2026-08-14T10:31:32-04:00 2025-12-31 202097679 TERRY PRICE & WUNDERLI LLC 7370 S CREEK RD 102 SANDY UT 840936162 990PF 2025-01-01 840440750 IRON MOUNTAIN FOUNDATION IRON 4356497393 2419 COUNTRY LANE PARK CITY UT 84060 FRANKLIN D RICHARDS PRESIDENT 8019104654 2026-07-31 true FRED T WUNDERLI III P00120220 8012728990 2026-08-14 X 2025 2025-03-06 01:10:19Z X 484980 X X 11815 11815 11815 28147 127255 7434 39962 19249 11815 1500 1500 4019 4019 180 180 5699 0 5699 25000 25000 30699 0 30699 9263 19249 11815 72570 6728 6728 360319 435285 478252 432889 442013 484980 0 X 432889 442013 432889 442013 432889 442013 432889 9263 442152 139 442013 7434 268 268 268 268 false false false false false false false true true UT true false false false false true N/A FRANKLIN D RICHARDS 4356497393 2419 COUNTRY LANE PARK CITY UT 84060 false false false false false false false false false false false false false false false false false false false false FRANKLIN D RICHARDS 2419 COUNTRY LANE PARK CITY UT 84060 PRESIDENT 000.00 0 0 0 KATHRYN L RICHARDS 2419 COUNTRY LANE PARK CITY UT 84060 SECRETARY 000.00 0 0 0 LANCE S RICHARDS 3308 JACARANDA CIRCLE MESA AZ 85215 TREASURER 000.00 0 0 0 FRANKLIN D RICHARDS III 6502 E REDFIELD ROAD SCOTTSDALE AZ 85254 TRUSTEE 000.00 0 0 0 NONE NONE N/A 470032 13251 0 483283 483283 7249 476034 23802 23802 268 268 23534 23534 23534 30699 30699 23534 17357 17357 30699 23534 7165 24522 0 17357 7165 7165 FRANKLIN D RICHARDS JR 2419 COUNTRY LANE PARK CITY UT 84060 4356497393 AMOUNT REQUESTED AND CHARITABLE PURPOSE FOR FUNDS. NONE NONE LDS HUMANITARIAN 1450 N UNIVERSITY AVENUE PROVO UT 84604 NONE PF HUMANITARIAN 5000 DESERET INTERNATIONAL 50 E NORTH TEMPLE STREET SALT LAKE CITY UT 841509001 NONE PF HUMANITARIAN 5000 WESTRIDGE ACADEMY 5500 W BAGLEY PARK ROAD WEST JORDAN UT 84081 NONE PF EDUCATIONAL 5000 MOTHERS WITHOUT BORDERS 42 N UNIVERSITY AVE 203 PROVO UT 84601 NONE PF HUMANITARIAN 5000 MENTORS INTERNATIONAL 290 N FLINT STREET STE A KAYSVILLE UT 84037 NONE PF EDUCATIONAL 5000 25000 11815 28147 39962 39962 false false false false false false false false false false ACCOUNTING FEES 1500 1500 ZIONS BANKCORPORATION 2025-07 PURCHASE 2025-12 24656 23837 819 ZIONS BANKCORPORATION 2023-04 PURCHASE 2025-12 77646 65664 11982 ZIONS BANKCORPORATION 2012-07 PURCHASE 2025-12 17519 9607 7912 ISHARES CORE S&P 500 ETF 58588 65069 JENSEN QUALITY GROWTH I T ROWE PRICE INTL DISCOVERY 14307 14136 JPMORGAN LARGE CAP GROWTH I 29442 36730 GOLDMAN SACHS TR ABS RTNTRAKR 8632 9401 CALAMOS MARKET NEUTRAL INC I 8018 9357 HARBOR SMALL CAP VALUE HARDING LOEVNER INST'L EMG MKTS ISHARES TR RUS MD CP GR ETF 10016 18350 ISHARES RUSSELL MID CAP VALUE 11260 18478 ISHARES CORE US AGG BOND ETF 62542 60228 METROPOLITAN WEST T/R BOND-I NATIONWIDE GENEVA S/C GR-INS SV 5540 9003 COLUMBIA SELECT LARGE CAP VAL INST 22782 28462 DOUBLELINE EMERGING MKTS INC I PZENA EMERGING MKTS VALUE INSTL 9569 11570 TCW METWEST TOTAL RTN BOND 114864 107354 MFS INTERNATIONAL EQUITY R6 35311 42344 FEDERATED HERMES STRATEGIC VAL DIV 13694 14159 ARISTOTLE FLOATING RATE INC FND FEDERATED GOVERNMENT OBLIG 12721 12721 AMERICAN CENTY TR US SML CAP 8362 9076 FIDELITY ADVISOR EMG MKTS 9637 11814 PRIOR YEAR FEDERAL TAX 139 BROKER FEES 4019 4019 FOREIGN TAXES 180 180