2026-08-19T14:04:53-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 2001 16TH STREET SUITE 1700 DENVER CO 80202 990 2024-01-01 932337573 EMMA ECCLES JONES ENDOWMENT FOR EXCELLENCE AT THE DAVID ECCLES SCHOOL OF EMMA 8015855336 36 SOUTH STATE STREET 1800 SALT LAKE CITY UT 84111 MICHAEL A LEWIS TREASURER 8015855336 2026-08-19 1 1 REBECCA DETTMANN CPA P01408585 3037795710 2026-08-19 2024 2025-03-06 01:10:19Z TAYLOR RANDALL 36 SOUTH STATE STREET 1800 SALT LAKE CITY UT 84111 12092703 0 X N/A X 2023 UT TO SUPPORT THE UNIVERSITY OF UTAH AND THE DAVID ECCLES SCHOOL OF BUSINESS. 8 5 0 5 -52465 0 21386152 0 0 0 3637549 921332 0 0 25023701 921332 0 800000 0 0 0 0 0 0 0 963 575510 963 1375510 25022738 -454178 23906918 25495365 0 0 23906918 25495365 X THE MISSION OF THE EMMA ECCLES JONES ENDOWMENT FOR EXCELLENCE AT THE DAVID ECCLES SCHOOL OF BUSINESS IS TO PROVIDE FINANCIAL SUPPORT TO THE SCHOOL AS IT STRIVES TO ADVANCE INNOVATION THROUGH TRANSFORMATIVE RESEARCH AND TO PREPARE STUDENTS WITH THE KNOWLEDGE, INTEGRITY, AND ENTREPRENEURIAL MINDSET NEEDED TO CREATE MEANINGFUL IMPACT IN BUSINESS AND SOCIETY. 0 0 800000 800000 0 THE ORGANIZATION IS IN ITS INITIAL YEARS OF OPERATIONS AND FORMED AN ENDOWMENT FUND TO PROVIDE FINANCIAL SUPPORT TO THE UNIVERSITY OF UTAH AND THE DAVID ECCLES SCHOOL OF BUSINESS. WITH ADVANCE INNOVATION THROUGH TRANSFORMATIVE RESEARCH, STUDENTS WILL BE PREPARED WITH THE KNOWLEDGE, INTEGRITY, AND ENTREPRENEURIAL MINDSET NEEDED TO CREATE MEANINGFUL IMPACT IN BUSINESS AND SOCIETY. 800000 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 5 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 UT X MICHAEL A LEWIS 8017034768 SFEBB 7150 1655 E CAMPUS CENTER DR SALT LAKE CITY UT 84112 TAYLOR RANDALL CHAIR 0.50 40.00 X X 0 1019309 381101 BRUCE OLSON SECRETARY 0.50 0.00 X X 0 0 0 JONATHAN BROGAARD DIRECTOR 0.50 40.00 X 0 494723 66040 KURT DIRKS DIRECTOR (AS OF 07/24) 0.50 0.00 X 0 0 0 SPENCER ECCLES DIRECTOR 0.50 0.00 X 0 0 0 RACHEL HAYES DIRECTOR (THRU 06/24) 0.50 0.00 X 0 0 0 SCOTT PARKER DIRECTOR 0.50 0.00 X 0 0 0 MARLENE PLUMLEE DIRECTOR 0.50 40.00 X 0 207623 79043 ANNE TAYLOR DIRECTOR 0.50 0.00 X 0 0 0 MICHAEL LEWIS TREASURER 0.50 40.00 X 0 239707 60455 0 1961362 586639 0 0 1 0 CYNOSURE MANAGEMENT LLC 79 SOUTH MAIN ST 3RD FLOOR SALT LAKE CITY UT 84111 INVESTMENT MANAGEMENT SERVICES 290271 FIDELITY BROKERAGE SERVICES LLC 900 SALEM ST SMITHFIELD RI 02917 BROKERAGE SERVICES 181302 2 1159380 -52691 1212071 10933323 11171371 -238048 -238048 226 -238274 921332 0 -52465 973797 800000 800000 471573 471573 103479 103479 FOREIGN TAXES 458 458 1375510 800000 575510 0 621735 600000 8947502 6529225 14337681 18366140 23906918 25495365 0 0 X 0 0 0 0 23906918 25495365 23906918 25495365 23906918 25495365 -454178 2042625 0 X 0 0 0 X X X 1 UNIVERSITY OF UTAH 876000525 6 1 800000 0 1 800000 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 2: THE ORGANIZATION SUPPORTS THE UNIVERSITY OF UTAH, WHICH IS A GOVERNMENTAL ENTITY OF THE STATE OF UTAH. AS SUCH, THE UNIVERSITY ISN'T REQUIRED TO OBTAIN SEPARATE RECOGNITION OF ITS PUBLIC CHARITY STATUS BECAUSE IT IS A STATE UNIVERSITY. 23906918 2963957 800000 575510 25495365 21386152 2521729 963 23906918 1.00000 0.00000 0.00000 0 0 0 MUTUAL FUNDS 9021169 F BONDS 1176158 F OTHER INVESTMENTS 2349018 F ALTERNATIVE INVESTMENTS 5819795 F 18366140 1 UNIVERSITY OF UTAH SFEBB 7150 1655 E CAMPUS CENTER DR SALT LAKE CITY UT 84112 876000525 STATE OF UT 800000 0 N/A N/A SCHOLARSHIPS, FACULTY SUPPORT, RESEARCH 1 0 PART I, LINE 2: THE ORGANIZATION MAINTAINS A STRUCTURED PROCESS TO APPROVE, MONITOR, AND DOCUMENT ITS GRANTS. EACH YEAR, THE SCHOOL OF BUSINESS SUBMITS A FUNDING REQUEST TO THE ORGANIZATION'S BOARD FOR REVIEW AND APPROVAL. ONCE APPROVED, FUNDS ARE TRANSFERRED TO THE UNIVERSITY AND ALLOCATED TO THE SCHOOL OF BUSINESS TO SUPPORT APPROVED EDUCATIONAL ACTIVITIES. THE SCHOOL OF BUSINESS PROVIDES REPORTS TO THE BOARD DETAILING HOW GRANT FUNDS WERE SPENT. THE ORGANIZATION REVIEWS THESE REPORTS AND RETAINS SUPPORTING DOCUMENTATION OF APPROVALS, FUND TRANSFERS, AND EXPENDITURE REPORTS TO SUBSTANTIATE THAT GRANT FUNDS WERE USED FOR THEIR INTENDED CHARITABLE PURPOSES. 0 1 0 0 0 0 0 0 0 TAYLOR RANDALL CHAIR 0 861949 0 0 0 157360 0 351594 0 29507 0 1400410 0 105334 JONATHAN BROGAARD DIRECTOR 0 494539 0 0 0 184 0 36183 0 29857 0 560763 0 0 MICHAEL LEWIS TREASURER 0 239707 0 0 0 0 0 34355 0 26100 0 300162 0 0 MARLENE PLUMLEE DIRECTOR 0 207623 0 0 0 0 0 54015 0 25028 0 286666 0 0 PART I, LINE 3 THE PRESIDENT IS COMPENSATED BY A RELATED ORGANIZATION, UNIVERSITY OF UTAH. THE UNIVERSITY USES A COMPENSATION COMMITTEE AND INDEPENDENT COMPENSATION CONSULTANT TO DETERMINE THE PRESIDENT'S COMPENSATION. PART I, LINE 4B TAYLOR RANDALL RECEIVED AN IRC SECTION 457(F) $105,334 DEFERRED COMPENSATION PAYMENT INCLUDED IN WAGES AS THIS AMOUNT WAS NO LONGER AT RISK OF FORFEITURE IN 2024. DEFERRED COMPENSATION FOR TAYLOR RANDALL UNDER IRC SECTION 457(F)OF $233,604 WAS ACCRUED/NOT PAID AND IS SUBJECT TO RISK OF FORFEITURE. THE TERMS AND CONDITIONS OF THE RETIREMENT PLANS ARE THAT THEY ARE SUBJECT TO RISK OF FORFEITURE BASED ON LENGTH OF SERVICE. FORM 990, PART VI, SECTION A, LINE 7A THERE ARE TWO "ECCLES DIRECTORS" APPOINTED BY AND REMOVED AT THE DISCRETION OF SPENCER ECCLES. ALL OTHER BOARD MEMBERS SHALL BE APPOINTED BY THE UNIVERSITY OF UTAH SO THAT AT ALL TIME, THE NUMBER OF PERSONS ON THE BOARD APPOINTED BY THE UNIVERSITY OF UTAH SHALL BE AT LEAST ONE GREATER THAN THE "ECCLES DIRECTORS." FORM 990, PART VI, SECTION A, LINE 7B THE BOARD INITALLY SHALL BE COMPRISED OF SEVEN VOTING MEMBERS BUT THAT NUMBER MAY BE CHANGED BY THE BOARD, WITH APPROVAL OF THE UNIVERSITY OF UTAH, PROVIDED THAT THE NUMBER OF DIRECTORS SHALL NEVER BE LESS THAN TWICE THE NUMBER OF "ECCLES DIRECTORS," PLUS ONE. FORM 990, PART VI, SECTION A, LINE 8B THERE WERE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ORGANIZATION'S INDEPENDENT ACCOUNTANT. IT IS THEN PRESENTED TO THE BOARD FOR THEIR REVIEW AND THEN FILED WITH THE IRS UPON APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, BOX C - NAME CONTINUATION: BUSINESS UNIVERSITY OF UTAH SFEBB 7150 1655 E CAMPUS CENTER DR SALT LAKE CITY UT 84112 876000525 EDUCATIONAL INSTITUTE UT NONE 0 UNIVERSITY OF UTAH RESEARCH FOUNDATION 201 SOUTH PRESIDENTS CIRCLE SALT LAKE CITY UT 84112 237112869 SUPPORT UNIVERSITY OF UTAH RESEARCH UT 501(C)(3) LINE 12A, I UNIVERSITY OF UTAH 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 UNIVERSITY OF UTAH B 800000 FMV