2026-07-21T09:39:20-05:00 2025-12-31 824439676 HBME LLC 559 WEST 500 SOUTH BOUNTIFUL UT 84010 990PF 2025-01-01 452377997 ANDREA GOLDING LEGACY FOUNDATION FKA FLYNN FAMILY FOUNDATION ANDR 8018563447 45 WEST SOUTH TEMPLE 1000 SALT LAKE CITY UT 84101 ANDREA GOLDING TRUSTEE 8018563447 2026-06-20 1 MONTANA HADLEY P02031400 8012960200 2026-07-20 2025 2025-03-06 01:10:19Z X 4414201 X X 91367 91367 99464 711618 99464 190831 190831 0 0 0 2691 2691 0 1394 1394 0 33411 33411 0 37496 37496 0 203000 203000 240496 37496 203000 -49665 153335 49059 1239 1239 317593 454800 455847 1946159 1984094 3251864 842559 665572 705251 3155370 3105705 4414201 0 0 X 0 0 0 0 3155370 3105705 3155370 3105705 3155370 3105705 3155370 -49665 0 3105705 0 3105705 MS 149019 COVERED P 2000-01-01 2025-12-31 400038 400038 0 0 MS 149019 COVERED P 2025-01-01 2025-12-31 212116 212116 0 0 CAPITAL GAINS DIVIDENDS P 99464 99464 99464 99464 2131 0 2131 0 2131 0 0 0 0 0 109 2240 0 0 0 0 0 0 0 0 0 0 1 1 UT 1 0 0 0 0 1 N/A HBME LLC 8012960200 559 WEST 500 SOUTH BOUNTIFUL UT 84010 0 0 0 0 0 0 0 0 1 2022 2021 1 0 0 0 0 0 0 0 0 0 0 0 0 0 ANDREA GOLDING 45 WEST SOUTH TEMPLE 100 SALT LAKE CITY UT 84101 TRUSTEE 0.00 0 0 0 NATHAN FLYNN 11222 EAGLE VIEW DRIVE SANDY UT 84092 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 4327450 44449 0 4371899 0 0 4371899 65578 4306321 215316 215316 2131 2131 213185 0 213185 0 213185 203000 0 203000 213185 185194 2022 2021 11284 0 203000 185194 0 0 17806 0 0 0 0 11284 0 11284 0 195379 0 0 0 X GINA BACHOVER PIANO FDN 138 W BROADWAY STE 220 SALT LAKE CITY UT 84101 NOE PC PERFORMING ARTS EDUCTION 1500 HALE CENTER THEATER 3333 DECKER LAKE DR WEST VALLEY CITY UT 84119 NONE PC PERFORMING ARTS EDUCATION 40000 LDS CHURCH 50 E NORTH TEMPLE ST SALT LAKE CITY UT 84150 NONE PC VARIOUS 55000 LIBERTAS INSTITUTE 2183 W MAIN ST STE A102 LEHI UT 84043 NONE PC VARIOUS 25000 ODYSSEY DANCE THEATRE 352 12300 S STE 400 DRAPER UT 84020 NONE PC PERFORMING ARTS 5000 PARKER THEATRE 3605 S STATE ST SALT LAKE CITY UT 84115 NONE PC PERFORMING ARTS 7500 PIONEER THEATER CO 300 SOUTH 1400 EAST SALT LAKE CITY UT 84112 NONE PC PERFORMING ARTS 15000 UTAH SHAKESPEARE FESTIVAL 299 W CENTER ST CEDAR CITY UT 84720 NONE PC PERFORMING ARTS 25000 BALLET WEST 50 S 200 W 200 SALT LAKE CITY UT 84101 NONE PC PERFORMING ARTS 3000 WEST VALLEY ARTS 3333 DECKER LAKE DR WEST VALLEY CITY UT 84119 NONE PC PERFORMING ARTS 5000 HARRINGTON CENTER FOR THE ARTS 50 N CENTER ST AMERICAN FORK UT 84003 NONE PC PERFORMING ARTS 16000 REPERTORY DANCE THEATRE 138 W 300 S SALT LAKE CITY UT 84101 NONE PC PERFORMING ARTS 1500 UTAH FESTIVAL OPERA 59 S 100 W LOGAN UT 84321 NONE PC PERFORMING ARTS 3500 203000 0 14 91367 18 99464 0 190831 0 190831 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 2691 2691 0 ABBIVE INC. 40516 40983 BNY MELLIN NATURAL 77067 90678 CITIGROUP 75192 79559 META PLATFORMS 198276 209609 PHILLIPS 66 79920 81346 UPS 119859 123634 WELLS FARGO BANK 74742 79442 BERKSHIRE HATHAWAY CL-B NEW 102763 442332 CLEARBRIDGE DIVIDEND 326172 399789 FRANKLIN MUTUAL EUROPEAN Z 56525 95627 FRANKLIN RISING 215037 312002 INVESCO S&P 500 EQUAL WEIGHT 116124 152290 ISHARES CORE MSCI EMERGING 79972 97401 ISHARES MSCI EAFE 180659 262162 ISHARES MSCI JAPAN 69816 104155 JP MORGAN BETABUILDERS 40185 39351 MADISON FDS MDCP 168490 268738 MATTHEWS ASIA DIVIDEND INV 82486 82414 MSIF GLOBAL FRANCHISE 201067 220219 SCHARF FUND INVESTMENT 190333 269339 SPDR TRUST SERIES 1 46218 175935 VANGUARD DIVIDEND APPRECIATION 108247 330110 454800 455847 0 0 MANAGEMENT FEES 32800 32800 0 BOND INTEREST EXPENSE 611 611 0 FOREIGN TAX 1394 1394 0