2025-11-04T11:05:20-08:00 2024-12-31 371658522 RUESCH AND COMPANY LLC 101 S 200 E SUITE 150 SALT LAKE CITY UT 84111 990PF 2024-01-01 208515544 JoAnne L Shrontz Family Foundation JOAN 8015321500 PO Box 45385 Salt Lake City UT 841450385 Charles H Livsey Secretary 8015321500 2025-04-14 true true Chortney B Ruesch CPA P01070225 8018729798 2025-11-04 2024 2025-03-06 01:10:19Z X 4752209 X X 134872 134872 422175 2117100 422175 0 13282 13282 570329 570329 8000 7600 400 33573 31894 1679 12500 11875 625 21150 2092 1058 4852 852 0 0 9199 8783 416 89274 63096 4178 263500 263500 352774 63096 267678 217555 507233 234405 165648 165648 0 0 3248675 3779441 4332411 0 506766 271284 254150 0 0 0 0 3989846 4216373 4752209 0 0 0 0 0 0 0 X 3989846 4216373 3989846 4216373 3989846 4216373 3989846 217555 8972 4216373 0 4216373 Short Term Sales of Publicly Traded Securities P 2024-06-30 2024-12-31 265444 0 249492 15952 0 0 0 15952 Long Term Sales of Publicly Traded Securities P 2023-12-30 2024-12-31 1851656 0 1445433 406223 0 0 0 406223 422175 15952 7051 0 7051 0 7051 18296 2000 20296 -20296 13245 13245 false false false false false false false true true UT true false false false true true N/A Charles Livsey 8015321500 36 S State St Suite 1400 Salt Lake City UT 84111 false false false false true false false false false false false false false false false false false false false false false false Ellen E Rossi PO Box 45385 Salt Lake City UT 841450385 Advisory Committee 0.13 2000 0 0 Dr Erik C Erlingsson PO Box 45385 Salt Lake City UT 841450385 Advisory Committee 0.13 2000 0 0 Mathieu C Shrontz PO Box 45385 Salt Lake City UT 841450385 Advisory Committee 0.13 2000 0 0 Charles H Livsey PO Box 45385 Salt Lake City UT 841450385 Advisory Committee 0.13 2000 0 0 NONE 0 NONE 0 4806703 0 0 4806703 0 4806703 72101 4734602 236730 236730 7051 7051 229679 229679 229679 267678 267678 229679 24591 0 0 0 0 0 0 267678 24591 0 229679 13408 13408 0 0 0 0 0 13408 0 0 0 0 13408 None None X Nature Conservancy of Utah 559 E South Temple Salt Lake City UT 84102 Public Charity General Financial Support 10500 University of Utah Utah Museum of Natural History 301 Wakara Way Salt Lake City UT 84108 Public Charity General financial support 12500 Guadalupe Schools 340 South Goshen Street Salt Lake City UT 84104 Public Charity General financial support 5000 The Children's Center 350 S 400 E Salt Lake City UT 84111 Public charity General financial support 7500 The McGillis School 668 S 1300 E Salt Lake City UT 84102 Public Charity General Financial Support 11500 The Trustees of Reservations 83 Old Route 9 Windsor MA 01270 Public Charity General Financial Support 10000 Uinta BOCES 1 Foundation Inc 1013 W Cheyenne Dr A Evanston WY 82930 Public Charity General Financial Support 10000 Wasatch Community Gardens 345 E 400 S Ste 204 Salt Lake City UT 84111 Public Charity General Financial Support 10500 Friends of EIM 89 Eagle St 2RH Brooklyn NY 11222 Public Charity General Financial Support 7500 YMCA of Northern Utah 675 E 2100 S Ste 200 Salt Lake City UT 84106 Public Charity General Financial Support 6000 Windsor School Inc 37-02 Main St Flushing NY 11354 Public Charity General Financial Support 10000 University of Utah School of Music 1375 E Presidents Circle Salt Lake City UT 84112 Public Charity General Financial Support 10000 Harlem Grown 118 W 134th St New York NY 10030 Public Charity General Financial Support 5000 Ballet West 52 W 200 S Salt Lake City UT 84101 Public Charity General Financial Support 30000 Friends of Tracy Aviary 589 E 1300 S Salt Lake City UT 84105 Public Charity General Financial Support 10000 Utah Symphony Utah Opera 123 West South Temple Salt Lake City UT 84101 Public Charity General Financial Support 10000 Dexter Southfield School 20 Newton St Brookline MA 02445 Public Charity General Financial Support 10000 Renaissance Charitable Foundation 8888 Keystone Crossing Ste 1222 Indianapolis IN 46240 Public Charity General Financial Support 80000 University of Utah Museum of Fine Arts 332 1400 E Ste 73 Salt Lake City UT 84112 Public Charity General Financial Support 7500 263500 0 134872 422175 From K-1s/1099s 13282 570329 570329 8 A portion of Capital Gains/Losses may be used to fund grants. 4 Dividend and Interest Income is used to fund grants. 11a Other income may be used to fund grants. false false false false false false false false false false Ruesch & Company LLC Tax and Accounting 12500 11875 625 Short Term Sales of Publicly Traded Securities 2025-06 Purchased 2025-12 265444 249492 15952 Long Term Sales of Publicly Traded Securities 2024-12 Purchased 2025-12 1851656 1445433 406223 UBS Holdings 3779441 4332411 AB Energy Opportunity AIV Fund II 71264 23241 Signal Peak Ventures IV LP 108440 130805 Portfolio Advisors Private Equity 2022 Fund 91580 100104 Ray, Quinney & Nebeker Legal and Accounting 33573 31894 1679 K-1 Adjustments/Temporary Differences/Capital Adjustments 0 D&O/Liability Insurance 5505 5230 275 Expenses From K-1s 3553 3553 0 Reimbursed Expenses 141 0 141 From 1099/K-1 13282 13282 K-1 Adjustments/Temporary Differences/Capital Adjustments 8972 UBS Inv. Management Fees 21150 2092 1058 Foreign Tax Paid 852 852 0 Income Tax Paid 4000 0 0