 64804 150244 64804 104149 104149 0 0 0 6740 1348 5392 15000 15000 0 462 462 0 18982 0 18982 75 0 75 41259 16810 24449 139815 139815 181074 16810 164264 -76925 87339 104904 105058 105058 1046476 967980 1252952 1151380 1073038 1358010 0 0 X 1262424 1261007 0 0 -111044 -187969 1151380 1073038 1151380 1073038 1151380 -76925 0 1074455 1417 1073038 663 SHS DFA GLOBAL REAL ESTATE P 2025-12-15 2025-12-19 6864 6944 -80 -80 2186 SHS DFA GLOBAL REAL ESTATE P 2017-10-25 2025-12-19 23096 25749 -2653 -2653 278 SHS NYLI MERGER ARBITRAGE P 2017-11-01 2025-12-19 9997 8629 1368 1368 17 SHS STATE STREET SPDR S&P P 2014-01-15 2025-12-19 10306 1839 8467 8467 174 SHS VANGUARD TOTAL INTL STOCK INDEX P 2005-10-21 2025-12-19 64960 36183 28777 28777 55 SHS VANGUARD INDEX ADMIRAL P 2008-10-22 2025-12-19 34980 6096 28884 28884 MADOFF VICTIM FUND P 2024-01-01 2025-01-19 41 41 41 64804 1214 0 1214 0 1214 1700 0 0 0 1700 0 486 486 0 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 1306750 62599 0 1369349 0 0 1369349 20540 1348809 67440 67440 1214 1214 66226 0 66226 0 66226 164264 0 164264 66226 0 0 41955 3759 102545 92390 240649 164264 0 0 0 66226 98038 0 0 338687 0 0 0 0 0 0 41955 296732 3759 102545 92390 98038 JUDITH L SWEENEY DENNIS J SWEENEY X CHRISTIAN UNION 240 NASSAU STREET PRINCETON NJ 08542 N/A PC GENERAL SUPPORT 10800 FLOODWAYS (DEEPER MINISTIRES INC) 74 EDGEWOOD IRVINE CA 92618 N/A PC GENERAL SUPPORT 5000 MOUNTAIN LIFE CHURCH 7375 SILVER CREEK ROAD PARK CITY UT 84098 N/A PC GENERAL SUPPORT 5000 SEGERSTROM CENTER FOR THE ARTS 600 TOWN CENTER DTIVE COSTA MESA CA 92626 N/A PC GENERAL SUPPORT 3069 SLC DIOCESE 27 C STREET SALT LAKE CITY UT 84103 N/A PC GENERAL SUPPORT 5000 ST JOSEPH'S HOUSING INITIATIVE 4701 S GRAND BLVD ST LOUIS MO 63111 N/A PC GENERAL SUPPORT 2500 TALK ABOUT CURING AUTISM 2222 MARTIN STREET 140 IRVINE CA 92612 N/A PC GENERAL SUPPORT 2500 THE TRINITY FORUM 1000 VERMONT AVENUE NW WASHINGTON DC 20005 N/A PC GENERAL SUPPORT 100 UCI FOUNDATION 555 ALDRICH HALL IRVINE CA 92697 N/A PC GENERAL SUPPORT 5050 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 UNDERWRITINGGIVING CIRCLE 98296 139815 0 14 30 14 39315 18 64804 0 104149 0 104149 0 0 0 0 0 0 0 0 0 0 EUGENE LEWIS AND ASSOCIATES 6740 1348 5392 VANGUARD 500 INDEX FUND 25807 169984 SCHWAB FUNDAMENTAL US SMALL CO INDEX 23353 45749 VANGUARD TOTAL INTERNATIONAL INDEX FUND 85771 168269 DFA GLOBAL REAL ESTATE 172389 167298 INDEXIQ MERGER ARBITRAGE 147906 170539 iSHARES TR IS 1-5 YR 187080 188918 PIMCO COMMODITY REAL RETURN FD 127610 34503 DFA TWO YEAR GLOBAL FIXED 69832 67990 SPDR S & P MIDCAP 400 17201 95935 iSHARES CORE S & P SMALL CAP 11031 57326 VIRTUS SEIX FLOAT RATE 100000 86441 2025 EXCISE TAXES PAID 1400 TIMING DIFFERENCE 17 FILING FEES 75 0 75 GALILEO PLANNING GROUP 15000 15000 0 FOREIGN TAXES 462 462 0