2024-10-29T18:07:26-05:00 2023-12-31 870343246 Squire & Company PC 215 S State Street Suite 850 Salt Lake City UT 84111 990PF 2023-01-01 812645760 Paul T Walton Jr Charitable Foundation PAUL 8019878948 7722 S Keswick Road Cottonwood Heights UT 84093 Bank of Utah Michael Dustin Trust Officer 8019878948 2024-10-29 1 1 Gregory O Hyde CPA P00641196 8015330409 2024-10-28 2023 2024-10-15 13:58:12Z X 11160044 X X 5138 5138 205663 205663 223613 3407238 223613 434414 434414 0 8411 2103 0 6308 11356 2839 0 8517 1845 461 0 1384 6339 2853 0 3486 33392 33392 0 0 10244 9201 0 1043 39077 9769 0 29308 110664 60618 0 50046 489000 489000 599664 60618 0 539046 -165250 373796 0 1000 2000 2000 244428 16077 16077 7600 4400 4400 9696787 9758603 11137567 9949815 9781080 11160044 0 0 X 9949815 9781080 0 0 0 0 9949815 9781080 9949815 9781080 9949815 -165250 0 9784565 3485 9781080 Fidelity Cap Gain Distributions P 82757 82757 82757 Fidelity x4617 ST - See Attached P 2023-01-01 2023-07-01 1477340 1406146 71194 71194 Fidelity x4617 LT - See Attached P 2020-01-01 2023-07-01 1847141 1777479 69662 69662 223613 71194 5196 0 5196 0 5196 4400 0 813 0 5213 0 17 0 17 0 0 0 0 0 0 0 0 0 0 1 1 UT 1 0 0 1 0 1 N/A Stuart B Matheson 8017180263 7722 S Keswick Rd Cottonwood Heights UT 84093 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Stuart B Matheson 7722 S Keswick Rd Cottonwood Heights UT 84093 Executive Director 1.00 6411 0 0 Jeremy Nielson 7722 S Keswick Rd Cottonwood Heights UT 84093 Admin. Comm. Member 0.25 1000 0 0 Laurel Cannon Alder 7722 S Keswick Rd Cottonwood Heights UT 84093 Admin. Comm. Member 0.25 1000 0 0 Michael Dustin - Bank of Utah 50 South 200 East Salt Lake City UT 84111 Trust Officer 1.00 33153 0 0 NONE 0 NONE 0 0 10629816 45760 0 10675576 0 0 10675576 160134 10515442 525772 525772 5196 5196 520576 0 520576 0 520576 539046 0 539046 520576 483456 0 0 539046 483456 0 0 55590 0 0 0 0 0 0 0 0 464986 0 0 0 X Canyonlands Field Institute Inc PO Box 68 Moab UT 84763 501(c)(3) Outdoor education program 10000 Nature Conservancy 59 E South Temple Salt Lake City UT 84102 501(c)(3) Replace windows at Dugout Ranch 20000 Roots Charter High School 2250 S 1300 W West Valley City UT 84119 501(c)(3) Food Pantry 2500 Utah Sate University Bastian Agricultural Center 375 E 1530 S Salt Lake City UT 84112 501(c)(3) Arena 265000 Utah State University 4020 Old Main Hill Logan UT 84322 501(c)(3) Museum of Art 5000 Wasatch Adaptive Sports 9385 S Snowbird Center Dr Snowbird UT 84092 501(c)(3) Adaptive sports center 10000 Success In Education 111 E Broadway STE 900 Salt Lake City UT 84111 501(c)(3) Women who Succeed 10000 Policy Project 1607 E Yalecrest Ave Salt Lake City UT 84105 501(c)(3) General Purpose 5000 Kostopulos Dream Foundation 4180 Emigration Canyon Rd Salt Lake City UT 84108 501(c)(3) Equestrian Program 5000 Natural History Museum of Utah 301 W Wakara Way Salt Lake City UT 84108 501(c)(3) Weaving Revolution 10000 Tennis and Tutoring 951 E Bernay Circle Sandy UT 84094 501(c)(3) General Purpose 10000 Sundance Institute PO Box 684429 Park City UT 84068 501(c)(3) Community Outreach (Underrescourced Communities) 10000 Youth Garden Project 530 South 400 East Moab UT 84532 501(c)(3) Farm Supplies 5000 University of Utah Endowed Scholarship 332 S 1400 E Suite 160 Salt Lake City UT 84112 501(c)(3) Scholarship Endowment 104000 Junior Achievement of Utah 515 S 700 E STE F1 Salt Lake City UT 84102 501(c)(3) Biz Town 5000 Wayne Brown Institute 350 E 400 S Salt Lake City UT 84111 501(c)(3) General Purpose 5000 University of Utah Tanner Dance 1721 Campus Center Salt Lake City UT 84112 501(c)(3) Side by Side Program 5000 WelcomeNST 94 Golden Run Road Bolton MA 01740 501(c)(3) General Purpose 2500 489000 0 14 5138 14 205663 18 223613 0 434414 0 434414 0 0 0 0 0 0 0 0 0 0 Accounting Fees 6339 2853 0 3486 Fidelity Investments x4617 9758603 11137567 Legal Fees 1845 461 0 1384 Book Tax Differences 3485 Payroll Services 723 181 0 542 Transaction Fees 359 90 0 269 Trustee Fees 33153 8288 0 24864 Book Keeping Software 816 204 0 612 Insurance 2642 660 0 1982 Meals 49 12 0 37 Mileage 17 4 0 13 Supplies 804 201 0 603 Computer Programs 403 101 0 302 Workers Comp 111 28 0 84 Advisor Fees 33392 33392 0 0 Foreign Tax 8853 8853 0 0 Payroll Taxes 1391 348 0 1043