2025-09-04T14:22:02-05:00 2024-12-31 450250958 EIDE BAILLY LLP 5929 FASHION POINT DR STE 300 OGDEN UT 844034684 990PF 2024-01-01 876116370 MARY ELIZABETH DEE SHAW FOUNDATION MARY 8015327111 2605 WASHINGTON BLVD OGDEN UT 84401 BRENDA LAMBERT VP BANK OF UTAH, TRUSTEE 8015327111 2025-08-29 1 1 ERIC C JOHNSON CPA P00243603 8016211575 2025-08-29 2024 2025-03-06 01:10:19Z X 16609678 X X 345320 345320 116864 4343883 116864 462184 462184 98225 51825 46400 3219 1287 1732 12956 12956 0 5531 5531 0 119931 71599 48132 853968 853968 973899 71599 902100 -511715 390585 700701 1040809 1040809 7757 6867 7757 7757 3165599 3151727 3165439 3674929 3132974 7860541 3928074 4418530 4535132 11476170 11751797 16609678 0 0 X 11476170 11751797 0 0 0 0 11476170 11751797 11476170 11751797 11476170 -511715 787342 11751797 0 11751797 BOU - PUBLICLY TRADED SECURITIES P 3675881 3618318 57563 57563 BOU - PUBLICLY TRADED SECURITIES P 600694 608701 -8007 -8007 CAPITAL GAINS DIVIDENDS P 67308 67308 67308 116864 5429 0 5429 0 5429 25057 0 0 0 25057 0 19628 19628 0 0 0 0 0 0 0 0 0 0 0 1 1 UT 1 0 0 0 0 1 N/A BANK OF UTAH 8015327111 2605 WASHINGTON BLVD OGDEN UT 84401 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BRYAN STROMBERG 1145 EAST 5575 SOUTH OGDEN UT 84405 DIRECTOR 2.00 5800 0 0 JACK LAMPROS 5890 TRAILWINDS DRIVE APT 525 FORT MYERS UT 33907 DIRECTOR 2.00 5800 0 0 JACKLYN LAMPROS HUNT 2112 EAST 6225 SOUTH OGDEN UT 84405 DIRECTOR 2.00 5800 0 0 JAMIE SHENEFELT 5039 SOUTH 1200 EAST OGDEN UT 84403 DIRECTOR 2.00 5800 0 0 KARIN HURST OLSEN 1033 EAST 5750 SOUTH OGDEN UT 84405 DIRECTOR 2.00 5800 0 0 KRISTEN HURST HYDE 6112 SOUTH 2850 EAST OGDEN UT 84403 DIRECTOR 2.00 5800 0 0 DEAN W HURST 4230 EDGEHILL DRIVE OGDEN UT 84403 DIRECTOR 2.00 0 0 0 RICHARD STROMBERG 1759 E BEECHWOOD DRIVE OGDEN UT 84404 DIRECTOR 2.00 5800 0 0 THOMAS D DEE III 1575 DEVONSHIRE DRIVE OGDEN UT 84403 DIRECTOR 2.00 5800 0 0 BANK OF UTAH 2605 WASHINGTON BLVD OGDEN UT 84401 TRUSTEE 1.00 51825 0 0 NONE 0 NONE 0 0 15926180 459097 0 16385277 0 0 16385277 245779 16139498 806975 806975 5429 5429 801546 0 801546 0 801546 902100 0 902100 801546 100267 0 0 902100 100267 0 0 801546 287 0 0 287 0 0 0 0 0 0 0 287 287 X INTERMOUNTAIN FDN MCKAY-DEE HOSPITAL 4401 HARRISON BLVD 1460 OGDEN UT 84403 NONE PC GENERAL OPERATING 853968 853968 0 14 345320 18 116864 0 462184 0 462184 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3219 1287 1732 ABBVIE INC 74905 110885 ADOBE INC 5382 67591 AIR PRODS & CHEMS INC COMMON 40550 50466 ALLSTATE CORP 14327 70175 ALPHABET INC CAP STK CL C 21106 269663 AMAZON.COM INC 11581 342248 AMERICAN ELEC PWR INC COMMON 16770 20014 AMERIPRISE FINL INC COM 83137 146418 AMPHENOL CORP CL A 16199 33058 APPLE INC COM 12687 343827 ASML HLDG N V N Y REGISTRY SHS NEW2012 12907 18713 BERKSHIRE HATHAWAY INC 16181 61646 BOOKING HOLDINGS INC 57752 119242 BROADCOM INC 28717 168084 CATERPILLAR INC 42112 149820 CHEVRON TEXACO CORP 26690 36645 CHIPOTLE MEXICAN GRILL INC CL A 38622 66330 CHUBB LIMITED 26378 46971 CINTAS CORP 12806 21193 CISCO SYSTEMS 36345 79565 CONOCOPHILLIPS COM 19190 48692 CONSTELLATION BRANDS 26624 23868 COPART INC 16322 33975 CORNING INC. 30178 43291 COSTCO WHOLESALE 8339 99873 DANAHER CORP DEL COMMON 0 122350 DATADOG INC 24823 24863 DIGITAL RLTY TR INC 71064 71464 DRAFTKINGS INC 11650 15364 DUKE ENERGY CORP NEW COM 20362 33184 EATON CORPORATION PLC 27549 53099 ECOLAB INC 57144 56940 ELI LILLY & COMPANY 25065 35512 ENBRIDGE INC 42957 47097 EXXON MOBIL CORP 11019 101116 FIFTH THIRD BANCORP 40668 41730 FORTIVE CORP COM 4962 19950 HASBRO INC 27072 23706 HOME DEPOT INC 14712 175046 HONEYWELL INTL INC 51117 84483 HUNTINGTON BANCSHARES INC 31599 33972 INTUIT INC 43090 52794 INTUITIVE SURGICAL INC 21578 55850 JOHNSON & JOHNSON 8160 106440 JP MORGAN CHASE & CO 26445 188891 LAM RESEARCH CORP 31100 31059 LINCOLN ELECTRIC HOLDINGS INC 14635 19309 LOCKHEED MARTIN 39808 54425 MCDONALDS CORP 9864 122623 MERCK & CO INC 46870 81574 META PLATFORMS INC CL A 41146 180337 MICROSOFT CORP 27228 414335 MONOLITHIC POWER SYSTEMS, INC 12448 17751 MORGAN STANLEY 18992 28413 MSCI INC CL A 20956 20400 NETFLIX INC COM 34918 59718 NEXTERA ENERGY INC 19824 19500 NORTHROP GRUMMAN CORP 46190 55376 NOVARTIS AG ADR 42214 58483 NVIDIA CORP COM 147840 456855 OLD DOMINION FREIGHT LINES 36666 23285 PALO ALTO NETWORKS INC 25200 46582 PAYPAL HOLDINGS INC 19708 50271 PEPSICO INC 79198 95342 PHILLIP MORRIS INTERNATIONAL INC 64672 82319 PNC FINANCIAL SERVICES GROUP 10431 34327 PROCTOR & GAMBLE 7249 118026 PROGRESSIVE CORP 18076 39775 PROLOGIS INC 52710 46825 PRUDENTIAL FINANCIAL INC 41923 45634 QUALCOMM INC 22158 43628 QUEST DIAGNOSTICS INC COM 58949 56120 RAYTHEON CO 20197 59017 S&P GLOBAL INC 20378 21415 SALESFORCE.COM INC COM STOCK 24340 63523 SERVICENOW INC 68139 129335 SHERWIN WILLIAMS 6601 27534 SHOPIFY INC 27008 28709 SOUTH BOW CORP 3748 4243 STARBUCKS CORP COM 59423 57670 STRYKER CORP 21297 28084 SYNOPSYS INC 37430 46109 TC ENERGY CORP 37815 41877 TESLA INC COM 139674 165574 THE TRADE DESK INC A 15735 19510 THERMO FISHER SCIENTIFIC INC COM 19896 61907 TRUIST FINANCIAL 25149 35572 UNION PACIFIC CORP 28076 167609 UNITED RENTALS, INC. COMMON STOCK 13524 15498 UNITEDHEALTH GROUP INC 6962 96113 VERIZON COMMUNICATIONS 53383 47988 VISA INC CL A 119077 172242 WAL-MART STORES 49569 135525 WALT DISNEY CO. 17043 52112 WILLIAMS CO INC 52054 108240 ZOETIS INC 18640 156739 3151727 3165439 0 0 AMERICAN FUNDS EUROPAC GROWTH AT COST 353800 340778 BRITISH AMERICAN TOBACCO PLC FMV 32012 31163 CLEARBRIDGE INTL GROWTH FUND - LM AT COST 393420 369657 COHEN & STEERS INSTITUIONAL REALTY AT COST 643665 597649 FIDELITY INTERNATIONAL BOND INDEX FUND AT COST 474035 468091 FIDELITY SHORT TERM TREASURY BOND INDEX AT COST 158303 159402 ISHARES CORE MSCI EMERGING MKTS ETF AT COST 342683 328046 ISHARES TR CORE S&P MID-CAP ETF FMV 102098 162006 MFS MID CAP VALUE FUND AT COST 525700 537598 SCHWAB STRATEGIC TR US LARGE CAP GROWTH AT COST 60962 60506 VANGUARD BD INDEX INTERMEDIATE TERM ETF AT COST 361338 354145 VANGUARD HIGH DIVIDEND YIELD AT COST 142422 136139 VANGUARD INDEX FDS S&P 500 AT COST 163492 158949 VANGUARD SMALL CAP INDEX ADMIRAL SHARES AT COST 664600 831003 UNREALIZED GAIN ON DONATED STOCK 787342 INVESTMENT MANAGEMENT FEES 12956 12956 0 FOREIGN TAX 5531 5531 0