2026-07-30T14:23:13-07:00 2025-12-31 421556264 Simmons & Company A Professional CPA Corp 2494 South 1300 East Salt Lake City UT 84106 990PF 2025-01-01 263920975 Rafati Foundation RAFA 8015809191 2479 Field Rose Drive Salt Lake City UT 84121 Ali Rafati Trustee 2026-07-30 true Marc L Simmons CPA P00109483 8014862731 2025 2025-03-06 01:10:19Z X 2713668 X 102000 40 40 40 123200 123200 123200 -34293 2794753 131 190947 123240 123371 3494 3494 1405 7088 7088 11987 10582 0 129600 129600 141587 10582 129600 49360 112658 123371 41934 382631 382631 1603 1603 879374 941000 941000 1677762 1388434 1388434 2599070 2713668 2713668 0 X 2599070 2713668 2599070 2713668 2599070 2713668 2599070 49360 65238 2713668 2713668 200000.000 Shs SB 3YR MLS 0% 062328 P 2025-06-20 2025-12-26 200000 200000 200000.000 Shs SB 3YR MLS 0% 062928 P 2025-06-24 2025-09-29 200000 200000 180000.000 Shs GS 4YR MLS 0% 053029 P 2025-05-30 2025-11-28 180000 180000 33000.000 Shs UST NTS 2.5% 013125 P 2024-07-11 2025-01-31 33000 33000 34000.000 Shs UST NTS 2.75% 083125 P 2024-09-16 2025-09-02 34000 34000 34000.000 Shs UST NTS 2.875% 113025 P 2025-09-02 2025-12-01 34000 34000 215000.000 Shs UST NTS 2% 081525 P 2024-09-12 2025-08-15 215000 215000 66000.000 Shs UST NTS 2.125% 051525 P 2024-11-15 2025-05-15 66000 66000 178000.000 Shs UST 2.875% 073125 P 2025-01-15 2025-07-31 178000 178000 34000.000 Shs UST NTS 0.25% 073125 P 2025-01-31 2025-07-31 34000 34000 101000.000 Shs UST NTS .375%013126 P 2025-07-31 2025-11-12 100254 100156 98 98 41000.000 Shs UST NTS .375%013126 P 2025-07-31 2025-11-24 40733 40709 24 24 178000.000 Shs UST NTS 1.25% 011525 P 2024-07-25 2025-01-15 178000 178000 386000.000 Shs UST NTS 2.875% 061525 P 2024-12-16 2025-06-16 386000 386000 10000.000 Shs UST NTS 3.125% 081525 P 2024-08-15 2025-01-22 9933 9924 9 9 228000.000 Shs UST NTS 3.125% 081525 P 2024-08-15 2025-08-15 228000 228000 172000.000 Shs UST NTS 4.25% 053125 P 2024-12-02 2025-06-02 172000 172000 13.000 Shs FACTSET RESEARCH SYS INC P 2021-02-09 2025-10-21 3772 4104 -332 -332 53.000 Shs FACTSET RESEARCH SYS INC P 2022-01-13 2025-10-21 15377 23119 -7742 -7742 5.000 Shs FACTSET RESEARCH SYS INC P 2024-01-04 2025-10-21 1451 2301 -850 -850 10.000 Shs ILL TOOL WORKS INC P 2024-01-04 2025-10-21 2559 2605 -46 -46 3.000 Shs NIKE INC CLASS B P 2024-01-04 2025-10-21 207 308 -101 -101 20.000 Shs NIKE INC CLASS B P 2024-01-04 2025-10-21 1378 2053 -675 -675 32.000 Shs PEPSICO INCORPORATED P 2021-02-09 2025-10-21 4910 4470 440 440 116.000 Shs PEPSICO INCORPORATED P 2022-01-13 2025-10-21 17800 20193 -2393 -2393 12.000 Shs PEPSICO INCORPORATED P 2024-01-04 2025-10-21 1841 2066 -225 -225 38.000 Shs TARGET CORP P 2024-01-04 2025-10-21 3576 5340 -1764 -1764 376000.000 Shs UST NTS .250% 103125 P 2024-10-17 2025-10-31 376000 376000 14.000 Shs UNITEDHEALTH GROUP P 2021-02-09 2025-10-21 5135 4623 512 512 176.000 Shs UNITEDHEALTH GROUP P 2022-01-13 2025-10-21 64549 82609 -18060 -18060 13.000 Shs UNITEDHEALTH GROUP P 2024-01-04 2025-10-21 4768 7087 -2319 -2319 10.000 Shs ACCENTURE PLC IRELAND P 2024-01-04 2025-10-21 2510 3379 -869 -869 -34293 131 1566 1566 1566 1603 1603 37 37 false false false false false false false true true UT true false false false false true N/A Simmons & Company 8014862731 2494 South 1300 East Salt Lake City UT 841063156 false false false false false false false false false false false false false false false false false false false false false false Al Rafati 2479 Field Rose Drive Salt Lake City UT 841211571 Trustee 0.50 0 Cameron Rafati 2479 Field Rose Drive Salt Lake City UT 841211571 Trustee 0.50 0 NONE NONE 2572457 62333 0 2634790 0 2634790 39522 2595268 129763 129763 1566 1566 128197 128197 128197 129600 129600 128197 122497 129600 122497 0 7103 121094 Al Rafati Al Rafati X ASPCA 424 East 92nd Street New York NY 10128 N/A PC To save animals from dogfighting, puppy mills, hoarding and other cruelty situations. 1500 Assistance League 2090 East 3300 South Salt Lake City UT 84109 N/A PC To improve the lives of children and adults in our community through hands-on philanthropic programs. 500 Crossroads Urban Center 347 South 400 East Salt Lake City UT 84111 N/A PC To assist and organize Utahns with low incomes, those with disabilities, and people of color to meet basic survival needs and to address essential issues affecting quality of life. 1500 Doctors Without Borders 40 Rector Street 16th Floor New York NY 10006 N/A PC To provide lifesaving medical care to those most in need. 3000 First Responders Children's Foundat 38 East 32nd Street Ste 602 New York NY 10016 N/A PC To empower resilience and potential in the children of first responders who face the burdens of family service every day. 1000 Gary and Jeanette Herbert Foundatio 5842 Fontaine Bleu Circle Salt Lake City UT 84121 N/A PC To educate, raise awareness, and promote understanding of the fundamental governing principles of our democratic republic. 5000 Habitat for Humanity 1276 South 500 West Salt Lake City UT 84101 N/A PC To bring people together to build homes, communities, and hope. 5500 Humane Society of Utah 4242 South 300 West Murray UT 84107 N/A PC To shelter abandoned animals, fight cruelty and neglect, and create an environment of respect, responsibility, and compassion for all animals across Utah. 7500 Jahangiri Family Foundation 1421 North Wanda Road Ste 120 Orange CA 92867 N/A PC To provide community service in Tropoje, Albania. 5000 Lionheart Gift Foundation 1507 East Tree View Drive Millcreek UT 84124 N/A PC To show appreciation by giving back to those who put their lives on the line, protect and serve our communities and our country, in essence, a Lionheart. 3000 Lotus Pond Foundation 5445 South 900 East Salt Lake City UT 84117 N/A PC To make martial arts accessible to everyone, regardless of financial circumstances, by providing scholarships that cover training, equipment, and competition costs. 1000 Maliheh Clinic 941 East 3300 South Millcreek UT 84106 N/A PC To provide free, same-day access to high quality urgent medical care for all qualified patients. 5000 Mercy Ships PO Box 1930 Garden Valley TX 75771 N/A PC To help send hospital ships filled with volunteer medical professionals who selflessly provide life-changing surgeries to children and adults who otherwise would go without. 2000 My Hands to Yours PO Box 58234 Salt Lake City UT 84158 N/A PC To extend a helping hand to individuals and families in need, offering resources, support, and compassion to uplift the less fortunate. 5000 Polynesian Football Foundation 11492 South Loganberry Court Draper UT 84020 N/A PC To provide support to the Polynesian football community. 1000 Special Needs Senior Dog Sanctuary PO Box 11 Mamaroneck NY 10543 N/A PC To create a holistic dog hospice. 2000 US Deputy Sherriff Association 2233 South West Street Court Wichita KS 67213 N/A PC To assist and support law enforcement, their families, and their communities. 1500 Utah Food Bank 3150 South 900 West Salt Lake City UT 84119 N/A PC To serve those fighting hunger throughout the state. 1000 Utah Sheriff's Association 1055 East 5825 South Ogden UT 84405 N/A PC To protect the lives and property of Utah citizens. 1500 Utah State University 1540 Old Main Hill Logan UT 84322 N/A PC To promote exceptional education, research and discovery, and community contribution. 3000 Volunteers of America 1875 South Redwood Road Salt Lake City UT 84104 N/A PC To provide community-supported paths for those who are vulnerable to improve their lives and increase their self-reliance. 3100 University of Utah 201 Presidents Circle Salt Lake City UT 84112 N/A PC To commit to driving meaningful societal impact through education, research, and community engagement. 60000 Al-Mahdi Foundation PO Box 521 Bayonne NJ 07002 N/A PC To provide Shia Islamic services, education, and community support. 10000 129600 14 40 14 123200 -34293 123240 -34293 88947 false false false false false false false false false false X X 1 Ali Rafati 2479 Field Rose Drive Salt Lake City UT 841211571 100000 X Abbott Laboratories (574 Shs) 71916 71916 AFLAC Inc (451 Shs) 49732 49732 Analog Devices Inc (293 Shs) 79462 79462 Automatic Data Processing (173 Shs) 44501 44501 Chevron Corp (130 Shs) 19813 19813 Chubb Ltd (135 Shs) 42136 42136 Emerson Electric (120 Shs) 15926 15926 Johnson & Johnson (449 Shs) 92920 92920 Linde PLC (142 Shs) 60547 60547 McDonalds Corp (116 Shs) 35453 35453 Nextera Energy (279 Shs) 22398 22398 Phillips 66 (374 Shs) 48261 48261 Procter & Gamble (176 Shs) 25223 25223 Walmart Inc (570 Shs) 63504 63504 WEC Energy (241 Shs) 25416 25416 Alphabet Inc (50 Shs) 15690 15690 Amazon Com (90 Shs) 20774 20774 Apple Inc (75 Shs) 20389 20389 Blackrock Inc (17 Shs) 18196 18196 Cisco Systems (281 Shs) 21645 21645 Costco Whsl Corp (21 Shs) 18109 18109 JPMorgan Chase & Co (66 Shs) 21267 21267 Lowes Companies (81 Shs) 19534 19534 L3Harris Technologies (68 Shs) 19963 19963 Mircosoft Corp (30 Shs) 14509 14509 Norfolk Southern Corp (68 Shs) 19633 19633 Paychex Inc (155 Shs) 17388 17388 Public Storage Inc (48 Shs) 12456 12456 Salesforce Inc (16 Shs) 4239 4239 US Tsy Notes 4.250% FMV 34013 34013 US Tsy Notes 0.375% FMV 417911 417911 US Tsy Notes 0.500% FMV 459593 459593 US Tsy Notes 1.625% FMV 67521 67521 US Tsy Notes 1.625% FMV 34401 34401 MS 3YR MLS Autocall FMV 196453 196453 BMO 3YR MLS Autocall FMV 178542 178542 Investment Fees 7088 7088 2024 U.S. Excise Tax 1405