2024-11-14T13:59:29-08:00 2023-12-31 464061929 AJW Advisory Group PLC 2520 E University Dr Ste 103 Tempe AZ 85288 990PF 2023-01-01 201738267 THE LEON & ARLINE HARMAN FOUNDATION LEON 8013138000 5544 GREEN STREET SALT LAKE CITY UT 84123 TODD B HARMAN President 2024-11-14 true true DONALD W WINKLER P00106027 8016769778 2023 2024-10-15 13:58:12Z X 0 X X 6332 6332 6332 717064 717064 717064 -290971 3356127 750 433175 723396 723396 3000 792 792 792 6700 6700 6700 11932 11932 11932 12998 1997 1997 101967 101967 101966 137389 123388 123387 0 1153763 1153763 1291152 123388 123387 1153763 -857977 600008 600009 735809 1290645 34920 11040 19550442 18161509 20321171 19463194 0 0 X 20321171 19463194 20321171 19463194 20321171 19463194 20321171 -857977 19463194 19463194 CAMBRIDGE INVESTMENT RESEARCH JMJ-707598 P 2023-01-01 2023-12-31 196064 202328 -6264 -6264 CAMBRIDGE INVESTMENT RESEARCH JMJ-707598 P 2000-01-01 2023-12-31 2058553 2343907 -285354 -285354 WESTERN ASSET CORE B OND FUND P 2000-01-01 2023-01-25 797 797 797 FIDELITY INVESTMENTS Y88-641558 P 2023-01-01 2023-12-31 22653 24373 -1720 -1720 FIDELITY INVESTMENTS Y88-641558 P 2000-01-01 2023-12-31 1078060 1076490 1570 1570 Wash Sale 1642 -289329 -6342 8340 8340 8340 11040 11040 X 2700 2700 false false false false false false false true true UT true false false false false true N/A ALEX MILES 8013138000 5544 GREEN STREET SALT LAKE CITY UT 84123 false false false false false false false false false false false false false false false false false false false false false false BARRY HARMAN 7838 RIVER OAKS CIRCLE SANDY UT 84093 Trustee 0.00 500 KIRSTIN MAANUM 1280 E MALVERN AVE SALT LAKE CITY UT 84106 Trustee 0.00 500 TODD B HARMAN 7838 RIVER OAKS CIRCLE SALT LAKE CITY UT 84093 President 10.00 500 JAMES GUILKEY 1611 LAIRD AVENUE SALT LAKE CITY UT 84105 Vice President 0.00 500 JACOB FLORENCE 7838 RIVER OAKS CIRCLE SANDY UT 84093 Treasurer 0.00 500 ELAINE C HARMAN 7838 RIVER OAKS CIRCLE SANDY UT 84093 Trustee 0.00 500 NONE NONE 18466256 804401 0 19270657 0 19270657 289060 18981597 949080 949080 8340 8340 940740 940740 940740 1153763 1153763 940740 16133 71695 193930 281758 1153763 0 940740 213023 494781 0 494781 16133 71695 193930 213023 X SEE ATTACHED SCHEDULE 5544 S GREEN STREET MURRAY UT 84123 NONE PUBLIC TO ASSIST APPLICANTS WITH THEIR INDIVIDUAL EDUCATIONS. 1103763 COMMUNITY FOUNDATION OF UTAH 2257 SOUTH 1100 EAST STE 205 SALT LAKE CITY UT 84106 NONE PC CHARITABLE 50000 1153763 14 6332 14 717064 -290971 OTHER INCOME 750 723396 -290221 433175 false false false false false false false false false false ACCOUNTING FEES 6700 6700 6700 0 LEGAL FEES 792 792 792 0 BANK FEES 25 25 25 DISTRIBUTION EXPENSE 741 741 741 INSURANCE 7480 7480 7480 MANAGEMENT FEES-PORTFOLIO 92438 92438 92437 OFFICE EXPENSE 1283 1283 1283 OTHER INCOME 750 ADMINISTRATIVE FEES 3672 3672 3672 0 EDUCATION RESEARCH FEES 7060 7060 7060 0 SELECTION COMMITTEE FEES 1200 1200 1200 0 FEDERAL TAX 11001 FOREIGN TAX 1997 1997 1997