Nonprofit · EIN 93-2337573
EMMA ECCLES JONES ENDOWMENT FOR EXCELLENCE AT THE DAVID ECCLES SCH
Tax-exempt · SALT LAKE CTY, UT 84111
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $921,332 | $1,375,510 | -$454,178 | $25,495,365 | $0 | $25,495,365 |
| December 31, 2023 | 990 | $25,023,701 | $963 | $25,022,738 | $23,906,918 | $0 | $23,906,918 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $921,332
- Net gain from sales of assets
- -$238,048
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $800,000
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $800,000
- Management and general (functional)
- $575,510
Balance sheet and other
- Total assets, start of year
- $23,906,918
- Total assets, end of year
- $25,495,365
- Total liabilities, end of year
- $0
- Net assets, end of year
- $25,495,365
- Publicly traded securities
- $6,529,225
- Gross unrelated business income
- -$52,465
- Gross receipts
- $12,092,703
- Employees
- 0
- Volunteers
- 5
- Year formed
- 2023
- State of legal domicile
- UT
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| TAYLOR RANDALL | CHAIR Trustee or director, Officer | 0.5 | $0 | $1,019,309 | $381,101 |
| JONATHAN BROGAARD | DIRECTOR Trustee or director | 0.5 | $0 | $494,723 | $66,040 |
| MICHAEL LEWIS | TREASURER Officer | 0.5 | $0 | $239,707 | $60,455 |
| MARLENE PLUMLEE | DIRECTOR Trustee or director | 0.5 | $0 | $207,623 | $79,043 |
| BRUCE OLSON | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| KURT DIRKS | DIRECTOR (AS OF 07/24) Trustee or director | 0.5 | $0 | $0 | $0 |
| SPENCER ECCLES | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| RACHEL HAYES | DIRECTOR (THRU 06/24) Trustee or director | 0.5 | $0 | $0 | $0 |
| SCOTT PARKER | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| ANNE TAYLOR | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| TAYLOR RANDALL | CHAIR Trustee or director, Officer | 0.5 | $0 | $947,863 | $339,846 |
| RACHEL HAYES | DIRECTOR Trustee or director | 0.5 | $0 | $654,367 | $94,515 |
| JONATHAN BROGAARD | DIRECTOR Trustee or director | 0.5 | $0 | $473,734 | $84,447 |
| MARLENE PLUMLEE | DIRECTOR Trustee or director | 0.5 | $0 | $308,314 | $71,781 |
| BRUCE OLSON | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| SPENCER ECCLES | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| SCOTT PARKER | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| ANNE TAYLOR | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 36 S STATE ST STE 1800, SALT LAKE CTY, UT 84111-1437
- Principal officer (990 for 2024)
- TAYLOR RANDALL, 36 SOUTH STATE STREET 1800, SALT LAKE CITY, UT 84111
- Signed the 990
- MICHAEL A LEWIS, TREASURER
- Phone
- (801) 585-5336
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
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.
Program accomplishments
- 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.Expenses $800,000 · grants $800,000
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 93-2337573
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type I
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 2023
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T11)
- Assets (IRS master file)
- $25,495,365
- Income (IRS master file)
- $12,092,703
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $921,332 | $1,375,510 | $25,495,365 | XML |
| 990 | December 2023 | $25,023,701 | $963 | $23,906,918 | XML |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 93-2337573).
Questions about EMMA ECCLES JONES ENDOWMENT FOR EXCELLENCE AT THE DAVID ECCLES SCH
- What is the EIN of EMMA ECCLES JONES ENDOWMENT FOR EXCELLENCE AT THE DAVID ECCLES SCH?
- The employer identification number (EIN) of EMMA ECCLES JONES ENDOWMENT FOR EXCELLENCE AT THE DAVID ECCLES SCH is 93-2337573.
- Is EMMA ECCLES JONES ENDOWMENT FOR EXCELLENCE AT THE DAVID ECCLES SCH tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
- Are donations to EMMA ECCLES JONES ENDOWMENT FOR EXCELLENCE AT THE DAVID ECCLES SCH tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does EMMA ECCLES JONES ENDOWMENT FOR EXCELLENCE AT THE DAVID ECCLES SCH file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of EMMA ECCLES JONES ENDOWMENT FOR EXCELLENCE AT THE DAVID ECCLES SCH due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did EMMA ECCLES JONES ENDOWMENT FOR EXCELLENCE AT THE DAVID ECCLES SCH last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of EMMA ECCLES JONES ENDOWMENT FOR EXCELLENCE AT THE DAVID ECCLES SCH?
- The 990 for the year ended December 31, 2024 names TAYLOR RANDALL.
- Who are the officers and directors of EMMA ECCLES JONES ENDOWMENT FOR EXCELLENCE AT THE DAVID ECCLES SCH?
- The 990 for the year ended December 31, 2024 lists 10 people; 0 received compensation from the organization.
- How much revenue does EMMA ECCLES JONES ENDOWMENT FOR EXCELLENCE AT THE DAVID ECCLES SCH have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $921,332, expenses of $1,375,510 and total assets of $25,495,365 at year end.
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