2025-10-09T10:30:54-07:00 2024-12-31 371658522 RUESCH AND COMPANY LLC 101 S 200 E SUITE 150 SALT LAKE CITY UT 84111 990PF 2024-01-01 810614105 LS Peery Foundation LSPE 8013233609 PO Box 45385 Salt Lake City UT 841450385 Charles H Livsey Secretary 8013233609 2025-04-14 true true Chortney B Ruesch CPA P01070225 8018729798 2025-10-09 2024 2025-03-06 01:10:19Z X 30782266 X X 664704 664704 2036765 13006842 2036765 0 0 2701469 2701469 295000 280250 14750 35252 33489 1762 23000 21850 1150 279592 279484 108 29445 23432 1013 0 2298 2184 114 664587 640689 18897 1521000 1521000 2185587 640689 1539897 515882 2060780 91450 13069 13069 0 0 24724999 24008266 30769197 0 0 0 0 0 0 24816449 24021335 30782266 0 0 0 0 0 0 0 0 X 24816449 24021335 24816449 24021335 24816449 24021335 24816449 515882 0 25332331 1310996 24021335 Short Term - Publicly Traded Securities P 2024-06-30 2024-12-31 4259483 0 3963662 295821 0 0 0 295821 Long Term - Publicly Traded Securities P 2023-12-30 2024-12-31 8747359 0 7006415 1740944 0 0 0 1740944 2036765 295821 28645 0 28645 0 28645 29292 3000 32292 -32292 3647 3647 false false false false false false false true true UT true false false false false true N/A Charles H Livsey 8015321500 36 S State St Suite 1400 Salt Lake City UT 841111417 false false false false true false false false false false false false false false false false false false false false false false Leslie Peery Howa PO Box 45385 Salt Lake City UT 841450385 Board Chair and Board Member 35.00 125000 0 0 Scott C Ulbrich PO Box 45385 Salt Lake City UT 841450385 Board Member 35.00 120000 0 0 Charles H Livsey PO Box 45385 Salt Lake City UT 841450385 Board Member 1.00 0 0 0 Elizabeth Bernhard PO Box 45385 Salt Lake City UT 841450385 Board Member 5.00 50000 0 0 NONE 0 RW Baird 222 S Main St Ste 1840 Salt Lake City UT 84101 Custodian and Investment Management 226006 Wasatch Global Investors 505 Wakara Way 3rd Fl Salt Lake City UT 84108 Investment Management 51414 0 30583580 0 0 30583580 0 30583580 458754 30124826 1506241 1506241 28645 28645 1477596 1477596 1477596 1539897 1539897 1477596 1677706 639516 0 0 0 2317222 1539897 0 1477596 62301 2379523 0 0 0 0 1677706 701817 639516 0 0 0 62301 None None X Heart & Soul PO Box 526142 Salt Lake City UT 84152 Public Charity General financial support 25000 Intermountain Therapy Animals 4050 S 2700 E Salt Lake City UT 84070 Public Charity General financial support 10000 Ogden Nature Center 966 W 12th Street Ogden UT 84403 Public Charity General financial support 200000 The Utah Nordic Alliance 702 Third Avenue Salt Lake City UT 84103 Public Charity General financial support 26000 Utah Open Lands 2188 S Highland Dr 203 Salt Lake City UT 84106 Public Charity General financial support 105000 University of Utah - Dept of Orthopaedics 540 Arapeen Drive Suite 200 Salt Lake City UT 84108 Public University General Financial Support 1000000 Disability Law Center 205 North 400 West Salt Lake City UT 84103 Public Charity General Financial Support 30000 Salt Lake Film Society 111 E Broadway Ste 99 Salt Lake City UT 84111 Public Charity General Financial Support 5000 The Malinois Foundation 2971 W 560 S Lehi UT 84043 Public Charity General Financial Support 10000 Utah Golf Foundation 4444 S 700 E Suite 105 Millcreek UT 84107 Public Charity General Financial Support 35000 Bountiful City 795 S Main St Bountiful UT 84010 Public Charity General Financial Support 10000 Dig Deep Right to Water Project 932 Wilson St Los Angeles CA 90021 Public Charity General Financial Support 5000 Sageland Collaborative 824 S 400 W Salt Lake City UT 84101 Public Charity General Financial Support 15000 Wasatch Mountain Institute PO Box 982137 Park City UT 84098 Public Charity General Financial Support 10000 United Way of Salt Lake 257 E 200 S Ste 300 Salt Lake City UT 84111 Public Charity General Financial Support 5000 Glen Canyon Institute 3090 E 3300 S Ste 400 Salt Lake City UT 84109 Public Charity General Financial Support 5000 Road Dogs and Rescue 2159 242nd St Lomita CA 90717 Public Charity General Financial Support 6000 Mountain Humane (Wood River Animal Shelter) PO Box 1496 Hailey ID 83333 Public Charity General Financial Support 15000 Fetch Cares 3600 W State Rd 248 Kamas UT 84036 Public Charity General Financial Support 4000 1521000 University of Utah Dept of Orthopeadics 540 Arapeen Drive Suite 200 Salt Lake City UT 84108 Publiuc Charity Discovery Program for Musculoskeletal Restoration 2000000 2000000 664704 2036765 2701469 2701469 4 Dividends and Interest on Investments. Investments and income are used to fund gifting. 8 Net Capital Gains/Losses on Investments. Investments may be used to fund gifting. 11 Other Income. Investments and income are used to fund gifting. false false false false false false false false false false RUESCH AND COMPANY LLC TAX AND ACCOUNTING 23000 21850 1150 Sales of Publicly Traded Securities - Short Term 2024-06 2024-12 4259483 3963662 295821 Sales of Publicly Traded Securities - Long Term 2023-12 2024-12 8747359 7006415 1740944 Baird Hahn Capital 9107 981352 990439 Partner Group Private Equity 6063 2514543 2485975 Baird Riverfront Con 0113 2019335 2188336 Baird Neuberger Madison 4991 1717512 2893778 Baird Blackrock 0096 1967582 2166722 Baird Ironwood/Adv Choice 1728 1532636 2209516 Baird PIMCO 7052 1073451 918076 Baird Thornburg/WCM 9530 1950452 2349385 Baird Tactical Opp/Riverfront Mod 6775 1851650 2027379 Baird Western Asset Manager 9760 882667 851271 Baird Laddered/Cash 9609 306046 1597497 Wasatch Micro 1778244 2293791 Wasatch Small Cap Growth 1306700 2116263 Wasatch Small Cap Value 2166129 3021959 Wasatch Large Cap 1959967 2658810 RAY QUINNEY & NEBEKER PC LEGAL 35252 33489 1762 Prior Period Adjustments/Temporary Differences 1310996 D&O Insurance 2286 2172 114 Bank Fees 12 12 0 Prior Period Adjustments/Temporary Differences 0 Wasatch Global Investors Investment Management 51414 51414 0 R.W. Baird Investment Management 226006 226006 0 Paychex Payroll Processing 2172 2064 108 Foreign Tax Paid 4172 4172 0 Payroll Taxes 20273 19260 1013 Income Tax Estimates 5000 0 0