JEFFREY S AND HELEN H CARDON FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- JEFFREY S AND HELEN H CARDON FOUNDATION (EIN 20-2029087)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-15
- IRS object ID
- 202641359349104469
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T16:48:13-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341878512 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 EAST 200 SOUTH SUITE 1000 | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202029087 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFFREY S & HELEN H CARDON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEFF | BusinessNameControlTxt |
| Phone | 8018848051 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1663 S DEVONSHIRE DR | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HELEN CARDON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8018848051 | PhoneNum |
| Signature | 2026-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AARON POND | PreparerPersonNm |
| PTIN | P00748419 | PTIN |
| Phone | 8013649300 | PhoneNum |
| Preparation | 2026-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $31,256,560 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $303 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $303 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $358,527 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $358,527 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $466,412 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,336,106 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $466,412 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $825,242 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $825,242 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $18,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,912 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,912 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $144 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $144 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $107,165 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $96,705 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $129,221 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $100,761 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,573,256 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,573,256 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,702,477 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $100,761 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,573,256 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$877,235 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $724,481 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $164,282 | CashBOYAmt |
| Cash EOY | $1,438,685 | CashEOYAmt |
| Cash EOYFMV | $1,438,685 | CashEOYFMVAmt |
| Corporate Stock BOY | $27,329,131 | CorporateStockBOYAmt |
| Corporate Stock EOY | $25,177,493 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $29,817,875 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $27,493,413 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,616,178 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $31,256,560 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $27,493,413 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $26,616,178 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $27,493,413 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $26,616,178 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $27,493,413 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $26,616,178 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $27,493,413 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$877,235 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $26,616,178 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $26,616,178 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (201 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| WASATCH GLOBAL OPPORTUNITIES INVESTOR | 2020-11-19 | 2025-12-31 | $1,012,500 | $1,170,685 | -$158,185 | -$158,185 | |
| RETAIL OPPORTUNITY I REIT | 2020-03-16 | 2025-02-13 | $699,230 | $454,711 | $244,519 | $244,519 | |
| WASATCH SMALL CAP GROWTH INVESTOR | 2016-12-28 | 2025-12-31 | $527,620 | $546,367 | -$18,747 | -$18,747 | |
| INTRA-CELLULAR THERA | 2020-04-09 | 2025-04-03 | $514,800 | $70,512 | $444,288 | $444,288 | |
| WASATCH SMALL CAP GROWTH INVESTOR | 2017-12-27 | 2025-12-31 | $444,519 | $470,763 | -$26,244 | -$26,244 | |
| FIRST INTST BANCSYST A | 2021-06-22 | 2025-04-04 | $96,105 | $173,960 | -$77,855 | -$77,855 | |
| RETAIL OPPORTUNITY I REIT | 2020-03-16 | 2025-02-13 | $88,865 | $57,670 | $31,195 | $31,195 | |
| RETAIL OPPORTUNITY I REIT | 2020-03-16 | 2025-02-13 | $87,500 | $56,931 | $30,569 | $30,569 | |
| RETAIL OPPORTUNITY I REIT | 2020-03-16 | 2025-02-13 | $87,500 | $56,877 | $30,623 | $30,623 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-04-04 | $86,206 | $172,224 | -$86,018 | -$86,018 | |
| RETAIL OPPORTUNITY I REIT | 2020-03-16 | 2025-02-13 | $62,458 | $40,437 | $22,021 | $22,021 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $26,223 | $38,208 | -$11,985 | -$11,985 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $26,223 | $38,272 | -$12,049 | -$12,049 | |
| COMPASS PATHWAYS ADR ADR | 2021-05-10 | 2025-01-15 | $23,370 | $248,083 | -$224,713 | -$224,713 | |
| SOLVENTUM CORP | 2021-04-19 | 2025-01-15 | $17,642 | $30,731 | -$13,089 | -$13,089 | |
| RETAIL OPPORTUNITY I REIT | 2020-03-16 | 2025-02-13 | $15,750 | $10,193 | $5,557 | $5,557 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $13,111 | $19,156 | -$6,045 | -$6,045 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $13,111 | $19,096 | -$5,985 | -$5,985 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $13,111 | $19,096 | -$5,985 | -$5,985 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $9,833 | $14,352 | -$4,519 | -$4,519 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $9,833 | $14,322 | -$4,489 | -$4,489 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $9,833 | $14,322 | -$4,489 | -$4,489 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-04-04 | $7,207 | $14,391 | -$7,184 | -$7,184 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-04-04 | $7,207 | $14,376 | -$7,169 | -$7,169 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $6,556 | $9,548 | -$2,992 | -$2,992 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $6,556 | $9,576 | -$3,020 | -$3,020 | |
| INOVIO PHARMACEUTICA | 2021-08-26 | 2025-04-04 | $5,351 | $393,940 | -$388,589 | -$388,589 | |
| RETAIL OPPORTUNITY I REIT | 2020-03-16 | 2025-02-13 | $5,163 | $3,341 | $1,822 | $1,822 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-04-04 | $4,805 | $9,584 | -$4,779 | -$4,779 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-04-04 | $4,805 | $9,594 | -$4,789 | -$4,789 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-04-04 | $4,805 | $9,594 | -$4,789 | -$4,789 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-04-04 | $4,805 | $9,578 | -$4,773 | -$4,773 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-04-04 | $4,805 | $9,594 | -$4,789 | -$4,789 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-04-04 | $4,805 | $9,580 | -$4,775 | -$4,775 | |
| RETAIL OPPORTUNITY I REIT | 2020-03-16 | 2025-02-13 | $3,500 | $2,264 | $1,236 | $1,236 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $3,277 | $4,776 | -$1,499 | -$1,499 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $3,277 | $4,775 | -$1,498 | -$1,498 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $3,277 | $4,775 | -$1,498 | -$1,498 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $3,277 | $4,775 | -$1,498 | -$1,498 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $3,277 | $4,775 | -$1,498 | -$1,498 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $3,278 | $4,775 | -$1,497 | -$1,497 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $3,278 | $4,777 | -$1,499 | -$1,499 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $3,278 | $4,775 | -$1,497 | -$1,497 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $3,278 | $4,775 | -$1,497 | -$1,497 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $3,278 | $4,775 | -$1,497 | -$1,497 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $3,278 | $4,775 | -$1,497 | -$1,497 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $3,278 | $4,776 | -$1,498 | -$1,498 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $3,278 | $4,774 | -$1,496 | -$1,496 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $3,278 | $4,776 | -$1,498 | -$1,498 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $3,278 | $4,777 | -$1,499 | -$1,499 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $3,278 | $4,787 | -$1,509 | -$1,509 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $3,278 | $4,777 | -$1,499 | -$1,499 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $3,278 | $4,788 | -$1,510 | -$1,510 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $3,278 | $4,788 | -$1,510 | -$1,510 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $3,278 | $4,788 | -$1,510 | -$1,510 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $3,278 | $4,788 | -$1,510 | -$1,510 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $3,278 | $4,789 | -$1,511 | -$1,511 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $3,278 | $4,787 | -$1,509 | -$1,509 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $3,278 | $4,774 | -$1,496 | -$1,496 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $3,278 | $4,774 | -$1,496 | -$1,496 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $3,278 | $4,774 | -$1,496 | -$1,496 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $3,278 | $4,780 | -$1,502 | -$1,502 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $3,278 | $4,780 | -$1,502 | -$1,502 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $3,278 | $4,782 | -$1,504 | -$1,504 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $3,278 | $4,782 | -$1,504 | -$1,504 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $3,278 | $4,782 | -$1,504 | -$1,504 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $3,278 | $4,783 | -$1,505 | -$1,505 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $3,278 | $4,783 | -$1,505 | -$1,505 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $3,278 | $4,783 | -$1,505 | -$1,505 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $3,278 | $4,784 | -$1,506 | -$1,506 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $3,278 | $4,784 | -$1,506 | -$1,506 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $3,278 | $4,784 | -$1,506 | -$1,506 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $3,278 | $4,784 | -$1,506 | -$1,506 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $3,278 | $4,784 | -$1,506 | -$1,506 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $3,278 | $4,784 | -$1,506 | -$1,506 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $3,278 | $4,784 | -$1,506 | -$1,506 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $3,278 | $4,787 | -$1,509 | -$1,509 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $3,278 | $4,787 | -$1,509 | -$1,509 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $3,278 | $4,780 | -$1,502 | -$1,502 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $3,278 | $4,784 | -$1,506 | -$1,506 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $3,278 | $4,777 | -$1,499 | -$1,499 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $3,278 | $4,775 | -$1,497 | -$1,497 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $3,048 | $4,447 | -$1,399 | -$1,399 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $2,950 | $4,305 | -$1,355 | -$1,355 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $2,950 | $4,309 | -$1,359 | -$1,359 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $2,950 | $4,307 | -$1,357 | -$1,357 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $2,885 | $4,210 | -$1,325 | -$1,325 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-04-04 | $2,883 | $5,758 | -$2,875 | -$2,875 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $2,688 | $3,923 | -$1,235 | -$1,235 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $2,590 | $3,773 | -$1,183 | -$1,183 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-04-04 | $2,403 | $4,796 | -$2,393 | -$2,393 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-04-04 | $2,403 | $4,790 | -$2,387 | -$2,387 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-04-04 | $2,403 | $4,790 | -$2,387 | -$2,387 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-04-04 | $2,403 | $4,790 | -$2,387 | -$2,387 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-04-04 | $2,403 | $4,796 | -$2,393 | -$2,393 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-04-04 | $2,403 | $4,791 | -$2,388 | -$2,388 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-04-04 | $2,403 | $4,794 | -$2,391 | -$2,391 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-04-04 | $2,403 | $4,797 | -$2,394 | -$2,394 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-04-04 | $2,403 | $4,789 | -$2,386 | -$2,386 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-04-04 | $2,403 | $4,796 | -$2,393 | -$2,393 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-04-04 | $2,403 | $4,796 | -$2,393 | -$2,393 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-04-04 | $2,403 | $4,796 | -$2,393 | -$2,393 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-04-04 | $2,403 | $4,796 | -$2,393 | -$2,393 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-04-04 | $2,403 | $4,796 | -$2,393 | -$2,393 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-04-04 | $2,403 | $4,796 | -$2,393 | -$2,393 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-04-04 | $2,403 | $4,796 | -$2,393 | -$2,393 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-04-04 | $2,403 | $4,796 | -$2,393 | -$2,393 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-04-04 | $2,403 | $4,796 | -$2,393 | -$2,393 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-04-04 | $2,403 | $4,789 | -$2,386 | -$2,386 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-04-04 | $2,403 | $4,797 | -$2,394 | -$2,394 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-04-04 | $2,403 | $4,788 | -$2,385 | -$2,385 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-04-04 | $2,403 | $4,797 | -$2,394 | -$2,394 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-04-04 | $2,403 | $4,787 | -$2,384 | -$2,384 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-04-04 | $2,403 | $4,797 | -$2,394 | -$2,394 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-04-04 | $2,403 | $4,798 | -$2,395 | -$2,395 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-04-04 | $2,403 | $4,797 | -$2,394 | -$2,394 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-04-04 | $2,403 | $4,797 | -$2,394 | -$2,394 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-04-04 | $2,403 | $4,797 | -$2,394 | -$2,394 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-04-04 | $2,403 | $4,797 | -$2,394 | -$2,394 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-04-04 | $2,403 | $4,797 | -$2,394 | -$2,394 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-04-04 | $2,403 | $4,787 | -$2,384 | -$2,384 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-04-04 | $2,403 | $4,797 | -$2,394 | -$2,394 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-04-04 | $2,403 | $4,797 | -$2,394 | -$2,394 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-04-04 | $2,403 | $4,797 | -$2,394 | -$2,394 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-04-04 | $2,403 | $4,797 | -$2,394 | -$2,394 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-04-04 | $2,403 | $4,787 | -$2,384 | -$2,384 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-04-04 | $2,403 | $4,796 | -$2,393 | -$2,393 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-04-04 | $2,403 | $4,796 | -$2,393 | -$2,393 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-04-04 | $2,403 | $4,797 | -$2,394 | -$2,394 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $2,360 | $3,447 | -$1,087 | -$1,087 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-04-04 | $2,162 | $4,317 | -$2,155 | -$2,155 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-04-04 | $2,162 | $4,317 | -$2,155 | -$2,155 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-04-04 | $2,162 | $4,317 | -$2,155 | -$2,155 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-04-04 | $2,162 | $4,317 | -$2,155 | -$2,155 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-04-04 | $2,162 | $4,317 | -$2,155 | -$2,155 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-04-04 | $2,162 | $4,317 | -$2,155 | -$2,155 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-04-04 | $2,162 | $4,317 | -$2,155 | -$2,155 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-04-04 | $2,162 | $4,310 | -$2,148 | -$2,148 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-04-04 | $2,162 | $4,309 | -$2,147 | -$2,147 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-04-04 | $2,162 | $4,311 | -$2,149 | -$2,149 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-04-04 | $2,162 | $4,310 | -$2,148 | -$2,148 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-04-04 | $2,066 | $4,121 | -$2,055 | -$2,055 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-04-04 | $1,970 | $3,928 | -$1,958 | -$1,958 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $1,967 | $2,870 | -$903 | -$903 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $1,967 | $2,873 | -$906 | -$906 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-04-04 | $1,922 | $3,838 | -$1,916 | -$1,916 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-04-04 | $1,874 | $3,735 | -$1,861 | -$1,861 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $1,672 | $2,436 | -$764 | -$764 | |
| COMPASS PATHWAYS ADR ADR | 2021-05-10 | 2025-01-15 | $1,669 | $17,720 | -$16,051 | -$16,051 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $1,541 | $2,246 | -$705 | -$705 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-04-04 | $1,514 | $3,016 | -$1,502 | -$1,502 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $1,311 | $1,914 | -$603 | -$603 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $1,114 | $1,626 | -$512 | -$512 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $1,082 | $1,575 | -$493 | -$493 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $1,082 | $1,575 | -$493 | -$493 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-04-04 | $793 | $1,583 | -$790 | -$790 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-04-04 | $793 | $1,583 | -$790 | -$790 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-04-04 | $745 | $1,485 | -$740 | -$740 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $688 | $1,003 | -$315 | -$315 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $688 | $1,005 | -$317 | -$317 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $590 | $861 | -$271 | -$271 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $524 | $766 | -$242 | -$242 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $524 | $766 | -$242 | -$242 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $524 | $765 | -$241 | -$241 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $524 | $764 | -$240 | -$240 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-04-04 | $432 | $862 | -$430 | -$430 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $393 | $575 | -$182 | -$182 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-04-04 | $384 | $766 | -$382 | -$382 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-04-04 | $384 | $766 | -$382 | -$382 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-04-04 | $384 | $767 | -$383 | -$383 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-04-04 | $384 | $767 | -$383 | -$383 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-04-04 | $384 | $768 | -$384 | -$384 | |
| COMPASS PATHWAYS ADR ADR | 2021-05-10 | 2025-01-15 | $340 | $3,604 | -$3,264 | -$3,264 | |
| COMPASS PATHWAYS ADR ADR | 2021-05-10 | 2025-01-15 | $340 | $3,597 | -$3,257 | -$3,257 | |
| COMPASS PATHWAYS ADR ADR | 2021-05-10 | 2025-01-15 | $340 | $3,598 | -$3,258 | -$3,258 | |
| COMPASS PATHWAYS ADR ADR | 2021-05-10 | 2025-01-15 | $340 | $3,599 | -$3,259 | -$3,259 | |
| COMPASS PATHWAYS ADR ADR | 2021-05-10 | 2025-01-15 | $340 | $3,598 | -$3,258 | -$3,258 | |
| COMPASS PATHWAYS ADR ADR | 2021-05-10 | 2025-01-15 | $340 | $3,598 | -$3,258 | -$3,258 | |
| COMPASS PATHWAYS ADR ADR | 2021-05-10 | 2025-01-15 | $340 | $3,600 | -$3,260 | -$3,260 | |
| COMPASS PATHWAYS ADR ADR | 2021-05-10 | 2025-01-15 | $340 | $3,604 | -$3,264 | -$3,264 | |
| COMPASS PATHWAYS ADR ADR | 2021-05-10 | 2025-01-15 | $340 | $3,604 | -$3,264 | -$3,264 | |
| COMPASS PATHWAYS ADR ADR | 2021-05-10 | 2025-01-15 | $340 | $3,604 | -$3,264 | -$3,264 | |
| COMPASS PATHWAYS ADR ADR | 2021-05-10 | 2025-01-15 | $340 | $3,604 | -$3,264 | -$3,264 | |
| COMPASS PATHWAYS ADR ADR | 2021-05-10 | 2025-01-15 | $340 | $3,606 | -$3,266 | -$3,266 | |
| COMPASS PATHWAYS ADR ADR | 2021-05-10 | 2025-01-15 | $340 | $3,608 | -$3,268 | -$3,268 | |
| COMPASS PATHWAYS ADR ADR | 2021-05-10 | 2025-01-15 | $340 | $3,600 | -$3,260 | -$3,260 | |
| COMPASS PATHWAYS ADR ADR | 2021-05-10 | 2025-01-15 | $340 | $3,608 | -$3,268 | -$3,268 | |
| COMPASS PATHWAYS ADR ADR | 2021-05-10 | 2025-01-15 | $340 | $3,608 | -$3,268 | -$3,268 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $229 | $335 | -$106 | -$106 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $197 | $287 | -$90 | -$90 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $197 | $287 | -$90 | -$90 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-04-04 | $144 | $287 | -$143 | -$143 | |
| COMPASS PATHWAYS ADR ADR | 2021-05-10 | 2025-01-15 | $119 | $1,260 | -$1,141 | -$1,141 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-04-04 | $96 | $192 | -$96 | -$96 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-04-04 | $96 | $192 | -$96 | -$96 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-04-04 | $96 | $192 | -$96 | -$96 | |
| RETAIL OPPORTUNITY I REIT | 2020-03-16 | 2025-02-13 | $35 | $23 | $12 | $12 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $33 | $48 | -$15 | -$15 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $33 | $48 | -$15 | -$15 | |
| FIRST INTST BANCSYST A | 2021-04-19 | 2025-01-15 | $33 | $48 | -$15 | -$15 | |
| CAPITAL GAINS DIVIDENDS | $1,044,892 | $1,044,892 | $1,044,892 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $466,412 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,070 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,070 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,070 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $515 | EsPenaltyAmt |
| Tax Due | $10,585 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | UT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | HELEN H CARDON | IndividualWithBooksNm |
| Phone | 8018848051 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1663 S DEVONSHIRE DRIVE | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| HELEN H CARDON | ||||||||
| 1663 DEVONSHIRE DRIVE | SALT LAKE CITY | UT | 84108 | PRESIDENT/DIRECTOR | 1.00 | $9,000 | $0 | $0 |
| JEFFREY S CARDON | ||||||||
| 1663 DEVONSHIRE DRIVE | SALT LAKE CITY | UT | 84108 | SECRETARY/TREASURER/DIRECT | 1.00 | $9,000 | $0 | $0 |
| GEORGE J CARDON | ||||||||
| 434 NORTH A STREET | SALT LAKE CITY | UT | 84103 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $30,990,842 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $487,125 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $31,477,967 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $31,477,967 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $472,170 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $31,005,797 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,550,290 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,550,290 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,070 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,070 | TotalTaxAmt |
| Distributable Before Adj | $1,540,220 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,540,220 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,540,220 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,573,256 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,573,256 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,540,220 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,569,250 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,573,256 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,569,250 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,006 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,536,214 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HELEN H CARDON | ContributingManagerNm |
| Contributing Manager | JEFFREY S CARDON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (63 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 10-07 CHARITABLE FUND | |||||||
| 569 OGDEN CANYON | OGDEN | UT | 84401 | NONE | NC | CHARITABLE CONTRIBUTION | $3,000 |
| ABILITY FOUND | |||||||
| 2324 CONSTITUTION BLVD | WEST VALLEY CITY | UT | 84119 | NONE | NC | CHARITABLE CONTRIBUTION | $2,000 |
| AMERICAN CANCER SOCIETY | |||||||
| 941 E 3300 S 100 | SALT LAKE CITY | UT | 84106 | NONE | NC | CHARITABLE CONTRIBUTION | $5,000 |
| ART ACCESS | |||||||
| 230 S 500 W | SALT LAKE CITY | UT | 84101 | NONE | NC | CHARITABLE CONTRIBUTION | $3,000 |
| ART SPACE | |||||||
| 230 S 500 W | SALT LAKE CITY | UT | 84101 | NONE | NC | CHARITABLE CONTRIBUTION | $1,500 |
| BOYS & GIRLS CLUB OF SALT LAKE CITY | |||||||
| 669 S 200 E 100 | SALT LAKE CITY | UT | 84111 | NONE | NC | CHARITABLE CONTRIBUTION | $40,000 |
| CACHE VALLEY LANGUAGE CENTER | |||||||
| 1544 N 200 W | LOGAN | UT | 84341 | NONE | NC | CHARITABLE CONTRIBUTION | $25,000 |
| COUNTRY CLUB CARES FOUNDATION | |||||||
| 2400 E COUNTRY CLUB DR | SALT LAKE CITY | UT | 84109 | NONE | NC | CHARITABLE CONTRIBUTION | $10,000 |
| ENCIRCLE FOR SALT LAKE CITY | |||||||
| 331 600 E | SALT LAKE CITY | UT | 84102 | NONE | NC | CHARITABLE CONTRIBUTION | $16,000 |
| ENVIRONMENTAL RESOURCE CENTER | |||||||
| PO BOX 819 | KETCHUM | ID | 83340 | NONE | NC | CHARITABLE CONTRIBUTION | $20,000 |
| FAMILY PROMISE | |||||||
| 814 W 800 S | SALT LAKE CITY | UT | 84104 | NONE | NC | CHARITABLE CONTRIBUTION | $5,000 |
| GIRLS ON THE RUN | |||||||
| PO BOX 58337 | SALT LAKE CITY | UT | 84158 | NONE | NC | CHARITABLE CONTRIBUTION | $3,500 |
| GLOBAL EMPOWERMENT MISSION | |||||||
| 1850 NW 84TH AVE 100 | DORAL | FL | 33126 | NONE | NC | CHARITABLE CONTRIBUTION | $3,000 |
| GUADALUPE SCHOOL | |||||||
| 1385 N 1200 W | SALT LAKE CITY | UT | 84116 | NONE | NC | CHARITABLE CONTRIBUTION | $40,000 |
| JEWISH FAMILY SERVICE RENTAL AS | |||||||
| 495 E 4500 S STE 100 | SALT LAKE CITY | UT | 84107 | NONE | NC | CHARITABLE CONTRIBUTION | $20,000 |
| KEYSTONE RECOVERY CENTER | |||||||
| 1159 30TH STREET | OGDEN | UT | 84403 | NONE | NC | CHARITABLE CONTRIBUTION | $5,000 |
| MALIHEH FREE CLINIC | |||||||
| 415 E 3900 S | SALT LAKE CITY | UT | 84107 | NONE | NC | CHARITABLE CONTRIBUTION | $25,000 |
| NATIONAL ABILITY CENTER | |||||||
| PO BOX 682799 | PARK CITY | UT | 84068 | NONE | NC | CHARITABLE CONTRIBUTION | $8,000 |
| NATIONAL ALLIANCE ON MENTAL ILLNESS | |||||||
| 1600 W 2200 S 202 | WEST VALLEY CITY | UT | 84119 | NONE | NC | CHARITABLE CONTRIBUTION | $3,000 |
| NATURE CONSERVANCY | |||||||
| 559 E SOUTH TEMPLE | SALT LAKE CITY | UT | 84102 | NONE | NC | CHARITABLE CONTRIBUTION | $13,000 |
| NEIGHBORHOOD HOUSE | |||||||
| 1050 W 500 S | SALT LAKE CITY | UT | 84104 | NONE | NC | CHARITABLE CONTRIBUTION | $58,000 |
| PACE SLCC SCHOLARSHIP | |||||||
| 4600 SOUTH REDWOOD ROAD | SALT LAKE CITY | UT | 84123 | NONE | NC | CHARITABLE CONTRIBUTION | $25,000 |
| PEOPLE HELPING PEOPLE | |||||||
| 205 N 400 W | SALT LAKE CITY | UT | 84103 | NONE | NC | CHARITABLE CONTRIBUTION | $15,000 |
| RED BUTTE GARDEN | |||||||
| 300 WAKARA WAY | SALT LAKE CITY | UT | 84108 | NONE | NC | CHARITABLE CONTRIBUTION | $10,706 |
| RITECARE OF UTAH | |||||||
| 650 E S TEMPLE | SALT LAKE CITY | UT | 84102 | NONE | NC | CHARITABLE CONTRIBUTION | $4,000 |
| SALT LAKE BICYCLE COLLECTIVE | |||||||
| 2312 SW TEMPLE | SOUTH SALT LAKE | UT | 84115 | NONE | NC | CHARITABLE CONTRIBUTION | $5,000 |
| SALT LAKE COMMUNITY FOUNDATION | |||||||
| 2257 1100 E UNIT 205 | SALT LAKE CITY | UT | 84106 | NONE | NC | CHARITABLE CONTRIBUTION | $150,000 |
| SALT LAKE DONATED DENTAL | |||||||
| 1383 S 900 W 128 | SALT LAKE CITY | UT | 84104 | NONE | NC | CHARITABLE CONTRIBUTION | $7,000 |
| SHANNON J SCHOLARSHIP | |||||||
| PO BOX 452 | ROY | UT | 84067 | NONE | NC | CHARITABLE CONTRIBUTION | $5,000 |
| SNOW BASIN EDUCATION FOUNDATION | |||||||
| 3925 SNOW BASIN RD | HUNTSVILLE | UT | 84317 | NONE | NC | CHARITABLE CONTRIBUTION | $32,500 |
| THE CHILDREN'S CENTER | |||||||
| 5242 S 4820 W | KEARNS | UT | 84118 | NONE | NC | CHARITABLE CONTRIBUTION | $46,550 |
| THE HAVEN | |||||||
| 974 E S TEMPLE | SALT LAKE CITY | UT | 84102 | NONE | NC | CHARITABLE CONTRIBUTION | $15,000 |
| THE INN BETWEEN | |||||||
| 1216 E 1300 S | SALT LAKE CITY | UT | 84105 | NONE | NC | CHARITABLE CONTRIBUTION | $5,000 |
| THE UNIVERSITY OF NOTRE DAME | |||||||
| UNIVERSITY OF NOTRE DAME | NOTRE DAME | IN | 46556 | NONE | NC | CHARITABLE CONTRIBUTION | $125,000 |
| THE UNIVERSITY OF UTAH | |||||||
| 201 PRESIDENTS CIR | SALT LAKE CITY | UT | 84112 | NONE | NC | CHARITABLE CONTRIBUTION | $535,000 |
| TORREY HOUSE PRESS | |||||||
| 2806 E MELONY DR | SALT LAKE CITY | UT | 84124 | NONE | NC | CHARITABLE CONTRIBUTION | $40,000 |
| TRYALL FUND | |||||||
| 641 LEXINGTON AVENUE 29TH FLOOR | NEW YORK | NY | 10022 | NONE | NC | CHARITABLE CONTRIBUTION | $10,000 |
| UTAH NALAXONE | |||||||
| 525 EAST 100 SOUTH 4400 | SALT LAKE CITY | UT | 84102 | NONE | NC | CHARITABLE CONTRIBUTION | $10,000 |
| UTAH YMCA | |||||||
| 675 E 2100 S STE 200 | SALT LAKE CITY | UT | 84106 | NONE | NC | CHARITABLE CONTRIBUTION | $15,000 |
| VALLEY CAMP | |||||||
| 5582 WALKER WOODS LANE | SALT LAKE CITY | UT | 84117 | NONE | NC | CHARITABLE CONTRIBUTION | $5,000 |
| VOLUNTEERS OF AMERICA | |||||||
| 435 W BEARCAT DRIVE | SALT LAKE CITY | UT | 84115 | NONE | NC | CHARITABLE CONTRIBUTION | $10,000 |
| WEBER STATE UNIVERSITY | |||||||
| 3848 HARRISON BLVD | OGDEN | UT | 84408 | NONE | NC | CHARITABLE CONTRIBUTION | $10,000 |
| WOMEN OF THE WORLD | |||||||
| 415 E 3900 S | SALT LAKE CITY | UT | 84107 | NONE | NC | CHARITABLE CONTRIBUTION | $10,000 |
| WOMEN'S RETREAT HOUSE | |||||||
| PO BOX 9044 | SALT LAKE CITY | UT | 84414 | NONE | NC | CHARITABLE CONTRIBUTION | $5,000 |
| YOUTH IMPACT | |||||||
| 2305 GRANT AVE | OGDEN | UT | 84401 | NONE | NC | CHARITABLE CONTRIBUTION | $5,000 |
| YOUTH SPORTS ALLIANCE | |||||||
| 1665 BONANZA DR | PARK CITY | UT | 84060 | NONE | NC | CHARITABLE CONTRIBUTION | $30,000 |
| BE BETTER FOUNDATION | |||||||
| 1599 GLENEAGLES DR | BOWLING GREEN | OH | 43402 | NONE | NC | CHARITABLE CONTRIBUTION | $2,000 |
| CACHE REFUGEE & IMMIGRATION CON | |||||||
| 1115 N 200 E SUITE 130 | LOGAN | UT | 84341 | NONE | NC | CHARITABLE CONTRIBUTION | $5,000 |
| HEAL PALESTINE | |||||||
| 1675 E MAIN ST SUITE 248 | KENT | OH | 44240 | NONE | NC | CHARITABLE CONTRIBUTION | $5,000 |
| HUMANE SOCIETY OF SEDONA | |||||||
| 2115 SHELBY DR | SEDONA | AZ | 86336 | NONE | NC | CHARITABLE CONTRIBUTION | $5,000 |
| MORAN EYE CENTER | |||||||
| 65 MARIO CAPECCHI DR | SALT LAKE CITY | UT | 84132 | NONE | NC | CHARITABLE CONTRIBUTION | $10,000 |
| PALESTINE CHILDREN'S RELIEF FUN | |||||||
| 360 E 2ND ST STE 710 | LOS ANGELES | CA | 90012 | NONE | NC | CHARITABLE CONTRIBUTION | $5,000 |
| PROJECT EMBRACE | |||||||
| 6268 W 8235 S | WEST JORDAN | UT | 84081 | NONE | NC | CHARITABLE CONTRIBUTION | $12,500 |
| RAIN FOREST FOUNDATION | |||||||
| 50 COURT ST SUITE 712 | BROOKLYN | NY | 11201 | NONE | NC | CHARITABLE CONTRIBUTION | $5,000 |
| RESCUE ROBERS | |||||||
| 11624 S BROADVIEW WAY | SANDY | UT | 84092 | NONE | NC | CHARITABLE CONTRIBUTION | $12,500 |
| SAFE PROJECT | |||||||
| 1201 WILSON BLVD | ARLINGTON | VA | 22209 | NONE | NC | CHARITABLE CONTRIBUTION | $5,000 |
| TAYLOR HAGEN MEMORIAL INC | |||||||
| 6376 S CREST MOUNT CIR | HOLLADAY | UT | 84121 | NONE | NC | CHARITABLE CONTRIBUTION | $10,000 |
| THE OTHERSIDE VILLAGE | |||||||
| 1882 W INDIANA AVE | SALT LAKE CITY | UT | 84104 | NONE | NC | CHARITABLE CONTRIBUTION | $10,000 |
| UPLIFT COMMUNITY ALLIANCE | |||||||
| 2060 E 3300 S | SALT LAKE CITY | UT | 84109 | NONE | NC | CHARITABLE CONTRIBUTION | $6,000 |
| UTAH DOMESTIC VIOLENCE COALITIO | |||||||
| 124 S 400 E SUITE 430 | SALT LAKE CITY | UT | 84111 | NONE | NC | CHARITABLE CONTRIBUTION | $6,000 |
| UTAH MUSEUM OF NATURAL HISTORY | |||||||
| 301 WAKARA WAY | SALT LAKE CITY | UT | 84108 | NONE | NC | CHARITABLE CONTRIBUTION | $23,400 |
| UTAH PRIDE CENTER | |||||||
| 68 S MAIN ST 9TH FLOOR | SALT LAKE CITY | UT | 84101 | NONE | NC | CHARITABLE CONTRIBUTION | $1,100 |
| VALLEY BEHAVIORAL HEALTH | |||||||
| 443 S 600 E | SALT LAKE CITY | UT | 84102 | NONE | NC | CHARITABLE CONTRIBUTION | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,573,256 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $303 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $358,527 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $466,412 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $825,242 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $825,242 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CBIZ | CategoryTxt |
| Amt | $3,912 | Amt |
| Net Investment Income | $3,912 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (33 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M CO: MMM | $167,279 | $160,100 |
| APPLE INC | $11,913 | $192,477 |
| CAMECO CORP | $258,030 | $823,410 |
| CHEWY INC | $829,999 | $1,074,125 |
| DOCUSIGN | $401,519 | $684,000 |
| FIRST INSTT BANCSYST | $845,404 | $678,160 |
| GENUINE PARTS CO | $80,596 | $174,603 |
| GLENCORE PLC | $349,760 | $317,780 |
| KNIGHT SWIFT TRANSPORTATION | $426,880 | $480,976 |
| LVMH MOET HENNESSY LOU | $17,845 | $82,946 |
| MICROCHIP TECHNOLOGY | $118,652 | $589,410 |
| MSC INDL DIRECT INC | $967,308 | $925,100 |
| PAYCHEX INC | $717,439 | $1,301,288 |
| PEPSICO INCORPORATED | $150,808 | $337,272 |
| SHAKE SHACK | $501,203 | $487,020 |
| SIX FLAGS ENTERTAINMENT CORP | $1,366,831 | $653,039 |
| SONOS | $633,382 | $509,240 |
| SPROTT PHYSICAL URANIU F | $255,353 | $332,345 |
| SYSCO CORPORATION | $150,340 | $397,926 |
| TENCENT HOLDINGS | $5,399 | $70,809 |
| THE MOSAIC CO | $410,280 | $144,540 |
| VERIZON COMMUNICATION | $150,529 | $171,066 |
| VISA INC | $15,773 | $151,507 |
| WASATCH EMRG INDIA FD | $895,525 | $1,686,296 |
| WASATCH EMRG MKT SLCT | $500,000 | $942,089 |
| WASATCH GLOBAL OPPORTUNIES | $1,358,641 | $2,125,228 |
| WASATCH INTL GRTH | $300,000 | $206,294 |
| WASATCH SMALL CAP GR | $10,559,803 | $10,931,562 |
| WASATCH SMALL CAP VL | $400,000 | $794,462 |
| MICRON TECHNOLOGY | $348,110 | $998,935 |
| SHIFT4 PMTS | $292,194 | $264,474 |
| ISHARES 20 PLS YEAR TREASURY BOND ETF | $992,901 | $923,896 |
| PROSHARES ULTRAPRO SHORT QQQ ETF | $697,797 | $205,500 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKERAGE FEES | CategoryTxt |
| Amt | $144 | Amt |
| Net Investment Income | $144 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $96,705 | $96,705 | $0 |
| FEDERAL INCOME TAX PAYMENTS | $10,460 | $0 | $0 |
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