2024-11-15T16:08:27-06:00 2023-12-31 800942926 WELZIEN BOWERS CPAS 1750 SUN PEAK DR PARK CITY UT 84098 990PF 2023-01-01 870532783 THOMAS H AND CAROLYN L FEY FAMILY FOUNDATION THOM 4356470978 PO BOX 684020 PARK CITY UT 840684020 THOMAS H FEY TREASURER 4356470978 2024-11-15 1 0 STEVEN G BOWERS CPA P00748842 4352147989 2023 2024-10-15 13:58:12Z X 2462015 X X 30745 30745 30745 94160 293003 94160 124905 124905 30745 0 0 0 0 9052 0 0 0 521 0 0 0 9573 0 0 0 158254 158254 167827 0 0 158254 -42922 124905 30745 104396 103292 103292 1320658 1278840 2358723 1425054 1382132 2462015 0 0 X 0 0 0 0 1425054 1382132 1425054 1382132 1425054 1382132 1425054 -42922 0 1382132 0 1382132 ASSOCIATED TRUST - SHORT TERM P 2023-06-12 2023-11-06 10625 11208 -583 -583 ASSOCIATED TRUST - LONG TERM P 2015-01-01 2023-01-15 233706 176502 57204 57204 ASSOCIATED TRUST - LONG TERM P 2015-01-01 2023-01-15 43684 11133 32551 32551 CAPITAL GAINS DIVIDENDS P 4988 4988 4988 94160 -583 1736 0 1736 0 1736 0 0 0 0 0 28 1764 0 0 0 0 0 0 0 0 0 0 0 1 UT 1 0 0 0 0 0 N/A THOMAS FEY 4356470978 PO BOX 684020 PARK CITY UT 840684020 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THOMAS H FEY PO BOX 684020 PARK CITY UT 840684020 TREASURER 1.00 0 0 0 CAROLYN L FEY PO BOX 684020 PARK CITY UT 840684020 PRESIDENT 1.00 0 0 0 JOSEPHINE B FEY PO BOX 684020 PARK CITY UT 840684020 SECRETARY 0.00 0 0 0 CAROLINE H FEY PO BOX 684020 PARK CITY UT 840684020 VICE PRESIDENT 0.00 0 0 0 THOMAS H FEY JR PO BOX 684020 PARK CITY UT 840684020 VICE PRESIDENT 0.00 0 0 0 NONE 0 NONE 0 0 2218665 103844 0 2322509 0 0 2322509 34838 2287671 114384 114384 1736 1736 112648 0 112648 0 112648 158254 0 158254 112648 0 0 110783 125897 88775 124673 58029 508157 158254 0 0 0 112648 45606 0 0 553763 0 0 0 0 0 0 110783 442980 125897 88775 124673 58029 45606 THOMAS FEY PO BOX 684020 PARK CITY UT 840684020 4356470978 NO SET FORMAT NONE THE FOUNDATION DOES NOT ACCEPT UNSOLICITED GRANT REQUESTS FROM OUTSIDE ORGANIZATIONS EGYPTIAN THEATER 328 MAIN ST PO BOX 3119 PARK CITY UT 84060 MEMBER PC GEN OPS 15000 FOSMMTT 1750 SNOW PEAK PARK CITY UT 84098 NONE PC GEN OPS 50000 HAITIAN ORCHESTRA INSTITUTE 123 WEST SOUTH TEMPLE SALT LAKE CITY UT 84101 NONE PC GEN OPS 500 NEVADA MUSEUM OF ART 160 WEST LIBERTY STREET RENO NV 89501 MEMBER PC GEN OPS 10000 NOVA CHAMBER MUSIC SERIES PO BOX 520962 SALT LAKE CITY UT 84152 MEMBER PC GEN OPS 5000 PARK CITY MUSEUM 528 MAIN STREET PARK CITY UT 84060 MEMBER PC GEN OPS 3700 PEACE HOUSE 700 ROUND VALLEY DR 115 PARK CITY UT 84060 NONE PC GEN OPS 5000 UNIVERSITY OF UTAH - EDUCATIONAL RESOURCE DEVELOPMENT COUNCIL - HEALTH SCIE 332 SOUTH 1400 EAST SUITE 160 SALT LAKE CITY UT 84112 NONE PC FUND SCHOLARSHIPS 5000 UNIVERSITY OF UTAH - MORAN EYE CENTER 332 SOUTHY 1400 EAST SALT LAKE CITY UT 84112 MEMBER PC RESEARCH 5000 UNIVERSITY OF UTAH - MUSEUM OF FINE ARTS 332 SOUTH UNIVERSITY ST SALT LAKE CITY UT 84112 MEMBER PC ART EDUCATION 25000 UTAH SYMPHONY 123 WEST SOUTH TEMPLE SALT LAKE CITY UT 84101 NONE PC GEN OPS 5000 VITAL GROUND FOUNDATION 20 FORT MISSOULA RD MISSOULA MT 59809 MEMBER PC CONSERVE WILDLIFE HABITAT 10000 WESTMINSTER COLLEGE 1840 SOUTH 1300 EAST SALT LAKE CITY UT 84105 MEMBER PC EDUCATION 19054 158254 0 14 30745 14 94160 18 0 124905 0 124905 N/A NOT APPLICABLE 0 0 0 0 0 0 0 0 0 0 ALPHABET INC CI A COM 12884 139690 VANGUARD MIDCAP VALUE INDEX ADM 88168 106786 WASATCH SMALL CAP GROWTH FUN - INST 53331 60262 XCEL ENERGY INC COM 31808 41418 ABBOTT LABS COM 13320 15850 ALLSTATE CORP COM 11560 17218 BRISTOL-MYERS SQUIBB CO COM 9141 7748 DISCOVER FINANCIAL SERVICES COM 6298 16972 AM FUNDS EUROPACIFIC GROWTH FUND F-3 23000 32885 IQVIA HOLDINGS INC COM 18916 34476 MERCK & CO INC NEW COM 13963 20060 NORTHROP GRUMMAN CORP COM 16918 24811 WALMART INC COM 11257 15134 MEDTRONIC PLC COM 21933 14169 CVS HEALTH CORP COM 14000 14529 EXXON MOBILE CORP COM 35353 51490 SYSCO CORP COM 19621 17771 TJX COMPANIES COM NEW 17810 23922 NVIDIA CORP COM 39208 76759 SPDR S&P BIOTECH ETF 21027 19644 UNION PAC CORP COM 6927 21123 VANGUARD FTSE EMERGING MARKETS ETF 15855 16728 THERMO FISHER SCIENTIFIC INC 13104 26540 SERVICENOW INC COM 14976 84072 AMAZON.COM INC COM 7706 82048 AMERICAN BEACON SMALL CAP VALUE INSTI 46286 54405 APPLE INC COM 4230 114363 BAIRD MIDCAP FUND INST 84215 110755 BANK OF AMERICA 17701 21886 BERKSHIRE HATHAWAY INC CI B COM 4734 24253 BOSTON SCIENTIFIC CORP COM 18575 33645 CIGNA CORP COM 17545 28448 COMCAST CORP CI A COM 7204 21706 EATON CORP PLC ORD 5314 35160 FISERV INC COM 31098 39453 HONEYWELL INTL INC COM 15145 23907 JPMORGAN CHASE & CO COM 11998 38273 LAM RESEARCH CORP COM 9454 97124 LOWES COS INC COM 9558 31602 MASTERCARED INC CI A COM 4643 34974 MCDONALDS CORP COM 25108 36767 MICROSOFT CORP COM 16549 143647 MONDELEZ INTERNATIONAL INC COM 17614 35418 NIKE INC CI B 23862 26925 PHILLIPS 66 COM 17282 34483 PROCTOR & GAMBLE CO COM 14478 23300 T ROWE PRICE GROUP INC COM 6994 14969 VANGUARD SHORT TERM INVESTMENT GRADE ADMIRAL SHARES 235000 245562 CUMMINS INC COM 23698 22759 ELI LILLY & CO COM 19805 20402 OLD DOMINION FREIGHT LINE COM 16386 20267 PEPSICO INC COM 16236 16984 SCHWAB CHARLES CORP COM 20044 25181 BANK FEES 48 0 0 0 TAXES 473 0 0 0 ANNUAL REPORT FEE 0 0 0 0 TRUSTEE/EXECUTOR FEES 9052 0 0 0