2024-09-13T17:14:35-04:00 2023-12-31 320444152 THE CPA GROUP LLC 5882 S 900 E 200 SALT LAKE CITY UT 841211690 990PF 2023-01-01 453724410 CALDWELL FAMILY FOUNDATION CALD 8014951995 PO BOX 25488 SARASOTA FL 34277 ROBERT CALDWELL PRESIDENT 2024-06-14 true BRENT J BELL P00027320 8017163000 2024-06-14 2023 2024-08-08 14:25:15Z X 518082 X X 45 45 45 5224 5224 5224 -37209 189751 -31940 5269 5269 6901 394 7295 0 0 37119 37119 44414 0 37119 -76354 5269 5269 306418 230064 518082 306418 230064 518082 0 X 306418 230064 306418 230064 306418 230064 306418 -76354 230064 230064 73 73 73 1306 1306 1233 1233 false false false false false false false true true true false false false false true N/A BRENT J BELL CPA 8017163010 5882 S 900 E SUITE 200 SALT LAKE CITY UT 84121 false false false false false false false false false false false false false false false false false false false false ROBERT CALDWELL PO BOX 25488 SARASOTA FL 34277 PRESIDENT 000.00 0 0 0 LISA BOGGS CALDWELL PO BOX 25488 SARASOTA FL 34277 TREASURER/SE 000.00 0 0 0 NONE NONE N/A 511405 0 0 511405 511405 7671 503734 25187 25187 73 73 25114 25114 25114 37119 37119 25114 346113 194148 1996 42605 584862 37119 25114 12005 596867 0 346113 250754 194148 1996 42605 12005 ROBERT CALDWELL LISA CALDWELL X SARASOTA MEMORIAL HEALTHCARE FOUND 1515 S OSPREY AVE STE B4 SARASOTA FL 34239 HUMANITARIAN 10000 UNIVERSITY OF UTAH 301 WAKARA WAY SALT LAKE CITY UT 84108 NONE EDUCATIONAL 4619 UTAH FOSTER CARE 5296 S COMMERCE DRIVE NUMBER 400 MURRAY UT 84107 NONE HUMANITARIAN 17500 COPPER CLUB PO BOX 30 BLOOMFIELD CT 06002 NONE EDUCATIONAL 5000 37119 45 5224 -37209 -31940 -31940 false false false false false false false false false false UBS FINANCIAL 2023-07 PURCHASE 2023-08 57885 66345 -8460 UBS FINANCIAL 2022-01 PURCHASE 2023-09 49187 52616 -3429 UBS FINANCIAL 2023-11 PURCHASE 2023-11 188 213 -25 UBS FINANCIAL 2022-01 PURCHASE 2023-11 42676 62554 -19878 UBS FINANCIAL 2022-11 PURCHASE 2023-03 3842 4794 -952 UBS FINANCIAL 2022-01 PURCHASE 2023-05 12048 12032 16 UBS FINANCIAL 2022-05 PURCHASE 2023-05 2471 2938 -467 UBS FINANCIAL 2021-11 PURCHASE 2023-10 21454 25468 -4014 BROKERAGE ACCOUNTS 306418 230064 518082 BROKERAGE FEES 1735 BROKERAGE FEES 3212 BROKERAGE FEES 1954 BROKERAGE FEES FOREIGN TAXES 394