2024-03-05T16:11:50-05:00 2023-12-31 621719416 PINKSTAFF SIMPSON & HEADRICK PC 8858 CEDAR SPRINGS LANE SUITE 5000 KNOXVILLE TN 37923 990PF 2023-01-01 621772276 WEST FOUNDATION INC WEST 8656815301 3450 AIRPORT HIGHWAY ALCOA TN 37701 STEVE T WEST PRESIDENT 8656815301 2024-03-03 true STEVE T WEST XXX-XX-XXXX true SCOTT L HEADRICK P01264154 8656907010 2024-03-04 2023 2023-04-26 12:10:37Z X 2635139 X X 3519 3519 48076 48076 19604 19604 18824 30715 57350 30715 101914 101914 3395 3395 16281 16281 2021 1582 21697 17863 3395 15000 15000 36697 17863 18395 65217 84051 63224 68603 68603 50582 50459 48585 1412344 1472555 2458040 60937 60937 57893 2018 2018 1587087 1654572 2635139 0 X 1587087 1654572 1587087 1654572 1587087 1654572 1587087 65217 2268 1654572 1654572 93 SHS VANGUARD TOTAL P 2009-01-06 2023-01-13 18224 3974 14250 14250 55 SHS SPDR S & P 500 P 2018-03-09 2023-02-22 22309 15284 7025 7025 28 SHS ISHARES CORE P 2022-03-16 2023-07-31 7526 7377 149 149 30715 1168 1168 1168 1160 1160 8 false false false false false false false true true TN true false false false false true N/A DALLAS MONROE 8656815301 3450 AIRPORT HIGHWAY ALCOA TN 37701 false false false false false false false false false false false false false false false false false false false false STEVE T WEST 3450 AIRPORT HWY ALCOA TN 37701 PRESIDENT 1.00 0 0 0 RUTH L WEST 3450 AIRPORT HIGHWAY ALCOA TN 37701 DIRECTOR 1.00 0 0 0 CHARLES E WEST 3450 AIRPORT HIGHWAY ALCOA TN 37701 VICE-PRES 1.00 0 0 0 K RAY PINKSTAFF PO BOX 31408 KNOXVILLE TN 37930 SECRETARY 1.00 0 0 0 NONE NONE N/A 2349747 66673 0 2416420 2416420 36246 2380174 119009 119009 1168 1168 117841 117841 117841 18395 18395 117841 47814 83816 10699 142329 18395 18395 99446 99446 42883 0 42883 32184 10699 STEVE RUTH WEST STEVE T WEST 3450 AIRPORT HWY ALCOA TN 37701 8659709378 N/A N/A N/A GOOD NEIGHBORS OF BLOUNT COUNTY 320 W BROADWAY AVE MARYVILLE TN 37801 N/A PC NEEDS-BASED ASSISTANCE PROGRAMS 10000 SECOND HARVEST FOOD BANK 136 HARVEST LN MARYVILLE TN 37801 N/A PC SUPPORT FOOD PROGRAMS 5000 15000 14 3519 14 48076 16 18824 18 30715 101134 101134 false false false false false false false false false false PREPARATION OF TAX RETURN 3395 3395 VANGUARD TOTAL STOCK MKT 77500 199028 VANGUARD EMERGING MARKET 29944 28893 VANGUARD MSCI EAFE ETF 165532 193995 SPDR S&P 500 213142 364563 MUTUAL FUNDS 453443 613167 COMMON STOCK 321222 833703 SPDR INDEX EMERGING 27393 30842 ISHARES CORE S&P MID-CAP ETF 61384 64576 ISHARES CORE S&P SMALL CAP ETF 100610 106518 REAL ESTATE SELECT 22385 22755 50459 48585 CD'S AT COST 60937 57893 DIVIDEND RECEIBABLE 2018 2018 CHANGE IN UNREALIZED GAIN 2268 INVESTMENT MANAGEMENT FEES 16281 16281 FEDERAL EXCISE TAX 419 FOREIGN TAXES 802 802 ANNUAL REPORT 20 CELL TOWER 780 780