2015-05-15T15:05:15-05:00 2014-12-31 341878512 CBIZ MHM LLC 175 S WEST TEMPLE STE 650 SALT LAKE CITY UT 84101 990PF 2014-01-01 202029087 JEFFREY S AND HELEN H CARDON FOUNDATION JEFF 8015819333 1663 DEVONSHIRE DRIVE SALT LAKE CITY UT 84108 HELEN CARDON PRESIDENT 8015819333 2015-05-13 1 MARY KAY GRIFFIN P00185675 8013649300 2015-05-13 2014 2016-02-25 16:41:14Z X 15091833 X 3000000 17523 17523 9871 9871 552855 819540 567276 3580249 594670 0 0 0 1870 1870 0 10854 2712 0 12724 4582 0 486712 486712 499436 4582 486712 3080813 590088 2665380 5445200 5445200 540073 273388 255280 7000868 7568546 9391353 10206321 13287134 15091833 0 0 X 10206321 13287134 10206321 13287134 10206321 13287134 10206321 3080813 0 13287134 0 13287134 GARRET-KEYSER 2010-12-22 2014-01-15 150000 151951 -1951 -1951 NASSAU CN NY SWR ST 2010-12-22 2014-11-01 100000 100313 -313 -313 CAPITAL GAINS DIVIDENDS P 569540 569540 569540 567276 0 374600 9920077 0.037762 273026 7574956 0.036043 229550 6079380 0.037759 179574 4341338 0.041364 214837 3315895 0.064790 0.217718 0.043544 12169018 529888 5901 535789 486712 11802 0 11802 0 11802 7000 7000 X 4802 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 9424839 2929494 0 12354333 0 0 12354333 185315 12169018 608451 608451 11802 11802 596649 0 596649 0 596649 486712 0 486712 0 486712 596649 485471 0 0 486712 485471 0 0 1241 0 0 0 0 0 0 0 0 595408 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 AMERICAN CANCER SOCIETY 941 E 3300 S 100 SALT LAKE CITY UT 84106 NONE CHARITABLE CONTRIBUTION 1200 ART ACCESS 230 S 500 W SALT LAKE CITY UT 84101 NONE CHARITABLE CONTRIBUTION 2000 ASSISTANCE LEAGUE OF SALT LAKE 2060 E 3300 S SALT LAKE CITY UT 84109 NONE CHARITABLE CONTRIBUTION 3000 BOYS & GIRLS CLUB OF SALT LAKE CITY 669 S 200 E 100 SALT LAKE CITY UT 84111 NONE CHARITABLE CONTRIBUTION 35000 CRIMSON CLUB 1825 E SOUTH CAMPUS DRIVE SALT LAKE CITY UT 84112 NONE CHARITABLE CONTRIBUTION 5000 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 7000 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 5512 ROAD HOME 210 S RIO GRANDE ST SALT LAKE CITY UT 84101 NONE CHARITABLE CONTRIBUTION 7000 RONALD MCDONALD HOUSE 1135 E SOUTH TEMPLE SALT LAKE CITY UT 84102 NONE CHARITABLE CONTRIBUTION 7000 SPRINGVILLE MUSEUM 126 E 400 S SPRINGVILLE UT 84663 NONE CHARITABLE CONTRIBUTION 2500 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 126700 THE NEIGHBORHOOD HOUSE 1050 W 500 S SALT LAKE CITY UT 84104 NONE CHARITABLE CONTRIBUTION 51000 THE UNIVERSITY OF NOTRE DAME UNIVERSITY OF NOTRE DAME NOTRE DAME IN 46556 NONE CHARITABLE CONTRIBUTION 50000 THE UNIVERSITY OF UTAH 201 PRESIDENTS CIR SALT LAKE CITY UT 84112 NONE CHARITABLE CONTRIBUTION 118500 VOLUNTEERS OF AMERICA 435 WEST BEARCAT DRIVE SALT LAKE CITY UT 84115 NONE CHARITABLE CONTRIBUTION 20000 ABILITY CENTER PO BOX 682799 PARK CITY UT 84068 NONE CHARITABLE CONTRIBUTION 10000 FIRST TEE OF UTAH 680 WEST 3300 SOUTH SALT LAKE CITY UT 84119 NONE CHARITABLE CONTRIBUTION 3700 INTERNATIONAL MOTHER EARTH 14673 ROUND VALLEY DRIVE SHERMAN OAKS CA 91403 NONE CHARITABLE CONTRIBUTION 5500 THE TRYALL FUND 641 LEXINGTON AVENUE 29TH FLOOR NEW YORK NY 10022 NONE CHARITABLE CONTRIBUTION 1000 UTAH FILM CENTER 122 SOUTH MAIN STREET SALT LAKE CITY UT 84101 NONE CHARITABLE CONTRIBUTION 17000 WEBER STATE UNIVERSITY 3848 HARRISON BLVD OGDEN UT 84408 NONE CHARITABLE CONTRIBUTION 500 486712 0 14 17523 14 9871 18 552855 0 580249 0 580249 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 3000000 X ACCOUNTING FEES 1870 1870 0 EXPEDITORS INTL 179328 285504 WASATCH HERITAGE 991044 1295772 WASATCH INTL OPP 813377 909363 WASATCH INTL GRTH 300000 366853 WASATCH MICRO CAP 851255 811909 WASATCH SMALL CAP GR 2522122 3340558 WASATCH SMALL CAP VL 400000 527573 WASATCH EMRG INDIA FD 500000 824022 WASATCH EMRG MKT SLCT 500000 527404 WASATCH EMRG MKT SMALL 511420 502395 273388 255280 0 0 EXCISE TAX ON EXCESS INV INC 8142 0 0 OTHER TAXES 2712 2712 0