2024-11-06T11:43:12-05:00 2023-12-31 275169784 COOPER SAVAS LLC 170 S MAIN STREET STE 800 SALT LAKE CITY UT 84101 990PF 2023-01-01 870480108 THE ASHTON FAMILY FOUNDATION ASHT 8014432305 3200 WEST CLUBHOUSE DRIVE STE 200 LEHI UT 84043 DAVE HARKNESS EXECUTIVE DIRECTOR 8012261266 2024-11-06 true JAMES C SAVAS P00162171 8014332140 2024-11-06 2023 2024-10-15 13:58:12Z X 673987 X 166513 209 209 17385 17214 217177 1581745 233 1 1 401285 17657 97000 4984 4984 282 181 5203 5203 107469 10368 0 216000 216000 323469 10368 216000 77816 7289 43535 22094 22094 4802 4701 4701 474392 573712 647154 38 38 522729 600545 673987 0 X 522729 600545 522729 600545 522729 600545 522729 77816 600545 600545 233 101 101 101 4802 4802 4701 4701 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 5000 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 4000 0 0 ELIZABETH ASHTON 946 EAST 500 SOUTH OREM UT 84097 TRUSTEE 000.00 5000 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 3000 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 4000 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 DAVE HARKNESS 3200 W CLUBHOUSE DRIVE STE 200 LEHI UT 84043 EXECUTIVE DI 000.00 0 0 0 NONE NONE N/A 551706 32815 0 584521 584521 8768 575753 28788 28788 101 101 28687 28687 28687 216000 216000 28687 987358 1129554 963755 184288 178144 3443099 216000 28687 187313 3630412 0 987358 2643054 1129554 963755 184288 178144 187313 NONE ALAN C ASHTON CO DAVE HARKNESS 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 4000 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 ASSISTANCE LEAGUE OF SOUTHERN UTAH ASSISTANCE LEAGUE OF SOUTHERN UTAH PO BOX 910728 PO BOX 910728 ST GEORGE UT 84791 NOT APPLICABLE PUBLIC UNRESTRICTED 5000 BUILDING YOUTH AROUND THE WORLD BUILDING YOUTH AROUND THE WORLD 7678 SOUTH 5040 WEST 7678 SOUTH 5040 WEST WEST JORDAN UT 84081 NOT APPLICABLE PUBLIC UNRESTRICTED 5000 CROSSROADS URBAN CENTER CROSSROADS URBAN CENTER 347 SOUTH 400 EAST 347 SOUTH 400 EAST SALT LAKE CITY UT 84111 NOT APPLICABLE PUBLIC UNRESTRICTED 5000 EMPOWER MALI EMPOWER MALI 10412 N OAK CIRCLE 10412 N OAK CIRCLE HIGHLAND UT 84003 NOT APPLICABLE PUBLIC UNRESTRICTED 5000 ENCORE PERFORMING ARTS ENCORE PERFORMING ARTS 107 S 1470 E 303 107 S 1470 E 303 ST GEORGE UT 84790 NOT APPLICABLE PUBLIC UNRESTRICTED 500 EYE CARE 4 KIDS EYE CARE 4 KIDS 6911 SOUTH STATE STREET 6911 SOUTH STATE STREET MIDVALE UT 84047 NOT APPLICABLE PUBLIC UNRESTRICTED 5000 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 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 FRIENDS OF SLC JUSTICE CENTER FRIENDS OF SLC JUSTICE CENTER PO BOX 1871 PO BOX 1871 DRAPER UT 84020 NOT APPLICABLE PUBLIC UNRESTRICTED 3000 IVU MED IVU MED 7984 SOUTH 1400 EAST 7984 SOUTH 1400 EAST SANDY UT 84094 NOT APPLICABLE PUBLIC UNRESTRICTED 2000 LYCEUM YTH ORCHESTRA-AMER HERITAGE LYCEUM YTH ORCHESTRA-AMERICAN HERITAGE 736 N 1100 E 736 N 1100 E AMERICAN FORK UT 84043 NOT APPLICABLE PUBLIC UNRESTRICTED 3000 MOUNTAINLANDS COMMUNITY HEALTH CENT MOUNTAINLANDS COMMUNITY HEALTH CENTER 589 S STATE STREET 589 S STATE STREET PROVO UT 84606 NOT APPLICABLE PUBLIC UNRESTRICTED 7000 OAKWOOD INTERMEDIATE SCHOOL OAKWOOD INTERMEDIATE SCHOOL 106 HOLIK ST 106 HOLIK ST COLLEGE STATION TX 77840 NOT APPLICABLE PUBLIC UNRESTRICTED 1000 ODYSSEY HOUSE INC ODYSSEY HOUSE INC 344 EAST 100 SOUTH 301 344 EAST 100 SOUTH 301 SALT LAKE CITY UT 84111 NOT APPLICABLE PUBLIC UNRESTRICTED 3000 ONE COMMON THREAD ONE COMMON THREAD 21010 SKY RIDGE CT 21010 SKY RIDGE CT SAN ANTONIO TX 78258 NOT APPLICABLE PUBLIC UNRESTRICTED' 750 ONE HEART WORLDWIDE ONE HEART WORLDWIDE 8141 EL EXTENSO CT 8141 EL EXTENSO CT SAN DIEGO CA 92119 NOT APPLICABLE PUBLIC UNRESTRICTED 5000 OREM HIGH SCHOOL OREM HIGH SCHOOL 175 SOUTH 400 EAST 175 SOUTH 400 EAST OREM UT 84058 NOT APPLICABLE PUBLIC UNRESTRICTED 2000 PLEASANT GROVE JUNIOR HIGH SCHOOL PLEASANT GROVE JUNIOR HIGH SCHOOL 810 N 100 E 810 N 100 E PLEASANT GROVE UT 84062 NOT APPLICABLE PUBLIC UNRESTRICTED 2000 PRO-LIFE UTAH PRO-LIFE UTAH 9676 S SHETTLESTON CIRCL 9676 S SHETTLESTON CIRCL SOUTH JORDAN UT 84009 NOT APPLICABLE PUBLIC UNRESTRICTED 8000 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 1000 SHELTER THE HOMELESS COMMITTEE SHELTER THE HOMELESS COMMITTEE 242 W PARAMOUNT AVENUE 242 W PARAMOUNT AVENUE SALT LAKE CITY UT 84115 NOT APPLICABLE PUBLIC UNRESTRICTED 3000 SOUTH KNOLL ELEMENTARY SCHOOL SOUTH KNOLL ELEMENTARY SCHOOL 1220 BOSWELL ST 1220 BOSWELL ST COLLEGE STATION TX 77840 NOT APPLICABLE PUBLIC UNRESTRICTED 1000 SCRIPTURE CENTRAL SCRIPTURE CENTRAL 330 E 400 S 330 E 400 S SPRINGVILLE UT 84663 NOT APPLICABLE PUBLIC UNRESTRICTED 10000 STAND WITH UKRAINE STAND WITH UKRAINE 2124 AUTUMN LANE 2124 AUTUMN LANE IDAHO FALLS ID 83404 NOT APPLICABLE PUBLIC UNRESTRICTED 5000 TABITHA'S WAY LOCAL FOOD PANTRY TABITHA'S WAY LOCAL FOOD PANTRY PO BOX 254 PO BOX 254 SPANISH FORK UT 84660 NOT APPLICABLE PUBLIC UNRESTRICTED 18000 THE RISE & REBUILD FOUNDATION THE RISE & REBUILD FOUNDATION 3008 EAST FALLENTINE ROAD 3008 EAST FALLENTINE ROAD SANDY UT 84093 NOT APPLICABLE PUBLIC UNRESTRICTED 10000 THE ROAD HOME THE ROAD HOME PO BOX 2788 PO BOX 2788 SALT LAKE CITY UT 84110 NOT APPLICABLE PUBLIC UNRESTRICTED 5000 TIMPANOGOS SYMPHONY ORCHESTRA TIMPANOGOS SYMPHONY ORCHESTRA PO BOX 1103 PO BOX 1103 AMERICAN FORK UT 84003 NOT APPLICABLE PUBLIC UNRESTRICTED 2000 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 5000 UTAH COUNTY SHERIFF SEARCH & RESCUE UTAH COUNTY SHERIFF SEARCH & RESCUE 3075 NORTH MAIN STREET 3075 NORTH MAIN STREET SPANISH FORK UT 84660 NOT APPLICABLE PUBLIC UNRESTRICTED 2000 UTAH FOOD BANK UTAH FOOD BANK 3150 SOUTH 900 WEST 3150 SOUTH 900 WEST SALT LAKE CITY UT 84119 NOT APPLICABLE PUBLIC UNRESTRICTED 7000 UTAH VALLEY UNIVERSITY FOUNDATION UTAH VALLEY UNIVERSITY FOUNDATION 800 WEST UNIVERISTY PKWY 800 WEST UNIVERSITY PKWY OREM UT 84058 NOT APPLICABLE PUBLIC UNRESTRICTED 4500 UTAH YOUTH VILLAGE UTAH YOUTH VILLAGE 5800 SOUTH HIGHLAND DR 5800 SOUTH HIGHLAN DR SALT LAKE CITY UT 84121 NOT APPLICABLE PUBLIC UNRESTRICTED 7500 VISTA SCHOOL FOUNDATION VISTA SCHOOL FOUNDATION 585 E CENTER STREET 585 E CENTER STREET IVINS UT 84738 NOT APPLICABLE PUBLIC UNRESTRICTED 750 VOLUNTEERS OF AMERICA VOLUNTEERS OF AMERICA 435 W BEARCAT 435 W BEARCAT SALT LAKE CITY UT 84115 NOT APPLICABLE PUBLIC UNRESTRICTED 20000 WASATCH FORENSIC NURSES WASATCH FORENSIC NURSES 1565 EAST 3300 SOUTH 1565 EAST 3300 SOUTH SALT LAKE CITY UT 84106 NOT APPLICABLE PUBLIC UNRESTRICTED 7000 WASTE LESS SOLUTIONS WASTE LESS SOLUTIONS 999 E MURRAY HOLLADAY RD 999 E MURRAY HOLLADAY RD SALT LAKE CITY UT 84117 NOT APPLICABLE PUBLIC UNRESTRICTED 5000 WHOLIVES WHOLIVES 10102 COPPER KING LANE 10102 COPPER KING LANE SOUTH JORDAN UT 84095 NOT APPLICABLE PUBLIC UNRESTRICTED 6000 YOUTHLINC YOUTHLINC 1166 E BRICKYARD ROAD 1166 E BRICKYARD ROAD SALT LAKE CITY UT 84106 NOT APPLICABLE PUBLIC UNRESTRICTED 5000 216000 14 209 14 17385 1 1 14 233 216944 17828 216944 234772 false false false false false false false false false false X X 1 ALAN AND KAREN ASHTON 3200 W CLUBHOUSE DRIVE STE 200 LEHI UT 84043 166513 X 1 2,487 SHS OF J&J 382277 2023-03-15 1 85 SHS OF NVIDIA 20250 2023-03-15 ACCOUNTING FEES 4984 4984 MORGAN STANLEY-531 PURCHASE 968492 974148 -5656 MORGAN STANLEY-531 PURCHASE 613020 390420 222600 ABBVIE 2202 2508 ACCENTURE PLC IRELAND AIR PRODUCTS & CHEM 5380 5545 AMER CENT SMALL CAP 14451 17225 AMER BOND FUND OF AMER 16398 16049 AMGEN INC COM 2245 2832 APOLLO GLOBAL MGMT APPLE INC ARCHER DANIELS MIDLAND 3020 2940 AT&T INC BANK OF AMERICA 15052 17815 BARON PARTNERS INSTL BLACKROCK INC. 8598 10792 BNY MELLON GLB EMER MRKTS 11902 12785 BRANDYWINE GLOBAL CORP CRD 6770 7180 BROADCOM LTD 7132 13781 CME GROUP 6429 6540 COCA-COLA COMPANY COLGATE PALMOLIVE 8367 8773 CORNING 7340 7930 CROWN CASTLE REIT INC 10632 11214 DELAWARE EMERGING MARKETS 5612 6351 DWS ENHANCED COMMODITY 11126 10680 EATON CORP PLC EXXON MOBIL CORP 10329 11631 FEDERATED HRMS TTL RET 16349 16048 GOLDMAN SACHS 7971 9626 GUGGENHEIM TOTAL RETURN 5781 5817 HOME DEPOT INC 9226 11040 HONEYWELL 10962 12188 IBM INVESCO DEVELOPING MARKETS 6008 6451 INVESCO S&P 500 PURE VALUE INVESCO OPTIMUM YIELD 1477 1433 ISHARE TIPS BOND ETF ISHARES 20+ YEARS 7269 8315 ISHARES JP MORGAN EM BOND 4532 4667 ISHARES MBS ETF 11176 11205 ISHARES MSCI EAFE 23127 25774 ISHARES RUSSELL 1000 VALUE ETF 10641 10996 ISHARES SHORT TREASURY 1552 1551 ISHARES TIPS BOND 12909 12672 JOHN HANCOCK DISC VALUE 7109 8050 JOHNSON & JOHNSON COM 3999 6509 JP MORGAN MIDCAP 14322 16774 JPMORGAN CHASE & CO 12317 15479 MEDTRONIC PLC SHS 9118 9204 MERCK AND CO INC SHS MFS EMERGING MARKETS 7941 8337 MICROSOFT 16639 24056 NEXTERRA ENERGY 4193 4656 NIKE INC NORTHROP 6135 6303 OAKMARK INTERNATIONAL 8717 9711 PEPSICO INC PFIZER INC PGIM TOTAL RETURN PROCTOR & GAMBLE 5231 5674 PROLOGIS INC 10533 12271 REALTY INCM CRP MD REPUBLIC SERVICES 5965 7464 SEMPRA 5870 5946 SHERWIN WILLIAMS 8616 11152 SPDR BLOOMBERG 2547 2542 SPDR BLOOMBERG HIGH YIELD 5450 5579 SPDR S&P 500 ETF 27054 32348 SPDR GOLD TRUST 13431 15661 SPDR S&P REGIONAL BANKING TMOBILE 6682 7559 THE CIGNA GROUP 6008 6786 UNITED HEALTH GP INC 6043 6298 VALERO ENERGY VANECK GOLD MINERS ETF 14523 15434 VANGAURD SMALL CAP VANGUARD EXTENDED DUR TREAS 366 391 VANGUARD LONG TERM GOV. 7654 8061 VANGUARD MID CAP 11980 13268 VANGUARD MIDCAP GROWTH 7198 8317 VANGUARD SMALL CAP ETF 27019 30655 VANGUARD TOTAL BOND MARKET 10016 10271 VERIZON COMMUNICATIONS INC 11477 12689 VISA INC 7594 9355 DIVIDEND RECEIVABLE 38 38 EXPENSES INVESTMENT EXPENSES 3958 3958 MEALS-MEETING 91 91 OTHER EXPENSES 1154 1154 CLASS ACTION PROCEEDS 1 1 FOREIGN TAXES 181 181 FEDERAL TAX 101