2025-10-22T16:01:23+00:00 2024-12-31 440160260 Forvis Mazars LLP 250 E 200 S Suite 1200 Salt Lake City UT 84111 990PF 2024-01-01 876150803 Lawrence & Janet Dee Foundation LAWR 8016470604 PO Box 58767 Salt Lake City UT 84158 THOMAS DEE DIRECTOR 8016470604 2025-10-22 true Brad Wyatt P01578608 8015319100 2025-10-22 2024 2025-03-06 01:10:19Z X 63089834 X X 254355 254355 1266914 1266914 1003099 29888356 1003099 0 0 0 240501 184181 0 2764869 2708549 0 12500 12500 25493 0 0 25493 49750 12438 0 37313 344912 344912 0 0 51300 25538 0 0 0 0 0 13071 13071 82662 80047 0 0 579688 462935 0 88377 3041500 3041500 3621188 462935 0 3129877 -856319 2245614 0 722091 546268 546268 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 21405572 18960510 27905062 14742843 12554453 12410403 0 0 0 0 11862871 14940471 10776639 0 0 0 0 4415636 5290992 11451462 53149013 52292694 63089834 0 0 0 0 0 0 X 53149013 52292694 53149013 52292694 53149013 52292694 53149013 -856319 0 52292694 0 52292694 PUBLICLY TRADED SECURITIES LT COVERED P 2023-01-01 2024-12-31 17287586 16485347 802239 0 802239 PUBLICLY TRADED SECURITIES LT NON-COVERED P 2023-01-01 2024-12-31 145873 81739 64134 0 64134 PUBLICLY TRADED SECURITIES ST COVERED P 2024-01-01 2024-12-31 12399518 12318171 81347 0 81347 PUBLICLY TRADED SECURITIES ST NON-COVERED P 2024-01-01 2024-12-31 33 33 0 33 CAPITAL GAIN DISTRIBUTION P 2024-01-01 2024-12-31 55346 55346 0 55346 1003099 31214 0 31214 31214 37849 0 37849 6635 6635 0 false false false false false true true false true true UT false false false false false true WWW.DEEFOUNDATION.ORG FORVIS MAZARS 8015319100 250 E 200 S SUITE 1200 SALT LAKE CITY UT 84111 false true false false false false false false false false true false false false false false false false false false false false false NATHAN C DEE PO Box 58767 Salt Lake City UT 84158 DIRECTOR 1.00 2500 0 0 THOMAS D DEE III PO Box 58767 Salt Lake City UT 84158 DIRECTOR 1.00 2500 0 0 DAVID DEE PO Box 58767 Salt Lake City UT 84158 DIRECTOR 1.00 2500 0 0 ELISABETH DEE PO Box 58767 Salt Lake City UT 84158 DIRECTOR 1.00 2500 0 0 MATTHEW T DEE PO Box 58767 Salt Lake City UT 84158 DIRECTOR 1.00 2500 0 0 0 0 NONE NONE 0 41887717 2508335 15417081 59813133 0 59813133 897197 58915936 2945797 2945797 31214 31214 2914583 2914583 2914583 3129877 0 0 3129877 2914583 2880402 2020 0 0 0 0 0 0 0 3129877 2880402 0 0 249475 0 0 0 0 0 0 2665108 0 0 0 0 0 0 0 0 NOT APPLICABLE NOT APPLICABLE LAWRENCE AND JANET DEE FOUNDATION PO BOX 58767 SALT LAKE CITY UT 84158 8016470604 LETTER OF APPLICATION NONE; BUT SUGGESTED BY OCTOBER 22ND NONE CONTRIBUTIONS PO BOX 58767 SALT LAKE CITY UT 84158 NONE PC GENERAL SUPPORT - PLEASE SEE ATTACHED CONTRIBUTION DETAIL 3041500 3041500 0 0 14 254355 0 0 14 1266914 0 0 18 1003099 0 K-1 INCOME 721110 76 1 184181 0 OTHER INCOME 0 1 56244 0 76 2764793 0 2764869 false false false false false false false false false false ACCOUNTING FEES 49750 12438 37313 THE ATTORNEY GENERAL FOR THE STATE OF UTAH PREFERS THAT WE DO NOT SEND A COPY OF FORM 990-PF TO THEIR OFFICE UNLESS SPECIFICALLY REQUESTED. MORGAN STANLEY (See Attachment) 12554453 12410403 MORGAN STANLEY SECURITIES (See Attachment) 18960510 27905062 MORGAN STANLEY ALTERNATIVES (See Attachment) FMV 14940471 10776639 LEGAL FEES 25493 25493 INVESTMENT IN PARTNERSHIPS (See Attachment, Partnerships in Statements) 4415636 5290992 11451462 MEALS & ENTERTAINMENT 209 OFFICE SUPPLIES & SOFTWARE 1185 OTHER EXPENSES 6 POSTAGE & DELIVERY 400 FROM PASS THROUGH ACTIVITY 80047 80047 DUES & SUBSCRIPTIONS 815 K-1 INCOME 184257 184181 OTHER INCOME 56244 CONTRACT SERVICES 33756 33756 INVESTMENT FEES 311156 311156 EXCISE TAXES 25762 BROKERAGE FOREIGN TAXES 21701 21701 FOREIGN TAXES FROM PASS-THRU 3837 3837