BETA

JEFFREY S AND HELEN H CARDON FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
JEFFREY S AND HELEN H CARDON FOUNDATION (EIN 20-2029087)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-10-24
IRS object ID
202302979349100525
Schema version
2022v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-10-24T13:25:13-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN341878512PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CBIZ MHM LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line119 EAST 200 SOUTH SUITE 1000AddressLine1Txt
CitySALT LAKE CITYCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84111ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN202029087EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JEFFREY S AND HELEN H CARDON FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJEFFBusinessNameControlTxt
Phone8018848051PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11663 DEVONSHIRE DRIVEAddressLine1Txt
CitySALT LAKE CITYCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84108ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHELEN CARDONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8018848051PhoneNum
Signature2023-10-19SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstHELENPersonFirstNm
Person LastCARDONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAARON PONDPreparerPersonNm
PTINP00748419PTIN
Phone8013649300PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$28,554,500FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$2,442InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,442InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$306,499DividendsRevAndExpnssAmt
Dividends Net Invst Incm$306,499DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,205,112NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,064,650GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,205,112CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,514,053TotalRevAndExpnssAmt
Total Net Invst Incm$1,514,053TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$294OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$294OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$416InterestRevAndExpnssAmt
Interest Net Invst Incm$416InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$75,654TaxesRevAndExpnssAmt
Taxes Net Invst Incm$654TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$76,364TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,364TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,048,246ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,048,246ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,124,610TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,364TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,048,246TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$610,557ExcessRevenueOverExpensesAmt
Net Investment Income$1,512,689NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY-$387,088CashBOYAmt
Cash EOY-$514,355CashEOYAmt
Cash EOYFMV-$515,355CashEOYFMVAmt
Corporate Stock BOY$30,132,249CorporateStockBOYAmt
Corporate Stock EOY$29,648,959CorporateStockEOYAmt
Corporate Stock EOYFMV$29,069,855CorporateStockEOYFMVAmt
Total Assets BOY$29,745,161TotalAssetsBOYAmt
Total Assets EOY$29,134,604TotalAssetsEOYAmt
Total Assets EOYFMV$28,554,500TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$29,745,161NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$29,134,604NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$29,745,161TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$29,134,604TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$29,745,161TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$29,134,604TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$29,745,161TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$610,557ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$29,134,604SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$29,134,604TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CHARLES SCHWAB 1910 LONG TERMP2020-04-092022-12-31$3,980,916$2,859,538$1,121,378$1,121,378
CAPITAL GAINS DIVIDENDSP$83,734$83,734$83,734
FieldValueIRS element (for citing)
Capital Gain Net Income$1,205,112CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$21,026InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$21,026SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$21,026TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$31,327EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$31,327TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$10,301OverpaymentAmt
Applied To ES Tax$10,301AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateUTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksHELEN H CARDONIndividualWithBooksNm
Phone8018848051PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11663 S DEVONSHIRE DRIVEAddressLine1Txt
CitySALT LAKE CITYCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84108ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
HELEN H CARDON
1663 DEVONSHIRE DRIVESALT LAKE CITYUT84108PRESIDENT/DIRECTOR1.00$0$0$0
JEFFREY S CARDON
1663 DEVONSHIRE DRIVESALT LAKE CITYUT84108SECRETARY/TREASURER/DIRECT1.00$0$0$0
JANE H MASON
117 AUDUBON PLACEHAILEYID83333DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$31,774,444AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,746,894AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$33,521,338TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$33,521,338AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$502,820CashDeemedCharitableAmt
Net Vl Noncharitable Assets$33,018,518NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,650,926MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,650,926MinimumInvestmentReturnAmt
Tax Based On Investment Income$21,026TaxBasedOnInvestmentIncomeAmt
Total Tax$21,026TotalTaxAmt
Distributable Before Adj$1,629,900DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,629,900DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,629,900DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,048,246ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,048,246QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,629,900DistributableAsAdjustedAmt
Undistributed Income PY$2,015,553UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$2,048,246QualifyingDistributionsAmt
Applied To Year1$2,015,553AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$32,693AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$1,597,207UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerHELEN H CARDONContributingManagerNm
Contributing ManagerJEFFREY S CARDONContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (50 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
10-07 CHARITABLE FUND
569 OGDEN CANYONOGDENUT84401NONECHARITABLE CONTRIBUTION$2,500
ABILITY FOUND
2324 CONSTITUTION BLVDWEST VALLEY CITYUT84119NONECHARITABLE CONTRIBUTION$2,000
AMERICAN CANCER SOCIETY
941 E 3300 S 100SALT LAKE CITYUT84106NONECHARITABLE CONTRIBUTION$5,000
ART ACCESS
230 S 500 WSALT LAKE CITYUT84101NONECHARITABLE CONTRIBUTION$3,250
ART SPACE
230 S 500 WSALT LAKE CITYUT84101NONECHARITABLE CONTRIBUTION$1,500
ASSISTANCE LEAGUE OF SALT LAKE
2060 E 3300 SSALT LAKE CITYUT84109NONECHARITABLE CONTRIBUTION$5,000
BOYS & GIRLS CLUB OF SALT LAKE CITY
669 S 200 E 100SALT LAKE CITYUT84111NONECHARITABLE CONTRIBUTION$40,000
CATHOLIC COMMUNITY SERVICES
745 EAST 300 SOUTHSALT LAKE CITYUT84102NONECHARITABLE CONTRIBUTION$50,000
CHARLES SCHWAB CHARITABLE FUND
PO BOX 628298ORLANDOFL32862NONECHARITABLE CONTRIBUTION$856,000
ENCIRCLE FOR SALT LAKE CITY
331 600 ESALT LAKE CITYUT84102NONECHARITABLE CONTRIBUTION$7,000
ENGLISH LANGUAGE CENTER
1544 N 200 WLOGANUT84341NONECHARITABLE CONTRIBUTION$20,000
ENVIRONMENTAL RESOURCE CENTER
PO BOX 819KETCHUMID83340NONECHARITABLE CONTRIBUTION$20,000
FIRST TEE OF UTAH
680 W 3300 SSALT LAKE CITYUT84119NONECHARITABLE CONTRIBUTION$20,000
GIRLS ON THE RUN
PO BOX 58337SALT LAKE CITYUT84158NONECHARITABLE CONTRIBUTION$2,000
GUADALUPE SCHOOL
1385 N 1200 WSALT LAKE CITYUT84116NONECHARITABLE CONTRIBUTION$30,000
HELPER PROJECT
MAIN STREETSALT LAKE CITYUT84101NONECHARITABLE CONTRIBUTION$10,000
INTERNATIONAL RESCUE COMMITTEE
221 400 WSALT LAKE CITYUT84110NONECHARITABLE CONTRIBUTION$30,000
JEWISH FAMILY SERVICE RENTAL AS
495 E 4500 S STE 100SALT LAKE CITYUT84107NONECHARITABLE CONTRIBUTION$20,000
JOHN A MORAN EYE CENTER
65 MARIO CAPECCHI DRSALT LAKE CITYUT84132NONECHARITABLE CONTRIBUTION$10,000
KEYSTONE RECOVERY CENTER
1159 30TH STREETOGDENUT84403NONECHARITABLE CONTRIBUTION$5,000
MALIHEH FREE CLINIC
415 E 3900 SSALT LAKE CITYUT84107NONECHARITABLE CONTRIBUTION$25,000
NATIONAL ABILITY CENTER
PO BOX 682799PARK CITYUT84068NONECHARITABLE CONTRIBUTION$8,000
NATURAL HISTORY MUSEUM OF UTAH
301 WAKARA WAYSALT LAKE CITYUT84108NONECHARITABLE CONTRIBUTION$3,000
NATURE CONSERVANCY
559 E SOUTH TEMPLESALT LAKE CITYUT84102NONECHARITABLE CONTRIBUTION$10,500
NEIGHBORHOOD HOUSE
1050 W 500 SSALT LAKE CITYUT84104NONECHARITABLE CONTRIBUTION$55,200
PEOPLE HELPING PEOPLE
205 N 400 WSALT LAKE CITYUT84103NONECHARITABLE CONTRIBUTION$10,000
RED BUTTE GARDEN
300 WAKARA WAYSALT LAKE CITYUT84108NONECHARITABLE CONTRIBUTION$8,796
RITECARE OF UTAH
650 E S TEMPLESALT LAKE CITYUT84102NONECHARITABLE CONTRIBUTION$3,000
SALT LAKE BICYCLE COLLECTIVE
2312 SW TEMPLESOUTH SALT LAKEUT84115NONECHARITABLE CONTRIBUTION$7,000
SALT LAKE DONATED DENTAL
1383 S 900 W 128SALT LAKE CITYUT84104NONECHARITABLE CONTRIBUTION$5,000
SNOW BASIN EDUCATION FOUNDATION
3925 SNOW BASIN RDHUNTSVILLEUT84317NONECHARITABLE CONTRIBUTION$25,000
THE CHILDREN'S CENTER
5242 S 4820 WKEARNSUT84118NONECHARITABLE CONTRIBUTION$50,000
THE HAVEN
974 E S TEMPLESALT LAKE CITYUT84102NONECHARITABLE CONTRIBUTION$10,000
THE INN BETWEEN
1216 E 1300 SSALT LAKE CITYUT84105NONECHARITABLE CONTRIBUTION$3,000
THE UNIVERSITY OF NOTRE DAME
UNIVERSITY OF NOTRE DAMENOTRE DAMEIN46556NONECHARITABLE CONTRIBUTION$125,000
THE UNIVERSITY OF UTAH
201 PRESIDENTS CIRSALT LAKE CITYUT84112NONECHARITABLE CONTRIBUTION$418,000
TORREY HOUSE PRESS
2806 E MELONY DRSALT LAKE CITYUT84124NONECHARITABLE CONTRIBUTION$30,000
TRYALL FUND
641 LEXINGTON AVENUE 29TH FLOORNEW YORKNY10022NONECHARITABLE CONTRIBUTION$2,000
UTAH NALAXONE
525 EAST 100 SOUTH 4400SALT LAKE CITYUT84102NONECHARITABLE CONTRIBUTION$10,000
VALLEY CAMP
5582 WALKER WOODS LANESALT LAKE CITYUT84117NONECHARITABLE CONTRIBUTION$5,000
VOLUNTEERS OF AMERICA
435 W BEARCAT DRIVESALT LAKE CITYUT84115NONECHARITABLE CONTRIBUTION$5,000
WOMEN OF THE WORLD
415 E 3900 SSALT LAKE CITYUT84107NONECHARITABLE CONTRIBUTION$10,000
WOMEN'S RETREAT HOUSE
PO BOX 9044SALT LAKE CITYUT84414NONECHARITABLE CONTRIBUTION$5,000
YOUTH IMPACT
2305 GRANT AVEOGDENUT84401NONECHARITABLE CONTRIBUTION$5,000
YOUTH SPORTS ALLIANCE
1665 BONANZA DRPARK CITYUT84060NONECHARITABLE CONTRIBUTION$21,000
HEART OF AMERICA
1701 RHODE ISLAND AVE NWWASHINGTONDC20036NONECHARITABLE CONTRIBUTION$2,000
YWCA
322 E 300 SSALT LAKE CITYUT84111NONECHARITABLE CONTRIBUTION$10,000
UTAH MUSEUM OF CONTEMPORARY ART
20 S W TEMPLE STSALT LAKE CITYUT84101NONECHARITABLE CONTRIBUTION$2,500
SHANNON J SCHOLARSHIP
PO BOX 452ROYUT84067NONECHARITABLE CONTRIBUTION$10,000
PACE SLCC SCHOLARSHIP
4600 SOUTH REDWOOD ROADSALT LAKE CITYUT84123NONECHARITABLE CONTRIBUTION$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,048,246TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,442ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$306,499ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,205,112ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,514,053ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,514,053TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (34 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
APPLE INC$42,930$286,885
GENUINE PARTS CO$163,758$506,649
LVMH MOET HENNESSY LOU$17,845$79,679
MICROCHIP TECHNOLOGY$118,652$649,813
PAYCHEX INC$717,439$1,340,496
PEPSICO INCORPORATED$150,808$424,551
SYSCO CORPORATION$150,340$412,830
TENCENT HOLDINGS$5,399$39,183
VERIZON COMMUNICATION$150,529$165,480
VISA INC$15,773$89,752
WASATCH EMRG INDIA FD$895,525$2,176,781
WASATCH EMRG MKT SLCT$500,000$725,957
WASATCH INTL GRTH$300,000$308,811
WASATCH SMALL CAP GR$12,554,702$9,454,904
WASATCH SMALL CAP VL$400,000$715,548
CEDAR FAIR LP$1,366,831$1,759,885
RETAIL OPPORTUNITY$682,446$901,800
INOVIO PHARMA$393,940$65,052
INTRA-CELLULAR$124,752$365,148
SHAKE SHACK$501,203$249,180
WASATCH GLOBAL OPPORTUNIES$2,166,290$1,664,279
SONOS$633,382$490,100
FIRST INSTT BANCSYST$2,024,953$1,723,790
MSC INDL DIRECT INC$967,308$898,700
3M CO: MMM$990,050$599,600
COMPASS PATHWAYS ADR$324,703$72,270
GENIUS SPORTS LTD$502,045$85,680
KNIGHT SWIFT TRANSPORTATION$426,880$482,172
CAMECO CORP$401,378$317,380
GLENCORE PLC$393,260$389,360
SPROTT PHYSICAL URANIU F$255,353$198,900
THE MOSAIC CO$410,280$263,220
DOCUSIGN$401,520$554,200
CHEWY INC$498,685$611,820

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryBROKERAGE FEESCategoryTxt
Amt$294Amt
Net Investment Income$294NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAX ON EXCESS INV INC$75,000$0$0
FOREIGN TAX$654$654$0

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