2025-03-25T10:56:44-04:00 2024-12-31 454791513 KNIGHTON ERB & COMPANY LLC 2180 S 1300 E STE 360 SALT LAKE CITY UT 841067814 990PF 2024-01-01 870638640 BERTIN FAMILY FOUNDATION BERT 3852895871 723 MONT CLAIR DRIVE NORTH SALT LAKE UT 84054 KIM C BERTIN TRUSTEE 2025-03-17 true false TROY W KNIGHTON CPAPFS P00420482 8015969999 2025-03-25 2024 2025-03-06 01:10:19Z X 42190677 X X 30226 30226 1063528 1063528 213045 12155607 213045 1306799 1306799 6710 3355 3355 136682 136682 41740 30272 536 536 185668 170309 3891 1934500 1934500 2120168 170309 1938391 -813369 1136490 35409513 34602104 42190677 5960 35415473 34602104 42190677 0 X 35415473 34602104 35415473 34602104 35415473 34602104 35415473 -813369 34602104 34602104 SEE ATTACHED FIDELITY STMT P 291537 284509 7028 7028 SEE ATTACHED FIDELITY STMT P 1047225 1108487 -61262 -61262 SEE ATTACHED FIDELITY STMT P 2768390 2856089 -87699 -87699 SEE ATTACHED FIDELITY STMT P 6522765 6404184 118581 118581 SEE ATTACHED FIDELITY STMT P 369829 374425 -4596 -4596 SEE ATTACHED FIDELITY STMT P 852066 908908 -56842 -56842 LANDMARK EQUITY PARTNERS P 2024-05-17 4795 5960 -1165 -1165 213045 -85267 15797 15797 15797 14262 14262 X 80 1615 false false false false false false false true true UT true false false false false true BERTINFAMILYFOUNDATION.ORG KIM C BERTIN 3852895871 723 MONT CLAIR DRIVE NORTH SALT LAKE UT 84054 false false false false false false false false false false false false false false false false false false false false KIM C BERTIN 723 MONT CLAIR DRIVE NORTH SALT LAKE UT 84054 TRUSTEE 1.00 0 0 0 JENNIFER BERTIN 723 MONT CLAIR DRIVE NORTH SALT LAKE UT 84054 TRUSTEE 0.50 0 0 0 ELIZABETH B MUMFORD 4435 SUNSET CIRCLE BOUNTIFUL UT 84010 DIRECTOR 000.00 0 0 0 STEPHANIE BERTIN 7540 TERAMO CT MIDVALE UT 84047 DIRECTOR 000.00 0 0 0 MICHELLE GARFF 333 YALE ROAD MENLO PARK CA 94025 DIRECTOR 000.00 0 0 0 JAMES A BERTIN 19832 BONNIE RIDGE WAY SARATOGA CA 95070 DIRECTOR 000.00 0 0 0 ALEX M BERTIN 833 E 380 S AMERICAN FORK UT 84003 DIRECTOR 000.00 0 0 0 NONE NONE N/A 42772045 0 0 42772045 42772045 641581 42130464 2106523 2106523 15797 15797 2090726 2090726 2090726 1938391 1938391 2090726 1592634 1938391 1592634 345757 1744969 KIM C BERTIN JENNIFER BERTIN X BOOK OF MORMON CENTRAL 330 E 400 S SPRINGVILLE UT 84663 NONE PC GENERAL CHARITABLE PURPOSES 10000 BOUNTIFUL FOOD PANTRY 480 E 150 N BOUNTIFUL UT 84010 NONE PC GENERAL CHARITABLE PURPOSES 20000 BRIGHAM YOUNG UNIVERSITY UNIVERSITY STATION PROVO UT 84602 NONE PC SCHOLARSHIP 4000 BRIGHAM YOUNG UNIVERSITY - IDAHO 525 S CENTER ST REXBURG ID 83460 NONE PC SCHOLARSHIP 4000 CHARITY VISION INTERNATIONAL 1282 E CAMBRIDGE COURT PROVO UT 84604 NONE PC GENERAL CHARITABLE PURPOSES 10000 CHILDREN'S MUSICAL THEATER SAN JOSE 1545 PARKMOOR AVE SAN JOSE CA 95128 NONE PC GENERAL CHARITABLE PURPOSES 5000 CONCERN WORLDWIDE 19586 W PICO BLVD 139 LOS ANGELES CA 90064 NONE PC GENERAL CHARITABLE PURPOSES 30000 DAVIS EDUCATION FOUNDATION 45 E STATE STREET FARMINGTON UT 84025 NONE PC GENERAL CHARITABLE PURPOSES 23000 DAVIS TECHNICAL COLLEGE FOUNDATION 550 EAST 300 SOUTH KAYSVILLE UT 84037 NONE PC GENERAL CHARITABLE PURPOSES 5000 DOCTORS WITHOUT BORDERS 40 RECTOR ST 16TH FLOOR NEW YORK NY 10006 NONE PC GENERAL CHARITABLE PURPOSES 32500 DONORSCHOOSEORG 213 W 35TH ST NEW YORK NY 10001 NONE PC GENERAL CHARITABLE PURPOSES 9000 FOOD CARE COALITION 299 E 900 S PROVO UT 84606 NONE PC GENERAL CHARITABLE PURPOSES 15000 FREE BIKES 4 KIDS 947 S 1000 E SALT LAKE CITY UT 84105 NONE PC GENERAL CHARITABLE PURPOSES 5000 FRIENDS OF THE SARATOGA LIBRARIES PO BOX 2642 SARATOGA CA 95070 NONE PC GENERAL CHARITABLE PURPOSES 5000 HALE CENTRE THEATRE 9900 SOUTH MONROE SANDY UT 84070 NONE PC GENERAL CHARITABLE PURPOSES 15000 HOPE FOR HAITI 1021 5TH AVE N NAPLES FL 34102 NONE PC GENERAL CHARITABLE PURPOSES 30000 HUNTSMAN MENTAL HEALTH INSTITUTE 501 CHIPETA WAY SALT LAKE CITY UT 84108 NONE PC GENERAL CHARITABLE PURPOSES 250000 JUNIOR ACHIEVEMENT OF UTAH 515 E 100 S STE 200 SALT LAKE CITY UT 84102 NONE PC GENERAL CHARITABLE PURPOSES 7000 KOOLEN-DE VRIES SYNDROME FOUNDATION 609A PINER ROAD SUITE 31 WILMINGTON NC 28409 NONE PC GENERAL CHARITABLE PURPOSES 5000 KUED PBS UTAH 332 S 1400 E SUITE 150 SALT LAKE CITY UT 84112 NONE PC GENERAL CHARITABLE PURPOSES 4000 LATINOS IN ACTION 1200 E SANDERS RD SANDY UT 84094 NONE PC GENERAL CHARITABLE PURPOSES 1500 LIFE MOVES 181 CONSTITUTION DRIVE MENLO PARK CA 94025 NONE PC GENERAL CHARITABLE PURPOSES 30000 MA HIGH SCHOOL 555 MIDDLEFIELD ROAD ATHERTON CA 94027 NONE PC GENERAL CHARITABLE PURPOSES 1000 MA FOUNDATION FOR THE FUTURE PO BOX 1228 MENLO PARK CA 94026 NONE PC GENERAL CHARITABLE PURPOSES 2000 MENLO PARK-ATHERTON EDUCATION FDN 181 ENCINAL AVE ATHERTON CA 94027 NONE PC GENERAL CHARITABLE PURPOSES 2000 MENTORS INTERNATIONAL 65 E WADSWORTH PARK DR 2 DRAPER UT 84020 NONE PC GENERAL CHARITABLE PURPOSES 100000 RAVENSWOOD EDUCATION FOUNDATION PO BOX 396 MENLO PARK CA 94026 NONE PC GENERAL CHARITABLE PURPOSES 4000 REDWOOD PTA 13925 FRUITVALE AVE SARATOGA CA 95070 NONE PC GENERAL CHARITABLE PURPOSES 1000 RISE AND REBUILD 3008 E FALLENTINE ROAD SANDY UT 84093 NONE PC GENERAL CHARITABLE PURPOSES 50000 ROOM TO READ 111 SUTTER ST 16TH FLOOR SAN FRANCISCO CA 94104 NONE PC GENERAL CHARITABLE PURPOSES 150000 SAPREA 4101 N THANKSGIVING WAY LEHI UT 84043 NONE PC GENERAL CHARITABLE PURPOSES 125000 SARATOGA EDUCATIONAL FOUNDATION PO BOX 2392 SARATOGA CA 95070 NONE PC GENERAL CHARITABLE PURPOSES 3000 SARATOGA MUSIC BOOSTERS 20300 HERRIMAN AVE SARATOGA CA 95070 NONE PC GENERAL CHARITABLE PURPOSES 1000 SAVE THE CHILDREN 501 KINGS HIGHWAY EAST SUITE 400 FAIRFIELD CT 06825 NONE PC GENERAL CHARITABLE PURPOSES 22500 SECOND HARVEST OF SILICON VALLEY 4001 NORTH FIRST STREET SAN JOSE CA 95134 NONE PC GENERAL CHARITABLE PURPOSES 25000 THE CHURCH OF JESUS CHRIST OF LDS 50 E NORTH TEMPLE STREET SALT LAKE CITY UT 84150 NONE PC GENERAL CHARITABLE PURPOSES 765000 UNIVERSITY OF IDAHO 875 PERIMETER DRIVE MOSCOW ID 83844 NONE PC SCHOLARSHIP 1000 UTAH FOOD BANK 3150 S 900 W SALT LAKE CITY UT 84119 NONE PC GENERAL CHARITABLE PURPOSES 18500 UTAH STATE UNIVERSITY OLD MAIN HILL LOGAN UT 84322 NONE PC SCHOLARSHIP 2000 UTAH SYMPHONY & OPERA 123 WEST SOUTH TEMPLE SALT LAKE CITY UT 84101 NONE PC GENERAL CHARITABLE PURPOSES 10000 WASATCH ADAPTIVE SPORTS 9385 S SNOWBIRD CENTER DR SNOWBIRD UT 84092 NONE PC GENERAL CHARITABLE PURPOSES 2500 WEBER STATE UNIVERSITY 4018 UNIVERSITY CIRCLE OGDEN UT 84408 NONE PC SCHOLARSHIP 40000 WORLD CENTRAL KITCHEN 200 MASSACHUSETTS AVE NW WASHINGTON DC 20001 NONE PC GENERAL CHARITABLE PURPOSES 40000 INTERMOUNTAIN FOUNDATION 36 SOUTH STATE STREET SALT LAKE CITY UT 84111 NONE PC GENERAL CHARITABLE PURPOSES 5000 ONE WORLD SURGERY 569 BROOKWOOD VILLAGE BIRMINGHAM AL 35209 NONE PC GENERAL CHARITABLE PURPOSES 14000 FAMILY PROMISE OF OGDEN 256 24TH ST OGDEN UT 84401 NONE PC GENERAL CHARITABLE PURPOSES 5000 MAJOR BRENT TAYLOR FOUNDATION 3081 N 100 W OGDEN UT 84414 NONE PC GENERAL CHARITABLE PURPOSES 5000 FRIENDS OF SWITCHPOINT 948 N 1300 W ST GEORGE UT 84770 NONE PC GENERAL CHARITABLE PURPOSES 20000 1934500 14 30226 14 1063528 18 213045 1306799 1306799 false false false false false false false false false false ACCOUNTING FEES 6710 3355 3355 SECURITIES BROKERAGE ACCOUNT 34602104 42190677 LANDMARK EQUITY PARTNERS XIV FUND AT COST EXPENSES WEBSITE SUBSCRIPTION 536 536 MANAGED ACCOUNT FEES 136682 136682 FOREIGN TAXES PAID 30272 30272 EXCISE TAX 11468