BETA

JEFFREY S AND HELEN H CARDON FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
JEFFREY S AND HELEN H CARDON FOUNDATION (EIN 20-2029087)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-15
IRS object ID
202143199349104639
Schema version
2020v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-15T12:51:48-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

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 STE 1000AddressLine1Txt
CitySALT LAKE CITYCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84111ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

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
Signature2021-11-14SignatureDt
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

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)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$39,472,498FMVAssetsEOYAmt
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$592InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$592InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$103,203DividendsRevAndExpnssAmt
Dividends Net Invst Incm$103,203DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$3,195,920NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$10,617,347GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,195,920CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$3,299,715TotalRevAndExpnssAmt
Total Net Invst Incm$3,299,715TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,381AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$500AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$4,881AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$80OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$80OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$15,991TaxesRevAndExpnssAmt
Taxes Net Invst Incm$291TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$21,452TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$871TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,881TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,526,200ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,526,200ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,547,652TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$871TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,531,081TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,752,063ExcessRevenueOverExpensesAmt
Net Investment Income$3,298,844NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$24,649CashBOYAmt
Cash EOY$4,016,131CashEOYAmt
Cash EOYFMV$4,016,131CashEOYFMVAmt
US Government Obligations BOY$4,906,869USGovernmentObligationsBOYAmt
US Government Obligations EOY$1,919,532USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,919,532USGovtObligationsEOYFMVAmt
Corporate Stock BOY$20,953,585CorporateStockBOYAmt
Corporate Stock EOY$21,701,503CorporateStockEOYAmt
Corporate Stock EOYFMV$33,536,835CorporateStockEOYFMVAmt
Total Assets BOY$25,885,103TotalAssetsBOYAmt
Total Assets EOY$27,637,166TotalAssetsEOYAmt
Total Assets EOYFMV$39,472,498TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$25,885,103NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$27,637,166NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$25,885,103TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$27,637,166TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$25,885,103TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$27,637,166TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$25,885,103TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,752,063ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$27,637,166SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$27,637,166TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CHARLES SCHWAB 1910P2020-06-292020-04-09$905,981$324,601$581,380$581,380
CHARLES SCHWAB 1910P2005-12-312020-12-31$8,621,413$7,096,826$1,524,587$1,524,587
CAPITAL GAINS DIVIDENDSP$1,089,953$1,089,953$1,089,953
FieldValueIRS element (for citing)
Capital Gain Net Income$3,195,920CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$45,854InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$45,854SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$45,854TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$30,533EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$23,500ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$54,033TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$8,179OverpaymentAmt
Applied To ES Tax$8,179AppliedToESTaxAmt
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$27,041,092AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$5,747,870AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$32,788,962TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$32,788,962AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$491,834CashDeemedCharitableAmt
Net Vl Noncharitable Assets$32,297,128NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,614,856MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,614,856MinimumInvestmentReturnAmt
Tax Based On Investment Income$45,854TaxBasedOnInvestmentIncomeAmt
Total Tax$45,854TotalTaxAmt
Distributable Before Adj$1,569,002DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,569,002DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,569,002DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,531,081ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,531,081QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,531,081AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,569,002DistributableAsAdjustedAmt
Undistributed Income PY$1,486,387UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$1,531,081QualifyingDistributionsAmt
Applied To Year1$1,486,387AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$44,694AppliedToCurrentYearAmt
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$1,524,308UndistributedIncomeCYAmt
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$202,000
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$2,000
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$101,000
CATHOLIC COMMUNITY SERVICES
745 EAST 300 SOUTHSALT LAKE CITYUT84102NONECHARITABLE CONTRIBUTION$48,000
ENVIRONMENTAL RESOURCE CENTER
PO BOX 819KETCHUMID83340NONECHARITABLE CONTRIBUTION$8,000
GIRLS ON THE RUN
PO BOX 58337SALT LAKE CITYUT84158NONECHARITABLE CONTRIBUTION$1,000
GUADALUPE SCHOOL
1385 N 1200 WSALT LAKE CITYUT84116NONECHARITABLE CONTRIBUTION$30,000
INTERNATIONAL RESCUE COMMITTEE
221 400 WSALT LAKE CITYUT84110NONECHARITABLE CONTRIBUTION$30,000
JOHN A MORAN EYE CENTER
65 MARIO CAPECCHI DRSALT LAKE CITYUT84132NONECHARITABLE CONTRIBUTION$10,000
KEYSTONE RECOVERY CENTER
1159 30TH STREETOGDENUT84403NONECHARITABLE CONTRIBUTION$10,000
MALIHEH FREE CLINIC
415 E 3900 SSALT LAKE CITYUT84107NONECHARITABLE CONTRIBUTION$25,000
NATIONAL ABILITY CENTER
PO BOX 682799PARK CITYUT84068NONECHARITABLE CONTRIBUTION$8,000
NATIONAL ALLIANCE ON MENTAL ILLNESS
1600 W 2200 S 202WEST VALLEY CITYUT84119NONECHARITABLE CONTRIBUTION$5,000
NATURAL HISTORY MUSEUM OF UTAH
301 WAKARA WAYSALT LAKE CITYUT84108NONECHARITABLE CONTRIBUTION$2,500
NATURE CONSERVANCY
559 E SOUTH TEMPLESALT LAKE CITYUT84102NONECHARITABLE CONTRIBUTION$7,500
PEOPLE HELPING PEOPLE
205 N 400 WSALT LAKE CITYUT84103NONECHARITABLE CONTRIBUTION$7,000
RED BUTTE GARDEN
300 WAKARA WAYSALT LAKE CITYUT84108NONECHARITABLE CONTRIBUTION$1,000
RITECARE OF UTAH
650 E S TEMPLESALT LAKE CITYUT84102NONECHARITABLE CONTRIBUTION$3,000
THE CHILDREN'S CENTER
5242 S 4820 WKEARNSUT84118NONECHARITABLE CONTRIBUTION$55,000
THE HAVEN
974 E S TEMPLESALT LAKE CITYUT84102NONECHARITABLE CONTRIBUTION$10,000
THE HELPER PROJECT
MAIN STREETSALT LAKE CITYUT84101NONECHARITABLE CONTRIBUTION$10,000
THE NEIGHBORHOOD HOUSE
1050 W 500 SSALT LAKE CITYUT84104NONECHARITABLE CONTRIBUTION$80,000
THE ROAD HOME
210 S RIO GRANDE STSALT LAKE CITYUT84101NONECHARITABLE CONTRIBUTION$20,000
THE TRYALL FUND
641 LEXINGTON AVENUE 29TH FLOORNEW YORKNY10022NONECHARITABLE CONTRIBUTION$2,000
THE UNIVERSITY OF NOTRE DAME
UNIVERSITY OF NOTRE DAMENOTRE DAMEIN46556NONECHARITABLE CONTRIBUTION$75,000
THE UNIVERSITY OF UTAH
201 PRESIDENTS CIRSALT LAKE CITYUT84112NONECHARITABLE CONTRIBUTION$469,500
TORREY HOUSE PRESS
2806 E MELONY DRSALT LAKE CITYUT84124NONECHARITABLE CONTRIBUTION$20,000
VOLUNTEERS OF AMERICA
435 W BEARCAT DRIVESALT LAKE CITYUT84115NONECHARITABLE CONTRIBUTION$5,000
BETA THETA PI FOUNDATION
5134 BONHAM ROADOXFORDOH45056NONECHARITABLE CONTRIBUTION$3,000
CAMP KOSTOPULOUS DREAM FOUNDATION
4180 E EMIGRATION CANYON RDEMIGRATION CANYONUT84108NONECHARITABLE CONTRIBUTION$10,000
DOWNTOWN SLC PRESENTS
201 S MAIN ST STE 2300SALT LAKE CITYUT84111NONECHARITABLE CONTRIBUTION$100,000
ENCIRCLE FOR SALT LAKE CITY
331 600 ESALT LAKE CITYUT84102NONECHARITABLE CONTRIBUTION$5,000
ENGLISH LANGUAGE CENTER
1544 N 200 WLOGANUT84341NONECHARITABLE CONTRIBUTION$20,000
FLOURISH VENTURES
752 W CENTER ST STE BMIDVALEUT84047NONECHARITABLE CONTRIBUTION$15,000
FRIENDS OF GILGAL GARDEN
749 E 500 SSALT LAKE CITYUT84102NONECHARITABLE CONTRIBUTION$900
JEWISH FAMILY SERVICE RENTAL AS
495 E 4500 S STE 100SALT LAKE CITYUT84107NONECHARITABLE CONTRIBUTION$20,000
LANTURN HOUSE
269 W 33RD STOGDENUT84401NONECHARITABLE CONTRIBUTION$8,000
NATIONAL FOOD BANK
3150 S 900 WSALT LAKE CITYUT84119NONECHARITABLE CONTRIBUTION$8,000
UTAH MUSEUM OF FINE ARTS
410 CAMPUS CENTER DRSALT LAKE CITYUT84112NONECHARITABLE CONTRIBUTION$200
PHOENIX ART MUSEUM
1625 N CENTRAL AVEPHOENIXAZ85004NONECHARITABLE CONTRIBUTION$100
SNOW BASIN EDUCATION FOUNDATION
3925 SNOW BASIN RDHUNTSVILLEUT84317NONECHARITABLE CONTRIBUTION$25,000
THE INN BETWEEN
1216 E 1300 SSALT LAKE CITYUT84105NONECHARITABLE CONTRIBUTION$3,000
USARA
180 E 2100 S 100SALT LAKE CITYUT84115NONECHARITABLE CONTRIBUTION$5,000
UTAH YMCA
675 E 2100 S STE 200SALT LAKE CITYUT84106NONECHARITABLE CONTRIBUTION$5,000
YOUTH DRIVING FOR VALUE
680 W 3300 SSALT LAKE CITYUT84119NONECHARITABLE CONTRIBUTION$17,000
YOUTH IMPACT
2305 GRANT AVEOGDENUT84401NONECHARITABLE CONTRIBUTION$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,526,200TotalGrantOrContriPdDurYrAmt
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$592ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$103,203ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$3,195,920ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$3,299,715ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,299,715TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$5,381Amt
Net Investment Income$500NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,881DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (30 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
APPLE INC$42,930$292,980
GENUINE PARTS CO$163,758$293,256
JOHNSON & JOHNSON$167,494$402,893
KEURIG DR PEPPER INC$150,137$125,600
LVMH MOET HENNESSY LOU$17,845$68,602
MICROCHIP TECHNOLOGY$118,652$638,759
MICROSOFT CORP$16,773$120,107
PAYCHEX INC$150,057$521,808
PEPSICO INCORPORATED$150,808$348,505
SAP SE$13,541$35,727
SYSCO CORPORATION$150,340$401,004
TENCENT HOLDINGS$5,399$66,498
VARIAN MEDICAL SYSTEM$20,159$67,379
VERIZON COMMUNICATION$150,529$246,750
VISA INC$15,773$94,491
WASATCH EMRG INDIA FD$895,525$2,136,245
WASATCH EMRG MKT SLCT$500,000$959,669
WASATCH INTL GRTH$300,000$485,594
WASATCH SMALL CAP GR$11,340,500$16,954,239
WASATCH SMALL CAP VL$400,000$805,102
CEDAR FAIR LP$874,519$1,281,343
ESPERIOR THERAPEUTIC$331,652$299,000
RETAIL OPPORTUNITY$682,446$803,400
INOVIO PHARMA$65,065$68,145
INTRA-CELLULAR$377,872$664,620
FREQUENCY THERAPEUTICS$632,121$1,022,540
SHAKE SHACK$501,203$508,680
WASATCH GLOBAL OPPORTUNIES$1,940,508$2,106,389
MONMOUTH REAL ESTATE$892,515$1,039,200
SONOS$633,382$678,310

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$1,919,532USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$1,919,532USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryBROKERAGE FEESCategoryTxt
Amt$80Amt
Net Investment Income$80NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAX ON EXCESS INV INC$15,700$0$0
FOREIGN TAX$291$291$0

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