2025-11-12T17:00:12-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 18500 VON KARMAN AVE 10TH FLOOR IRVINE CA 92612 990PF 2024-01-01 870641442 SMITH-PETTIT FOUNDATION SMIT 4157732804 514 WEST 400 NORTH SALT LAKE CITY UT 84116 SARAH SMITH PRESIDENT 4157732804 2025-11-12 1 1 BRIAN YACKER P00401346 9492222999 2025-11-12 2024 2025-03-06 01:10:19Z X 17214265 X X 512223 512223 512223 2680103 14512381 2680103 52709 3192326 3192326 564932 51000 23868 23868 23868 29473 14737 14737 14736 200326 191056 191056 9270 14190 6364 6364 6389 6375 0 0 1669 0 0 0 560888 0 0 560888 863921 236025 236025 615151 15000 15000 878921 236025 236025 630151 2313405 2956301 328907 147704 143759 143759 6 6 6 275433 0 0 9228724 11395712 11395712 4711752 3248742 3248742 657879 723846 723846 345215 198481 153109 146734 146734 1495576 1555466 1555466 16670183 17214265 17214265 4243 4001 4243 4001 X 16665940 17210264 16665940 17210264 16670183 17214265 16665940 2313405 0 18979345 1769081 17210264 PUBLICLY TRADED SECURITIES (JPMORGAN)-ST 2024-01-01 2024-12-31 633137 641175 -8038 -8038 PUBLICLY TRADED SECURITIES (FIDELITY)-ST 2024-01-01 2024-12-31 1347945 1287198 60747 60747 PUBLICLY TRADED SECURITIES (JPMORGAN)-LT 2023-01-01 2024-12-31 1353684 1282999 70685 70685 PUBLICLY TRADED SECURITIES (FIDELITY)-LT 2023-01-01 2024-12-31 11135941 8620906 2515035 2515035 CAPITAL GAINS DIVIDENDS P 41674 41674 41674 2680103 52709 41093 0 41093 0 41093 12042 0 45000 0 57042 X 0 15949 15949 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 SARAH SMITH 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 PRESIDENT 2.00 0 0 0 BENJAMIN SMITH-DONALD 514 WEST 400 NORTH SALT LAKE CITY UT 84116 SECRETARY 2.00 0 0 0 GEOFFREY SMITH 514 WEST 400 NORTH SALT LAKE CITY UT 84116 TREASURER 2.00 0 0 0 MARTHA BRADLEY-EVANS 514 WEST 400 NORTH SALT LAKE CITY UT 84116 EXECUTIVE DIRECTOR 10.00 51000 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. 119346 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. 553977 553977 14521552 159442 1701800 16382794 0 0 16382794 245742 16137052 806853 X 630151 553977 1184128 2000-05-05 X 328907 140435 0 0 469342 279571 119370 0 0 398941 1184128 1254104 1691762 960384 5090378 15000 13500 17000 20800 66300 1169128 1240604 1674762 939584 5024078 0 0 537902 452969 455106 524883 1970860 0 0 0 0 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 UNIVERSITY OF UTAH DEPARTMENT OF HISTORY 87-6000525 375 S 1530 E STE 161 SALT LAKE CITY UT 84112 NONE PC GENERAL SUPPORT 4000 UTAH STATE HISTORICAL SOCIETY 87-6000545 300 S RIO GRANDE STREET SALT LAKE CITY UT 84101 NONE GOV GENERAL SUPPORT 2500 UTAH STATE RELIGIOUS STUDIES PROGRAM 87-6000528 3100 OLD MAIN HILL LOGAN UT 84322 NONE PC GENERAL SUPPORT 1000 15000 0 14 512223 18 2680103 0 3192326 0 3192326 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 29473 14737 14737 14736 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 146891 ADS 40.000000000000 6375 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 FIDELITY 0518 47247 47247 FIDELITY 9880 3201495 3201495 JP MORGAN 38372 601111 601111 JP MORGAN 38417 280 280 FIDELITY 0514 141 141 FIDELITY 0515 66924 66924 FIDELITY 0516 39 39 FIDELITY 0517 218 218 FIDELITY 0656 83 83 FIDELITY 0657 187 187 FIDELITY 9881 10726729 10726729 67% INTEREST IN SIGNATURE BOOKS PUBLISHING, LLC FMV 723846 723846 DEPOSITS 400 400 400 CASH SURRENDER VALUE OF PACIFIC LIFE INSURANCE (VF53869920) 220127 231332 231332 CASH SURRENDER VALUE OF PACIFIC LIFE INSURANCE (VF53233330) 631426 672911 672911 CASH SURRENDER VALUE OF SYMETRA LIFE INSURANCE COMPANY (US70010029) 628470 635670 635670 PAINTINGS 15153 15153 15153 FUND ADJUSTMENTS 1769081 LOSS FROM SIGNATURE BOOKS PUBLISHING LLC 553977 0 0 553977 INSURANCE 3095 0 0 3095 OFFICE EXPENSE 3816 0 0 3816 INVESTMENT ADVISORY AND MANAGEMENT 178567 178567 178567 0 PROPERTY MANAGEMENT 9270 0 0 9270 CONTRACT LABOR 12489 12489 12489 0 FOREIGN TAXES-WITHHOLDING ON DIVIDENDS 6364 6364 6364 0 PROPERTY TAX 6672 0 0 6389 DELAWARE FRANCHISE TAX 1154 0 0 0