2026-05-15T16:48:13-05:00 2025-12-31 341878512 CBIZ ADVISORS LLC 19 EAST 200 SOUTH SUITE 1000 SALT LAKE CITY UT 84111 990PF 2025-01-01 202029087 JEFFREY S & HELEN H CARDON FOUNDATION JEFF 8018848051 1663 S DEVONSHIRE DR SALT LAKE CITY UT 84108 HELEN CARDON PRESIDENT 8018848051 2026-05-13 1 AARON POND P00748419 8013649300 2026-05-13 2025 2025-03-06 01:10:19Z X 31256560 X X 303 303 358527 358527 466412 5336106 466412 825242 825242 18000 0 0 3912 3912 0 144 144 0 107165 96705 0 129221 100761 0 1573256 1573256 1702477 100761 1573256 -877235 724481 164282 1438685 1438685 27329131 25177493 29817875 27493413 26616178 31256560 0 0 X 27493413 26616178 27493413 26616178 27493413 26616178 27493413 -877235 0 26616178 0 26616178 WASATCH GLOBAL OPPORTUNITIES INVESTOR 2020-11-19 2025-12-31 1012500 1170685 -158185 -158185 RETAIL OPPORTUNITY I REIT 2020-03-16 2025-02-13 699230 454711 244519 244519 WASATCH SMALL CAP GROWTH INVESTOR 2016-12-28 2025-12-31 527620 546367 -18747 -18747 INTRA-CELLULAR THERA 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BANCSYST A 2021-04-19 2025-01-15 13111 19096 -5985 -5985 FIRST INTST BANCSYST A 2021-04-19 2025-01-15 13111 19096 -5985 -5985 FIRST INTST BANCSYST A 2021-04-19 2025-01-15 9833 14352 -4519 -4519 FIRST INTST BANCSYST A 2021-04-19 2025-01-15 9833 14322 -4489 -4489 FIRST INTST BANCSYST A 2021-04-19 2025-01-15 9833 14322 -4489 -4489 FIRST INTST BANCSYST A 2021-04-19 2025-04-04 7207 14391 -7184 -7184 FIRST INTST BANCSYST A 2021-04-19 2025-04-04 7207 14376 -7169 -7169 FIRST INTST BANCSYST A 2021-04-19 2025-01-15 6556 9548 -2992 -2992 FIRST INTST BANCSYST A 2021-04-19 2025-01-15 6556 9576 -3020 -3020 INOVIO PHARMACEUTICA 2021-08-26 2025-04-04 5351 393940 -388589 -388589 RETAIL OPPORTUNITY I REIT 2020-03-16 2025-02-13 5163 3341 1822 1822 FIRST INTST BANCSYST A 2021-04-19 2025-04-04 4805 9584 -4779 -4779 FIRST INTST BANCSYST A 2021-04-19 2025-04-04 4805 9594 -4789 -4789 FIRST INTST BANCSYST A 2021-04-19 2025-04-04 4805 9594 -4789 -4789 FIRST INTST BANCSYST A 2021-04-19 2025-04-04 4805 9578 -4773 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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 3604 -3264 -3264 COMPASS PATHWAYS ADR ADR 2021-05-10 2025-01-15 340 3597 -3257 -3257 COMPASS PATHWAYS ADR ADR 2021-05-10 2025-01-15 340 3598 -3258 -3258 COMPASS PATHWAYS ADR ADR 2021-05-10 2025-01-15 340 3599 -3259 -3259 COMPASS PATHWAYS ADR ADR 2021-05-10 2025-01-15 340 3598 -3258 -3258 COMPASS PATHWAYS ADR ADR 2021-05-10 2025-01-15 340 3598 -3258 -3258 COMPASS PATHWAYS ADR ADR 2021-05-10 2025-01-15 340 3600 -3260 -3260 COMPASS PATHWAYS ADR ADR 2021-05-10 2025-01-15 340 3604 -3264 -3264 COMPASS PATHWAYS ADR ADR 2021-05-10 2025-01-15 340 3604 -3264 -3264 COMPASS PATHWAYS ADR ADR 2021-05-10 2025-01-15 340 3604 -3264 -3264 COMPASS PATHWAYS ADR ADR 2021-05-10 2025-01-15 340 3604 -3264 -3264 COMPASS PATHWAYS ADR ADR 2021-05-10 2025-01-15 340 3606 -3266 -3266 COMPASS PATHWAYS ADR ADR 2021-05-10 2025-01-15 340 3608 -3268 -3268 COMPASS PATHWAYS ADR ADR 2021-05-10 2025-01-15 340 3600 -3260 -3260 COMPASS PATHWAYS ADR ADR 2021-05-10 2025-01-15 340 3608 -3268 -3268 COMPASS PATHWAYS ADR ADR 2021-05-10 2025-01-15 340 3608 -3268 -3268 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 1260 -1141 -1141 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 P 1044892 1044892 1044892 466412 10070 0 10070 0 10070 0 0 0 0 0 X 515 10585 0 0 0 0 0 0 0 0 0 0 1 1 UT 1 0 0 0 0 1 N/A HELEN H CARDON 8018848051 1663 S DEVONSHIRE DRIVE SALT LAKE CITY UT 84108 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 HELEN H CARDON 1663 DEVONSHIRE DRIVE SALT LAKE CITY UT 84108 PRESIDENT/DIRECTOR 1.00 9000 0 0 JEFFREY S CARDON 1663 DEVONSHIRE DRIVE SALT LAKE CITY UT 84108 SECRETARY/TREASURER/DIRECT 1.00 9000 0 0 GEORGE J CARDON 434 NORTH A STREET SALT LAKE CITY UT 84103 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 N/A 0 0 30990842 487125 0 31477967 0 0 31477967 472170 31005797 1550290 1550290 10070 10070 1540220 0 1540220 0 1540220 1573256 0 1573256 1540220 1569250 0 0 1573256 1569250 0 0 4006 0 0 0 0 0 0 0 0 1536214 0 0 0 HELEN H CARDON JEFFREY S CARDON X 10-07 CHARITABLE FUND 569 OGDEN CANYON OGDEN UT 84401 NONE NC CHARITABLE CONTRIBUTION 3000 ABILITY FOUND 2324 CONSTITUTION BLVD WEST VALLEY CITY UT 84119 NONE NC CHARITABLE CONTRIBUTION 2000 AMERICAN CANCER SOCIETY 941 E 3300 S 100 SALT LAKE CITY UT 84106 NONE NC CHARITABLE CONTRIBUTION 5000 ART ACCESS 230 S 500 W SALT LAKE CITY UT 84101 NONE NC CHARITABLE CONTRIBUTION 3000 ART SPACE 230 S 500 W SALT LAKE CITY UT 84101 NONE NC CHARITABLE CONTRIBUTION 1500 BOYS & GIRLS CLUB OF SALT LAKE CITY 669 S 200 E 100 SALT LAKE CITY UT 84111 NONE NC CHARITABLE CONTRIBUTION 40000 CACHE VALLEY LANGUAGE CENTER 1544 N 200 W LOGAN UT 84341 NONE NC CHARITABLE CONTRIBUTION 25000 COUNTRY CLUB CARES FOUNDATION 2400 E COUNTRY CLUB DR SALT LAKE CITY UT 84109 NONE NC CHARITABLE CONTRIBUTION 10000 ENCIRCLE FOR SALT LAKE CITY 331 600 E SALT LAKE CITY UT 84102 NONE NC CHARITABLE CONTRIBUTION 16000 ENVIRONMENTAL RESOURCE CENTER PO BOX 819 KETCHUM ID 83340 NONE NC CHARITABLE CONTRIBUTION 20000 FAMILY PROMISE 814 W 800 S SALT LAKE CITY UT 84104 NONE NC CHARITABLE CONTRIBUTION 5000 GIRLS ON THE RUN PO BOX 58337 SALT LAKE CITY UT 84158 NONE NC CHARITABLE CONTRIBUTION 3500 GLOBAL EMPOWERMENT MISSION 1850 NW 84TH AVE 100 DORAL FL 33126 NONE NC CHARITABLE CONTRIBUTION 3000 GUADALUPE SCHOOL 1385 N 1200 W SALT LAKE CITY UT 84116 NONE NC CHARITABLE CONTRIBUTION 40000 JEWISH FAMILY SERVICE RENTAL AS 495 E 4500 S STE 100 SALT LAKE CITY UT 84107 NONE NC CHARITABLE CONTRIBUTION 20000 KEYSTONE RECOVERY CENTER 1159 30TH STREET OGDEN UT 84403 NONE NC CHARITABLE CONTRIBUTION 5000 MALIHEH FREE CLINIC 415 E 3900 S SALT LAKE CITY UT 84107 NONE NC CHARITABLE CONTRIBUTION 25000 NATIONAL ABILITY CENTER PO BOX 682799 PARK CITY UT 84068 NONE NC CHARITABLE CONTRIBUTION 8000 NATIONAL ALLIANCE ON MENTAL ILLNESS 1600 W 2200 S 202 WEST VALLEY CITY UT 84119 NONE NC CHARITABLE CONTRIBUTION 3000 NATURE CONSERVANCY 559 E SOUTH TEMPLE SALT LAKE CITY UT 84102 NONE NC CHARITABLE CONTRIBUTION 13000 NEIGHBORHOOD HOUSE 1050 W 500 S SALT LAKE CITY UT 84104 NONE NC CHARITABLE CONTRIBUTION 58000 PACE SLCC SCHOLARSHIP 4600 SOUTH REDWOOD ROAD SALT LAKE CITY UT 84123 NONE NC CHARITABLE CONTRIBUTION 25000 PEOPLE HELPING PEOPLE 205 N 400 W SALT LAKE CITY UT 84103 NONE NC CHARITABLE CONTRIBUTION 15000 RED BUTTE GARDEN 300 WAKARA WAY SALT LAKE CITY UT 84108 NONE NC CHARITABLE CONTRIBUTION 10706 RITECARE OF UTAH 650 E S TEMPLE SALT LAKE CITY UT 84102 NONE NC CHARITABLE CONTRIBUTION 4000 SALT LAKE BICYCLE COLLECTIVE 2312 SW TEMPLE SOUTH SALT LAKE UT 84115 NONE NC CHARITABLE CONTRIBUTION 5000 SALT LAKE COMMUNITY FOUNDATION 2257 1100 E UNIT 205 SALT LAKE CITY UT 84106 NONE NC CHARITABLE CONTRIBUTION 150000 SALT LAKE DONATED DENTAL 1383 S 900 W 128 SALT LAKE CITY UT 84104 NONE NC CHARITABLE CONTRIBUTION 7000 SHANNON J SCHOLARSHIP PO BOX 452 ROY UT 84067 NONE NC CHARITABLE CONTRIBUTION 5000 SNOW BASIN EDUCATION FOUNDATION 3925 SNOW BASIN RD HUNTSVILLE UT 84317 NONE NC CHARITABLE CONTRIBUTION 32500 THE CHILDREN'S CENTER 5242 S 4820 W KEARNS UT 84118 NONE NC CHARITABLE CONTRIBUTION 46550 THE HAVEN 974 E S TEMPLE SALT LAKE CITY UT 84102 NONE NC CHARITABLE CONTRIBUTION 15000 THE INN BETWEEN 1216 E 1300 S SALT LAKE CITY UT 84105 NONE NC CHARITABLE CONTRIBUTION 5000 THE UNIVERSITY OF NOTRE DAME UNIVERSITY OF NOTRE DAME NOTRE DAME IN 46556 NONE NC CHARITABLE CONTRIBUTION 125000 THE UNIVERSITY OF UTAH 201 PRESIDENTS CIR SALT LAKE CITY UT 84112 NONE NC CHARITABLE CONTRIBUTION 535000 TORREY HOUSE PRESS 2806 E MELONY DR SALT LAKE CITY UT 84124 NONE NC CHARITABLE CONTRIBUTION 40000 TRYALL FUND 641 LEXINGTON AVENUE 29TH FLOOR NEW YORK NY 10022 NONE NC CHARITABLE CONTRIBUTION 10000 UTAH NALAXONE 525 EAST 100 SOUTH 4400 SALT LAKE CITY UT 84102 NONE NC CHARITABLE CONTRIBUTION 10000 UTAH YMCA 675 E 2100 S STE 200 SALT LAKE CITY UT 84106 NONE NC CHARITABLE CONTRIBUTION 15000 VALLEY CAMP 5582 WALKER WOODS LANE SALT LAKE CITY UT 84117 NONE NC CHARITABLE CONTRIBUTION 5000 VOLUNTEERS OF AMERICA 435 W BEARCAT DRIVE SALT LAKE CITY UT 84115 NONE NC CHARITABLE CONTRIBUTION 10000 WEBER STATE UNIVERSITY 3848 HARRISON BLVD OGDEN UT 84408 NONE NC CHARITABLE CONTRIBUTION 10000 WOMEN OF THE WORLD 415 E 3900 S SALT LAKE CITY UT 84107 NONE NC CHARITABLE CONTRIBUTION 10000 WOMEN'S RETREAT HOUSE PO BOX 9044 SALT LAKE CITY UT 84414 NONE NC CHARITABLE CONTRIBUTION 5000 YOUTH IMPACT 2305 GRANT AVE OGDEN UT 84401 NONE NC CHARITABLE CONTRIBUTION 5000 YOUTH SPORTS ALLIANCE 1665 BONANZA DR PARK CITY UT 84060 NONE NC CHARITABLE CONTRIBUTION 30000 BE BETTER FOUNDATION 1599 GLENEAGLES DR BOWLING GREEN OH 43402 NONE NC CHARITABLE CONTRIBUTION 2000 CACHE REFUGEE & IMMIGRATION CON 1115 N 200 E SUITE 130 LOGAN UT 84341 NONE NC CHARITABLE CONTRIBUTION 5000 HEAL PALESTINE 1675 E MAIN ST SUITE 248 KENT OH 44240 NONE NC CHARITABLE CONTRIBUTION 5000 HUMANE SOCIETY OF SEDONA 2115 SHELBY DR SEDONA AZ 86336 NONE NC CHARITABLE CONTRIBUTION 5000 MORAN EYE CENTER 65 MARIO CAPECCHI DR SALT LAKE CITY UT 84132 NONE NC CHARITABLE CONTRIBUTION 10000 PALESTINE CHILDREN'S RELIEF FUN 360 E 2ND ST STE 710 LOS ANGELES CA 90012 NONE NC CHARITABLE CONTRIBUTION 5000 PROJECT EMBRACE 6268 W 8235 S WEST JORDAN UT 84081 NONE NC CHARITABLE CONTRIBUTION 12500 RAIN FOREST FOUNDATION 50 COURT ST SUITE 712 BROOKLYN NY 11201 NONE NC CHARITABLE CONTRIBUTION 5000 RESCUE ROBERS 11624 S BROADVIEW WAY SANDY UT 84092 NONE NC CHARITABLE CONTRIBUTION 12500 SAFE PROJECT 1201 WILSON BLVD ARLINGTON VA 22209 NONE NC CHARITABLE CONTRIBUTION 5000 TAYLOR HAGEN MEMORIAL INC 6376 S CREST MOUNT CIR HOLLADAY UT 84121 NONE NC CHARITABLE CONTRIBUTION 10000 THE OTHERSIDE VILLAGE 1882 W INDIANA AVE SALT LAKE CITY UT 84104 NONE NC CHARITABLE CONTRIBUTION 10000 UPLIFT COMMUNITY ALLIANCE 2060 E 3300 S SALT LAKE CITY UT 84109 NONE NC CHARITABLE CONTRIBUTION 6000 UTAH DOMESTIC VIOLENCE COALITIO 124 S 400 E SUITE 430 SALT LAKE CITY UT 84111 NONE NC CHARITABLE CONTRIBUTION 6000 UTAH MUSEUM OF NATURAL HISTORY 301 WAKARA WAY SALT LAKE CITY UT 84108 NONE NC CHARITABLE CONTRIBUTION 23400 UTAH PRIDE CENTER 68 S MAIN ST 9TH FLOOR SALT LAKE CITY UT 84101 NONE NC CHARITABLE CONTRIBUTION 1100 VALLEY BEHAVIORAL HEALTH 443 S 600 E SALT LAKE CITY UT 84102 NONE NC CHARITABLE CONTRIBUTION 10000 1573256 0 14 303 14 358527 18 466412 0 825242 0 825242 0 0 0 0 0 0 0 0 0 0 CBIZ 3912 3912 0 3M CO: MMM 167279 160100 APPLE INC 11913 192477 CAMECO CORP 258030 823410 CHEWY INC 829999 1074125 DOCUSIGN 401519 684000 FIRST INSTT BANCSYST 845404 678160 GENUINE PARTS CO 80596 174603 GLENCORE PLC 349760 317780 KNIGHT SWIFT TRANSPORTATION 426880 480976 LVMH MOET HENNESSY LOU 17845 82946 MICROCHIP TECHNOLOGY 118652 589410 MSC INDL DIRECT INC 967308 925100 PAYCHEX INC 717439 1301288 PEPSICO INCORPORATED 150808 337272 SHAKE SHACK 501203 487020 SIX FLAGS ENTERTAINMENT CORP 1366831 653039 SONOS 633382 509240 SPROTT PHYSICAL URANIU F 255353 332345 SYSCO CORPORATION 150340 397926 TENCENT HOLDINGS 5399 70809 THE MOSAIC CO 410280 144540 VERIZON COMMUNICATION 150529 171066 VISA INC 15773 151507 WASATCH EMRG INDIA FD 895525 1686296 WASATCH EMRG MKT SLCT 500000 942089 WASATCH GLOBAL OPPORTUNIES 1358641 2125228 WASATCH INTL GRTH 300000 206294 WASATCH SMALL CAP GR 10559803 10931562 WASATCH SMALL CAP VL 400000 794462 MICRON TECHNOLOGY 348110 998935 SHIFT4 PMTS 292194 264474 ISHARES 20 PLS YEAR TREASURY BOND ETF 992901 923896 PROSHARES ULTRAPRO SHORT QQQ ETF 697797 205500 BROKERAGE FEES 144 144 0 FOREIGN TAX 96705 96705 0 FEDERAL INCOME TAX PAYMENTS 10460 0 0