2026-02-17T17:04:14-06:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 5255 EAST WILLIAMS CIRCLE SUITE 5000 TUCSON AZ 85711 990 2023-01-01 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 ASST. DEAN, FINANCE AND OPS 8015855336 2026-02-13 1 1 JONATHAN WITTMANN P02338566 5207903500 2026-02-13 2023 2025-03-06 01:10:19Z X X TAYLOR RANDALL 36 SOUTH STATE STREET 1800 SALT LAKE CITY UT 84111 38441326 0 X N/A X 2023 UT TO SUPPORT THE UNIVERSITY OF UTAH AND THE DAVID ECCLES SCHOOL OF BUSINESS. 8 4 0 8 0 0 21386152 0 3637549 0 25023701 0 0 0 0 0 963 963 25022738 23906918 0 23906918 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 0 0 THE ORGANIZATION IS IN ITS INITIAL YEAR 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. 1 1 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 0 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 4 0 0 0 0 0 1 1 1 1 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 947863 339846 BRUCE OLSON SECRETARY 0.50 0.00 X X 0 0 0 JONATHAN BROGAARD DIRECTOR 0.50 40.00 X 0 473734 84447 SPENCER ECCLES DIRECTOR 0.50 0.00 X 0 0 0 RACHEL HAYES DIRECTOR 0.50 40.00 X 0 654367 94515 SCOTT PARKER DIRECTOR 0.50 0.00 X 0 0 0 MARLENE PLUMLEE DIRECTOR 0.50 40.00 X 0 308314 71781 ANNE TAYLOR DIRECTOR 0.50 0.00 X 0 0 0 0 2384278 590589 0 0 1 0 0 21386152 21386152 202590 202590 16852584 13417625 3434959 3434959 3434959 25023701 0 0 3637549 963 963 963 0 963 0 621735 8947502 14337681 0 23906918 0 0 X 0 0 0 0 0 23906918 0 23906918 0 23906918 25022738 -1115820 0 X 0 0 0 X X X 1 UNIVERSITY OF UTAH 876000525 6 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 21386152 2521729 963 23906918 1.00000 0.00000 0.00000 0 0 0 MUTUAL FUNDS 10574009 F BONDS 2746324 F OTHER INVESTMENTS 1017348 F 14337681 0 1 0 0 0 0 0 0 0 TAYLOR RANDALL CHAIR 0 847661 0 0 0 100202 0 312860 0 26986 0 1287709 0 51244 RACHEL HAYES DIRECTOR 0 638367 0 0 0 16000 0 65747 0 28768 0 748882 0 0 JONATHAN BROGAARD DIRECTOR 0 445734 0 0 0 28000 0 57225 0 27222 0 558181 0 0 MARLENE PLUMLEE DIRECTOR 0 308314 0 0 0 0 0 48255 0 23526 0 380095 0 0 PART I, LINE 4B TAYLOR RANDALL RECEIVED AN IRC SECTION 457(F) $51,244 DEFERRED COMPENSATION PAYMENT INCLUDED IN WAGES AS THIS AMOUNT WAS NO LONGER AT RISK OF FORFEITURE IN 2023. DEFERRED COMPENSATION FOR TAYLOR RANDALL UNDER IRC SECTION 457(F)OF $200,000.00 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 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 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 UNIVERSITY OF UTAH C 21386152 FMV