2016-11-14T16:08:35-08:00 2015-12-31 RUESCH & COMPANY LLC 101 SOUTH 200 EAST SUITE 150 SALT LAKE CITY UT 841111417 990PF 2015-01-01 870389312 SJ and Jessie E Quinney Foundation SJAN 8015321500 PO Box 45385 Salt Lake City UT 841450385 HERBERT C LIVSEY TRUSTEE 8015321500 2016-05-04 true CHORTNEY B RUESCH CPA 8018729798 X 2015 2017-02-10 21:41:12Z X 50351957 X X 1037188 1037188 1032183 9279410 1032183 3 3 2069374 2069374 40000 32000 8000 123449 12355 111104 167678 150910 16768 282089 253880 28209 213 30132 75908 66701 9208 719469 515846 173289 3058101 3058101 3777570 515846 3231390 -1708196 1553528 6521805 1699650 1699650 3809498 3510243 3510243 161590 22240547 28793153 37547377 345805 1004899 456978 7594687 34084144 34460024 50351957 0 X 34084144 34460024 34084144 34460024 34084144 34460024 34084144 -1708196 2084076 34460024 34460024 Short Term Capital Gain/Loss P 2015-06-30 2015-12-31 3893944 0 3808128 85816 0 0 0 85816 Long Term Capital Gain/Loss P 2014-06-30 2015-12-31 5385466 0 4439099 946367 0 0 0 946367 1032183 85816 3049665 50220734 0.060725 2730912 49686620 0.054963 1191921 41250472 0.028895 2387700 40808975 0.058509 1886182 37471574 0.050336 0.253428 0.050686 51199385 2595092 15535 2610627 3231390 X 15535 0 15535 15535 46394 10000 56394 -56394 40859 40859 false false false false false false false true true UT true false false false false true N/A Herbert C 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 FREDERICK Q LAWSON PO Box 45385 Salt Lake City UT 841450385 Director 1.50 4000 0 0 DAVID E QUINNEY PO Box 45385 Salt Lake City UT 841450385 Trustee/Director 1.50 4250 0 0 PETER Q LAWSON PO Box 45385 Salt Lake City UT 841450385 Director 1.50 3250 0 0 ELLEN E ROSSI PO Box 45385 Salt Lake City UT 841450385 Director 1.50 4500 0 0 DAVID E QUINNEY III PO Box 45385 Salt Lake City UT 841450385 Trustee/Director 2.50 4500 0 0 CLARK P GILES PO Box 45385 Salt Lake City UT 841450385 Trustee/Director 1.50 4000 0 0 HERBERT C LIVSEY PO Box 45385 Salt Lake City UT 841450385 Trustee/Director 2.50 5000 0 0 CHARLES H LIVSEY PO Box 45385 Salt Lake City UT 841450385 Trustee/Director 2.50 5750 0 0 IRA B RUBINFELD PO Box 45385 Salt Lake City UT 841450385 Director 1.00 4750 0 0 NONE 0 Ray Quinney & Nebeker PC PO Box 45385 Salt Lake City UT 84145 Legal, Tax and Accounting 123449 Maywood Trust Company LLC 3753 Howard Hughes Pkwy Suite 200 Las Vegas NV 89169 Accounting and Investment Services 156230 Morgan Stanley 90 S 400 W Suite 300 Salt Lake City UT 84101 Investment Management Services 282089 0 48816342 3162729 0 51979071 51979071 779686 51199385 2559969 2559969 15535 15535 2544434 2544434 2544434 3231390 3231390 15535 3215855 2544434 387723 595840 983563 3231390 2544434 686956 1670519 0 1670519 387723 595840 686956 NONE NONE X Alf Engen Ski Museum Foundation PO Box 980187 Park City UT 84098 Public Charity General Financial Support 3500 Ballet West 50 W 200 S Salt Lake City UT 84101 Public Charity General Financial Support 301415 Guadalupe Schools 340 S Goshen St Salt Lake City UT 84104 Public Charity General Financial Support 16000 Junior Achievement of Utah Inc 641 E South Temple Salt Lake City UT 841021153 Public Charity General Financial Support 10000 Moab Music Festival 58 E 300 S Moab UT 84532 Public Charity General Financial Support 6000 Neighborhood House 1050 W 500 S Salt Lake City UT 84104 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 3000 Sundance Institute PO Box 684429 Park City UT 84060 Public Charity General Financial Support 27000 The Henry's Fork Foundation Inc PO Box 550 Ashton ID 83420 Public Charity General Financial Support 3500 The Nature Conservancy of Idaho 116 First Avenue North Haley ID 83333 Public Charity General Financial Support 3500 The Nature Conservancy of Utah 559 E South Temple Salt Lake City UT 84102 Public Charity General Financial Support 3500 University of Utah - University Development Office 304 Park Building Salt Lake City UT 84112 Public Charity General Financial Support 2060686 Utah Shakespearean Festival 351 W Center Street Cedar City UT 84720 Public Charity General Financial Support 9000 Utah State University - SJ and Jessie E Quinney College of Natural Resource 1400 Old Main Hill Logan UT 843221400 Public Charity General Financial Support 500000 Utah State University - Caine College of the Arts 1400 Old Main Hill Logan UT 843221400 Public Charity General Financial Support 10000 Utah State University Nora Eccles Harrison Museum of Art 1400 Old Main Hill Logan UT 843221400 Public Charity General Financial Support 4000 Utah Symphony and Opera 123 W South Temple Salt Lake City UT 84101 Public Charity General Financial Support 42000 Utah Food Bank 3150 S 900 W Salt Lake City UT 84119 Public Charity General Financial Support 6000 Utah Film Center 210 E 400 S Salt Lake City UT 84101 Public Charity General Financial Support 7000 Brigham Young University KBYU Broadcasting Provo UT 84602 Public Charity General Financial Support 4000 Utah Land Use Institute 136 E South Temple Suite 2400 Salt Lake City UT 84111 Public Charity General Financial Support 10000 Visual Art Institute 2901 S Highland Dr Salt Lake City UT 84106 Public Charity General Financial Support 20000 Harvard University 45 Francis Avenue Cambridge MA 02138 Public Charity General Financial Support 2000 3058101 Ballet West 50 W 200 S Salt Lake City UT 84101 Public Charity General Financial Support 3510243 University of Utah - SJ Quinney College of Law 304 Park Bldg Salt Lake City UT 84112 Public Charity General Financial Support 10057339 Utah State University College of Natural Resources 1400 Old Main Hill Logan UT 84322 Public Charity General Financial Support 861600 14429182 1037188 1032183 Other Income 3 2069374 2069374 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. 11 Other Income is used to fund grants. false false false false false false false false false false Maywood Trust Company LLC Banking and Accounting 156230 140607 15623 Ruesch and Company LLC Accounting and Tax 11448 10303 1145 Publicly traded securities Purchased VARIOUS 9279410 8247227 1032183 Ray Quinney & Nebeker PC Legal and Trust Administration 123449 12355 111104 D&O Insurance 9120 8208 912 Liability & Umbrella Insurance 1702 1532 170 Expenses from K-1s 64702 56614 8088 Domain Registration 384 347 38 Other Income 3 3 Unrealized Gain of Grants Given in Stock 2075146 Items Taxable in a Prior Year 837 Prior Period Adjustments 8093 Morgan Stanley Investment Management Fees 282089 253880 28209 Foreign Tax Paid 11934 Income Tax 18198