2024-10-01T07:14:19-05:00 2023-12-31 381910111 UHY ADVISORS GREAT LAKES INC 27725 STANSBURY BLVD SUITE 210 FARMINGTON HILLS MI 48334 990PF 2023-01-01 873195153 ROSH FAMILY FOUNDATION ROSH 2483763719 1371 E 2ND AVE SALT LAKE CITY UT 84103 ADAM ROSH DIRECTOR 2483763719 2024-09-29 1 0 BENJAMIN RAYMOND P01374598 2483550280 2024-09-29 2023 2024-10-15 13:58:12Z X 933009 X 0 X 21026 21026 20882 395772 20882 41908 41908 0 0 0 6116 6116 0 1134 1134 0 10 10 0 7260 7260 0 31525 31525 38785 7260 31525 3123 34648 87745 5306 5306 670772 755725 927703 758517 761031 933009 0 0 X 0 0 0 0 758517 761031 758517 761031 758517 761031 758517 3123 0 761640 609 761031 SHORT-TERM COVERED P 2015-01-15 2023-02-13 119303 121797 -2494 -2494 LONG-TERM COVERED P 2015-01-15 2023-11-01 276469 253093 23376 23376 20882 482 0 482 0 482 850 0 0 0 850 0 368 368 0 0 0 0 0 0 0 0 0 0 0 1 1 UT 1 0 0 0 0 1 N/A ADAM ROSH 2483763719 1371 E 2ND AVE SALT LAKE CITY UT 84103 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ADAM ROSH 1371 E 2ND AVE SALT LAKE CITY UT 84103 DIRECTOR 1.00 0 0 0 DANIELLE MCGUIRE 1371 E 2ND AVE SALT LAKE CITY UT 84103 DIRECTOR 1.00 0 0 0 FELICIA ROSH 1371 E 2ND AVE SALT LAKE CITY UT 84103 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 848957 21919 0 870876 0 0 870876 13063 857813 42891 42891 482 482 42409 0 42409 0 42409 31525 0 31525 42409 0 0 8893 8893 31525 0 0 0 31525 0 8893 8893 0 0 0 0 0 1991 0 0 0 X CONGREGATION KOL AMI 2425 HERITAGE WAY SALT LAKE CITY UT 84109 PUBLIC CHARITY BENEFIT EDUCATIONAL ACTIVITIES 1000 ROWLAND HALL 720 GUARDSMAN WAY SALT LAKE CITY UT 84108 PRIVATE SCHOOL BENEFIT EDUCATIONAL ACTIVITIES 20300 HARK ALS PO BOX 6627 HILLSBOROUGH NJ 08844 PUBLIC CHARITY TO SUPPORT CHARITY 753 STATE OF MICHIGAN LANSING LANSING MI 48864 STATE HISTORICAL MARKER 5020 JUDGE MEMORIAL 650 S 1100 E SALT LAKE CITY UT 84102 PUBLIC CHARITY CHARITY 100 CAMBRIDGE REPRODUCTION 1770 MASSACHUSETTS AVENUE CAMBRIDGE MA 02140 PUBLIC CHARITY WOMENS RIGHTS 250 UNITED JEWISH FEDERATION 25 BROADWAY 17TH FLOOR NEW YORK NY 10004 PUBLIC CHARITY EDUCATION 298 MAGEN DAVID ADOM 20 W 36TH ST SUITE 1100 NEW YORK NY 10018 PUBLIC CHARITY TO SUPPORT CHARITY 54 PAYPAL GIVING 1250 1 STREET NW SUITE 1202 WASHINGTON DC VA 20005 PUBLIC CHARITY TO SUPPORT CHARITY 200 THE ROSA PARKS SCHOOL 1105 WEST SALT LAKE CITY UT 84116 STATE TO SUPPORT EDUCATION 2250 HUNTSMAN CANCER INSTITUTE 2000 CIR OF HOPE DR SALT LAKE CITY UT 84112 PUBLIC CHARITY CANCER RESEARCH 100 STAND WITH US PO BOX 341069 LOS ANGELES CA 90034 PUBLIC CHARITY CHARITABLE DONATION TO PROTECT CHILDREN 100 ST JUDE PO BOX 1999 MEMPHIS TN 38101 PUBLIC CHARITY CANCER RESEARCH AND CARE 500 IJ & JEANNE WAGNER FOUNDATION 775 N HILLTOP RD SALTLAKE CITY UT 84103 PUBLIC CHARITY FUNDING FOR SCHOOL SCHOLARSHIPS 500 ADL 605 THIRD AVENUE NEW YORK NY 10158 PUBLIC CHARITY FIGHTING ANTISEMITISM 100 31525 0 21026 20882 0 0 41908 41908 4 FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY AND EDUCATIONAL 4 PURPOSES. 8 PROCEEDS FROM THE SALE OF SECURITIES PROVIDES FUNDS TO USE FOR 8 ORGANIZATIONAL PURPOSE OF PROVIDING SUPPORT TO ORGANIZATIONS OPERATING 8 EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY AND 8 EDUCATIONAL PURPOSES. 7 OTHER INVESTMENT INCOME PROVIDES FUNDS TO USE FOR ORGANIZATIONAL 7 PURPOSE OF PROVIDING SUPPORT TO ORGANIZATIONS OPERATING EXCLUSIVELY 7 FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY AND EDUCATIONAL 7 PURPOSES. 0 0 0 0 0 0 0 0 0 0 STOCKS AT COST 288236 438998 EXCHANGE TRADED & CEF'S AT COST 153395 169725 CORPORATE FIXED INCOME AT COST 314094 318980 UNREALIZED GAIN (LOSS) ON INVESTMENTS 609 RENEWAL FEES 10 10 0 ADVISORY FEES 6116 6116 0 TAXES 1000 1000 0 FOREIGN TAXES 134 134 0