JEFFREY S AND HELEN H CARDON FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization: JEFFREY S AND HELEN H CARDON FOUNDATION (EIN 20-2029087)
Tax period: 2018-01-01 to 2018-12-31
Filed: 2019-05-16
IRS object ID: 201911369349100426
Schema version: 2018v3.1
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
Schedule B
Accounting Fees Schedule
Investments Corp Stock Schedule
Investments Govt Obligations Sch
Legal Fees Schedule
Other Decreases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2019-05-16T13:05:49-05:00	ReturnTs
Tax Period End	2018-12-31	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 MHM LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	19 EAST 200 SOUTH STE 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	2018-01-01	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 AND 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 DEVONSHIRE DRIVE	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	2019-04-25	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	MARY KAY GRIFFIN	PreparerPersonNm
PTIN	P00185675	PTIN
Phone	8013649300	PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	96.73.8.178	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2019-04-25	IPDt
IP Tm	17:38:21	IPTm
IP Timezone	MD	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	DA39A3EE5E6B4B0D3255BFEF95601890AFD80709	AtSubmissionCreationDeviceId
At Submission Filing Device Id	FF9FDC83BD706BF1C488040A9A8D8775667029F3	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2018	TaxYr
Build TS	2019-02-21 02:37:17Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$26,599,924	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$1,901,875	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$2,640	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$2,640	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$570,318	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$570,318	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$3,949,243	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$3,974,873	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$3,949,243	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$6,424,076	TotalRevAndExpnssAmt
Total Net Invst Incm	$4,522,201	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss	$518	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$0	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$0	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$4,815	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$3,611	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$0	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$67	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$0	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$22,959	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$0	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$28,359	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$3,611	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$1,142,187	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$1,142,187	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,170,546	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$3,611	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$1,142,187	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$5,253,530	ExcessRevenueOverExpensesAmt
Net Investment Income	$4,518,590	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$2,402,820	CashBOYAmt
Cash EOY	$28,015	CashEOYAmt
Cash EOYFMV	$28,015	CashEOYFMVAmt
Prepaid Expenses BOY	$22,959	PrepaidExpensesBOYAmt
US Government Obligations BOY	$0	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$2,023,857	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$2,023,857	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$17,251,729	CorporateStockBOYAmt
Corporate Stock EOY	$22,186,806	CorporateStockEOYAmt
Corporate Stock EOYFMV	$24,548,052	CorporateStockEOYFMVAmt
Total Assets BOY	$19,677,508	TotalAssetsBOYAmt
Total Assets EOY	$24,238,678	TotalAssetsEOYAmt
Total Assets EOYFMV	$26,599,924	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind
Unrestricted BOY	$19,677,508	UnrestrictedBOYAmt
Unrestricted EOY	$24,238,678	UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY	$19,677,508	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$24,238,678	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$19,677,508	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$24,238,678	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$19,677,508	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$5,253,530	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$24,931,038	SubtotalAmt
Other Decreases	$692,360	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$24,238,678	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CIGNA CORP	P	2012-06-21	2018-12-26	$146	$145	$1	$1
EXPRESS SCRIPTS HLDG	P	2012-06-21	2018-12-24	$29,201	$8,631	$20,570	$20,570
JP MORGAN CHASE & CO	P	2012-04-27	2018-09-13	$43,466	$16,854	$26,612	$26,612
CAPITAL GAINS DIVIDENDS	P			$3,902,060		$3,902,060	$3,902,060

Field	Value	IRS element (for citing)
Capital Gain Net Income	$3,949,243	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$902,500	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$23,254,665	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.038809	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$719,871	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$18,569,021	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.038767	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$600,600	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$15,262,394	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.039352	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$486,712	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$12,169,018	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.039996	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$374,600	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$9,920,077	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.037762	DistributionYr5Rt
Total Distribution	0.194686	TotalDistributionRt
Average Distribution	0.038937	AverageDistributionRt
Net Vl Noncharitable Assets	$27,287,577	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$1,062,496	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$45,186	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$1,107,682	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$1,142,187	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	Yes (X)	DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax	$45,186	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$45,186	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$45,186	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$22,959	EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$22,959	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$0	EsPenaltyAmt
Tax Due	$22,227	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	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
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	$0	$0	$0
JEFFREY S CARDON
1663 DEVONSHIRE DRIVE	SALT LAKE CITY	UT	84108	SECRETARY/TREASURER/DIRECT	1.00	$0	$0	$0
JANE H MASON
117 AUDUBON PLACE	HAILEY	ID	83333	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	$26,629,232	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$1,073,892	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$27,703,124	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$27,703,124	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$415,547	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$27,287,577	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$1,364,379	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$1,364,379	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$45,186	TaxBasedOnInvestmentIncomeAmt
Total Tax	$45,186	TotalTaxAmt
Distributable Before Adj	$1,319,193	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$1,319,193	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$1,319,193	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$1,142,187	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$1,142,187	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$45,186	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$1,097,001	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$1,319,193	DistributableAsAdjustedAmt
Undistributed Income PY	$1,139,221	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$1,142,187	QualifyingDistributionsAmt
Applied To Year1	$1,139,221	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$2,966	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	$1,316,227	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

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	HELEN H CARDON	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	1663 DEVONSHIRE DRIVE	AddressLine1Txt
City	SALT LAKE CITY	CityNm
State Abbreviation	UT	StateAbbreviationCd
ZIP	84108	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	8018848051	RecipientPhoneNum
Form And Info And Materials	NONE SPECIFIED	FormAndInfoAndMaterialsTxt
Submission Deadlines	NONE	SubmissionDeadlinesTxt
Restrictions On Awards	NONE	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
10-07 CHARITABLE FUND
569 OGDEN CANYON	OGDEN	UT	84401	NONE	CHARITABLE CONTRIBUTION	$2,000
ABILITY FOUND
2324 CONSTITUTION BLVD	WEST VALLEY CITY	UT	84119	NONE	CHARITABLE CONTRIBUTION	$2,000
ART ACCESS
230 S 500 W	SALT LAKE CITY	UT	84101	NONE	CHARITABLE CONTRIBUTION	$1,000
ART SPACE
230 S 500 W	SALT LAKE CITY	UT	84101	NONE	CHARITABLE CONTRIBUTION	$1,000
ASSISTANCE LEAGUE OF SALT LAKE
2060 E 3300 S	SALT LAKE CITY	UT	84109	NONE	CHARITABLE CONTRIBUTION	$3,000
BOYS & GIRLS CLUB OF SALT LAKE CITY
669 S 200 E 100	SALT LAKE CITY	UT	84111	NONE	CHARITABLE CONTRIBUTION	$53,500
CALDWELL FAMILY FOUNDATION
1773 E HIDDEN VALLEY DR	SANDY	UT	84092	NONE	CHARITABLE CONTRIBUTION	$1,000
HIGHLAND HIGH SCHOOL
2166 S 1700 E	SALT LAKE CITY	UT	84106	NONE	CHARITABLE CONTRIBUTION	$4,000
INTERNATIONAL RESCUE COMMITTEE
221 400 W	SALT LAKE CITY	UT	84110	NONE	CHARITABLE CONTRIBUTION	$10,000
JOHN A MORAN EYE CENTER
65 MARIO CAPECCHI DR	SALT LAKE CITY	UT	84132	NONE	CHARITABLE CONTRIBUTION	$10,000
KEYSTONE RECOVERY CENTER
1159 30TH STREET	OGDEN	UT	84403	NONE	CHARITABLE CONTRIBUTION	$40,000
LUPUS FOUNDATION OF UTAH
455 E 500 S	SALT LAKE CITY	UT	84111	NONE	CHARITABLE CONTRIBUTION	$2,000
MALIHEH FREE CLINIC
415 E 3900 S	SALT LAKE CITY	UT	84107	NONE	CHARITABLE CONTRIBUTION	$30,000
NATIONAL ABILITY CENTER
PO BOX 682799	PARK CITY	UT	84068	NONE	CHARITABLE CONTRIBUTION	$5,000
NATIONAL ALLIANCE ON MENTAL ILLNESS
1600 W 2200 S 202	WEST VALLEY CITY	UT	84119	NONE	CHARITABLE CONTRIBUTION	$500
NATURAL HISTORY MUSEUM OF UTAH
301 WAKARA WAY	SALT LAKE CITY	UT	84108	NONE	CHARITABLE CONTRIBUTION	$2,500
NATURE CONSERVANCY
559 E SOUTH TEMPLE	SALT LAKE CITY	UT	84102	NONE	CHARITABLE CONTRIBUTION	$1,000
PEOPLE HELPING PEOPLE
205 N 400 W	SALT LAKE CITY	UT	84103	NONE	CHARITABLE CONTRIBUTION	$3,000
RED BUTTE GARDEN
300 WAKARA WAY	SALT LAKE CITY	UT	84108	NONE	CHARITABLE CONTRIBUTION	$7,800
SCHWAB CHARITABLE FUND
PO BOX 628298	ORLANDO	FL	32862	NONE	CHARITABLE CONTRIBUTION	$397,047
THE CHILDREN'S CENTER
5242 S 4820 W	KEARNS	UT	84118	NONE	CHARITABLE CONTRIBUTION	$30,240
THE HELPER PROJECT
MAIN STREET	SALT LAKE CITY	UT	84101	NONE	CHARIABLE CONTRIBUTION	$5,000
THE LEUKEMIA & LYMPHOMA SOCIETY
310 E 4500 S STE 240	MURRAY	UT	84107	NONE	CHARITABLE CONTIRBUTION	$1,000
THE NEIGHBORHOOD HOUSE
1050 W 500 S	SALT LAKE CITY	UT	84104	NONE	CHARITABLE CONTRIBUTION	$107,000
THE ROAD HOME
210 S RIO GRANDE ST	SALT LAKE CITY	UT	84101	NONE	CHARITABLE CONTRIBUTION	$20,000
THE TRYALL FUND
641 LEXINGTON AVENUE 29TH FLOOR	NEW YORK	NY	10022	NONE	CHARITABLE CONTRIBUTION	$2,000
THE UNIVERSITY OF NOTRE DAME
UNIVERSITY OF NOTRE DAME	NOTRE DAME	IN	46556	NONE	CHARITABLE CONTRIBUTION	$50,000
THE UNIVERSITY OF UTAH
201 PRESIDENTS CIR	SALT LAKE CITY	UT	84112	NONE	CHARITABLE CONTRIBUTION	$284,100
TORREY HOUSE PRESS
2806 E MELONY DR	SALT LAKE CITY	UT	84124	NONE	CHARITABLE CONTRIBUTION	$17,000
VOA HOMLESS YOUTH RESOURCE CENTER
888 400W	SALT LAKE CITY	UT	84101	NONE	CHARITABLE CONTRIBUTION	$5,000
CATHOLIC COMMUNITY SERVICES
745 EAST 300 SOUTH	SALT LAKE CITY	UT	84102	NONE	CHARITABLE CONTRIBUTION	$10,000
GUADALUPE SCHOOL
1385 N 1200 W	SALT LAKE CITY	UT	84116	NONE	CHARITABLE CONTRIBUTION	$10,000
HOPE LODGE
375 E 100 S	SALT LAKE CITY	UT	84111	NONE	CHARITABLE CONTRIBUTION	$5,000
RAPE RECOVERY CENTER
2035 1300 E	SALT LAKE CITY	UT	84105	NONE	CHARITABLE CONTRIBUTION	$1,000
RITECARE OF UTAH
650 E S TEMPLE	SALT LAKE CITY	UT	84102	NONE	CHARITABLE CONTRIBUTION	$5,000
THE RON MCBRIDE FOUNGATION
9448 S 1210 E	SANDY	UT	84094	NONE	CHARITABLE CONTRIBUTION	$5,000
SCRIPPS INSTITUTION OF OCEANOGRAPHY
8622 KENNELL WAY	LA JOLLA	CA	92037	NONE	CHARITABLE CONTRIBUTION	$1,000
THE HAVEN
974 E S TEMPLE	SALT LAKE CITY	UT	84102	NONE	CHARITABLE CONTRIBUTION	$5,000
YOUTH SPORTS ALLIANCE
1665 BONANZA DR	PARK CITY	UT	84060	NONE	CHARITABLE CONTRIBUTION	$2,500

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$1,142,187	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	$2,640	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$570,318	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$3,949,243	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$4,522,201	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$4,522,201	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

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp (11 entries)

ContributorContributorNum	Address Line1ContributorUSAddress/AddressLine1Txt	CityContributorUSAddress/CityNm	State AbbreviationContributorUSAddress/StateAbbreviationCd	ZIPContributorUSAddress/ZIPCd	Total ContributionsTotalContributionsAmt	Noncash ContributionNoncashContributionInd
JEFF AND HELEN CARDON
1	1663 SOUTH DEVONSHIRE DRIVE	SALT LAKE CITY	UT	84108	$35,499	Yes (X)
JEFF AND HELEN CARDON
2	1663 SOUTH DEVONSHIRE DRIVE	SALT LAKE CITY	UT	84108	$38,628	Yes (X)
JEFF AND HELEN CARDON
3	1663 SOUTH DEVONSHIRE DRIVE	SALT LAKE CITY	UT	84108	$14,240	Yes (X)
JEFF AND HELEN CARDON
4	1663 SOUTH DEVONSHIRE DRIVE	SALT LAKE CITY	UT	84108	$17,698	Yes (X)
JEFF AND HELEN CARDON
5	1663 SOUTH DEVONSHIRE DRIVE	SALT LAKE CITY	UT	84108	$30,916	Yes (X)
JEFF AND HELEN CARDON
6	1663 SOUTH DEVONSHIRE DRIVE	SALT LAKE CITY	UT	84108	$39,316	Yes (X)
JEFF AND HELEN CARDON
7	1663 SOUTH DEVONSHIRE DRIVE	SALT LAKE CITY	UT	84108	$18,164	Yes (X)
JEFF AND HELEN CARDON
8	1663 SOUTH DEVONSHIRE DRIVE	SALT LAKE CITY	UT	84108	$15,753	Yes (X)
JEFF AND HELEN CARDON
9	1663 SOUTH DEVONSHIRE DRIVE	SALT LAKE CITY	UT	84108	$26,690	Yes (X)
JEFF AND HELEN CARDON
10	1663 SOUTH DEVONSHIRE DRIVE	SALT LAKE CITY	UT	84108	$11,975	Yes (X)
JEFF AND HELEN CARDON
11	1663 SOUTH DEVONSHIRE DRIVE	SALT LAKE CITY	UT	84108	$1,652,996	Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (11 entries)

ContributorContributorNum	Noncash PropertyNoncashPropertyDesc	Fair Market ValueFairMarketValueAmt	ReceivedReceivedDt
1	205 SHARES OF CANADIAN PAC RAILWAY	$35,499	2018-12-27
2	925 SHARES OF CISCO SYSTEMS INC	$38,628	2018-12-27
3	176 SHARES OF DELL TECHNOLOGIES	$14,240	2018-12-27
4	160 SHARES OF KIMBERLY-CLARK CORP	$17,698	2018-12-27
5	550 SHARES OF LVMH MOET HENNESSY LOU	$30,916	2018-12-27
6	285 M & T BANK CORP	$39,316	2018-12-27
7	402 SHARES OF MAGNA INTL INC	$18,164	2018-12-27
8	395 SHARES OF NIPPON TELEG & TELEPH	$15,753	2018-12-27
9	274 SHARES OF SAP SE	$26,690	2018-12-27
10	258 SHARES OF TOKIO MARINE HOLDINGS	$11,975	2018-12-27
11	426,030 SHARES OF WASATCH EMRG INDIA FD	$1,652,996	2018-12-27

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$4,815	Amt
Net Investment Income	$3,611	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (50 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
EXPEDITORS INTL	$179,328	$435,776
WASATCH INTL OPP	$975,145	$1,130,109
WASATCH INTL GRTH	$300,000	$343,636
WASATCH MICRO CAP	$1,187,667	$1,129,746
WASATCH SMALL CAP GR	$13,051,741	$11,956,070
WASATCH SMALL CAP VL	$400,000	$585,207
WASATCH EMRG INDIA FD	$1,558,289	$2,786,170
WASATCH EMRG MKT SLCT	$500,000	$505,171
WASATCH EMRG MKT SMALL	$567,165	$491,131
APPLE INC	$42,930	$87,072
BERKSHIRE HATHAWAY	$42,186	$91,064
BOEING CO	$3,921	$17,738
CUMMINS INC	$12,108	$17,908
KEURIG DR PEPPER INC	$150,137	$100,637
LILLY ELI & CO	$14,578	$40,502
GENUINE PARTS CO	$163,758	$280,378
INTEL CORP	$171,486	$389,519
JOHNSON & JOHNSON	$167,494	$330,368
MICROCHIP TECHNOLOGY	$118,652	$332,630
PAYCHEX INC	$150,057	$364,840
PEPSICO INCORPORATED	$150,808	$259,628
VERIZON COMMUNICATION	$150,529	$236,124
ALPHABET INC	$2,292	$8,360
ALTRIA GROUP INC	$18,366	$27,411
ANALOG DEVICES	$103,936	$107,545
COGNIZANT TECH SOLU	$29,234	$59,671
MICROSOFT CORP	$16,773	$54,848
NETEASE INC	$5,231	$18,830
NEXTERA ENERGY INC	$15,829	$41,717
PHILLIPS 66	$34,265	$94,765
RAYTHEON COMPANY	$10,893	$31,437
SYSCO CORPORATION	$150,340	$338,364
TECHTRONIC INDUSTRY	$17,668	$35,411
TENCENT HOLDINGS	$5,399	$36,510
VARIAN MEDICAL SYSTEM	$20,159	$43,624
VISA INC	$15,773	$56,998
3M COMPANY	$13,350	$28,581
WASATCH GLOBAL VALUE FD	$1,477,443	$1,336,710
BOOKING HOLDINGS INC	$12,559	$32,726
CANADIAN PAC RAILWAY	$22,787	$36,412
CIGNA CORP	$26,417	$27,538
CISCO SYSTEMS INC	$19,110	$40,080
DELL TECHNOLOGIES	$8,307	$14,080
KIMBERLY CLARK CORP	$12,208	$18,230
LVMH MOET HENNESSY LOU	$17,845	$32,153
M & T BANK CORP	$32,539	$40,792
MAGNA INTL	$11,525	$18,271
NIPPON TELEG&TELEPH	$7,962	$16,053
SAP SE	$13,541	$27,277
TOKIO MARINE HOLDINGS	$7,076	$12,234

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Obligations Book Vl EOY	$2,023,857	USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV	$2,023,857	USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY	$0	StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV	$0	StateLocalSecEOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL FEES	CategoryTxt
Legal Fees	$518	LegalFeesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	BUILT IN GAIN ON STOCK DONATIONS	Desc
Amt	$692,360	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	BROKERAGE FEES	CategoryTxt
Amt	$67	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	EXCISE TAX ON EXCESS INV INC	CategoryTxt
Amt	$22,959	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

JEFFREY S AND HELEN H CARDON FOUNDATION: Form 990PF, tax year 2018

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Recipient US Address RecipientUSAddress

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp (11 entries)

Non Cash Property Contribution NonCashPropertyContributionGrp (11 entries)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (50 entries)

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Comments