2026-03-14T10:11:52-07:00 2025-12-31 993738830 HEB Business Advisors 375 South 300 West Salt Lake City UT 84101 990PF 2025-01-01 841402027 JOHN AND MARCIA PRICE FAMILY FOUNDATION JOHN 8014788000 230 EAST SOUTH TEMPLE SALT LAKE CITY UT 84111 TOM KLC Foundation Manager 2026-03-14 true F CHARLES HUBER P00942145 8013285000 2025 2025-03-06 01:10:19Z X 77622422 X 3087356 982859 982859 982859 5235521 28585102 5263160 88418 9305736 6246019 1071277 21605 21605 10350 10350 72184 2184 185979 185979 290118 198513 21605 5408155 5408155 5698273 198513 5429760 3607463 6047506 1071277 12609781 9922214 9922214 571453 8539391 8539391 49886024 59160817 59160817 63067258 77622422 77622422 0 X 63067258 77622422 63067258 77622422 63067258 77622422 63067258 3607463 10947701 77622422 77622422 MORGAN STANLEY P 2010-01-01 2025-07-15 5619015 3533280 2085735 2085735 MORGAN STANLEY P 2025-01-01 2025-07-15 17832599 17729031 103568 103568 MORGAN STANLEY P 2025-01-01 2025-07-15 1368680 1411136 -42456 -42456 APPLE INC. D 2014-06-09 2025-01-08 1112651 76940 1035711 1035711 NVIDIA CORP D 2019-08-05 2025-01-08 1880492 50445 1830047 1830047 US TREAS BILLS P 2024-12-10 2025-07-30 521736 521710 26 26 WELLS FARGO #3678 P 2025-07-23 2025-09-12 26680 27039 -359 -359 Capital Gain Dividends 223249 Wash Sale 27639 5263160 88418 84060 84060 84060 38787 50000 88787 X 1132 3595 3595 false false false false false false false false true UT true false false false false true N/A TOM KLC 8014788000 230 EAST SOUTH TEMPLE SALT LAKE CITY UT 84111 false false false false false false false false false false false false false false false false false false false false false false JOHN PRICE 230 EAST SOUTH TEMPLE SALT LAKE CITY UT 84111 Trustee&MANAGER 0.00 0 TOM KLC 230 EAST SOUTH TEMPLE SALT LAKE CITY UT 84111 Executive Direc 0.00 0 MARCIA PRICE 230 EAST SOUTH TEMPLE SALT LAKE CITY UT 84111 MANAGER 0.00 0 JOHN STEVEN PRICE 230 EAST SOUTH TEMPLE SALT LAKE CITY UT 84111 MANAGER 0.00 0 DEIRDRA PRICE 230 EAST SOUTH TEMPLE SALT LAKE CITY UT 84111 MANAGER 0.00 0 JENNIFER PRICE WALLIN 230 EAST SOUTH TEMPLE SALT LAKE CITY UT 84111 MANAGER 0.00 0 NONE NONE 56783185 13629932 0 70413117 0 70413117 1056197 69356920 3467846 3467846 84060 84060 3383786 3383786 3383786 5429760 5429760 3383786 66765 3377493 2430256 2854678 8729192 5429760 0 3383786 2045974 10775166 0 66765 10708401 3377493 2430256 2854678 2045974 JOHN AND MARCIA PRICE FAMILY FOUNDA 230 EAST SOUTH TEMPLE SALT LAKE CITY UT 84111 8014788000 NONE NONE NONE KENNEDY CENTER MALL CENTER WASHINGTON DC 20566 NONE PC PROGRAM SUPPORT 115000 RARIE WOODBURY DANCE COMPANY 50 WEST 200 SOUTH SALT LAKE CITY UT 84101 NONE PC PROGRAM SUPPORT 25000 BALLET WEST 50 WEST 200 SOUTH SALT LAKE CITY UT 84101 NONE PC PROGRAM SUPPORT 146500 YMCA UTAH 322 EAST BROADWAY SALT LAKE CITY UT 84111 NONE PC PROGRAM SUPPORT 500 CARMEL BACH FESTIVAL POST OFFICE BOX 575 CARMELBYTHESEA CA 93921 NONE PC PROGRAM SUPPORT 5000 CHILDREN'S CENTER 125 S MAIN FARMINGTON UT 84025 NONE PC PROGRAM SUPPORT 2500 UTAH SYMPHONY OPERA 123 WEST SOUTH TEMPLE SALT LAKE CITY UT UT 84101 NONE PC PROGRAM SUPPORT 225000 SCOTISH RITE FD-CHILDREN LEARNING 650 E South Temple St Salt Lake City UT 84102 NONE PC PROGRAM SERVICES 1000 UNIVERSITY OF UTAH 410 Campus Center Drive Salt Lake City UT 84112 NONE PC PROGRAM SERVICES 357200 CHABAD LUBAVITCH OF UTAH 1433 SOUTH 1100 EAST SALT LAKE CITY UT 84105 NONE PC PROGRAM SUPPORT 45000 OLD GLOBE THEATER PO BOX 12039 LA JOLLA CA 92039 NONE PC PROGRAM SUPPORT 20000 UNITED STATES HOLOCAUST MUSEUM 9911 W PICO BLVD LOS ANGELES CA 90035 NONE PC VOID CHECK 2211 -1000 SHRINERS HOSPITAL FOR CHILDREN 2900 RICKY POINT DRIVE TAMPA FL 33607 NONE PC PROGRAM SUPPORT 5000 COUNCIL OF AMERICAN AMBASSADORS 888 17TH STREET NW SUITE 306 WASHINGTON DC 20006 NONE PC PROGRAM SUPPORT 1000 MALIHEH FREE CLINIC 415 EAST 3900 SOUTH SALT LAKE CITY UT 84107 NONE PC PROGRAM SUPPORT 5000 UNITED JEWISH FEDERATION OF UTAH 2 NORTH MEDICAL DRIVE SALT LAKE CITY UT 84113 NONE PC PROGRAM SUPPORT 2500 PUBLIC THEATER 425 LAFAYETTE STREET NEW YORK NY 10003 NONE PC VOID CHECK 2196 -1000 NATIONAL MS SOCIETY 6364 SOUTH HIGHLAND DRIVE SALT LAKE CITY UT 84121 NONE PC PROGRAM SERVICES 2500 LA JOLLA PLAYHOUSE PO BOX 12039 LA JOLLA CA 92039 NONE PC PROGRAM SERVICES 5000 UTAH MUSEUM CONTEMPORY ARTS 20 SOUTH WEST TEMPLE SALT LAKE CITY UT 84101 NONE PC PROGRAM SUPPORT 2500 UTAH TIBETAN ASSOCIATION 135 W 2950 S SALT LAKE CITY UT 84115 NONE PC PROGRAM SERVICES 5000 NORTHERN ARIZONA UNIVERSITY 1015 S SAN FRANCISCO ST 6050 FLAGSTAFF AZ 86011 NONE PC VOID CHECK 2239 -1250 UTAH ARTS FESTIVAL FDN 617 EAST SOUTH TEMPLE SALT LAKE CITY UT 84102 PC PROGRAM SUPPORT 5000 JOHN MORAN EYE CENTER 65 MARIO CAPECCHI DR SALT LAKE CITY UT 84132 NONE PC PROGRAM SUPPORT 500 HINCKLEY INSTITUTE UNIVERSITY OF UT 260 CENTRAL CAMPUS DR 2018 SALT LAKE CITY UT 84112 NONE PC PROGRAM SERVICES 7000 UNIV OF UTAH COLLEGE OF ENGINEERING 72 CENTRAL CAMPUS DR ROOM 1650 SALT LAKE CITY UT 84112 NONE PC PROGRAM SERVICES 3080600 UNIV OF UTAH-ECCLES SCHOOL OF BUSIN 1655 CAMPUS CENTER DR SALT LAKE CITY UT 84112 NONE PC PROGRAM SERVICES 26500 REPUBLICAN JEWISH COALITION 50 F ST NW STE 100 WASHINGTON DC 20001 NONE PC VOID CHECK 2197 -500 COMMUNITY FOUNDATION OF UTAH 2257 SOUTH 1100 EAST SUITE 205 SALT LAKE CITY UT 84106 NONE PC PROGRAM SERVICES 500 THE SALVATION ARMY 615 SIATERS LANE ALEXANDRA VA 22314 NONE PC PROGRAM SERVICES 1000 AMERICAN MARKETING ASSOC FOUNDATION 130 E RANDOLPH ST 22ND FLOOR CHICAGO IL 60601 NONE PC VOID CHECK 2234 -1000 COCONINO HUMANE ASSOCIATION 3501 E BUTLER AVENUE FLAGSTAFF AZ 86004 NONE PC VOID CHECK 2236 -1500 UNIVERSITY OF ARIZONA FOUNDATION 111 N CHERRY AVENUE TUCSON AZ 85721 NONE PC VOID CHECK 2242 -1250 HOGLE ZOO 2600 SUNNYSIDE AVE SALT LAKE CITY UT 84108 NONE PC VOID CHECK 2181 -25000 LAMB'S PLAYERS THEATRE 1142 ORANGE AVE CORONADO CA 92118 NONE PC PROGRAM SUPPORT 500 USA CLIMBING FOUNDATION PO BOX 4043 SALT LAKE CITY UT 84110 NONE PC PROGRAM SUPPORT 2500 COLIN POWELL SCHOOL FOR CIVIC LEADE 160 CONVENT AVE NEW YORK NY 10031 NONE PC PROGRAM SUPPORT 1000 THE MCGILLIS SCHOOL 668 S 1300 E SALT LAKE CITY UT 84102 NONE PC PROGRAM SUPPORT 5000 SALT LAKE CITY PARKS 1965 WEST 500 SOUTH SALT LAKE CITY UT 84104 NONE PC MEMORIAL BENCH 5855 KOSTOPULOS DREAM FOUNDATION 4180 EMIGRATION CANYON RD EMIGRATION CANYON UT 84108 NONE PC PROGRAM SERVICES 2500 ORGANIZING COMMITTEE- 2034 OLYMPIC 175 E 400 SOUTH SUITE 180 SALT LAKE CITY UT 84111 NONE PC 2034 OLYMPIC GAMES 1330000 WASATCH ADAPTIVE SPORTS 9385 S SNOWBIRD CENTER DR SNOWBIRD UT 84092 NONE PC PROGRAM SUPPORT 1000 5408155 14 982859 18 5235521 6218380 6218380 false false false false false false false false false false X X 1 JOHN PRICE 230 EAST SOUTH TEMPLE SALT LAKE CITY UT 84111 809061 X 2 JOHN PRICE 230 EAST SOUTH TEMPLE SALT LAKE CITY UT 84111 749086 X 3 JOHN PRICE 230 EAST SOUTH TEMPLE SALT LAKE CITY UT 84111 913777 X 4 JOHN PRICE 230 EAST SOUTH TEMPLE SALT LAKE CITY UT 84111 615432 X 1 150 SHARES OF BOOKING HOLDING INC. 809061 2025-12-22 2 1,300 SHARES OF CATERPILLAR INC. 749086 2025-12-22 3 4,760 SHARES OF ORACLE CORPORATION 913777 2025-12-22 4 482 SHARES OF TRANSDIGM GROUP INC. 615432 2025-12-22 TAX PREPARATIONS FEES 10350 10350 0 0 INVESTMENTS IN STOCKS 59160817 59160817 ETFS AND CEFS MUTUAL FUNDS 8539391 8539391 RAY, QUINNEY & NEBEKER 21605 0 0 21605 BROKER FEES 185979 185979 TRANSFER OF ASSETS FROM PRICE AUTOMOTIVE MUSEUM 9400000 FEDERAL TAXES 70000 FOREIGN TAXES 2184 2184