2024-11-15T02:13:34-05:00 2023-12-31 870375296 Kirton McConkie 2600 West Executive Parkway Lehi UT 84043 990PF 2023-01-01 841378232 B W BASTIAN FOUNDATION % Bruce W Bastain BWBA 8013235938 51 W CENTER ST STE 755 OREM UT 840574605 Clinton Ford Trustee 2024-11-15 true Craig McCullough P01466579 8013235938 2024-11-15 2023 2024-10-15 13:58:12Z X 11632884 X X 44610 44145 44145 110681 110681 110621 482640 4564282 482640 0 0 0 0 0 0 0 0 637931 637466 154766 95096 95096 95096 95096 0 0 0 0 18783 18783 18783 18783 29056 29056 29056 29056 0 0 0 0 124091 124091 124091 124091 0 0 0 0 7365 2147 2147 2147 0 0 0 0 0 0 0 3826 3826 3826 3826 0 0 0 0 75 75 75 75 278292 273074 273074 273074 874216 874216 1152508 273074 273074 1147290 -514577 364392 0 125661 74832 74832 0 0 0 0 14005 14005 93947 100520 100371 6226457 5504866 8811924 673981 308063 311301 0 1604254 2331131 2317043 0 3794 0 3408 8728094 8333417 11632884 485537 605237 0 0 0 0 0 0 0 0 0 485537 605237 X 6409000 6409000 1833557 1319180 8242557 7728180 8728094 8333417 8242557 -514577 200 7728180 7728180 Public Traded Securities 4564282 0 4081642 482640 482640 482640 5065 5065 5065 14005 0 0 14005 8940 8940 0 false false false 0 0 0 false false false false true true true false false false false true McKay S Matthews 8012252455 51 W CENTER ST STE 755 OREM UT 840574605 false false true false true false false false false false false false false false false false false false false false false false Bruce W Bastian 51 West Center Suite 755 Orem UT 84057 Trustee 1.00 0 0 0 Michael S Marriott 51 West Center Suite 755 Orem UT 84057 Trustee 30.00 95096 18783 0 McKay S Matthews 51 West Center Suite 755 Orem UT 84057 Trustee 1.00 0 0 0 Clinton Ford 51 West Center Suite 755 Orem UT 84057 Trustee 1.00 0 0 0 10897771 327720 0 11225491 0 0 11225491 168382 11057109 552855 552855 5065 2147 7212 545643 200 545843 0 545843 1147290 0 0 0 0 1147290 545843 0 492066 419070 397003 466628 420539 2195306 1147290 0 545843 601447 2796753 0 0 0 0 0 0 492066 2304687 419070 397003 466628 420539 601447 Bruce W Bastian X Utah Film Center 50 W Broadway 1125 Salt Lake City UT 84101 No Relationship PC Charitable 7500 Volunteers of America 432 W Bearcat Dr South Salt Lake UT 84115 No Relationship PC Charitable 15000 Westminister College 1840 S 1300 E Salt Lake City UT 84105 No Relationship PC Education 30000 Utah Food Bank 3150 S 900 W South Salt Lake UT 84119 No Relationship PC Charitable 5500 Utah Animal Adoption Center 8465 S 700 E Sandy UT 84070 No Relationship PC Charitable 10000 Utah Pride Center 1380 S Main St Salt Lake City UT 84115 No Relationship PC Charitable 200120 Victory Fund Institute 1225 I Street NW Suite 525 Washington DC DC 20005 No Relationship PC Charitable 20000 ACLU of Utah 355 N 300 W Salt Lake City UT 84103 No Relationship PC Charitable 18000 Ballet West 2455 Executive Pkwy 002 Lehi UT 84043 No Relationship PC Charitable 50000 Bishop John T Walker School for Boy 1801 Mississippi Ave SE Washington DC 20020 No Relationship PC Education 2500 Uf of U College of Health 383 Colorow Drive N1 200 Salt Lake City UT 84108 No Relationship PC Education 12500 Bridgercare 1288 N 14th Ave 201 Bozeman MT 59715 No Relationship PC Charitable 5000 Community Nursing Services 2830 South Redwood Road Suite A West Valley City UT 84119 No Relationship PC Charitable 5000 Crossroads Urban Center 347 S 400 E Salt lake City UT 84111 No Relationship PC Charitable 3000 EmpowerMT 2300 Regent St Suite 101 Missoula MT 59801 No Relationship PC Charitable 5000 Encircle 331 S 600 E Salt Lake City UT 84102 No Relationship PC Charitable 25500 Equality Utah Foundation 350 E 400 S 305 Suite 1900 Salt Lake City UT 84111 No Relationship PC Charitable 25000 KUER 101 S Wasatch Dr N1 200 Salt Lake City UT 84112 No Relationship PC Charitable 7500 Operation Warm PO Box 822431 Philadelphia PA 19182 No Relationship PC Charitable 2000 PBS Utah 101 S Wasatch Dr Salt Lake City UT 84112 No Relationship PC Charitable 7500 Plan B theatre 138 W 300 S Salt Lake City UT 84101 No Relationship PC Charitable 10000 Planned Parenthood 654 S 900 E Salt Lake City UT 84102 No Relationship PC Charitable 10000 RDT PO BOX 510427 Salt Lake City UT 84151 No Relationship PC Charitable 5000 Ririe Woodbury 138 W Broadway N1 200 Salt Lake City UT 84101 No Relationship PC Charitable 5000 Road Home 1415 S Main St Salt Lake City UT 84115 No Relationship PC Charitable 1000 Lambda Legal Western Regional Offic 4221 Wilshire Blvd Suite 280 Los Angeles CA 900105123 No Relationship PC Charitable 10000 Media Matters for America PO Box 44811 Washinton DC 20026 No Relationship PC Charitable 25000 Ronald McDonald House 935 E South Temple Suite 1900 Salt Lake City UT 84102 No Relationship PC Charitable 1000 Salt Lake Acting Company 168 W 500 N N1 200 Salt Lake City UT 84103 No Relationship PC Charitable 7500 Salt Lake Tribune 90 S 400 W Suite 700 N1 200 Salt Lake City UT 84111 No Relationship PC Education 10000 SB Dance 138 W 300 S N1 200 Salt Lake City UT 84101 No Relationship PC Charitable 3000 Northern Utah Coalition 727 24th Street Suite 2A Ogden UT 84401 No Relationship PC Charitable 5000 Best Friends Animal Shelter 5001 Angel Canyon Road Kanab UT 84741 No Relationship PC Charitable 1000 Big Brothers Big Sisters of Utah 2121 South State Street Apt 201 South Sale Lake UT 84115 No Relationship PC Charitable 2000 GLAAD Inc 104 Weset 29th Street 4th Floor New York NY 10001 No Relationship PC Charitable 5000 National Gallery of Art 2000 South Club Drive Landover MD 20785 No Relationship PC Education 2500 Project Rainbow Utah 308 West 200 South Suite 308 Salt Lake City UT 84101 No Relationship PC Charitable 7000 Salt Lake Academy of Music 1192 Wilmington Ave Salt Lake City UT 84106 No Relationship PC Education 5000 Stand with Trans 23332 Farmington Raod 84 Farmington MI 48336 No Relationship PC Charitable 5000 Street Dawg Crew 1365 Teakwood Drive Taylorsville UT 84123 No Relationship PC Charitable 250 The INN Between 1216 East 1300 South Salt Lake City UT 84105 No Relationship PC Charitable 3000 Truth Wins Out 6081 Lake Hibiscus Drive Delray Beach FL 33484 No Relationship PC Charitable 5000 Utah Youth Orchestra and Ensembles P O Box 58168 Salt Lake City UT 84168 No Relationship PC Charitable 3500 Utah Humane Society 4242 South 300 West P O Box 573659 Murray UT 84157 No Relationship PC Charitable 5500 Equality Federation 350 East 400 South 305 Salt Lake City UT 84111 No Relationship PC Charitable 10000 Jeremy Bullock Memorial Fund P O Box 942 Condon MT 59826 No Relationship PC Charitable 5000 Lyrical Opera Theater 7903 Palladium Drive West Jordan UT 84099 No Relationship PC Charitable 2000 Mountain Springs Music Inc 2993 N Highway 73 Cedar Valley UT 84013 No Relationship PC Education 1500 The Mundi Project PO Box 52096 Salt Lake City UT 84152 No Relationship PC Charitable 5000 Nuzzles Co 6466 N HIGHVIEW RD Peoa UT 84061 No Relationship PC Charitable 7500 Pioneer Theater Company U of U 300S 1400 E Salt Lake City UT 84112 No Relationship PC Education 2500 Southern Utah University 351 W University Blvd Cedar City UT 84720 No Relationship PC Education 5000 The Obert C Grace A Tanner Huma 215 Central Campus Dr Room 110 Salt Lake City UT 84112 No Relationship PC Charitable 3000 University of Utah SJ Quinney Col 383 South S University St Salt Lake City UT 84112 No Relationship PC Education 3000 UTAH CENTER FOR LEGAL INCLUSION 645 S 200 E Salt Lake City UT 84111 No Relationship PC Charitable 2000 UTAH HUMANITIES COUNCIL 202 W 300 N Salt Lake City UT 84103 No Relationship PC Chaitable 1000 UTAH METROPOLITAN BALLET 493 North 1030 West Lindon UT 84042 No Relationship PC Charitable 5000 UTAH MUSEUM OF CONTEMPORARY ART 20 S WEST TEMPLE Salt Lake City UT 84101 No Relationship PC Education 4000 Flourish Therapy 1031 S 1130 W Payson UT 84651 No Relationship PC Charitable 15000 The Tyler Clementi Foundation PO Box 345 Harrison NJ 07029 No Relationship PC Charitable 7500 University of Utah Social Work 395 1500 E Salt Lake City UT 84112 No Relationship PC Education 5000 Utah Symphony and Opera 123 W South Temple N1 200 Salt Lake City UT 84101 No Relationship PC Charitable 15000 Alpine School District Foundation 575 N 100 E American Fork UT 84003 No Relationship PC Charitable 4000 ASPCA 424 EAST 92ND STREET New York NY 101286801 No Relationship PC Charitable 1000 Cache Humane Society 2370 West 200 North Logan UT 843218225 No Relationship PC Charitable 2500 Center For Documentary Expression A 243 East 400 South Suite 301 Salt Lake City UT 841112843 No Relationship PC Charitable 5000 Craft Lake City 351 West Pierpont Avenue Suite 4B Salt Lake City UT 84101 No Relationship PC Charitable 2500 Family Counseling Service of Northe 3518 S Washington Blvd Ogden UT 84403 No Relationship PC Charitable 2500 FreedHearts Inc P O Box 23731 Federal Way WA 980930731 No Relationship PC Charitable 4000 Friends Allies and Mentors of the L 1325 S 500 E Unit 4 Salt Lake City UT 84105 No Relationship PC Charitable 2600 Utah Zoological Society 2600 Sunnyside Avenue Salt Lake City UT 84108 No Relationship PC Charitable 5000 Holter Museum of Art Inc 12 East Lawrence Helena MT 59601 No Relationship PC Charitable 1000 Human Rights Campaign Foundation 1640 Rhode Island Ave NW Washington DC 200363278 No Relationship PC Charitable 1200 Intermountain Opera Association of 2011 North 22nd Avenue Suite 4B bozeman MT 59718 No Relationship PC Charitable 2500 Junction Dance Co 2614 South 700 East Salt Lake City UT 84106 No Relationship PC Charitable 2000 Lifting Hands International 1167 West Brooklyn Avenue Salt Lake City UT 84104 No Relationship PC Charitable 1000 Mama Dragons 1996 Allison Way Syracuse UT 84075 No Relationship PC Charitable 5000 Oquirrh West Project Inc 1873 West Trail Heights Drive Riverton UT 84065 No Relationship PC Charitable 1000 Reconciliation and Growth Inc P O Box 17227 Salt Lake City UT 84117 No Relationship PC Charitable 2400 The University of Utah Red Butte Ga 300 Wakara Way Salt Lake City UT 84108 No Relationship PC Education 5000 Salt Lake County Animal Services 511 West 3900 South Salt Lake City UT 84123 No Relationship PC Charitable 500 Social Good Fund Inc 12651 San Pablo Avenue Suite 473 Richmond CA 94805 No Relationship PC Charitable 5000 Stand4kind 128 East 12300 South Suite C250 Draper UT 84020 No Relationship PC Charitable 10000 The Leonardo 209 East 500 South Salt Lake City UT 84111 No Relationship PC Education 10000 University of Utah Kingsbury Hall 1395 East Presidents Circle Salt Lake City UT 84112 No Relationship PC Education 3000 University of Utah College Educatio 1721 Campus Center Dr Salt Lake City UT 84112 No Relationship PC Education 15000 University of Utah Physical Medicin 85 North Medical Drive Salt Lake City UT 84132 No Relationship PC Education 2500 University of Utah LGBT Reource Ce 200 South Central Campus Drive Room 409 Salt Lake City UT 84112 No Relationship PC Education 12500 Utah Aids Foundation Legacy Health 150 South 1000 East Salt Lake City UT 84102 No Relationship PC Charitable 35500 USGA Foundation 77 Liberty Corner Road Liberty Corner NJ 07938 No Relationship SO I Charitable 1146 Park City-Summit County Arts Counc P O Box 4455 Park City UT 840604455 No Relationship PC Education 2500 Utah Blues Society 8446 South 1330 West Wes Jrodan UT 84088 No Relationship PC Charitable 2500 Utah Chinese Association 1502 Stern Drive Salt Lake City UT 84123 No Relationship PC Education 1000 Emerson Culteral Center Inc 111 South Grand Avenue Bozeman MT 59715 No Relationship PC Education 2500 Wasatch Homeless Health Care Inc 409 South 400 West Salt Lake City UT 84101 No Relationship PC Chaitable 3000 Youth Futures 1790 West Trafalga Way Unit B Salt Lake City UT 84116 No Relationship PC Charitable 15000 Zigfield Theater Arts 3934 Washington Blvd Ogden UT 54403 No Relationship PC Education 1500 Family Counseling Service of Northe 3518 South Washington Blvd Ogden UT 84403 No Relationship PC Charitable 2500 Springfield Museum of Art P O Box 34 Springfield OH 45501 No Relationship PC Education 2500 Western Montana Gay and Lesbian Com 127 North Higgins Avenue Missoula MT 59802 No Relationship PC Charitable 3000 874216 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 false false false false false false false false false false Corporate Bonds 308063 311301 Morgan Stanley Publicly Traded Securites 5504866 8811924 93947 100371 100520 100371 Exhange Traded Funds and Mutual Funds AT COST 1900209 2103136 Other Alternate Municipal Bonds AT COST 430922 213907 Annual Accounting and Tax Return Preparation 29056 29056 29056 29056 Accrued Interest 3794 0 3408 Bank Fees 75 75 75 75 Uncashed Distribution check 200 Broker Fees 124091 124091 124091 124091 Excise and Foreign taxes 7365 2147 2147 2147