2016-11-04T11:19:41-05:00 2015-12-31 475198561 Frederickson Murri Planners & Advisors 2150 S 1300 E STE 550 Salt Lake City UT 84106 990PF 2015-01-01 876150803 LAWRENCE & JANET DEE FOUNDATION LAWR 8016470604 PO BOX 58767 SALT LAKE CITY UT 84158 Thomas D Dee III Director 8016470604 2016-10-26 1 Scott H Murri CPA P01307439 8013555113 2016-10-26 2015 2017-02-10 21:41:12Z X 55041739 X X 875203 875203 985638 15004190 985638 1860841 1860841 0 15000 15000 0 0 27025 27025 0 0 2584 2584 0 0 81148 81148 0 0 6200 0 0 6200 434014 429778 0 4236 565971 555535 0 10436 2682064 2682064 3248035 555535 0 2692500 -1387194 1305306 0 682528 1756478 1756478 12500 41739 41739 31404765 7848744 9334127 0 46097253 53243522 49282664 47895470 55041739 0 0 X 49282664 49282664 0 0 0 -1387194 49282664 47895470 49282664 47895470 49282664 -1387194 0 47895470 0 47895470 PUBLICLY TRADED SECURITIES 14861036 14018552 842484 842484 K-1 Allocated LT Gains P 103274 103274 103274 K-1 allocated ST gains P 39880 39880 39880 985638 882364 0 2768830 53994889 0.051279 2549154 54085078 0.047132 2525310 52696931 0.047921 2318329 52716551 0.043977 790070 48589736 0.016260 0.206569 0.041314 57007506 2355208 13053 2368261 2692500 X 13053 0 13053 0 13053 55000 55000 41947 41947 0 0 0 0 0 0 0 0 0 0 0 1 1 UT 0 0 0 0 0 0 N/A Frederickson Murri Planners and Adv 8013555113 2150 S 1300 E 550 Salt Lake City UT 84106 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Thomas D Dee III 1575 DEVONSHIRE DRIVE SALT LAKE CITY UT 84108 Director 4.00 5000 0 0 David Dee 1374 ARLINGTON DRIVE SALT LAKE CITY UT 84103 Director 4.00 5000 0 0 Matthew T Dee 3380 S Colemere Way Salt Lake City UT 84109 Director 4.00 5000 0 0 NONE 0 NONE 0 0 56603927 1271714 0 57875641 0 0 57875641 868135 57007506 2850375 2850375 13053 13053 2837322 0 2837322 0 2837322 2692500 0 2692500 13053 2679447 2837322 2537257 0 0 2692500 2537257 0 0 155243 0 0 0 0 0 0 0 0 2682079 0 0 0 Lawrence Janet Dee Foundation Lawre PO BOX 58767 Salt Lake City UT 84158 8013555113 LETTER OF APPLICATION NONE, BUT SUGGESTED BY SEPTEMBER 30TH NONE ABILITY FOUND 5236 SOUTH GREENPINE DRIVE SALT LAKE CITY UT 84123 501C3 GENERAL 5000 ALLIANCE HOUSE 1724 MAIN ST SALT LAKE CITY UT 84115 501C3 GENERAL 5000 ALZHEIMERS DISEASE AND RELATED DISORDERS 225 NORTH MICHIGAN AVE FLOOR 17 CHICAGO IL 60601 501C3 GENERAL 5000 AMERICAN CANCER SOCIETY 941 EAST 3300 SOUTH SALT LAKE CITY UT 84106 501C3 GENERAL 50000 AMERICAN INDIAN SERVICES 1902 NORTH CANYON ROAD SUITE 100 PROVO UT 84604 501C3 GENERAL 5000 AMERICAN RED CROSS 2955 HARRISON BLVD SUITE 204 OGDEN UT 84403 501C3 GENERAL 10000 ARTHRITIS FOUNDATION 3650 NORTH UNIVERSITY AVE PROVO UT 84604 CHARITY GENERAL 2500 ASSISTANCE LEAGUE OF SALT LAKE CITY PO BOX 9353 SALT LAKE CITY UT 84109 501C3 GENERAL 3000 ASSOCIATION OF SMALL FOUNDATIONS 1720 NORTH STREET NW WASHINGTON DC 20036 501C3 GENERAL 1000 BAD DOG ARTS 428 SOUTH 400 WEST B129 SALT LAKE CITY UT 84101 501C3 GENERAL 5000 BALLET WEST CAPITAL THEATRE 50 WEST 200 SOUTH SALT LAKE CITY UT 84101 501C3 GENERAL 10000 BALLET WEST CENTER FOR DANCE CAPITAL THEATRE 50 WEST 200 SOUTH SALT LAKE CITY UT 84101 501C3 GENERAL 50000 BEST FRIENDS ANIMAL SOCIETY 5001 ANGEL CANYON ROAD KANAB UT 84741 501C3 GENERAL 5000 BIG BROTHERS BIG SISTERS OF UTAH 151 EAST 5600 SOUTH SUITE 200 SALT LAKE CITY UT 84107 501C3 GENERAL 5000 BOYS AND GIRLS CLUBS OF SALT LAKE 669 SOUTH 200 EAST SUITE 100 SALT LAKE CITY UT 84111 501C3 GENERAL 7500 CAMP HOBE PO BOX 520755 SALT LAKE CITY UT 84152 501C3 GENERAL 5000 CATHOLIC COMMUNITY SERVICES OF UTAH 745 EAST 300 SOUTH SALT LAKE CITY UT 84102 501C3 GENERAL 4000 CENTRAL UTAH ART CENTER 86 NORTH MAIN STREET EPHRAIM UT 84627 501C3 GENERAL 2500 CHAMBER ORCHESTRA OGDEN 5463 SOUTH 125 EAST OGDEN UT 84405 501C3 GENERAL 2500 CHILDREN'S MUSEUM OF UTAH 444 WEST 100 SOUTH SALT LAKE CITY UT 84101 501C3 GENERAL 5000 CHILDRENS SERVICE SOCIETY OF UTAH 655 EAST 4500 SOUTH SALT LAKE CITY UT 84107 501C3 GENERAL 3500 CLARK PLANETARIUM 110 400 WEST SALT LAKE CITY UT 84101 501C3 GENERAL 5000 COMMUNITY FOUNDATION OF UTAH 423 WEST 800 SOUTH SALT LAKE CITY UT 84101 501C3 GENERAL 5000 COMMUNITY NURSING SERVICES 2830 S REDWOOD RD WEST VALLEY CITY UT 84119 501C3 GENERAL 4000 CRAFT LAKE CITY 351 PIERPONT AVE SALT LAKE CITY UT 84101 501C3 GENERAL 2500 CROSSROADS URBAN CENTER 347 SOUTH 400 EAST SALT LAKE CITY UT 84111 501C3 GENERAL 5000 ECCLES COMMUNITY ART CENTER 2580 ECCLES AVENUE OGDEN UT 84401 501C3 GENERAL 10000 ENABLEUTAH 2640 INDUSTRIAL DRIVE OGDEN UT 84401 501C3 GENERAL 3500 ENGLISH SKILLS LEARNING CENTER 631 WEST NORTH TEMPLE SALT LAKE CITY UT 84116 501C3 GENERAL 5000 EYE CARE FOR KIDS FOUNDATION 6911 SOUTH STATE STREET SALT LAKE CITY UT 84047 501C3 GENERAL 5000 FAMILY COUNSELING SERVICE OF UTAH 3518 WASHINGTON BLVD OGDEN UT 84403 501C3 GENERAL 2500 FAMILY COUNSELING SERVICE OF NORTHERN UTAH 3518 WASHINGTON BLVD OGDEN UT 84403 501C3 GENERAL 5000 FAMILY SUPPORT CENTER 1760 WEST 4805 SOUTH TAYLORSVILLE UT 84118 501C3 GENERAL 5000 FRIENDS FOR SIGHT 661 SOUTH 200 EAST SALT LAKE CITY UT 84111 501C3 GENERAL 7500 FRIENDS OF TRACY AVIARY 589 EAST 1300 SOUTH SALT LAKE CITY UT 84105 501C3 GENERAL 5000 GIRL SCOUTS OF UTAH 445 EAST 4500 SOUTH SALT LAKE CITY UT 84107 501C3 GENERAL 5000 GUADALUPE SCHOOL 340 SOUTH 1040 EAST SALT LAKE CITY UT 84104 501C3 GENERAL 7500 HABITAT FOR HUMANITY - SALT LAKE VALLEY 1276 SOUTH 500 WEST SALT LAKE CITY UT 84107 501C3 GENERAL 5000 HELPING HAND ASSOCIATION INC 301 SILLER DRIVE HAZLETON PA 18201 501C3 GENERAL 3500 HOUSE OF HOPE 857 EAST 200 SOUTH SALT LAKE CITY UT 84102 501C3 GENERAL 5000 HUMANE SOCIETY OF UTAH 4242 SOUTH 300 WEST MURRAY UT 84107 501C3 GENERAL 5000 IMAGINE BALLET THEATRE INC 2432 WASHINGTON BLVD OGDEN UT 84401 501C3 GENERAL 2500 INTERMOUNTAIN SPECIALIZED ABUSE TREATMEN 1555 WEST 2200 SOUTH SUITE A WEST VALLEY CITY UT 84119 501C3 GENERAL 2500 INTERMOUNTAIN THERAPY ANIMALS 4050 SOUTH 2700 EAST SALT LAKE CITY UT 84124 501C3 GENERAL 5000 JEWISH FAMILY SERVICE 1111 EAST BRICKYARD ROAD SUITE 109 SALT LAKE CITY UT 84106 501C3 GENERAL 5000 JORDAN VALLEY CONSERVATION FOUNDATION 8275 SOUTH 1300 WEST WEST JORDAN UT 84088 501C3 GENERAL 5000 JUNIOR LEAGUE OF SALT LAKE CITY 526 EAST 300 SOUTH SALT LAKE CITY UT 84102 501C3 GENERAL 7500 KCPW PUBLIC RADIO 210 EAST 400 SOUTH 10 SALT LAKE CITY UT 84111 501C3 GENERAL 5000 KOSTOPULOS DREAM FOUNDATION 2500 EMMIGRATION CANYON SALT LAKE CITY UT 84108 501C3 GENERAL 7500 LEGACY MUSIC ALLIANCE 252 BROADWAY SALT LAKE CITY UT 84111 501C3 GENERAL 5000 MALIHEH FREE CLINIC 415 EAST 3900 SOUTH SALT LAKE CITY UT 84107 501C3 GENERAL 5000 MCKAY DEE HOSPITAL FOUNDATION 4401 HARRISON BOULEVARD OGDEN UT 84403 501C3 GENERAL 500000 MIDTOWN COMMUNITY HEALTH CENTER 2240 ADAMS AVENUE OGDEN UT 84401 501C3 GENERAL 5000 NATIONAL ABILITY CENTER 1000 ABILITY WAY PARK CITY UT 84060 501C3 GENERAL 5000 NATIONAL ALLIANCE ON MENTAL HEALTH 1500 W 2200 S WEST VALLEY CITY UT 84119 501C3 GENERAL 5000 NATIONAL MULTIPLE SCLEROSIS SOCIETY 6364 SOUTH HIGHLAND DRIVE SUITE 101 SALT LAKE CITY UT 84121 501C3 GENERAL 5000 NEIGHBORHOOD HOUSE 1050 WEST 500 SOUTH SALT LAKE CITY UT 84104 501C3 GENERAL 7500 NOVA CHAMBER MUSIC SERIES 1375 EAST PRESIDENTS CIRCLE SALT LAKE CITY UT 84102 501C3 GENERAL 10000 ODGEN NATURE CENTER 966 WEST 12TH STREET OGDEN UT 84404 501C3 GENERAL 5000 ODGEN SYMPHONY BALLET ASSOCIATION 638 26TH STREET OGDEN UT 84401 501C3 GENERAL 7500 ODYSSEY HOUSE OF UTAH 344 EAST 100 SOUTH SALT LAKE CITY UT 84111 501C3 GENERAL 7500 OGDEN ARTS FESTIVAL 2501 WALL AVE OGDEN UT 84403 501C3 GENERAL 2500 OGDEN SCHOOL FOUNDATION 1950 MONROE BLVD OGDEN UT 84401 501C3 GENERAL 7500 OGDEN SCHOOL FOUNDATION 1950 MONROE BLVD OGDEN UT 84401 Educational Institut GENERAL 25000 OGDEN SURGICAL-MEDICAL SOCIETY PO BOX 9311 OGDEN UT 84409 501C3 GENERAL 2500 OGDEN-WEBER APPLIED TECHNOLOGY 200 NORTH WASHINGTON BLVD OGDEN UT 84404 501C3 GENERAL 8000 OUR LADY OF LOURDES CATHOLIC SCHOOL 1065 E 700 S SALT LAKE CITY UT 84102 501C3 GENERAL 5000 OUTREACH RESOURCE CENTER 23RD STREET OGDEN UT 84401 501C3 GENERAL 3500 PEOPLE HELPING PEOPLE 205 N 400 WEST SALT LAKE CITY UT 84103 501C3 GENERAL 2500 PLANNED PARENTHOOD ASSOCIATION 654 SOUTH 900 EAST SALT LAKE CITY UT 84102 501C3 GENERAL 5000 PREVENT CHILD ABUSE UTAH 2955 HARRISON BLVD SUITE 104 OGDEN UT 84403 501C3 GENERAL 5000 RAPE RECOVERY CENTER 2035 SOUTH 1300 EAST SALT LAKE CITY UT 84105 501C3 GENERAL 5000 REPORTORY DANCE THEATRE PO BOX 510427 SALT LAKE CITY UT 84151 501C3 GENERAL 7500 RIRIE-WOODBURY DANCE COMPANY 138 WEST BROADWAY SALT LAKE CITY UT 84101 501C3 GENERAL 10000 RONALD MCDONALD HOUSE CHARITIES 935 EAST SOUTH TEMPLE SALT LAKE UT 84102 501C3 GENERAL 100000 RONALD MCDONALD HOUSE CHARITIES 935 EAST SOUTH TEMPLE SALT LAKE CITY UT 84102 501C3 GENERAL 7500 SALT LAKE ACTING COMPANY 168 WEST 500 NORTH SALT LAKE CITY UT 84105 501C3 GENERAL 5000 SALT LAKE ART CENTER 20 SOUTH WEST TEMPLE SALT LAKE CITY UT 84101 501C3 GENERAL 15000 SALT LAKE CITY ARTS COUNCIL 1340 EAST 100 SOUTH SALT LAKE CITY UT 84102 501C3 GENERAL 2500 SALT LAKE CITY FILM CENTER 210 EAST 400 SOUTH 9 SALT LAKE CITY UT 84111 501C3 GENERAL 5000 SALT LAKE CITY FILM CENTER 210 EAST 400 SOUTH 9 SALT LAKE CITY UT 84111 501C3 GENERAL 5000 SALT LAKE DONATED DENTAL SERVICES 1383 SOUTH 900 WEST SALT LAKE CITY UT 84104 501C3 GENERAL 5000 SALT LAKE SYMPHONY 676 NORTH EAST CAPITOL BLVD SALT LAKE CITY UT 84103 501C3 GENERAL 2500 SEAGER MEMORIAL CLINIC 2775 WALL AVENUE OGDEN UT 84401 501C3 GENERAL 5000 SEAGER MEMORIAL CLINIC 2775 WALL AVENUE OGDEN UT 84401 501C3 GENERAL 5000 SHARING PALCE 1695 3300 S SALT LAK CITY UT 84106 501C3 GENERAL 5000 SPECIAL PEOPLE LOVING OUTDOOR 774 EAST 3300 SOUTH SUITE 105 SALT LAKE CITY UT 84106 501C3 GENERAL 5000 SPY HOP PRODUCTIONS 511 WEST 200 SOUTH SUITE 100 SALT LAKE CITY UT 84101 CHARITY GENERAL 7500 ST ANNES CENTER 137 W BINFORD ST OGDEN UT 84401 501C3 GENERAL 5000 ST ANNES CENTER 137 W BINFORD ST OGDEN UT 84401 501C3 GENERAL 50000 STANFORD UNIVERSITY 355 GALVEZ STREET STANFORD CA 94305 501C3 GENERAL 100000 SUCCESS IN EDUCATION FOUNDATION 440 EAST 100 SOUTH SALT LAKE CITY UT 84121 501C3 GENERAL 2500 THE CHILDREN'S CENTER 350 SOUTH 400 EAST SALT LAKE CITY UT 84111 501C3 GENERAL 10000 THE INN BETWEEN 340 GOSHEN ST SALT LAKE CITY UT 84104 501C3 GENERAL 3000 THE NATURE CONSERVANCY 559 E SOUTH TEMPLE SALT LAKE CITY UT 84102 501C3 GENERAL 100000 THE ROAD HOME 210 SOUTH RIO GRANDE STREET SALT LAKE CITY UT 84101 501C3 GENERAL 5000 TRACY AVIARY 589 EAST 1300 SOUTH SALT LAKE CITY UT 84105 501C3 GENERAL 5000 TREEHOUSE CHILDREN'S MUSEUM 347 EAST 22ND ST OGDEN UT 84401 501C3 GENERAL 5500 TREEUTAH 824 400 WEST B121 SALT LAKE CITY UT 84101 501C3 GENERAL 2500 U CAN LEARN 1231 EAST 6600 SOUTH SALT LAKE CITY UT 84121 Educational Institut GENERAL 5000 UNION STATION FOUNDATION 2501 WALL AVENUE OGDEN UT 84401 501C3 GENERAL 2500 UNIVERSITY OF UTAH 1645 EAST CAMPUS CENTER DRIVE SALT LAKE CITY UT 84112 Educational Institut GENERAL 17750 UNIVERSITY OF UTAH 1645 EAST CAMPUS CENTER DRIVE SALT LAKE CITY UT 84112 Educational Institut GENERAL 50000 UNIVERSITY OF UTAH 201 EAST PRESIDENTS CIRCLE 201 SALT LAKE CITY UT 84112 Educational Institut GENERAL 137080 UNIVERSITY OF UTAH ALUMNI ASSOC 1645 EAST CAMPUS DRIVE SALT LAKE CITY UT 84112 Educational Institut GENERAL 25000 UNIVERSITY OF UTAH - SCHOOL OF MEDICINE 1645 EAST CAMPUS CENTER DRIVE SALT LAKE CITY UT 84112 Educational Institut GENERAL 50000 UNIVERSITY OF UTAH COLLEGE OF SCIENCE 201 EAST PRESIDENTS CIRCLE SALT LAKE CITY UT 84112 501C3 GENERAL 25000 UNIVERSITY OF UTAH MORAN EYE CENTER 65 MARIO CAPECCHI DRIVE SALT LAKE CITY UT 84132 501C3 GENERAL 83334 UTAH ANIMAL ADOPTION CENTER 1955 NORTH REDWOOD ROAD SALT LAKE CITY UT 84116 501C3 GENERAL 5000 UTAH ARTS FESTIVAL 230 SOUTH 500 WEST 120 SALT LAKE CITY UT 84101 501C3 GENERAL 5000 UTAH CHAMBER ARTISTS 11640 SOUTH LITTLER ROAD SANDY UT 84092 501C3 GENERAL 2000 UTAH CLEAN ENERGY ALLIANCE INC 1014 SECOND AVENUE SALT LAKE CITY UT 84103 501C3 GENERAL 7500 UTAH COUNCIL OF THE BLIND PO BOX 1415 BOUNTIFUL UT 84011 501C3 GENERAL 2500 UTAH CULTURAL ALLIANCE PO BOX 521185 SALT LAKE CITY UT 84152 501C3 GENERAL 2000 UTAH FOOD BANK SERVICES 3150 SOUTH 900 WEST SALT LAKE CITY UT 84119 501C3 GENERAL 5000 UTAH HEMOPHILIA FOUNDATION 772 EAST 3300 SOUTH 210 SALT LAKE CITY UT 84106 501C3 GENERAL 2500 UTAH HERITAGE FOUNDATION 485 NORTH CANYON ROAD SALT LAKE CITY UT 84103 501C3 GENERAL 5000 UTAH HUMANITIES COUNCIL 202 WEST 300 NORTH SALT LAKE CITY UT 84103 501C3 GENERAL 7900 UTAH NONPROFITS ASSOCIATION 231 EAST 400 SOUTH SALT LAKE CITY UT 84111 501C3 GENERAL 5000 UTAH SYMPHONY & OPERA 123 WEST SOUTH TEMPLE SALT LAKE CITY UT 84101 501C3 GENERAL 250000 UTAH YOUTH ORCHESTRAS & ENSEMBLES PO BOX 58168 SALT LAKE CITY UT 84158 501C3 GENERAL 5000 VSA ARTS OF UTAH 230 SOUTH 500 WEST 125 SALT LAKE CITY UT 84101 501C3 GENERAL 5000 WASATCH COMMUNITY GARDENS 824 400 W SALT LAKE CITY UT 84101 501C3 GENERAL 3500 WASATCH HOMELESS HEALTH CARE 404 SOUTH 400 WEST SALT LAKE CITY UT 84101 501C3 GENERAL 10000 WEBER PATHWAYS 298 24TH ST 325 OGDEN UT 84401 501C3 GENERAL 5000 WEBER STATE UNIVERSITY 4018 UNIVERSITY CIRCLE OGDEN UT 84408 Educational Institut GENERAL 400000 WEBER STATE UNIVERSITY 4018 UNIVERSITY CIRCLE OGDEN UT 84408 501C3 GENERAL 50000 WEST RIDGE ACADEMY 5500 BAGLEY PARK ROAD WEST JORDAN UT 84081 501C3 GENERAL 2500 WESTMINISTER COLLEGE 1840 SOUTH 1300 EAST SALT LAKE CITY UT 84105 501C3 GENERAL 25000 WILD UTAH PROJECTS 824 S 400 W SALT LAKE CITY UT 84101 501C3 GENERAL 3500 YMCA OF NORTHERN UTAH 3098 HIGHLAND DRIVE SALT LAKE CITY UT 84106 501C3 GENERAL 5000 YOUR COMMUNITY CONNECTION OF OGDEN 2261 ADAMS AVE OGDEN UT 84401 501C3 GENERAL 10000 YWCA OF SALT LAKE CITY 322 EAST 300 SOUTH SALT LAKE CITY UT 84111 501C3 GENERAL 10000 2682064 0 14 875203 14 985638 0 1860841 0 1860841 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 27025 27025 0 0 Utah does not require a copy of the 990PF to be filed with their office. Investment Assets 45328146 53243522 Suspense Items 769107 BROKER FEES 394790 394790 0 0 K-1 Other Investment Expenses (losses) 25109 25109 0 0 Miscellaneous EXPENSE 3800 0 0 3800 Postage 220 0 0 220 SUPPLIES 216 0 0 216 DUES AND SUBSCRIPTIONS 9856 9856 0 0 K-1 Investment Interest Expense 23 23 0 0 PROFESSIONAL FEES 2584 2584 0 0 Foreign Taxes Paid 60387 60387 0 0 Federal Income tax 20761 20761 0 0