2025-11-04T11:05:23-08:00 2024-12-31 371658522 RUESCH AND COMPANY LLC 101 S 200 E SUITE 150 SALT LAKE CITY UT 84111 990PF 2024-01-01 870389312 SJ and Jessie E Quinney Foundation SJAN 8015321500 PO Box 45385 Salt Lake City UT 841450385 Charles H Livsey Trustee 8015321500 2025-04-14 true true Chortney B Ruesch CPA P01070225 8018729798 2025-11-04 2024 2025-03-06 01:10:19Z X 92127351 X X 783865 783865 5098060 22572334 5098060 0 1337933 1337933 7219858 7219858 50000 47500 2500 153499 145824 7675 32500 30875 1625 291995 277395 14600 70511 10511 0 0 211025 206932 4093 809530 719037 30493 4254500 4254500 5064030 719037 4284993 2155828 6500821 2776626 3198546 3204309 0 382898 258099 258099 24497623 23812152 41208572 4023099 6264403 6293596 0 34962149 35196842 41162775 0 0 0 0 66642395 68730042 92127351 2000 0 0 0 0 0 2000 0 X 66640395 68730042 66640395 68730042 66642395 68730042 66640395 2155828 4470 68800693 70651 68730042 Short Term Sales of Publicly Traded Securities P 2024-06-30 2024-12-31 5598503 0 5366262 232241 0 0 0 232241 Long Term Sales of Publicly Traded Securities P 2023-12-30 2024-12-31 16973831 0 12108012 4865819 0 0 0 4865819 5098060 232241 90361 0 90361 0 90361 115000 23000 138000 -138000 47639 47639 false false false false false true true false true true UT true false false false true true N/A Charles H Livsey 8015321500 36 S State St Ste 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 false Frederick Q Lawson PO Box 45385 Salt Lake City UT 841450385 Director 1.50 5000 0 0 David E Quinney Jr PO Box 45385 Salt Lake City UT 841450385 Trustee/Director 1.50 5000 0 0 Peter Q Lawson PO Box 45385 Salt Lake City UT 841450385 Director 1.50 5000 0 0 Ellen E Rossi PO Box 45385 Salt Lake City UT 841450385 Director 1.50 5000 0 0 David E Quinney III PO Box 45385 Salt Lake City UT 841450385 Director 1.50 5000 0 0 Charles H Livsey PO Box 45385 Salt Lake City UT 841450385 Trustee/Director 2.50 5000 0 0 Ira B Rubinfeld PO Box 45385 Salt Lake City UT 841450385 Director 1.00 5000 0 0 Gary Longmore PO Box 45385 Salt Lake City UT 841450385 Director 1.00 5000 0 0 Jason Tholen PO Box 45385 Salt Lake City UT 841450385 Director 0.50 5000 0 0 Sally B McMinimee PO Box 45385 Salt Lake City UT 841450385 Director 0.50 5000 0 0 NONE 0 Ray Quinney & Nebeker PC PO Box 45385 Salt Lake City UT 84145 Legal, Tax and Accounting 153499 UBS 370 17th Street Suite 4100 Denver CO 80202 Investment Management Services 291995 0 89902967 0 0 89902967 0 89902967 1348545 88554422 4427721 4427721 90361 90361 4337360 4337360 4337360 4284993 4284993 4337360 0 0 203410 0 0 203410 4284993 0 4284993 0 52367 52367 151043 0 0 0 0 0 151043 0 151043 0 0 0 None None X Ballet West 50 W 200 S Salt Lake City UT 84101 Public Charity General Financial Support 130000 Guadalupe Schools 340 S Goshen St Salt Lake City UT 84104 Public Charity General Financial Support 30000 Moab Music Festival 58 E 300 S Moab UT 84532 Public Charity General Financial Support 30000 Neighborhood House 1050 W 500 S Salt Lake City UT 84104 Public Charity General Financial Support 20000 The Nature Conservancy of Utah 559 E South Temple Salt Lake City UT 84102 Public Charity General Financial Support 6000 The Nature Conservancy in Idaho 950 W Bannock St Ste 210 Boise ID 83702 Public Charity General Financial Support 6000 University of Utah - University Development Office 304 Park Building Salt Lake City UT 84112 Public Charity General Financial Support 136000 Utah State University - Quinney College of Natural Resources 1400 Old Main Hill Logan UT 843221400 Public Charity General Financial Support 575000 Utah State University - LWA Institute 1400 Old Main Hill Logan UT 843221400 Public Charity General Financial Support 1000000 Utah State University Development Office 1400 Old Main Hill Logan UT 843221400 Public Charity General Financial Support 25000 Utah Symphony and Opera 123 W South Temple Salt Lake City UT 84101 Public Charity General Financial Support 55000 University of Utah SJ Quinney College of Law 332 S 1400 E Salt Lake City UT 84112 Public Charity General Financial Support 150000 Alf Engen Ski Museum Foundation 3419 Olympic Pkwy Park City UT 84098 Public Charity General Financial Support 5000 The Henry's Fork Foundation 801 Main St Ashton ID 83420 Public Charity General Financial Support 6000 Planned Parenthood Association of Utah 654 S 900 E Salt Lake City UT 84102 Public Charity General Financial Support 31000 We Are Limitless 10153 1/2 Riverside Dr 752 Toluca Lake CA 91602 Public Charity General Financial Support 27000 Utah Food Bank 3150 S 900 W Salt Lake City UT 84119 Public Charity General Financial Support 7500 Naraya Cultural Preservation Foundation PO Box 1006 Fort Hall ID 83203 Public Charity General Financial Support 5000 Second Chance Wildlife Rehab 1910 W 2000 N Carbonville UT 84526 Public Charity General Financial Support 10000 Community Foundation of Utah 2257 S 1100 E Ste 205 Salt Lake City UT 84106 Public Charity General Financial Support 1000 David Ross Fetzer Foundation for Emerging Artists 1169 S Yale Ave Salt Lake City UT 84105 Public Charity General Financial Support 2500 Utah Open Lands 1488 S Main St Salt Lake City UT 84115 Public Charity General Financial Support 2500 Salt Lake Acting Company 168 W 500 N Salt Lake City UT 84103 Public Charity General Financial Support 2500 Visual Art Institute 2901 S Highland Dr Salt Lake City UT 84106 Public Charity General Financial Support 10000 Open Doors 1360 E 1450 S Clearfield UT 84015 Public Charity General Financial Support 12500 Best Friends Animal Society 5001 Angel Canyon Rd Kanab UT 847415000 Public Charity General Financial Support 5000 Other Side Academy 667 E 100 S Salt Lake City UT 84102 Public Charity General Financial Support 7500 Ladies of Charity Center of Hope 74 S Orchard Dr North Salt Lake UT 84054 Public Charity General Financial Support 10000 Moab Valley Multicultural Center 156 N 100 W Moab UT 84532 Public Charity General Financial Support 10000 Utah Blues Society 1125 W 3300 S Ogden UT 84401 Public Charity General Financial Support 2500 Worldwide Addiction Recovery Ltd 4555 Henry Hudson Parkway 510 New York NY 104713838 Public Charity General Financial Support 5000 Utah Rivers Council 1270 E 8600 S Sandy UT 84094 Public Charity General Financial Support 5000 Utah Land Use Institute 136 E South Temple Ste 2400 Salt Lake City UT 84111 Public Charity General Financial Support 10000 The Salt Lake Tribune 90 S 400 W Ste 700 Salt Lake City UT 84101 Public Charity General Financial Support 50000 Fight the New Drug PO Box 522378 Salt Lake City UT 84152 Public Charity General Financial Support 5000 Gonzaga Elder Law Clinic 502 E Boone Avenue Spokane WA 99258 Public Charity General Financial Support 3000 Huntsman Mental Health Institute 501 Chipeta Way Salt Lake City UT 84108 Public Charity General Financial Support 100000 IJ and Jeanne Wagner Jewish Community Center 2 Medical Dr N Salt Lake City UT 84113 Public Charity General Financial Support 10000 Judge Memorial Catholic High School 650 S 1100 E Salt Lake City UT 84102 Public Charity General Financial Support 10000 Legal Aid Society of Salt Lake 960 S Main St Salt Lake City UT 84101 Public Charity General Financial Support 10000 Intermountain Medical Foundation for Primary Childrens Hospital PO Box 26722 Salt Lake City UT 84126 Public Charity General Financial Support 250000 Renaissance Charitable Foundation 8888 Keystone Crossing Ste 1200 Indianapolis IN 46240 Public Charity General Financial Support 1395000 The Brigid Alliance PO Box 58 New York NY 10024 Public Charity General Financial Support 2500 The McGillis School 668 S 1300 E Salt Lake City UT 84102 Public Charity General Financial Support 35000 Utah Film Center - Tumbleweed 375 W 400 N Salt Lake City UT 84103 Public Charity General Financial Support 5000 Warrior Rizen Foundation 5730 Silver Mountain Cove Morgan UT 84050 Public Charity General Financial Support 16000 Wasatch Community Gardens 629 E 800 S Salt Lake City UT 84102 Public Charity General Financial Support 10000 Women's Reproductive Rights Assistance Project 1902A Lincoln Blvd 1338 Santa Monica CA 90405 Public Charity General Financial Support 2500 Zion Canyon Mesa PO Box 145 Springdale UT 84767 Public Charity General Financial Support 10000 4254500 Utah State University 1400 Old Main Hill Logan UT 84322 Public Charity General Financial Support 6475059 University of Utah 304 Park Building Salt Lake City UT 84112 Public Charity General Financial Support 200000 6675059 783865 5098060 From Schedule K-1s/Pass-through Entities 1198658 1099-Misc Other Income (UBS 3220) 139275 7219858 7219858 4 Dividend and Interest Income is used to help fund grants. 8 A Portion of Net Capital Gains/Losses may be used to help fund grants. 2 Interest Income is used to fund grants. 7 Other Income is used to fund grants. 11 Other income/revenue is used to help fund grants. false false false false false false false false false false Ruesch and Company LLC Accounting and Tax 32500 30875 1625 Short Term Sales of Publicly Traded Securities 2024-06 Purchased 2024-12 5598503 5366262 232241 Long Term Sales of Publicly Traded Securities 2023-12 Purchased 2024-12 16973831 12108012 4865819 UBS 6264403 6293596 UBS 23812152 41208572 UV Partners IV LP 477940 494035 AB EOF AIV II 541604 187132 AB Private Credit Mid-Market 550563 301627 AB RE HNW II 272811 462694 Clover PCO II LP (Offshore)(UBS) 2383184 2373548 NightDragon Growth I LP (UBS) 494320 581462 Portf Adv Private Equity Fund 2019 (Offshore) LP (UBS) 2157427 2128854 Starwood Real Estate Income Trust Adv Cl 1 (UBS) 4107491 4068029 Signal Peak Ventures III LP 2319895 6392758 Alkeon Innovation Offshore Fund II (UBS) 989647 966191 AlphaKeys Millenium Fund (UBS) 2625000 3147825 Blackstone Private Credit (UBS) 4799254 4762093 G Squared Opp VI (UBS) 2148046 3100312 KKR North American Fund XIII Private (UBS) 2004761 2388873 Signal Peak Ventures IV 2168776 2616105 PAPEF 2022 (UBS) 1346592 1334691 N Flagler Drive (US) LLC (Savanna Intercoastal Inv Funds) (UBS) 670401 699290 Slate 1250000 1250000 Reflexion 1000000 1000000 Gotham Greens 750000 750000 RREF V Debt Domestic 511384 506250 Stepstone VC Secondaries Fund VI-B LP 615152 620000 Valor M33 VI 1012594 1031006 Ray Quinney & Nebeker PC Legal and Trust Administration 153499 145824 7675 Capital/Cost Adjustments & Timing Differences 70651 Insurance 14141 13434 707 Expenses from K-1s 193498 193498 0 Reimbursed Expenses 3386 0 3386 Other Income from K-1s/Other Investments 1198658 1198658 1099-Misc 139275 139275 Capital/Cost Adjustments & Timing Differences 0 Tax Exempt Income 4470 UBS Investment Management Fees 291995 277395 14600 Foreign Tax Paid 10511 10511 0 Income Tax 60000 0 0