2024-10-17T07:18:28-07:00 2023-12-31 371658522 RUESCH AND COMPANY LLC 101 S 200 E SUITE 150 SALT LAKE CITY UT 84111 990PF 2023-01-01 870481510 Frederick Q Lawson Foundation FRED 8015321500 PO Box 45385 Salt Lake City UT 841450385 Frederick Q Lawson Trustee 8015321500 2024-04-09 true true Chortney B Ruesch CPA P01070225 8018729798 2024-10-17 2023 2024-10-15 13:58:12Z X 21180345 X 399938 377638 377638 530635 6272376 530635 0 289180 263735 1597391 1172008 0 0 0 19497 18522 975 23050 21897 1153 61527 58450 3077 0 0 0 68286 1986 0 0 141 141 0 103028 97876 5152 275529 198872 10357 900000 900000 1175529 198872 910357 421862 973136 224287 565206 565206 0 0 8232877 6527430 7611115 1585851 1391505 1447479 0 8850979 9115697 11556545 0 0 0 0 18893994 17599838 21180345 23050 0 0 0 0 23050 X 18893994 17576788 18893994 17576788 18893994 17599838 18893994 421862 2 19315858 1739070 17576788 Short Term Capital Gains/Losses P 2023-06-01 2023-12-31 1788501 0 1787490 1011 0 0 0 1011 Long Term Capital Gains/Losses P 2022-12-30 2023-12-31 4483792 0 3954251 529541 0 0 0 529541 Long Term Capital Gain Distributions P 2022-12-30 2023-12-31 83 0 0 83 0 0 0 83 530635 1011 13527 0 13527 0 13527 39888 3000 42888 -42888 29361 15000 14361 false false false false false true true false true true UT true false false false false true N/A Charles H Livsey 8015321500 36 S State Street Suite 1400 Salt Lake City UT 841111417 false false false false true false false false false false false false false false false false false false false false false Frederick Q Lawson PO Box 45385 Salt Lake City UT 841450385 Trustee/Advisor 0.50 0 0 0 Herbert C Livsey PO Box 45385 Salt Lake City UT 841450385 Trustee/Advisor 3.50 0 0 0 Charles H Livsey PO Box 45385 Salt Lake City UT 841450385 Trustee/Advisor 1.50 0 0 0 NONE 0 UBS 205 Detroit St 5th Floor Denver CO 80206 Investment Management 59836 0 20220088 0 0 20220088 0 20220088 303301 19916787 995839 995839 13527 13527 982312 982312 982312 910357 910357 982312 0 0 0 23217 110695 133912 910357 0 910357 0 71955 71955 61957 0 0 0 0 0 61957 0 0 0 61957 0 Frederick Q Lawson None X Ballet West 52 W 200 S Salt Lake City UT 84101 Public Charity General Financial Support 200000 Madeline Choir School 205 E First Ave Salt Lake City UT 84103 Public Charity General Financial Support 200000 Utah SymphonyUtah Opera 123 W South Temple Salt Lake City UT 84101 Public Charity General Financial Support 100000 Americans for Oxford 500 Fifth Ave 32nd Fl New York NY 10110 Public Charity General Financial Support 100000 University of Utah College of Nursing 332 S 1400 E Ste 160 Salt Lake City UT 84112 Public Charity General Financial Support 100000 Bridgerland Technical College Foundation 1301 N 600 W Logan UT 84321 Public Charity General Financial Support 100000 Utah State University - Emma Eccles Jones College of Education 2800 Old Main Hill Logan UT 84322 Public Charity General Financial Support 100000 900000 377638 530635 Other Income/From K-1s 232900 1099-Misc Other Income UBS 3607 56238 1099-Misc Other Income UBS 3610 42 1197453 1197453 3 Interest Income. Income is used to help fund grants. 4 Dividend Income. Income is used to help fund grants. 8 Net Capital Gains/Losses. Income is used to help fund grants. 11 Other Income. Income is used to help fund grants. false false false false false false false false false false X X 1 Frederick Q Lawson PO Box 45385 Salt Lake City UT 841450385 399938 X X 1 2,120 shares of AAPL Common Stock 399938 2023-09-27 Ruesch and Company LLC Tax and Accounting Fees 23050 21897 1153 Short Term Sales of Publicly Traded Securities 2023-06 Purchased 2023-12 1788501 1787490 1011 Long Term Sales of Publicly Traded Securities 2022-12 Purchased 2023-12 4483875 3954251 529624 UBS 1391505 1447479 UBS 4298252 5196322 Fidelity 2229178 2414793 Cynosure Investment Partners 1584075 2141518 Cynosure Fernweh 345852 500810 Cynosure Wealth Partners LLC, 4 C GPS I, II and III 186808 1740163 Cynosure Avalon BuildGroup LLC 53252 64174 AB Private Credit Inv Mid Mrkt 96738 46738 AB US Real Estate HNW II 273146 197150 AB Energy Opp (Cayman) AIV Fund II 134996 59996 UBS - Portfolio Advisors Private Equity Fund 2019 482211 483253 Signal Peak Ventures III 111127 304581 UBS - NightDragon Growth I 190788 221097 UBS - Alkeon Innovation Offshore Fund II 103609 106372 UBS - AlphaKeys Millenium Fund LP 325000 367671 UBS - Blackstone Private Credit Fund 803036 788696 UBS - Clover PCO II LP 438736 440311 UBS - Starwood Real Estate Income Trust 835936 915225 UBS - KKR North America Fund XIII Private 275391 308957 Signal Peak Ventures IV 91418 109055 UBS - iCap Infrastructures Investments Fund 810418 777170 UBS - Portfolio Advisors Private Eq Fund 2022 345440 343608 UBS - G Squared Opportunities Fund VI 737720 750000 UBS - KKR Private Equity Congolomerate 640000 640000 Reflexion 250000 250000 Ray Quinney & Nebeker PC Legal and Trust Administration 19497 18522 975 Prior Period Adjustments/Temporary Differences 1739070 Expenses from K-1 101058 96005 5053 D&O/Liability Insurance 1970 1871 99 Other Income/From K-1s 232900 207455 Other Income/From 1099-Misc 56280 56280 Prior Period Adjustments/Temporary Differences 0 Tax Exempt Income 2 Fidelity Investment Management 1691 1606 85 UBS Investment Management 59836 56844 2992 Foreign Tax Paid 1986 1986 0 Income Tax Paid 66300 0 0