BETA

JEFFREY S AND HELEN H CARDON FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
JEFFREY S AND HELEN H CARDON FOUNDATION (EIN 20-2029087)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-14
IRS object ID
202503189349101435
Schema version
2024v5.2
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)
Return2025-11-14T09:50:47-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN341878512PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CBIZ ADVISORS 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 Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN202029087EIN

Business Name BusinessName

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

US Address USAddress

FieldValueIRS element (for citing)
Address Line11663 S DEVONSHIRE DRAddressLine1Txt
CitySALT LAKE CITYCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84108ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHELEN CARDONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8018848051PhoneNum
Signature2025-11-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAARON PONDPreparerPersonNm
PTINP00748419PTIN
Phone8013649300PhoneNum
Preparation2025-11-11PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$33,122,169FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$6,296ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$3,546InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3,546InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$320,895DividendsRevAndExpnssAmt
Dividends Net Invst Incm$320,895DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$875,629NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$875,629GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$875,629CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,206,366TotalRevAndExpnssAmt
Total Net Invst Incm$1,200,070TotalNetInvstIncmAmt
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$280OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$280OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$35,981TaxesRevAndExpnssAmt
Taxes Net Invst Incm$35,981TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$36,261TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$36,261TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,453,816ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,453,816ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,490,077TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$36,261TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,453,816TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$283,711ExcessRevenueOverExpensesAmt
Net Investment Income$1,163,809NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$953,268CashBOYAmt
Cash EOY$164,282CashEOYAmt
Cash EOYFMV$164,282CashEOYFMVAmt
Corporate Stock BOY$26,823,856CorporateStockBOYAmt
Corporate Stock EOY$27,329,131CorporateStockEOYAmt
Corporate Stock EOYFMV$32,957,887CorporateStockEOYFMVAmt
Total Assets BOY$27,777,124TotalAssetsBOYAmt
Total Assets EOY$27,493,413TotalAssetsEOYAmt
Total Assets EOYFMV$33,122,169TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$27,777,124NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$27,493,413NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$27,777,124TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$27,493,413TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$27,777,124TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$27,493,413TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$27,777,124TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$283,711ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$27,493,413SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$27,493,413TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
DELL TECHNOLOGIES INC2024-05-032024-05-03$661$661$661
CAPITAL GAINS DIVIDENDS$874,968$874,968$874,968P
FieldValueIRS element (for citing)
Capital Gain Net Income$875,629CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$16,177InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$16,177SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$16,177TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,750EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$6,750TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$411EsPenaltyAmt
Tax Due$9,838TaxDueAmt

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
GEORGE J CARDON
434 NORTH A STREETSALT LAKE CITYUT84103DIRECTOR1.00$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$31,290,384AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$921,583AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$32,211,967TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$32,211,967AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$483,180CashDeemedCharitableAmt
Net Vl Noncharitable Assets$31,728,787NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,586,439MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,586,439MinimumInvestmentReturnAmt
Tax Based On Investment Income$16,177TaxBasedOnInvestmentIncomeAmt
Total Tax$16,177TotalTaxAmt
Distributable Before Adj$1,570,262DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,570,262DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,570,262DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,453,816ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,453,816QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,570,262DistributableAsAdjustedAmt
Undistributed Income PY$1,452,804UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$1,453,816QualifyingDistributionsAmt
Applied To Year1$1,452,804AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,012AppliedToCurrentYearAmt
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$1,569,250UndistributedIncomeCYAmt
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 (61 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
10-07 CHARITABLE FUND
569 OGDEN CANYONOGDENUT84401NONECHARITABLE CONTRIBUTION$5,500
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$3,000
ART SPACE
230 S 500 WSALT LAKE CITYUT84101NONECHARITABLE CONTRIBUTION$1,500
ASSISTANCE LEAGUE OF SALT LAKE
2060 E 3300 SSALT LAKE CITYUT84109NONECHARITABLE CONTRIBUTION$6,000
BALLET WEST
52 WEST 200 SOUTHSALT LAKE CITYUT84101NONECHARITABLE CONTRIBUTION$14,500
BOYS & GIRLS CLUB OF SALT LAKE CITY
669 S 200 E 100SALT LAKE CITYUT84111NONECHARITABLE CONTRIBUTION$40,000
CACHE VALLEY LANGUAGE CENTER
1544 N 200 WLOGANUT84341NONECHARITABLE CONTRIBUTION$20,000
CATHOLIC COMMUNITY SERVICES
745 EAST 300 SOUTHSALT LAKE CITYUT84102NONECHARITABLE CONTRIBUTION$40,000
COUNTRY CLUB CARES FOUNDATION
2400 E COUNTRY CLUB DRSALT LAKE CITYUT84109NONECHARITABLE CONTRIBUTION$10,000
ENCIRCLE FOR SALT LAKE CITY
331 600 ESALT LAKE CITYUT84102NONECHARITABLE CONTRIBUTION$13,500
ENVIRONMENTAL RESOURCE CENTER
PO BOX 819KETCHUMID83340NONECHARITABLE CONTRIBUTION$20,000
GIRLS ON THE RUN
PO BOX 58337SALT LAKE CITYUT84158NONECHARITABLE CONTRIBUTION$3,500
GUADALUPE SCHOOL
1385 N 1200 WSALT LAKE CITYUT84116NONECHARITABLE CONTRIBUTION$40,000
HELPER PROJECT
MAIN STREETSALT LAKE CITYUT84101NONECHARITABLE CONTRIBUTION$20,000
HUNTSMAN CANCER INSTITUTE
2000 CIR OF HOPE DRSALT LAKE CITYUT84103NONECHARITABLE CONTRIBUTION$1,000
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
NATIONAL ALLIANCE ON MENTAL ILLNESS
1600 W 2200 S 202WEST VALLEY CITYUT84119NONECHARITABLE CONTRIBUTION$3,000
NATURAL HISTORY MUSEUM OF UTAH
301 WAKARA WAYSALT LAKE CITYUT84108NONECHARITABLE CONTRIBUTION$5,000
NATURE CONSERVANCY
559 E SOUTH TEMPLESALT LAKE CITYUT84102NONECHARITABLE CONTRIBUTION$14,000
NEIGHBORHOOD HOUSE
1050 W 500 SSALT LAKE CITYUT84104NONECHARITABLE CONTRIBUTION$62,000
PACE SLCC SCHOLARSHIP
4600 SOUTH REDWOOD ROADSALT LAKE CITYUT84123NONECHARITABLE CONTRIBUTION$25,000
PEOPLE HELPING PEOPLE
205 N 400 WSALT LAKE CITYUT84103NONECHARITABLE CONTRIBUTION$16,000
RED BUTTE GARDEN
300 WAKARA WAYSALT LAKE CITYUT84108NONECHARITABLE CONTRIBUTION$11,058
RITECARE OF UTAH
650 E S TEMPLESALT LAKE CITYUT84102NONECHARITABLE CONTRIBUTION$4,000
SALT LAKE BICYCLE COLLECTIVE
2312 SW TEMPLESOUTH SALT LAKEUT84115NONECHARITABLE CONTRIBUTION$7,000
SALT LAKE DONATED DENTAL
1383 S 900 W 128SALT LAKE CITYUT84104NONECHARITABLE CONTRIBUTION$7,000
SHANNON J SCHOLARSHIP
PO BOX 452ROYUT84067NONECHARITABLE CONTRIBUTION$5,000
SNOW BASIN EDUCATION FOUNDATION
3925 SNOW BASIN RDHUNTSVILLEUT84317NONECHARITABLE CONTRIBUTION$30,000
THE CHILDREN'S CENTER
5242 S 4820 WKEARNSUT84118NONECHARITABLE CONTRIBUTION$55,000
THE HAVEN
974 E S TEMPLESALT LAKE CITYUT84102NONECHARITABLE CONTRIBUTION$15,000
THE INN BETWEEN
1216 E 1300 SSALT LAKE CITYUT84105NONECHARITABLE CONTRIBUTION$5,000
THE UNIVERSITY OF NOTRE DAME
UNIVERSITY OF NOTRE DAMENOTRE DAMEIN46556NONECHARITABLE CONTRIBUTION$125,000
THE UNIVERSITY OF UTAH
201 PRESIDENTS CIRSALT LAKE CITYUT84112NONECHARITABLE CONTRIBUTION$535,500
TORREY HOUSE PRESS
2806 E MELONY DRSALT LAKE CITYUT84124NONECHARITABLE CONTRIBUTION$40,000
UTAH MUSEUM OF CONTEMPORARY ART
20 S W TEMPLE STSALT LAKE CITYUT84101NONECHARITABLE CONTRIBUTION$5,500
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$10,000
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
YCC FAMILY CRISIS CENTER
2261 ADAMS AVEOGDENUT84401NONECHARITABLE CONTRIBUTION$1,000
YOUTH IMPACT
2305 GRANT AVEOGDENUT84401NONECHARITABLE CONTRIBUTION$5,000
YOUTH SPORTS ALLIANCE
1665 BONANZA DRPARK CITYUT84060NONECHARITABLE CONTRIBUTION$45,000
YWCA
322 E 300 SSALT LAKE CITYUT84111NONECHARITABLE CONTRIBUTION$15,000
AMERICAN FREE ENTERPRISE FOUNDATION
198 E ENSIGN VISTA DRSALT LAKE CITYUT84103NONECHARITABLE CONTRIBUTION$500
CURE PSP
325 HUDSON ST FLOOR 4NEW YORK CITYNY10013NONECHARITABLE CONTRIBUTION$500
EMPOWERMENT WORKS
1187 COAST VILLAGE RD SUITE 101SANTA BARBARACA93108NONECHARITABLE CONTRIBUTION$4,800
FAMILY PROMISE
814 W 800 SSALT LAKE CITYUT84104NONECHARITABLE CONTRIBUTION$5,000
GLOBAL EMPOWERMENT MISSION
1850 NW 84TH AVE 100DORALFL33126NONECHARITABLE CONTRIBUTION$8,800
GLOBAL QRF
825 N 300 W STE W311SALT LAKE CITYUT84103NONECHARITABLE CONTRIBUTION$10,000
UTAH CLEAN ENERGY
215 S 400 ESALT LAKE CITYUT84111NONECHARITABLE CONTRIBUTION$2,362
UTAH SYMPHONY UTAH OPERA
123 WEST SOUTH TEMPLESALT LAKE CITYUT84101NONECHARITABLE CONTRIBUTION$3,000
WEBER STATE UNIVERSITY
3848 HARRISON BLVDOGDENUT84408NONECHARITABLE CONTRIBUTION$10,000
WPR CARES
821 UNIVERSITY AVEMADISONWI53706NONECHARITABLE CONTRIBUTION$10,000
ILLUMINATES GALA
335 S 200 WSALT LAKE CITYUT84111NONECHARITABLE CONTRIBUTION$9,296
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,453,816TotalGrantOrContriPdDurYrAmt
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$3,546ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$320,895ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$875,629ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,200,070ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,200,070TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJEFF AND HELEN CARDONContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11663 DEVONSHIRE DRIVEAddressLine1Txt
CitySALT LAKE CITYCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84108ZIPCd
FieldValueIRS element (for citing)
Total Contributions$6,296TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (34 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
APPLE INC$11,913$177,297
GENUINE PARTS CO$80,596$165,799
LVMH MOET HENNESSY LOU$17,845$71,880
MICROCHIP TECHNOLOGY$118,652$530,488
PAYCHEX INC$717,439$1,626,552
PEPSICO INCORPORATED$150,808$357,341
SYSCO CORPORATION$150,340$412,884
TENCENT HOLDINGS$5,399$49,192
VERIZON COMMUNICATION$150,529$167,958
VISA INC$15,773$136,529
WASATCH EMRG INDIA FD$895,525$2,306,496
WASATCH EMRG MKT SLCT$500,000$852,120
WASATCH INTL GRTH$300,000$286,434
WASATCH SMALL CAP GR$11,365,611$11,986,033
WASATCH SMALL CAP VL$400,000$875,150
RETAIL OPPORTUNITY$682,446$1,041,600
INOVIO PHARMA$393,940$6,359
INTRA-CELLULAR$70,512$325,728
SHAKE SHACK$501,203$778,800
WASATCH GLOBAL OPPORTUNIES$2,347,791$2,229,872
SONOS$633,382$436,160
FIRST INSTT BANCSYST$2,024,953$1,448,162
MSC INDL DIRECT INC$967,308$821,590
3M CO: MMM$167,279$129,090
COMPASS PATHWAYS ADR$324,703$34,020
KNIGHT SWIFT TRANSPORTATION$426,880$487,968
CAMECO CORP$258,030$462,510
GLENCORE PLC$355,560$256,542
SPROTT PHYSICAL URANIU F$255,353$294,017
THE MOSAIC CO$410,280$147,480
DOCUSIGN$401,520$899,400
CHEWY INC$829,999$1,088,425
SIX FLAGS ENTERTAINMENT CORP$1,366,831$2,051,496
SOLVENTUM CORP$30,731$16,515

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryBROKERAGE FEESCategoryTxt
Amt$280Amt
Net Investment Income$280NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXCategoryTxt
Amt$35,981Amt
Net Investment Income$35,981NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.