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← EMMA ECCLES JONES ENDOWMENT FUND

Form 990 for tax year 2023

Filed by EMMA ECCLES JONES ENDOWMENT FUND.

Totals

Total revenue
$200,656
Total expenses
$305,945
Contributions and grants received
$0
Grants paid
$271,976
Program service revenue
$0
Investment income
$196,165
Other revenue
$4,491
Total assets, end of year
$76,890
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$76,890
Program services expenses (Part IX)
$275,372
Management and general expenses
$30,573
Fundraising expenses
$0
Program service expenses (Part III)
$275,372

Program services were 90.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $151,559 · excluded $151,559

  • 7a · Gross sales of assets other than inventory

    securities $1,309,518

  • 7b · Less cost or other basis and sales expenses

    securities $1,264,912

  • 7c · Gain or loss

    securities $44,606

  • 7d · Net gain or loss

    total $44,606 · excluded $44,606

  • 11a · Other revenue: OTHER INCOME

    total $4,491 · excluded $4,491

  • 11e · Other revenue, total

    $4,491

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $271,976 · program services $271,976

  • 5 · Compensation of officers, directors and key employees

    total $33,962 · program services $3,396 · management and general $30,566

  • 24a · Other expenses: FOREIGN TAXES

    total $7 · management and general $7

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $827,909 · end of year $76,890

  • 11 · Investments: publicly traded securities

    beginning of year $18,969,261

  • 29 · Capital stock, trust principal or current funds

    beginning of year $19,797,170 · end of year $76,890

Mission and programs · 2023

Mission

INVEST ASSETS AND DISTRIBUTE INCOME TO THE UNIVERSITY OF UTAH

  • INVEST ASSETS AND DISTRIBUTE INCOME TO THE UNIVERSITY OF UTAH

    Expenses $275,372 · Grants $271,976

As filed on the 2023 return.

Listed in Part VII

  • Principal Financial Group

    TRUSTEE

    Total calculated
    $33,962
    From this org
    $33,962
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Assets distributed on this return

Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.

Provenance

Return type
form_990
Tax year
2023
Filed
6 November 2024
IRS schema version
2023v5.1
Source object
202413129349301576

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