2026-08-06T15:35:38-04:00 2026-06-30 823783607 ALLIED TAX PLANNERS 7300 JOHNSTON ROAD SUITE B PLEASANTON CA 94588 990PF 2025-07-01 460495871 THE STEVENS FAMILY FOUNDATION STEV 8017631156 6154 RIDGE ROAD HIGHLAND UT 84003 TODD STEVENS EXECUTIVE. TRUSTEE 9725239491 2026-07-30 true BRADLEY L HAUPT EA P00563075 5108862937 2026-07-31 X 2025 2025-03-06 01:10:19Z X 147666 X X 11 11 11 12141 12141 12141 15924 59944 28076 12152 12152 36000 36000 1290 2754 40044 0 36000 11000 11000 51044 0 47000 -22968 12152 12152 13005 21017 21017 167326 126649 126649 180331 147666 147666 0 X 180331 147666 180331 147666 180331 147666 180331 -22968 157363 9697 147666 169 169 169 169 false false false false false false false true true true false false false false true NONE TODD STEVENS 8017631156 6154 RIDGE ROAD HIGHLAND UT 84003 false false false false false false false false false false false false false false false false false false false false TODD STEVENS 6154 RIDGE ROAD HIGHLAND UT 84003 EXECUTIVE. T 000.00 0 0 0 MARIANNE STEVENS 6154 RIDGE ROAD HIGHLAND UT 84003 TRUSTEE 000.00 0 0 0 NONE NONE THE FOUNDATION SUPPORTED THE CHURCH OF JESUS CHRIST OF LATTER-DAY SAINTS AND ITS PROGRAMS. WE CONTINUE OUR GENEOLOGICAL PURPOSE. ADDITIONALLY, WE ARE ACTIVELY SUPPORTING SEVERAL COMMUNITY AND CHARITABLE ORGANIZATIONS INCLUDING FOOD BANKS AND WOMENS SHELTERS. MARIANNE COMPLETED HER CERTIFICATION AS A CRISIS COUNCELOR AND HAS PROVIDED SERVICES ON BEHALF OF THE FOUNDATION TO THE WOMEN'S CRISIS CENTER. 11000 N/A 122060 36581 0 158641 158641 2380 156261 7813 7813 169 169 7644 7644 7644 47000 47000 7644 24036 38911 36264 1686 100897 47000 7644 39356 140253 0 140253 24036 38911 36264 1686 39356 TODD STEVENS X CHURCH OF JESUS CHRIST OF LATTER- DAY SAINTS PUERTO RICO RELIEF 15 E SOUTH TEMPLE SALT LAKE CITY UT 84150 NONE POF RELIGIOUS 11000 11000 14 11 14 12141 14 15924 12152 15924 28076 false false false false false false false false false false TAX PREPARATION FEES 1290 ABRDN EMERGING MKTS ETF 151S 2003-02 PURCHASE 2025-07 4988 3945 1043 AMERICAN CENTURY ULTRA 52.698S 2015-06 PURCHASE 2025-07 5000 2462 2538 BARON GROWTH RETAIL 57.293S 2015-06 PURCHASE 2025-07 5000 4778 222 BNY MELLON APPRECIATION 124.471S 2018-12 PURCHASE 2025-07 5000 4587 413 DODGE & COX STOCK INVMT 18.285S 2017-12 PURCHASE 2025-07 4975 3464 1511 ROYCE PREMIER INVMT 452.899S 2019-12 PURCHASE 2025-07 5000 625 4375 ABRDN EMERGING MKTS ETF 135S 2003-02 PURCHASE 2025-09 5006 3526 1480 AMERICAN CENTURY ULTRA 47.719S 2015-06 PURCHASE 2025-09 5000 2230 2770 BARON GROWTH RETAIL 63.42S 2015-06 PURCHASE 2025-09 5000 4634 366 BNY MELLON APPRECIATION INVESTOR 120 2015-06 PURCHASE 2025-09 5000 4422 578 DODGE & COX STOCK 17.92S 2015-06 PURCHASE 2025-09 4975 3413 1562 ROYCE PREMIER INVESTMENT 433.276S 2019-12 PURCHASE 2025-09 5000 5934 -934 SCHWAB 126649 126649 FEDERAL TAXES 463 MARKET FLUCTUATIONS 9234 PAYROLL TAXES 2754 PAYROLL SERVICE