JEFFREY S AND HELEN H CARDON FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- JEFFREY S AND HELEN H CARDON FOUNDATION (EIN 20-2029087)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-04
- IRS object ID
- 201633099349100523
- Schema version
- 2015v2.1
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-04T17:23:21-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 175 S WEST TEMPLE STE 650 | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | 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 | 8015819333 | 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 | 8015819333 | PhoneNum |
| Signature | 2016-11-02 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $18,065,337 | 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 | $3,461,102 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $11,252 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $627 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $83,992 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $83,992 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,445,496 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,538,171 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,445,496 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,001,842 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,530,115 | 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 |
| Accounting Fees Rev And Expnss | $2,025 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,025 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $16,802 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $23,388 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $42,215 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,025 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $600,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $600,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $642,815 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,025 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $600,600 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,359,027 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,528,090 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,445,200 | CashBOYAmt |
| Cash EOY | $6,479,320 | CashEOYAmt |
| Cash EOYFMV | $6,479,320 | CashEOYFMVAmt |
| US Government Obligations BOY | $273,388 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $7,568,546 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,869,365 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,586,017 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $13,287,134 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,348,685 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,065,337 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $13,287,134 | UnrestrictedBOYAmt |
| Unrestricted EOY | $16,348,685 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,287,134 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,348,685 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,287,134 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,348,685 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,287,134 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,359,027 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $17,646,161 | SubtotalAmt |
| Other Decreases | $1,297,476 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,348,685 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| Wasatch Heritage Growth | 2014-12-29 | 2015-04-30 | $878,463 | $953,005 | -$74,542 | -$74,542 | |
| Wasatch Heritage Growth | 2012-12-27 | 2015-04-30 | $32,165 | $34,895 | -$2,730 | -$2,730 | |
| Vincennes IN SBC | 2010-12-22 | 2015-07-10 | $250,000 | $250,000 | $0 | $0 | |
| Wasatch Heritage Growth | 2006-04-06 | 2015-04-30 | $462,486 | $854,775 | -$392,289 | -$392,289 | |
| Capital Gains Dividends | $1,915,057 | $1,915,057 | $1,915,057 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,445,496 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $486,712 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $12,169,018 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.039996 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $374,600 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,920,077 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.037762 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $273,026 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,574,956 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.036043 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $229,550 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,079,380 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.037759 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $179,574 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,341,338 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.041364 | DistributionYr5Rt |
| Total Distribution | 0.192924 | TotalDistributionRt |
| Average Distribution | 0.038585 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $15,262,394 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $588,899 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $15,281 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $604,180 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $600,600 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $30,562 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $30,562 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $30,562 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,000 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $70,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $82,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $51,438 | OverpaymentAmt |
| Applied To ES Tax | $51,438 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 8015819333 | 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 |
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 | $9,104,287 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,390,529 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,494,816 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,494,816 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $232,422 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,262,394 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $763,120 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $763,120 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $30,562 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $30,562 | TotalTaxAmt |
| Distributable Before Adj | $732,558 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $732,558 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $732,558 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $600,600 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $600,600 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $600,600 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $732,558 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $595,408 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $600,600 | QualifyingDistributionsAmt |
| Applied To Year1 | $595,408 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,192 | 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 | $727,366 | 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 | 8015819333 | 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 (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Ability Center | ||||||
| PO Box 682799 | Park City | UT | 84068 | nONE | Charitable Contribution | $6,000 |
| AMERICAN CANCER SOCIETY | ||||||
| 941 E 3300 S 100 | Salt Lake City | UT | 84106 | NONE | Charitable Contribution | $500 |
| Art Access | ||||||
| 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 | $5,000 |
| BOYS & GIRLS CLUB OF SALT LAKE CITY | ||||||
| 669 S 200 E 100 | Salt Lake City | UT | 84111 | NONE | Charitable Contribution | $45,000 |
| First Tee of Utah | ||||||
| 680 West 3300 South | Salt Lake City | UT | 84119 | nONE | Charitable Contribution | $1,700 |
| HIGHLAND EDUCATION FOUNDATION | ||||||
| 2166 S 1700 E | Salt Lake City | UT | 84106 | NONE | Charitable Contribution | $1,000 |
| Lupus Foundation of Utah | ||||||
| 455 E 500 S | Salt Lake City | UT | 84111 | NoNE | Charitable Contribution | $1,000 |
| Masicorp | ||||||
| PO Box 221 | Centre Harbor | NH | 03226 | NONE | Charitable Contribution | $5,000 |
| Multiple Sclerosis Society | ||||||
| 1440 Foothill Dr | Salt Lake City | UT | 84108 | NONE | Charitable Contribution | $3,600 |
| Nature Conservancy | ||||||
| 559 E South Temple | Salt Lake City | UT | 84102 | NONE | Charitable Contribution | $1,000 |
| Red Butte Garden | ||||||
| 300 Wakara Way | Salt Lake City | UT | 84108 | NONE | Charitable Contribution | $5,000 |
| Road Home | ||||||
| 210 S Rio Grande St | Salt Lake City | UT | 84101 | NONE | Charitable Contribution | $15,000 |
| Ronald McDonald House | ||||||
| 1135 E South Temple | Salt Lake City | UT | 84102 | NONE | Charitable Contribution | $15,000 |
| Teens ACT | ||||||
| 560 South 100 West STe 20 | Provo | UT | 84601 | NONE | Charitable Contribution | $1,000 |
| THE CHILDREN'S CENTER | ||||||
| 5242 S 4820 W | Kearns | UT | 84118 | NONE | Charitable Contribution | $56,200 |
| THE NEIGHBORHOOD HOUSE | ||||||
| 1050 W 500 S | Salt Lake City | UT | 84104 | NONE | Charitable Contribution | $45,000 |
| The Tryall Fund | ||||||
| 641 Lexington Avenue 29th Floor | New York | NY | 10022 | nONE | Charitable Contribution | $1,200 |
| THE UNIVERSITY OF NOTRE DAME | ||||||
| University of Notre Dame | Notre Dame | IN | 46556 | NONE | Charitable Contribution | $51,500 |
| THE UNIVERSITY OF UTAH | ||||||
| 201 Presidents Cir | Salt Lake City | UT | 84112 | NONE | Charitable Contribution | $262,000 |
| Volunteers of America | ||||||
| 435 West Bearcat Drive | Salt Lake City | UT | 84115 | NONE | Charitable Contribution | $35,500 |
| Ability Found | ||||||
| 2324 Constitution Blvd | West Valley City | UT | 84119 | nONE | Charitable Contribution | $5,000 |
| Huntsman Cancer Institute | ||||||
| 2000 Cir of Hope Drive | Salt Lake City | UT | 84112 | nONE | Charitable Contribution | $3,000 |
| John Moran Eye Center | ||||||
| 65 Mario Capecchi Drive | Salt Lake City | UT | 84132 | nONE | Charitable Contribution | $5,900 |
| Utah Museum of Fine Arts | ||||||
| 410 Campus Center Drive | Salt Lake City | UT | 84112 | nONE | Charitable Contribution | $1,000 |
| Utah Tibetan Association | ||||||
| 135 West 2950 South | Salt Lake City | UT | 84115 | nONE | Charitable Contribution | $7,500 |
| YWCA | ||||||
| 322 Broadway | Salt Lake City | UT | 84111 | nONE | Charitable Contribution | $15,000 |
| Schwab Charitable Fund | ||||||
| PO Box 628298 | Orlando | FL | 32862 | nONE | Charitable Contribution | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $600,600 | 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 | $11,252 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $83,992 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,445,496 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,540,740 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,540,740 | 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 (2 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 | $3,034,476 | Yes (X) |
| JEFF AND HELEN CARDON | ||||||
| 2 | 1663 SOUTH DEVONSHIRE DRIVE | SALT LAKE CITY | UT | 84108 | $426,626 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 61,563.718 Shares of Wasatch small Cap Growth Fund (WAAEX) | $3,034,476 | 2015-12-22 |
| 2 | 10,162.602 Shares of Wasatch small Cap Growth Fund (WAAEX) | $426,626 | 2015-12-28 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $2,025 | Amt |
| Net Investment Income | $2,025 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EXPEDITORS INTL | $179,328 | $288,640 |
| WASATCH HERITAGE | $0 | $0 |
| WASATCH INTL OPP | $858,562 | $995,266 |
| WASATCH INTL GRTH | $300,000 | $422,657 |
| WASATCH MICRO CAP | $945,477 | $870,252 |
| WASATCH SMALL CAP GR | $5,674,508 | $6,745,578 |
| WASATCH SMALL CAP VL | $400,000 | $524,913 |
| Wasatch Emrg India FD | $500,000 | $846,369 |
| Wasatch Emrg Mkt SLCT | $500,000 | $436,918 |
| Wasatch Emrg Mkt Small | $511,490 | $455,424 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUST TO TAX BASIS ON DONATED STOCKS | Desc |
| Amt | $1,297,476 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Bond Premium Amortization | Desc |
| Revenue And Expenses Per Books | $23,388 | RevenueAndExpensesPerBooksAmt |
| 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 | $16,802 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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