2016-11-04T17:23:21-05:00 2015-12-31 341878512 CBIZ MHM LLC 175 S WEST TEMPLE STE 650 SALT LAKE CITY UT 84101 990PF 2015-01-01 202029087 JEFFREY S AND HELEN H CARDON FOUNDATION JEFF 8015819333 1663 DEVONSHIRE DRIVE SALT LAKE CITY UT 84108 Helen Cardon President 8015819333 2016-11-02 1 Mary Kay Griffin P00185675 8013649300 2015 2017-02-10 21:41:12Z X 18065337 X 3461102 11252 627 83992 83992 1445496 3538171 1445496 5001842 1530115 0 0 0 2025 2025 0 16802 0 0 23388 0 0 42215 2025 0 600600 600600 642815 2025 600600 4359027 1528090 5445200 6479320 6479320 273388 0 0 7568546 9869365 11586017 13287134 16348685 18065337 0 0 X 13287134 16348685 13287134 16348685 13287134 16348685 13287134 4359027 0 17646161 1297476 16348685 Wasatch Heritage Growth 2014-12-29 2015-04-30 878463 953005 -74542 -74542 Wasatch Heritage Growth 2012-12-27 2015-04-30 32165 34895 -2730 -2730 Vincennes IN SBC 2010-12-22 2015-07-10 250000 250000 0 0 Wasatch Heritage Growth 2006-04-06 2015-04-30 462486 854775 -392289 -392289 Capital Gains Dividends P 1915057 1915057 1915057 1445496 0 486712 12169018 0.039996 374600 9920077 0.037762 273026 7574956 0.036043 229550 6079380 0.037759 179574 4341338 0.041364 0.192924 0.038585 15262394 588899 15281 604180 600600 30562 0 30562 0 30562 12000 70000 82000 X 51438 51438 0 0 0 0 0 0 0 0 0 0 0 1 1 UT 1 0 0 0 0 1 N/A HELEN H CARDON 8015819333 1663 S DEVONSHIRE DRIVE SALT LAKE CITY UT 84108 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 N/A 0 0 9104287 6390529 0 15494816 0 0 15494816 232422 15262394 763120 763120 30562 30562 732558 0 732558 0 732558 600600 0 600600 0 600600 732558 595408 0 0 600600 595408 0 0 5192 0 0 0 0 0 0 0 0 727366 0 0 0 HELEN H CARDON JEFFREY S CARDON HELEN H CARDON 1663 DEVONSHIRE DRIVE SALT LAKE CITY UT 84108 8015819333 NONE SPECIFIED NONE NONE Ability Center PO Box 682799 Park City UT 84068 nONE Charitable Contribution 6000 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 1000 ASSISTANCE LEAGUE OF SALT LAKE 2060 E 3300 S Salt Lake City UT 84109 NONE Charitable Contribution 5000 BOYS & GIRLS CLUB OF SALT LAKE CITY 669 S 200 E 100 Salt Lake City UT 84111 NONE Charitable Contribution 45000 First Tee of Utah 680 West 3300 South Salt Lake City UT 84119 nONE Charitable Contribution 1700 HIGHLAND EDUCATION FOUNDATION 2166 S 1700 E Salt Lake City UT 84106 NONE Charitable Contribution 1000 Lupus Foundation of Utah 455 E 500 S Salt Lake City UT 84111 NoNE Charitable Contribution 1000 Masicorp PO Box 221 Centre Harbor NH 03226 NONE Charitable Contribution 5000 Multiple Sclerosis Society 1440 Foothill Dr Salt Lake City UT 84108 NONE Charitable Contribution 3600 Nature Conservancy 559 E South Temple Salt Lake City UT 84102 NONE Charitable Contribution 1000 Red Butte Garden 300 Wakara Way Salt Lake City UT 84108 NONE Charitable Contribution 5000 Road Home 210 S Rio Grande St Salt Lake City UT 84101 NONE Charitable Contribution 15000 Ronald McDonald House 1135 E South Temple Salt Lake City UT 84102 NONE Charitable Contribution 15000 Teens ACT 560 South 100 West STe 20 Provo UT 84601 NONE Charitable Contribution 1000 THE CHILDREN'S CENTER 5242 S 4820 W Kearns UT 84118 NONE Charitable Contribution 56200 THE NEIGHBORHOOD HOUSE 1050 W 500 S Salt Lake City UT 84104 NONE Charitable Contribution 45000 The Tryall Fund 641 Lexington Avenue 29th Floor New York NY 10022 nONE Charitable Contribution 1200 THE UNIVERSITY OF NOTRE DAME University of Notre Dame Notre Dame IN 46556 NONE Charitable Contribution 51500 THE UNIVERSITY OF UTAH 201 Presidents Cir Salt Lake City UT 84112 NONE Charitable Contribution 262000 Volunteers of America 435 West Bearcat Drive Salt Lake City UT 84115 NONE Charitable Contribution 35500 Ability Found 2324 Constitution Blvd West Valley City UT 84119 nONE Charitable Contribution 5000 Huntsman Cancer Institute 2000 Cir of Hope Drive Salt Lake City UT 84112 nONE Charitable Contribution 3000 John Moran Eye Center 65 Mario Capecchi Drive Salt Lake City UT 84132 nONE Charitable Contribution 5900 Utah Museum of Fine Arts 410 Campus Center Drive Salt Lake City UT 84112 nONE Charitable Contribution 1000 Utah Tibetan Association 135 West 2950 South Salt Lake City UT 84115 nONE Charitable Contribution 7500 YWCA 322 Broadway Salt Lake City UT 84111 nONE Charitable Contribution 15000 Schwab Charitable Fund PO Box 628298 Orlando FL 32862 nONE Charitable Contribution 5000 600600 0 14 11252 14 83992 18 1445496 0 1540740 0 1540740 0 0 0 0 0 0 0 0 0 0 X X 1 JEFF AND HELEN CARDON 1663 SOUTH DEVONSHIRE DRIVE SALT LAKE CITY UT 84108 3034476 X 2 JEFF AND HELEN CARDON 1663 SOUTH DEVONSHIRE DRIVE SALT LAKE CITY UT 84108 426626 X 1 61,563.718 Shares of Wasatch small Cap Growth Fund (WAAEX) 3034476 2015-12-22 2 10,162.602 Shares of Wasatch small Cap Growth Fund (WAAEX) 426626 2015-12-28 Accounting Fees 2025 2025 0 EXPEDITORS INTL 179328 288640 WASATCH HERITAGE 0 0 WASATCH INTL OPP 858562 995266 WASATCH INTL GRTH 300000 422657 WASATCH MICRO CAP 945477 870252 WASATCH SMALL CAP GR 5674508 6745578 WASATCH SMALL CAP VL 400000 524913 Wasatch Emrg India FD 500000 846369 Wasatch Emrg Mkt SLCT 500000 436918 Wasatch Emrg Mkt Small 511490 455424 0 0 0 0 ADJUST TO TAX BASIS ON DONATED STOCKS 1297476 Bond Premium Amortization 23388 0 0 EXCISE TAX ON EXCESS INV INC 16802 0 0