2024-11-13T13:59:31-06:00 2023-12-31 450250958 EIDE BAILLY LLP 2355 E CAMELBACK RD STE 900 PHOENIX AZ 850169065 990 2023-01-01 412152824 THE JEITO FOUNDATION JEIT 4805059500 1819 EAST SOUTHERN AVE B-10 MESA AZ 852045219 WILFORD A CARDON TRUSTEE 4805059500 2024-11-13 1 0 BRENDA ANN BLUNT CPA P00075126 4803151040 2024-11-13 2023 2024-10-15 13:58:12Z WILFORD A CARDON 1819 EAST SOUTHERN AVE B-10 MESA AZ 852045219 2711935 0 X N/A X 2004 AZ SUPPORTED THE CHURCH OF JESUS CHRIST OF LATTER-DAY SAINTS. 5 2 0 5 -101953 614 0 0 0 0 1012544 1704102 -283444 -275088 729100 1429014 500000 500000 0 0 0 0 0 0 0 397105 319093 897105 819093 -168005 609921 22268941 23063847 0 184985 22268941 22878862 THE PRIMARY PURPOSE OF THE ORGANIZATION IS TO SUPPORT AND BENEFIT, PRIMARILY THROUGH GRANTS, THE CHURCH OF JESUS CHRIST OF LATTER-DAY SAINTS (HERE-AFTER "THE CHURCH"), AND FIVE OF THE CHURCH'S SPECIFICALLY IDENTIFIED AFFILIATED ORGANIZATIONS. 0 0 500000 500000 THE JEITO FOUNDATION PROVIDED $500,000 IN GRANTS TO SUPPORT AND BENEFIT THE CHURCH OF JESUS CHRIST OF LATTER-DAY SAINTS AND BRIGHAM YOUNG UNIVERSITY. 500000 1 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 2 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 5 2 1 0 0 0 0 1 0 1 1 0 0 1 1 0 1 1 1 0 0 0 X CARLA TENNEY 4805059500 1819 EAST SOUTHERN AVE B-10 MESA AZ 852045129 X X WILFORD A CARDON TRUSTEE 0.10 X 0 0 0 GLENN MCKAY TRUSTEE 0.10 X 0 0 0 DALE JONES TRUSTEE 0.10 X 0 0 0 PATRICK CARDON TRUSTEE 0.10 X 0 0 0 M WESLEY MASHBURN TRUSTEE 0.10 X 0 0 0 0 0 0 0 0 0 0 0 701022 393 700629 73 47 26 198869 -198869 -198869 -102440 -96429 1507913 579219 1084052 0 423861 579219 1003080 76350 926730 K-1 PASS THROUGH INCOME/(LOSS) 900099 -76292 -76303 11 -76292 1429014 0 -101953 1530967 500000 500000 26200 26200 84000 84000 27 27 20623 20623 1207 1207 INVESTMENT EXPENSES 182032 182032 TAXES, LICENSES, FEES 5004 5004 819093 500000 319093 0 5070744 3844951 1607360 2059190 5545898 5330463 5545898 10245861 11563113 14513 50695 22268941 23063847 0 184985 0 184985 X 22268941 22878862 22268941 22878862 22268941 23063847 609921 0 X 0 0 0 X X X 6 THE CHURCH OF JESUS CHRIST OF LATTER-DAY SAINTS 870234341 1 1 400000 0 BRIGHAM YOUNG UNIVERSITY 870217280 2 1 100000 0 BRIGHAM YOUNG UNIVERSITY - IDAHO 820207699 2 1 0 0 BRIGHAM YOUNG UNIVERSITY - HAWAII 990083825 2 1 0 0 ENSIGN COLLEGE 870280678 2 1 0 0 THE POLYNESIAN CULTURAL CENTER 990109908 10 1 0 0 6 500000 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 PART IV, SECTION A, LINE 1 THE TRUST IS ORGANIZED EXCLUSIVELY TO SUPPORT AND BENEFIT THE CHURCH OF JESUS CHRIST OF LATTER-DAY SAINTS AND ITS SPECIFICALLY IDENTIFIED AFFILIATED RELIGIOUS, EDUCATIONAL AND CHARITABLE ORGANIZATIONS THAT ARE EXEMPT ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3) AND SECTION 509(A)(1) OR 509(A)(2) OF THE INTERNAL REVENUE CODE. PART IV, SECTION A, LINE 2 THE PRIMARY SUPPORTED ORGANIZATION IS THE CHURCH OF JESUS CHRIST OF LATTER-DAY SAINTS. IT IS LISTED ON THE IRS BUSINESS MASTER FILE AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) AND 170(B)(1)(A)(I) OF THE CODE. OTHER SUPPORTED ORGANIZATIONS MAY HAVE HAD THEIR STATUS DETERMINED BY INCLUSION IN THE CHURCH'S GROUP RULING RATHER THAN BY A SEPARATE IRS DETERMINATION LETTER, OR MAY NOT HAVE OBTAINED AN IRS DETERMINATION OF STATUS DUE TO THEIR STATUS AS CHURCHES OR INTEGRATED AUXILIARIES EXEMPT FROM FILING FOR EXEMPTION UNDER INTERNAL REVENUE CODE SECTION 508(C)(1)(A). HOWEVER, BY DEFINITION ONLY THOSE CHURCH AFFILIATES THAT DO QUALIFY AS 509(A)(1) OR (2) ORGANIZATIONS ARE CONSIDERED SUPPORTED ORGANIZATIONS. SCHEDULE A, PART IV, SECTION B, LINE 2 THE ORGANIZATION PROVIDED SUPPORT TO BRIGHAM YOUNG UNIVERSITY (BYU), AN INTEGRATED AUXILIARY OF THE CHURCH. SUPPORT FOR BYU ADVANCES THE CHURCH'S RELIGIOUS MISSION AND REDUCES THE LEVEL OF SUPPORT FOR BYU THAT THE CHURCH MUST PROVIDE ITSELF. 5545898 5545898 5545898 K-1 PRIVATE INVESTORS LLC 472044 C SOLAMERE CAP FUND II, LP 505505 C TITAN DEVELOPMENT REAL ESTATE I, LP -15840 C ENLIGHTENMENT CAPITAL SOLUTIONS FUND III, L.P. 698584 C SURPRISE FOOTHILLS 33 INVESTORS LLC 551189 C BASELINE CRE INCOME FUND LLC 1979650 C ARIZONA OPPORTUNITITES FUND V, LLC 174605 C HARPOON OPPORTUNITIES I LLC 200000 C BROOKWOOD PROPERTIES ONSHORE FUND 910935 C GRAYHAWK NEXUS FUND 114903 C GRAYHAWK VENTURES FUND III 99900 C HARPOON VENTURES FUND III 675460 C DXD SELF STORAGE FUND 324942 C PEG EXTENDED STAY CONVERSION 697982 C TVCC PARTNERS LLC 366491 C ENLIGHTENMENT CAPITAL SOLUTIONS FUND IV, LP 762126 C FOURTHSTONE OPPORTUNITY FUND LP 1043532 C BASELINE CREDIT OPPORTUNITY FUND 2001105 C 11563113 CONTRIBUTIONS PAYABLE 184985 184985 1 THE CHURCH OF JESUS CHRIST OF LATTER-DAY SAINTS 50 E NORTH TEMPLE STREET SALT LAKE CITY UT 84150 870234341 501(C)(3)/509(A)(1) 400000 0 SUPPORTED THE CHURCH OF JESUS CHRIST OF LATTER-DAY SAINTS IN RESPONSE TO ITS NEEDS. BRIGHAM YOUNG UNIVERSITY PO BOX 21128 PROVO UT 84602 870217280 501(C)(3)/509(A)(1) 100000 0 SUPPORTED EDUCATIONAL PROGRAMS OF BYU 2 0 PART I, LINE 2: THE TRUSTEES AFFILIATED WITH THE SUPPORTED ORGANIZATION CONFIRM THE RECEIPT OF FUNDS AND ACKNOWLEDGE THAT THEY ARE TO BE APPLIED TO THE GENERAL FUND. FORM 990, PART VI, SECTION A, LINE 2 WILFORD CARDON AND PATRICK CARDON HAVE A FAMILIAL RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 7A TWO OF THE TRUSTEES (OR THE WHOLE NUMBER ROUNDED UP FROM ONE-THIRD OF ALL TRUSTEES) SHALL BE APPOINTED BY WILFORD A. CARDON. ALL OF THE REST OF THE TRUSTEES (A MAJORITY) SHALL BE APPOINTED BY THE CHURCH OF JESUS CHRIST OF LATTER-DAY SAINTS. FORM 990, PART VI, SECTION B, LINE 11B THE FOUNDATION WILL FURNISH A COPY OF FORM 990 TO THE TRUSTEES FOR THEIR REVIEW. ANY COMMENTS OR QUESTIONS WILL BE ADDRESSED PRIOR TO THE FILING OF THE FORM. FORM 990, PART VI, SECTION B, LINE 12C THE TRUSTEES ARE EXPECTED TO REPORT ANY CONFLICTS THEY MAY HAVE PRIOR TO AGREEING TO APPROVING ANY INVESTMENTS, CONTRACTS OR GRANTS. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION COMPLIES WITH THE LEGAL REQUIREMENTS TO PROVIDE COPIES OF THE ANNUAL IRS FORM 990 AND THE APPLICATION FOR EXEMPTION, BY RETAINING THESE DOCUMENTS AND PROVIDING COPIES TO THE PUBLIC UPON REQUEST. THE FOUNDATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. COMPENSATION FROM RELATED ORGANIZATIONS THREE OF THE BOARD MEMBERS ARE FULL-TIME EMPLOYEES OF THE CHURCH OF JESUS CHRIST OF LATTER-DAY SAINTS OR ONE OF ITS CHARITABLE AFFILIATES. THEIR COMPENSATION IS DETERMINED SOLELY WITH REFERENCE TO THEIR DUTIES IN SUCH FULL-TIME EMPLOYMENT, AND IS NOT AFFECTED BY THEIR DUTIES OR SERVICE AS TRUSTEES OF THE FOUNDATION. THE BOARD MEMBERS HAVE BEEN ASKED TO PROVIDE THE INFORMATION REQUIRED FOR THE FORM 990, PART VII AND, IF APPLICABLE, SCHEDULE J. THE BOARD MEMBERS HAVE BEEN INSTRUCTED BY THEIR EMPLOYER THAT THEIR COMPENSATION IS CONFIDENTIAL AND THEY ARE NOT AT LIBERTY TO DISCLOSE. THE CHURCH OF JESUS CHRIST OF LATTER-DAY SAINTS 50 E NORTH TEMPLE SALT LAKE CITY UT 84150 870234341 CHURCH UT 501(C)(3) LINE 1 0 THE CARDON FOUNDATION 1819 E SOUTHERN AVE B-10 MESA AZ 85204 770647801 GRANT MAKING AZ 501(C)(3) LINE 12A, I THE CHURCH OF JESUS CHRIST OF LATTER-DAY SAINTS 1 BRIGHAM YOUNG UNIVERSITY PO BOX 21128 PROVO UT 84602 870217280 EDUCATION UT 501(C)(3) LINE 2 THE CHURCH OF JESUS CHRIST OF LATTER-DAY SAINTS 1 BRIGHAM YOUNG UNIVERSITY - IDAHO 525 S CENTER STREET REXBURG ID 83460 820207699 EDUCATION ID 501(C)(3) LINE 2 THE CHURCH OF JESUS CHRIST OF LATTER-DAY SAINTS 1 BRIGHAM YOUNG UNIVERSITY - HAWAII 55-220 KULANUI STREET 1955 LAIE HI 96762 990083825 EDUCATION HI 501(C)(3) LINE 2 THE CHURCH OF JESUS CHRIST OF LATTER-DAY SAINTS 1 ENSIGN COLLEGE 120 N 200 W SALT LAKE CITY UT 84103 870280678 EDUCATION UT 501(C)(3) LINE 2 THE CHURCH OF JESUS CHRIST OF LATTER-DAY SAINTS 1 POLYNESIAN CULTURAL CENTER 55-370 KAMEHAMEHA HIGHWAY LAIE HI 96762 990109908 CULTURAL AWARENESS HI 501(C)(3) LINE 10 THE CHURCH OF JESUS CHRIST OF LATTER-DAY SAINTS 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BRIGHAM YOUNG UNIVERSITY B 400000 CASH VALUE BASELINE CRE INCOME FUND LLC 1819 E SOUTHERN AVENUE B10 MESA AZ 85204 833941551 INVESTMENT AZ EXCLUDED FROM TAX UNDER SECTION 512, 513, OR 514 0 162621 1979651 1 0 0.02870 BASELINE CREDIT OPPORTUNITY FUND LLC 1819 E SOUTHERN AVENUE B10 MESA AZ 85204 863373481 INVESTMENT AZ EXCLUDED FROM TAX UNDER SECTION 512, 513, OR 514 0 217164 2001105 1 0 0.16270 SCHEDULE R, PART II: OTHER RELATED ORGANIZATION THE FOUNDATION IS CONTROLLED BY THE CHURCH OF JESUS CHRIST OF LATTER-DAY SAINTS, WHICH IS A WORLD-WIDE ORGANIZATION. THE FOUNDATION DOES NOT HAVE ACCESS TO A COMPLETE LIST OF ORGANIZATIONS THE CHURCH CONTROLS, ALL OF WHICH WOULD BE RELATED TO THE FOUNDATION IN A BROTHER-SISTER RELATIONSHIP. THE FOUNDATION HAS DISCLOSED ALL OF ITS KNOWN RELATIONSHIPS TO AFFILIATES OF THE CHURCH, OTHER THAN THOSE THAT ARE EXEMPT FROM REPORTING BECAUSE THE AFFILIATES ARE PART OF A GROUP RULING.