2025-11-14T09:50:47-06:00 2024-12-31 341878512 CBIZ ADVISORS LLC 19 EAST 200 SOUTH SUITE 1000 SALT LAKE CITY UT 84111 990PF 2024-01-01 202029087 JEFFREY S & HELEN H CARDON FOUNDATION JEFF 8018848051 1663 S DEVONSHIRE DR SALT LAKE CITY UT 84108 HELEN CARDON PRESIDENT 8018848051 2025-11-11 1 0 AARON POND P00748419 8013649300 2025-11-11 2024 2025-03-06 01:10:19Z X 33122169 X 6296 3546 3546 320895 320895 875629 875629 875629 1206366 1200070 0 0 0 280 280 0 35981 35981 0 36261 36261 0 1453816 1453816 1490077 36261 1453816 -283711 1163809 953268 164282 164282 26823856 27329131 32957887 27777124 27493413 33122169 0 0 X 27777124 27493413 27777124 27493413 27777124 27493413 27777124 -283711 0 27493413 0 27493413 DELL TECHNOLOGIES INC 2024-05-03 2024-05-03 661 661 661 CAPITAL GAINS DIVIDENDS P 874968 874968 874968 875629 16177 0 16177 0 16177 6750 0 0 0 6750 X 411 9838 0 0 0 0 0 0 0 0 0 0 1 1 UT 1 0 0 0 0 1 N/A HELEN H CARDON 8018848051 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 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 GEORGE J CARDON 434 NORTH A STREET SALT LAKE CITY UT 84103 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 N/A 0 0 31290384 921583 0 32211967 0 0 32211967 483180 31728787 1586439 1586439 16177 16177 1570262 0 1570262 0 1570262 1453816 0 1453816 1570262 1452804 0 0 1453816 1452804 0 0 1012 0 0 0 0 0 0 0 0 1569250 0 0 0 HELEN H CARDON JEFFREY S CARDON X 10-07 CHARITABLE FUND 569 OGDEN CANYON OGDEN UT 84401 NONE CHARITABLE CONTRIBUTION 5500 ABILITY FOUND 2324 CONSTITUTION BLVD WEST VALLEY CITY UT 84119 NONE CHARITABLE CONTRIBUTION 2000 AMERICAN CANCER SOCIETY 941 E 3300 S 100 SALT LAKE CITY UT 84106 NONE CHARITABLE CONTRIBUTION 5000 ART ACCESS 230 S 500 W SALT LAKE CITY UT 84101 NONE CHARITABLE CONTRIBUTION 3000 ART SPACE 230 S 500 W SALT LAKE CITY UT 84101 NONE CHARITABLE CONTRIBUTION 1500 ASSISTANCE LEAGUE OF SALT LAKE 2060 E 3300 S SALT LAKE CITY UT 84109 NONE CHARITABLE CONTRIBUTION 6000 BALLET WEST 52 WEST 200 SOUTH SALT LAKE CITY UT 84101 NONE CHARITABLE CONTRIBUTION 14500 BOYS & GIRLS CLUB OF SALT LAKE CITY 669 S 200 E 100 SALT LAKE CITY UT 84111 NONE CHARITABLE CONTRIBUTION 40000 CACHE VALLEY LANGUAGE CENTER 1544 N 200 W LOGAN UT 84341 NONE CHARITABLE CONTRIBUTION 20000 CATHOLIC COMMUNITY SERVICES 745 EAST 300 SOUTH SALT LAKE CITY UT 84102 NONE CHARITABLE CONTRIBUTION 40000 COUNTRY CLUB CARES FOUNDATION 2400 E COUNTRY CLUB DR SALT LAKE CITY UT 84109 NONE CHARITABLE CONTRIBUTION 10000 ENCIRCLE FOR SALT LAKE CITY 331 600 E SALT LAKE CITY UT 84102 NONE CHARITABLE CONTRIBUTION 13500 ENVIRONMENTAL RESOURCE CENTER PO BOX 819 KETCHUM ID 83340 NONE CHARITABLE CONTRIBUTION 20000 GIRLS ON THE RUN PO BOX 58337 SALT LAKE CITY UT 84158 NONE CHARITABLE CONTRIBUTION 3500 GUADALUPE SCHOOL 1385 N 1200 W SALT LAKE CITY UT 84116 NONE CHARITABLE CONTRIBUTION 40000 HELPER PROJECT MAIN STREET SALT LAKE CITY UT 84101 NONE CHARITABLE CONTRIBUTION 20000 HUNTSMAN CANCER INSTITUTE 2000 CIR OF HOPE DR SALT LAKE CITY UT 84103 NONE CHARITABLE CONTRIBUTION 1000 JEWISH FAMILY SERVICE RENTAL AS 495 E 4500 S STE 100 SALT LAKE CITY UT 84107 NONE CHARITABLE CONTRIBUTION 20000 JOHN A MORAN EYE CENTER 65 MARIO CAPECCHI DR SALT LAKE CITY UT 84132 NONE CHARITABLE CONTRIBUTION 10000 KEYSTONE RECOVERY CENTER 1159 30TH STREET OGDEN UT 84403 NONE CHARITABLE CONTRIBUTION 5000 MALIHEH FREE CLINIC 415 E 3900 S SALT LAKE CITY UT 84107 NONE CHARITABLE CONTRIBUTION 25000 NATIONAL ABILITY CENTER PO BOX 682799 PARK CITY UT 84068 NONE CHARITABLE CONTRIBUTION 8000 NATIONAL ALLIANCE ON MENTAL ILLNESS 1600 W 2200 S 202 WEST VALLEY CITY UT 84119 NONE CHARITABLE CONTRIBUTION 3000 NATURAL HISTORY MUSEUM OF UTAH 301 WAKARA WAY SALT LAKE CITY UT 84108 NONE CHARITABLE CONTRIBUTION 5000 NATURE CONSERVANCY 559 E SOUTH TEMPLE SALT LAKE CITY UT 84102 NONE CHARITABLE CONTRIBUTION 14000 NEIGHBORHOOD HOUSE 1050 W 500 S SALT LAKE CITY UT 84104 NONE CHARITABLE CONTRIBUTION 62000 PACE SLCC SCHOLARSHIP 4600 SOUTH REDWOOD ROAD SALT LAKE CITY UT 84123 NONE CHARITABLE CONTRIBUTION 25000 PEOPLE HELPING PEOPLE 205 N 400 W SALT LAKE CITY UT 84103 NONE CHARITABLE CONTRIBUTION 16000 RED BUTTE GARDEN 300 WAKARA WAY SALT LAKE CITY UT 84108 NONE CHARITABLE CONTRIBUTION 11058 RITECARE OF UTAH 650 E S TEMPLE SALT LAKE CITY UT 84102 NONE CHARITABLE CONTRIBUTION 4000 SALT LAKE BICYCLE COLLECTIVE 2312 SW TEMPLE SOUTH SALT LAKE UT 84115 NONE CHARITABLE CONTRIBUTION 7000 SALT LAKE DONATED DENTAL 1383 S 900 W 128 SALT LAKE CITY UT 84104 NONE CHARITABLE CONTRIBUTION 7000 SHANNON J SCHOLARSHIP PO BOX 452 ROY UT 84067 NONE CHARITABLE CONTRIBUTION 5000 SNOW BASIN EDUCATION FOUNDATION 3925 SNOW BASIN RD HUNTSVILLE UT 84317 NONE CHARITABLE CONTRIBUTION 30000 THE CHILDREN'S CENTER 5242 S 4820 W KEARNS UT 84118 NONE CHARITABLE CONTRIBUTION 55000 THE HAVEN 974 E S TEMPLE SALT LAKE CITY UT 84102 NONE CHARITABLE CONTRIBUTION 15000 THE INN BETWEEN 1216 E 1300 S SALT LAKE CITY UT 84105 NONE CHARITABLE CONTRIBUTION 5000 THE UNIVERSITY OF NOTRE DAME UNIVERSITY OF NOTRE DAME NOTRE DAME IN 46556 NONE CHARITABLE CONTRIBUTION 125000 THE UNIVERSITY OF UTAH 201 PRESIDENTS CIR SALT LAKE CITY UT 84112 NONE CHARITABLE CONTRIBUTION 535500 TORREY HOUSE PRESS 2806 E MELONY DR SALT LAKE CITY UT 84124 NONE CHARITABLE CONTRIBUTION 40000 UTAH MUSEUM OF CONTEMPORARY ART 20 S W TEMPLE ST SALT LAKE CITY UT 84101 NONE CHARITABLE CONTRIBUTION 5500 UTAH NALAXONE 525 EAST 100 SOUTH 4400 SALT LAKE CITY UT 84102 NONE CHARITABLE CONTRIBUTION 10000 VALLEY CAMP 5582 WALKER WOODS LANE SALT LAKE CITY UT 84117 NONE CHARITABLE CONTRIBUTION 5000 VOLUNTEERS OF AMERICA 435 W BEARCAT DRIVE SALT LAKE CITY UT 84115 NONE CHARITABLE CONTRIBUTION 10000 WOMEN OF THE WORLD 415 E 3900 S SALT LAKE CITY UT 84107 NONE CHARITABLE CONTRIBUTION 10000 WOMEN'S RETREAT HOUSE PO BOX 9044 SALT LAKE CITY UT 84414 NONE CHARITABLE CONTRIBUTION 5000 YCC FAMILY CRISIS CENTER 2261 ADAMS AVE OGDEN UT 84401 NONE CHARITABLE CONTRIBUTION 1000 YOUTH IMPACT 2305 GRANT AVE OGDEN UT 84401 NONE CHARITABLE CONTRIBUTION 5000 YOUTH SPORTS ALLIANCE 1665 BONANZA DR PARK CITY UT 84060 NONE CHARITABLE CONTRIBUTION 45000 YWCA 322 E 300 S SALT LAKE CITY UT 84111 NONE CHARITABLE CONTRIBUTION 15000 AMERICAN FREE ENTERPRISE FOUNDATION 198 E ENSIGN VISTA DR SALT LAKE CITY UT 84103 NONE CHARITABLE CONTRIBUTION 500 CURE PSP 325 HUDSON ST FLOOR 4 NEW YORK CITY NY 10013 NONE CHARITABLE CONTRIBUTION 500 EMPOWERMENT WORKS 1187 COAST VILLAGE RD SUITE 101 SANTA BARBARA CA 93108 NONE CHARITABLE CONTRIBUTION 4800 FAMILY PROMISE 814 W 800 S SALT LAKE CITY UT 84104 NONE CHARITABLE CONTRIBUTION 5000 GLOBAL EMPOWERMENT MISSION 1850 NW 84TH AVE 100 DORAL FL 33126 NONE CHARITABLE CONTRIBUTION 8800 GLOBAL QRF 825 N 300 W STE W311 SALT LAKE CITY UT 84103 NONE CHARITABLE CONTRIBUTION 10000 UTAH CLEAN ENERGY 215 S 400 E SALT LAKE CITY UT 84111 NONE CHARITABLE CONTRIBUTION 2362 UTAH SYMPHONY UTAH OPERA 123 WEST SOUTH TEMPLE SALT LAKE CITY UT 84101 NONE CHARITABLE CONTRIBUTION 3000 WEBER STATE UNIVERSITY 3848 HARRISON BLVD OGDEN UT 84408 NONE CHARITABLE CONTRIBUTION 10000 WPR CARES 821 UNIVERSITY AVE MADISON WI 53706 NONE CHARITABLE CONTRIBUTION 10000 ILLUMINATES GALA 335 S 200 W SALT LAKE CITY UT 84111 NONE CHARITABLE CONTRIBUTION 9296 1453816 0 14 3546 14 320895 18 875629 0 1200070 0 1200070 0 0 0 0 0 0 0 0 0 0 X X 1 JEFF AND HELEN CARDON 1663 DEVONSHIRE DRIVE SALT LAKE CITY UT 84108 6296 X APPLE INC 11913 177297 GENUINE PARTS CO 80596 165799 LVMH MOET HENNESSY LOU 17845 71880 MICROCHIP TECHNOLOGY 118652 530488 PAYCHEX INC 717439 1626552 PEPSICO INCORPORATED 150808 357341 SYSCO CORPORATION 150340 412884 TENCENT HOLDINGS 5399 49192 VERIZON COMMUNICATION 150529 167958 VISA INC 15773 136529 WASATCH EMRG INDIA FD 895525 2306496 WASATCH EMRG MKT SLCT 500000 852120 WASATCH INTL GRTH 300000 286434 WASATCH SMALL CAP GR 11365611 11986033 WASATCH SMALL CAP VL 400000 875150 RETAIL OPPORTUNITY 682446 1041600 INOVIO PHARMA 393940 6359 INTRA-CELLULAR 70512 325728 SHAKE SHACK 501203 778800 WASATCH GLOBAL OPPORTUNIES 2347791 2229872 SONOS 633382 436160 FIRST INSTT BANCSYST 2024953 1448162 MSC INDL DIRECT INC 967308 821590 3M CO: MMM 167279 129090 COMPASS PATHWAYS ADR 324703 34020 KNIGHT SWIFT TRANSPORTATION 426880 487968 CAMECO CORP 258030 462510 GLENCORE PLC 355560 256542 SPROTT PHYSICAL URANIU F 255353 294017 THE MOSAIC CO 410280 147480 DOCUSIGN 401520 899400 CHEWY INC 829999 1088425 SIX FLAGS ENTERTAINMENT CORP 1366831 2051496 SOLVENTUM CORP 30731 16515 BROKERAGE FEES 280 280 0 FOREIGN TAX 35981 35981 0