2025-11-15T02:10:33-05:00 2024-12-31 946214841 ARMANINO ADVISORY LLC 170 S MAIN STREET STE 800 SALT LAKE CITY UT 84101 990PF 2024-01-01 870480108 THE ASHTON FAMILY FOUNDATION ASHT 8014432305 3200 WEST CLUBHOUSE DRIVE STE 200 LEHI UT 84043 DAVE HARKNESS EXECUTIVE DIRECTOR 8012261266 2025-11-12 true SAM DEDRICKSON P01781346 8014332140 2025-11-12 2024 2025-03-06 01:10:19Z X 430241 X X 123 123 14241 14046 70007 583598 70007 84371 84176 96000 5846 5846 186 186 4311 4311 106343 10343 0 207000 207000 313343 10343 207000 -228972 73833 22094 27802 27802 4701 4701 4701 573712 338853 397521 38 217 217 600545 371573 430241 0 X 600545 371573 600545 371573 600545 371573 600545 -228972 371573 371573 PUBLICLY TRADED SECURITIES P 317554 302763 14791 14791 PUBLICLY TRADED SECURITIES P 264608 210828 53780 53780 70007 14791 1026 1026 1026 4701 4701 3675 3675 false false false false false false false true true UT true false false false false true N/A BEESMARK INVESTMENTS 8014432305 3200 WEST CLUBHOUSE DRIVE STE 200 LEHI UT 84043 false false false false false false false false false false false false false false false false false false false false ADAM ASHTON 641 SOUTH PALISADE DRIVE OREM UT 84097 TRUSTEE 000.00 4000 0 0 ALAN C ASHTON 199 NORTH 290 WEST STE 100 LINDON UT 84042 TRUSTEE 000.00 4000 0 0 ALLISON NORTON 6026 WEST 11400 NORTH HIGHLAND UT 84003 TRUSTEE 000.00 4000 0 0 AMY JO YOUNG 2909 NORTH 1230 WEST PLEASANT GROVE UT 84062 TRUSTEE 000.00 4000 0 0 ANNIE ASHTON 641 SOUTH PALISADE DRIVE OREM UT 84097 TRUSTEE 000.00 4000 0 0 BRIGHAM ASHTON 946 EAST 500 SOUTH OREM UT 84097 TRUSTEE 000.00 4000 0 0 CHAD YOUNG 2909 NORTH 1230 WEST PLEASANT GROVE UT 84062 TRUSTEE 000.00 4000 0 0 ELIZA SMITH 26870 REGENCY PINES DRIVE KINGWOOD TX 77339 TRUSTEE 000.00 4000 0 0 ELIZABETH ASHTON 946 EAST 500 SOUTH OREM UT 84097 TRUSTEE 000.00 4000 0 0 EMILY ANN EDDINGTON 737 WEST 2490 NORTH PLEASANT GROVE UT 84062 TRUSTEE 000.00 4000 0 0 ERIN ASHTON 742 EAST 600 SOUTH OREM UT 84097 TRUSTEE 000.00 4000 0 0 HEATH WESTFALL 515 SOUTH PALISADE DRIVE PROVO UT 84097 TRUSTEE 000.00 4000 0 0 KAREN ASHTON 199 NORTH 290 WEST STE 100 LINDON UT 84042 TRUSTEE 000.00 4000 0 0 MELISSA ASHTON 11707 SUNRISE CIRCLE HIGHLAND UT 84003 TRUSTEE 000.00 4000 0 0 MICHAEL SMITH 26870 REGENCY PINES DRIVE KINGWOOD TX 77339 TRUSTEE 000.00 4000 0 0 MORGAN ASHTON 6017 WEST BULL RIVER ROAD HIGHLAND UT 84003 TRUSTEE 000.00 4000 0 0 PAUL EDDINGTON 737 WEST 2490 NORTH PLEASANT GROVE UT 84062 TRUSTEE 000.00 4000 0 0 REBEKAH WESTFALL 515 SOUTH PALISADE DRIVE PROVO UT 84097 TRUSTEE 000.00 4000 0 0 SAMUEL ASHTON 11707 SUNRISE CIRCLE HIIGHLAND UT 84003 TRUSTEE 000.00 4000 0 0 SPENCER ASHTON 974 E ROSEBROOK CIRCLE SANDY UT 84070 TRUSTEE 000.00 4000 0 0 STEPHANIE ASHTON 6017 WEST BULL RIVER ROAD HIGHLAND UT 84003 TRUSTEE 000.00 4000 0 0 STEPHEN ASHTON 742 EAST 600 SOUTH OREM UT 84097 TRUSTEE 000.00 4000 0 0 TOBY NORTON 6036 WEST 11400 NORTH HIGHLAND UT 84003 TRUSTEE 000.00 4000 0 0 TRACI ASHTON 974 E ROSEBROOK CIRCLE DRAPER UT 84020 TRUSTEE 000.00 4000 0 0 DAVE HARKNESS 3200 W CLUBHOUSE DRIVE STE 200 LEHI UT 84043 EXECUTIVE DI 000.00 0 0 0 NONE NONE N/A 565160 14221 4879 584260 584260 8764 575496 28775 28775 1026 1026 27749 27749 27749 207000 207000 27749 1129554 963755 184288 178144 187313 2643054 207000 27749 179251 2822305 0 1129554 1692751 963755 184288 178144 187313 179251 NONE ALAN C ASHTON CO DAVE HARKNESS 3200 WEST CLUBHOUSE DRIVE LEHI UT 84043 8014432305 WRITTEN REQUEST INCLUDING EXPLANATION OF NEED NONE NONE ABILITY FOUND ABILITY FOUND 2324 S CONSTITUTION BLVD 2324 S CONSTITUTION BLVD WEST VALLEY CITY UT 84119 NOT APPLICABLE PUBLIC UNRESTRICTED 4000 ASSISTANCE LEAGUE OF SALT LAKE CITY ASSISTANCE LEAGUE OF SALT LAKE CITY PO BOX 9353 PO BOX 9353 SALT LAKE CITY UT 84109 NOT APPLICABLE PUBLIC UNRESTRICTED 7500 BUILDING YOUTH AROUND THE WORLD BUILDING YOUTH AROUND THE WORLD 7678 SOUTH 5040 WEST 7678 SOUTH 5040 WEST WEST JORDAN UT 84081 NOT APPLICABLE PUBLIC UNRESTRICTED 6000 CROSSROADS URBAN CENTER CROSSROADS URBAN CENTER 347 SOUTH 400 EAST 347 SOUTH 400 EAST SALT LAKE CITY UT 84111 NOT APPLICABLE PUBLIC UNRESTRICTED 8000 EMPOWER MALI EMPOWER MALI 10412 N OAK CIRCLE 10412 N OAK CIRCLE HIGHLAND UT 84003 NOT APPLICABLE PUBLIC UNRESTRICTED 7000 ENGLISH LANGUAGE CTR OF CACHE VLY ENGLISH LANGUAGE CTR OF CACHE VLY 10412 N OAK CIRCLE 10412 N OAK CIRCLE HIGHLAND UT 84003 NOT APPLICABLE PUBLIC UNRESTRICTED 2500 EYE CARE 4 KIDS EYE CARE 4 KIDS 6911 SOUTH STATE STREET 6911 SOUTH STATE STREET MIDVALE UT 84047 NOT APPLICABLE PUBLIC UNRESTRICTED 5000 FAMILY HAVEN FAMILY HAVEN 1255 N 1200 W 1255 N 1200 W OREM UT 84057 NOT APPLICABLE PUBLIC UNRESTRICTED 3000 FREE WHEELCHAIR MISSION FREE WHEELCHAIR MISSION 15279 ALTON PARKWAY 300 15279 ALTON PARKWAY 300 IRVINE CA 92618 NOT APPLICABLE PUBLIC UNRESTRICTED 5000 FRIENDS FOR SIGHT FRIENDS FOR SIGHT 6715 SOUTH 1300 EAST 250 6715 SOUTH 1300 EAST 250 SALT LAKE CITY UT 84121 NOT APPLICABLE PUBLIC UNRESTRICTED 5000 GOOD DEED REVOLUTION GOOD DEED REVOLUTION 47 S ORANGE ST BLD A STE1 47 S ORANGE ST BLD A STE1 SALT LAKE CITY UT 84116 NOT APPLICABLE PUBLIC UNRESTRICTED 5000 IVU MED IVU MED 7984 SOUTH 1400 EAST 7984 SOUTH 1400 EAST SANDY UT 84094 NOT APPLICABLE PUBLIC UNRESTRICTED 7000 JUNIOR LEAGUE OF SALT LAKE CITY JUNIOR LEAGUE OF SALT LAKE CITY 526 E 300 S 526 E 300 S SALT LAKE CITY UT 84102 NOT APPLICABLE PUBLIC UNRESTRICTED 5000 KIDS ON THE MOVE KIDS ON THE MOVE 475 W 260 N 475 W 260 N OREM UT 84057 NOT APPLICABLE PUBLIC UNRESTRICTED 4000 LITTLE LAMBS FOUNDATION FOR KIDS LITTLE LAMBS FOUNDATION FOR KIDS 1125 W 400 N 200 1125 W 400 N 200 LOGAN UT 84321 NOT APPLICABLE PUBLIC UNRESTRICTED 5000 MOUNTAINLANDS COMMUNITY HEALTH CENT MOUNTAINLANDS COMMUNITY HEALTH CENTER 589 S STATE STREET 589 S STATE STREET PROVO UT 84606 NOT APPLICABLE PUBLIC UNRESTRICTED 7500 ONE HEART WORLDWIDE ONE HEART WORLDWIDE 8141 EL EXTENSO CT 8141 EL EXTENSO CT SAN DIEGO CA 92119 NOT APPLICABLE PUBLIC UNRESTRICTED 5000 OPERATION WARM OPERATION WARM PO BOX 882431 PO BOX 822431 PHILADELPHIA PA 19182 NOT APPLICABLE PUBLIC UNRESTRICTED 5000 OREM HIGH SCHOOL OREM HIGH SCHOOL 175 SOUTH 400 EAST 175 SOUTH 400 EAST OREM UT 84058 NOT APPLICABLE PUBLIC UNRESTRICTED 2000 PRO-LIFE UTAH PRO-LIFE UTAH 9676 S SHETTLESTON CIRCL 9676 S SHETTLESTON CIRCL SOUTH JORDAN UT 84009 NOT APPLICABLE PUBLIC UNRESTRICTED 8000 RONALD MCDONALD HOUSE RONALD MCDONALD HOUSE 935 E SOUTH TEMPLE 935 E SOUTH TEMPLE SALT LAKE CITY UT 84102 NOT APPLICABLE PUBLIC UNRESTRICTED 5000 SALT LAKE DONATED DENTAL SERVICES SALT LAKE DONATED DENTAL SERVICES 1383 S 900 W STE 128 1383 S 900 W STE 128 SALT LAKE CITY UT 84104 NOT APPLICABLE PUBLIC UNRESTRICTED 7500 SHELTER THE HOMELESS COMMITTEE SHELTER THE HOMELESS COMMITTEE 242 W PARAMOUNT AVENUE 242 W PARAMOUNT AVENUE SALT LAKE CITY UT 84115 NOT APPLICABLE PUBLIC UNRESTRICTED 5000 STELLA H OAKS FOUNDATION STELLA H OAKS FOUNDATION 90 W 500 S 326 90 W 500 S 326 BOUNTIFUL UT 84010 NOT APPLICABLE PUBLIC UNRESTRICTED 7500 TECH-MOMS TECH-MOMS 1807 E MAPLE DR 1807 E MAPLE DR BOUNTIFUL UT 84010 NOT APPLICABLE PUBLIC UNRESTRICTED 4000 THANKSGIVING HEROES THANKSGIVING HEROES 129 E 13800 S STE B2 151 129 E 13800 S STE B2 151 DRAPER UT 84020 NOT APPLICABLE PUBLIC UNRESTRICTED 2500 THE FATHERS AND FAMILIES COALITION THE FATHERS AND FAMILIES COALITION PO BOX 27983 PO BOX 27983 SALT LAKE CITY UT 84127 NOT APPLICABLE PUBLIC UNRESTRICTED 7500 THE REFUGE UTAH THE REFUGE UTAH 1433 E 840 N 1433 E 840 N OREM UT 84097 NOT APPLICABLE PUBLIC UNRESTRICTED 7500 THE RISE & REBUILD FOUNDATION THE RISE & REBUILD FOUNDATION 3008 EAST FALLENTINE ROAD 3008 EAST FALLENTINE ROAD SANDY UT 84093 NOT APPLICABLE PUBLIC UNRESTRICTED 10000 TUACAHN CENTER FOR THE ARTS TUACAHN CENTER FOR THE ARTS 1100 N TUACAHN DRIVE 1100 N TUACAHN DRIVE IVINS UT 84738 NOT APPLICABLE PUBLIC UNRESTRICTED 8000 UTAH FOOD BANK UTAH FOOD BANK 3150 SOUTH 900 WEST 3150 SOUTH 900 WEST SALT LAKE CITY UT 84119 NOT APPLICABLE PUBLIC UNRESTRICTED 7000 UTAH YOUTH VILLAGE UTAH YOUTH VILLAGE 5800 SOUTH HIGHLAND DR 5800 SOUTH HIGHLAN DR SALT LAKE CITY UT 84121 NOT APPLICABLE PUBLIC UNRESTRICTED 7500 VOLUNTEERS OF AMERICA VOLUNTEERS OF AMERICA 435 W BEARCAT DR 435 W BEARCAT DR SALT LAKE CITY UT 84115 NOT APPLICABLE PUBLIC UNRESTRICTED 5000 WASATCH FORENSIC NURSES WASATCH FORENSIC NURSES 1565 EAST 3300 SOUTH 1565 EAST 3300 SOUTH SALT LAKE CITY UT 84106 NOT APPLICABLE PUBLIC UNRESTRICTED 7500 WASTE LESS SOLUTIONS WASTE LESS SOLUTIONS 999 E MURRAY HOLLADAY RD 999 E MURRAY HOLLADAY RD SALT LAKE CITY UT 84117 NOT APPLICABLE PUBLIC UNRESTRICTED 5000 YOUTHLINC YOUTHLINC 1166 E BRICKYARD ROAD 1166 E BRICKYARD ROAD SALT LAKE CITY UT 84106 NOT APPLICABLE PUBLIC UNRESTRICTED 4000 207000 14 123 14 14241 14 70007 84371 84371 false false false false false false false false false false ACCOUNTING FEES 5846 5846 ABBVIE 3831 4586 ALPHABET INC CL A 3858 4058 AIR PRODUCTS & CHEM AMER CENT SMALL CAP 7044 9730 AMER BOND FUND OF AMER AMGEN INC COM 2606 2898 ANALOG DEVICES INC 1679 1688 ARCHER DANIELS MIDLAND AT&T INC 2710 2732 BANK OF AMERICA 5673 8834 BNY MELLON 2729 2729 BNY MELLON GLB EMER MRKTS 7369 8271 BLACKROCK INC. 3975 6534 BRANDYWINE GLOBAL CORP CRD 7806 8350 BROADCOM LTD CHENIERE ENERGY INC NEW 1845 2318 CHUBB LTD 3135 3598 CME GROUP 3330 3870 COLGATE PALMOLIVE 3848 4603 CONSTELLATION ENERGY CORP 1979 2264 CORNING CROWN CASTLE REIT INC DELL TECHNOLOGIES INC CL C 2628 2776 DELAWARE EMERGING MARKETS DWS ENHANCED COMMODITY 8603 8363 EXXON MOBIL CORP 5522 6951 FEDERATED HRMS TTL RET 10749 10297 GOLDMAN SACHS 6628 9254 GOLDMAN SACHS CQG INTL OPP I 4657 5574 GUGGENHEIM TOTAL RETURN 10371 10303 HOME DEPOT INC 6131 8263 HONEYWELL 8340 10024 INVESCO DEVELOPING MARKETS 3836 4111 INVESCO OPTIMUM YIELD ISHARES 20+ YEARS 9149 9165 ISHARES JP MORGAN EM BOND ISHARES MBS ETF 7334 7170 ISHARES MSCI EAFE 14087 15896 ISHARES RUSSELL 1000 VALUE ETF 25511 24859 ISHARES SHORT TREASURY 1053 1052 ISHARES TIPS BOND 8424 8198 JOHN HANCOCK DISC VALUE 3818 4380 JOHNSON & JOHNSON COM 2681 4896 JP MORGAN MIDCAP 7242 9179 JPMORGAN CHASE & CO 6486 10840 MACQUIRE EMERGING MARKETS I 3348 4029 M&T BANK CORP 3623 3962 MC DONALDS CORP 2655 2810 MEDTRONIC PLC SHS MERCK AND CO INC SHS 703 670 MFS EMERGING MARKETS 7866 8248 MICROSOFT NEXTERRA ENERGY 2595 3439 NORTHROP 3424 3604 OAKMARK INTERNATIONAL 5809 6058 PROCTOR & GAMBLE 4492 5362 PROLOGIS INC 5102 4884 REPUBLIC SERVICES SEMPRA 4071 4767 SHERWIN WILLIAMS 4271 6356 SPDR BLOOMBERG 969 968 SPDR BLOOMBERG HIGH YIELD SPDR GOLD TRUST 6930 10375 SPDR S&P 500 ETF 13459 20226 STARBUCKS CORP WASHINGTON 2322 2762 TMOBILE 2904 4627 THE CIGNA GROUP UNITED HEALTH GP INC 5485 5528 VANECK GOLD MINERS ETF 7971 9455 VANGUARD EXTENDED DUR TREAS 436 425 VANGUARD LONG TERM GOV. VANGUARD MID CAP 6197 7792 VANGUARD MIDCAP GROWTH 3619 4832 VANGUARD SMALL CAP ETF 13637 17427 VANGUARD TOTAL BOND MARKET 10298 10301 VERIZON COMMUNICATIONS INC VISA INC DIVIDEND RECEIVABLE 38 217 217 EXPENSES INVESTMENT EXPENSES 3363 3363 MEALS-MEETING 948 948 FOREIGN TAXES 186 186 FEDERAL TAX