2025-09-12T19:43:14-04:00 2024-12-31 320444152 THE CPA GROUP LLC 5882 S 900 E 200 SALT LAKE CITY UT 841211690 990PF 2024-01-01 453724410 CALDWELL FAMILY FOUNDATION CALD 8014951995 PO BOX 25488 SARASOTA FL 34277 ROBERT CALDWELL PRESIDENT 2025-09-04 false BRENT J BELL P00027320 8017163000 2025-09-04 2024 2025-03-06 01:10:19Z X 518082 X X 4 4 4 16993 16993 16993 4503 411569 21500 16997 16997 6591 6591 392 392 6983 6983 0 31108 31108 38091 6983 31108 -16591 10014 16997 230064 213473 518082 230064 213473 518082 0 X 230064 213473 230064 213473 230064 213473 230064 -16591 213473 213473 139 139 139 1233 1233 1094 1094 false false false false false false false true true true false false false false true N/A BRENT J BELL CPA 8017163010 5882 S 900 E SUITE 200 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 ROBERT CALDWELL PO BOX 25488 SARASOTA FL 34277 PRESIDENT 000.00 0 0 0 LISA BOGGS CALDWELL PO BOX 25488 SARASOTA FL 34277 TREASURER/SE 000.00 0 0 0 NONE NONE N/A 493082 0 0 493082 493082 7396 485686 24284 24284 139 139 24145 24145 24145 31108 31108 24145 194148 1996 42605 12005 250754 31108 24145 6963 257717 0 194148 63569 1996 42605 12005 6963 ROBERT CALDWELL LISA CALDWELL X SARASOTA MEMORIAL HEALTHCARE FOUND 1515 S OSPREY AVE STE B4 SARASOTA FL 34239 HUMANITARIAN 5000 UNIVERSITY OF UTAH RED BUTTE FOUNDATION 301 WAKARA WAY SALT LAKE CITY UT 84108 NONE EDUCATIONAL 9608 UTAH FOSTER CARE 5296 S COMMERCE DRIVE NUMBER 400 MURRAY UT 84107 NONE HUMANITARIAN 11000 UNIVERSITY OF DENVER 2601 E COLORADO AVE DENVER CO 80208 NONE EDUCATIONAL 5500 31108 4 16993 4503 21500 21500 false false false false false false false false false false UBS 2024-02 PURCHASE 2024-07 7037 8637 -1600 UBS 2022-01 PURCHASE 2024-10 95647 95359 288 UBS 2023-09 PURCHASE 2024-04 12904 11779 1125 UBS 2022-01 PURCHASE 2024-07 151651 157074 -5423 UBS 2024-02 PURCHASE 2024-07 30837 27830 3007 UBS 2022-08 PURCHASE 2024-07 113433 106387 7046 UBS 2022-08 PURCHASE 2024-05 60 60 BROKERAGE ACCOUNTS 230064 213473 518082 BROKERAGE FEES 175 175 BROKERAGE FEES 4143 4143 BROKERAGE FEES 1149 1149 BROKERAGE FEES 1124 1124 FOREIGN TAXES 23 23 FOREIGN TAXES 369 369