2014-05-15T16:50:13-05:00 2013-12-31 341878512 CBIZ MHM LLC 175 S WEST TEMPLE STE 650 SALT LAKE CITY UT 84101 990PF 2013-01-01 202029087 JEFFREY S AND HELEN H CARDON FOUNDATION JEFF 8015819333 1663 DEVONSHIRE DRIVE SALT LAKE CITY UT 84108 HELEN CARDON PRESIDENT 8015819333 2014-05-14 1 MARY KAY GRIFFIN P00185675 8013649300 2013 2015-12-30 17:16:21Z X 12134202 X 1500000 20132 20132 35128 35128 294008 294008 294008 1849268 349268 0 0 0 1790 1790 0 7 7 0 7832 388 0 9629 2185 0 374600 374600 384229 2185 374600 1465039 347083 3014904 2665380 2665380 540073 540073 517717 5186305 7000868 8951105 8741282 10206321 12134202 0 0 X 8741282 10206321 8741282 10206321 8741282 10206321 8741282 1465039 0 10206321 0 10206321 CAPITAL GAINS DIVIDENDS P 294008 294008 294008 294008 0 273026 7574956 0.036043 229550 6079380 0.037759 179574 4341338 0.041364 214837 3315895 0.064790 214196 4254454 0.050346 0.230302 0.046060 9920077 456919 3471 460390 374600 6942 0 6942 0 6942 5800 5800 X 1142 0 0 0 0 0 0 0 0 0 0 0 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 0.00 0 0 0 JEFFREY S CARDON 1663 DEVONSHIRE DRIVE SALT LAKE CITY UT 84108 SECRETARY/TREASURER/DIRECT 0.00 0 0 0 JANE H MASON 117 AUDUBON PLACE HAILEY ID 83333 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 N/A 0 0 7433703 2637441 0 10071144 0 0 10071144 151067 9920077 496004 496004 6942 6942 489062 0 489062 0 489062 374600 0 374600 0 374600 489062 371009 0 0 374600 371009 0 0 3591 0 0 0 0 0 0 0 0 485471 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 52300 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 3000 BOYS & GIRLS CLUB OF SALT LAKE CITY 669 S 200 E 100 SALT LAKE CITY UT 84111 NONE CHARITABLE CONTRIBUTION 13000 CRIMSON CLUB 1825 E SOUTH CAMPUS DRIVE SALT LAKE CITY UT 84112 NONE CHARITABLE CONTRIBUTION 5000 CHOICE HUMANITARIAN 7879 S 1530 W 200 WEST JORDAN UT 84088 NONE CHARITABLE CONTRIBUTION 5000 HIGHLAND EDUCATION FOUNDATION 2166 S 1700 E SALT LAKE CITY UT 84106 NONE CHARITABLE CONTRIBUTION 200 GUADALUPE SCHOOL 340 GOSHEN ST SALT LAKE CITY UT 84104 NONE CHARITABLE CONTRIBUTION 54000 LUPUS FOUNDATION OF UTAH 455 E 500 S SALT LAKE CITY UT 84111 NONE CHARITABLE CONTRIBUTION 1000 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 MASICORP PO BOX 221 CENTRE HARBOR NH 03226 NONE CHARITABLE CONTRIBUTION 7000 RED BUTTE GARDEN 300 WAKARA WAY SALT LAKE CITY UT 84108 NONE CHARITABLE CONTRIBUTION 2000 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 5000 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 32500 THE NEIGHBORHOOD HOUSE 1050 W 500 S SALT LAKE CITY UT 84104 NONE CHARITABLE CONTRIBUTION 15000 THE UNIVERSITY OF NOTRE DAME UNIVERSITY OF NOTRE DAME NOTRE DAME IN 46556 NONE CHARITABLE CONTRIBUTION 77000 THE UNIVERSITY OF UTAH 201 PRESIDENTS CIR SALT LAKE CITY UT 84112 NONE CHARITABLE CONTRIBUTION 48000 UTAH ANIMAL ADOPTION 1955 N REDWOOD RD SALT LAKE CITY UT 84116 NONE CHARITABLE CONTRIBUTION 500 UTAH MUSEUM OF CONTEMPORARY ART 20 SOUTH WEST TEMPLE SALT LAKE CITY UT 84101 NONE CHARITABLE CONTRIBUTION 30000 VOLUNTEERS OF AMERICA 435 WEST BEARCAT DRIVE SALT LAKE CITY UT 84115 NONE CHARITABLE CONTRIBUTION 5000 YWCA 344 E BROADWAY SALT LAKE CITY UT 84111 NONE CHARITABLE CONTRIBUTION 3000 374600 0 14 20132 14 35128 18 294008 0 349268 0 349268 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 1500000 X ACCOUNTING FEES 1790 1790 0 EXPEDITORS INTL 179328 283200 WASATCH HERITAGE 923448 1240569 WASATCH INTL OPP 722534 882292 WASATCH INTL GRTH 300000 406294 WASATCH MICRO CAP 740873 818026 WASATCH SMALL CAP GR 2223950 3255727 WASATCH SMALL CAP VL 400000 491219 WASATCH EMRG INDIA FD 500000 567039 WASATCH EMRG MKT SLCT 500000 508790 WASATCH EMRG MKT SMALL 510735 497949 540073 517717 0 0 BROKERAGE FEES 7 7 0 EXCISE TAX ON EXCESS INV INC 7444 0 0 OTHER TAXES 388 388 0