2020-07-10T16:11:48-05:00 2019-12-31 450250958 EIDE BAILLY LLP 5929 FASHION POINT DR STE 300 OGDEN UT 844034684 990PF 2019-01-01 465765316 THE SCOTT D AND CAROL A NELSON FAMILY FOUNDATION SCOT 8014795565 5216 S SKYLINE DR OGDEN UT 84403 CHIP NELSON TRUSTEE 8015609074 2020-06-30 1 CHETT CAMPBELL CPA P01301037 8016211575 2020-06-29 66.60.126.34 2020-06-30 11:38:56 MD P B5BFF57943AD53AF0F23D043DB1720E5598C85D3 422D6B75A5DEFA6FCC5075E970F9A0D938C0418F 2019 2021-04-22 16:20:28Z X 765884 X 100686 880 880 13006 13006 532 168511 532 1632 1632 116736 16050 0 0 0 970 485 485 7308 7308 0 417 417 0 8695 8210 485 27340 27340 36035 8210 27825 80701 7840 154700 55443 55443 436504 710441 710441 591204 765884 765884 0 0 X 0 0 0 0 591204 765884 591204 765884 591204 765884 591204 80701 93979 765884 0 765884 WELLS FARGO P 114172 121112 -6940 -6940 WELLS FARGO P 54329 46867 7462 7462 CAPITAL GAINS DIVIDENDS P 10 10 10 532 0 29163 529931 0.055032 17105 403667 0.042374 11550 208781 0.055321 4825 114006 0.042322 0.195049 0.048762 633083 30870 78 30948 27825 157 0 157 0 157 2056 0 0 2056 0 1899 1899 0 0 0 0 0 0 0 0 0 0 0 1 1 UT 1 0 0 0 0 1 N/A SCOTT NELSON 8015609074 5216 S SKYLINE DR OGDEN UT 84403 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SCOTTCHIP NELSON 5216 SOUTH SKYLINE DRIVE OGDEN UT 84403 TRUSTEE 1.00 0 0 0 CAROL NELSON 5216 SOUTH SKYLINE DRIVE OGDEN UT 84403 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 575223 67501 0 642724 0 0 642724 9641 633083 31654 31654 157 157 31497 0 31497 0 31497 27825 0 27825 0 27825 31497 0 0 696 2057 39 4794 7586 27825 0 0 0 27825 0 3672 3672 3914 0 0 0 0 0 0 0 3914 3914 SCOTTCHIP NELSON CAROL NELSON X AMERICAN CANCER SOCIETY 4401 HARRISON BLVD OGDEN UT 84403 N/A PC HOPE LODGE PROGRAM 400 ECCLES COMMUNITY ARTS 2580 JEFFERSON AVE OGDEN UT 84401 N/A PC GENERAL CHARITABLE PURPOSE 4290 HUNTS FOR THE BRAVE 215 N REDWOOD ROAD NORTH SALT LAKE UT 84054 N/A PC GENERAL CHARITABLE PURPOSE 2000 KICK CHILDHOOD HUNGER 2605 WASHINGTON BLVD OGDEN UT 84401 N/A PC GENERAL CHARITABLE PURPOSE 1500 LEUKEMIA & LYMPHOMA SOCIETY 310 E 4500 S STE 240 MURRAY UT 84107 N/A PC STUDENT OF THE YEAR CAMPAIGN 2000 OGDEN SCHOOL FOUNDATION 1950 MONROE BLVD OGDEN UT 84401 N/A PC FALL AUTHOR EVENT 300 UTAH STATE UNIVERSITY 3500 OLD MAIN HILL LOGAN UT 84322 N/A PC JON M HUNTSMAN SCHOOL OF BUSINESS 2000 WEBER STATE UNIVERSITY 3848 HARRISON BLVD OGDEN UT 84408 N/A PC GODDARD SCHOOL OF BUSINESS AND ECONOMICS, ATHLETICS GOLF PROGRAM 5000 WOUNDED WARRIOR PROJECT 4899 BELFORT ROAD SUITE 300 JACKSONVILLE FL 32256 N/A PC GENERAL CHARITABLE PURPOSE 1000 YOUTH IMPACT 2305 GRANT AVE OGDEN UT 84401 N/A PC GENERAL CHARITABLE PURPOSES 5000 SUB FOR SANTA PO BOX 135 PROVO UT 84603 N/A PC GENERAL CHARITABLE PURPOSES 1000 CATHOLIC COMMUNITY 4500 S LAKESHORE DR STE 650 TEMPA AZ 85282 N/A PC GENERAL CHARITABLE PURPOSES 850 MAJOR BRENT TAYLOR LEADERSHIP LEGACY FOUNDATION 123 W 3100 N OGDEN UT 84414 N/A PC GENERAL CHARITABLE PURPOSES 2000 27340 0 14 880 14 13006 14 1632 18 532 0 16050 0 16050 0 0 0 0 0 0 0 0 0 0 X X 1 SCOTT AND CAROL NELSON 5216 S SKYLINE DR OGDEN UT 84403 100686 X 1 14 SHARES AMAZON , 91 SHARES CME GROUP, 10 SHARES JPMORGAN CHASE AND 353 SHARES OF VANGUARD STOCK 100686 2019-12-04 ACCOUNTING 970 485 485 DIVIDENDS RECEIVABLE FMV 95 95 ISHARES S&P MID-CAP 400 VALUE FMV 78536 78536 ISHARES S&P SMALL-CAP 600 VALUE FMV 70270 70270 ISHARES MSCI EAFE GROWTH ETF FMV 38047 38047 ISHARES MSCI EAFE VALUE ETF FMV 32504 32504 ISHARES MSCI EMERGING MARKETS FMV 55370 55370 VANGUARD FTSE EMERGING MARKETS ETF FMV 34464 34464 SPDR DOW JONES REIT ETF FMV 25811 25811 WELLS FARGO ULTRA SHORT TERM INCOME FMV 50020 50020 BLACKSTONE REAL ESTATE INCOME TRUST INC. FMV 15050 15050 AMAZON COM INC COM FMV 31413 31413 BOOKING HOLDINGS INC FMV 4107 4107 HOME DEPOT INC FMV 3712 3712 LULULEMON ATHLETICA INC FMV 3012 3012 NETFLIX INC FMV 2912 2912 TARGET CORP FMV 5000 5000 WALT DISNEY CO FMV 4917 4917 COCA COLA CO FMV 5148 5148 CONSTELLATION BRANDS INC FMV 5123 5123 ESTEE LAUDER COMPANIES INC FMV 5370 5370 MONDELEZ INTERNATIONAL INC FMV 5067 5067 CITIGROUP INC. FMV 3835 3835 CME GROUP INCE FMV 23284 23284 INTERCONTINENTAL EXCHANGE, INC FMV 3609 3609 JPMORGAN CHASE & CO FMV 7528 7528 PNC FINANCIAL SERVICES GROUP FMV 5747 5747 ALEXION PHARMACEUTICALS INC FMV 3245 3245 BOSTON SCIENTIFIC CORP COM FMV 2713 2713 DANAHER CORP FMV 3684 3684 MERCK & CO INC NEW FMV 4638 4638 THERMO FISHER SCIENTIFIC INC FMV 2924 2924 UNITEDHEALTH GROUP INC FMV 6762 6762 VERTEX PHARMACEUTICALS INC COM FMV 4598 4598 ZOETIS INC FMV 3838 3838 BOEING CO FMV 3258 3258 FORTIVE CORP FMV 3361 3361 TRANSDIGM GROUP INC FMV 3891 3891 UNION PACIFIC CORP FMV 3435 3435 ACTIVISION BLIZZARD INC FMV 4100 4100 ALPHABET INC CL C FMV 6685 6685 APPLE INC FMV 4698 4698 CISCO SYSTEMS INC FMV 2782 2782 COGNIZANT TECH SOLUTIONS CRP COM FMV 3163 3163 ELECTRONIC ARTS INC FMV 2043 2043 FIDELITY NATL INFORMATION SVCS INC FMV 4729 4729 MICROSOFT CORP FMV 5677 5677 NVIDIA CORP FMV 5647 5647 PALO ALTO NETWORKS INC FMV 3238 3238 SALESFORCE COM INC FMV 3253 3253 VISA INC-CLASS A SHRS FMV 5261 5261 ECOLAB INC FMV 3474 3474 AT & T INC FMV 5706 5706 VANGUARD TOTAL STOCK MARKET ETF FMV 57758 57758 TORTOISE MLP & PIPELINE FUND CLASS-INS FMV 14704 14704 VANGUARD REAL ESTATE ETF FMV 11225 11225 OTHER INCOME 1632 1632 1632 UNREALIZED GAINS 93979 BROKERAGE FEES 7308 7308 0 FOREIGN TAXES 417 417 0