2023-11-09T11:12:23-08:00 2022-12-31 371658522 RUESCH AND COMPANY LLC 101 S 200 E SUITE 150 SALT LAKE CITY UT 84111 990PF 2022-01-01 870481510 Frederick Q Lawson Foundation FRED 8015321500 PO Box 45385 Salt Lake City UT 841450385 Frederick Q Lawson Trustee 8015321500 2023-10-13 true Frederick Lawson XXX-XX-XXXX true Chortney B Ruesch CPA P01070225 8018729798 2023-11-09 3 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z X 20072613 X X 315913 315913 63099 6103638 63099 0 440241 440241 819253 819253 41861 39768 2093 18060 17157 903 68178 44481 4942 8081 7677 404 13517 5517 0 994 994 77402 73531 3871 228093 189125 12213 1100000 1100000 1328093 189125 1112213 -508840 630128 982125 224287 224287 0 0 11473407 8232877 8344250 1585851 1418709 0 5943206 8850979 10085367 0 0 0 0 18398738 18893994 20072613 0 0 0 0 0 X 18398738 18893994 18398738 18893994 18398738 18893994 18398738 -508840 1004637 18894535 541 18893994 Short Term Covered P 2022-06-30 2022-12-31 1365609 0 1540098 -174489 0 0 0 -174489 Short Term Non-Covered P 2022-06-30 2022-12-31 0 0 0 0 0 0 0 0 Long Term Covered P 2021-12-30 2022-12-31 4698789 0 4485315 213474 0 0 0 213474 Long Term Non-Covered P 2021-12-30 2022-12-31 38312 0 15126 23186 0 0 0 23186 Long Term Capital Gains Distribution P 2021-12-30 2022-12-31 928 0 0 928 0 0 0 928 63099 -174489 8759 0 8759 0 8759 42347 1300 43647 -43647 34888 34888 false false false false false true true false true true UT true false false false false true N/A Herbert C 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 NONE 0 UBS 205 Detroit St 5th Floor Denver CO 80206 Investment Management 66454 0 20513240 0 0 20513240 0 20513240 307699 20205541 1010277 1010277 8759 8759 1001518 1001518 1001518 1112213 1112213 1001518 0 0 0 0 23217 23217 1112213 0 1001518 110695 133912 0 0 0 0 0 133912 0 0 0 23217 110695 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 300000 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 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 200000 1100000 315913 63099 Other Income/From K-1s 440241 819253 819253 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 Ruesch and Company LLC Tax and Accounting Fees 18060 17157 903 Short Term Sales of Publicly Traded Securities 2022-06 2022-12 1365609 1540098 -174489 Long Term Sales of Publicly Traded Securities and LTCG Dist. 2021-12 2022-12 4738029 4500441 237588 UBS 1585851 1418709 UBS 5883025 5960289 Fidelity 2349852 2383961 Cynosure Investment Partners 2022029 2922029 Cynosure Fernweh 222933 222933 Cynosure Wealth Partners LLC, 4 C GPS I, II and III 1273048 1273048 Cynosure Avalon BuildGroup LLC 61297 61297 AB Private Credit Inv Mid Mrkt 102032 48035 AB US Real Estate HNW II 276223 172501 AB EOF Weatherly Co-Invest 2255 0 AB Energy Opp (Cayman) AIV Fund II 128346 115052 UBS - Portfolio Advisors Private Equity Fund 2019 448895 471034 Signal Peak Ventures III 99230 247498 UBS - NightDragon Growth I 174977 203767 UBS - Alkeon Innovation Offshore Fund II 85302 90005 UBS - AlphaKeys Millenium Fund LP 195000 335192 UBS - Blackstone Private Credit Fund 728122 698644 UBS - Clover PCO II LP 375437 371030 UBS - FS Credit Real Estate Income Trust Fund 650000 645965 UBS - Starwood Real Estate Income Trust 789627 1003652 UBS - KKR North America Fund XIII Private 168826 172356 Signal Peak Ventures IV 25783 25597 UBS - iCap Infrastructures Investments Fund 769146 750000 UBS - Portfolio Advisors Private Eq Fund 2022 252471 255732 Ray Quinney & Nebeker PC Legal and Trust Administration 41861 39768 2093 Non-Deductible Expenses 541 Expenses from K-1 69019 65568 3451 D&O/Liability Insurance 8383 7963 420 Other Income/From K-1s 440241 440241 Prior Period Adjustments/Temporary Differences 1004637 Fidelity Investment Management 1724 1552 172 UBS Investment Management 66454 42929 4770 Foreign Tax Paid 5517 5517 0 Income Tax Paid 8000 0 0