2024-08-20T14:18:50-05:00 2023-12-31 BDO USA 299 S MAIN ST 10TH FLOOR SALT LAKE CITY UT 84111 990PF 2023-01-01 870678568 Hoellein McMickell Family Foundation % BRITTNEE MCMICKELL HOEL 4807663087 436 CHAPEL DOWNS CT SOUTHLAKE TX 76092 BRITTNEE H MCMICKELL CO-PRESIDENT 4807663087 2024-07-25 true true Will Stevens P00167401 8012691818 2024-07-25 2023 2024-08-08 14:25:15Z X 1844994 X 0 X 6246 6246 29671 29671 18255 80358 18255 54172 54172 0 4340 2170 0 0 14501 14501 175 175 407 114 19423 16960 0 0 65000 65000 84423 16960 0 65000 -30251 37212 35061 4970 11376 11376 37691 38687 34953 1251601 1247775 1657526 145902 146960 139840 0 0 1299 1475225 1444798 1844994 0 0 X 1475225 1475225 0 1475225 0 1475225 -30251 1444974 176 1444798 UBS 3123 2004-11-02 2023-12-31 35158 22512 12646 12646 UBS 3275 (ST) 2023-01-01 2023-12-31 21164 21640 -476 -476 UBS 3275 (LT) 2019-05-01 2023-12-31 15845 17951 -2106 -2106 18255 517 517 517 160 0 700 860 343 343 false false false false false false false true true TX UT false false false false false true BRITTNEE MCMICKELL 4807663087 436 CHAPEL DOWNS CT SOUTHLAKE TX 76092 false false false false false false false false false false false false false false false false false false false false false false MICHAEL B MCMICKELL 436 CHAPEL DOWNS CT SOUTHLAKE TX 76092 CO-PRESIDENT 0 0 0 0 BRITTNEE MCMICKELL 436 CHAPEL DOWNS CT SOUTHLAKE TX 76092 CO-PRESIDENT 0 0 0 0 N/A NONE 1694212 8628 1299 1704139 0 1704139 25562 1678577 83929 83929 517 517 83412 83412 83412 65000 0 0 0 0 65000 83412 0 2021 2020 2019 0 25922 25922 65000 0 65000 0 18412 18412 7510 0 0 7510 7510 NA NA X UNIVERSITY OF NOTRE DAME GIFT MANAGEMENT 1100 GRACE HALL NOTRE DAME IN 46556 NONE PC SUPPORT OF HIGHER EDUCATION 25000 GALAPAGOS CONSERVANCY 11150 FAIRFAX BLVD SUITE 408 FAIRFAX VA 22030 NONE PC SUPPORT WILDLIFE CONSERVATION 5000 LEWA WILDLIFE CONSERVANCY PO BOX 4449 NEW YORK NY 10163 NONE PC BUILDING OF REHEMA CHILDRENS' HOME IN KENYA FOR ORPHANED AND ABANDONED CHILDREN 5000 ASU FOUNDATION PO Box 2260 Tempe AZ 85280 NONE PC ASU Student Research - Embedded Systems for Smart Agriculture 30000 65000 14 6246 14 29671 18 18255 54172 54172 false false false false false false false false false false ACCOUNTING FEES 4340 2170 NONE Utah does not require a copy to be filed. SHELL INTL FIN NTS 0 0 VERIZON COMMUNICATIONS 0 0 CVS HEALTH CORP NTS B/E 0 0 WELLS FARGO & CO B/E 0 0 CITIGROUP INC B/E 0 0 COMCAST CORP NTS B/E 0 0 JPMORGAN CHASE & CO B/E 0 0 GOLDMAN SACHS GROUP INC 0 0 BANK OF AMER CORP B/E 0 0 AMAZON COM INC B/E 0 0 ENTERPRISE PRODUCTS OPER 0 0 FNMA PL MA4438 0 0 AT&T INC NTS B/E 0 0 FNMA PL MA4587 0 0 FNMA PL MA5163 0 0 FHLMC PL SD8195 0 0 FHLMC PL RA6815 0 0 FHLMC PL FS0957 0 0 FNMA PL MA4656 0 0 FNMA PL MA4732 0 0 FHLMC PL SD8255 0 0 FHLMC PL SD8267 0 0 FNMA PL MA4842 0 0 UBS 3275 (SEE ATTACHED) 146960 139840 WESTERN ASSET SMASH SERIES M 0 0 WESTERN ASSET SMASH SERIES C 0 0 WESTERN ASSET SMASH SERIE CORE 0 0 ISHARES RUSSELL 1000 VALUE ETF 0 0 ISHARES RUSSELL 1000 GROWTH 0 0 ISHARES S&P SMALLCAP 600 0 0 ISHARES RUSSELL MIDCAP ETF 0 0 AMERICAN FUNDS INTERNATIONAL 0 0 DELAWARE SMALL CAP VALUE INSTL 0 0 JOHCM INTERNATIONAL SELECT 0 0 UBS 3275 (SEE ATTACHED) 220074 173817 UBS 3123 (SEE ATTACHED) 1027701 1483709 38687 34953 ACCRUED INTEREST 0 0 1299 INVESTMENT DISCREPANCIES 176 PROFESSIONAL MGMT FEES 14501 14501 FOREIGN TAXES 114 114 FEDERAL TAXES 293