GEORGE S ECCLES AND DELORES DORE ECCLES FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE S ECCLES AND DELORES DORE ECCLES FOUNDATION (EIN 87-6118245)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202223199349106137
- Schema version
- 2021v4.2
- 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
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T14:38:23-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 202253063 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TANNER LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36 S STATE STREET SUITE 600 | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 876118245 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGE S AND DOLORES DORE | BusinessNameLine1Txt |
| Business Name Line2 | ECCLES FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GEOR | BusinessNameControlTxt |
| Phone | 8012465357 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 79 S MAIN ST STE 1400 | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84111 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BOB GRAHAM | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 8012465357 | PhoneNum |
| Signature | 2022-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BOB | PersonFirstNm |
| Person Last | GRAHAM | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID SPERRY | PreparerPersonNm |
| PTIN | P00176382 | PTIN |
| Phone | 8015327444 | PhoneNum |
| Preparation | 2022-11-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $632,999,417 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $10,471,333 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10,471,333 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $7,956,918 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,956,918 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $85,277,124 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $107,137,381 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $85,277,124 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $12,584,390 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$8,186,187 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $116,289,765 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $95,519,188 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $782,800 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $131,450 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $651,350 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $300,906 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $31,446 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $269,460 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $70,721 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $8,063 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $62,658 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,875 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,875 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,797,635 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,555,786 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $241,849 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,771,950 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $175,528 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $46,422 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $5,968 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $2,984 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $260,942 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $58,282 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $202,660 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,338 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,338 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,110,323 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,818,568 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $291,755 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,118,333 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,788,982 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,776,367 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $22,676,979 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $22,676,979 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $34,795,312 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,788,982 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $24,453,346 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $81,494,453 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $86,730,206 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $201 | CashBOYAmt |
| Cash EOY | $200 | CashEOYAmt |
| Cash EOYFMV | $200 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $111,966,483 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $29,968,763 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $29,968,763 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $17,552,398 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $18,432,159 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $17,552,398 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $1,000,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $127,065,702 | CorporateStockBOYAmt |
| Corporate Stock EOY | $126,016,982 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $204,994,289 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $322,957,331 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $493,950,141 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $396,894,000 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,748,257 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,748,257 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $5,968 | LandBOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $142,165 | OtherAssetsBOYAmt |
| Other Assets EOY | $142,165 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $142,165 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $580,570,009 | TotalAssetsBOYAmt |
| Total Assets EOY | $667,630,649 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $632,999,417 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $250,874,468 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $250,874,468 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $329,695,541 | RetainedEarningBOYAmt |
| Retained Earning EOY | $416,756,181 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $580,570,009 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $667,630,649 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $580,570,009 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $667,630,649 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $580,570,009 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $81,494,453 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,566,187 | OtherIncreasesAmt |
| Subtotal | $667,630,649 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $667,630,649 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)
| PropertyPropertyDesc | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|
| UV PARTNERS IV, L.P. | $7,642 | $7,642 |
| WEST RIM CAPITAL PARTNERS II, L.P. | $336,321 | $336,321 |
| CORSAIR III FINANCIAL SERVICES CAPITAL PARTNERS, L.P. | $721 | $721 |
| CORSAIR IV FINANCIAL SERVICES CAPITAL PARTNERS, LP | $355 | $355 |
| CYNOSURE AVALON BUILDGROUP LLC | $292,308 | $292,308 |
| PELION VENTURES V LP | $496 | $496 |
| PELION VENTURES V LP | -$175,929 | -$175,929 |
| CARLYLE GLOBAL FINC. SVCS P'NERS II | $3,003,765 | $3,003,765 |
| CYNOSURE INVESTMENT PARTNERS LLC | $698,730 | $698,730 |
| CYNOSURE INVESTMENT PARTNERS LLC | $5,037,967 | $5,037,967 |
| CYNOSURE WEALTH HOLDINGS, LLC | $6,143,037 | $6,143,037 |
| CYNOSURE FENWAY SUMMER, LLC | -$589,202 | -$589,202 |
| PELION VENTURES VI LP | $5,598,714 | $5,598,714 |
| CYNOSURE PARTNERS 2020, LP | $676,224 | $676,224 |
| GQG PARTNERS EMERGING MARKETS EQUITY FUND | -$628,455 | -$628,455 |
| GQG PARTNERS EMERGING MARKETS EQUITY FUND | $3,423,700 | $3,423,700 |
| GQG PARTNERS INTERNATIONAL EQUITY FUND | -$537,663 | -$537,663 |
| GQG PARTNERS INTERNATIONAL EQUITY FUND | $2,880,251 | $2,880,251 |
| SORENSON CAPITAL PARTNERS II | $1,469,705 | $1,469,705 |
| FIDELITY - NET SHORT-TERM CAPITAL GAIN | $3,088,718 | $3,088,718 |
| FIDELITY - NET LONG-TERM CAPITAL GAIN | $32,303,237 | $32,303,237 |
| OTHER GAIN FROM PARTNERSHIPS | $22,246,482 | $22,246,482 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $85,277,124 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,205,550 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,205,550 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,205,550 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,413,010 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $100,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,513,010 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $98 | EsPenaltyAmt |
| Overpayment | $307,362 | OverpaymentAmt |
| Applied To ES Tax | $307,362 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | UT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.GSECCLESFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT M GRAHAM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8012465357 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 79 S MAIN STREET STE 1400 | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SPENCER F ECCLES | ||||||||
| 79 S MAIN ST 2ND FL | SALT LAKE CITY | UT | 84111 | CHAIRMAN/DIRECTOR | 20.00 | $267,800 | $0 | $0 |
| ROBERT M GRAHAM | ||||||||
| 3735 VIEWCREST CIRCLE | SALT LAKE CITY | UT | 84124 | SECRETARY/TREASURER | 35.00 | $257,500 | $0 | $0 |
| LISA ECCLES | ||||||||
| 1720 YALECREST | SALT LAKE CITY | UT | 84108 | PRESIDENT/DIRECTOR | 40.00 | $257,500 | $0 | $3,398 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| TONI LEHTINEN | ||||||||
| 1850 YALE AVE | SALT LAKE CITY | UT | 84108 | COMMUNICATIONS & GRA | 30.00 | $148,865 | $0 | $0 |
| ERIN ARMSTRONG-WRIGHT | ||||||||
| 5320 ALPINE DRIVE | MURRAY | UT | 84107 | ASSISTANT TO THE PRE | 35.00 | $89,148 | $0 | $0 |
| MARGUERITE MONTAGUE | ||||||||
| 2964 BENGAL AVE | COTTONWOOD HEIGHTS | UT | 84121 | ADMINISTRATIVE ASSIS | 35.00 | $62,892 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CYNOSURE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 79 SOUTH MAIN STREET 3RD FLOOR | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT SERVICES | ServiceTypeTxt |
| Compensation | $4,794,889 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $241,342,659 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $64,555,320 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $419,101,509 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $724,999,488 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $724,999,488 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,874,992 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $714,124,496 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $35,706,225 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $35,706,225 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,205,550 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $805,105 | IncomeTaxAmt |
| Total Tax | $2,010,655 | TotalTaxAmt |
| Distributable Before Adj | $33,695,570 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $33,695,570 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $33,695,570 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $24,453,346 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $24,453,346 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $33,695,570 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $24,021,441 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $24,453,346 | QualifyingDistributionsAmt |
| Applied To Year1 | $24,021,441 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $431,905 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $33,263,665 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LISA ECCLES | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 79 S MAIN ST STE 1400 | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8012465340 | RecipientPhoneNum |
| Form And Info And Materials | SEE COPY OF THE FORM ATTACHED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | FOUR WEEKS PRIOR TO QUARTERLY MEETINGS. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE PRIMARILY LIMITED TO UTAH ORGANIZATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| 2021 CONTRIBUTIONS OF STOCK PAID SEE ATTACHED DETAIL | |||||
| 79 S MAIN STREET STE 1400 | SALT LAKE CITY | UT | 84111 | VARIOUS - SEE ATTACHED DETAIL | $5,750,000 |
| 2021 CONTRIBUTIONS PAID SEE ATTACHED DETAIL | |||||
| 79 S MAIN STREET STE 1400 | SALT LAKE CITY | UT | 84111 | VARIOUS - SEE ATTACHED DETAIL | $16,912,078 |
| 2021 PASSTHROUGH CONTRIBUTIONS | |||||
| 79 S MAIN STREET STE 1400 | SALT LAKE CITY | UT | 84111 | VARIOUS - SEE ATTACHED DETAIL | $14,901 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $22,676,979 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| 2022 CONTRIBUTIONS YET-TO-BE-PAID SEE ATTACHED DETAIL | |||||
| 79 S MAIN STREET STE 1400 | SALT LAKE CITY | UT | 84111 | VARIOUS - SEE ATTACHED DETAIL | $2,853,668 |
| 2023 CONTRIBUTIONS YET-TO-BE-PAID SEE ATTACHED DETAIL | |||||
| 79 S MAIN STREET STE 1400 | SALT LAKE CITY | UT | 84111 | VARIOUS - SEE ATTACHED DETAIL | $568,334 |
| 2024 CONTRIBUTIONS YET-TO-BE-PAID SEE ATTACHED DETAIL | |||||
| 79 S MAIN STREET STE 1400 | SALT LAKE CITY | UT | 84111 | VARIOUS - SEE ATTACHED DETAIL | $510,000 |
| 2025 CONTRIBUTIONS YET-TO-BE-PAID SEE ATTACHED DETAIL | |||||
| 79 S MAIN STREET STE 1400 | SALT LAKE CITY | UT | 84111 | VARIOUS - SEE ATTACHED DETAIL | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $3,942,002 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,471,333 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,956,918 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $85,277,124 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (5 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| PASSTHROUGH NET RENTAL REAL ESTATE INCOME/LOSS | 14 | -$7,301,471 | ||
| UNRELATED TRADE OR BUSINESS INCOME REPORTED ON 990-T | 900003 | $19,650,391 | ||
| PASSTHROUGH OTHER INCOME | 14 | -$884,851 | ||
| PASSTHROUGH OTHER INCOME - ROYALTIES | 14 | $135 | ||
| PASSTHROUGH TAX-EXEMPT INCOME | 14 | $1,120,186 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $19,650,391 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $96,639,374 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $116,289,765 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & TAX PREP | CategoryTxt |
| Amt | $13,750 | Amt |
| Net Investment Income | $6,875 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,875 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | FOUNDATION ASSETS | PropertyDesc |
| Acquired | 2019-01-01 | AcquiredDt |
| Cost Or Other Basis | $1,748,257 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $1,742,289 | PriorYearDepreciationAmt |
| Computation Method | 200DB | ComputationMethodTxt |
| Life | 5.000000000000 | LifeRt |
| Current Year Expense | $5,968 | CurrentYearExpenseAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | UTAH ATTORNEY GENERAL DOES NOT REQUIRE A COPY. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS | StockNm |
| EOY Book Value | $126,016,982 | EOYBookValueAmt |
| EOYFMV | $204,994,289 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENT IN PARTNERSHIPS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $493,950,141 | BookValueAmt |
| EOYFMV | $396,894,000 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FOUNDATION ASSETS | CategoryOrItemTxt |
| Cost Or Other Basis | $1,748,257 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $1,748,257 | AccumulatedDepreciationAmt |
| Book Value | $0 | BookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $70,721 | LegalFeesAmt |
| Net Investment Income | $8,063 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $62,658 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ART | Desc |
| BOY Book Value | $142,165 | BOYBookValueAmt |
| EOY Book Value | $142,165 | EOYBookValueAmt |
| EOYFMV | $142,165 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (17 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSE & STORAGE | $21,644 | $6,493 | $15,151 |
| DIRECTORS FEES | $222,500 | $66,750 | $155,750 |
| TELEPHONE | $30,215 | $7,082 | $23,133 |
| PARKING | $11,432 | $2,858 | $8,574 |
| FOOD & CATERING | $7,350 | $1,715 | $5,635 |
| INSURANCE D&O | $5,511 | $2,756 | $2,755 |
| INSURANCE - MEDICAL & DENTAL | $80,926 | $18,548 | $62,378 |
| INSURANCE - FIRE & LIABILITY | $4,107 | $1,027 | $3,080 |
| MISCELLANEOUS EXPENSE | $1,272 | $939 | $333 |
| WORKERS COMP | $3,081 | $709 | $2,372 |
| INVESTMENT EXPENSE | $647,673 | $647,673 | $0 |
| NONDEDUCTIBLE PASSTHROUGH EXPENSES | $232,284 | $232,284 | $0 |
| PASSTHROUGH CREDITS | $10,240 | $10,240 | $0 |
| ADR FEES | $9,848 | $9,848 | $0 |
| GIFTS | $2,689 | $1,345 | $1,344 |
| SOFTWARE RENTAL | $11,250 | $0 | $11,250 |
| PASSTHROUGH OTHER DEDUCTIONS | $2,808,301 | $2,808,301 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PASSTHROUGH NET RENTAL REAL ESTATE INCOME/LOSS | -$7,301,471 | -$7,301,471 | -$7,301,471 |
| UNRELATED TRADE OR BUSINESS INCOME REPORTED ON 990-T | $19,650,391 | $19,650,391 | |
| PASSTHROUGH OTHER INCOME | -$884,851 | -$884,851 | -$884,851 |
| PASSTHROUGH OTHER INCOME - ROYALTIES | $135 | $135 | $135 |
| PASSTHROUGH TAX-EXEMPT INCOME | $1,120,186 | $1,120,186 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MARKET VALUE OF STOCK GIVEN AS GRANTS OVER COST OF STOCK | Desc |
| Amt | $5,566,187 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT | $4,794,889 | $4,555,145 | $239,744 |
| RETIREMENT PLAN CONSULTANT | $2,746 | $641 | $2,105 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAX | $60,555 | $14,133 | $46,422 |
| FEDERAL EXCISE TAX | $1,550,000 | $0 | $0 |
| FOREIGN TAX | $161,395 | $161,395 | $0 |
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