2025-11-04T11:05:12-08:00 2024-12-31 371658522 RUESCH AND COMPANY LLC 101 S 200 E SUITE 150 SALT LAKE CITY UT 84111 990PF 2024-01-01 870481510 Frederick Q Lawson Foundation FRED 8015321500 PO Box 45385 Salt Lake City UT 841450385 Frederick Q Lawson Trustee 8015321500 2025-04-14 true true Chortney B Ruesch CPA P01070225 8018729798 2025-11-04 2024 2025-03-06 01:10:19Z X 22618505 X X 401044 401044 776472 4686355 776472 0 226007 226007 1403523 1403523 36688 34854 1834 25000 23750 1250 58764 55826 2938 12242 2242 0 0 65574 62295 3279 198268 178967 9301 1050000 1050000 1248268 178967 1059301 155255 1224556 565206 417604 418049 0 0 6527430 6433272 7715976 1391505 1117291 1127642 0 9115697 9886158 13356838 0 0 0 0 17599838 17854325 22618505 23050 0 0 0 0 0 23050 0 X 17576788 17854325 17576788 17854325 17599838 17854325 17576788 155255 122282 17854325 0 17854325 Short Term Sales of Publicly Traded Securities P 2024-06-30 2024-12-31 1304801 0 1225022 79779 0 0 0 79779 Long Term Sales of Publicly Traded Securities P 2023-12-30 2024-12-31 3381554 0 2684861 696693 0 0 0 696693 776472 79779 17021 0 17021 0 17021 27000 4200 31200 -31200 14179 14179 false false false false false true true false true true UT true false false false false true N/A Charles H Livsey 8015321500 36 S State Street 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 false Frederick Q Lawson PO Box 45385 Salt Lake City UT 841450385 Trustee/Advisor 0.50 0 0 0 Charles H Livsey PO Box 45385 Salt Lake City UT 841450385 Trustee/Advisor 1.50 0 0 0 NONE 0 UBS 205 Detroit St 5th Floor Denver CO 80206 Investment Management 55830 0 22339075 0 0 22339075 0 22339075 335086 22003989 1100199 1100199 17021 17021 1083178 1083178 1083178 1059301 1059301 1083178 0 0 0 61957 0 61957 1059301 0 1059301 0 23877 23877 38080 0 0 0 0 0 38080 0 0 38080 0 0 Frederick Q Lawson None X Ballet West 52 W 200 S Salt Lake City UT 84101 Public Charity General Financial Support 200000 Madeline Choir School 205 E First Ave Salt Lake City UT 84103 Public Charity General Financial Support 350000 Utah SymphonyUtah Opera 123 W South Temple Salt Lake City UT 84101 Public Charity General Financial Support 100000 Americans for Oxford 500 Fifth Ave 32nd Fl New York NY 10110 Public Charity General Financial Support 100000 University of Utah College of Nursing 332 S 1400 E Ste 160 Salt Lake City UT 84112 Public Charity General Financial Support 100000 Bridgerland Technical College Foundation 1301 N 600 W Logan UT 84321 Public Charity General Financial Support 100000 Utah State University - Emma Eccles Jones College of Education 2800 Old Main Hill Logan UT 84322 Public Charity General Financial Support 100000 1050000 401044 776472 Other Income/From K-1s 213479 1099-Misc 12528 1403523 1403523 3 Interest Income. Income is used to help fund grants. 4 Dividend Income. Income is used to help fund grants. 8 Net Capital Gains/Losses. Income is used to help fund grants. 11 Other Income. Income is used to help fund grants. false false false false false false false false false false Ruesch and Company LLC Tax and Accounting Fees 25000 23750 1250 Short Term Sales of Publicly Traded Securities 2024-06 Purchased 2024-12 1304801 1225022 79779 Long Term Sales of Publicly Traded Securities 2023-12 Purchased 2024-12 3381554 2684861 696693 UBS 1117291 1127642 UBS 4496858 5446995 Fidelity 1936414 2268981 Cynosure Investment Partners 1532409 2262853 Cynosure Fernweh 506511 933647 Cynosure Wealth Partners LLC, 4 C GPS I, II and III 159636 2211973 Cynosure Avalon BuildGroup LLC 45009 97845 AB Private Credit Inv Mid Mrkt 91616 50342 AB US Real Estate HNW II 264133 154176 AB Energy Opp (Cayman) AIV Fund II 142527 49246 UBS - Portfolio Advisors Private Equity Fund 2019 512387 505601 Signal Peak Ventures III 115995 319638 UBS - NightDragon Growth I 164773 193821 UBS - Alkeon Innovation Offshore Fund II 110271 167021 UBS - AlphaKeys Millenium Fund LP 812500 584597 UBS - Blackstone Private Credit Fund 897242 890008 UBS - Clover PCO II LP 476637 474709 UBS - Starwood Real Estate Income Trust 884690 876191 UBS - KKR North America Fund XIII Private 434367 517592 Signal Peak Ventures IV 108440 130805 UBS - Portfolio Advisors Private Eq Fund 2022 437638 433770 UBS - G Squared Opportunities Fund VI 895603 1148166 UBS - KKR Private Equity Congolomerate 648881 704836 Reflexion 250000 250000 RREF V Debt Domestic Investors LP 34092 33750 Stepstone Secondaries Fd VI-B LP 107653 108500 Valor M33 VI LP 253148 257751 Ray Quinney & Nebeker PC Legal and Trust Administration 36688 34854 1834 Prior Period Adjustments/Temporary Differences 0 Expenses from K-1s 63393 60223 3170 D&O/Liability Insurance 1976 1877 99 Domain/Website 205 195 10 Other Income/From K-1s 213479 213479 Other Income/From 1099-Misc 12528 12528 Prior Period Adjustments/Temporary Differences 122212 Tax Exempt Income 70 Fidelity Investment Management 2934 2787 147 UBS Investment Management 55830 53039 2791 Foreign Tax Paid 2242 2242 0 Income Tax Paid 10000 0 0