BETA

JEFFREY S AND HELEN H CARDON FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
JEFFREY S AND HELEN H CARDON FOUNDATION (EIN 20-2029087)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-13
IRS object ID
202013189349101996
Schema version
2019v5.1
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)
Return2020-11-13T15:21:02-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

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 Begin2019-01-01TaxPeriodBeginDt

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
Signature2020-11-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAARON PONDPreparerPersonNm
PTINP00748419PTIN
Phone8013649300PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address96.73.8.178IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-10IPDt
IP Tm16:40:34IPTm
IP TimezoneMSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id36FC5E340B5A9CD6C6B6CB84A93E23F577BD8BDBAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$32,441,411FMVAssetsEOYAmt
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$4,447InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4,447InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$242,668DividendsRevAndExpnssAmt
Dividends Net Invst Incm$242,668DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,792,476NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$6,117,933GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,792,476CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$3,039,591TotalRevAndExpnssAmt
Total Net Invst Incm$3,039,591TotalNetInvstIncmAmt
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$3,855AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,891AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$99OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$72,118TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$76,072TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,891TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,317,096ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,317,096ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,393,168TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,891TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,317,096TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,646,423ExcessRevenueOverExpensesAmt
Net Investment Income$3,036,700NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$28,015CashBOYAmt
Cash EOY$24,649CashEOYAmt
Cash EOYFMV$24,649CashEOYFMVAmt
US Government Obligations BOY$2,023,857USGovernmentObligationsBOYAmt
US Government Obligations EOY$4,906,869USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$4,906,869USGovtObligationsEOYFMVAmt
Corporate Stock BOY$22,186,806CorporateStockBOYAmt
Corporate Stock EOY$20,953,585CorporateStockEOYAmt
Corporate Stock EOYFMV$27,509,893CorporateStockEOYFMVAmt
Total Assets BOY$24,238,678TotalAssetsBOYAmt
Total Assets EOY$25,885,103TotalAssetsEOYAmt
Total Assets EOYFMV$32,441,411TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$24,238,678NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$25,885,103NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$24,238,678TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$25,885,103TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$24,238,678TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$25,885,103TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$24,238,678TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,646,423ExcessRevenueOverExpensesAmt
Other Increases$2OtherIncreasesAmt
Subtotal$25,885,103SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$25,885,103TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CHARLES SCHWAB - 1910P2019-01-012019-12-31$190,068$175,626$14,442$14,442
CHARLES SCHWAB - 1910P2018-01-012019-12-31$1,334,073$1,050,782$283,291$283,291
WASATCH INTL OPPTY FDP2011-12-282019-03-08$923,507$672,215$251,292$251,292
WASATCH SMALL CAP GROWTHP2007-12-282019-03-08$1,000,000$863,582$136,418$136,418
WASATCH MICRO CAP VALUE FDP2009-12-182019-03-08$603,584$563,252$40,332$40,332
CAPITAL GAINS DIVIDENDSP$2,066,701$2,066,701$2,066,701
FieldValueIRS element (for citing)
Capital Gain Net Income$2,792,476CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,097,001AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$27,287,577NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.040201DistributionYr1Rt
Adjusted Qlfy Distri Yr2$902,500AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$23,254,665NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.038809DistributionYr2Rt
Adjusted Qlfy Distri Yr3$719,871AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$18,569,021NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.038767DistributionYr3Rt
Adjusted Qlfy Distri Yr4$600,600AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$15,262,394NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.039352DistributionYr4Rt
Adjusted Qlfy Distri Yr5$486,712AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$12,169,018NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.039996DistributionYr5Rt
Total Distribution0.197125TotalDistributionRt
Average Distribution0.039425AverageDistributionRt
Net Vl Noncharitable Assets$30,352,465NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,196,646AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$30,367NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,227,013AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,317,096QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$30,367InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$30,367SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$30,367TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$45,200EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$45,200TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$14,833OverpaymentAmt
Applied To ES Tax$14,833AppliedToESTaxAmt
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$30,032,572AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$782,113AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$30,814,685TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$30,814,685AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$462,220CashDeemedCharitableAmt
Net Vl Noncharitable Assets$30,352,465NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,517,623MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,517,623MinimumInvestmentReturnAmt
Tax Based On Investment Income$30,367TaxBasedOnInvestmentIncomeAmt
Total Tax$30,367TotalTaxAmt
Distributable Before Adj$1,487,256DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,487,256DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,487,256DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,317,096ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,317,096QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$30,367PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,286,729AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,487,256DistributableAsAdjustedAmt
Undistributed Income PY$1,316,227UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$1,317,096QualifyingDistributionsAmt
Applied To Year1$1,316,227AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$869AppliedToCurrentYearAmt
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$1,486,387UndistributedIncomeCYAmt
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 (39 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
10-07 CHARITABLE FUND
569 OGDEN CANYONOGDENUT84401NONECHARITABLE CONTRIBUTION$2,000
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$1,000
ASSISTANCE LEAGUE OF SALT LAKE
2060 E 3300 SSALT LAKE CITYUT84109NONECHARITABLE CONTRIBUTION$3,500
BOYS & GIRLS CLUB OF SALT LAKE CITY
669 S 200 E 100SALT LAKE CITYUT84111NONECHARITABLE CONTRIBUTION$150,000
CALDWELL FAMILY FOUNDATION
1773 E HIDDEN VALLEY DRSANDYUT84092NONECHARITABLE CONTRIBUTION$1,000
CATHOLIC COMMUNITY SERVICES
745 EAST 300 SOUTHSALT LAKE CITYUT84102NONECHARITABLE CONTRIBUTION$20,000
ENVIRONMENTAL RESOURCE CENTER
PO BOX 819KETCHUMID83340NONECHARITABLE CONTRIBUTION$7,500
FIRST TEE OF UTAH
680 W 3300 SSALT LAKE CITYUT84119NONECHARITABLE CONTRIBUTION$17,000
GIRLS ON THE RUN
PO BOX 58337SALT LAKE CITYUT84158NONECHARITABLE CONTRIBUTION$1,000
GUADALUPE SCHOOL
1385 N 1200 WSALT LAKE CITYUT84116NONECHARITABLE CONTRIBUTION$15,000
HIGHLAND HIGH SCHOOL
2166 S 1700 ESALT LAKE CITYUT84106NONECHARITABLE CONTRIBUTION$4,000
INTERNATIONAL RESCUE COMMITTEE
221 400 WSALT LAKE CITYUT84110NONECHARITABLE CONTRIBUTION$15,000
JOHN A MORAN EYE CENTER
65 MARIO CAPECCHI DRSALT LAKE CITYUT84132NONECHARITABLE CONTRIBUTION$10,000
KEYSTONE RECOVERY CENTER
1159 30TH STREETOGDENUT84403NONECHARITABLE CONTRIBUTION$40,000
LUPUS FOUNDATION OF UTAH
455 E 500 SSALT LAKE CITYUT84111NONECHARITABLE CONTRIBUTION$2,000
MALIHEH FREE CLINIC
415 E 3900 SSALT LAKE CITYUT84107NONECHARITABLE CONTRIBUTION$25,000
NATIONAL ABILITY CENTER
PO BOX 682799PARK CITYUT84068NONECHARITABLE CONTRIBUTION$7,000
NATIONAL ALLIANCE ON MENTAL ILLNESS
1600 W 2200 S 202WEST VALLEY CITYUT84119NONECHARITABLE CONTRIBUTION$500
NATURAL HISTORY MUSEUM OF UTAH
301 WAKARA WAYSALT LAKE CITYUT84108NONECHARITABLE CONTRIBUTION$1,000
NATURE CONSERVANCY
559 E SOUTH TEMPLESALT LAKE CITYUT84102NONECHARITABLE CONTRIBUTION$7,500
PEOPLE HELPING PEOPLE
205 N 400 WSALT LAKE CITYUT84103NONECHARITABLE CONTRIBUTION$3,000
RED BUTTE GARDEN
300 WAKARA WAYSALT LAKE CITYUT84108NONECHARITABLE CONTRIBUTION$8,096
RITECARE OF UTAH
650 E S TEMPLESALT LAKE CITYUT84102NONECHARITABLE CONTRIBUTION$3,000
SCHWAB CHARITABLE FUND
PO BOX 628298ORLANDOFL32862NONECHARITABLE CONTRIBUTION$318,000
THE CHILDREN'S CENTER
5242 S 4820 WKEARNSUT84118NONECHARITABLE CONTRIBUTION$50,000
THE HAVEN
974 E S TEMPLESALT LAKE CITYUT84102NONECHARITABLE CONTRIBUTION$10,000
THE HELPER PROJECT
MAIN STREETSALT LAKE CITYUT84101NONECHARIABLE CONTRIBUTION$6,000
THE NEIGHBORHOOD HOUSE
1050 W 500 SSALT LAKE CITYUT84104NONECHARITABLE CONTRIBUTION$117,000
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$50,000
THE UNIVERSITY OF UTAH
201 PRESIDENTS CIRSALT LAKE CITYUT84112NONECHARITABLE CONTRIBUTION$321,000
TORREY HOUSE PRESS
2806 E MELONY DRSALT LAKE CITYUT84124NONECHARITABLE CONTRIBUTION$20,000
VALLEY CAMP
5582 WALKER WOODS LANESALT LAKE CITYUT84117NONECHARITABLE CONTRIBUTION$20,000
VOLUNTEERS OF AMERICA
435 W BEARCAT DRIVESALT LAKE CITYUT84115NONECHARITABLE CONTRIBUTION$5,000
WOMEN'S RETREAT HOUSE
PO BOX 9044SALT LAKE CITYUT84414NONECHARITABLE CONTRIBUTION$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,317,096TotalGrantOrContriPdDurYrAmt
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$4,447ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$242,668ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,792,476ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$3,039,591ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,039,591TotalIncomeProducingActyAmt

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$3,855Amt
Net Investment Income$2,891NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (33 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
APPLE INC$42,930$162,095
BERKSHIRE HATHAWAY$42,186$101,019
BOEING CO$3,921$17,917
CIGNA CORP$26,417$29,651
COGNIZANT TECH SOLU$29,234$58,299
EXPEDITORS INTL$179,328$499,328
GENUINE PARTS CO$163,758$310,192
INTEL CORP$171,486$496,755
JOHNSON & JOHNSON$167,494$373,427
KEURIG DR PEPPER INC$150,137$113,629
LILLY ELI & CO$14,578$46,001
LVMH MOET HENNESSY LOU$17,845$51,299
MICROCHIP TECHNOLOGY$118,652$484,330
MICROSOFT CORP$16,773$85,158
NEXTERA ENERGY INC$15,829$58,118
NIPPON TELEG&TELEPH$7,962$19,948
PAYCHEX INC$150,057$476,336
PEPSICO INCORPORATED$150,808$321,175
PHILLIPS 66$34,265$122,551
RAYTHEON COMPANY$10,893$45,047
SAP SE$13,541$36,713
SYSCO CORPORATION$150,340$461,916
TENCENT HOLDINGS$5,399$44,409
VARIAN MEDICAL SYSTEM$20,159$54,674
VERIZON COMMUNICATION$150,529$257,880
VISA INC$15,773$81,173
WASATCH EMRG INDIA FD$1,558,289$3,160,011
WASATCH EMRG MKT SLCT$500,000$646,846
WASATCH EMRG MKT SMALL$601,548$625,816
WASATCH GLOBAL VALUE FD$1,535,771$1,567,333
WASATCH INTL GRTH$300,000$433,846
WASATCH SMALL CAP GR$14,187,683$15,551,453
WASATCH SMALL CAP VL$400,000$715,548

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$4,906,869USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$4,906,869USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescROUNDINGDesc
Amt$2Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryBROKERAGE FEESCategoryTxt
Amt$99Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAX ON EXCESS INV INC$22,227$0$0
OTHER TAXES$45,200$0$0
FOREIGN TAX$4,691$0$0

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