2024-11-13T15:39:10-06:00 2023-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 18500 VON KARMAN AVE 10TH FLOOR IRVINE CA 92612 990PF 2023-01-01 870641442 SMITH-PETTIT FOUNDATION SMIT 4157732804 514 WEST 400 NORTH SALT LAKE CITY UT 84116 CAMILLA SMITH VICE PRESIDENT 4157732804 2024-11-13 1 1 BRIAN YACKER P00401346 9492222999 2024-11-13 2023 2024-10-15 13:58:12Z X 16670183 X 500000 411093 411093 411093 -112116 3279193 0 0 762 0 0 799739 411093 411093 48335 22621 22621 23297 12921 6461 6461 6461 250915 236799 236799 14116 34615 4777 4777 6389 6375 0 0 208 0 0 0 599160 0 0 599160 952529 270658 270658 649423 13500 13500 966029 270658 270658 662923 -166290 140435 140435 303191 147704 147704 6 6 6 17357 9000 412739 275433 275433 6798982 9228724 9228724 4070558 4711752 4711752 1439034 657879 657879 345215 192106 159484 153109 153109 2686672 1495576 1495576 15897023 16670183 16670183 4243 0 4243 X 15897023 16665940 15897023 16665940 15897023 16670183 15897023 -166290 935207 16665940 0 16665940 PUBLICLY TRADED SECURITIES - ST P 2023-01-01 2023-12-31 421201 424033 -2832 -2832 PUBLICLY TRADED SECURITIES - LT P 2021-01-01 2023-12-31 2580269 2394121 186148 186148 GEMINI DIGITAL ASSETS - LT P 2022-01-01 2023-12-31 250010 573155 -323145 -323145 CAPITAL GAINS DIVIDENDS P 27713 27713 27713 -112116 -2832 1952 0 1952 0 1952 13994 0 0 0 13994 0 12042 12042 0 0 0 0 0 0 0 0 0 0 0 1 1 UT 1 1 0 0 0 1 N/A SMITH PETTIT FOUNDATION 8015213553 514 WEST 400 NORTH SALT LAKE CITY UT 84116 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 GEORGE D SMITH JR 514 WEST 400 NORTH SALT LAKE CITY UT 84116 PRESIDENT 2.00 0 0 0 CAMILLA SMITH 514 WEST 400 NORTH SALT LAKE CITY UT 84116 VICE PRES & SECRETARY 2.00 0 0 0 GEOFF SMITH 514 WEST 400 NORTH SALT LAKE CITY UT 84116 DIRECTOR 2.00 0 0 0 MARTHA BRADLEY EVANS 514 WEST 400 NORTH SALT LAKE CITY UT 84116 DIRECTOR, EX OFFICIO 10.00 48335 0 0 BEN SMITH 514 WEST 400 NORTH SALT LAKE CITY UT 84116 DIRECTOR 2.00 0 0 0 SARA SMITH JONES 514 WEST 400 NORTH SALT LAKE CITY UT 84116 TREASURER 2.00 0 0 0 NONE 0 NONE 0 DEVOTED TO SCHOLARSHIP AND EDUCATION CONCERNING MORMON STUDIES. IN MOST CASES, THE RELATED PUBLISHING ACTIVITIES OF THE FOUNDATION WILL BE UNDERTAKEN BY SIGNATURE BOOKS PUBLISHING LLC. 124185 DURING 2000, THE SMITH-PETTIT FOUNDATION WAS THE CHARITABLE RECIPIENT OF A 67% OWNERSHIP INTEREST IN SIGNATURE BOOKS PUBLISHING LLC, A PUBLISHING COMPANY LOCATED IN SALT LAKE CITY, UT. THIS COMPANY IS PRIMARILY IN THE BUSINESS OF PUBLISHING SCHOLARLY AND EDUCATIONAL WORKS RELATED TO MORMON STUDIES AND MORMON CULTURE. 591181 591181 13372841 270068 153109 13796018 0 0 13796018 206940 13589078 679454 X 662923 591181 1254104 2000-05-05 X 140435 0 0 68538 208973 119370 0 0 58257 177627 1254104 1691762 960384 712425 4618675 13500 17000 20800 21100 72400 1240604 1674762 939584 691325 4546275 0 0 452969 455106 524883 534094 1967052 0 0 0 0 GEORGE D SMITH JR GEORGE D SMITH JR X COMMUNAL STUDIES ASSOCIATION 35-1631016 PO BOX 122 AMANA IA 52203 NONE PC GENERAL SUPPORT 1000 MORMON HISTORY ASSOCIATION 23-7408475 PO BOX 980398 PARK CITY UT 84098 NONE PC GENERAL SUPPORT 6500 SUNSTONE EDUCATION FOUNDATION INCORPORATED 87-0683974 343 N THIRD W SALT LAKE CITY UT 84103 NONE PC GENERAL SUPPORT 3500 UTAH STATE HISTORICAL SOCIETY 87-6000545 300 S RIO GRANDE STREET SALT LAKE CITY UT 84101 NONE GOV GENERAL SUPPORT 2500 13500 0 14 411093 18 -112116 EXCISE TAX REFUND 01 762 0 299739 0 299739 0 0 0 0 0 0 0 0 0 0 X X 1 GEORGE D SMITH 3701 SACRAMENTO STREET 255 SAN FRANCISCO CA 94118 500000 X ACCOUNTING 12921 6461 6461 6461 LAND @ 514/520 W 400 N SALT LAKE CITY, UT 2000-12-28 30000 L 0 0 0 BLDG @ 514/520 W 400 N SALT LAKE CITY, UT 2000-12-28 255000 140516 ADS 40.000000000000 6375 0 0 FURNITURE & EQUIPMENT 2000-12-28 21200 21200 ADS 10.000000000000 0 0 0 FURNITURE & EQUIPMENT 2001-02-01 721 721 ADS 10.000000000000 0 0 0 LAPTOP COMPUTER 2002-03-04 1815 1815 ADS 5.000000000000 0 0 0 OFFICE EQUIPMENT 2007-09-04 2159 2159 ADS 5.000000000000 0 0 0 FURNITURE & FIXTURE 2013-04-23 1520 760 SL 5.000000000000 0 0 0 PHOTOCOPIER 2015-11-11 2800 1400 SL 5.000000000000 0 0 0 JP MORGAN 38424 2416319 2416319 JP MORGAN 58750 650417 650417 JP MORGAN 38372 1645016 1645016 JP MORGAN 38372 5060840 5060840 JP MORGAN 38417 1324776 1324776 JP MORGAN 38860 580574 580574 JP MORGAN 38420 536743 536743 JP MORGAN 38422 1725791 1725791 275433 275433 0 0 67% INTEREST IN SIGNATURE BOOKS PUBLISHING, LLC FMV 657811 657811 GEMINI TRUST FMV 68 68 DEPOSITS 400 400 400 CASH SURRENDER VALUE OF MINNESOTA & SYMETRA LIFE INSURANCE 1284000 0 0 CASH SURRENDER VALUE OF PACIFIC LIFE INSURANCE 1160133 0 0 CASH SURRENDER VALUE OF PACIFIC LIFE INSURANCE (VF53869920) 220127 220127 CASH SURRENDER VALUE OF PACIFIC LIFE INSURANCE (VF53233330) 631426 631426 CASH SURRENDER VALUE OF SYMETRA LIFE INSURANCE COMPANY (US70010029) 628470 628470 COLLECTION 242139 0 0 PAINTINGS 0 15153 15153 LOSS FROM SIGNATURE BOOKS PUBLISHING LLC 591181 0 0 591181 INSURANCE 2209 0 0 2209 OFFICE EXPENSE 5770 0 0 5770 EXCISE TAX REFUND 762 762 FUND ADJUSTMENTS 935207 INVESTMENT ADVISORY AND MANAGEMENT 204810 204810 204810 0 PROPERTY MANAGEMENT 14116 0 0 14116 CONTRACT LABOR 31989 31989 31989 0 FOREIGN TAXES-WITHHOLDING ON DIVIDENDS 4777 4777 4777 0 PAYROLL TAX 22907 0 0 0 PROPERTY TAX 6389 0 0 6389 DELAWARE FRANCHISE TAX 542 0 0 0