2023-11-14T19:19:59-05:00 2022-12-31 275169784 COOPER SAVAS LLC 6405 SOUTH 3000 EAST 201 SALT LAKE CITY UT 841216990 990PF 2022-01-01 870480108 THE ASHTON FAMILY FOUNDATION ASHT 8014432305 3200 WEST CLUBHOUSE DRIVE STE 200 LEHI UT 84043 JIM SAVAS EXECUTIVE DIRECTOR 8012261266 2023-11-14 DAVE HARKNESS XXX-XX-XXXX false JOHN M SAVAS P01295027 8014532080 2023-11-14 2022 2023-04-26 12:10:37Z X 504595 X X 89 89 21536 20628 -21153 941497 1833 472 22550 99000 4491 4491 10918 9556 3842 123965 8333 0 214000 214000 337965 8333 214000 -337493 14217 49575 43535 43535 4802 4802 810647 474392 456258 860222 522729 504595 0 X 860222 522729 860222 522729 860222 522729 860222 -337493 522729 522729 1833 198 198 198 5000 5000 4802 4802 false false false false false false false true true UT true false false false false true N/A BEESMARK INVESTMENTS 8014432305 3200 WEST CLUBHOUSE DRIVE STE 200 LEHI UT 84043 false false false false false false false false false false false false false false false false false false false false ADAM ASHTON 641 SOUTH PALISADE DRIVE OREM UT 84097 TRUSTEE 000.00 4000 0 0 ALAN C ASHTON 199 NORTH 290 WEST STE 100 LINDON UT 84042 TRUSTEE 000.00 4000 0 0 ALLISON NORTON 6026 WEST 11400 NORTH HIGHLAND UT 84003 TRUSTEE 000.00 4000 0 0 AMY JO YOUNG 2909 NORTH 1230 WEST PLEASANT GROVE UT 84062 TRUSTEE 000.00 4000 0 0 ANNIE ASHTON 641 SOUTH PALISADE DRIVE OREM UT 84097 TRUSTEE 000.00 4000 0 0 BRIGHAM ASHTON 946 EAST 500 SOUTH OREM UT 84097 TRUSTEE 000.00 4000 0 0 CHAD YOUNG 2909 NORTH 1230 WEST PLEASANT GROVE UT 84062 TRUSTEE 000.00 4000 0 0 ELIZA SMITH 26870 REGENCY PINES DRIVE KINGWOOD TX 77339 TRUSTEE 000.00 5000 0 0 ELIZABETH ASHTON 946 EAST 500 SOUTH OREM UT 84097 TRUSTEE 000.00 4000 0 0 EMILY ANN EDDINGTON 737 WEST 2490 NORTH PLEASANT GROVE UT 84062 TRUSTEE 000.00 4000 0 0 ERIN ASHTON 742 EAST 600 SOUTH OREM UT 84097 TRUSTEE 000.00 4000 0 0 HEATH WESTFALL 515 SOUTH PALISADE DRIVE PROVO UT 84097 TRUSTEE 000.00 4000 0 0 KAREN ASHTON 199 NORTH 290 WEST STE 100 LINDON UT 84042 TRUSTEE 000.00 4000 0 0 MELISSA ASHTON 11707 SUNRISE CIRCLE HIGHLAND UT 84003 TRUSTEE 000.00 4000 0 0 MICHAEL SMITH 26870 REGENCY PINES DRIVE KINGWOOD TX 77339 TRUSTEE 000.00 4000 0 0 MORGAN ASHTON 6017 WEST BULL RIVER ROAD HIGHLAND UT 84003 TRUSTEE 000.00 4000 0 0 PAUL EDDINGTON 737 WEST 2490 NORTH PLEASANT GROVE UT 84062 TRUSTEE 000.00 4000 0 0 REBEKAH WESTFALL 515 SOUTH PALISADE DRIVE PROVO UT 84097 TRUSTEE 000.00 4000 0 0 SAMUEL ASHTON 11707 SUNRISE CIRCLE HIIGHLAND UT 84003 TRUSTEE 000.00 6000 0 0 SPENCER ASHTON 974 E ROSEBROOK CIRCLE SANDY UT 84070 TRUSTEE 000.00 4000 0 0 STEPHANIE ASHTON 6017 WEST BULL RIVER ROAD HIGHLAND UT 84003 TRUSTEE 000.00 4000 0 0 STEPHEN ASHTON 742 EAST 600 SOUTH OREM UT 84097 TRUSTEE 000.00 4000 0 0 TOBY NORTON 6036 WEST 11400 NORTH HIGHLAND UT 84003 TRUSTEE 000.00 4000 0 0 TRACI ASHTON 974 E ROSEBROOK CIRCLE DRAPER UT 84020 TRUSTEE 000.00 4000 0 0 JIM SAVAS 3200 W CLUBHOUSE DRIVE STE 200 LEHI UT 84043 EXECUTIVE DI 000.00 0 0 0 NONE NONE N/A 694308 37748 0 732056 732056 10981 721075 36054 36054 198 198 35856 35856 35856 214000 214000 35856 913687 987358 1129554 963755 184288 4178642 214000 35856 178144 4356786 0 913687 3443099 987358 1129554 963755 184288 178144 NONE ALAN C ASHTON CO JIM SAVAS 3200 WEST CLUBHOUSE DRIVE LEHI UT 84043 8014432305 WRITTEN REQUEST INCLUDING EXPLANATION OF NEED NONE NONE ABILITY FOUND ABILITY FOUND 2324 S CONSTITUTION BLVD 2324 S CONSTITUTION BLVD WEST VALLEY CITY UT 84119 NOT APPLICABLE PUBLIC UNRESTRICTED 2000 ALPINE SCHOOL DISTRICT ALPINE SCHOOL DISTRICT 575 NORTH 100 EAST 575 NORTH 100 EAST AMERICAN FOR UT 84003 NOT APPLICABLE PUBLIC UNRESTRICTED 3000 ASSISTANCE LEAGUE OF SALT LAKE CITY ASSISTANCE LEAGUE OF SALT LAKE CITY PO BOX 9353 PO BOX 9353 SALT LAKE CITY UT 84109 NOT APPLICABLE PUBLIC UNRESTRICTED 5000 CHALLENGER SCHOOL CHALLENGER SCHOOL 10670 S 700 E 10670 S 700 E SANDY UT 84070 NOT APPLICABLE PUBLIC UNRESTRICTED 1000 CROSSROADS URBAN CENTER CROSSROADS URBAN CENTER 347 SOUTH 400 EAST 347 SOUTH 400 EAST SALT LAKE CITY UT 84111 NOT APPLICABLE PUBLIC UNRESTRICTED 8000 EMPOWER MALI EMPOWER MALI 10412 N OAK CIRCLE 10412 N OAK CIRCLE HIGHLAND UT 84003 NOT APPLICABLE PUBLIC UNRESTRICTED 7500 ENGLISH LANGUAGE CTR CACHE VALLEY ENGLISH LANGUAGE CTR CACHE VALLEY 1544 N 200 W 1544 N 200 W LOGAN UT 84341 NOT APPLICABLE PUBLIC UNRESTRICTED 1000 EYE CARE 4 KIDS EYE CARE 4 KIDS 6911 SOUTH STATE STREET 6911 SOUTH STATE STREET MIDVALE UT 84047 NOT APPLICABLE PUBLIC UNRESTRICTED 7000 FAMILY SUPPORT CENTER FAMILY SUPPORT CENTER 1760 WEST 4805 SOUTH 1760 WEST 4805 SOUTH TAYLORSVILLE UT 84129 NOT APPLICABLE PUBLIC UNRESTRICTED 2000 FIGHT THE NEW DRUG FIGHT THE NEW DRUG 1680 S MAIN STREET 1680 S MAIN STREET SALT LAKE CITY UT 84115 NOT APPLICABLE PUBLIC UNRESTRICTED 5000 FOR THE KIDS FOR THE KIDS 825 N 300 W DTE C-139 825 N 300 W STE C-139 SALT LAKE CITY UT 84103 NOT APPLICABLE PUBLIC UNRELATED 5000 FREE WHEELCHAIR MISSION FREE WHEELCHAIR MISSION 15279 ALTON PARKWAY 300 15279 ALTON PARKWAY 300 IRVINE CA 92618 NOT APPLICABLE PUBLIC UNRESTRICTED 5000 FRIENDS FOR SIGHT FRIENDS FOR SIGHT 6715 SOUTH 1300 EAST 250 6715 SOUTH 1300 EAST 250 SALT LAKE CITY UT 84121 NOT APPLICABLE PUBLIC UNRESTRICTED 5000 INN BETWEEN THE INN BETWEEN THE 1216 EAST 1300 SOUTH 1216 EAST 1300 SOUTH SALT LAKE CITY UT 84105 NOT APPLICABLE PUBLIC UNRESTRICTED 5000 JORDAN EDUCATION FOUNDATION JORDAN EDUCATION FOUNDATION 7387 S CAMPUS VIEW DRIVE 7387 S CAMPUS VIEW DRIVE WEST JORDAN UT 84115 NOT APPLICABLE PUBLIC UNRESTRICTED 1000 JUNIOR LEAGUE OF SALT LAKE CITY JUNIOR LEAGUE OF SALT LAKE CITY 526 EAST 300 SOUTH 526 EAST 300 SOUTH SALT LAKE CITY UT 84102 NOT APPLICABLE PUBLIC UNRESTRICTED 2500 LDS FOUNDATION LDS FOUNDATION 1450 N UNIVERSITY AVE 1450 N UNIVERSITY AVE PROVO UT 84604 NOT APPLICABLE PUBLIC UNRESTRICTD 2000 LITTLE LAMBS FOUNDATION FOR KIDS LITTLE LAMBS FOUNDATION FOR KIDS 1125 W 400 N 200 1125 W 400 N 200 LOGAN UT 84321 NOT APPLICABLE PUBLIC UNRESTRICTED 2500 MOUNTAINLANDS COMMUNITY HEALTH CENT MOUNTAINLANDS COMMUNITY HEALTH CENTER 589 S STATE STREET 589 S STATE STREET PROVO UT 84606 NOT APPLICABLE PUBLIC UNRESTRICTED 5000 NATIONAL CENTER ON SEXUAL EXPLOITAT NATIONAL CENTER ON SEXUAL EXPLOITATION 1201 F STREET NW SUITE 2 1201 F STREET NW SUITE 2 WASHINGTON DC 20004 NOT APPLICABLE PUBLIC UNRESTRICTED 5000 OHANA BEGINNINGS OHANA BEGINNINGS 129 E 13800 S STE B-2-165 129 E 13800 S STE B-2-165 DRAPER UT 84020 NOT APPLICABLE PUBLIC UNRESTRICTED 7000 ONE COMMON THREAD ONE COMMON THREAD 21010 SKY RIDGE CT 21010 SKY RIDGE CT SAN ANTONIO TX 78258 NOT APPLICABLE PUBLIC UNRESTRICTED 1000 ONE HEART WORLDWIDE ONE HEART WORLDWIDE 1818 PACHECO STREET 1818 PACHECO STREET SAN FRANCISCO CA 94116 NOT APPLICABLE PUBLIC UNRESTRICTED 5000 OPERATION WARM OPERATION WARM 3246 MAJESTIC DRIVE 3246 MAJESTIC DRIVE HOLLADAY UT 84124 NOT APPLICABLE PUBLIC UNRESTRICTED 5000 PRO-LIFE UTAH PRO-LIFE UTAH 9676 S SHETTLESTON CIRCL 9676 S SHETTLESTON CIRCL SOUTH JORDAN UT 84009 NOT APPLICABLE PUBLIC UNRESTRICTED 10000 RONALD MCDONALD HOUSE RONALD MCDONALD HOUSE 935 E SOUTH TEMPLE 935 E SOUTH TEMPLE SALT LAKE CITY UT 84102 NOT APPLICABLE PUBLIC UNRESTRICTED 5000 SALT LAKE CITY MISSION SALT LAKE CITY MISSION 1151 S REDWOOD ROAD 1151 S REDWOOD ROAD SALT LAKE CITY UT 84104 NOT APPLICABLE PUBLIC UNRESTRICTED 500 SALT LAKE DONATED DENTAL SERVICES SALT LAKE DONATED DENTAL SERVICES 1383 SOUTH 900 WEST 128 1383 SOUTH 900 WEST 128 SALT LAKE CITY UT 84104 NOT APPLICABLE PUBLIC UNRESTRICTED 5000 STELLA H OAKS FOUNDATION STELLA H OAKS FOUNDATION 63 EAST 11400 SOUTH 331 63 EAST 11400 SOUTH 331 SANDY UT 84070 NOT APPLICABLE PUBLIC UNRESTRICTED 7500 THANKSGIVING HEROES THANKSGIVING HEROES 12116 S SPRING WHEAT CIR 12116 S SPRING WHEAT CIR RIVERTON UT 84096 NOT APPLICABLE PUBLIC UNRESTRICTED 3500 CHURCH OF JESUS CHRIST-LATTER DAY S CHURCH OF JESUS CHRIST-LATTER DAY SAINTS 1450 N UNIVERSITY AVE 1450 N UNIVERSITY AVE PROVO UT 84604 NOT APPLICABLE PUBLIC UNRESTRICTED 33000 THE HAPPY FACTORY THE HAPPY FACTORY 896 NORTH 2175 W CIRCLE 896 NORTH 2175 W CIRCLE CEDAR CITY UT 84721 NOT APPLICABLE PUBLIC UNRESTRICTED 1500 THE RISE & REBUILD FOUNDATION THE RISE & REBUILD FOUNDATION 3008 EAST FALLENTINE ROAD 3008 EAST FALLENTINE ROAD SANDY UT 84093 NOT APPLICABLE PUBLIC UNRESTRICTED 6000 THE ROAD HOME THE ROAD HOME PO BOX 2788 PO BOX 2788 SALT LAKE CITY UT 84110 NOT APPLICABLE PUBLIC UNRESTRICTED 5000 TUACAHN CENTER FOR THE ARTS TUACAHN CENTER FOR THE ARTS 1100 N TUACAHN DRIVE 1100 N TUACAHN DRIVE IVINS UT 84738 NOT APPLICABLE PUBLIC UNRESTRICTED 2000 UTAH METROPOLITAN BALLET UTAH METROPOLITAN BALLET 493 N 1030 W 493 N 1030 W LINDON UT 84042 NOT APPLICABLE PUBLIC UNRESTRICTED 1000 UTAH FOOD BANK UTAH FOOD BANK 3150 SOUTH 900 WEST 3150 SOUTH 900 WEST SALT LAKE CITY UT 84119 NOT APPLICABLE PUBLIC UNRESTRICTED 7000 VISTA SCHOOL FOUNDATION VISTA SCHOOL FOUNDATION 585 E CENTER STREET 585 E CENTER STREET IVINS UT 84738 NOT APPLICABLE PUBLIC UNRESTRICTED 8000 VOLUNTEERS OF AMERICA VOLUNTEERS OF AMERICA 435 W BEARCAT 435 W BEARCAT SALT LAKE CITY UT 84115 NOT APPLICABLE PUBLIC UNRESTRICTED 4000 WASATCH FORENSIC NURSES WASATCH FORENSIC NURSES 1565 EAST 3300 SOUTH 1565 EAST 3300 SOUTH SALT LAKE CITY UT 84106 NOT APPLICABLE PUBLIC UNRESTRICTED 5000 WOMEN OF THE WORLD WOMEN OF THE WORLD 415 EAST 3900 SOUTH 415 EAST 3900 SOUTH SALT LAKE CITY UT 84107 NOT APPLICABLE PUBLIC UNRESTRICTED 5000 ZAMBIAS SCHOLARSHIP FUND ZAMBIA'S SCHOLARSHIP FUND PO BOX 515 PO BOX 515 BRIGHAM CITY UT 84302 NOT APPLICABLE PUBLIC UNRESTRICTED 2500 YOUTHLINC YOUTHLINC 1166 E BRICKYARD ROAD 1166 E BRICKYARD ROAD SALT LAKE CITY UT 84106 NOT APPLICABLE PUBLIC UNRESTRICTED 5000 214000 14 89 14 21536 14 1833 -22986 23458 -22986 472 false false false false false false false false false false ACCOUNTING FEES 4491 4491 MORGAN STANLEY-531-250 PURCHASE 364154 380765 -16611 MORGAN STANLEY-531-250 PURCHASE 565321 572181 -6860 MORGAN STANLEY-531-250 PURCHASE 10189 9704 485 ABBVIE 2383 2424 ACCENTURE PLC IRELAND 6121 5871 AIR PRODUCTS & CHEM 5601 6473 ALPS ALERIAN MLP AMER CENT SMALL CAP 11607 11906 AMGEN INC COM 2219 2364 APOLLO GLOBAL MGMT 2272 2807 APPLE INC 4232 3638 AT&T INC 6525 6480 BANK OF AMERICA 9084 8412 BARON PARTNERS INSTL 11607 12087 BHP GROUP LIMITED ADR BLACKROCK INC. BNY MELLON GLB EMER MRKTS 9276 9331 BRANDYWINE GLOBAL CORP CRD 11098 9292 BRISTOL-MYERS SCQUIBB BROADCOM LTD 6136 7269 CHEVRON CORP CITIGROUP COCA-COLA COMPANY 6545 6297 COMCAST CORP CROWN CASTLE REIT INC 5171 4205 CSX CORP DELAWARE EMERGING MARKETS 5044 4613 DOUBLELINE TOTAL DWS ENHANCED COMMODITY 11886 9512 EATON CORP PLC 9455 10987 ELI LILLY & CO EMERSON ELEC CO ENTERGY CORP EXXON MOBIL CORP 7606 9817 FIFTH THIRD BANCORP GENERAL ELECTRIC GOLDMAN SACHS 6944 6948 GUGGENHEIM TOTAL RETURN 19445 17157 HEWLETT PACKARD ENTERPRISE HOME DEPOT INC 4650 5054 IBM 4503 4649 INVESCO DEVELOPING MARKETS 4693 4606 INVESCO S&P 500 PURE VALUE 7685 7174 ISHARE TIPS BOND ETF 10698 9260 ISHARES 20+ YEARS 11362 8661 ISHARES MBS ETF 10791 9275 ISHARES MSCI EAFE 19415 18510 ISHARES SHORT TREASURY 2424 2418 ISHARES TD CORE MSCI ISHARES US TREASURY BOND JOHN HANCOCK DISC VALUE 6230 5781 JOHNSON & JOHNSON COM 8592 9362 JP MORGAN MIDCAP 6356 5821 JPMORGAN CHASE & CO 9816 9119 KINDER MORGAN INC MCDONALD'S CORP MEDTRONIC PLC SHS 7622 5130 MERCK AND CO INC SHS 3625 4327 MFS EMERGING MARKETS 9931 9223 MICROSOFT 3991 3837 NEXTERRA ENERGY 4901 5518 NIKE INC 3981 5265 NUTRIEN LTD OAKMARK INTERNATIONAL 7067 6825 ORION OFFICE REIT PEPSICO INC 4043 5239 PFIZER INC 5153 5226 PGIM TOTAL RETURN 19440 17014 PROCTOR & GAMBLE 4176 4698 PROLOGIS INC 4870 4960 PROSHARES RUSSELL 2000 PROSHARES S&P 500 REALTY INCM CRP MD 9021 9197 ROYAL BANK CANADA SHERWIN WILLIAMS 5367 4984 SPDR S&P 500 ETF 23220 22563 SPDR GOLD TRUST 11483 12044 SPDR S&P REGIONAL BANKING 7099 6579 SPDR S&P DIVIDEND T ROWE PRICE TARGET CORP TEXAS INSTRUMENTS TRUIST FINL CORP UNITED HEALTH GP INC 10402 10604 UNITED PARCEL SVC VALERO ENERGY 4882 4822 VANECK GOLD MINERS ETF 13172 11464 VANGAURD SMALL CAP 22121 20373 VANGUARD DIVIDEND VANGUARD FTSE EMERGING VANGUARD MID CAP 9991 9171 VANGUARD TOTAL INTERNTL VERIZON COMMUNICATIONS INC 6838 5043 VCI PROPERTIES INC VISA INC 4524 4572 WAL MART STORES INC EXPENSES INVESTMENT EXPENSES 3842 3842 BANK CHARGES 95 MEALS-MEETING 2814 OTHER EXPENSES 2805 FOREIGN TAXES 182 FEDERAL TAX 10736