2024-05-03T10:42:59-00:00 2023-12-31 200268445 Todd F Brashear CPA 4982 Wander Lane Holladay UT 84117 990PF 2023-01-01 870646265 THE MCCARTHEY DRESSMAN EDUCATION FOUNDATION MCCA 2173512039 610 EAST SOUTH TEMPLE APT 110 SALT LAKE CITY UT 84102 Sarah J McCarthey President 2173512039 2024-05-03 true Sarah McCarthey XXX-XX-XXXX Todd F Brashear P00169168 8012784274 2024-05-03 X 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 1173800 X 139644 205 205 25180 25180 1357 262692 1357 166386 26742 15000 15000 20000 20000 6100 6100 697 697 9600 9600 26785 26785 1171 1171 16696 5455 11241 96049 6152 89897 184340 184340 280389 6152 274237 -114003 20590 58798 2822 2822 3870 168976 168976 1237324 1006635 977562 5571 5571 14810 24440 24440 1314802 1202873 1173800 266 2340 266 2340 X 1314536 1200533 1314536 1200533 1314802 1202873 1314536 -114003 1200533 1200533 221 Europacific Growth Fund P 2020-09-15 2023-06-16 12279 13001 -722 -722 181 Europacific Growth Fund P 2020-10-01 2023-06-16 10044 10565 -521 -521 120 Europacific Growth Fund P 2020-09-03 2023-06-16 6677 6988 -311 -311 297 T Rowe Price Blue Chip Growth Fund P 2020-08-17 2023-06-16 41000 45234 -4234 -4234 1357 Vanguard Dividend Growth P 2020-08-17 2023-06-16 49000 41819 7181 7181 2388 Vanguard Core Bond Fund P 2020-08-17 2023-06-16 43000 52058 -9058 -9058 2610 Vanguard Intermediate Term Bond Fund P 2020-08-17 2023-06-16 22000 27595 -5595 -5595 2400 Vanguard Short Term Bond Fund P 2020-08-17 2023-06-16 24000 26319 -2319 -2319 171 Vanguard Mid Cap Index Fund P 2020-08-17 2023-06-16 46000 37756 8244 8244 1357 286 286 286 13862 13862 13862 13576 5000 8576 false false false false false false false true true UT true true false false false true www.mccartheydressman.org Ms Lindsay Jeager 8015781248 610 East South Temple Suite 110 Salt Lake City UT 84102 false false false false false false false false false false false false false false false false false false false false false Sarah McCarthey PhD 610 East South Temple Suite 110 Salt Lake City UT 84102 President 005.00 0 Mark Dressman PhD 610 East South Temple Suite 110 Salt Lake City UT 84102 Vice President 003.00 0 Judy Abbott PhD 524 Oakview Drive Nacogdoches TX 75965 Trustee 003.00 2000 Phillip Wilder PhD 702B Bennett Street Greenville SC 29609 Trustee 003.00 2000 Michael Borish 137 Howick Street Rockcliffe Ontario CA K1M 0G9 Trustee 003.00 1000 Carmen Gonzales PhD 1841 Cristobal Lane Santa Fe NM 87505 Trustee 003.00 2000 Carolyn Schubach 4514 Stratton Drive Salt Lake City UT 84117 Trustee 003.00 2000 Kip Tellez PhD 7404 Hacienda Way Felton CA 95018 Trustee 003.00 2000 Jo Worthy PhD 1210 Windsor Road Apt 205 Austin TX 78703 Trustee 003.00 2000 Patrick Scott EdD 1841 Cristobal Lane Santa Fe NM 87505 Trustee 003.00 2000 NONE NONE N/A 0 N/A 1072617 71106 0 1143723 1143723 17156 1126567 56328 X 0 274237 274237 2000-11-16 X 0 39101 39101 33236 33236 274237 276034 288339 195584 1034194 274237 276034 288339 195584 1034194 1202873 1314802 1563882 1767644 5849201 17156 20754 27322 11007 76239 37552 45428 59804 24094 166878 26742 34465 118969 1854249 2034425 Sarah J McCarthey PhD NONE McCarthey Dressman Education Fnd 610 E South Temple Suite 110 Salt Lake City UT 84102 8015781260 See website www.mccartheydressman.org See website www.mccartheydressman.org See website www.mccartheydressman.org Laura Koritz 412 W California Avenue Champaign Urbana IL 61801 None I Academic Enrichment 10000 Kristin Rudan 15585 Toscano Place Caldwell ID 83607 None I Academic Enrichment 10000 Elainia Ross-Jones 1139 Poplar Grove Street Baltimore MD 21216 None I Academic Enrichment 10000 Melissa L Beeman 13 Timberline Drive Poughkeepsie NY 12603 None I Academic Enrichment 1400 Gina Baragone 3332 N Lugo Avenue San Bernadino CA 92404 None I Academic Enrichment 9500 Ivan Banuelos 8538 Water Quail San Antonio TX 78250 None I Academic Enrichment 10000 Kylie L Conover 724 26th Avenue North Saint Cloud MN 56303 None I Academic Enrichment 10000 Karen Lo 1542 Willowdale Drive San Jose CA 95118 None I Academic Enrichment 7500 Angela Rhodes 769 N Grant Avenue Booneville AR 72927 None I Academic Enrichment 5500 Meghan Look 115 Reeves Road Bradford ME 04410 None I Academic Enrichment 1340 Rashawna C Sydnor 6304 Mt Alto Avenue Gwynn Oak MD 21207 None I Teacher Development 10000 Olga Carcamo-Haney 173 Nichols Street Carmel NY 10512 None I Teacher Development 9960 Kim N Nofsinger 1111 South 7th Street LaCrosse WI 54601 None I Teacher Development 10000 Aliyah Hayes-Shepard 2141 Seward Avenue Bronx NY 10472 None I Teacher Development 10000 Jacie Jeffers 2910 Glacier Drive Billings MT 59102 None I Teacher Development 10000 Janine Walton PO Box 1089 Ellenwood GA 30294 None I Teacher Development 10000 Amanda Triplett 100 Brenda Drive Dalton GA 30721 None I Teacher Development 10000 Clayton Drinko 52 Spruce Valley Road Stone Ridge NY 12484 None I Teacher Development 10000 Friends of Mwangaza 614 S 4th Street Suite 368 Philadelphia PA 19147 None I Teacher Development 9140 Mary Elizabeth Balderas 170 Glendale Street Houston TX 77012 None I Teacher Development 10000 Adam Kinory 555 Kappock Street Apt 19L Bronx NY 10463 None I Teacher Development 10000 184340 14 205 14 25180 18 1357 26742 26742 false false false false false false false false false false X X 1 Sarah J McCarthey 917 West University Avenue Champaign IL 61821 139644 X Christina Kolkebeck 10000 10000 Lindsay Jaeger 10000 10000 Office Furniture - Desk/Conference Table 2004-04-08 3078 3078 Straight Line 0000000007.000000000000 Computer 2004-08-26 1097 1097 Straight Line 0000000005.000000000000 Office Furniture - Couch/Chairs 2007-11-05 1396 1396 Straight Line 0000000007.000000000000 1969 shares of Europacific Growth Fund 126010 107406 1104 shares of T Rowe Price Blue Chip Growth Fund 174050 164839 5087 shares of Vanguard Dividend Growth Fund 167860 189277 8793 shares of Vanguard Admiral Core Bond Fund 190540 159863 9727 shares of Vanguard Admiral Intermediate Bond Fund 101708 84428 8986 shares of Vanguard Admiral Short Term Bond Fund 98334 91932 624 shares of Vanguard Admiral Mid Cap Index Fund 148133 179817 Office Furniture - Desk/Conference Table 3078 3078 Computer 1097 1097 Office Furniture - Couch/Chairs 1396 1396 Deposit - Excise Tax 14286 13862 13862 Deposit - Lodging 10000 10000 Accrued Interest Dividends 524 578 578 Insurance 1259 1259 Office Supplies Printing 208 208 Postage Shipping 28 28 Telephone 960 960 Website Expense 8676 8676 Investment Advisor Fees 5455 5455 Bank Charges 40 40 Licenses Fees 10 10 Miscellaneous Expense 60 60 Todd F. Brashear CPA - Tax Services 6100 6100 Tax on investment income 364 364 Foreign dividends tax 333 333