2024-07-10T10:53:24-07:00 2023-12-31 371658522 RUESCH AND COMPANY LLC 101 S 200 E SUITE 150 SALT LAKE CITY UT 84111 990PF 2023-01-01 810614105 LS Peery Foundation LSPE 8013233609 PO Box 45385 Salt Lake City UT 841450385 Charles H Livsey Secretary 8013233609 2024-04-09 true Charles Livsey XXX-XX-XXXX true Chortney B Ruesch CPA P01070225 8018729798 2024-07-10 3 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 29699958 X X 524434 524434 316764 8573926 316764 0 0 841198 841198 298000 283100 14900 39860 37867 1993 22000 20900 1100 274315 274265 60 103945 28671 1274 0 891 0 891 1654 1572 82 740665 646375 20300 1326000 1326000 2066665 646375 1346300 -1225467 194823 4027 91450 91450 0 0 25512199 24724999 29608508 0 0 0 0 0 0 25516226 24816449 29699958 5000 0 0 0 0 0 5000 0 X 25511226 24816449 25511226 24816449 25516226 24816449 25511226 -1225467 530690 24816449 24816449 Short Term Capital Gains/Losses P 2023-06-30 2023-12-31 3049028 0 3056709 -7681 0 0 0 -7681 Long Term Capital Gains/Losses P 2022-12-30 2023-12-31 5524898 0 5200453 324445 0 0 0 324445 316764 -7681 2708 0 2708 0 2708 17000 5000 22000 -22000 19292 19292 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 841111417 false false false false true true false false false false false false false false false false false false false false false Leslie Peery Howa PO Box 45385 Salt Lake City UT 841450385 Board Chair and Board Member 35.00 126000 0 0 Scott C Ulbrich PO Box 45385 Salt Lake City UT 841450385 Board Member 35.00 121000 0 0 Charles H Livsey PO Box 45385 Salt Lake City UT 841450385 Board Member 1.00 0 0 0 Elizabeth Bernhard PO Box 45385 Salt Lake City UT 841450385 Board Member 5.00 51000 0 0 NONE 0 RW Baird 222 S Main St Ste 1840 Salt Lake City UT 84101 Custodian and Investment Management 248625 0 28392633 0 0 28392633 0 28392633 425889 27966744 1398337 1398337 2708 2708 1395629 1395629 1395629 1346300 1346300 1395629 1035235 1677706 639516 0 0 3352457 1346300 0 1346300 0 49329 49329 3303128 0 0 0 0 985906 2317222 1677706 639516 0 0 0 None None X Heart & Soul PO Box 526142 Salt Lake City UT 84152 Public Charity General financial support 25000 Intermountain Therapy Animals 4050 S 2700 E Salt Lake City UT 84070 Public Charity General financial support 10000 Ogden Nature Center 966 W 12th Street Ogden UT 84403 Public Charity General financial support 200000 The Utah Nordic Alliance 702 Third Avenue Salt Lake City UT 84103 Public Charity General financial support 26000 Utah Open Lands 2188 S Highland Dr 203 Salt Lake City UT 84106 Public Charity General financial support 100000 University of Utah - Dept of Orthopaedics 540 Arapeen Drive Suite 200 Salt Lake City UT 84108 Public University General Financial Support 800000 Disability Law Center 205 North 400 West Salt Lake City UT 84103 Public Charity General Financial Support 25000 Salt Lake Film Society 111 E Broadway Ste 99 Salt Lake City UT 84111 Public Charity General Financial Support 5000 The Malinois Foundation 2971 W 560 S Lehi UT 84043 Public Charity General Financial Support 20000 Utah Golf Foundation 4444 S 700 E Suite 105 Millcreek UT 84107 Public Charity General Financial Support 30000 Lincoln County Animal Shelter 510 NE Harney St Newport OR 97365 Public Charity General Financial Support 20000 Bountiful City 795 S Main St Bountiful UT 84010 Public Charity General Financial Support 20000 Dig Deep Right to Water Project 932 Wilson St Los Angeles CA 90021 Public Charity General Financial Support 15000 Boulder Mountain Tour PO Box 5868 Ketchum ID 83340 Public Charity General Financial Support 5000 Sageland Collaborative 824 S 400 W Salt Lake City UT 84101 Public Charity General Financial Support 15000 Wasatch Mountain Institute PO Box 982137 Park City UT 84098 Public Charity General Financial Support 10000 1326000 524434 316764 Other Income 841198 841198 4 Dividends and Interest on Investments. Investments and income are used to fund gifting. 8 Net Capital Gains/Losses on Investments. Investments may be used to fund gifting. 11 Other Income. Investments and income are used to fund gifting. false false false false false false false false false false RUESCH AND COMPANY LLC TAX AND ACCOUNTING 22000 20900 1100 Sales of Publicly Traded Securities - Short Term 2023-06 2023-12 3049028 3056709 -7681 Sales of Publicly Traded Securities - Long Term 2022-12 2023-12 5524898 5200453 324445 Baird Hahn Capital 1011615 1584530 Partner Group Private Equity 6063 2278873 2367209 Baird Riverfront Con 2728425 2765908 Baird Neuberger Madison 1825734 2757433 Baird Blackrock 2026314 2201934 Baird Ironwood/Adv Choice 1532636 2003437 Baird PIMCO 1337651 1148383 Baird Thornburg/WCM 1994339 2391257 Baird Tactical Opp/Riverfront Mod 1981555 2056825 Baird Western Asset Manager 1294805 1087864 Baird Laddered/Cash 124054 124540 Wasatch Micro 1361127 1877161 Wasatch Small Cap Growth 1161440 1822058 Wasatch Small Cap Value 2112091 2994781 Wasatch Large Cap 1954340 2425188 RAY QUINNEY & NEBEKER PC LEGAL 39860 37867 1993 D&O Insurance 1143 1085 58 Bank Fees 29 29 0 Candid Study 482 458 24 Prior Period Adjustments/Temporary Differences 530690 Wasatch Advisors Investment Management 23707 23707 0 R.W. Baird Investment Management 248625 248635 0 Paychex Payroll Processing 1983 1923 60 Foreign Tax Paid 3469 3469 0 Payroll Taxes 25476 25202 1274 Income Tax Estimates 75000 0 0