2019-05-24T18:56:36-07:00 2018-11-30 THE HORTIN GROUP LLC 1521 N Technology Way Orem UT 84097 990PF 2017-12-01 237061702 Bruce Lindorf Memorial Foundation BRUC 8014260633 c/o 51 West Center 604 Orem UT 84057 RONALD P LINDORF CHAIRMAN 8014260633 2019-05-24 STEVEN K HORTIN P00428152 8013748740 216.21.162.203 2019-05-24 18:56:18 PD P 3EFE38B6F80A8867B48EF336636BC9BC56A951E1 3EFE38B6F80A8867B48EF336636BC9BC56A951E1 2017 2019-02-21 02:37:17Z X 5593952 X 609000 X 262470 262470 262470 56980 6195 136582 1008052 319450 268665 35002 6885 2994 1793 14798 42085 41287 101764 41287 1793 250297 250297 352061 41287 252090 655991 278163 268665 356911 43857 43579 425820 257675 257675 135797 1279722 1627768 1830815 2513388 3505972 3461883 4711638 5435272 5593952 4109 8579 4109 8579 X 4707529 5426693 4707529 5426693 4711638 5435272 4707529 655991 63173 5426693 5426693 CHARLES SCHWAB 8379 SEE STMT ATTACHED P 2017-11-30 2018-11-30 160320 0 151104 9216 0 0 0 9216 JP MORGAN 9208 SEE STMT ATTACHED P 2017-11-30 2018-11-30 77453 0 58234 19219 0 0 0 19219 ROC INCOME FUND K-1 P 2017-11-30 2018-11-30 2178 0 0 2178 0 0 0 2178 PARAGON INCOME FUND K-1 P 2017-11-30 2018-11-30 93 0 0 93 0 0 0 93 RBC CAP GAIN DIST P 2017-11-30 2018-11-30 4099 0 0 4099 0 0 0 4099 TDA 4896 SEE STMT ATTACHED P 2017-11-30 2018-11-30 194084 0 182496 11588 0 0 0 11588 CHARLES SCHWAB 6405 SEE STMT ATTACHED P 2017-11-30 2018-11-30 24593 0 16558 8035 0 0 0 8035 20000 FORD MOTOR P 2010-01-20 2018-09-13 22547 0 20065 2482 0 0 0 2482 CHARLES SCHWAB 8379 CAP GAIN DIST P 2017-11-30 2018-11-30 70 0 0 70 0 0 0 70 56980 false 170350 4339365 0.039257 212367 4354727 0.048767 0.000000 207148 4602881 0.045004 276898 0.000000 0.133028 0.026606 2782 2782 252090 X 2782 0 2782 2782 2329 2329 2329 X 9 462 0 false false false false false true false false true true CA true false false false false true N/A RONALD S LINDORF 8014264366 51 West Center 604 Orem UT 84057 false false false false false false false false false false false false false false false false false false false false RONALD S LINDORF 51 W Center 604 Orem UT 84057 President 5.00 0 0 0 TERRI LINDORF 51 W Center 604 Orem UT 84057 Secretary 1.00 0 0 0 NONE 0 NONE 0 0 0 0 0 0 0 0 0 2782 2782 0 252090 252090 2782 249308 0 77286 215237 292523 252090 252090 544613 0 77286 467327 215237 252090 RONALD LINDORF 51 West Center 604 Orem UT 84057 8014264366 BY MAIL ONLY APRIL 1 PRINCIPALLY FUNDS LYME DISEASE RESEARCH AND EDUCATION, ALSO SUPPORTING EDUCATIONAL INSTITUTIONS LDS Church 47 E SO TEMPLE ST SALT LAKE CITY UT 84150 PC501(c)(3) Charitable 7400 Called 2 Serve Foundation 1095 N Mountain Ridge Rd Provo UT 84604 PC501(c)(3) Educational 15000 Brigham Young University A-41 ASB Provo UT 84602 501(c)(3) Educational 5844 Live Your Dream Scholarship 3651 N 100 E 275 Provo UT 84604 PC501(c)(3) medical research 25000 Ovelessebougou Utah Alliance 525 E 4500 S F115 mILLCREEK UT 84102 PC501(c)(3) Charitable 2657 Lyme DiseaseOrg PO BOx 1352 Chico CA 95927 PC501(c)(3) Educational 22821 National MS Society 6364 S Highland Dr Ste 101 Salt Lake City UT 84121 PC501(c)(3) Charitable 500 Charity Vision 3210 N Canyon Rd 107 Provo UT 84604 PC501(c)(3) Charitable 152000 Scera FOundation 745 S State St Orem UT 84058 PC501(c)(3) Medical Research 5000 Western Governors University 4001 S 700 E 700 Salt Lake City UT 84107 PC501(c)(3) Education 5800 Utah Valley University 1161 W 300 N Orem UT 84057 PC501(c)(3) Education 4700 ILADEF 2 Wisconsin CIr 700 Chevy Chase MD 20815 pc501(c)(3) research 825 SHS Alumni Foundation 971 E NBanta Rd Indianapolis IN 46227 501(c)(3) Educational 1500 Operation Underground Railroad 646 S Main St 194 Cedar City UT 84720 501(c)(3) Child Protective 250 Utah COalition for Lyme DIsease 2177 N 2600 W Lehi UT 84043 501(c)(3) education 1000 250297 false false false false false false false false false false investment cust fees 41287 41287 Advertising 798 DONATED STOCK BASIS 136582 CAPITAL GAINS 63173 Excise Taxes 150 Foreign Taxes 374 Research 1793 1793 Supplies 677