GEORGE S ECCLES AND DELORES DORE ECCLES FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
GEORGE S ECCLES AND DELORES DORE ECCLES FOUNDATION (EIN 87-6118245)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-13
IRS object ID
202323179349103237
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-13T17:42:24-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN202253063PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1TANNER LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line136 S STATE STREET SUITE 600AddressLine1Txt
CitySALT LAKE CITYCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84111ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN876118245EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GEORGE S AND DOLORES DOREBusinessNameLine1Txt
Business Name Line2ECCLES FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlGEORBusinessNameControlTxt
Phone8012465357PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line179 S MAIN ST STE 1400AddressLine1Txt
CitySALT LAKE CITYCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84111ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBOB GRAHAMPersonNm
Person TitleSECRETARY/TREASURERPersonTitleTxt
Phone8012465357PhoneNum
Signature2023-11-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstBOBPersonFirstNm
Person LastGRAHAMPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARC A METCALFPreparerPersonNm
PTINP00170461PTIN
Phone8015327444PhoneNum
Preparation2023-11-13PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$723,093,509FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$19,729,126InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$19,729,126InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$13,600,533DividendsRevAndExpnssAmt
Dividends Net Invst Incm$13,600,533DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$5,872,633NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$73,303,773GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss-$1,045,360OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm-$5,229,661OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$26,411,666TotalRevAndExpnssAmt
Total Net Invst Incm$28,099,998TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$782,800CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$253,795CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$529,005CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$309,227OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$32,345OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$276,881OthEmplSlrsWgsDsbrsChrtblAmt
Legal Fees Rev And Expnss$26,209LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$13,104LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$13,105LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$16,643AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$8,321AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$8,322AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$4,590,430OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,358,581OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$231,849OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$240,692InterestRevAndExpnssAmt
Interest Net Invst Incm$175,040InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$65,652InterestDsbrsChrtblAmt
Taxes Rev And Expnss$3,746,733TaxesRevAndExpnssAmt
Taxes Net Invst Incm$299,244TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$17,746TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$277,137OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$69,284OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$207,853OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$19,842TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$3,096TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$16,746TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$5,066,487OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$4,684,737OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$274,373OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$15,076,200TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$9,897,547TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,641,532TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$31,987,159ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$31,987,159ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$47,063,359TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$9,897,547TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$33,628,691TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$20,651,693ExcessRevenueOverExpensesAmt
Net Investment Income$18,202,451NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$200CashBOYAmt
Cash EOY$201CashEOYAmt
Cash EOYFMV$201CashEOYFMVAmt
Sav And Temp Cash Invst BOY$29,968,763SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$5,604,418SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$5,604,418SavAndTempCashInvstEOYFMVAmt
Other Nts And Loans Rcvbl BOY$17,552,398OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$0OtherNtsAndLoansRcvblEOYFMVAmt
Corporate Stock BOY$126,016,982CorporateStockBOYAmt
Corporate Stock EOY$97,458,232CorporateStockEOYAmt
Corporate Stock EOYFMV$128,747,459CorporateStockEOYFMVAmt
Corporate Bonds BOY$0CorporateBondsBOYAmt
Corporate Bonds EOY$2,562,020CorporateBondsEOYAmt
Corporate Bonds EOYFMV$2,384,887CorporateBondsEOYFMVAmt
Other Investments BOY$493,950,141OtherInvestmentsBOYAmt
Other Investments EOY$557,958,542OtherInvestmentsEOYAmt
Other Investments EOYFMV$586,214,379OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$1,748,257LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,748,257LandBldgEquipAccumDeprecAmt
Other Assets BOY$142,165OtherAssetsBOYAmt
Other Assets EOY$142,165OtherAssetsEOYAmt
Other Assets EOYFMV$142,165OtherAssetsEOYFMVAmt
Total Assets BOY$667,630,649TotalAssetsBOYAmt
Total Assets EOY$663,725,578TotalAssetsEOYAmt
Total Assets EOYFMV$723,093,509TotalAssetsEOYFMVAmt
Mortgages And Notes Payable EOY$15,000,000MortgagesAndNotesPayableEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$15,000,000TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$250,874,468AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$250,874,468AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$416,756,181RetainedEarningBOYAmt
Retained Earning EOY$397,851,110RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$667,630,649TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$648,725,578TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$667,630,649TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$663,725,578TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$667,630,649TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$20,651,693ExcessRevenueOverExpensesAmt
Other Increases$1,746,622OtherIncreasesAmt
Subtotal$648,725,578SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$648,725,578TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (25 entries)

PropertyPropertyDescGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
UV PARTNERS IV, L.P.$0$0
WEST RIM CAPITAL PARTNERS II, L.P.$0$0
CORSAIR III FINANCIAL SERVICES CAPITAL PARTNERS, L.P.$0$0
CORSAIR IV FINANCIAL SERVICES CAPITAL PARTNERS, LP$96,969$96,969
CYNOSURE AVALON BUILDGROUP LLC-$4,451-$4,451
PELION VENTURES V LP$0$0
PELION VENTURES V LP-$54,067-$54,067
CARLYLE GLOBAL FINC. SVCS P'NERS II-$1,836-$1,836
CYNOSURE INVESTMENT PARTNERS LLC-$1,600,501-$1,600,501
CYNOSURE INVESTMENT PARTNERS LLC-$516,676-$516,676
CYNOSURE WEALTH HOLDINGS, LLC$89,221$89,221
CYNOSURE FENWAY SUMMER, LLC-$187,369-$187,369
PELION VENTURES VI LP-$66,652-$66,652
UNIVERSITY VENTURE FUNDS II-$12,346-$12,346
CYNOSURE PARTNERS 2020, LP$13,878$13,878
GQG PARTNERS EMERGING MARKETS EQUITY FUND-$1,807,753-$1,807,753
GQG PARTNERS EMERGING MARKETS EQUITY FUND$1,182,576$1,182,576
GQG PARTNERS INTERNATIONAL EQUITY FUND-$3,440,675-$3,440,675
GQG PARTNERS INTERNATIONAL EQUITY FUND$2,357,506$2,357,506
SORENSON CAPITAL PARTNERS II-$746,290-$746,290
CARLYLE GLOBAL FINC. SVCS P'NERS II$23$23
FIDELITY - NET SHORT-TERM CAPITAL GAIN-$2,401,699-$2,401,699
FIDELITY - NET LONG-TERM CAPITAL GAIN-$5,073,939-$5,073,939
CYNOSURE FENWAY SUMMER, LLC$171$171
OTHER GAIN FROM PARTNERSHIPS$6,301,277$6,301,277
FieldValueIRS element (for citing)
Capital Gain Net Income-$5,872,633CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$253,014InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$253,014SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$253,014TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,807,362EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$500,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,307,362TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$2,054,348OverpaymentAmt
Applied To ES Tax$2,054,348AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateUTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen0Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.GSECCLESFOUNDATION.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ROBERT M GRAHAMBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8012465357PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line179 S MAIN STREET STE 1400AddressLine1Txt
CitySALT LAKE CITYCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84111ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business HoldingsYes (1)BusinessHoldingsInd
Excess Business Holdings0ExcessBusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SPENCER F ECCLES
79 S MAIN ST 2ND FLSALT LAKE CITYUT84111CHAIRMAN/DIRECTOR20.00$267,800$0$0
ROBERT M GRAHAM
3735 VIEWCREST CIRCLESALT LAKE CITYUT84124SECRETARY/TREASURER35.00$257,500$0$0
LISA ECCLES
1720 YALECRESTSALT LAKE CITYUT84108PRESIDENT/DIRECTOR40.00$257,500$0$19,842

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
TONI LEHTINEN
1850 YALE AVESALT LAKE CITYUT84108COMMUNICATIONS & GRA30.00$153,241$0$0
ERIN ARMSTRONG-WRIGHT
5320 ALPINE DRIVEMURRAYUT84107ASSISTANT TO THE PRE35.00$91,296$0$0
MARGUERITE MONTAGUE
2964 BENGAL AVECOTTONWOOD HEIGHTSUT84121ADMINISTRATIVE ASSIS35.00$64,689$0$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CYNOSUREBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line179 SOUTH MAIN STREET 3RD FLOORAddressLine1Txt
CitySALT LAKE CITYCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84111ZIPCd
FieldValueIRS element (for citing)
Service TypeINVESTMENT SERVICESServiceTypeTxt
Compensation$5,250,261CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$153,003,257AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$32,965,389AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$448,126,000FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$634,094,646TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$15,000,000AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$619,094,646AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$9,286,420CashDeemedCharitableAmt
Net Vl Noncharitable Assets$609,808,226NetVlNoncharitableAssetsAmt
Minimum Investment Return$30,490,411MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$30,490,411MinimumInvestmentReturnAmt
Tax Based On Investment Income$253,014TaxBasedOnInvestmentIncomeAmt
Income Tax$530,726IncomeTaxAmt
Total Tax$783,740TotalTaxAmt
Distributable Before Adj$29,706,671DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$29,706,671DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$29,706,671DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$33,628,691ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$33,628,691QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$29,706,671DistributableAsAdjustedAmt
Undistributed Income PY$33,263,665UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$33,628,691QualifyingDistributionsAmt
Applied To Year1$33,263,665AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$365,026AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$29,341,645UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonLISA ECCLESRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line179 S MAIN ST STE 1400AddressLine1Txt
CitySALT LAKE CITYCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84111ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8012465340RecipientPhoneNum
Form And Info And MaterialsSEE COPY OF THE FORM ATTACHED.FormAndInfoAndMaterialsTxt
Submission DeadlinesFOUR WEEKS PRIOR TO QUARTERLY MEETINGS.SubmissionDeadlinesTxt
Restrictions On AwardsGRANTS ARE PRIMARILY LIMITED TO UTAH ORGANIZATIONS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
2022 CONTRIBUTIONS OF STOCK PAID
79 S MAIN STREET STE 1400SALT LAKE CITYUT84111VARIOUS - DETAIL AVAILABLE UPON REQUEST$1,814,728
2022 CONTRIBUTIONS PAID
79 S MAIN STREET STE 1400SALT LAKE CITYUT84111VARIOUS - DETAIL AVAILABLE UPON REQUEST$30,152,598
2022 PASSTHROUGH CONTRIBUTIONS
79 S MAIN STREET STE 1400SALT LAKE CITYUT84111VARIOUS - DETAIL AVAILABLE UPON REQUEST$19,833
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$31,987,159TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
2023 CONTRIBUTIONS YET-TO-BE-PAID
79 S MAIN STREET STE 1400SALT LAKE CITYUT84111VARIOUS - DETAIL AVAILABLE UPON REQUEST$9,619,885
2024 CONTRIBUTIONS YET-TO-BE-PAID
79 S MAIN STREET STE 1400SALT LAKE CITYUT84111VARIOUS - DETAIL AVAILABLE UPON REQUEST$8,451,450
2025 CONTRIBUTIONS YET-TO-BE-PAID
79 S MAIN STREET STE 1400SALT LAKE CITYUT84111VARIOUS - DETAIL AVAILABLE UPON REQUEST$2,510,000
2026 CONTRIBUTIONS YET-TO-BE-PAID
79 S MAIN STREET STE 1400SALT LAKE CITYUT84111VARIOUS - DETAIL AVAILABLE UPON REQUEST$5,000,000
2027 CONTRIBUTIONS YET-TO-BE-PAID
79 S MAIN STREET STE 1400SALT LAKE CITYUT84111VARIOUS - DETAIL AVAILABLE UPON REQUEST$5,000,000
2028 CONTRIBUTIONS YET-TO-BE-PAID
79 S MAIN STREET STE 1400SALT LAKE CITYUT84111VARIOUS - DETAIL AVAILABLE UPON REQUEST$5,000,000
2029 CONTRIBUTIONS YET-TO-BE-PAID
79 S MAIN STREET STE 1400SALT LAKE CITYUT84111VARIOUS - DETAIL AVAILABLE UPON REQUEST$5,000,000
2030 CONTRIBUTIONS YET-TO-BE-PAID
79 S MAIN STREET STE 1400SALT LAKE CITYUT84111VARIOUS - DETAIL AVAILABLE UPON REQUEST$18,000,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$58,581,335TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$19,729,126ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$13,600,533ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$5,872,633ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (5 entries)

DescDescExclusionExclusionCdExclusionExclusionAmtBusinessBusinessCdUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt
PASSTHROUGH NET RENTAL REAL ESTATE INCOME/LOSS14-$4,800,406
UNRELATED TRADE OR BUSINESS INCOME REPORTED ON 990-T900003$4,184,253
PASSTHROUGH OTHER INCOME14-$869,530
PASSTHROUGH OTHER INCOME - ROYALTIES14$440,275
PASSTHROUGH TAX-EXEMPT INCOME14$48

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$4,184,253UnrelatedBusinessTaxblIncmAmt
Exclusion$22,227,413ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$26,411,666TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING & TAX PREPCategoryTxt
Amt$16,643Amt
Net Investment Income$8,321NetInvestmentIncomeAmt
Disbursements Charitable Prps$8,322DisbursementsCharitablePrpsAmt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationUTAH ATTORNEY GENERAL DOES NOT REQUIRE A COPY.ExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondBONDSBondNm
EOY Book Value$2,562,020EOYBookValueAmt
EOYFMV$2,384,887EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSTOCKSStockNm
EOY Book Value$97,458,232EOYBookValueAmt
EOYFMV$128,747,459EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemINVESTMENT IN PARTNERSHIPSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$557,958,542BookValueAmt
EOYFMV$586,214,379EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$26,209LegalFeesAmt
Net Investment Income$13,104NetInvestmentIncomeAmt
Disbursements Charitable Prps$13,105DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescARTDesc
BOY Book Value$142,165BOYBookValueAmt
EOY Book Value$142,165EOYBookValueAmt
EOYFMV$142,165EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (16 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE EXPENSE & STORAGE$19,487$6,431$13,056
DIRECTORS FEES$210,000$66,750$143,250
TELEPHONE$27,641$8,292$19,349
PARKING$11,808$2,858$8,950
FOOD & CATERING$7,415$1,483$2,225
INSURANCE D&O$5,511$2,755$2,756
INSURANCE - MEDICAL & DENTAL$96,599$26,082$70,517
INSURANCE - FIRE & LIABILITY$4,178$1,050$3,128
MISCELLANEOUS EXPENSE$1,136$566$570
INVESTMENT EXPENSE$1,211,029$1,211,029$0
NONDEDUCTIBLE PASSTHROUGH EXPENSES$102,812$0$0
PASSTHROUGH CREDITS$20,560$20,560$0
ADR FEES$375$290$85
PASSTHROUGH OTHER DEDUCTIONS$3,331,776$3,331,776$0
INSURANCE - LIFE$1,046$278$768
THEATER TICKETS$15,114$4,537$9,719

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
PASSTHROUGH NET RENTAL REAL ESTATE INCOME/LOSS-$4,800,406-$4,800,406-$4,800,406
UNRELATED TRADE OR BUSINESS INCOME REPORTED ON 990-T$4,184,253$4,184,253
PASSTHROUGH OTHER INCOME-$869,530-$869,530-$869,530
PASSTHROUGH OTHER INCOME - ROYALTIES$440,275$440,275$440,275
PASSTHROUGH TAX-EXEMPT INCOME$48$48

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescMARKET VALUE OF STOCK GIVEN AS GRANTS OVER COST OF STOCKDesc
Amt$1,746,622Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENTCategoryTxt
Amt$4,590,430Amt
Net Investment Income$4,358,581NetInvestmentIncomeAmt
Disbursements Charitable Prps$231,849DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAX$3,492,407$44,918$17,746
FOREIGN TAX$254,326$254,326$0

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