2024-05-10T08:58:24-07:00 2023-11-30 371658522 RUESCH AND COMPANY LLC 101 S 200 E SUITE 150 SALT LAKE CITY UT 84111 990PF 2022-12-01 876197628 DOROTHY MARTIN FOUND #2 DORO 8015321500 PO Box 45385 Salt Lake City UT 841450385 Charles H Livsey Trustee 8015321500 2023-02-02 true Charles Livsey XXX-XX-XXXX false X Chortney B Ruesch CPA P01070225 8018729798 2024-05-10 0 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z X X 741792 X X 17229 17229 67975 773887 67975 0 0 85204 85204 4784 4306 478 0 0 0 2000 1900 100 0 0 0 397 253 0 0 0 7181 6459 578 38000 38000 45181 6459 38578 40023 78745 12263 73545 73545 0 0 115198 447862 454450 170402 170881 0 568026 42798 42916 0 0 0 0 695487 734607 741792 0 0 0 0 0 X 695487 734607 695487 734607 695487 734607 695487 40023 735510 903 734607 Short Term Covered Sales of Publicly Traded Securities P 2023-06-30 2023-11-30 20424 0 22820 -2396 0 0 0 -2396 Long Term Covered Sales of Publicly Traded Securities P 2022-06-30 2023-11-30 3649 0 8622 -4973 0 0 0 -4973 Long Term Non-Covered Sales of Publicy Traded Securities P 2022-06-30 2023-11-30 749814 0 674470 75344 0 0 0 75344 67975 -2396 1095 0 1095 0 1095 144 2500 2644 -2644 1549 1549 false false false false false false false true true UT true false false false false true N/A Charles H 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 US BANK NA PO Box 3168 Portland OR 97208 Trustee 1.00 6784 0 0 Frederick Q Lawson PO Box 45385 Salt Lake City UT 841450385 Trustee 0.20 0 0 0 Charles H Livsey PO Box 45385 Salt Lake City UT 841450385 Trustee 0.20 0 0 0 Kathryn Biele PO Box 45385 Salt Lake City UT 841450385 Trustee 0.20 0 0 0 NONE 0 NONE 0 734713 0 0 734713 0 734713 11021 723692 36185 36185 1095 1095 35090 35090 35090 38578 38578 35090 2084 38578 2084 0 35090 1404 1404 0 0 0 0 0 1404 0 0 0 0 1404 X Cathedral of St Marks 231 E 100 S Salt Lake City UT 84111 Public Charity General Financial Support - Personnel 15000 League of Women Voters of Utah PO Box 1680 Salt Lake City UT 84110 Public Charity General Financial Support 10000 Odyssey House 334 E 100 S Ste 301 Salt Lake City UT 84111 Public Charity General Financial Support 3000 Crossroads Urban Center 347 S 400 E Salt Lake City UT 84111 Public Charity General Financial Support 4000 Hildegard's Food Pantry - St Marks 231 E 100 S Salt Lake City UT 84111 Public Charity General Financial Support 3000 Madeline Choir School 205 E 1st Ave Salt Lake City UT 84103 Public Charity General Financial Support 3000 38000 17229 67975 85204 85204 4 Dividends and Interest may be used to fund charitable purposes and foundation expenses 8 Capital Gains may be used to fund charitable purposes and foundation expenses false false false false false false false false false false US Bank Tax Preparation 2000 1900 100 Short Term Sales of Publicly Traded Securities 2022-06 Purchased 2023-11 20424 22820 -2396 Long Term Sales of Publicly Traded Securities 2021-06 Purchased 2023-11 753463 683092 70371 Ray Quinney & Nebeker PC Legal 0 0 0 Temporary Differences 903 UBS Investment Management 0 0 0 Foreign Tax Paid 253 253 0 990-PF Excise Taxes 144