2025-11-14T15:38:05-05:00 2024-12-31 331334621 SMITH TAX ADVISORS LLC 5505 S 900 E STE 140 SALT LAKE CITY UT 84117 990PF 2024-01-01 204214804 THE FRANCES W BURTON FOUNDATION FRAN 8012432843 7941 S MAJESTIC RIDGE DR SALT LAKE CITY UT 84121 KIM PLAUTZ TRUSTEE 8012432843 2025-11-14 true KRISTINE F SMITH EA P00475907 8015061110 2025-11-14 2024 2025-03-06 01:10:19Z X 7688739 X 81954 639 639 85518 85518 1331938 3417861 250 126 126 1500175 86533 4700 4700 310 310 56754 56556 61764 61566 0 404942 404942 466706 61566 404942 1033469 24967 18128 144313 144313 3847749 4738664 7544426 3865877 4882977 7688739 0 X 3865877 4882977 3865877 4882977 3865877 4882977 3865877 1033469 4899346 16369 4882977 250 347 347 347 347 false false false false false false false true true UT true false false false false true N/A FIRST WESTERN ADVISORS 8019306500 6405 S 3000 E STE 250 SALT LAKE CITY UT 84121 false false false false false false false false false false false false false false false false false false false false KIM PLAUTZ 7941 S MAJESTIC RIDGE DR SALT LAKE CITY UT 84121 TRUSTEE 0.00 0 0 0 BRET GUNDERSON 146 E 1020 N OREM UT 84057 MEMBER 0.00 0 0 0 GARY W TERAN 6405 S 3000 E STE 250 HOLLADAY UT 84121 MEMBER 0.00 0 0 0 ANDREA W BAUER 7325 WHILEAWAY RD PARK CITY UT 84098 MEMBER 0.00 0 0 0 JOHN S BRADLEY 11 E BROADWAY 11TH FLOOR SALT LAKE CITY UT 84111 MEMBER 0.00 0 0 0 SCOTT BURTON 1124 E SUNSET DUNES WAY DRAPER UT 84020 MEMBER 0.00 0 0 0 NONE NONE N/A 5974679 89676 1131905 7196260 7196260 107944 7088316 354416 354416 347 347 354069 354069 354069 404942 404942 354069 9121 12662 78194 37716 137693 404942 354069 50873 188566 0 9121 179445 12662 78194 37716 50873 GARY W TERAN 6405 S 3000 E STE 250 SALT LAKE CITY UT 84121 8019306500 NONE NONE NONE AAUW ST GEORGE PO BOX 790 ST GEORGE UT 84771 NONE EXEMPT GENERAL FUND SUPPORT 5000 ADOPT A NATIVE ELDER P O BOX 3401 PARK CITY UT 840603401 NONE EXEMPT GENERAL FUND SUPPORT 5000 ALASKAN SUDAN MEDICAL PROJECT PO BOX 230183 ANCHORAGE AK 99523 NONE EXEMPT GENERAL FUND SUPPORT 500 ANCHORAGE GOSPEL RESCUE MISSION 2823 E TUDOR RD ANCHORAGE AK 99507 NONE EXEMPT GENERAL FUND SUPPORT 1000 ANCHORAGE OPERA 1507 SPAR AVE ANCHORAGE AK 99501 NONE EXEMPT GENERAL FUND SUPPORT 20000 ANGEL FLIGHT WEST 3161 DONALD DOUGLAS LOOP SANTA MONICA CA 90405 NONE EXEMPT GENERAL FUND SUPPORT 8000 ARCHDIOCESE OF ANCHORAGE 225 CORDOVA ST ANCHORAGE AK 99501 NONE EXEMPT GENERAL FUND SUPPORT 10000 ASSISTANCE LEAGUE OF SLC P O BOX 9353 SLC UT UT 84109 NONE EXEMPT GENERAL FUND SUPPORT 5000 BEANS CAFE 1020 E 4TH AVE ANCHORAGE AK 99501 NONE EXEMPT GENERAL FUND SUPPORT 1000 BROTHER FRANCIS SHELTER 410 THORSHEIM ST KODIAK AK 99615 NONE EXEMPT GENERAL FUND SUPPORT 500 CATHOLIC RELIEF SERVICES PO BOX 5278 TIPTON IA 527720517 NONE EXEMPT GENERAL FUND SUPPORT 7500 CATHOLIC SOCIAL SERVICES 224 NORTH 2200 WEST SALT LAKE CITY UT 84116 NONE EXEMPT GENERAL FUND SUPPORT 18482 CHOICE HUMANITARIAN 7879 S 1530 W STE 200 WEST JORDAN UT 840888314 NONE EXEMPT GENERAL FUND SUPPORT 10000 CHRISTMAS BOX HOUSE 3660 SOUTH WEST TEMPLE SALT LAKE CITY UT 84115 NONE EXEMPT GENERAL FUND SUPPORT 20000 COMMUNITY NURSING SERVICES 2830 S REDWOOD RD STE A WEST VALLEY CITY UT 84119 NONE EXEMPT GENERAL FUND SUPPORT 10000 COVENANT HOUSE ALASKA 755 A STREET ANCHORAGE AK 99501 NONE EXEMPT GENERAL FUND SUPPORT 2000 CYRANOS THEATRE COMP 3800 DEBARR RD ANCHORAGE AK 99508 NONE EXEMPT GENERAL FUND SUPPORT 500 DOCTORS WITHOUT BORDERS PO BOX 5030 HAGERSTOWN MD 217415030 NONE EXEMPT GENERAL FUND SUPPORT 21000 EQUAL JUSTICE INITIATIVE 122 COMMERCE ST MONTGOMERY AL 36104 NONE EXEMPT GENERAL FUND SUPPORT 500 FEEDING HOPE AND HUNGER 387 E 170 S LINDON UT 84042 NONE EXEMPT GENERAL FUND SUPPORT 20000 FOOD FOR THE POOR 6401 LYONS ROAD COCONUT CREEK FL 33073 NONE EXEMPT GENERAL FUND SUPPORT 3000 FRATERNITY WITHOUT BORDERS 415 E 75TH ST APT B NEW YORK NY 100213180 NONE EXEMPT GENERAL FUND SUPPORT 20000 HABITAT FOR HUMANITY (CHELAN) 518 E WOODIN AVE CHELAN WA 98816 NONE EXEMPT GENERAL FUND SUPPORT 11000 HOMEBOY INDUSTRIES 130 W BRUNO STREET LOS ANGELES CA 90012 NONE EXEMPT GENERAL FUND SUPPORT 500 INTERMOUNTAIN HEALTHCARE FOUNDATION BRYAN SPRATT-KEYBNK TOWER 36 S STATE ST FL 8 SLC UT 841111759 NONE EXEMPT GENERAL FUND SUPPORT 40000 KIDS ON THE MOVE 475 HOSPITAL DR OREM UT 84057 NONE EXEMPT GENERAL FUND SUPPORT 5000 MILLIE'S FOUNDATION 2873 ETINNE WAY SANDY UT 84093 NONE EXEMPT GENERAL FUND SUPPORT 15000 NATIONAL ABILITY CENTER ATTN JAN DRAKE 1000 ABILITY WAY PARK CITY UT 840607464 NONE EXEMPT GENERAL FUND SUPPORT 10000 NATURE CONSERVANCY OF ALASKA 715 L STREET SUITE 100 ANCHORAGE AK 99501 NONE EXEMPT GENERAL FUND SUPPORT 1300 NEIGHBORHOOD HOUSE 1050 S 500 S SALT LAKE CITY UT 84109 NONE EXEMPT GENERAL FUND SUPPORT 15000 NUAP NORTHERN UTAH AUTISM PROGRAM 1100 ORCHARD AVENUE OGDEN UT 84404 NONE EXEMPT GENERAL FUND SUPPORT 2500 OCEAN CONSERVANCY 1300 19TH STREET NW 8TH FLOOR WASHINGTON DC 20036 NONE EXEMPT GENERAL FUND SUPPORT 1000 PEOPLE HELPING PEOPLE 3205 MADISON AVENUE INDIANAPOLIS IN 46227 NONE EXEMPT GENERAL FUND SUPPORT 10000 RISING STAR OUTREACH C/O AMY HUMPHREY 3521 N UNIVERSITY AVE 250 PROVO UT 84604 NONE EXEMPT GENERAL FUND SUPPORT 7500 SHELTERBOX USA PO BOX 103299 PASADENA CA 911893299 NONE EXEMPT GENERAL FUND SUPPORT 1000 ST ELIZABETH ANN SETON PARISH 2901 HUFFMAN RD ANCHORAGE AK 99516 NONE EXEMPT GENERAL FUND SUPPORT 4000 ST JUDES CHILDRENS HOSPIPAL 501 SAINT JUNE PL MEMPHIS TN 38105 NONE EXEMPT GENERAL FUND SUPPORT 15000 THE BRADLEY CENTER P O BOX 115 WEST JORDAN UT 84084 NONE EXEMPT GENERAL FUND SUPPORT 5000 THE HAPPY FACTORY INC 895 N 2175 W CEDAR CITY UT 84721 NONE EXEMPT GENERAL FUND SUPPORT 5000 TREKKING FOR KIDS C/O TRICIA DONALDSON 1747 HEATHER DR OREM UT 84097 NONE EXEMPT GENERAL FUND SUPPORT 12160 UNITED WAY OF ANCHORAGE 3350 COMMERCIAL DR ANCHORAGE AK 99501 NONE EXEMPT GENERAL FUND SUPPORT 5000 UTAH FAMILY SUPPORT CENTER 1760 WEST 4805 SOUTH TAYLORSVILLE UT 84129 NONE EXEMPT GENERAL FUND SUPPORT 5000 UTAH FOOD BANK 3150 S 900 W SOUTH SALT LAKE UT 841192471 NONE EXEMPT GENERAL FUND SUPPORT 20000 VOLUNTEERS OF AMERICA 1660 DUKE STREET ALEXANDRIA VA 22314 NONE EXEMPT GENERAL FUND SUPPORT 2500 WASATCH THEATRE 1629 E JAMESTOWN DR MURRAY UT 84121 NONE EXEMPT GENERAL FUND SUPPORT 5000 WILSON'S DISEASE FOUNDATION 1732 1ST AVE STE 20043 NEW YORK NY 10128 NONE EXEMPT GENERAL FUND SUPPORT 5000 WOMEN OF THE WORLD 489 EAST 10735 SOUTH SANDY UT 84070 NONE EXEMPT GENERAL FUND SUPPORT 7500 WORLD FOOD PROGRAM PO BOX 96316 WASHINGTON DC 200906316 NONE EXEMPT GENERAL FUND SUPPORT 1000 YMCA OF NORTHERN UTAH 675 E 2100 S STE 200 SALT LAKE CITY UT 84106 NONE EXEMPT GENERAL FUND SUPPORT 4000 404942 639 85518 126 1331938 1418221 1418221 false false false false false false false false false false X X 1 MARY C SCHUMACHER 6640 LAWLOR CIR ANCHORAGE AK 99502 39982 X 2 KONRAD KALTENBORN MARY SCHUMACHER C/O 6405 S 3000 E STE 250 HOLLADAY UT 84121 41972 X 2 SECURITIES 41972 2024-11-25 4700 4700 RAYMOND JAMES -C491 ST NONCOVERED PURCHASE 321435 300356 21079 RAYMOND JAMES -V588 ST NONCOVERED PURCHASE 497177 460716 36461 RAYMOND JAMES -V588 LT NONCOVERED PURCHASE 2598999 1324851 1274148 EQUITIES 3987731 6447564 MUTUAL FUNDS ETPS 750933 1096862 SECURITIES COST BASIS ADJUSTMENT 16369 EXPENSES COMPUTER EXPENSES 167 INVESTMENT ADVISORY FEES 58228 58228 CHECK PRINTING 31 WELLS FARGO LITIGATION FUND -1672 -1672 126 126 FOREIGN TAXES 310 310