2015-11-17T14:54:17-08:00 2014-12-31 RUESCH & COMPANY LLC 101 SOUTH 200 EAST SUITE 150 SALT LAKE CITY UT 841111417 990PF 2014-01-01 870481508 Janet Q Lawson Foundation JANE 8015321500 PO Box 45385 Salt Lake City UT 841450385 HERBERT C LIVSEY TRUSTEE TRUSTEE 8015321500 2015-10-27 CHORTNEY B RUESCH CPA 8018729798 2015-11-16 X 2014 2016-04-25 22:37:26Z X 61242833 X X 1702935 1702935 1246689 11727052 1246689 104401 104401 3054025 3054025 56500 11300 45200 81112 73001 8111 189852 37971 151881 126055 25212 100843 34118 17118 39491 7898 31593 527128 172500 337628 4008480 4008480 4535608 172500 4346108 -1481583 2881525 4652035 6611460 6611460 12734 74916 1592052 1622515 38787330 31009457 40124768 1977713 3957703 3973494 1824488 6493305 6927054 4424468 1949291 1970808 51740950 51613268 61242833 0 X 51740950 51613268 51740950 51613268 51740950 51613268 51740950 -1481583 1363004 51622371 9103 51613268 Short Term Gains & Losses P 2014-06-30 2014-12-31 6609947 0 6456038 153909 0 0 0 153909 Long Term Gains & Losses P 2013-12-30 2014-12-31 4810077 0 4024324 785753 0 0 0 785753 Capital Gain Distributions P 2013-12-30 2014-12-31 307027 0 0 307027 0 0 0 307027 1246689 153909 false 3909847 36472660 0.107199 1152310 18558090 0.062092 1098768 17940022 0.061247 1089386 16881133 0.064533 704692 13148328 0.053596 0.348667 0.069733 61580408 4294187 28815 4323002 4346108 X 28815 0 28815 28815 51743 10000 61743 -61743 32928 32928 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 5500 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 9500 0 0 DR ERIK C ERLINGSSON PO Box 45385 Salt Lake City UT 841450385 Trustee/Advisor 0.50 7500 0 0 HERBERT C LIVSEY PO Box 45385 Salt Lake City UT 841450385 Trustee/Advisor 2.50 9000 0 0 CHARLES H LIVSEY PO Box 45385 Salt Lake City UT 841450385 Trustee/Advisor 0.50 11500 0 0 CLARK P GILES PO Box 45385 Salt Lake City UT 841450385 Trustee/Advisor 0.50 8000 0 0 NONE 0 Morgan Stanley 60 E South Temple 20th Floor Salt Lake City UT 84111 Investment Management 115398 Maywood Trust Company LLC 702 S Arlington Ave Reno NV 89509 Administration and Accounting 178164 Ray Quinney & Nebeker PC 36 S State Street Suite 1500 Salt Lake City UT 84111 Legal Services 81112 3 56512603 6005578 0 62518181 62518181 937773 61580408 3079020 3079020 28815 28815 3050205 3050205 3050205 4346108 4346108 28815 4317293 3050205 166019 2289698 2455717 4346108 3050205 1295903 3751620 0 3751620 166019 2289698 1295903 NONE NONE X Alf Engen Ski Museum Foundation PO Box 980187 Park City UT 84098 Public Charity General financial support 17000 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 38000 The Nature Conservancy of Utah 559 E South Temple Salt Lake City UT 84102 Public Charity General financial support 30000 Tracy Aviary 589 E 1300 S Salt Lake City UT 84105 Public Charity General financial support 15000 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 10000 University of Utah Utah Museum of Natural History 1390 E Presidents Circle Salt Lake City UT 841120050 Public Charity General financial support 35000 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 40000 Utah State University College of Natural Resources 5200 Old Main Hill Logan UT 843225200 Public Charity General financial support 125000 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 65000 Guadalupe Schools 340 S Goshen Street Salt Lake City UT 84104 Public Charity General financial support 1606680 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 9500 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 Moab Regional Hospital 450 W Williams Way Moab UT 84532 Public charity General financial support 70000 Climate Reality Project 901 E Street NW 610 Washington DC 20004 Public charity General financial support 2000 Ballet West 50 W 200 S Salt Lake City UT 84101 Public Charity General financial support 1691800 The Children's Center 350 South 400 East Salt Lake City UT 84111 Public Charity General Financial Support 5000 Wasatch Canyons Foundation 36 S State Street Suite 1400 Salt Lake City UT 84111 Public Charity General Financial Support 7000 Glen Canyon Institute 429 E 100 S Salt Lake City UT 84111 Public Charity General Financial Support 10000 Planned Parenthood Association of Utah 654 S 900 E Salt Lake City UT 84102 Public Charity General Financial Support 4000 Wasatch Adaptive Sports 9385 S Snowbird Center Dr Snowbird UT 840929000 Public Charity General Financial Support 2000 Wasatch Community Gardens 824 S 400 W Suite 127 Salt Lake City UT 84101 Public Charity General Financial Support 5000 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 10000 Fourth Street Clinic 409 W 400 S Salt Lake City UT 84101 Public Charity General Financial Support 3000 Cathedral Church of Saint Mark 231 E 100 S Salt Lake City UT 84111 Public Charity General Financial Support 2000 4008480 Ballet West 50 W 200 S Salt Lake City UT 84101 Public Charity General Financial Support 1919291 1919291 1702935 104401 1246689 3054025 3054025 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. false false false false false false false false false false Maywood Trust Company Banking and Accounting 178164 35633 142531 Ruesch and Company LLC Accounting and Tax 11688 2338 9350 Capital Assets - Short and Long Term and Distributions 11727052 10480363 1246689 Ray Quinney & Nebeker PC Legal 81112 73001 8111 Ballet West Note 3524468 1949291 1970808 Quinney Foundation Note 900000 Ballet West Note 3524468 1949291 1970808 Quinney Foundation Note 900000 Ballet West Note 3524468 1949291 1970808 Quinney Foundation Note 900000 Prior Period Adjustments 3353 Non-Deductible Component of Grants 500 Tax Exempt Bond Amortization 5250 Partner's Share of Expenses From K-1 39491 7898 31593 From K-1 104401 104401 Tax Exempt Income 76198 Unrealized Gain of Grants Given in Stock 1286806 MS083 Investment Fees 76688 15338 61350 MS933 Investment Fees 4663 933 3730 MS247 Investment Fees 20070 4014 16056 MS249 Investment Fees 7732 1546 6186 MS250 Investment Fees 6232 1246 4986 MS863 Investment Fees 13 3 10 AB228 Investment Fees 1553 311 1242 AB798 Investment Fees 9104 1821 7283 Income Tax Paid 17000 Foreign Taxes Paid 17118 17118