2024-11-14T13:57:53-08:00 2023-12-31 464061929 AJW Advisory Group PLC 2520 E University Dr Ste 103 Tempe AZ 85288 990PF 2023-01-01 870529714 JUNE MORRIS & FRENDT FAMILY FOUNDATION FOMERLY MITCHELL & JUNE MORRIS FOUNDATIO JUNE 8019719449 4285 WHITE WAY SALT LAKE CITY UT 84124 RICHARD W FRENDT Trustee 2024-11-14 true true DONALD W WINKLER P00106027 8016769778 2023 2024-10-15 13:58:12Z X 4782403 X 5570 X 3885 3885 3885 93087 93087 93087 8941 1183412 8941 31182 142665 105913 96972 251 251 251 5570 5570 5570 18810 710 710 35871 35871 35871 60502 42402 42402 0 241000 241000 301502 42402 42402 241000 -158837 63511 54570 261032 118459 118459 9870 18507 18507 2242700 2521782 4645437 -16079 2497523 2658748 4782403 0 X 2497523 2658748 2497523 2658748 2497523 2658748 2497523 -158837 320062 2658748 2658748 ROCKEFELLER CAPITAL MGT RJM-003366 P 2023-01-01 2023-12-31 4589 4763 -174 -174 ROCKEFELLER CAPITAL MGT RJM-003366 P 2000-01-01 2023-12-31 54618 68994 -14376 -14376 ROCKEFELLER CAPITAL MGT RJM-003367 P 2023-01-01 2023-12-31 445826 460721 -14895 -14895 ROCKEFELLER CAPITAL MGT RJM-003367 P 2000-01-01 2023-12-31 59013 45262 13751 13751 ROCKEFELLER CAPITAL MGT RJM-003368 P 2023-01-01 2023-12-31 41776 51016 -9240 -9240 ROCKEFELLER CAPITAL MGT RJM-003368 P 2000-01-01 2023-12-31 101434 88288 13146 13146 ROCKEFELLER CAPITAL MGT RJM0003369 P 2023-01-01 2023-12-31 90973 106265 -15292 -15292 ROCKEFELLER CAPITAL MGT RJM-003369 P 2000-01-01 2023-12-31 189701 205339 -15638 -15638 ROCKEFELLER CAPITAL MGT RJM-003370 P 2000-01-01 2023-11-06 86040 29520 56520 56520 ROCKEFELLER CAPITAL MGT RJM-003371 P 2000-01-01 2023-12-31 57696 68163 -10467 -10467 ROCKEFELLER CAPITAL MGT RJM-003372 P 2023-01-01 2023-12-31 14284 15229 -945 -945 ROCKEFELLER CAPITAL MGT RJM-003372 P 2000-01-01 2023-12-31 37462 30911 6551 6551 8941 -40546 883 883 883 18767 18767 X 17884 17884 false false false false false false false true true UT true false false false false true N/A RICHARD W FRENDT 8019719449 4285 WHITE WAY SALT LAKE CITY UT 84124 false false false false false false false false false false false false false false false false false false false false false false RICHARD W FRENDT 4277 PARK TERRACE DRIVE SALT LAKE CITY UT 84124 Trustee 1.00 0 NONE NONE 4353449 171244 0 4524693 0 4524693 67870 4456823 222841 222841 883 883 221958 221958 221958 241000 241000 221958 545000 177301 3629091 4351392 241000 0 221958 19042 4370434 0 4370434 545000 177301 3629091 19042 RICHARD W FRENDT X JOHN A MORAN EYE CENTER 65 MARIO CAPECCHI DRIVE SALT LAKE CITY UT 84113 NONE PC EYES RESEARCH 5000 UNIVERSITY OF UTAH 201 PRESIDENTS CIRCLE SALT LAKE CITY UT 84112 NONE PC EDUCATIONAL 100000 SOUTHERN UTAH WILDERNESS ALLIANCE 425 E 100 S SALT LAKE CITY UT 84111 NONE PC WILDERNESS PRESERVATION 55000 RONALD MCDONALD HOUSE 935 E SOUTH TEMPLE SALT LAKE CITY UT 84102 NONE PC HUMANITARIAN ASSISTANCE 16000 THE CHILDREN'S CENTER 350 S 400 E SALT LAKE CITY UT 84111 NONE PC CHILDREN'S NEEDS 10000 US SKI AND SNOWBOARD FOUNDATION 1 VICTORY LANE BOX 100 PARK CITY UT 84060 NONE PC TRAINING AND DEVELOPMENT 55000 241000 14 3885 14 93087 8941 FEDERAL TAX REFUND PARTNERSHIP INTERESTS 16 31182 128154 8941 137095 false false false false false false false false false false ACCOUNTING FEES 5570 5570 5570 0 LEGAL FEES 251 251 251 0 BANK CHARGES 279 279 279 INVESTMENT FEES 35329 35329 35329 PENALTIES 263 263 263 PARTNERSHIP INTERESTS 31182 NON-DIVIDEND DISTRIBUTIONS 712 FEDERAL TAX EXPNSE 18100 FOREIGN TAX PAID 710 710 710