2016-11-15T16:02:04-08:00 2015-12-31 RUESCH & COMPANY LLC 101 SOUTH 200 EAST SUITE 150 SALT LAKE CITY UT 841111417 990PF 2015-01-01 870481508 Janet Q Lawson Foundation JANE 8015321500 PO Box 45385 Salt Lake City UT 841450385 HERBERT C LIVSEY TRUSTEE TRUSTEE 8015321500 2016-05-04 true CHORTNEY B RUESCH CPA 8018729798 X 2015 2017-02-10 21:41:12Z X 60464785 X X 1175519 1175519 1149380 8576097 1149380 187226 187226 2512125 2512125 60500 12100 48400 150792 135713 15079 218092 43618 174474 194744 38949 155795 8 8 34997 19997 1453 1453 43757 16586 27171 704343 266971 422372 4499761 4499761 5204104 266971 4922133 -2691979 2245154 6611460 8156708 8156708 1592052 31009457 32095805 42712076 3957703 6493305 9343431 9596001 1949291 0 0 51613268 49595944 60464785 0 X 51613268 49595944 51613268 49595944 51613268 49595944 51613268 -2691979 700433 49621722 25778 49595944 Short Term Capital Gains/Losses P 2015-06-30 2015-12-15 2177755 0 2036196 141559 0 0 0 141559 Long Term Capital Gains/Losses P 2014-01-01 2015-12-31 6398342 0 5390521 1007821 0 0 0 1007821 1149380 141559 false 4317293 61580408 0.070108 3909847 36472660 0.107199 1152310 18558090 0.062092 1098768 17940022 0.061247 1089386 16881133 0.064533 0.365179 0.073036 60882822 4446638 22452 4469090 4922133 X 22452 0 22452 22452 37928 10000 47928 -47928 25476 25476 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 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 FREDERICK Q LAWSON PO Box 45385 Salt Lake City UT 841450385 Trustee/Advisor 0.50 6000 0 0 PETER Q LAWSON PO Box 45385 Salt Lake City UT 841450385 Trustee/Advisor 0.50 5500 0 0 ELLEN E ROSSI PO Box 45385 Salt Lake City UT 841450385 Trustee/Advisor 0.50 11000 0 0 DR ERIK C ERLINGSSON PO Box 45385 Salt Lake City UT 841450385 Trustee/Advisor 0.50 8000 0 0 HERBERT C LIVSEY PO Box 45385 Salt Lake City UT 841450385 Trustee/Advisor 2.50 8500 0 0 CHARLES H LIVSEY PO Box 45385 Salt Lake City UT 841450385 Trustee/Advisor 0.50 14500 0 0 CLARK P GILES PO Box 45385 Salt Lake City UT 841450385 Trustee/Advisor 0.50 7000 0 0 NONE 0 Morgan Stanley 60 E South Temple 20th Floor Salt Lake City UT 84111 Investment Management 116041 Maywood Trust Company LLC 702 S Arlington Ave Reno NV 89509 Administration and Accounting 202180 Ray Quinney & Nebeker PC 36 S State Street Suite 1500 Salt Lake City UT 84111 Legal Services 142377 Alliance Bernstein 1345 Avenue of the Americas New York NY 10105 Investment Management 78703 0 53933744 7876228 0 61809972 61809972 927150 60882822 3044141 3044141 22452 22452 3021689 3021689 3021689 4922133 4922133 22452 4899681 3021689 166019 2289698 1295903 3751620 4922133 3021689 1900444 5652064 0 5652064 166019 2289698 1295903 1900444 NONE NONE X Alf Engen Ski Museum Foundation PO Box 980187 Park City UT 84098 Public Charity General financial support 12000 Moab Charter School 358 E 300 S Moab UT 84532 Public Charity General financial support 10000 Neighborhood House 1050 W 500 S Salt Lake City UT 841041397 Public Charity General financial support 35000 Primary Children's Medical Center Foundation PO Box 58249 Salt Lake City UT 841580249 Public Charity General financial support 35000 The Nature Conservancy of Utah 559 E South Temple Salt Lake City UT 84102 Public Charity General financial support 35000 Tracy Aviary 589 E 1300 S Salt Lake City UT 84105 Public Charity General financial support 30000 United Way of Salt Lake 174 S West Temple Suite 30 Salt Lake City UT 84101 Public Charity General financial support 1000 University of Utah KUED Channel 7 Dolores Dore Eccles Broadcast Cente Salt Lake City UT 84112 Public Charity General financial support 2500 University of Utah Marriott Library Ski Archives 295 S 1500 E Salt Lake City UT 841120860 Public Charity General financial support 15000 University of Utah 1390 E Presidents Circle Salt Lake City UT 84112 Public charity General financial support 113000 University of Utah Utah Museum of Natural History 1390 E Presidents Circle Salt Lake City UT 841120050 Public Charity General financial support 42150 Utah Food Bank 1025 S 700 W Salt Lake City UT 84104 Public Charity General financial support 2000 Utah Girl Scout Council PO Box 57280 Salt Lake City UT 841570280 Public Charity General financial support 42500 Utah State University College of Natural Resources 5200 Old Main Hill Logan UT 843225200 Public Charity General financial support 1866800 Utah State University Nora Eccles Harrison Museum of Art 4020 Old Main Hill Logan UT 843224020 Public Charity General financial support 10000 Utah's Hogle Zoo 2600 Sunnyside Avenue Salt Lake City UT 84108 Public Charity General financial support 35000 Utah SymphonyUtah Opera 123 W South Temple Salt Lake City UT 841011496 Public Charity General financial support 40000 Guadalupe Schools 340 S Goshen Street Salt Lake City UT 84104 Public Charity General financial support 34520 Black Mesa Trust PO Box 30456 Flagstaff AZ 86003 Public Charity General financial support 4000 Four Corners School of Outdoor Education PO Box 1029 Monticello UT 84535 Public Charity General financial support 10000 YMCA of Greater Salt Lake 3098 S Highland Dr Suite 440 Salt Lake City UT 84106 Public Charity General financial support 10000 Canyon Country Discovery Center PO Box 450 Monticello UT 84535 Public Charity General financial support 75000 Earth Science Education 30 North U Street Salt Lake City UT 84103 Public charity General financial support 2000 Jordan Valley Conservation Gardens Foundation 8275 S 1300 W West Jordan UT 84088 Public charity General financial support 1000 Legal Aid Society of Salt Lake 205 N 400 W Salt Lake City UT 84103 Public charity General financial support 2000 Ballet West 50 W 200 S Salt Lake City UT 84101 Public Charity General financial support 1919291 Planned Parenthood Association of Utah 654 S 900 E Salt Lake City UT 84102 Public Charity General Financial Support 26000 Wasatch Community Gardens 824 S 400 W Suite 127 Salt Lake City UT 84101 Public Charity General Financial Support 10000 Utah Humanities Council 202 West 300 North Salt Lake City UT 84103 Public Charity General Financial Support 1000 Westminster College 1840 South 1300 East Salt Lake City UT 84105 Public Charity General Financial Support 3000 The Community Foundation of Utah 423 W 800 S Ste A101 Salt Lake City UT 84101 Public Charity General Financial Support 46000 Community Alliance of Tenants 2710 NE 14th Ave Portland OR 97212 Public Charity General Financial Support 4000 Family Promise - Salt Lake 841 W 800 S Salt Lake City UT 84104 Public Charity General Financial Support 10000 National Ability Center 1000 Ability Way Park City UT 84060 Public Charity General Financial Support 5000 Utah State University Foundation 1445 Old Main Hill Logan UT 843221445 Public Charity General Financial Support 10000 4499761 Utah State University College of Natural Resources 5200 Old Main Hill Logan UT 843225200 Public Charity General Financial Support 1783400 1783400 1175519 1149380 Other Income From K-1s 85107 Other Income 102049 2512055 2512055 4 Dividend income may be used to fund grants. 8 A portion of Capital Gains/Losses may be used to fund grants. 7 Misc. Income or Other Income 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 Maywood Trust Company Banking and Accounting 202180 Ruesch and Company LLC Accounting and Tax 15912 Publicly Traded Securities Purchased VARIOUS 8576097 7426717 1149380 AB Euro Opps 2017579 2102057 AB FSOF 1071706 1090841 AB Emerging Markets 511941 416962 AB Next 50 409050 409050 Keystone Priv Equity 402788 561263 AB SACF (PFIC) 1277047 1300576 AB RE II 63454 57511 AB MMHFP 2347933 2373154 AB Global RE II 1241933 1284587 Ray Quinney & Nebeker PC Legal 142377 Kirton and McConkie Legal 8415 Ballet West Note 1949291 Ballet West Note 1949291 Ballet West Note 1949291 Non-Deductible Component of Grants 1330 Unreconciled differences 24448 Partner's Share of Expenses From K-1s 32606 6521 26085 Insurance 10863 9777 1086 Domain Registration 288 288 From K-1 85177 85177 Other Income 102049 102049 Tax Exempt Income 68904 Unrealized Gain of Grants Given in Stock 631529 MS083 Investment Fees 74940 MS933 Investment Fees 4387 MS247 Investment Fees 21940 MS249 Investment Fees 8089 MS250 Investment Fees 6646 MS863 Investment Fees 39 AB228 Investment Fees 61229 AB332 Investment Fees 3755 AB798 EO Investment Fees 13719 Income Tax Paid 15000 Foreign Taxes Paid 19997 19997