2024-10-24T12:33:23-04:00 2023-12-31 811717118 TERAN & COMPANY LLC 5505 S 900 E STE 140 SALT LAKE CITY UT 84117 990PF 2023-01-01 204214804 THE FRANCES W BURTON FOUNDATION FRAN 8012432843 7941 S MAJESTIC RIDGE DR SALT LAKE CITY UT 84121 KIM PLAUTZ TRUSTEE 8012432843 2024-10-24 true BRUCE M TERAN CPA P00362434 8015061110 2024-10-24 X 2023 2024-10-15 13:58:12Z X 6396859 X 80594 78 78 86460 86460 15938 776314 2139 538 538 183608 89215 634 13 13 6689 353 42535 42212 49871 42578 0 279800 279800 329671 42578 279800 -146063 46637 1649 18128 18128 4030346 3847749 6378731 4031995 3865877 6396859 0 X 4031995 3865877 4031995 3865877 4031995 3865877 4031995 -146063 3885932 20055 3865877 2139 648 648 648 4246 4246 X 13 3585 0 3585 false false false false false false false true true UT true false false false false true N/A FIRST WESTERN ADVISORS 8019306500 6405 S 3000 E STE 250 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 KIM PLAUTZ 7941 S MAJESTIC RIDGE DR SALT LAKE CITY UT 84121 TRUSTEE 000.00 0 0 0 BRET GUNDERSON 146 E 1020 N OREM UT 84057 MEMBER 000.00 0 0 0 GARY W TERAN 6405 S 3000 E STE 250 HOLLADAY UT 84121 MEMBER 000.00 0 0 0 ANDREA W BAUER 7325 WHILEAWAY RD PARK CITY UT 84098 MEMBER 000.00 0 0 0 JOHN S BRADLEY 11 E BROADWAY 11TH FLOOR SALT LAKE CITY UT 84111 MEMBER 000.00 0 0 0 SCOTT BURTON 1124 E SUNSET DUNES WAY DRAPER UT 84020 MEMBER 000.00 0 0 0 NONE NONE N/A 5862316 9889 0 5872205 5872205 88083 5784122 289206 289206 648 648 288558 288558 288558 279800 279800 288558 48673 9121 12662 78194 37716 186366 279800 279800 8758 8758 177608 0 39915 137693 9121 12662 78194 37716 GARY W TERAN 6405 S 3000 E STE 250 SALT LAKE CITY UT 84121 8019306500 NONE NONE NONE ADOPT A NATIVE ELDER P O BOX 3401 PARK CITY UT 840603401 NONE EXEMPT GENERAL FUND SUPPORT 10000 AMERICAN RED CROSS 6616 S 900 E MURRAY UT 84121 NONE EXEMPT GENERAL FUND SUPPORT 10000 ANGEL FLIGHT WEST 3161 DONALD DOUGLAS LOOP SANTA MONICA CA 90405 NONE EXEMPT GENERAL FUND SUPPORT 3000 ASSISTANCE LEAGUE OF SLC P O BOX 9353 SLC UT UT 84109 NONE EXEMPT GENERAL FUND SUPPORT 5000 CATHOLIC COMMUNITY SERVICES UTAH 224 N 2200 W SALT LAKE CITY UT 84116 NONE EXEMPT GENERAL FUND SUPPORT 5000 CHILDREN'S HOSPITAL AND MEDICAL CEN PRIMARY CHILDRENS HOSPITAL P O BOX 413168 SALT LAKE CITY UT 84141 NONE EXEMPT GENERAL FUND SUPPORT 7500 CHOICE HUMANITARIAN 7879 S 1530 W STE 200 WEST JORDAN UT 840888314 NONE EXEMPT GENERAL FUND SUPPORT 10000 CHRISTMAS BOX HOUSE 3660 SOUTH WEST TEMPLE SALT LAKE CITY UT 84115 NONE EXEMPT GENERAL FUND SUPPORT 20000 COMMUNITY NURSING SERVICES 2830 S REDWOOD RD STE A WEST VALLEY CITY UT 84119 NONE EXEMPT GENERAL FUND SUPPORT 5000 DAYS FOR GIRLS C/O BARBARA GUNDERSEN 1906 MAIDEN LN WENATCHEE WA 98801 NONE EXEMPT GENERAL FUND SUPPORT 2500 FRATERNITY WITHOUT BORDERS 415 E 75TH ST APT B NEW YORK NY 100213180 NONE EXEMPT GENERAL FUND SUPPORT 16300 GIFT OF LIFE BELIZE PO BOX 2325 BELIZE CITY CENTRAL AMERICA BH NONE EXEMPT GENERAL FUND SUPPORT 5000 HABITAT FOR HUMANITY (CHELAN) 518 E WOODIN AVE CHELAN WA 98816 NONE EXEMPT GENERAL FUND SUPPORT 10000 INTERMOUNTAIN HEALTHCARE FOUNDATION BRYAN SPRATT-KEYBNK TOWER 36 S STATE ST FL 8 SLC UT 841111759 NONE EXEMPT GENERAL FUND SUPPORT 15000 MILLIE'S FOUNDATION 2873 ETINNE WAY SANDY UT 84093 NONE EXEMPT GENERAL FUND SUPPORT 12500 NATIONAL ABILITY CENTER ATTN JAN DRAKE 1000 ABILITY WAY PARK CITY UT 840607464 NONE EXEMPT GENERAL FUND SUPPORT 10000 NEIGHBORHOOD HOUSE 1050 S 500 S SALT LAKE CITY UT 84109 NONE EXEMPT GENERAL FUND SUPPORT 15000 NUAP NORTHERN UTAH AUTISM PROGRAM 1100 ORCHARD AVENUE OGDEN UT 84404 NONE EXEMPT GENERAL FUND SUPPORT 2500 PARTNERS FOR PROGRESS P O BOX 28191 SPOKANE WA 99228 NONE EXEMPT GENERAL FUND SUPPORT 5000 PEOPLE HELPING PEOPLE 3205 MADISON AVENUE INDIANAPOLIS IN 46227 NONE EXEMPT GENERAL FUND SUPPORT 10000 REACH HUMANITY 2500 S POWER RD STE 117 MESA AZ 85209 NONE EXEMPT GENERAL FUND SUPPORT 10000 RISING STAR OUTREACH C/O AMY HUMPHREY 3521 N UNIVERSITY AVE 250 PROVO UT 84604 NONE EXEMPT GENERAL FUND SUPPORT 7500 ST JUDES CHILDRENS HOSPIPAL 501 SAINT JUNE PL MEMPHIS TN 38105 NONE EXEMPT GENERAL FUND SUPPORT 15000 THE BRADLEY CENTER P O BOX 115 WEST JORDAN UT 84084 NONE EXEMPT GENERAL FUND SUPPORT 5000 THE ROAD HOME 1415 MAIN ST SALT LAKE CITY UT 84115 NONE EXEMPT GENERAL FUND SUPPORT 5000 TREKKING FOR KIDS C/O TRICIA DONALDSON 1747 HEATHER DR OREM UT 84097 NONE EXEMPT GENERAL FUND SUPPORT 5500 UTAH FOOD BANK 3150 S 900 W SOUTH SALT LAKE UT 841192471 NONE EXEMPT GENERAL FUND SUPPORT 30000 WASATCH THEATRE 1629 E JAMESTOWN DR MURRAY UT 84121 NONE EXEMPT GENERAL FUND SUPPORT 10000 WILSON'S DISEASE FOUNDATION 1732 1ST AVE STE 20043 NEW YORK NY 10128 NONE EXEMPT GENERAL FUND SUPPORT 5000 WOMEN OF THE WORLD 489 EAST 10735 SOUTH SANDY UT 84070 NONE EXEMPT GENERAL FUND SUPPORT 7500 279800 78 86460 538 15938 103014 103014 false false false false false false false false false false X X 1 FRANK ROBER BRYNER TRUST 144 E 300 N LOGAN UT 84321 39661 X 2 KONRAD KALTENBORN MARY SCHUMACHER C/O 6405 S 3000 E STE 250 HOLLADAY UT 84121 40933 X 1 EQUITIES 39661 2023-12-19 2 SECURITIES 40933 2023-11-30 RAYMOND JAMES V588 PURCHASE 74739 88358 -13619 RAYMOND JAMES V588 PURCHASE 699436 672018 27418 EQUITIES 2874268 5056867 MUTUAL FUNDS 3145 2879 ETPS 970336 1318985 COHNE KINGHORN 634 SECURITIES COST BASIS ADJUSTMENT 20055 EXPENSES COMPUTER EXPENSES 167 INVESTMENT ADVISORY FEES 42212 42212 PENALTIES 156 OTHER INVESTMENT INCOME 538 538 FOUNDATION TAXES 6336 FOREIGN TAXES 353 353