BETA

JEFFREY S AND HELEN H CARDON FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
JEFFREY S AND HELEN H CARDON FOUNDATION (EIN 20-2029087)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-14
IRS object ID
201831349349103933
Schema version
2017v2.2
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)
Return2018-05-14T16:27:19-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

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 Begin2017-01-01TaxPeriodBeginDt

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
Signature2018-05-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARY KAY GRIFFINPreparerPersonNm
PTINP00185675PTIN
Phone8013649300PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$26,075,220FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,000,078ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$8,211InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$8,211InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$129,173DividendsRevAndExpnssAmt
Dividends Net Invst Incm$129,173DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,832,645NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,984,840GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,832,645CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,970,107TotalRevAndExpnssAmt
Total Net Invst Incm$1,970,029TotalNetInvstIncmAmt
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$5,072AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$19,700TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$24,772TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$922,200ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$922,200ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$946,972TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$922,200TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,023,135ExcessRevenueOverExpensesAmt
Net Investment Income$1,970,029NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,902,551CashBOYAmt
Cash EOY$2,402,820CashEOYAmt
Cash EOYFMV$2,402,820CashEOYFMVAmt
Prepaid Expenses BOY$42,659PrepaidExpensesBOYAmt
Prepaid Expenses EOY$22,959PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$22,959PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$16,330,130CorporateStockBOYAmt
Corporate Stock EOY$17,251,729CorporateStockEOYAmt
Corporate Stock EOYFMV$23,649,441CorporateStockEOYFMVAmt
Total Assets BOY$18,275,340TotalAssetsBOYAmt
Total Assets EOY$19,677,508TotalAssetsEOYAmt
Total Assets EOYFMV$26,075,220TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$18,275,340UnrestrictedBOYAmt
Unrestricted EOY$19,677,508UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$18,275,340TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$19,677,508TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$18,275,340TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$19,677,508TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$18,275,340TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,023,135ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$20,298,475SubtotalAmt
Other Decreases$620,967OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$19,677,508TotNetAstOrFundBalancesEOYAmt

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
ANALOG DEVICES INCP2017-03-142017-03-15$28$28$0$0
LINEAR TECHNOLOGY COP2011-09-012017-03-14$352,365$152,167$200,198$200,198
CAPITAL GAINS DIVIDENDSP$1,632,447$1,632,447$1,632,447
FieldValueIRS element (for citing)
Capital Gain Net Income$1,832,645CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$719,871AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$18,569,021NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.038767DistributionYr1Rt
Adjusted Qlfy Distri Yr2$600,600AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$15,262,394NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.039352DistributionYr2Rt
Adjusted Qlfy Distri Yr3$486,712AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$12,169,018NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.039996DistributionYr3Rt
Adjusted Qlfy Distri Yr4$374,600AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$9,920,077NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.037762DistributionYr4Rt
Adjusted Qlfy Distri Yr5$273,026AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$7,574,956NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.036043DistributionYr5Rt
Total Distribution0.191920TotalDistributionRt
Average Distribution0.038384AverageDistributionRt
Net Vl Noncharitable Assets$23,254,665NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$892,607AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$19,700NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$912,307AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$922,200QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$19,700InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$19,700SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$19,700TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$42,659EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$42,659TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$22,959OverpaymentAmt
Applied To ES Tax$22,959AppliedToESTaxAmt
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

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$20,969,312AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,639,485AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$23,608,797TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$23,608,797AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$354,132CashDeemedCharitableAmt
Net Vl Noncharitable Assets$23,254,665NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,162,733MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,162,733MinimumInvestmentReturnAmt
Tax Based On Investment Income$19,700TaxBasedOnInvestmentIncomeAmt
Total Tax$19,700TotalTaxAmt
Distributable Before Adj$1,143,033DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,143,033DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,143,033DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$922,200ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$922,200QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$19,700PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$902,500AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,143,033DistributableAsAdjustedAmt
Undistributed Income PY$918,388UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$922,200QualifyingDistributionsAmt
Applied To Year1$918,388AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$3,812AppliedToCurrentYearAmt
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$1,139,221UndistributedIncomeCYAmt
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

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonHELEN H CARDONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11663 DEVONSHIRE DRIVEAddressLine1Txt
CitySALT LAKE CITYCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84108ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8018848051RecipientPhoneNum
Form And Info And MaterialsNONE SPECIFIEDFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
10-07 CHARITABLE FUND
569 OGDEN CANYONOGDENUT84401NONECHARITABLE CONTRIBUTION$1,500
ABILITY FOUND
2324 CONSTITUTION BLVDWEST VALLEY CITYUT84119NONECHARITABLE CONTRIBUTION$2,000
ART ACCESS
230 S 500 WSALT LAKE CITYUT84101NONECHARITABLE CONTRIBUTION$1,000
ASSISTANCE LEAGUE OF SALT LAKE
2060 E 3300 SSALT LAKE CITYUT84109NONECHARITABLE CONTRIBUTION$3,000
BOYS & GIRLS CLUB OF SALT LAKE CITY
669 S 200 E 100SALT LAKE CITYUT84111NONECHARITABLE CONTRIBUTION$62,500
CALDWELL FAMILY FOUNDATION
1773 E HIDDEN VALLEY DRSANDYUT84092NONECHARITABLE CONTRIBUTION$3,000
LUPUS FOUNDATION OF UTAH
455 E 500 SSALT LAKE CITYUT84111NONECHARITABLE CONTRIBUTION$2,000
NATIONAL ABILITY CENTER
PO BOX 682799PARK CITYUT84068NONECHARITABLE CONTRIBUTION$5,000
NATURE CONSERVANCY
559 E SOUTH TEMPLESALT LAKE CITYUT84102NONECHARITABLE CONTRIBUTION$1,000
SCHWAB CHARITABLE FUND
PO BOX 628298ORLANDOFL32862NONECHARITABLE CONTRIBUTION$230,000
THE CHILDREN'S CENTER
5242 S 4820 WKEARNSUT84118NONECHARITABLE CONTRIBUTION$30,000
THE NEIGHBORHOOD HOUSE
1050 W 500 SSALT LAKE CITYUT84104NONECHARITABLE CONTRIBUTION$113,000
THE TRYALL FUND
641 LEXINGTON AVENUE 29TH FLOORNEW YORKNY10022NONECHARITABLE CONTRIBUTION$1,200
THE UNIVERSITY OF NOTRE DAME
UNIVERSITY OF NOTRE DAMENOTRE DAMEIN46556NONECHARITABLE CONTRIBUTION$50,000
THE UNIVERSITY OF UTAH
201 PRESIDENTS CIRSALT LAKE CITYUT84112NONECHARITABLE CONTRIBUTION$282,000
TORREY HOUSE PRESS
2806 E MELONY DRSALT LAKE CITYUT84124NONECHARITABLE CONTRIBUTION$15,000
ART SPACE
230 S 500 WSALT LAKE CITYUT84101NONECHARITABLE CONTRIBUTION$2,000
THE HELPER PROJECT
MAIN STREETSALT LAKE CITYUT84101NONECHARIABLE CONTRIBUTION$10,000
HUNTSMAN CANCER INSTITUTE
2000 CIR OF HOPE DRSALT LAKE CITYUT84103NONECHARITABLE CONTRIBUTION$500
INTERNATIONAL RESCUE COMMITTEE
221 400 WSALT LAKE CITYUT84110NONECHARITABLE CONTRIBUTION$4,000
KEYSTONE RECOVERY CENTER
1159 30TH STREETOGDENUT84403NONECHARITABLE CONTRIBUTION$35,000
MALIHEH FREE CLINIC
415 E 3900 SSALT LAKE CITYUT84107NONECHARITABLE CONTRIBUTION$30,000
JOHN A MORAN EYE CENTER
65 MARIO CAPECCHI DRSALT LAKE CITYUT84132NONECHARITABLE CONTRIBUTION$14,000
NATIONAL ALLIANCE ON MENTAL ILLNESS
1600 W 2200 S 202WEST VALLEY CITYUT84119NONECHARITABLE CONTRIBUTION$500
PEOPLE HELPING PEOPLE
205 N 400 WSALT LAKE CITYUT84103NONECHARITABLE CONTRIBUTION$2,500
THE ROAD HOME
210 S RIO GRANDE STSALT LAKE CITYUT84101NONECHARITABLE CONTRIBUTION$15,000
NATURAL HISTORY MUSEUM OF UTAH
301 WAKARA WAYSALT LAKE CITYUT84108NONECHARITABLE CONTRIBUTION$1,000
VOA HOMLESS YOUTH RESOURCE CENTER
888 400WSALT LAKE CITYUT84101NONECHARITABLE CONTRIBUTION$5,000
YCC FAMILY CRISIS CENTER
2261 ADAMS AVEOGDENUT84401NONECHARITABLE CONTRIBUTION$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$922,200TotalGrantOrContriPdDurYrAmt
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$8,211ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$129,173ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,832,645ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,970,029ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,970,029TotalIncomeProducingActyAmt

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 (16 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionInd
JEFF AND HELEN CARDON
11663 SOUTH DEVONSHIRE DRIVESALT LAKE CITYUT84108$8,481Yes (X)
JEFF AND HELEN CARDON
21663 SOUTH DEVONSHIRE DRIVESALT LAKE CITYUT84108$40,199Yes (X)
JEFF AND HELEN CARDON
31663 SOUTH DEVONSHIRE DRIVESALT LAKE CITYUT84108$66,928Yes (X)
JEFF AND HELEN CARDON
41663 SOUTH DEVONSHIRE DRIVESALT LAKE CITYUT84108$41,280Yes (X)
JEFF AND HELEN CARDON
51663 SOUTH DEVONSHIRE DRIVESALT LAKE CITYUT84108$46,283Yes (X)
JEFF AND HELEN CARDON
61663 SOUTH DEVONSHIRE DRIVESALT LAKE CITYUT84108$28,930Yes (X)
JEFF AND HELEN CARDON
71663 SOUTH DEVONSHIRE DRIVESALT LAKE CITYUT84108$37,270Yes (X)
JEFF AND HELEN CARDON
81663 SOUTH DEVONSHIRE DRIVESALT LAKE CITYUT84108$112,266Yes (X)
JEFF AND HELEN CARDON
91663 SOUTH DEVONSHIRE DRIVESALT LAKE CITYUT84108$33,400Yes (X)
JEFF AND HELEN CARDON
101663 SOUTH DEVONSHIRE DRIVESALT LAKE CITYUT84108$38,521Yes (X)
JEFF AND HELEN CARDON
111663 SOUTH DEVONSHIRE DRIVESALT LAKE CITYUT84108$328,644Yes (X)
JEFF AND HELEN CARDON
121663 SOUTH DEVONSHIRE DRIVESALT LAKE CITYUT84108$42,750Yes (X)
JEFF AND HELEN CARDON
131663 SOUTH DEVONSHIRE DRIVESALT LAKE CITYUT84108$47,665Yes (X)
JEFF AND HELEN CARDON
141663 SOUTH DEVONSHIRE DRIVESALT LAKE CITYUT84108$42,774Yes (X)
JEFF AND HELEN CARDON
151663 SOUTH DEVONSHIRE DRIVESALT LAKE CITYUT84108$49,257Yes (X)
JEFF AND HELEN CARDON
161663 SOUTH DEVONSHIRE DRIVESALT LAKE CITYUT84108$35,430Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (16 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
18 SHARES OF ALPHABET INC$8,4812017-12-27
2555 SHARES OF ALTRIA GROUP INC$40,1992017-12-27
3940 SHARES OF COGNIZANT TECH SOLUTIONS$66,9282017-12-27
4385 SHARES OF JPMORGAN CHASE & CO$41,2802017-12-27
5540 SHARES OF MICROSOFT CORP$46,2832017-12-27
680 SHARES OF NETEASE INC$28,9302017-12-27
7240 SHARES OF NEXTERA ENERGY INC$37,2702017-12-27
81,100 SHARES OF PHILLIPS 66$112,2662017-12-27
919 SHARES OF PRICELINE GROUP$33,4002017-12-27
10205 SHARES OF RAYTHEON COMPANY$38,5212017-12-27
115,400 SHARES OF SYSCO CORPORATION$328,6442017-12-27
121,349 SHARES OF TECHTRONIC INDUSTRY$42,7502017-12-27
13925 SHARES OF TENCENT HOLDINGS$47,6652017-12-27
14385 SHARES OF VARIAN MEDICAL SYSTEM$42,7742017-12-27
15432 SHARES OF VISA INC$49,2572017-12-27
16150 SHARES OF 3M COMPANY$35,4302017-12-27

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$5,072Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (41 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
EXPEDITORS INTL$179,328$414,016
WASATCH INTL OPP$945,091$1,324,255
WASATCH INTL GRTH$300,000$481,538
WASATCH MICRO CAP$1,052,946$1,236,679
WASATCH SMALL CAP GR$9,733,004$11,551,920
WASATCH SMALL CAP VL$400,000$704,908
WASATCH EMRG INDIA FD$500,000$1,248,603
WASATCH EMRG MKT SLCT$500,000$570,838
WASATCH EMRG MKT SMALL$511,490$605,977
APPLE INC$42,930$93,415
BERKSHIRE HATHAWAY$42,186$88,406
BOEING CO$3,921$16,220
CUMMINS INC$12,108$23,670
DR PEPPER SNAPPLE GP$150,137$380,961
ELI LILLY & COMPANY$14,578$29,561
EXPRESS SCRIPTS HLDG$35,193$44,709
GENUINE PARTS CO$163,758$277,429
INTEL CORP$171,486$383,128
JOHNSON & JOHNSON$167,494$357,683
MICROCHIP TECHNOLOGY$120,322$406,445
PAYCHEX INC$150,057$381,248
PEPSICO INCORPORATED$150,808$281,812
VERIZON COMMUNICATION$150,529$222,306
ALPHABET INC$2,292$8,427
ALTRIA GROUP INC$18,366$39,633
ANALOG DEVICES$103,936$111,555
COGNIZANT TECH SOLU$29,234$66,759
JPMORGAN CHASE & CO$16,854$41,172
MICROSOFT CORP$16,773$46,192
NETEASE INC$5,231$27,606
NEXTERA ENERGY INC$15,829$37,486
PHILLIPS 66$34,265$111,265
PRICELINE GROUP$12,559$33,017
RAYTHEON COMPANY$10,893$38,509
SYSCO CORPORATION$150,340$327,942
TECHTRONIC INDUSTRY$17,668$44,004
TENCENT HOLDINGS$5,399$48,026
VARIAN MEDICAL SYSTEM$20,159$42,793
VISA INC$15,773$49,257
3M COMPANY$13,350$35,306
WASATCH GLOBAL VALUE FD$1,265,442$1,414,765

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBUILT IN GAIN ON STOCK DONATIONSDesc
Amt$620,967Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryOTHER TAXESCategoryTxt
Amt$19,700Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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