2022-11-15T14:38:23-06:00 2021-12-31 202253063 TANNER LLC 36 S STATE STREET SUITE 600 SALT LAKE CITY UT 84111 990PF 2021-01-01 876118245 GEORGE S AND DOLORES DORE ECCLES FOUNDATION GEOR 8012465357 79 S MAIN ST STE 1400 SALT LAKE CITY UT 84111 BOB GRAHAM SECRETARY/TREASURER 8012465357 2022-11-14 1 BOB GRAHAM 999009999 DAVID SPERRY P00176382 8015327444 2022-11-14 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 632999417 X X 10471333 10471333 7956918 7956918 85277124 107137381 85277124 12584390 -8186187 116289765 95519188 782800 131450 651350 300906 31446 269460 70721 8063 62658 13750 6875 6875 4797635 4555786 241849 1771950 175528 46422 5968 2984 260942 58282 202660 3338 0 3338 4110323 3818568 291755 12118333 8788982 1776367 22676979 22676979 34795312 8788982 24453346 81494453 86730206 201 200 200 111966483 29968763 29968763 17552398 0 18432159 17552398 1000000 127065702 126016982 204994289 322957331 493950141 396894000 1748257 1748257 5968 0 0 142165 142165 142165 580570009 667630649 632999417 0 0 X 0 0 250874468 250874468 329695541 416756181 580570009 667630649 580570009 667630649 580570009 81494453 5566187 667630649 0 667630649 UV PARTNERS IV, L.P. 7642 7642 WEST RIM CAPITAL PARTNERS II, L.P. 336321 336321 CORSAIR III FINANCIAL SERVICES CAPITAL PARTNERS, L.P. 721 721 CORSAIR IV FINANCIAL SERVICES CAPITAL PARTNERS, LP 355 355 CYNOSURE AVALON BUILDGROUP LLC 292308 292308 PELION VENTURES V LP 496 496 PELION VENTURES V LP -175929 -175929 CARLYLE GLOBAL FINC. 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FOUR WEEKS PRIOR TO QUARTERLY MEETINGS. GRANTS ARE PRIMARILY LIMITED TO UTAH ORGANIZATIONS. 2021 CONTRIBUTIONS OF STOCK PAID SEE ATTACHED DETAIL 79 S MAIN STREET STE 1400 SALT LAKE CITY UT 84111 VARIOUS - SEE ATTACHED DETAIL 5750000 2021 CONTRIBUTIONS PAID SEE ATTACHED DETAIL 79 S MAIN STREET STE 1400 SALT LAKE CITY UT 84111 VARIOUS - SEE ATTACHED DETAIL 16912078 2021 PASSTHROUGH CONTRIBUTIONS 79 S MAIN STREET STE 1400 SALT LAKE CITY UT 84111 VARIOUS - SEE ATTACHED DETAIL 14901 22676979 2022 CONTRIBUTIONS YET-TO-BE-PAID SEE ATTACHED DETAIL 79 S MAIN STREET STE 1400 SALT LAKE CITY UT 84111 VARIOUS - SEE ATTACHED DETAIL 2853668 2023 CONTRIBUTIONS YET-TO-BE-PAID SEE ATTACHED DETAIL 79 S MAIN STREET STE 1400 SALT LAKE CITY UT 84111 VARIOUS - SEE ATTACHED DETAIL 568334 2024 CONTRIBUTIONS YET-TO-BE-PAID SEE ATTACHED DETAIL 79 S MAIN STREET STE 1400 SALT LAKE CITY UT 84111 VARIOUS - SEE ATTACHED DETAIL 510000 2025 CONTRIBUTIONS YET-TO-BE-PAID SEE ATTACHED DETAIL 79 S MAIN STREET STE 1400 SALT LAKE CITY UT 84111 VARIOUS - SEE ATTACHED DETAIL 10000 3942002 14 10471333 14 7956918 18 85277124 PASSTHROUGH NET RENTAL REAL ESTATE INCOME/LOSS 14 -7301471 UNRELATED TRADE OR BUSINESS INCOME REPORTED ON 990-T 900003 19650391 PASSTHROUGH OTHER INCOME 14 -884851 PASSTHROUGH OTHER INCOME - ROYALTIES 14 135 PASSTHROUGH TAX-EXEMPT INCOME 14 1120186 19650391 96639374 0 116289765 0 0 0 0 0 0 0 0 0 0 ACCOUNTING & TAX PREP 13750 6875 6875 FOUNDATION ASSETS 2019-01-01 1748257 1742289 200DB 5.000000000000 5968 0 UTAH ATTORNEY GENERAL DOES NOT REQUIRE A COPY. STOCKS 126016982 204994289 INVESTMENT IN PARTNERSHIPS AT COST 493950141 396894000 FOUNDATION ASSETS 1748257 1748257 0 0 LEGAL 70721 8063 62658 ART 142165 142165 142165 OFFICE EXPENSE & STORAGE 21644 6493 15151 DIRECTORS FEES 222500 66750 155750 TELEPHONE 30215 7082 23133 PARKING 11432 2858 8574 FOOD & CATERING 7350 1715 5635 INSURANCE D&O 5511 2756 2755 INSURANCE - MEDICAL & DENTAL 80926 18548 62378 INSURANCE - FIRE & LIABILITY 4107 1027 3080 MISCELLANEOUS EXPENSE 1272 939 333 WORKERS COMP 3081 709 2372 INVESTMENT EXPENSE 647673 647673 0 NONDEDUCTIBLE PASSTHROUGH EXPENSES 232284 232284 0 PASSTHROUGH CREDITS 10240 10240 0 ADR FEES 9848 9848 0 GIFTS 2689 1345 1344 SOFTWARE RENTAL 11250 0 11250 PASSTHROUGH OTHER DEDUCTIONS 2808301 2808301 0 PASSTHROUGH NET RENTAL REAL ESTATE INCOME/LOSS -7301471 -7301471 -7301471 UNRELATED TRADE OR BUSINESS INCOME REPORTED ON 990-T 19650391 19650391 PASSTHROUGH OTHER INCOME -884851 -884851 -884851 PASSTHROUGH OTHER INCOME - ROYALTIES 135 135 135 PASSTHROUGH TAX-EXEMPT INCOME 1120186 1120186 MARKET VALUE OF STOCK GIVEN AS GRANTS OVER COST OF STOCK 5566187 INVESTMENT MANAGEMENT 4794889 4555145 239744 RETIREMENT PLAN CONSULTANT 2746 641 2105 PAYROLL TAX 60555 14133 46422 FEDERAL EXCISE TAX 1550000 0 0 FOREIGN TAX 161395 161395 0