2015-11-16T10:25:25-08:00 2014-12-31 RUESCH & COMPANY LLC 101 SOUTH 200 EAST SUITE 150 SALT LAKE CITY UT 841111417 990PF 2014-01-01 870389312 SJ and Jessie E Quinney Foundation SJAN 8015321500 PO Box 45385 Salt Lake City UT 841450385 HERBERT C LIVSEY TRUSTEE 8015321500 2015-11-13 true CHORTNEY B RUESCH CPA 8018729798 2015-11-13 X 2014 2016-04-25 22:37:26Z X 52327030 X X 1674946 1674946 1696321 19542882 1696321 3371267 3371267 44500 35600 8900 97557 9756 87801 170604 153544 17060 260177 234159 26018 39750 39750 32477 17477 68687 60145 8542 713752 510681 188071 2890200 2890200 3603952 510681 3078271 -232685 2860586 3046467 6521805 6521805 4859616 3809498 3811741 167297 161590 164177 19242592 22240547 33929903 4406809 345805 354670 1361527 1004899 7544734 33084308 34084144 52327030 900000 900000 0 X 32184308 34084144 32184308 34084144 33084308 34084144 32184308 -232685 2134404 34086027 1883 34084144 Short Term Capital Gains P 2014-06-30 2014-12-31 8053047 0 8009414 43633 0 0 0 43633 Long Term Capital Gains P 2013-12-30 2014-12-31 11440254 0 9837148 1603106 0 0 0 1603106 Long Term Capital Gains Distributions P 2013-12-30 2014-12-31 49582 0 0 49582 0 0 0 49582 1696321 43633 2730912 49686620 0.054963 1191921 41250472 0.028895 2387700 40808975 0.058509 1886182 37471574 0.050336 2247208 36939493 0.060835 0.253538 0.050708 50220734 2546593 28606 2575199 3078271 X 28606 0 28606 28606 40000 20000 60000 -60000 31394 31394 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 3500 0 0 DAVID E QUINNEY PO Box 45385 Salt Lake City UT 841450385 Trustee/Director 1.50 5250 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 5500 0 0 DAVID E QUINNEY III PO Box 45385 Salt Lake City UT 841450385 Trustee/Director 2.50 4500 0 0 STEPHEN B NEBEKER PO Box 45385 Salt Lake City UT 841450385 Director 1.50 3250 0 0 CLARK P GILES PO Box 45385 Salt Lake City UT 841450385 Trustee/Director 1.50 4500 0 0 HERBERT C LIVSEY PO Box 45385 Salt Lake City UT 841450385 Trustee/Director 2.50 5500 0 0 CHARLES H LIVSEY PO Box 45385 Salt Lake City UT 841450385 Trustee/Director 2.50 7250 0 0 IRA B RUBINFELD PO Box 45385 Salt Lake City UT 841450385 Director 1.00 2000 0 0 NONE 0 Ray Quinney & Nebeker PC PO Box 45385 Salt Lake City UT 84145 Legal, Tax and Accounting 97557 Maywood Trust Company LLC 3753 Howard Hughes Pkwy Suite 200 Las Vegas NV 89169 Accounting and Investment Services 155988 Morgan Stanley 90 S 400 W Suite 300 Salt Lake City UT 84101 Investment Management Services 260177 0 45691943 5293574 0 50985517 50985517 764783 50220734 2511037 2511037 28606 28606 2482431 2482431 2482431 3078271 3078271 28606 3049665 2482431 387723 387723 3078271 2482431 595840 983563 0 983563 387723 595840 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 1069200 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 22000 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 1572000 Utah Shakespearean Festival 351 W Center Street Cedar City UT 84720 Public Charity General Financial Support 9000 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 47000 Utah Food Bank 3150 S 900 W Salt Lake City UT 84119 Public Charity General Financial Support 4000 Friends of Moab Canyonlands Health Care 4535 Pueblo Verde Dr Moab UT 845323328 Public Charity General Financial Support 40000 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 Jordan Valley Conservation Gardens Foundation 8275 S 1300 W West Jordan UT 84088 Public Charity General Financial Support 2000 Learning Disabilties Association of Utah PO Box 900726 Sandy UT 840900726 Public Charity General Financial Support 8000 Utah Land Use Institute 136 E South Temple Suite 2400 Salt Lake City UT 84111 Public Charity General Financial Support 10000 Utah Open Lands 2188 S Highland Drive Salt Lake City UT 84106 Public Charity General Financial Support 5000 Visual Art Institute 2901 S Highland Dr Salt Lake City UT 84106 Public Charity General Financial Support 20000 Wasatch Canyons Foundation 36 S State Street Suite 1400 Salt Lake City UT 84111 Public Charity General Financial Support 7000 We Are Limitless 10153 1/2 Riverside Drive 752 Toluca Lake CA 91602 Public Charity General Financial Support 3000 Harvard University 45 Francis Avenue Cambridge MA 02138 Public Charity General Financial Support 2000 2890200 Ballet West 50 W 200 S Salt Lake City UT 84101 Public Charity General Financial Support 3809498 University of Utah - SJ Quinney College of Law 304 Park Bldg Salt Lake City UT 84112 Public Charity General Financial Support 12065025 Utah State University College of Natural Resources 1400 Old Main Hill Logan UT 84322 Public Charity General Financial Support 11361600 27236123 1674946 1696321 3371267 3371267 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. false false false false false false false false false false Maywood Trust Company LLC Banking and Accounting 155988 140389 15599 Ruesch and Company LLC Accounting and Tax 14616 13155 1461 Capital Assets - Stocks, Bonds, and Funds 19542882 17846561 1696321 Ray Quinney & Nebeker PC Legal and Trust Administration 97557 9756 87801 Prior Period Adjustments 1883 D&O Insurance 1753 1578 175 Expenses from K-1s 66934 58567 8367 Unrealized Gain of Grants Given in Stock 2130700 Items Taxable in a Prior Year 3704 Morgan Stanley Investment Management Fees 260177 234159 26018 Foreign Tax Paid 17477 17477 Income Tax 15000