2025-11-04T11:05:17-08:00 2024-12-31 371658522 RUESCH AND COMPANY LLC 101 S 200 E SUITE 150 SALT LAKE CITY UT 84111 990PF 2024-01-01 870481508 Janet Q Lawson Foundation JANE 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 69811320 X X 1712995 1712995 3085930 15969757 3085930 0 243113 243113 5042038 5042038 45000 42750 2250 151854 144261 7593 29500 28025 1475 263597 250417 13180 48885 9885 0 0 212328 211716 612 751164 687054 25110 3889500 3889500 4640664 687054 3914610 401374 4354984 2434388 2393763 2400336 0 0 19238950 20632693 25947179 6836257 6924803 7046872 0 30996042 29035376 34416933 0 0 0 0 59505637 58986635 69811320 27259 0 0 0 0 0 27259 0 X 59478378 58986635 59478378 58986635 59505637 58986635 59478378 401374 4341 59884093 897458 58986635 Short Term Sales of Publicly Traded Securities P 2024-06-30 2024-12-31 5288596 0 4917782 370814 0 0 0 370814 Long Term Sales of Publicly Traded Securities P 2023-12-30 2024-12-31 10681161 0 7966045 2715116 0 0 0 2715116 3085930 370814 60534 0 60534 0 60534 91683 17500 109183 -109183 48649 48649 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 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 false Frederick Q Lawson PO Box 45385 Salt Lake City UT 841450385 Trustee/Advisor 0.50 5000 0 0 Peter Q Lawson PO Box 45385 Salt Lake City UT 841450385 Trustee/Advisor 0.50 5000 0 0 Ellen E Rossi PO Box 45385 Salt Lake City UT 841450385 Trustee/Advisor 0.50 5000 0 0 Dr Erik C Erlingsson PO Box 45385 Salt Lake City UT 841450385 Trustee/Advisor 0.50 5000 0 0 Charles H Livsey PO Box 45385 Salt Lake City UT 841450385 Trustee/Advisor 0.50 5000 0 0 Stewart Q Lawson PO Box 45385 Salt Lake City UT 841450385 Trustee/Advisor 0.50 5000 0 0 Tatiana E Lawson PO Box 45385 Salt Lake City UT 841450385 Advisor 0.50 5000 0 0 Mathieu C Shrontz PO Box 45385 Salt Lake City UT 841450385 Advisor 0.50 5000 0 0 Jason Tholen PO Box 45385 Salt Lake City UT 841450385 Advisor 0.50 5000 0 0 NONE 0 UBS 370 17th St Suite 1400 Denver CO 80202 Investment Management 263597 Ray Quinney & Nebeker PC 36 S State Street Suite 1500 Salt Lake City UT 84111 Legal Services 151854 0 70314074 0 0 70314074 0 70314074 1054711 69259363 3462968 3462968 60534 60534 3402434 3402434 3402434 3914610 3914610 3402434 404092 0 0 0 0 0 0 3914610 404092 0 3402434 108084 108084 0 0 0 0 0 108084 0 0 0 0 108084 None None X Utah State University Old Main Hill Logan UT 84322 Public Charity General Financial Support 1381000 University of Utah 332 S 1400 E Salt Lake City UT 84112 Public Charity General Financial Support 62500 Black Mesa Trust PO Box 33 Kykotsmovi Village AZ 86039 Public Charity General Financial Support 20000 The Trustees of Reservations 200 High St Boston MA 02110 Public Charity General Financial Support 10000 Alf Engen Ski Museum 3419 Olympic Pkwy Park City UT 84098 Public Charity General Financial Support 10000 Moab Music Festival 58 E 300 S Moab UT 84532 Public Charity General Financial Support 10000 Ride With Respect 1310 Murphy Lane Moab UT 84532 Public Charity General Financial Support 5000 Youth Garden Project 530 S 400 E Moab UT 84532 Public Charity General Financial Support 15000 Girl Scouts of Utah 445 E 4500 S Ste 125 Salt Lake City UT 84107 Public Charity General Financial Support 35000 Utah Food Bank 3150 S 900 W Salt Lake City UT 84119 Public Charity General Financial Support 5000 Intermountain Foundation at Primary Children's Hospital 100 N Mario Capecchi Dr 3575 Salt Lake City UT 84113 Public Charity General Financial Support 255000 Ballet West 50 W 200 S Salt Lake City UT 84111 Public Charity General Financial Support 130000 Guadalupe School 1385 N 1200 W Salt Lake City UT 84116 Public Charity General Financial Support 20000 Utah's Hogle Zoo 2600 E Sunnyside Ave Salt Lake City UT 84108 Public Charity General Financial Support 40000 Neighborhood House 1050 W 500 S Salt Lake City UT 84104 Public Charity General Financial Support 35000 Nature Conservancy in Utah 559 E South Temple Salt Lake City UT 84102 Public Charity General Financial Support 42500 Friends of Tracy Aviary 589 E 1300 S Salt Lake City UT 84105 Public Charity General Financial Support 45000 Utah Symphony Utah Opera 123 W South Temple Salt Lake City UT 84101 Public Charity General Financial Support 75000 Bountiful Community Food Pantry 480 E 150 N Bountiful UT 84010 Public Charity General Financial Support 15000 The Children's Center 350 S 400 E Salt Lake City UT 84111 Public Charity General Financial Support 5000 The McGillis School 668 S 1300 E Salt Lake City UT 84102 Public Charity General Financial Support 20000 Wasatch Community Gardens 629 E 800 S Salt Lake City UT 84102 Public Charity General Financial Support 5000 YMCA of Northern Utah 675 E 2100 S Ste 200 Salt Lake City UT 84106 Public Charity General Financial Support 110000 The Jared Prescott Charitable Trust 820 Sunrise Cir Centerville UT 840142576 Public Charity General Financial Support 5000 Hopi Tutskwa Permaculture Institute PO Box 967 Kykotsmovi AZ 86039 Public Charity General Financial Support 5000 Moab Public Radio 1734 Rocky Rd Moab UT 84532 Public Charity General Financial Support 5000 Moab Free Health Clinic 380 N 500 W Moab UT 84532 Public Charity General Financial Support 10000 Artes de Mexico en Utah 1578 W 1700 S Ste 100 Salt Lake City UT 84104 Public Charity General Financial Support 1000 Community Foundation of Utah 2257 S 1100 E Ste 205 Salt Lake City UT 84106 Public Charity General Financial Support 1000 The Madeline Choir School 205 E 1st Ave Salt Lake City UT 84103 Public Charity General Financial Support 10000 Boston Book Festival 720 Massachusetts Ave Ste 8 Cambridge MA 02139 Public Charity General Financial Support 10000 Harvard Medical School 3 Blackfan Cir Boston MA 02115 Public Charity General Financial Support 5000 Davis Education Foundation 45 E State St Farmington UT 84025 Public Charity General Financial Support 7500 Salt Lake Tribune 90 S 400 W Ste 700 Salt Lake City UT 84101 Public Charity General Financial Support 100000 Bridgerland Technical College Foundation 1301 N 600 W Logan UT 84321 Public Charity General Financial Support 10000 Ducks Unlimited 2550 S Decker Lake Blvd Ste 22 Salt Lake City UT 84119 Public Charity General Financial Support 7500 Shriner's Hospital for Children 1275 E Fairfax Rd Salt Lake City UT 84103 Public Charity General Financial Support 7500 Camp Nor'wester 305 5th Ave S Edmunds WA 98020 Public Charity General Financial Support 3000 American Foundation for Suicide Prevention 1920 Dresden Dr Ste 191591 Atlanta GA 31119 Public Charity General Financial Support 5000 Association of Community Employment Programs for the Homeless (ACE) 30-30 Northern Blvd Ste B100 Long Island NY 11101 Public Charity General Financial Support 10000 The INN Between 1216 E 1300 S Salt Lake City UT 84105 Public Charity General Financial Support 2500 Blaine Avalanche & Rescue K9S Corp 1650 Aviation Drive Hailey ID 83333 Public Charity General Financial Support 25000 Central Union Church Preschool 1660 S Beretania St Honolulu HI 96826 Public Charity General Financial Support 5000 Entrada Cultural Center PO Box 750217 Torrey UT 84775 Public Charity General Financial Support 280000 Friends of Arches and Canyonlands Parks PO Box 1680 Moab UT 84532 Public Charity General Financial Support 30000 Grand Staircase Escalante Partners 530 W Main St Escalante UT 84726 Public Charity General Financial Support 10000 Huntsman Mental Health Institute 501 Chipeta Way Salt Lake City UT 84108 Public Charity General Financial Support 100000 National Outdoor Leadership School (NOLS) 284 Lincoln St Lander WY 82520 Public Charity General Financial Support 3500 Renaissance Charitable Foundation Inc 8888 Keyston Crossing Ste 1222 Indianapolis IN 46240 Public Charity General Financial Support 840000 Safe Harbor Crisis Center 223 Larson Lane Layton UT 84041 Public Charity General Financial Support 10000 VNA Care 67 Forest St Suite 100 Marlborough MA 01752 Public Charity General Financial Support 5000 Wasatch Adaptive Sports 9385 S Snowbird Center Dr Snowbird UT 84092 Public Charity General Financial Support 5000 New England Conservatory of Music 290 Huntington Ave Boston MA 02115 Public Charity General Finanical Support 15000 Planned Parenthood of the Columbia Willamette 3727 NE Martin Luther King Jr Blvd Portland OR 97212 Public Charity General Financial Support 5000 3889500 Utah State University 5200 Old Main Hill Logan UT 843225200 Public Charity General Financial Support 3450000 3450000 1712995 3085930 Other Income From K-1s/Investments 222769 1099-Misc (UBS 3155) 20344 5042038 5042038 4 Dividend and interest income may be used to fund grants. 8 A portion of Capital Gains/Losses may be used to fund grants. 11 Other Income may be used to fund grants. false false false false false false false false false false Ruesch and Company LLC Accounting and Tax 29500 28025 1475 Short Term Sales of Publicly Traded Securities 2024-06 Purchased 2024-12 5288596 4917782 370814 Long Term Sales of Publicly Traded Securities 2023-12 Purchased 2024-12 10681161 7966045 2715116 UBS 6924803 7046872 UBS 20632693 25947179 AB RE II 72985 313342 AB Priv Credit 1652253 933173 AB EOF 1381957 1416082 AB EOF AIV II 684129 236378 Cynosure Avalon BuildGroup 45009 97845 Cynosure Investment Partners 1234929 1852247 Cynosure Fernweh LLC 556187 983323 Alkeon Innovation Offshore (UBS) 659765 644128 AlphaKeys Millenium Fund (UBS) 2100000 2518260 Blackstone Private Credit (UBS) 3864884 3833881 Blackstone REIT (UBS) 2279747 2739507 Clover PCO II (UBS) 1566858 2373548 G Squared Opportunities Fund VI (UBS) 1871481 2665667 NightDragon Growth I (UBS) 494321 581462 Rialto Debt Domestic Inv (UBS) 339365 305087 Rialto Property Domestic Inv (UBS) 447943 494811 Signal Peak Ventures III 1159945 3196379 KKR North America Fund XIII Private Inv (UBS) 1871108 2229627 Signal Peak Ventures IV 1084388 1308051 PAPEF 2022 (UBS) 1346590 1334688 N Flagler Dr (Savanna Intercoastal) (UBS) 446934 466193 Gotham Greens 500000 500000 Slate 1250000 1250000 Reflexion 750000 750000 Stepstone Secondaries Rd VI-B 615152 620000 Valor M33 VI LP 759446 773254 Ray Quinney & Nebeker PC Legal 151854 144261 7593 Prior Period Adjustments and Temporary K-1/Capital Differences 897458 Expenses from K-1s 200082 200082 0 Insurance 12246 11634 612 From K-1s/Other Investments 222769 222769 From 1099-Misc 20344 20344 Prior Period Adjustments and Temporary K-1/Capital Differences 0 Tax-Exempt Income 4341 UBS Investment Mngt. Fees 263597 250417 13180 Income Tax Paid 39000 0 0 Foreign Taxes Paid 9885 9885 0