Nonprofit · EIN 94-2566167
NORA ECCLES TREADWELL CHARITABLE TR
Also known as SPENCER F & KATIE A ECCLES CO-TTEES
Tax-exempt · SALT LAKE CITY, UT 84111
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $6,221,362 | $6,489,762 | -$268,400 | $131,853,974 | $3,745,000 | $128,108,974 |
| December 31, 2023 | 990-PF | $5,465,764 | $6,340,363 | -$874,599 | $117,020,018 | $0 | $117,020,018 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $998,345
- Interest
- $757
- Net gain from sales of assets
- $1,892,251
- Other income
- $3,330,009
Expenses
- Grants and similar amounts paid
- $4,220,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $4,286,627
- Excise tax on investment income
- $46,556
Balance sheet and other
- Total assets, start of year
- $117,020,018
- Total assets, end of year
- $131,853,974
- Total liabilities, end of year
- $3,745,000
- Net assets, end of year
- $128,108,974
- Fair market value of assets
- $102,217,911
- Qualifying distributions
- $4,286,627
- Net investment income
- $5,394,691
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-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Spencer Eccles 79 S Main St 13th Floor, Salt Lake City, UT 84111 | Trustee | 3 | $0 |
| Katie Eccles 79 S Main St 13th Floor, Salt Lake City, UT 84111 | Trustee | 3 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Spencer Eccles 79 S Main St 13th Floor, Salt Lake City, UT 84111 | Trustee | 3 | $30,000 |
| Katie Eccles 79 S Main St 13th Floor, Salt Lake City, UT 84111 | Trustee | 3 | $30,000 |
Address and contacts
- Address (IRS master file)
- 79 SOUTH MAIN 13TH FLOOR, SALT LAKE CITY, UT 84111-1929
- In care of
- % SPENCER ECCLES
- Signed the 990-PF
- Katie A Eccles, Trustee
- Phone
- (801) 532-0934
- Return prepared by
- Eide Bailly LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. 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-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 94-2566167
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1979
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $131,853,974
- Income (IRS master file)
- $19,439,977
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $6,221,362 | $6,489,762 | $131,853,974 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $5,465,764 | $6,340,363 | $117,020,018 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
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 94-2566167).
Questions about NORA ECCLES TREADWELL CHARITABLE TR
- What is the EIN of NORA ECCLES TREADWELL CHARITABLE TR?
- The employer identification number (EIN) of NORA ECCLES TREADWELL CHARITABLE TR is 94-2566167.
- Is NORA ECCLES TREADWELL CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1979.
- Are donations to NORA ECCLES TREADWELL CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does NORA ECCLES TREADWELL CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of NORA ECCLES TREADWELL CHARITABLE TR 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 NORA ECCLES TREADWELL CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of NORA ECCLES TREADWELL CHARITABLE TR?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does NORA ECCLES TREADWELL CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $6,221,362, expenses of $6,489,762 and total assets of $131,853,974 at year end.
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